【科创芯片50ETF(588750)标的指数前十大成分股】 | 序号 | 代码 | 名称 | -级行业 申万一 | 涨跌幅 | 成交额 | 估算权重▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 688981 | 中芯国际 | 电子 | 0.08% | 5.05亿 | 10.19% | | 2 | 688041 | 海光信息 | 电子 | -0.09% | 4.02亿 | 9.91% | | 3 | 688256 | 寒武纪-U | 电子 | -0.35% | 7.21亿 | 8.97% | | 4 | 688008 | 澜起科技 | 电子 | 3.40% | 7.69亿 | 7.98% | | 5 | 688012 | 中微公司 | 电子 | 1.89% | 4.90亿 | 7.18% | | 6 | 688521 | 芯原股份 | 电子 | -0.40% | 1.66亿 | 2.72% | | 7 | 688126 | 沪硅产业 | 电子 | 1.15% | 7267.55万 | 2.65% | | 8 | 688120 | 华海清科 | 电子 ...

Core Viewpoint - The A-share market is experiencing a rebound, particularly in the semiconductor sector, with significant capital inflow into the Sci-Tech Chip 50 ETF, indicating a bullish sentiment among investors [1][5]. Group 1: Market Performance - The Sci-Tech Chip 50 ETF (588750) has seen a capital inflow exceeding 64 million yuan over the past two days, despite a slight decline of 0.1% [1]. - The performance of constituent stocks within the ETF is mixed, with notable movements including a 2.32% increase in Lanke Technology and a 4.63% decrease in Chip Origin Technology [6]. Group 2: EDA Market Developments - Major EDA software companies, including Synopsys, Cadence, and Siemens, have resumed services to China, which is crucial for the semiconductor design process [3]. - The global EDA market is dominated by these three companies, holding a combined market share of over 70% [3]. Group 3: Domestic EDA Industry Growth - The domestic EDA industry is expected to accelerate its development, with companies like Huada Jiutian and Gai Lun Electronics making significant advancements [4]. - The Chinese EDA market is projected to reach 4.22 billion yuan by 2028, with a compound annual growth rate of 21.2% from 2024 to 2028 [4]. Group 4: Semiconductor Industry Outlook - The semiconductor sector is entering an upward cycle, with a projected global sales growth rate of 17% in 2024 [5]. - The net profit of the semiconductor sector is expected to increase by 15.1% year-on-year in Q1 2025, with the Sci-Tech Chip 50 ETF's constituent companies projected to see a net profit growth of 70% in Q1 2025 [5]. Group 5: AI and Semiconductor Demand - The rapid growth of AI is anticipated to create a second growth curve for the semiconductor industry, with major internet companies increasing their capital expenditures on AI-related chips [7]. - The global AI chip market is expected to grow significantly, reaching over $400 billion by 2027 [7]. Group 6: Domestic Equipment Replacement - The trend of domestic equipment replacement in the semiconductor industry is gaining momentum, with local equipment manufacturers increasing their market share from 7% in 2020 to an estimated 19% in 2024 [4]. - The average validation cycle for domestic semiconductor equipment is expected to decrease from 24 months to 14 months by 2024 [4].

| 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 成交额 | 估算权重 ▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 688981 | 中心国际 | 电子 | 1.93% | 17.45亿 | 10.24% | | 2 | 688041 | 海光信息 | 电子 | 1.63% | 9.08亿 | 10.02% | | 3 | 688256 | 寒武纪-U | 电子 | 3.00% | 21.15 Z | 9.59% | | 4 | 688008 | 湯起科技 | 电子 | 1.32% | 7.15 Z | 7.88% | | 5 | 688012 | 中微公司 | 电子 | 1.89% | 5.47 Z | 7.07% | | 6 | 688521 | 芯原微电子 | 电子 | 3.77% | 6.23 7 | 2.71% | | 7 | 688126 | 上海硅产业集团 | 电子 | 1.35% | 1.19亿 | 2.66% | | 8 | 688608 | 恒玄科技 | 电子 | 0.77% | 4.23 Z | 2.24% | ...

科创芯片板块喜迎并购重组新规后首单！5月25日晚间，海光信息、中科曙光发布公告称，正在筹划由海光信息通过向中科曙光全体A股换股股东发行A股股 票的方式，换股吸收合并中科曙光，并发行A股股票募集配套资金。 数据显示，海光信息是科创芯片50ETF（588750）标的指数第三大重仓股，占比达9.53%；而海光信息、中科曙光在信创50ETF（560850）标的指数中占比 加总高达10.17%！ | 证券代码 | 证券名称 | | 中证—级行业分类 中证二级行业分类 | 权重(%) | 证券代码 | 证券名称 | | 中证一级行业分类 中证二级行业分类 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 688981 | 中心国际 | 信息技术 | 未合体 | 9.89 | 688041 | 一 海光信息 | 信息技术 | 未曾体 | | 688256 | 寒武纪 | 信息技术 | 未合体 | | 000977 | 浪潮信息 | 信息技术 | 电子 | | 688041 | 海光信息 | 信息技术 | 半导体 | | 301269 | 华大九天 | 信 ...

5月20日，A股震荡攀升，芯片板块延续回暖。科创芯片50ETF（588750）当前微涨0.5%，冲击两连阳！在芯片自主创新大背景下，资金借道ETF汹涌布局， 科创芯片50ETF（588750）连续3日获累计净流入超1500万元！ 2025年初Deepseek爆火出圈，随后国内云厂商陆续推出大模型，性能极具竞争力，推动国产算力爆发。在全球应用（APP）排行前五中（按MAU排序）夸 克、豆包、DeepSeek分居2、3、4名，在开源模型中，我国已经占据较大优势。 端侧AI产品加速发布，处理器和内存是两大核心变化点，算力需求爆发。长城证券表示，IDC定义AI手机算力须达30TOPS，微软定义AI PC算力须达 40TOPS，以满足计算需求，驱动处理器在手机及电脑单机价值量提升。同时，端侧设备参数量不断变大，内存将不断增加，下一代AI手机内存有望增长至 12~16GB，AI PC内存有望增长至16~32GB，存储芯片领域有望持续受益。（来源于长城证券20250516《25Q1板块归母净利环比+56%，看好AI端侧落地驱 动需求新周期》） 【自主可控方向明显，国产算力芯片需求或将迎来爆发式增长】 在英伟达AI芯片对中国 ...