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域依然具备看点，相关公司业绩有望受益。制造产业链方面，晶圆厂和封测厂的产能结构性调整将维持较高的产能利用率和盈利能力，进一步的资本支出有望驱动设备和材料需求增长。价格走势方面，存储芯片和PCB价格抬升，预计下半年涨价动能仍在。先进封装技术也将成为重要趋势，以Chiplet技术为核心的先进封装产业受到关注，全球龙头将持续投入研发和扩产。资本开支方面，预计2024年将较2023年明显增长，IDM厂商有望维持较高资本开支，利好国内设备和材料厂商。  在投资策略上，本产品采用主要投资于半导体ETF(159813)的方法，通过该部分资产跟踪国证芯片指数，努力将跟踪误差控制在合理范围。在此基础上，认真应对投资者日常申购、赎回等工作，并通过遵从严格的风险、合规管理流程，确保了本基金的安全运作。","declarationDate":"2024-07-17T16:00:00.000Z","lastUpdated":"2026-03-09T13:48:42.871Z","mo":"2024年上半年，中国经济保持稳健增长，但仍面临一些内外部挑战，产业升级和结构调整仍在进行中。在这种宏观背景下，A股市场呈现震荡格局，政策支持和内外部压力交织影响了市场走势，部分板块如股息红利类资产表现较好。市场估值仍处低位，为下半年走势留下了一定空间。回顾上半年走势，A股整体波动较大，先跌后涨再回调。年初至2月初市场非理性下跌，沪指一度跌破2700点。随后市场反弹，2月至5月中旬沪指震荡上行，最高触及3174点。6月份再度调整，失守3000点。上半年小幅收跌。政策因素影响明显，2月份中央汇金入市增持、4月新国九条出台等政策利好提振了市场信心，股息类资产表现优异。外部因素施压，美联储降息预期降温、国际地缘政治冲突等因素压低了市场风险偏好。截止上半年收盘，A股市场估值仍处于历史相对低位。展望下半年，经济增速可能小幅回升，随着前期政策效果逐步显现，经济增速有望逐步改善。政府可能会加大财政扩张力度，提振内需市场，支持经济增长。新质生产力仍然是政策支持的重点，数字经济、人工智能、半导体和绿色技术等领域可能会得到更多政策支持和投资，形成中国经济长期的新经济增长点。A股市场或将继续维持结构性分化行情，重点产业和优质企业的表现可能会优于大盘。但整体市场波动率可能会上升。需警惕外部风险如美联储的货币政策走向、全球经济形势变化等外部因素可能会对中国经济和A股市场产生影响。总的来说，2024年A股市场可能呈现\"前低后高\"的走势，但仍需保持耐心，关注政策变化和经济基本面的改善情况。投资者应当注重风险管理，关注优质行业和个股的投资机会。","fund":{"_id":3000000012969,"__csrcFundId":9646,"stockCode":"012969","shortName":"鹏华国证半导体芯片ETF联接(012969)","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":12969,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-08T17:15:55.998Z","status":"normal","exchange":"jj","name":"鹏华国证半导体芯片交易型开放式指数证券投资基金联接基金","fundCollectionId":4000050060000,"inceptionDate":"2021-08-23T16:00:00.000Z","followedNum":3,"masterFundShortName":"鹏华国证半导体芯片ETF联接","setUpDate":"2021-08-23T16:00:00.000Z","setUpAssetScale":51545360.84,"setUpShares":51545360.84,"pinyin":"phgzbdtxpjyxkfszszqtzjjljjj","__indexSourceEastMoney":1,"__indexSourceCni":1,"etfFundFlag":1,"feederFundFlag":1,"indexFundFlag":1,"indexId":1000000980017,"managers":[{"stockCode":"db20781172","stockType":"fund_manager","exchange":"fm","tickerId":122525206220,"name":"罗英宇"}]},"announcement":{"linkText":"鹏华国证半导体芯片交易型开放式指数证券投资基金联接基金2024年中期报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1143511","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecfba7fea5b3eb05015ff","date":"2024-03-30T16:00:00.000Z","stockId":3000000012969,"sao":"本产品采用主要投资于半导体ETF(159813)，通过该部分资产跟踪国证半导体芯片指数，努力将跟踪误差控制在合理范围。在此基础上，认真应对投资者日常申购、赎回等工作，并通过遵从严格的风险、合规管理流程，确保了本基金的安全运作。","declarationDate":"2024-04-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:48:42.868Z","fund":{"_id":3000000012969,"__csrcFundId":9646,"stockCode":"012969","shortName":"鹏华国证半导体芯片ETF联接(012969)","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":12969,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-08T17:15:55.998Z","status":"normal","exchange":"jj","name":"鹏华国证半导体芯片交易型开放式指数证券投资基金联接基金","fundCollectionId":4000050060000,"inceptionDate":"2021-08-23T16:00:00.000Z","followedNum":3,"masterFundShortName":"鹏华国证半导体芯片ETF联接","setUpDate":"2021-08-23T16:00:00.000Z","setUpAssetScale":51545360.84,"setUpShares":51545360.84,"pinyin":"phgzbdtxpjyxkfszszqtzjjljjj","__indexSourceEastMoney":1,"__indexSourceCni":1,"etfFundFlag":1,"feederFundFlag":1,"indexFundFlag":1,"indexId":1000000980017,"managers":[{"stockCode":"db20781172","stockType":"fund_manager","exchange":"fm","tickerId":122525206220,"name":"罗英宇"}]},"announcement":{"linkText":"鹏华国证半导体芯片交易型开放式指数证券投资基金联接基金2024年第1季度报告","linkUrl":"http://eid.csrc.gov.cn/fund/disclose/instance_show_pdf_id.do?instanceid=1069024","linkType":"PDF","source":"csrc_pdf"}},{"_id":"69aecfba7fea5b3eb05015fe","date":"2023-12-30T16:00:00.000Z","stockId":3000000012969,"sao":"本产品采用主要投资于半导体ETF，通过该部分资产跟踪国证芯片指数，努力将跟踪误差控制在合理范围。在此基础上，认真应对投资者日常申购、赎回和成份股调整等工作，并通过遵从严格的风险、合规管理流程，确保了本基金的安全运作。","declarationDate":"2024-01-18T16:00:00.000Z","lastUpdated":"2026-03-09T13:48:42.865Z","mo":"刚刚过去的2023年，疫情疤痕效应逐步减轻，市场关注焦点重回经济发展主线。但国内经济仍处于经济结构转型、新旧动能转换的复杂时期，三驾马车对经济未能形成有效合力。从宏观经济的表观数据来看其实并不差，但投资者对经济的“体感温度“却相对较为困难。A股市场表现为冷暖相间，呈现稳健与曲折并存，主题投资相对较为盛行，且以小盘风格为主，期间TMT、中特估、高股息策略、低估值风格等均有出现阶段性行情。  2024年将是重塑信心的一年。首先全球货币周期来看，全球货币政策拐点或至，全球央行陆续进入降息周期。其次从全球政治周期来看，今年是全球选举大年，相关国家政策导向有利于经济表现。再者从国内经济周期来看，财政政策与货币政策仍有发力空间，消费将继续成为经济增长动能，外需恢复下出口具备韧性，关注城中村改造等对地产的提振作用。我们认为企业盈利和中国优秀企业长期竞争力依然是我们对A股价值判断的重要基础，随着A股市场年初的波动，估值风险已然得到释放，将为全年行业演绎提供充足的空间，盈利筑底回升的背景下，未来新的产业趋势将不断产生。","fund":{"_id":3000000012969,"__csrcFundId":9646,"stockCode":"012969","shortName":"鹏华国证半导体芯片ETF联接(012969)","fundSecondLevel":"company","stockType":"fund","areaCode":"cn","market":"a","tickerId":12969,"currency":"CNY","masterFundFlag":1,"lastUpdated":"2026-05-08T17:15:55.998Z","status":"normal","exchange":"jj","name":"鹏华国证半导体芯片交易型开放式指数证券投资基金联接基金","fundCollectionId":4000050060000,"inceptionDate":"2021-08-23T16:00:00.000Z","followedNum":3,"masterFundShortName":"鹏华国证半导体芯片ETF联接","setUpDate":"2021-08-23T16:00:00.000Z","setUpAssetScale":51545360.84,"setUpShares":51545360.84,"pinyin":"phgzbdtxpjyxkfszszqtzjjljjj","__indexSourceEastMoney":1,"__indexSourceCni":1,"etfFundFlag":1,"feederFundFlag":1,"indexFundFlag":1,"index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