The chip sector has a deep pullback, Haiguang Information fell more than 5%, and the chip 50 ETF (516920) fell 3.48% with frequent intraday premiums, and the agency expects the global semiconductor market to grow by 9.5% in 25 years
DATE:  Mar 13 2025

As of 14:24 on March 13, 2025, the CSI Chip Industry Index (H30007) fell by 3.28%. In terms of constituent stocks, VeriSilicon (688521) led the decline by 6.63%, Tianyue Advanced (688234) fell by 6.43%, Beijing Junzheng (300223) fell by 6.14%, Jingchen (688099) fell by 5.48%, and Haiguang Information (688041) fell by 5.07%. Chip 50 ETF (516920) fell 3.48%, the latest price was 0.78 yuan, and the intraday turnover has reached 15.9402 million yuan, with a turnover rate of 3.25%.

In the long run, as of March 12, 2025, the chip 50 ETF has risen by 2.94% in the past 1 month.

In terms of scale, the scale of Chip 50 ETF has increased by 127 million yuan in the past one year, achieving significant growth, and the new scale ranks 2/6 of comparable funds.

The data shows that leveraged funds continue to be deployed. The latest financing purchase amount of chip 50 ETF reached 1.0949 million yuan, and the latest financing balance reached 1.4885 million yuan.

According to industry sources, on March 12, ING released a research report saying that the global semiconductor market is expected to grow by 9.5% in 2025, driven by strong demand for data center services (including artificial intelligence).

On the news side, on March 12, Huahai Chengke announced that it intends to purchase 70% of the shares of Hengsuo Huawei Electronics Co., Ltd. (hereinafter referred to as "Hengsuo Huawei") held by 13 shareholders including Shaoxing Daihui Trading Co., Ltd. by issuing shares, convertible corporate bonds and paying cash, and raise matching funds. In this transaction, Huahai Chengke and Hengsu Huawei are both engaged in the research and development, production and sales of semiconductor chip packaging materials, and the main products are epoxy plastic molding materials.

Huaxi Securities said that the acquisition of Xinyuan Micro by North Huachuang launched the first shot of industry mergers and acquisitions, in addition to being related to the current policy environment that supports scientific and technological restructuring, to a certain extent, it shows that the country attaches great importance to the breakthrough of the core track link, and the follow-up lithography machine, quantity testing equipment and other low-localization rate links are the key directions.

[Optimistic about the chip industry chain, how to lay out with one click? ] 】

The Chip 50 ETF (516920) includes 50 leading stocks in the chip sector! It comprehensively covers the whole chip industry chain such as equipment and materials, wafer foundry, design, packaging and testing. According to statistics, among the constituent stocks of the chip 50 ETF (516920) index that have announced their results, Haiguang Information's net profit attributable to the parent company is as high as 1.931 billion yuan, temporarily ranking first, a year-on-year increase of 52.87%. Smartway's net profit attributable to the parent company has soared by 2651.81%, ranking first among the constituent stocks!

Data as of 3/10/2025

The Chip 50 ETF (516920) tracks the CSI Chip Industry Index, and as of March 10, the top ten constituent stocks accounted for 57.15% of the total! In addition, the management fee of the chip 50 ETF (516920) is 0.15%, and the custody fee is 0.05%, which is the lowest fee among the chip-themed ETFs!

Risk Warning: Funds are risky, and investment should be cautious. Investors should read the Fund Contract, Prospectus, Product Key Facts Statement and other legal documents to understand the risk-return characteristics of the fund, especially the unique risks, and judge whether it is suitable for their own risk tolerance based on their own investment objectives, investment experience, asset status, etc. Chip 50 ETF (516920) is a medium risk level (R3) product, which is suitable for investors who are balanced (C3) and above after customer risk level assessment. The individual stocks mentioned in the article are only objectively displayed and enumerated by the constituent stocks of the index, and the information appearing in this article is for reference only, and investors must be responsible for any investment behavior determined independently. Any opinions, analyses and forecasts contained in this article do not constitute investment advice of any kind to the reader. The underlying index is not fully representative of the entire stock market.

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