Group 1 - The semiconductor materials ETF (562590) closely tracks the CSI Semiconductor Materials and Equipment Theme Index, which selects 40 listed companies deeply involved in the semiconductor materials and equipment sectors [2] - The index includes leading companies that have shown significant performance in the domestic substitution process, such as North Huachuang and Zhongwei Company in the etching equipment field, and Hushi Silicon Industry and Nanda Optoelectronics in key materials [2] - The sample selection reflects the trend of self-reliance and upgrading in the semiconductor industry chain, showcasing the overall performance of listed companies in semiconductor materials and equipment [2] Group 2 - As of June 20, 2025, the CSI Semiconductor Materials and Equipment Theme Index (931743) rose by 1.01%, with component stocks such as Jingrui Electric Materials up by 6.68% and Sanjia Technology up by 4.14% [1] - Yuanjiwei Technology (Shanghai) Co., Ltd. has recently completed several million yuan in seed and Pre-A financing, which will help accelerate its industrialization efforts [1] - The launch of the first fully autonomous two-dimensional semiconductor integrated circuit engineering demonstration line in Shanghai marks a significant step in the domestic semiconductor industry chain's maturity and completeness [1]

Group 1 - The semiconductor industry is experiencing a new wave of mergers and acquisitions, driven by the recent implementation of revised regulations by the China Securities Regulatory Commission on May 16, which aims to enhance the vitality of the M&A market and promote high-quality development of listed companies [2] - The semiconductor materials ETF closely tracks the Zhongzheng Semiconductor Materials and Equipment Theme Index, which includes 40 listed companies involved in semiconductor materials and equipment, reflecting the overall performance of these companies [2] - Sanjia Technology announced plans to acquire a 51% stake in Anhui Zhonghe Semiconductor Technology Co., Ltd. for RMB 121 million, which is expected to enhance its market share and core competitiveness [1][2] Group 2 - The recent M&A activity in the semiconductor sector is expected to facilitate resource sharing and complementary advantages among domestic semiconductor companies, helping them tackle key core technologies and improve their competitive position in the global semiconductor market [2] - The Zhongzheng Semiconductor Materials and Equipment Theme Index has shown mixed performance among its constituent stocks, with Sanjia Technology hitting the daily limit up and other stocks like Jing Sheng Co. and Huahai Chengke also experiencing gains [1] - The semiconductor materials ETF has seen a 2.01% increase over the past week, indicating a positive trend in the sector [1]