Chip-themed ETFs welcome a big harvest as consensus grows on the upturn of the industry cycle.

On September 24th, the three major indexes of A-shares opened low and then went up. The semiconductor industry chain on the market triggered a surge in stock prices, leading to a significant increase in the net asset value of related active equity funds and thematic ETFs. Multiple ETFs had a daily turnover rate exceeding 50%, with some products reaching nearly 2 billion yuan in transaction volume, setting a new record since listing. Public fund professionals pointed out that the recent leading position of the semiconductor equipment sector is not accidental, as the market is "voting with their feet" by choosing a more certain direction. The frequent appearance of industry good news is evidence of this. Looking ahead, the domestic production rate of semiconductor equipment materials will continue to increase in the long term, leading to an improvement in the performance of related companies. Additionally, with the global semiconductor industry remaining relatively strong, the expansion of capital expenditures will also benefit the profit expectations of equipment materials and other companies.