On May 20, major stock indices showed mixed results. On the market, the semiconductor sector experienced a comprehensive surge, with semiconductor equipment leading the gains. As of 10:25, the semiconductor equipment ETF Wanjia (159327) rose by 2.01%, reaching a new high, with a transaction amount exceeding 128 million.
As of the previous trading day, the semiconductor equipment ETF Wanjia (159327) had a weekly increase of 12.72%, a monthly increase of 41.32%, a three-month increase of 38.48%, a six-month increase of 76.16%, and a yearly increase of 151.45%. The past performance has been outstanding.
In terms of news, domestic storage chip &#34;duopoly&#34; accelerates IPO—following Changxin Technology's update of its prospectus, on May 19, Yangtze Memory Technologies Co., Ltd. completed the counseling filing registration with the Hubei Securities Regulatory Bureau, planning to publicly issue stocks and list for the first time. It is reported that Yangtze Memory is the only 3D NAND storage chip manufacturer in China, and its revenue in the first quarter of this year has exceeded 20 billion yuan, doubling year-on-year, with its NAND (flash memory) chip production exceeding 10% of the global market, approaching third place globally.
Huayuan Securities pointed out that the global semiconductor industry chain has entered an expansion cycle, and domestic wafer fabs are increasing local support to ensure supply chain security, promoting significant breakthroughs in domestic production in areas such as etching and thin film deposition, while developments in coating, developing, and measurement will also see progress in localization. As advanced storage and process wafer fabs continue to expand, the self-controllable sector is expected to usher in a new upward cycle, benefiting core equipment, components, materials, and cleanroom fields from this industrial trend.
The Wanjia CSI Semiconductor Material &amp; Equipment Thematic ETF (referred to as semiconductor equipment ETF Wanjia – 159327) closely tracks the semiconductor material and equipment index. As of 10:25, among the top ten weighted stocks in the semiconductor equipment ETF Wanjia (159327), Northern Huachuang rose by 3.36%, Tuojing Technology rose by 4.2%, Changchuan Technology rose by 5.69%, Huahai Qingshi rose by 4.03%, Shanghai Silicon Industry rose by 0.24%, Zhongke Feicai rose by 13.19%, Nanda Optoelectronics rose by 0.85%, Anji Technology rose by 3.13%, and Jiangfeng Electronics fell by 1.96%.
The semiconductor equipment ETF Wanjia (159327) tracks the CSI Semiconductor Material &amp; Equipment Thematic Index and continues to receive capital inflows. As of the previous trading day, the fund had a total net inflow of 181 million yuan in the past six months and a total net inflow of 565 million yuan in the past year.
The semiconductor equipment ETF Wanjia (159327) focuses on core &#34;bottleneck&#34; areas such as lithography, etching, thin film deposition, cleaning equipment, silicon wafers, and electronic specialty gases, covering leading companies like Northern Huachuang and Zhongwei Company, making it a pure &#34;shovel seller&#34; index fund.
The Wanjia CSI Semiconductor Material &amp; Equipment Thematic ETF (referred to as semiconductor equipment ETF Wanjia – 159327) closely tracks the CSI Semiconductor Material &amp; Equipment Thematic Index, which selects 40 listed company securities involved in semiconductor materials and semiconductor equipment from the Shanghai and Shenzhen markets as index samples, reflecting the overall performance of listed company securities in the semiconductor materials and equipment sectors in the Shanghai and Shenzhen markets
Off-market investors can also layout through Connect (Class A 023828, Class C 023829) to share in the upward trend of the semiconductor industry and the benefits of domestic chip production.
(Funds carry risks, and investment should be cautious)

159995

588170

159325

159327

512760

512480

The "dual champions" of domestic storage chips accelerate their IPOs, with Changjiang Storage completing the counseling filing registration at the Hubei Securities Regulatory Bureau, planning to go public for the first time. The Wanjia Semiconductor Equipment ETF (159327) rose over 2% against the trend, reaching a new high, with an increase of 151.45% over the past year. The global semiconductor industry chain has entered an expansion cycle, promoting the progress of localization, and the core equipment and materials sectors will benefit

同壁财经

ChinaAMC Guozheng Semiconductor Chip ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

China Southern CSI Semiconductor Industry Custom ETF

Wanjia CSI Semiconductor Material & Equipment Thematic ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

NAURA

Piotech

CCTech

HWATSING

NSIG

Skyverse

NATA OPTO-ELECT

Anji Technology

KFMI

AMEC

Domestic storage "dual champions" accelerate IPOs, semiconductor expansion cycle ignites equipment demand, semiconductor equipment ETF Wanjia (159327) rises over 2% against the trend, continuing to hit new highs