工业软件升级目标或催化行业增长，软件板块盘中上行，软件ETF（515230）涨超1%

Group 1 - The software industry in China showed a positive performance in the first four months of 2025, with software business revenue reaching 42,582 billion yuan, a year-on-year increase of 10.8%, and total profit of 5,075 billion yuan, up 14.2% year-on-year [1] - The Ministry of Industry and Information Technology (MIIT) aims to accelerate the development of open-source infrastructure, particularly in foundational and industrial software, as 97% of global developers and 99% of enterprises are using open-source software [1] - The industrial software market in China is projected to reach 282.4 billion yuan in 2023, with a compound annual growth rate of 13.8%, and is expected to grow to 333.2 billion yuan in 2024, reflecting an 18% year-on-year increase [1] Group 2 - The MIIT has set a target to complete updates for approximately 2 million sets of industrial software and 800,000 operating systems by 2027, covering key industries such as petroleum, chemicals, and aviation [1] - The National Development and Reform Commission has included industrial software in the "two new" policy support scope, encouraging enterprises to increase investment through policy guidance and financial support [1] - Upgrading industrial software is expected to enhance enterprise efficiency and reduce costs, addressing industry shortcomings such as insufficient ecosystem development, leading to new growth opportunities [1]