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存储芯片龙头启动上市辅导!科创芯片50ETF(588750)涨1%,近5日吸金超8800万元!乐鑫科技飙涨近9%,上半年净利润预增65%以上!
Xin Lang Cai Jing· 2025-07-08 05:48
【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 ...
国产替代+AI双驱动,引领半导体产业核心主线,思特威涨超5%,科创芯片50ETF(588750)收十字星,连续3日获资金净流入超7900万元!
Xin Lang Cai Jing· 2025-07-04 09:49
7月4日,A股市场午后冲高回落,科技股受挫。截至收盘,科创芯片50ETF(588750)收十字星,微跌0.10%。资金持续布局"AI催化+国产替代"双轮驱动的半 导体板块,科创芯片50ETF(588750)已连续3日累计吸金超7900万元! 上证科创板芯片指数(000685)上涨0.06%,成分股拓荆科技(688072)上涨5.78%,思特威(688213)上涨5.36%,峰岹科技(688279)上涨4.78%,华海清科(688120) 上涨3.43%,芯源微(688037)上涨2.28%。 | 序号 | 代码 | 名称 | 申万―级行业 | 涨跌幅 | 成交额 | 估算板重 ▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 688981 | 中不国际 | 电子 | -0.51% | 21.66亿 | 10.25% | | 2 | 688041 | 海光信息 | 电子 | 0.15% | 15.15 Z | 9.83% | | 3 | 688256 | 寒武纪-U | 电子 | 0.03% | 31.12亿 | 9.04% | | 4 | 688008 ...
EDA巨头解除断供!科创芯片50ETF(588750)探底回升,资金逢跌布局,连续两日增仓超6400万元!国产替代走到哪了?
Sou Hu Cai Jing· 2025-07-03 06:47
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].
专家访谈汇总:半导体企业排队上市
阿尔法工场研究院· 2025-07-02 11:03
Group 1: Marine Economy - The Central Financial Committee emphasized high-quality development of the marine economy, focusing on top-level design, policy support, and encouraging social capital participation [1] - Guangdong Province has implemented new regulations for high-quality marine economic development, while Shandong Province aims for marine specialty industries to grow significantly faster than GDP by 2027 [1] - The pharmaceutical value of marine biological resources is substantial, with new drug development opportunities expected to drive rapid growth in the marine biomedicine industry, particularly for new drugs based on marine active substances [1] Group 2: Photovoltaic Industry - Prices for silicon materials, silicon wafers, battery cells, and TopCon components are projected to decrease by 11.42%, 9.28%, 10.52%, and 4.22% respectively by 2025 [2] - BC batteries (bifacial batteries) gained attention at the SNEC exhibition and are seen as having the potential to challenge TopCon technology, although large-scale production has not yet been achieved [2] - TCL Photovoltaic Technology is exploring new growth points in the domestic market through an integrated solution of "photovoltaics + energy storage + charging piles + heat pumps," especially as costs decline [2] Group 3: Embodied Intelligence - The application of embodied intelligence has shown initial results, but experts indicate it is still in the exploratory stage and not yet at a mature industrial level [3] - Traditional industrial robots rely on manual programming, requiring long adjustments for product model changes, while embodied intelligence can significantly shorten this process and enhance production efficiency [3] - The lack of uniform hardware among different manufacturers complicates data sharing and interoperability, increasing the difficulty of industry standardization [3] Group 4: Semiconductor Industry - Despite short-term pressure on tech stocks, long-term investment in the semiconductor and chip sectors remains strong, with notable declines in stocks like Hengxuan Technology and Cambricon [4][5] - The semiconductor industry is experiencing consolidation, with increased support for mergers and acquisitions from national policies, exemplified by several high-profile acquisitions [4] - AI technology is expected to drive demand growth in AI servers, AI phones, and AIPC devices, forming a smart ecosystem centered around AI servers [4] Group 5: Innovative Pharmaceuticals - Guangdong Province has released its first batch of approved innovative drug and medical device products, including 107 items, with 10 cancer drugs making up about 22% of the total [5] - The approval of innovative drugs like Cardunilumab for cervical cancer treatment highlights the advancements in tumor immunotherapy and the capabilities of local companies [5] - Research teams from Sun Yat-sen University have successfully developed and commercialized innovative drugs, contributing to the international success of local pharmaceutical products [5]
重磅会议定调:强化科技创新!寒武纪劲升4%,科创芯片50ETF(588750)放量大涨2%
Xin Lang Cai Jing· 2025-06-30 03:22
| 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% | ...
ETF开盘:品牌消费ETF领涨3.82%,油气ETF博时领跌9.0%
news flash· 2025-06-19 01:26
恭喜!T+0全球交易权限现已为您开通>> ETF开盘涨跌不一,品牌消费ETF(517880)领涨3.82%,芯片50ETF(159560)涨2.81%,金融科技 ETF(159851)涨0.92%,油气ETF博时(561760)领跌9.0%,稀土ETF易方达(159715)跌2.0%,国证2000ETF 基金(159543)跌1.61%。 ...
芯片航母来了?海光信息吸收合并中科曙光!把握“科特估”行情,哪些指数相关度高?科创芯片50ETF(588750)份额创新高
Xin Lang Cai Jing· 2025-05-26 03:04
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 ...
科创芯片50ETF(588750)连续反弹,冲击两连阳!腾讯资本开支激增91%,算力需求持续爆发!
Xin Lang Cai Jing· 2025-05-20 06:11
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 ...