The high "equipment" content Sci-Tech Innovation Semiconductor ETF Huaxia (588170) rose over 1%
As of 10:55 on April 3, 2026, the ChinaAMC STAR Semiconductor ETF (588170) rose 1.27%, and the ChinaAMC Semiconductor Equipment ETF (562590) rose 0.18%.
Among popular individual stocks, Zhongchuan Special Gas rose 12.18%, Tianyue Advanced rose 7.38%, Naike Equipment rose 7.16%, while stocks like Oulai New Materials and Jinhong Gas followed the upward trend.
In terms of liquidity, the ChinaAMC STAR Semiconductor ETF had an intraday turnover rate of 3.46% with a trading volume of 285 million yuan; the ChinaAMC Semiconductor Equipment ETF had an intraday turnover rate of 2.61% with a trading volume of 64.423 million yuan.
Regarding scale, the ChinaAMC STAR Semiconductor ETF saw its scale increase by 38.8692 million yuan over the past week, achieving significant growth, with its new scale leading among similar products; the latest scale of the ChinaAMC Semiconductor Equipment ETF reached 2.451 billion yuan.
In terms of fund flows, the ChinaAMC STAR Semiconductor ETF saw a net outflow of 15.8121 million yuan recently. Over a longer period, it attracted a total of 64.6407 million yuan in the past 5 trading days; the ChinaAMC Semiconductor Equipment ETF saw a net outflow of 20.3744 million yuan recently. Over a longer period, it attracted a total of 42.8245 million yuan in the past 5 trading days.
On the news front, Shenzhen Huaqiang stated during an institutional research session on April 2 that the company is an important agent for storage manufacturers such as Jiangbolong, Jingcun Technology, GigaDevice, Silicon Motion, Union Memory, ADATA, and Qianyi International. In 2025, the authorized distribution business of the company's storage product line grew rapidly, with revenue increasing significantly year-on-year. This round of storage price increases is the result of factors such as strong procurement demand for storage from AI computing infrastructure and original manufacturers shifting capacity towards high-end storage. It is expected that storage price increases will continue in the first half of this year, with the specific duration subject to further observation.
Industrial Securities believes that storage has ushered in a true "era inflection point," rising from a cost item on the BOM to a strategic resource for AI computing, and transforming from a cyclical product to a core competitiveness of the digital economy. With the rapid growth in demand for computing power from AI training and inference, data centers' demand for storage such as HBM, high-capacity DDR5, and enterprise-grade SSDs is growing rapidly, and industry prosperity continues to improve.
Related ETFs: ChinaAMC STAR Semiconductor ETF (588170) and its feeder funds (Class A: 024417; Class C: 024418): The tracked index is the only semiconductor equipment theme index on the STAR Market, with the highest advanced packaging content in the entire market (about 50%), focusing on hardcore equipment companies at the forefront of technological innovation.
ChinaAMC Semiconductor Equipment ETF (562590) and its feeder funds (Class A: 020356; Class C: 020357) track the CSI Semiconductor Materials & Equipment Theme Index, which has the highest semiconductor equipment content among all market indices (about 63%), directly benefiting from the certain demand for "shovel sellers" (equipment manufacturers) driven by the global chip price surge.
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