China-South Korea Semiconductor ETF Hua Tai Bai Rui (513310) Trading Volume Exceeds 5 Billion Yuan, Three Sci-Tech Innovation Semiconductor Equipment ETFs Surge Over 6.5% in Morning Session

Deep News06-09

This morning, trading activity in industry and theme-focused ETFs contracted significantly, with none achieving a half-day turnover exceeding 3 billion yuan. Among them, Communication ETF Guo Tai (515880) and Sci-Tech Innovation Chip ETF Jia Shi (588200) saw half-day turnover figures surpassing 2.5 billion yuan each. In the cross-border ETF segment, the China-South Korea Semiconductor ETF Hua Tai Bai Rui (513310) rebounded on high volume, recording a half-day turnover of 5.435 billion yuan.

Top ETF Performers

Today, the semiconductor industry chain staged a strong rebound, with the most significant gains observed in the Sci-Tech Innovation Board's semiconductor sector. Specifically, three Sci-Tech Innovation Semiconductor Equipment ETFs surged over 6.5% in the morning session. Additionally, several ETFs related to Sci-Tech Innovation new materials and chips also posted gains exceeding 3%.

Underlying Investment Thesis

Driven by AI computing power demand, memory chips are accelerating their evolution towards higher stacking layers. This progression significantly increases the number of manufacturing process steps and material consumption per chip. Concurrently, global wafer fabs are in a substantial capacity expansion cycle. The continuous release of this new wafer production capacity will directly boost procurement demand for upstream semiconductor materials.

Notable ETF Movements

Sci-Tech Innovation Semiconductor ETF Hua Xia (588170), Sci-Tech Innovation Semiconductor Equipment ETF Hua Tai Bai Rui (588710), and Sci-Tech Innovation Semiconductor Equipment ETF Peng Hua (589020) rose 6.93%, 6.82%, and 6.74%, respectively, this morning. Among these, Sci-Tech Innovation Semiconductor ETF Hua Xia (588170) is the largest in scale, with shares outstanding of 1.03 billion and a half-day turnover of 1.03 billion yuan. All three aforementioned ETFs track the SSE Sci-Tech Innovation Board Semiconductor Materials & Equipment Theme Index.

This index selects securities of listed companies on the Sci-Tech Innovation Board whose businesses are involved in semiconductor materials and equipment sectors as sample components. It aims to reflect the overall performance of listed securities in the semiconductor materials and equipment space on the board.

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