The semiconductor industry chain continues to be strong! China-South Korea semiconductor ETF (513310) continues to increase volume, and its scale has grown by more than 70% in the past month

In early trading on September 15, the semiconductor industry chain was strongly led by the weekend news. On September 12, local time, the U.S. Department of Commerce BIS listed 23 China companies on the entity list, including 13 semiconductor companies. On September 13, China launched an anti-discrimination investigation on U.S. measures related to China in the field of integrated circuits. Subsequently, China can take corresponding measures against the country or the region based on actual conditions. (Source: Wind)
China-South Korea semiconductor ETF (513310) rose strongly in early trading on September 15 and transactions were active. Wind data shows that as of 13:40, intraday turnover has exceeded 3.3 billion yuan, and the average daily turnover since September (25/9/1-25/9/12) has exceeded 2.8 billion yuan, compared with the beginning of 2025 to the end of August.(25/1/2-25/8/29) The average daily turnover of 575 million yuan has increased significantly, reflecting the high degree of attention paid by market funds to it.
Driven by the vigorous number of capital transactions and the continued strength of the semiconductor industry chain, the China-South Korea Semiconductor ETF (513310), which supports on-site T+0 transactions, has grown in size by more than 70% in the past month. The latest scale reaches 994 million yuan, close to 1 billion yuan. The mark has both certain scale and liquidity advantages. (Data source: Exchange, Wind, 25/8/12 scale was 582 million yuan, as of 25/9/12)
The China-Korea Semiconductor ETF (513310) tracks the China-Korea Semiconductor Index of the China Securities and Korea Stock Exchange, and selects 15 securities of listed companies with businesses involving semiconductor design, manufacturing, application and equipment production in the Chinese and Korean markets through market value weighting. Leading companies in the semiconductor industries of China and South Korea.As of the end of the second quarter of 2025, the top five components of the index include SK Hynix, Samsung,SMIC,Northern Huachuang, andHaiguang Information, all of which are well-known semiconductor leaders in China and South Korea. (Data sources: Bloomberg, Wind, China Securities Index Company, as of 25/6/30, the individual stocks involved are only for displaying the top five constituent stocks of the index. They are not recommended by individual stocks and do not constitute any investment advice)
At the same time, in terms of valuation, the China-South Korea Semiconductor Index is currently valued at only 16.5 times, which is in the historical median range of 55.70% since the index was released (21/12/20). Compared with the CSI Semiconductor Index (99.45%) and the CSI All Index Semiconductor Index (99.01%) for the same period, it has a significant valuation space advantage and the potential for valuation repair is promising. (Data source: Wind, as of 25/9/12)
Regarding the increase in the list of entities by the United States, the implementation of countermeasures by China, and the initiation of an anti-discrimination investigation into relevant U.S. measures in the integrated circuit field of China,the CITIC Securities Research Report believes that the U.S. control measures on semiconductors in China will continue to increase, but the effect will gradually weaken, which will actually or will be more conducive to accelerating domestic substitution in China’s AI and semiconductor industries. It is recommended to focus on the four major directions of wafer foundry, computing chip design, domestic equipment and components, and advanced packaging.(25/9/15 “Semiconductor| The United States adds the list of entities, China launches anti-discrimination investigations, and domestic substitution continues to benefit “)
As the first China-Korea jointly compiled index ETF in China, the China-Korea Semiconductor ETF (513310) combines “scarcity” and “hard technology” attributes. Semiconductor is at the forefront of the electronic information industry chain and has an important strategic position. With the intensification of global competition in the field of high-end computing power chips, the upgrading and autonomy of the domestic semiconductor industry is accelerating, and relevant industrial chains are expected to open up long-term growth space. At the same time, semiconductors, as South Korea’s advantageous industry, are large in size and highly representative. The China-South Korea Semiconductor ETF (513310) is expected to help capture the development opportunities of the semiconductor industry leaders of the two countries as a whole. (China-South Korea Semiconductor ETF was established on 2022/11/2)
Huatai Bairui Fund, the manager of China-South Korea Semiconductor ETF (513310), is one of the first batch of ETF managers in China. It has more than 18 years of ETF operating experience and has single-handedly created benchmark products such as the Shanghai and Shenzhen 300ETF (510300), A500ETF Huatai Bairui (563360), and dividend low-wave ETF (512890). Exchange data shows that as of September 12, 2025, its ETF scale exceeded 560 billion yuan, ranking first in the industry.
With the rapid growth of global AI infrastructure, the semiconductor industry chain is expected to benefit from the increased demand for AI and the process of domestic substitution, and the trend of high industrial prosperity is significant. The China-South Korea Semiconductor ETF (513310) and its over-the-counter linked funds (Class A 019454/Class C 019455), which support on-site T+0 trading, are expected to help investors seize high growth opportunities in the semiconductor industry chain.
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