信创ETF（159537）涨超1.1%，政策与需求双轮驱动行业景气度

Group 1 - The core viewpoint of the article highlights the robust growth of the domestic innovation (信创) industry, driven by government procurement and the "14th Five-Year Plan" project construction, with a significant increase in related bidding amounts [1] - In the first half of the year, the bidding amount for the domestic innovation sector exceeded 120 billion yuan, marking a year-on-year increase of 78% [1] - The second quarter showed a steady upward trend in the domestic innovation industry chain, with the third quarter expected to be a crucial time window for bidding and procurement, indicating a continued strong demand for domestic software and hardware infrastructure [1] Group 2 - The 信创 ETF (159537) tracks the Guozheng Domestic Innovation Index (CN5075), which focuses on the information technology innovation sector, selecting listed companies involved in software development and IT services [1] - The index constituents are characterized by high growth potential and innovation capability, favoring investments in high-tech and growth-oriented securities [1] - Investors without stock accounts can consider the Guotai Guozheng Information Technology Innovation Theme ETF Initiated Link A (020278) and Link C (020279) [1]