鸿蒙5.0设备破千万！信创ETF基金（562030）涨1.1%！机构：AI加速渗透软件行业

Core Viewpoint - The performance of the Xinchang ETF Fund (562030) is stable, with a 1.1% increase in early trading, reflecting positive market sentiment towards the software development industry and its key stocks [1] Group 1: Fund Performance - The Xinchang ETF Fund (562030) passively tracks the CSI Xinchang Index (931247), which rose by 1.53% on the same day [1] - Key stocks in the fund include Hengsheng Electronics, Zhongke Shuguang, and Haiguang Information, with significant daily increases of 2.94%, 0.6%, and 1.65% respectively [2][1] - Notably, Tianrongxin reached the daily limit increase, while Ruantong Power showed a slight decline of 0.25% [1][2] Group 2: Industry Trends - The software development industry is experiencing a divergence, with AI technology deeply penetrating workflows, leading to a significant reduction in input-output costs and accelerating commercialization in production [3] - The demand for real-time intelligent data services is high, with 75.32% of enterprises prioritizing this need, while 58.86% expect mature AI application scenarios [3] - China's software spending growth rate is higher than the global average, indicating a recovery phase in the industry [3] Group 3: Market Dynamics - The Xinchang industry is transitioning from policy-driven to a dual-driven approach of policy and market, with significant growth expected in the market size, projected to exceed 2.6 trillion yuan by 2026 [4] - The capital expenditure of major US tech firms reached a new high, growing by 77% year-on-year, driven by AI business growth [4] - The domestic software sector is witnessing a rebound, with a growth rate of 13.8% in basic software over the past four months [4] Group 4: Investment Logic - The Xinchang ETF Fund focuses on the self-controllable information technology sector, which is supported by national security and industry safety needs [6] - The government procurement for Xinchang is expected to recover, aided by increased local debt efforts [6] - The advancement of new technologies by domestic manufacturers, exemplified by Huawei, is anticipated to boost market share in the domestic software and hardware sectors [6]