On January 7, 2026, China's Ministry of Commerce announced the initiation of an anti-dumping investigation into imports of dichlorodihydrogensilane originating from Japan. As a critical raw material for semiconductor manufacturing, dichlorodihydrogensilane directly impacts the production of logic chips, memory chips, and various discrete devices, potentially further heightening the urgency for self-sufficiency in upstream semiconductor materials and equipment.
Against this backdrop, the STAR Market Semiconductor Equipment ETF (588710), which is highly focused on semiconductor materials and equipment, recorded net inflows totaling over 235 million yuan in the past four trading sessions. Concurrently, its trading volume showed a clear trend of significant expansion, with an average daily turnover of 278 million yuan during the same period, substantially exceeding the average daily turnover level of 95 million yuan from the fund's inception (May 26, 2025) to the end of 2025. Driven by continuous capital inflows, the latest size of the STAR Market Semiconductor Equipment ETF (588710) has climbed to 1.21 billion yuan, reaching a new high since its launch (May 26, 2025).
It is reported that the "Semiconductor Equipment + Semiconductor Materials" sector weighting within the SSE STAR Market Semiconductor Materials & Equipment Theme Index, which the STAR Market Semiconductor Equipment ETF (588710) closely tracks, reaches 84.8%. Furthermore, unlike the selection scope of some other semiconductor-themed indexes that cover both the Shanghai and Shenzhen markets, the STAR Market Semiconductor Materials & Equipment Index selects its constituents exclusively (100%) from the STAR Market. This more focused selection scope is expected to further amplify the high-tech credentials of the STAR Market Semiconductor Equipment & Materials Index.
In addition to benefiting from the intensified demand for semiconductor material self-sufficiency driven by escalating external risks, the global technology wave represented by AI has triggered an expansion in demand for memory chips. This is expected to bring more incremental orders to domestic semiconductor material and equipment manufacturers and enhance their earnings visibility.
Huatai-PineBridge Fund, the manager of the STAR Market Semiconductor Equipment ETF (588710), is one of China's first batch of ETF managers. Its flagship product, the Huatai-PineBridge CSI 300 ETF (510300), which currently holds the largest AUM among A-share market ETFs, officially began using the new on-market abbreviation "CSI300ETF Huatai-PB" starting January 9, 2026. This product's latest size has reached 437.35 billion yuan, demonstrating high market activity, and it is the sole underlying spot asset for the SSE CSI 300 ETF options. Furthermore, on January 11, Huatai-PineBridge Fund announced that the CSI300ETF Huatai-PB would implement a cash dividend, distributing a cash dividend of 1.23 yuan per 10 fund units. Based on the latest fund unit count, the total dividend amount this time may approach 11 billion yuan, potentially setting a new record for a single dividend payout by a domestic ETF.
Note: When investors subscribe for or redeem units of the STAR Market Semiconductor Equipment ETF or the CSI300ETF Huatai-PB, the subscription/redemption agency brokers may charge a commission at a rate not exceeding 0.5%, which includes relevant fees charged by the stock exchange and registration institutions. The above is excerpted from the product legal documents. Brokerage commissions for secondary market trading are subject to the standards set by the investor's broker; stamp duty is exempt.
Risk Warning: Funds carry risks, investment requires caution. If you intend to purchase related fund products, please pay attention to the relevant regulations on investor suitability management, complete a risk assessment in advance, and purchase fund products with a risk等级 matching your own risk tolerance based on the results. The past performance of a fund is not indicative of its future results. The performance of other funds managed by the fund manager does not guarantee the performance of this fund. Fund investments involve risks; please read the fund contract, fund prospectus, and product key facts statement carefully to understand the specific details of the fund. Investing in the STAR Market Semiconductor Equipment ETF, which invests in the STAR Market, involves specific risks arising from differences in investment targets, market mechanisms, and trading rules under the STAR Market system, including but not limited to the risk of significant price fluctuations in STAR Market-listed company stocks, liquidity risk, delisting risk, etc. The index is compiled and published by China Securities Index Co., Ltd., to whom the ownership of the index belongs. China Securities Index Co., Ltd. will take all necessary measures to ensure the accuracy of the index but does not provide any guarantee to this effect and shall not be liable to any person for any errors in the index.
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