Semiconductor Sector Heats Up with Cross-Border ETF Activity
The trading activity in China's A-share market on August 5th was dominated by a single cross-border ETF focused on the semiconductor industry. The China-Korea Semiconductor ETF (Code: 513310) recorded a staggering daily turnover of 23.7 billion yuan, a figure that not only dwarfed its average volume but also secured the third-highest spot in the fund's all-time turnover ranking.
Historical Context and Fund Overview
Looking back at the ETF's trading history, the recent 23.7 billion yuan turnover is only surpassed by the record high of 25.9 billion yuan set on July 29, 2026, and the 24.0 billion yuan seen on July 21 of the same year. The occurrence of such massive volumes within a short period underscores intense investor interest in the semiconductor sector, particularly in the China-Korea industrial chain.
The fund tracks the CSI-KRX Semiconductor Index. Its portfolio is heavily concentrated in South Korea's semiconductor giants, with Samsung Electronics and SK Hynix occupying the top two holdings. This structure explains the close correlation between the ETF's performance and the South Korean market.
Strong Gains in South Korean Market Drive Momentum
On the same day, the South Korean stock market rallied strongly. The Korea Composite Stock Price Index (KOSPI) closed up by 3.76%. The ETF's key holdings led the charge: SK Hynix surged 5.8%, while Samsung Electronics gained 2.5%. The robust performance of these industry leaders provided fundamental support for the ETF's net asset value and fueled the trading frenzy.
This synchronized market movement across borders highlights the interconnected nature of the global semiconductor cycle. Instruments like this ETF offer investors a streamlined channel to gain exposure to key Asian semiconductor assets and participate in the sector's growth.