Core Viewpoint - The market is currently consolidating, with the Xinchuang ETF fund experiencing fluctuations near the waterline, reflecting mixed performance among its constituent stocks [1][3]. Group 1: Market Performance - On August 26, the Xinchuang ETF fund (562030) saw a decline of 0.34%, with notable drops in stocks such as Yuntian Lifa (over 6% drop) and Haiguang Information (over 5% drop) [1]. - Conversely, stocks like Tianrongxin and Guanglian Da reached their daily limit up, with Kirin Xinan rising over 8% and Zhuoyi Information increasing by over 3% [1]. Group 2: Industry Developments - The new generation of the Chinese operating system, Galaxy Kirin V11, was officially launched at the 2025 China Operating System Industry Conference, featuring a new Panshi architecture that significantly enhances user experience, security, and ecosystem richness [3]. - Galaxy Kirin is recognized as the first domestic operating system to surpass one million ecosystems, achieving compatibility with mainstream domestic CPUs, GPUs, and boards, thus establishing a complete domestic ecosystem [3]. - The operating system has been deployed in over 16 million sets and has supported major national projects such as Chang'e lunar exploration and Tianwen Mars exploration, while maintaining high coverage in government sectors and achieving long-term large-scale applications in finance, energy, education, and healthcare [3]. Group 3: Industry Growth Projections - Dongguan Securities indicates that the Xinchuang industry is steadily advancing with a "2+8+N" rhythm, transitioning from policy-driven to a dual-driven approach of policy and market [3]. - As the 2027 full replacement deadline approaches, the Xinchuang sector is expected to penetrate industries like finance and energy more rapidly, with market growth rates projected at 17.84% and 26.82% for 2025 and 2026, respectively, with the market size expected to exceed 2.6 trillion yuan by 2026 [3][6]. - The expansion of special long-term government bonds and debt resolution plans is providing financial support for Xinchuang procurement, while the refinement of government procurement standards is solidifying the replacement rhythm [3][6]. Group 4: Investment Logic - The Xinchuang ETF fund and its connected funds focus on the core segments of the Xinchuang industry chain, including basic hardware, software, application software, information security, and external devices, characterized by high growth and elasticity [5]. - Key investment logic includes the urgent need for self-control driven by geopolitical disturbances, the increasing support from the state for the Xinchuang sector, and the technological breakthroughs achieved by domestic manufacturers like Huawei [6].
ETF盘中资讯|新一代中国操作系统——银河麒麟V11正式发布!信创ETF基金(562030)随市回调,资金迎逢跌布局机会?
Sou Hu Cai Jing·2025-08-26 07:00