Hygon Information Technology (SH:688041) Xin Lang Cai Jing·2025-04-09 07:05Core Viewpoint - The news highlights the strong performance of the Zhongzheng Information Technology Application Innovation Industry Index and its constituent stocks, driven by the acceleration of the "Xinchuang" (信创) projects and supportive government policies, indicating a significant growth potential in the industry by 2025 [1][4]. Group 1: Market Performance - As of April 9, 2025, the Zhongzheng Information Technology Application Innovation Industry Index rose by 3.75%, with key stocks like Qilin Xinan (麒麟信安) increasing by 10.65% and Huada Jiutian (华大九天) by 9.48% [1]. - The Xinchuang 50 ETF (信创50ETF) saw a mid-day increase of over 4%, currently up by 3.94%, with a latest price of 1.24 yuan [1]. - Over the past three months, the Xinchuang 50 ETF has accumulated a rise of 5.96% [1]. - The ETF recorded a turnover rate of 7.4% with a transaction volume of 18.56 million yuan [1]. - In the past week, the Xinchuang 50 ETF's shares increased by 7 million, ranking first among comparable funds [1]. Group 2: Industry Outlook - Dongxing Securities notes that the acceleration of Xinchuang projects and the introduction of special funds will enhance industry standardization, with significant growth expected in 2025 [4]. - The industry scale is projected to reach 2.34 trillion yuan by 2025, with a record high growth rate, driven by the implementation of the "2+8+N" system [4]. - The Ministry of Industry and Information Technology's recent "Anke" (安可) evaluation results have established a regular release mechanism, promoting marketization and standardization in the Xinchuang sector [4]. Group 3: Investment Recommendations - The institution suggests focusing on three main investment lines: leading companies in various sub-sectors of the Xinchuang ecosystem, sectors with urgent self-control demands and favorable domestic competition, and key participants in the Huawei supply chain [5]. - The Xinchuang 50 ETF tracks the Zhongzheng Xinchuang Index, covering sectors such as computer software (41%), cloud services (22%), computer equipment (19%), semiconductors (14%), and industrial internet (5%) [5]. - The DeepSeek concept stocks within the Zhongzheng Xinchuang Index have a weight of 48.1%, leading among all market ETF tracking indices [5].