信创ETF（159537）涨超1.9%，行业景气度走强

Core Insights - The high-tech manufacturing industry in China is showing signs of improvement, with the diffusion index A recorded at 0.4 and index B at 50.8 as of the week ending July 26, 2025 [1] Industry Performance - Dynamic Random Access Memory (DRAM) prices increased by $0.049 to $1.6180 per unit, while wafer prices rose by $0.03 to $2.70 per piece, indicating a positive trend in the industry [1] - Lithium hexafluorophosphate prices went up by ¥0.02 million to ¥4.95 million per ton, reflecting an increase in industry sentiment [1] - Prices for acrylonitrile, 6-amino penicillanic acid, and liquid crystal displays remained stable, suggesting steady conditions in the aerospace, computer, and pharmaceutical sectors [1] Policy and Market Developments - The China Photovoltaic Industry Association emphasized the importance of market-driven structural adjustments in the photovoltaic sector [1] - The 2025 World Artificial Intelligence Conference signed 31 projects in areas such as intelligent driving and robotics, with total investments exceeding ¥15 billion, indicating strong demand in the AI sector [1] Investment Opportunities - The Xinchang ETF (159537) tracks the Guozheng Xinchang Index (CN5075), focusing on information technology innovation by selecting listed companies involved in software development, cybersecurity, and cloud computing [1] - Investors without stock accounts can consider the Guotai Guozheng Information Technology Innovation Theme ETF Initiated Link C (020279) and Link A (020278) [1]