Xin Lang Ji Jin·2025-07-16 01:59Core Viewpoint - The growth style continues to perform strongly, with the Double Innovation Leader ETF (588330) showing significant gains, particularly in the strategic emerging industries sector [1][3]. Group 1: ETF Performance - The Double Innovation Leader ETF (588330) has risen over 1% in intraday trading, marking two consecutive days of gains [1]. - Since April 8, the ETF has accumulated an 18.35% increase, outperforming major indices such as the CSI 300 (11.97%) and the Shanghai Composite Index (13.19%) [1]. - Key constituent stocks include Xinyisheng, which has surged over 9%, and other notable performers like Cambrian and Runze Technology [1]. Group 2: Earnings Forecasts - Xinyisheng, a leading player in the optical module sector, has projected a year-on-year net profit increase of 328%-385% for the first half of 2025, exceeding market expectations [3]. - Zhongji Xuchuang has also reported a strong earnings forecast, expecting a net profit of 3.6 billion to 4.4 billion yuan, representing a year-on-year increase of 52.64%-86.57% [3]. - As of July 15, all five constituent stocks that have disclosed mid-year earnings forecasts are expected to be profitable, with Lanqi Technology anticipating a potential doubling of net profit [3]. Group 3: Investment Opportunities - Analysts agree on three key points regarding investment opportunities in strategic emerging industries: 1. Long-term policy support, with strategic emerging industries being a core development focus during the 14th Five-Year Plan and beyond [5]. 2. Disruptive technological innovations in fields like AI and biotechnology are expected to reshape industry landscapes [6]. 3. The certainty of green transformation under carbon neutrality goals, with clear market potential in renewable energy and energy-saving sectors [6]. Group 4: ETF Characteristics - The Double Innovation Leader ETF (588330) offers a low investment threshold, allowing entry for less than 100 yuan, making it accessible compared to direct investments in the STAR Market and ChiNext [4][6]. - The ETF comprises 50 large-cap strategic emerging industry companies, focusing on high-growth sectors such as renewable energy, semiconductors, and medical devices [6]. - The ETF is designed to capture high volatility in technology markets, with a 20% limit on daily price fluctuations, enhancing its efficiency as a rebound tool [6].