Samsung Q1 profits surge by 755%, quarterly earnings hit a record high; CSI Semiconductor Materials & Equipment Theme Index rises nearly 5%, focus on Semiconductor Equipment ETF E Fund (159558)

As of 10:05, the CSI Semiconductor Materials and Equipment Theme Index (931743) increased by 4.72%, among the leading stocks, North China Huachuang rose by 7.1%, SMIC increased by 6.35%, Tuojing Technology rose by 3.04%, Changchuan Technology increased by 5.5%, Shanghai Silicon Industry rose by 2.91%, Huahai Qingke increased by 4.9%, China Science Fei Testing rose by 5.71%, Nanda Optoelectronics increased by 3.17%, Anji Technology rose by 2.01%, XinYuan Micro increased by 4.02%. As of April 7, the CSI Semiconductor Materials and Equipment Theme Index has risen by 67.91% over the past year.

The E Fund Semiconductor Equipment ETF (159558), which tracks the CSI Semiconductor Materials and Equipment Theme Index, has continued to attract funds. As of the previous trading day, the net inflow over the past three months was 2.937 billion yuan, and over the past six months, the total net inflow was 3.475 billion yuan.

On the news front, demand for AI servers is growing exponentially, leading to a persistent shortage of storage chips and a significant increase in prices. As the world’s largest manufacturer of storage chips, Samsung has become the most direct beneficiary. On April 7, local time, Samsung Electronics announced preliminary quarterly results, with the company’s operating profit reaching 57.2 trillion won (( approximately 2,610 billion RMB )), an increase of 185% quarter-on-quarter and 755% year-on-year. The quarterly sales revenue was 133 trillion won (( approximately 6,064 billion RMB )), up 41.7% quarter-on-quarter and 68% year-on-year. The operating profit not only set a quarterly profit record for the company but also exceeded the total operating profit of last year.

CICC Securities pointed out that domestically, after the conclusion of important meetings in March and the release of the “14th Five-Year Plan” outline, subsequent key investment projects will accelerate their implementation, becoming the core driving force for domestic investment growth. After external shocks subside, market focus in mid to late April will shift to sectors with high growth in first-quarter earnings. New energy, optical communications, and the semiconductor industry chain are expected to become the most impressive sectors in terms of performance growth.

The E Fund Semiconductor Equipment ETF (159558), which closely tracks the CSI Semiconductor Materials and Equipment Theme Index, focuses on the semiconductor equipment and materials sectors. According to the Shenwan three-level industry classification, the index allocates 63% to semiconductor equipment, demonstrating strong resilience amid the trend toward localization.

The E Fund Semiconductor Equipment ETF (159558) provides an efficient tool for one-click deployment in this high-growth sector, allowing investors to grasp industry trend dividends amid volatility, making it worth attention for the medium to long term. Off-market investors can also consider connecting funds A/C (021893/021894).