TALKWEB(002261) 2 1 Shi Ji Jing Ji Bao Dao·2025-04-28 02:29Group 1 - The three major indices experienced a collective decline, with the CSI Software Service Index showing volatile movements. The Software ETF (159852) initially rose but then fell slightly by 0.13%, with a trading volume exceeding 70 million yuan. Notable stocks included Qianfang Technology rising over 5%, and Tuo Wei Information and Guanghuan Xinwang both increasing over 3% [1] - The Software ETF (159852) has a latest circulating share of 3.646 billion shares and a circulating scale of 2.805 billion yuan. It closely tracks the CSI Software Service Index, which includes 30 listed companies involved in software development and services, reflecting the overall performance of the software service industry. Its top ten holdings include Keda Xunfei, Kingsoft Office, and Tonghuashun [2] - Ping An Securities expressed optimism about the computer industry, anticipating a dual enhancement in performance and valuation due to the recovery of demand and the importance of new productivity [2] Group 2 - CITIC Securities reviewed the high prosperity of the Xinchuang and industrial software sectors, noting that initial growth was driven by policy catalysts and market space, while later growth would benefit from high order increases and the performance release of key enterprises. The estimated market space for government and party Xinchuang is approximately 620 billion yuan, with the industry Xinchuang market size around 809.7 billion yuan, and the potential space for industrial software exceeding 200 billion yuan [3] - The current stability in the number of Xinchuang-related bids indicates a sustained recovery in the sector's prosperity. With further policy support and funding directed towards government Xinchuang and industrial software, these sectors are expected to replicate the high prosperity seen from the second half of 2018 to 2021 [3]