Huatai-PB SSE STAR Semiconductor Material & Equipment Thematic ETF (588710) News

Taiwan Semiconductor's financial report exceeded expectations with an optimistic outlook, driving significant gains in the Sci-Tech Semiconductor ETF, Sci-Tech Semiconductor Equipment ETF, and Sino-Korean Semiconductor ETF.

The three major indices of the A-share market opened higher but fell subsequently. As of the midday closing, the Shanghai Composite Index dropped by 0.22% to 4103.45 points, the Shenzhen Component Index declined by 0.1%, and the ChiNext Index edged down by 0.01%, while the Beijing Stock Exchange 50 Index rose by 0.37%. The total trading volume of the entire market reached 2006.3 billion yuan, an increase of 111.1 billion yuan compared to the previous day's trading volume. Over 3,300 stocks in the entire market fell. In terms of sector performance, Taiwan Semiconductor's better-than-expected earnings report and optimistic outlook drove gains in the semiconductor and lithography equipment sectors, with Lanjian Electronics and Biwin Storage rising over 10%. Regarding ETFs, the Penghua Sci-Tech Semiconductor ETF and the Sci-Tech Semiconductor ETF both surged more than 4%; the Sci-Tech Semiconductor Equipment ETF also performed strongly.

Gelonghui FinanceJan 16 12:26

AI demand drives continuous growth in global semiconductor sales, with Semiconductor Equipment ETF and Semiconductor Industry ETF on the rise.

The semiconductor sector rose, with gains in the Semiconductor Equipment ETF, Semiconductor Industry ETF, Semiconductor Equipment ETF (E Fund), Semiconductor Materials ETF, Chip Equipment ETF, Kechuang Semiconductor ETF (Penghua), Semiconductor Equipment ETF Fund, Semiconductor Equipment ETF, Kechuang Semiconductor ETF, Semiconductor ETF (Southern), Kechuang Semiconductor Equipment ETF, and Chip ETF. The Semiconductor Equipment ETF tracks the CSI Semiconductor Index, where semiconductors equipment, materials, and integrated circuit design account for over 90% of the index's composition. These sectors represent upstream and midstream components of the chip supply chain, often referred to as 'selling picks and shovels,' offering significant potential for domestic substitution. In terms of major holdings,

Gelonghui FinanceDec 23, 2025 14:41

ETF Market Close | A-share trading volume rebounds to 2 trillion yuan, semiconductor equipment sector leads gains, with the Sci-Tech Semiconductor ETF surging 5%.

Gelonghui December 12 | A-share market opened lower but closed higher. By the close, the Shanghai Composite Index rose by 0.41%, the Shenzhen Component Index increased by 0.84%, the ChiNext Index climbed by 0.97%, and the Beijing Stock 50 Index gained 0.31%. The total market turnover reached RMB 2.12 trillion, an increase of RMB 233.5 billion compared to the previous day's turnover. In terms of sectors and themes, the grid equipment, precious metals, and semiconductor equipment sectors were active, while retail and Hainan-related sectors saw adjustments. Regarding ETFs, the semiconductor equipment sector surged across the board, with China AMC’s STAR Semiconductor ETF, Huatai Berley Fund’s STAR Semiconductor Equipment ETF, and Penghua’s STAR Semiconductor Equipment ETF rising by 5%, 4%, respectively.

Gelonghui FinanceDec 12, 2025 15:13

ETF Midday Review | The humanoid robotics sector surged across the board, with the E Fund Robot ETF and the Robot 50 ETF both rising over 3%.

Gelonghui December 4th | The three major indices of A-shares collectively rose in the morning session. As of the midday closing, the Shanghai Composite Index increased by 0.04%, the Shenzhen Component Index rose by 0.35%, and the ChiNext Index gained 0.76%. The half-day trading volume of the Shanghai, Shenzhen, and Beijing markets amounted to RMB 1.0402 trillion, representing a decrease of RMB 35.4 billion compared to the previous day. Nearly 3,500 individual stocks across the entire market declined. In terms of sector performance, the robotics industry chain was active, with embodied intelligence and Unitree Robotics leading the gains; commercial aerospace and low-altitude economy concept stocks performed strongly together. Superhard materials, consumer staples, and AI wearables-related stocks weakened. Regarding ETFs, the humanoid robotics sector surged across the board, with the Robotics ETF (E Fund)...

Gelonghui FinanceDec 4, 2025 11:43

ETF Market Close | A-shares Trading Volume Contracts for Third Consecutive Day, Commercial Space Sector Rises in the Afternoon; Satellite ETF Gains 2.5%

Gelonghui, November 28th | The A-share market extended its gains in the afternoon, with the Shanghai Composite Index closing up 0.34%, the Shenzhen Component Index rising 0.85%, and the ChiNext Index gaining 0.7%. The total market turnover amounted to RMB 1.59 trillion, a decrease of RMB 125.4 billion compared to the previous day’s turnover, marking the lowest level since August 4th. This marks the third consecutive day of declining turnover. Over 4,100 stocks across the market closed higher. The semiconductor equipment sector led gains throughout the day, while the Fujian regional stock sector expanded its rise in the afternoon. The lithium battery industry chain rebounded across the board, and the commercial aerospace concept recovered in the afternoon. In contrast, banking and pharmaceutical stocks ended lower. In the ETF sector, semiconductor equipment stocks led the gains, with China AMC’s STAR Semiconductor ETF...

Gelonghui FinanceNov 28, 2025 15:08

ETF Midday Review | Semiconductor equipment sector leads gains, with the STAR Tech Semiconductor ETF up 3.21%.

Gelonghui, November 28th | A-share market opened lower but moved higher subsequently. As of the midday session, the Shanghai Composite Index increased by 0.21%, the Shenzhen Component Index rose by 0.72%, and the ChiNext Index gained 0.71%. The total market turnover amounted to RMB 983.60 billion, representing a decrease of RMB 113.40 billion compared to the previous day’s trading volume. Over 3,500 stocks across the entire market showed gains. The lithium mining sector rebounded consecutively, while Fujian, Hainan, and major consumer themes remained active. Semiconductor equipment and oil & gas stocks performed strongly, and the CPO concept rebounded before noon. Meanwhile, the pharmaceuticals and banking sectors retreated, and the AI application direction continued to underperform. In terms of ETFs, the semiconductor equipment sector led the gains, with China AMC’s Sci-Tech Innovation Semiconductor ETF and Hua...

Gelonghui FinanceNov 28, 2025 11:55

ETF Midday Review | A-shares Reclaim 4,000 Points, New Energy Sector Leads Gains, with Photovoltaic ETF and Power Grid Equipment ETF Up 4%

Gelonghui, October 29 | The three major A-share indices collectively rose in the morning session. As of the midday closing, the Shanghai Composite Index gained 0.37% to surpass the 4,000-point mark, the Shenzhen Component Index rose by 0.9%, and the ChiNext Index climbed 1.35%, while the Beijing Stock Exchange 50 Index increased by 0.29%. The half-day trading volume of the Shanghai, Shenzhen, and Beijing markets reached 1.4342 trillion yuan, representing an increase of 74.7 billion yuan compared to the previous day. More than 2,000 individual stocks across the entire market were up. In terms of sector performance, photovoltaic, lithium battery, and ultra-high voltage (UHV) supply chains were active. Brokerage stocks surged during the session, with non-ferrous metals, quantum technology, batteries, and gaming sectors leading gains; in contrast, banking, baijiu (Chinese liquor), and semiconductor themes weakened. Regarding ETFs, Southern Asset Management's Asia-Pacific Precision...

Gelonghui FinanceOct 29, 2025 11:41

ETF Midday Review | Gold and Semiconductors Lead Gains, with China-Korea Semiconductor ETF and Gold Stock ETF Rising 8%

Gelonghui, October 9th | The three major A-share indices collectively rose in the morning session. As of the midday break, the Shanghai Composite Index was up 1.24%, the Shenzhen Component Index rose 1.75%, the ChiNext Index gained 1.77%, the Beijing Stock 50 Index increased by 0.25%, and the STAR 50 Index surged 5.59%. The trading volume of the Shanghai, Shenzhen, and Beijing markets reached RMB 1.7269 trillion in the half-day session, representing an increase of RMB 357.1 billion compared to the previous day. A total of 3,200 stocks across the market were on the rise. In terms of sector performance, non-ferrous metals, gold, controlled nuclear fusion, semiconductors, wind power equipment, and steel sectors led the gains; while tourism, cinema chains, liquor, real estate, and pork sectors were among the top decliners. Regarding ETFs, the semiconductor sector...

Gelonghui FinanceOct 9, 2025 11:42

This week, over 100 billion yuan flowed into ETFs, with nearly 30 billion yuan net inflow into equity ETFs, and the CSI A500 Index attracting significant investment inflows.

This week, the net inflow into the ETF market reached RMB 114.485 billion.

Gelonghui FinanceSep 28, 2025 15:00

The semiconductor equipment ETF has surged with a pioneering momentum—what accounts for its outstanding performance?

①Continuing the late-session rally from Tuesday, semiconductor materials and equipment ETFs led the gains again yesterday, with their net asset values hitting new highs; ②In terms of capital flows, since September, there has been a trend of selling Sci-Tech 50 and semiconductor chip ETFs while buying semiconductor materials and equipment ETFs; ③Since the 'September 24' market rally, some semiconductor materials and equipment ETFs have doubled in value. Can this upward trend continue?

cls.cnSep 25, 2025 09:03

Driven by multiple catalysts, the upstream semiconductor sector surged across the board, with equipment and materials segments propelling the STAR 50 Index to a nearly 5% gain.

① Recently, several semiconductor equipment and materials companies have disclosed their product delivery statuses, with the pace of new product deliveries accelerating while the National Integrated Circuit Industry Investment Fund increases its focus on the equipment sector; ② The rapid growth in AI demand is driving the continuation of positive momentum in the global semiconductor industry. Active capacity expansion in advanced process technologies domestically, coupled with the demand for advanced packaging in compute chips, is expected to create a larger market space for the equipment and materials sectors.

cls.cnSep 24, 2025 12:36

ETF Midday Review | Chip stocks see a wave of limit-up surges, with SSE STAR Semiconductor Equipment ETF and SSE STAR Semiconductor ETF (Penghua).

Gelonghui, September 24th | The market opened lower but quickly rebounded in early trading, with the ChiNext Index turning positive and surging rapidly. The STAR 50 Index soared nearly 5%, while the Shanghai Composite Index rose 0.63%, the Shenzhen Component Index climbed 1.11%, and the ChiNext Index gained 1.76%. The half-day trading volume of the Shanghai and Shenzhen markets reached 1.41 trillion yuan, down 288.5 billion yuan from the previous session. Sector-wise, the semiconductor supply chain saw a collective surge, with significant catch-up gains in lithography equipment and semiconductor materials. Changchuan Technology hit two consecutive 20% upside limits, reaching an all-time high. Over 20 stocks, including Jiangfeng Electronics, surged to their daily limit, while Zhangjiang Hi-Tech achieved two consecutive limit-ups, continuing its record-breaking streak, and Huarou Technology extended its winning streak to four sessions. Real estate stocks strengthened amid fluctuations, and select robotics conce

Gelonghui FinanceSep 24, 2025 12:00

A-share semiconductor-related stocks saw widespread limit-up trading, with equipment shares experiencing a significant surge.

Guancha SyndicateSep 24, 2025 11:59

ETF Midday Review | Surge in Hong Kong Stocks! The Hang Seng Internet Technology ETF and Hang Seng Internet ETF rose 4% and 3.8%, respectively.

Gelonghui, September 17 | The three major A-share indices collectively rose in early trading. As of the midday break, the Shanghai Composite Index gained 0.41%, the Shenzhen Component Index increased by 1.02%, and the ChiNext Index surged 1.74%, hitting a new multi-period high. The half-day turnover of the Shanghai, Shenzhen, and Beijing markets reached RMB 1,561.9 billion, an increase of RMB 63.8 billion compared to the previous day. Over 2,900 stocks across the market were on the rise. In terms of sector performance, the robotics concept remained highly active, while the semiconductor and lithium battery supply chains gained momentum during the session. SMIC and CATL both hit record highs. The large financial sector saw a notable surge just before noon. Precious metals, cinema chains, liquor, and pork stocks were among the top decliners. In the ETF space, Hong Kong stocks surged significantly, with products from Wanji Fund performing strongly.

Gelonghui FinanceSep 17, 2025 11:44

ETF Daily Review | Gold stocks remained strong throughout the day, with gold stock ETFs rising by 6%.

Gelonghui, September 9 | The A-share market experienced a collective decline today. By the close of trading, the Shanghai Composite Index fell by 0.51%, the Shenzhen Component Index decreased by 1.23%, the ChiNext Index dropped by 2.23%, and the Beijing Stock Exchange 50 Index declined by 2.1%. The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 21,521 billion yuan, a decrease of 3,111 billion yuan compared to the previous day. Over 4,000 stocks in the entire market experienced declines. In terms of sector performance, precious metals, real estate, film and television, banking, and battery sectors saw the largest increases; while photolithography, semiconductors, consumer electronics, and medical services experienced the largest declines. In terms of ETFs, gold stocks remained strong throughout the day, with the Ping An Fund Gold Stock ETF and the Hua An Fund Gold Stock ETF leading the gains.

Gelonghui FinanceSep 9, 2025 15:39

Institution: Global semiconductor equipment sales in the second quarter increased by 24% year-on-year, reaching USD 33.07 billion.

According to a report by SEMI on September 8, global semiconductor equipment sales are expected to grow by 24% year-on-year in the second quarter of 2025, reaching USD 33.07 billion. Driven by advancements in logic technology, applications related to advanced high-bandwidth memory (HBM) DRAM, and an increase in shipments from Asia, sales are projected to rise by 3% quarter-on-quarter in the second quarter of 2025. Following a record USD 117 billion in the semiconductor equipment market in 2024, the first half of 2025 is expected to perform strongly, with revenues exceeding USD 65 billion.

Gelonghui FinanceSep 8, 2025 12:42

Guotai Junan Securities: The recovery of non-financial performance in the A-share market still requires time, with structural highlights emerging in certain industries.

Guotai Junan Securities has released a research report stating that the full-year profit forecast for A-shares excluding financials remains at a low single-digit level, and the recovery of performance is still not a smooth path. However, there are increasingly more structural highlights in industry comparisons.

Zhitong FinanceSep 4, 2025 06:35

Guojin Securities: The electronic industry continues to show improvement in the first half of 2025, with sustained high growth in the AI-PCB industry chain.

AI-PCB Company has strong orders, operating at full capacity and sales. It is actively expanding production, and high growth in performance is expected to continue in the second half of the year, driven by a recovery in cyclical demand and robust AI demand leading to a trend of price increases.

Zhitong FinanceSep 1, 2025 14:04

ETF Review | Hydropower Concept ETFs Diverge, E Fund's Building Materials ETF Falls Over 6%, Building Materials ETF Falls Over 5%

Gelonghui, July 23rd | The three major A-share indices showed mixed performance today. By the close of trading, the Shanghai Composite Index rose 0.01%, the Shenzhen Component Index fell 0.37%, and the GEM Index fell 0.01%. The North China 50 Index dropped 1.58%. The total trading volume in the Shanghai, Shenzhen, and Beijing markets was RMB 1.8984 trillion, a decrease of RMB 30.3 billion from the previous day. Over 4,000 stocks across the market declined. In terms of sectors, hydroelectric power, beauty care, securities and insurance, CRO, banks, and small metals sectors were among the top gainers; while the Hainan Free Trade Zone, military equipment, ultra-high voltage, battery, and building inspection sectors led the declines. In ETFs, Japanese stocks surged over 3% today, with ICBC Credit Suisse Funds

Gelonghui FinanceJul 23, 2025 15:13

ETF midday review | A-shares break through 3600 points, Hong Kong stocks surge in the last trading hour, E Fund CSI Hongkong Bond Investment Theme ETF rises by 4%.

Gelonghui, July 23 | The three major A-share indices collectively rose in the morning session. As of midday, the Shanghai Composite Index (SCI) gained 0.75%, reaching 3,608.58 points, the Shenzhen Component Index (SZCI) increased by 0.31%, and the GEM Index rose by 0.72%. The BESE 50 Index fell by 0.54%. The combined half-day trading volume of the Shanghai, Shenzhen, and Beijing markets was RMB 1.1595 trillion, up RMB 6 billion from the previous day. Over 2,000 stocks across the All Market rose. In terms of sectors, Yaxia Hydropower, securities, airport and shipping, CRO, and Bank Sectors led the gains; while the Hainan Free Trade Zone, military equipment, copper high-speed connections, and grid equipment sectors saw the largest declines. In the ETF market, Hong Kong stocks experienced a sudden surge near the end of the morning session.

Gelonghui FinanceJul 23, 2025 11:42