风险提示：基金有风险，投资需谨慎。如需购买相关基金产品，请您关注投资者适当性管理相关规定， 提前做好风险测评，并根据您自身的风险承受能力购买与之相匹配的风险等级的基金产品。基金的过往 业绩并不预示其未来表现，基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证。投资前请 仔细阅读基金合同、基金招募说明书和产品资料概要等法律文件，了解基金的具体情况。科创半导体设 备ETF投资于科创板，会面临科创板机制下因投资标的、市场制度以及交易规则等差异带来的特有风 险，包括但不限于科创板上市公司股票价格波动较大的风险、流动性风险、退市风险等。指数由中证指 数有限公司（"中证"）编制和计算，其所有权归属中证。中证将采取一切必要措施以确保指数的准确 性，但不对此作任何保证，亦不因指数的任何错误对任何人负责。 科创半导体设备ETF（588710）及其联接基金（A类024974、C类024975）的基金管理人华泰柏瑞基金 是境内首批ETF管理人之一，拥有超18年ETF运营经验，打造了目前A股市场规模居首的ETF——沪深 300ETF（510300）。同时华泰柏瑞基金是业内首批集齐科创板四大宽基ETF产品的管理人，一手打造 了科 ...

近期，在AI需求爆发、产业周期复苏、国产替代加速等因素共同作用下，半导体板块表现强势，带动 多只ETF成交放量。Wind数据显示，截至2025年9月25日中韩半导体ETF（513310）近一周日均成交额 高达55亿元，期间累计"吸金"4.42亿元，而科创半导体设备ETF（588710）也连续7个交易日（9/17- 9/25）日均成交额站上1亿元大关，期间资金累计净流入达4.90亿元。 风险提示：基金有风险，投资需谨慎。如需购买相关基金产品，请您关注投资者适当性管理相关规 定，提前做好风险测评，并根据您自身的风险承受能力购买与之相匹配的风险等级的基金产品。基金的 过往业绩并不预示其未来表现，基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证。投资 前请仔细阅读基金合同、基金招募说明书和产品资料概要等法律文件，了解基金的具体情况。科创半导 体设备ETF投资于科创板，会面临科创板机制下因投资标的、市场制度以及交易规则等差异带来的特有 风险，包括但不限于科创板上市公司股票价格波动较大的风险、流动性风险、退市风险等。本基金可投 资于境外证券市场，除需承担与境内证券投资基金类似的市场波动风险等一般投资风险，还将面临 ...

Group 1 - The semiconductor equipment sector is experiencing significant growth, with the Kweichow Moutai Semiconductor Equipment ETF (588710) rising by 8.67% and a trading volume exceeding 300 million yuan [1] - The ETF has seen a net inflow of over 130 million yuan in the past five days, indicating strong investor interest [1] - The underlying index tracks companies involved in semiconductor materials and equipment on the STAR Market, reflecting the overall performance of these securities [1] Group 2 - Advanced process and packaging demands are continuously increasing, leading to accelerated progress in domestic semiconductor equipment technology validation and order conversion [2] - Several semiconductor equipment companies have reported advancements in equipment validation and order progress, including successful mass production of core products and repeat orders from major clients [2] - Notable developments include the successful validation of HBM testing equipment and the acquisition of a significant order for silicon photonic packaging by a subsidiary of Robotech [2]

Group 1 - The A-share market experienced an upward trend on September 24, with the semiconductor equipment sector leading the gains. The Kexin Semiconductor Equipment ETF (588710) rose by 9.81%, ranking among the top five in market gains, with a trading volume exceeding 257 million yuan. Key stocks such as Shenkong Co., Ltd. hit the daily limit, while Shengmei Shanghai, Huahai Qingke, and Anji Technology also saw significant increases [1] - The Kexin Semiconductor Equipment ETF (588710) tracks the Shanghai Stock Exchange's Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index, which selects listed companies involved in semiconductor materials and equipment to reflect the overall performance of these securities [1] - A significant breakthrough in the domestic production of photolithography machines was reported against the backdrop of profound changes in the global semiconductor industry. At the 25th China International Industry Fair held on September 23, Shanghai Micro Electronics Equipment (SMEE) showcased the parameters of its extreme ultraviolet (EUV) lithography machine for the first time [1] Group 2 - Huaxin Securities indicated that with national policy support, domestic companies are accelerating research and development breakthroughs in photolithography machine manufacturing technology. Notably, Shanghai Micro Electronics' self-developed 600 series lithography machine has achieved mass production at the 90nm process node and is currently developing a 28nm immersion lithography machine [2] - The recent collaboration testing between Yuliangsheng and SMIC is seen as an important signal for breakthroughs in domestic photolithography machines. The advancement in lithography technology is expected to drive upgrades in upstream materials and precision machinery, accelerating the domestic production of critical materials such as photoresists and optical components, forming an industrial upgrade pattern characterized by "leading companies driving multiple breakthroughs" [2]

中信证券指出，长期看，半导体设备国产化方向明确：一方面，国内晶圆厂在全球市占率从目前的约 10%，若提升到自给自足情形下30%（中国半导体市场约占全球30%，SEMI数据），有3倍扩产空间； 另一方面，设备国产化率从当前约20%，若提升至未来60%～100%（分别考虑替代美国设备对应的约 40%份额，以及全国产化情形），有3～5倍空间，发展趋势明确。短期来看， 2025年国内半导体晶圆 厂投资表现相对平淡，但国内头部存储厂商新一期项目有望启动，且先进逻辑厂商加大扩产力度，半导 体设备有望进入新一轮快速增长期。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 值得注意的是，该ETF近10个交易日（9月10-23日）累计涨18.93%。 科创半导体设备ETF（588710）跟踪上证科创板半导体材料设备主题指数，该指数选取科创板内业务涉 及半导体材料和半导体设备等领域的上市公司证券作为指数样本，以反映科创板半导体材料和设备上市 公司证券的整体表现。 9月24日，指数走强，创业板指拉升涨逾1%，沪指涨0.24%，深成指涨0.52%。半导体芯片涨幅居前。相 关ETF方 ...