The "material foundation" of AI computing power! New Material ETF Huaxia (516710) rose 2.24%, Jiangfeng Electronics increased over 11%

NightAirdropper · 2026-02-26T15:26:16+00:00

On February 25th, the New Materials ETF Huaxia increased by 2.24%. Among the constituent stocks, Filihua rose over 18%, and Jiangfeng Electronics rose over 11%. The CSI New Materials Theme Index includes semiconductor materials and others, benefiting from the continuous development of the computing power market, and it is expected that the prices of related materials will rise.

NightAirdropper

2026-02-26 15:26:16

Abstract generation in progress

On February 25th, the New Materials ETF Huaxia (516710) rose by 2.24%, with constituent stocks like Phili Hua up over 18%, Jiangfeng Electronics up over 11%, and Shanghai Silicon Industry up over 5%.

The CSI New Materials Theme Index includes stocks involved in semiconductor materials, photoresists, target materials, and advanced packaging materials, which are upstream core materials for AI chips, GPUs, and servers.

BOC Securities believes that continued capital support in the computing power market will drive technological iteration and demand growth, and the market for computing power materials is also expected to benefit deeply. At the critical point where traditional electronic packaging capacity shifts to low-k dielectric electronic capacity, supply and demand mismatch, and both traditional electronic packaging and low-k dielectric electronic prices are expected to rise.

The New Materials ETF Huaxia (516710) closely tracks the CSI New Materials Theme Index, which selects 50 listed companies involved in advanced steel, non-ferrous metals, chemicals, inorganic non-metals, and other basic and strategic new materials sectors as index samples to reflect the overall performance of new materials listed companies. The index has a 79.85% weight in new materials, ranking first in the entire market.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

1 Likes