科创芯片ETF联接基金

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近7天获得连续资金净流入,科创芯片ETF(588200)最新规模近420亿元创成立以来新高!
Xin Lang Cai Jing· 2025-10-10 05:39
流动性方面,科创芯片ETF盘中换手11.4%,成交46.15亿元,市场交投活跃。规模方面,科创芯片ETF最新规模达419.15亿元,创成立以来新高,位居可比 基金第一。份额方面,科创芯片ETF最新份额达158.74亿份,创近1月新高,位居可比基金第一。 从资金净流入方面来看,科创芯片ETF近7天获得连续资金净流入,最高单日获得11.86亿元净流入,合计"吸金"36.78亿元。 截至2025年10月10日 13:05,上证科创板芯片指数下跌5.68%。成分股方面,东芯股份领跌,燕东微、华虹公司、翱捷科技、晶合集成跟跌。科创芯片 ETF(588200)回调整固。拉长时间看,截至2025年10月9日,科创芯片ETF近2周累计上涨6.05%。 显示,截至2025年9月30日,上证科创板芯片指数前十大权重股分别为海光信息、澜起科技、中芯国际、寒武纪、中微公司、芯原股份、华虹公司、沪硅产 业、华海清科、晶晨股份,前十大权重股合计占比59.69%。 截至10月9日,科创芯片ETF近3年净值上涨164.69%,指数股票型基金排名17/1883,居于前0.90%。从收益能力看,截至2025年10月9日,科创芯片ETF自成 立以 ...
单日获资金净流入4.56亿元,科创芯片ETF(588200)连续4日上涨
Xin Lang Cai Jing· 2025-09-25 03:50
Group 1 - The core index of the Shanghai Stock Exchange Science and Technology Innovation Board for chips rose by 0.64%, with notable increases in stocks such as Jinghe Integrated (up 13.37%) and Huahong Semiconductor (up 5.67) [1] - The Science and Technology Innovation Chip ETF (588200) experienced a 0.48% increase, marking its fourth consecutive rise, and has accumulated a 9.88% increase over the past week [1][4] - The trading volume of the Science and Technology Innovation Chip ETF reached 2.172 billion yuan, with a turnover rate of 5.76% [4] Group 2 - The Science and Technology Innovation Chip ETF saw a significant growth in scale, increasing by 3.829 billion yuan over the past week, ranking first among comparable funds [4] - The ETF's net inflow of funds was 456 million yuan, with a total of 1.758 billion yuan net inflow over the last five trading days [4] - The net value of the Science and Technology Innovation Chip ETF has increased by 124.89% over the past two years, ranking 8th out of 2331 index equity funds [4] Group 3 - Alibaba Group's CEO announced plans to invest 380 billion yuan in cloud computing and AI infrastructure over the next three years, with potential for additional investments [5] - The increase in AI computing power infrastructure investments by leading tech companies indicates a shift towards a competition focused on computing power, which may boost demand in upstream hardware industries [5] - The strategic moves of leading companies may serve as a market indicator, reinforcing expectations for long-term growth in the AI computing sector [5] Group 4 - The top ten weighted stocks in the Science and Technology Innovation Board chip index account for 62.02% of the total index, with companies like Cambricon and Huagong Information leading the list [4][7] - Investors without stock accounts can access domestic chip investment opportunities through the Science and Technology Innovation Chip ETF linked fund (017470) [7]
对美生产的模拟芯片发起反倾销调查!科创芯片ETF(588200)盘中拉升冲击4连涨!
Xin Lang Cai Jing· 2025-09-15 03:11
截至9月12日,科创芯片ETF近2年净值上涨91.69%,指数股票型基金排名25/2301,居于前1.09%。从收益能力看,截至2025年9月12日,科创芯片ETF自成立 以来,最高单月回报为35.07%,最长连涨月数为4个月,最长连涨涨幅为36.01%,上涨月份平均收益率为9.53%。 数据显示,截至2025年8月29日,上证科创板芯片指数前十大权重股分别为寒武纪、海光信息、中芯国际、澜起科技、中微公司、芯原股份、东芯股份、沪 硅产业、晶晨股份、恒玄科技,前十大权重股合计占比62.02%。 截至2025年9月15日 10:34,上证科创板芯片指数强势上涨1.88%,成分股思瑞浦上涨13.24%,纳芯微上涨11.94%,拓荆科技上涨11.83%,海光信息、艾为电 子等个股跟涨。科创芯片ETF(588200)上涨1.70%, 冲击4连涨。 流动性方面,科创芯片ETF盘中换手6.03%,成交19.64亿元。拉长时间看,截至9月12日,科创芯片ETF近1月日均成交40.53亿元,排名可比基金第一。 规模方面,科创芯片ETF近1周规模增长4.10亿元,实现显著增长,新增规模位居可比基金第一。份额方面,科创芯片ETF近 ...
科创芯片ETF(588200)盘中涨近6%,成分股乐鑫科技、翱捷科技20cm涨停
Xin Lang Cai Jing· 2025-08-27 05:22
Group 1: ETF Performance - The Sci-Tech Chip ETF had an intra-day turnover of 8.79%, with a transaction volume of 3.11 billion yuan [3] - Over the past week, the average daily transaction volume of the Sci-Tech Chip ETF reached 4.459 billion yuan, ranking first among comparable funds [3] - The ETF's scale increased by 2.664 billion yuan in the past week, also ranking first among comparable funds [3] - In the past six months, the ETF's shares grew by 4.074 billion shares, marking significant growth and ranking first among comparable funds [3] - As of August 26, the ETF's net value increased by 130.13% over the past year, placing it first among comparable funds and ranking 23rd out of 2,977 index equity funds [3] Group 2: Key Stocks in the Index - The top ten weighted stocks in the Sci-Tech Chip Index include Cambricon, SMIC, Haiguang Information, and others, collectively accounting for 57.59% of the index [3] - Notable stock performances include SMIC with a 5.31% increase and a weight of 10.22%, and Haiguang Information with a 1.91% increase and a weight of 10.15% [6] Group 3: Industry Trends - Cambricon reported a Q2 revenue increase of 4,425% year-on-year, reaching 1.769 billion yuan, with a record net profit margin of 38.57% [4] - The penetration rate of liquid cooling technology is expected to rise from 5% to 35-50%, with Chinese manufacturers expanding component exports due to Southeast Asia's data center construction [4] - Advanced packaging technology is becoming crucial for supporting AI and high-performance computing demands, with traditional processes struggling to meet performance evolution [4] - Domestic manufacturers are accelerating technology catch-up in wafer-level packaging and 2.5D/3D processes, benefiting from policy and capital collaboration [4] Group 4: Investment Opportunities - Investors without stock accounts can access domestic chip investment opportunities through the Sci-Tech Chip ETF linked fund (017470) [7]
科创芯片ETF(588200)盘中强势上涨10.35%,成分股海光信息、盛美上海20cm涨停,寒武纪涨超19%
Xin Lang Cai Jing· 2025-08-22 05:50
Group 1: ETF Performance - The Sci-Tech Chip ETF has a turnover rate of 10.63% and a trading volume of 3.502 billion yuan, indicating active market trading [3] - Over the past week, the average daily trading volume of the Sci-Tech Chip ETF reached 2.858 billion yuan, ranking first among comparable funds [3] - The ETF's net asset value has increased by 100.39% over the past year, ranking first among comparable funds and placing it in the top 2.22% of index equity funds [3] Group 2: Fund Growth Metrics - The Sci-Tech Chip ETF has seen a scale increase of 583 million yuan over the past week, leading among comparable funds [3] - In terms of shares, the ETF has grown by 46.5 million shares over the past three months, also ranking first among comparable funds [3] - The latest margin buying amount for the ETF reached 230 million yuan, with a margin balance of 1.419 billion yuan [3] Group 3: GPU Market Insights - The development of AI is heavily reliant on GPUs, with the domestic semiconductor industry making significant advancements in GPU manufacturing since 2023 [4] - The market size for domestic GPUs is estimated to be in the hundreds of billions, with production ramping up significantly [4] - Nvidia's revenue in mainland China is projected to be approximately 17.1 billion USD in 2024, exceeding 100 billion yuan [4] Group 4: Top Stocks in Chip Index - The top ten weighted stocks in the Sci-Tech Chip Index account for 57.59% of the index, including companies like Cambricon, SMIC, and Haiguang Information [4] - Notable stock performances include SMIC with a rise of 10.80% and Haiguang Information with a rise of 20.00% [6] Group 5: Investment Opportunities - Investors without stock accounts can access domestic chip investment opportunities through the Sci-Tech Chip ETF linked fund (017470) [7]
全球半导体增长走势乐观,科创芯片ETF(588200)冲击3连涨,成分股中船特气20cm涨停
Xin Lang Cai Jing· 2025-08-13 05:27
Core Viewpoint - The semiconductor sector in China is experiencing significant growth, driven by AI demand and a shift towards inference computing, with the Sci-Tech Innovation Board Chip Index showing positive performance and the Sci-Tech Chip ETF gaining substantial traction in trading volume and net value [1][4][5]. Group 1: Market Performance - As of August 13, 2025, the Sci-Tech Innovation Board Chip Index increased by 0.90%, with notable gains from stocks such as China Shipbuilding Industry Corporation and Shanghai Hojin [1]. - The Sci-Tech Chip ETF (588200) rose by 0.95%, marking its third consecutive increase [1]. - The ETF recorded a turnover rate of 4.96% and a transaction volume of 1.557 billion yuan, with an average daily transaction volume of 2.474 billion yuan over the past year, ranking first among comparable funds [4]. Group 2: Fund Growth and Performance - The Sci-Tech Chip ETF saw a significant increase in scale, growing by 6.178 billion yuan over the past three months, leading among comparable funds [4]. - The ETF's share count increased by 2.181 billion shares in the last three months, also ranking first among comparable funds [4]. - The net value of the Sci-Tech Chip ETF rose by 78.97% over the past year, placing it first among comparable funds, with a ranking of 107 out of 2954 in the index stock fund category [4]. Group 3: Industry Outlook - IDC predicts that by 2027, the share of inference computing in China's intelligent computing will rise from approximately 41% in 2023 to around 72.6% [5]. - Tianfeng Securities anticipates continued optimistic growth in the global semiconductor market driven by AI, with a focus on domestic substitution amid supply chain risks [5]. - The top ten weighted stocks in the Sci-Tech Innovation Board Chip Index account for 57.59% of the index, with companies like Cambricon and SMIC being key players [5][7].
最新资金净流入5.61亿元,科创芯片ETF(588200)午后上涨1.05%,成分股东芯股份涨超18%
Xin Lang Cai Jing· 2025-08-11 05:20
Core Viewpoint - The rapid development of AI and related technologies is significantly driving the upgrade of computing infrastructure, leading to increased demand for computing power and a strong performance in the semiconductor sector, particularly in the context of the STAR Market chip index and related ETFs [1][4]. Group 1: Market Performance - The STAR Market chip index rose by 1.06% as of August 11, 2025, with notable increases in constituent stocks such as Dongxin Technology (up 18.76%) and Peak Technology (up 8.86%) [1]. - The STAR Chip ETF (588200) also saw a gain of 1.05% [1]. - The STAR Chip ETF recorded a turnover rate of 3.59% and a transaction volume of 1.157 billion yuan, with an average daily transaction volume of 2.456 billion yuan over the past year, ranking first among comparable funds [3]. Group 2: Fund Growth and Performance - The STAR Chip ETF experienced a significant increase in scale, growing by 667 million yuan over the past week, leading in new scale among comparable funds [3]. - The ETF's share count increased by 51.6 million shares in the same period, also ranking first in new shares among comparable funds [3]. - The latest net inflow of funds into the STAR Chip ETF was 561 million yuan, indicating strong investor interest [3]. Group 3: Sector Insights - The demand for electronic components is in a mild recovery phase, with storage chip prices rebounding since February 2025, and DDR4 prices reaching 2022 highs [4]. - Global pure semiconductor foundry revenue is expected to grow by 17% year-on-year, with 3nm node revenue increasing by over 600%, driven by demand from AI PCs and high-performance computing (HPC) [4]. - As of July 31, 2025, the top ten weighted stocks in the STAR Market chip index accounted for 57.59% of the index, with companies like Cambricon, SMIC, and Haiguang Information leading the way [4][6].
国产化替代持续推进,科创芯片ETF(588200)近23日获资金净流入13.36亿元
Xin Lang Cai Jing· 2025-08-07 05:08
规模方面,科创芯片ETF近1周规模增长7043.22万元,实现显著增长,新增规模位居可比基金第一。份额方面,科创芯片ETF近1月份额增长9.45亿份,实现 显著增长,新增份额位居可比基金第一。 截至2025年8月7日 10:22,上证科创板芯片指数下跌0.32%。成分股方面涨跌互现,东芯股份领涨14.69%,南芯科技上涨4.32%,澜起科技上涨1.17%;盛美 上海领跌,晶晨股份、睿创微纳跟跌。科创芯片ETF(588200)下修调整。 流动性方面,科创芯片ETF盘中换手2.68%,成交8.62亿元。拉长时间看,截至8月6日,科创芯片ETF近1年日均成交24.41亿元,排名可比基金第一。 天风证券指出,综合来看2025年,全球半导体增长延续乐观增长走势,2025年AI驱下游增长。同时,政策对供应链中断与重构风险持续升级,国产化替代 持续推进。二季度各环节公司业绩预告亮眼,展望三季度半导体旺季期,建议关注存储/功率/代工/ASIC/SoC业绩弹性,设备材料、算力芯片国产化替代。 该机构认为,存储板块预估3Q25存储器合约价涨幅持续高增,企业级产品持续推进,带动龙头公司季度业绩环比增长明确,利基型存储25Q3有望开 ...
最新规模突破330亿元,科创芯片ETF(588200)红盘蓄势,东芯股份领涨成分股
Sou Hu Cai Jing· 2025-07-30 03:15
Group 1: ETF Performance and Liquidity - The Sci-Tech Chip ETF has a turnover rate of 3.52% during trading, with a transaction volume of 1.157 billion yuan [3] - As of July 29, the ETF's latest scale reached 33 billion yuan, marking a one-year high and ranking first among comparable funds [3] - Over the past week, the ETF's share increased by 30 million shares, also ranking first among comparable funds [3] - In the last 21 trading days, the ETF experienced net inflows on 15 days, totaling 3.178 billion yuan [3] - The ETF's financing net purchase amount reached 10.0419 million yuan this month, with a latest financing balance of 1.702 billion yuan [3] - The ETF's net value increased by 74.24% over the past year, ranking first among comparable funds [3] Group 2: Industry Insights and Market Trends - The resurgence of H20 is providing more computing power options for AI application companies, alleviating the shortage of high-end chips and accelerating the commercialization of AI applications [4] - This shift is expected to encourage domestic manufacturers to accelerate product iteration and strengthen the move towards full-stack autonomy, supporting the trend of domestic substitution [4] - As of June 30, 2025, the top ten weighted stocks in the Sci-Tech Chip Index accounted for 57.76% of the index, including major players like SMIC and Cambrian [4] Group 3: Stock Performance - The performance of key stocks in the Sci-Tech Chip Index shows varied results, with SMIC down by 0.87% and Cambrian down by 1.38%, while companies like Langchao Technology saw an increase of 1.37% [6] Group 4: Investment Opportunities - Investors without stock accounts can access domestic chip investment opportunities through the Sci-Tech Chip ETF linked fund (017470) [7]
科创芯片ETF(588200)盘中拉升上涨1.80%,成分股东芯股份20cm涨停
Sou Hu Cai Jing· 2025-07-29 03:41
Group 1: ETF Performance - The Sci-Tech Chip ETF has a turnover rate of 4.64% during trading, with a transaction volume of 1.545 billion yuan [3] - As of July 28, the average daily transaction volume of the Sci-Tech Chip ETF over the past week is 2.67 billion yuan, ranking first among comparable funds [3] - The latest scale of the Sci-Tech Chip ETF reached 32.8 billion yuan, marking a six-month high and ranking first among comparable funds [3] - The ETF's shares increased by 20.4 million over the past week, achieving significant growth and ranking first among comparable funds [3] - The latest net inflow of funds into the Sci-Tech Chip ETF is 653 million yuan [3] Group 2: Performance Metrics - As of July 28, the net value of the Sci-Tech Chip ETF has increased by 67.13% over the past year, ranking first among comparable funds and placing it in the top 5.55% of index stock funds [3] - The highest monthly return since the ETF's inception is 25.18%, with the longest consecutive monthly increase being 4 months and the longest increase percentage being 36.01% [3] - The average return during the months of increase is 8.40% [3] Group 3: Semiconductor Industry Insights - According to SEMI, global semiconductor equipment sales are projected to reach a record 125.5 billion USD in 2025, with a year-on-year growth of 7.4%, and expected to reach 138.1 billion USD in 2026, marking three consecutive years of growth [4] - Domestic semiconductor equipment localization is progressing rapidly in etching and thin film deposition, with a localization rate exceeding 20% [4] - AI-driven growth combined with domestic localization is expected to lead to rapid expansion in domestic wafer and storage factories [4] Group 4: Key Stocks in the Sci-Tech Chip Index - The top ten weighted stocks in the Sci-Tech Chip Index as of June 30, 2025, include SMIC, Haiguang Information, Cambricon, and others, collectively accounting for 57.76% of the index [4] - The individual weightings of these stocks range from 10.22% for SMIC to 2.39% for Huahai Qingke [6] Group 5: Investment Opportunities - Investors without stock accounts can access domestic chip investment opportunities through the Sci-Tech Chip ETF linked fund (017470) [6]