Semiconductor Equipment ETF E Fund (159558) received net subscriptions exceeding 200 million shares during trading hours, attracting 860 million in capital over the past 5 days.

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As of 9:56, the CSI Semiconductor Materials and Equipment Theme Index (931743) fell by 5.97%. Among its weighted stocks, AMEC dropped 3.91%, NAURA dropped 3.06%, Changchuan Technology dropped 8.18%, Piotech dropped 9.77%, Hwatsing dropped 12.1%, Skyverse dropped 7.8%, Kingsemi dropped 4.74%, Huafeng Microelectronics dropped 8.52%, Kingsemi dropped 7.63%, and Siltronic China dropped 2.73%. As of the previous trading day, the index had risen 147.77% over the past year.

The E Fund Semiconductor Equipment ETF (159558) continues to see capital inflows. The fund attracted over 860 million RMB in net inflows over the past 5 days, over 1.3 billion RMB over the past 10 days, over 6.5 billion RMB over the past 20 days, and over 13.8 billion RMB over the past 60 days. As of press time, the fund received a net subscription of 228 million shares during trading hours.

In terms of news, according to a research report released by Bank of America Merrill Lynch on August 1, Samsung Electronics has incorporated 60% to 70% of its memory sales into a Long-Term Agreement (LTA) system. Contract terms clearly favor the supply side: price reductions are capped, while upside potential is largely uncapped. Against the backdrop of rising demand for high-end storage driven by AI computing power construction and constrained supply expansion, Samsung is locking in large customer demand through long-term agreements while retaining pricing flexibility.

The report predicts that spot prices for DRAM and NAND will continue to rebound before the peak season in the fourth quarter. Data from TrendForce shows that DRAM contract prices rose approximately 10% month-on-month in July, with quarterly gains reaching 30% to 50%; server DRAM prices have continued to hit record highs. The report believes that growing demand for AI servers, customer restocking, and inventory buildup for new terminal products will continue to support upward trends in storage prices.

CSC Securities stated that the global semiconductor equipment upcycle is being continuously confirmed. Component manufacturers, which are relatively small in scale and have high fixed cost ratios, can directly convert price hikes into profits. Extended lead times for overseas suppliers present development opportunities for relevant domestic companies.

The E Fund Semiconductor Equipment ETF (159558) closely tracks the CSI Semiconductor Materials and Equipment Theme Index. This index focuses on the semiconductor equipment and materials sectors, offering strong elasticity amid the trend of localization.

E Fund Asset Management is a leading comprehensive asset management institution in China, with over 20 years of professional accumulation in index investment. Its index product line comprehensively covers mainstream broad-based indices, involving multiple industry indices, cross-border and cross-market indices, reaching more than 10 exchanges globally. Its professional index research and investment team possesses rich experience in product design and investment management.

The E Fund Semiconductor Equipment ETF (159558) provides an efficient tool for one-click exposure to this high-growth sector, allowing investors to capture industrial trend dividends amidst volatility. Off-exchange investors may also consider the feeder funds Class A/C (021893/ 021894).