（原标题：AI需求推动全球半导体销售额持续增长，半导体设备ETF、半导体产业ETF上涨） 半导体板块上涨，半导体设备ETF、半导体产业ETF、半导体设备ETF易方达、半导体材料ETF、芯片 设备ETF、科创半导体ETF鹏华、半导体设备ETF基金、半导体设备ETF、科创半导体ETF、半导体ETF 南方、科创半导体设备ETF、芯片ETF上涨。 世界半导体贸易统计组织（WSTS）日前发布的最新预测显示，2025年全球半导体营收有望同比增长 22.5%至7720亿美元，2026年将再增长26.3%，达9750亿美元。这较6月预测2025年全球半导体市场规模 7009亿美元，同比增长11.2%；2026年增长8.5%，达7607亿美元的数据大幅提高。 机构认为，当前AI产业趋势持续，受益于国产算力建设的推进以及全球产业链格局的调整，国产先进 制程的发展空间正逐步打开。同时，存储涨价周期的幅度和持续时间均超预期。在先进制程及存储扩产 趋势下，2026年国产半导体设备订单有望加速增长，国产化率或进一步提升。 半导体设备ETF跟踪中证半导，标的指数中半导体设备+材料+集成电路设计三行业占比超90%，均为芯 片产业链中上游的" ...

硬科技板块继续上攻！半导体设备ETF、芯片设备ETF、半导体设备ETF基金、半导体设备ETF易方达、半导体产业ETF、科创半导体设备ETF、半导体设备 ETF、科创半导体ETF、半导体材料ETF涨超4%。 | 证券代码 | 证券简称 | 当日涨幅% | 年内 | | --- | --- | --- | --- | | 159516 | 半导体设备ETF | 4.93 | 55 | | 560780 | 芯片设备ETF | 4.92 | 56 | | 159327 | 半导体设备ETF基金 | 4.82 | 55 | | 159558 | | 半导体设备ETF易方达 二十二 4:49 /レン | 55 | | 159582 | 半导体产业ETF® | 4.26 UV | 60 | | 588710 | 科创半导体设备ETF | 4.26 | 55 | | 561980 | 半导体设备ETF | 4.22 | 61 | | 588170 | 科创半导体ETF | 4.20 | 65 | | 562590 | 半导体材料ETF | 4.16 | 54 | 消息面上，彭博社今日发文称中国芯片技术发展迅速，有望在202 ...

Group 1 - The semiconductor industry index rose by 0.23% as of November 25, 2025, with notable increases in individual stocks such as ShenGong Co. (up 13.18%) and ChangChuan Technology (up 3.55%) [1] - The semiconductor industry ETF (159582) increased by 0.15%, with a latest price of 2.01 yuan, and has seen a cumulative rise of 11.85% over the past three months [1] - TSMC plans to build three additional 2nm fabs in Taiwan to meet the surging demand for AI chips, with an estimated total investment of 900 billion NTD [1] Group 2 - Tianfeng Securities highlights that edge AI chips are evolving towards "high energy efficiency architecture + scenario-based customization + global ecosystem," with advancements in in-memory computing and software toolchains [2] - The semiconductor industry ETF closely tracks the CSI Semiconductor Industry Index, which includes up to 40 companies involved in semiconductor materials, equipment, and applications [2] - As of October 31, 2025, the top ten weighted stocks in the CSI Semiconductor Industry Index accounted for 78.04% of the index, including companies like Zhongwei Company and North Huachuang [2]

Group 1 - Semiconductor equipment stocks showed strong performance in early trading, with Northern Huachuang rising over 7%, Zhongwei Company and Tuojing Technology increasing over 6%, and Changchuan Technology up over 4% [1] - Related semiconductor equipment ETFs rose by more than 3% [1] - Major brokerages indicate that AI computing power chips remain the core growth engine of the sector, benefiting leading companies from the explosive demand for AI servers, resulting in both revenue and profit growth [2] Group 2 - The performance of core companies related to AI edge chips is also impressive [2] - In the long term, under the guidance of the "14th Five-Year" technology self-reliance strategy, the verification and introduction process of domestic high-end chips is expected to accelerate, with clear incremental space [2]

Group 1: ETF Market Overview - The three major indices collectively rose, with the Shanghai Composite Index increasing by 0.97%, the Shenzhen Component Index by 1.73%, and the ChiNext Index by 1.84% [1][4] - Semiconductor-related ETFs led the gains, with the Semiconductor Equipment ETF rising by 4.85%, the Semiconductor Industry ETF by 4.84%, and the Kweichow Moutai Chip ETF by 4.73% [1][11] - The overall performance of ETFs showed that stock-type scale index ETFs had the best average increase of 1.65%, while bond-type ETFs had the worst performance with an average decrease of 0.04% [9] Group 2: Liquidity and Cross-Border ETFs - Several fund managers, including E Fund and Invesco Great Wall, announced the addition of liquidity service providers for their technology-themed ETFs, with over 20 technology-themed ETFs expanding liquidity service providers since the second half of the year [2] - The scale of cross-border ETFs is approaching 900 billion yuan, with the recent issuance of Brazilian ETFs marking the lowest placement ratio since 2021 at less than 12% [3] Group 3: Sector Performance - In today's market, the non-ferrous metals, electronics, and communications sectors performed well, with daily increases of 3.05%, 3.0%, and 2.37% respectively [6] - Over the past five trading days, the steel, coal, and media sectors showed the best performance, with increases of 4.06%, 3.77%, and 3.45% respectively [7] Group 4: ETF Trading Volume - The top three ETFs by trading volume today were the A500 ETF with a trading volume of 5.252 billion yuan, the Kweichow Moutai Chip ETF with 4.874 billion yuan, and the Sci-Tech 50 ETF with 4.873 billion yuan [14][15]

Market Overview - The three major A-share indices collectively rose in the morning session, with the Shanghai Composite Index increasing by 0.88% to surpass the 4000-point mark, while the Shenzhen Component Index and the ChiNext Index both rose by 1.39% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 13,378 billion yuan, an increase of 1,881 billion yuan compared to the previous day [1] - Over 2,700 stocks in the market experienced gains [1] Sector Performance - The leading sectors in terms of gains included phosphorus chemical industry, storage chips, controllable nuclear fusion, aviation engines, insurance, wind power equipment, and PEEK material concept stocks [1] - Conversely, the sectors that saw the largest declines were Hainan Free Trade Zone, tourism and hotels, short drama games, and the ice and snow industry [1] ETF Performance - The semiconductor sector saw a broad rebound, with notable increases in ETFs such as Bosera Semiconductor Industry ETF (up 3.98%), CMB Semiconductor Equipment ETF (up 3.96%), and Guotai Innovation Chip ETF (up 3.72%) [1] - The photovoltaic and power grid sectors continued their upward trend, with GF Fund Photovoltaic ETF leading at an increase of 3.84% and Huaxia Fund Power Grid Equipment ETF rising by 3.27% [1] - The film and television sector experienced a pullback, with the Film and Television ETF declining by 2.25%, while the tourism sector also fell, with the Tourism ETF down by 1.32% [1] - The media sector weakened, with the Media ETF decreasing by 1.19% [1]

Market Overview - The market showed strong performance throughout the day, with the Shanghai Composite Index rising nearly 1% to reclaim the 4000-point level [1] - The chemical sector experienced a collective surge, while the semiconductor chip concept continued to rise [1] - The electric grid equipment sector maintained its strong performance, and the electrolytic aluminum concept was also active [1] - In contrast, the film and tourism sectors saw a collective decline [1] ETF Performance - Semiconductor and chip-related ETFs rose over 4% [1] - Specific ETFs such as the Semiconductor Equipment ETF and various Innovation Chip ETFs showed significant gains, with the Semiconductor Equipment ETF at 2.011 and a rise of 4.8% [2] AI and Technology Insights - Brokerages noted that as AI models evolve, the commercial models for AI applications are becoming clearer [3] - The release of Sora 2.0 introduced social attributes, expanding OpenAI's monetization channels and enhancing user engagement [3] - OpenAI secured orders for storage and GPU components from major companies like Samsung, SK Hynix, and AMD, indicating a growing demand for AI infrastructure [3] Sector Analysis - The film ETF declined over 2%, reflecting challenges in the media sector [4] - Long-term expectations for the media industry are optimistic, with anticipated recovery in content supply and continued technological empowerment from AI [5] - Companies in the film, gaming, and advertising sectors are recommended for monitoring due to their potential strong performance [5]

Group 1 - Semiconductor stocks surged, with Cambrian and Haiguang Information rising over 7%, and various semiconductor ETFs increasing by more than 4% [1] - The semiconductor equipment ETFs and industry ETFs track the CSI semiconductor industry index, with the top three sectors covering semiconductor equipment, materials, and integrated circuit design, accounting for over 80% [1] - The core components of the semiconductor ETFs include leading equipment manufacturers and AI chip design leaders, forming a complete ecosystem covering upstream equipment, midstream manufacturing, and downstream design [1] Group 2 - AMD's CEO revealed that the Instinct MI308 AI chip has received export approval to China, significantly impacting the chip sector, particularly benefiting Haiguang Information [2] - There is a notable increase in domestic chip replacement logic, driven by data center construction and domestic chip developments [2] - SK Hynix announced successful negotiations with NVIDIA regarding HBM4 supply, with prices expected to be over 50% higher than current HBM3E prices [2] Group 3 - Recent trends indicate a continuous rise in memory prices, with significant increases noted since September [3][4] - The price of DDR4 8G memory modules rose from below 90 yuan in August to between 100 and 130 yuan within a month, reflecting strong demand driven by AI applications [4] - The global semiconductor equipment sales reached $33.1 billion in Q2 2025, a 23% year-on-year increase, indicating ongoing expansion in the semiconductor industry [5] Group 4 - Major tech companies have raised their capital expenditure forecasts for FY2025, indicating sustained growth in server and data center storage demand [5] - Google increased its FY2025 capital expenditure guidance from $85 billion to $91-93 billion, while Meta narrowed its target to $70-72 billion [5] - Domestic semiconductor equipment manufacturers reported significant revenue growth in Q3, reflecting strong order fulfillment and ongoing R&D investment [5]

Core Viewpoint - The semiconductor sector is experiencing a strong rally, with significant trading activity in related ETFs, indicating investor confidence and interest in the industry [1][9]. Trading Activity - The ChiNext Chip ETF (588200) recorded a half-day trading volume of 3.441 billion yuan, while the Semiconductor ETF (512480) had a trading volume of 1.521 billion yuan [1]. - The Hong Kong Securities ETF (513090) also saw increased activity, with a half-day trading volume of 9.4 billion yuan [1]. ETF Performance - The Semiconductor Industry ETF (159582) and Semiconductor Equipment ETF (561980) led the market with half-day gains of 3.98% and 3.96%, respectively [7][9]. - Other ETFs such as the Photovoltaic ETF, Nonferrous Metals ETF, and Electric Grid Equipment ETF also performed well, with many showing gains exceeding 3% [7]. Investment Logic - The Chinese semiconductor industry is undergoing a push for self-sufficiency, with various regions launching projects aimed at breaking foreign monopolies and enhancing domestic production capabilities [9]. - Key projects include vertical integration in Dezhou through laser radar technology and developments in large silicon wafers, MEMS sensors, and high-end analog chips in Zhengzhou, Bengbu, and Xiamen [9]. Index Composition - The CSI Semiconductor Industry Index includes up to 40 companies involved in semiconductor materials, equipment, and applications, reflecting the overall performance of the sector [9][10]. - Major weighted stocks in the index include companies like Zhongwei Company (16.24%), Northern Huachuang (12.33%), and Cambricon (10.98%) [10].

Group 1 - The semiconductor industry index has seen a strong increase of 2.05%, with notable gains in component stocks such as Jingrui Electric Materials up 15.17% and Aisen Co. up 7.36% [3] - The semiconductor industry ETF (159582) rose by 2.21%, reaching a latest price of 2.27 yuan, and has accumulated an 8.30% increase over the past week [3] - The trading activity in the semiconductor industry ETF was robust, with a turnover rate of 14.1% and a transaction volume of 58.68 million yuan [3] Group 2 - A significant breakthrough in the domestic chip sector was reported, where a team from Peking University utilized cryo-electron microscopy to observe the microscopic behavior of photoresist in developing solutions, potentially reducing wafer defects by over 99% [3] - The domestic AI computing power market is entering a growth phase, with expected orders of approximately 2.004 billion yuan for Moer Thread and 1.43 billion yuan in hand orders for Muxi [3] Group 3 - The demand for high-performance computing chips is being driven by cloud-based large model training and edge AI applications, with domestic manufacturers like Huawei Ascend and Muxi enhancing market confidence in autonomous computing power [4] - The semiconductor industry ETF has experienced a net outflow of 6.5534 million yuan recently, but has attracted a total of 40.9866 million yuan over the past ten trading days [4] - The top ten weighted stocks in the semiconductor industry index account for 78.18% of the index, including companies like Zhongwei Company and North Huachuang [4]