The PengHua Sci-Tech Innovation Composite ETF rose 5.41%, with its latest price at 1.52 yuan, while the Shanghai Stock Exchange STAR Composite Index it tracks surged 5.61%. The semiconductor equipment sector led the gains, with constituent stocks such as Grandit rising 20.01%, Zhengfan Technology up 20.00%, and Wanyi Technology climbing 19.98%. Institutional research indicates that AI-driven storage demand continues to grow, downstream customer capital expenditure keeps expanding, and the semiconductor equipment industry has entered a channel of rising volumes and prices. Changjiang Securities believes equipment investment has a significant front-loading effect during the storage expansion cycle. As of July 31, 2026, the top ten weighted stocks of the Shanghai Stock Exchange STAR Composite Index accounted for 28.87% of the total, including Cambricon, Haiguang Information, and Advanced Micro-Fabrication Equipment.
Shantui Construction Machinery Co Ltd
Advanced Micro Fabrication Inc
Hygon Information Technology Co. Ltd. A
Cambricon Technologies Corp Ltd
Shanghai GenTech Co Ltd
Anhui Wanyi Science and Technology Co Ltd