大同证券表示，中国芯片产业正通过持续技术迭代与生产效率提升稳步进阶，有望在先进制程领域实现 突破，从而进一步扩大全球市场份额，在行业竞争中占据更有利地位。 相关ETF：公开信息显示， 科创半导体ETF（588170）及其联接基金（A类：024417；C类：024418） 跟踪上证科创板半导体材料设备主题指数，囊括科创板中半导体设备（61%）和半导体材料（23%）细 分领域的硬科技公司。 半导体设备和材料行业是重要的国产替代领域，具备国产化率较低、国产替代 天花板较高属性，受益于人工智能革命下的半导体需求，扩张、科技重组并购浪潮、光刻机技术进展。 半导体材料ETF（562590）及其联接基金（A类：020356、C类：020357），指数中半导体设备 （61%）、半导体材料（21%）占比靠前，充分聚焦半导体上游。 （文章来源：每日经济新闻） 截至13:50，上证科创板100指数强势上涨1.15%，成分股东芯股份上涨15.74%，中科蓝讯上涨7.55%， 莱斯信息上涨7.28%，芯动联科，荣昌生物等个股跟涨。科创100ETF华夏（588800）上涨1.04%，最新 报价1.26元。 截至13:55，上证科创板半导 ...

Group 1 - The core viewpoint of the news is that Panjing Investment has conducted research on the listed company DiAoWei, highlighting its financial performance and strategic plans for future growth [1] - In 2024, DiAoWei is projected to achieve a revenue of 526 million yuan, representing a year-on-year growth of 37.98%, with R&D investment of 209 million yuan, accounting for 39.78% of revenue [1] - In Q1 2025, DiAoWei reported a revenue of 153 million yuan, a year-on-year increase of 19.06%, and a significant growth in net profit attributable to shareholders, up 135.48%, with a gross margin of 47.45% [1] Group 2 - The increase in gross margin is attributed to a comprehensive product line strategy, diverse product distribution, and the launch of innovative products [1] - The market share distribution in Q1 includes: mobile phones 31%, laptops 7%, smart wearables 10%, smart home appliances 5%, communication equipment 5%, industrial control and security 37%, and lighting 5% [1] - DiAoWei plans to invest 209 million yuan in R&D in 2024, with over 1,800 product models, aiming to drive product upgrades and new product development [1] Group 3 - The company has outlined its plans in the robotics sector, which include advancing signal chain and power management products, as well as developing brushless motor drives and magnetic encoding products [1]