Semiconductor Equipment ETF E Fund (159558) Attracted 3.6 Billion in the Past Three Months

As of 11:04, the CSI Semiconductor Materials & Equipment Theme Index (931743) rose 0.54%. Among its constituent stocks, NAURA fell 0.1%, Advanced Micro-Fabrication Equipment Inc. China rose 0.31%, Piotech rose 0.43%, Changchuan Technology rose 2.22%, National Silicon Industry Group rose 0.86%, Hwatsing Technology fell 0.26%, Skyverse Technology rose 0.13%, Anji Microelectronics rose 2.66%, Kingsemi fell 0.1%. As of March 23, the CSI Semiconductor Materials & Equipment Theme Index has risen 52.63% over the past year.

The E Fund Semiconductor Equipment ETF (159558) tracks the CSI Semiconductor Materials & Equipment Theme Index and has been favored by capital. As of the previous trading day, the fund saw a net inflow of 257 million yuan over the past month, a net inflow of 3.648 billion yuan over the past three months, and a net inflow of 4.4 billion yuan over the past six months.

On the news front, the semiconductor industry is experiencing a wave of price hikes coupled with domestic substitution. In March, the global semiconductor industry entered a new round of price increases. Three major chip giants, Texas Instruments, NXP Semiconductors, and Infineon, have successively announced price hikes.

Galaxy Securities believes that the tight supply-demand situation and capacity expansion needs for advanced processes and memory chips will directly boost demand for upstream equipment, indicating strong long-term certainty for the semiconductor equipment sector's prosperity.

The E Fund Semiconductor Equipment ETF (159558) closely tracks the CSI Semiconductor Materials & Equipment Theme Index. This index focuses on the semiconductor equipment and materials sectors. According to the Shenwan third-tier industry classification, semiconductor equipment accounts for 63% of the index, giving it strong resilience amid the localization trend.

The E Fund Semiconductor Equipment ETF (159558) provides an efficient tool for one-click exposure to this high-growth-potential sector, allowing investors to capture industry trend dividends amidst volatility, making it worthy of mid-to-long-term attention. Off-exchange investors can also consider the feeder fund A/C (021893/021894).