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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?
Xin Lang Ji Jin·2025-08-26 06:59

Group 1 - The market is currently consolidating, with the Xinchuang ETF fund (562030) experiencing fluctuations near the waterline, down 0.34% [1] - Among the constituent stocks, Yuntian Lifa fell over 6%, and Haiguang Information dropped more than 5%, while Tianrongxin and Guanglian Da reached the daily limit, with Qilin Xin'an rising over 8% and Zhuoyi Information increasing by more than 3% [1] Group 2 - The new generation of the Chinese operating system, Galaxy Kirin V11, was officially released 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 the first domestic operating system to break the million-ecosystem barrier, achieving comprehensive compatibility with mainstream domestic CPUs, GPUs, and boards, thus establishing a complete domestic ecosystem [3] - The operating system has been deployed over 16 million times and has supported major national projects such as Chang'e lunar exploration and Tianwen Mars exploration, maintaining high coverage in government sectors and achieving long-term scaled applications in finance, energy, education, and healthcare [3] Group 3 - The Xinchuang industry is steadily advancing according to the "2+8+N" rhythm, transitioning from policy-driven to a dual-driven approach of policy and market [3] - With the 2027 full replacement deadline approaching, the Xinchuang initiatives are penetrating deeper into county and township levels, with accelerated adoption in finance and energy sectors [3] - Market scale growth rates are expected to reach 17.84% and 26.82% in 2025 and 2026 respectively, with the market size projected to exceed 2.6 trillion yuan by 2026 [3] Group 4 - The Xinchuang ETF fund (562030) and its linked funds focus on the core segments of the Xinchuang industry chain, including basic hardware, software, application software, information security, and external devices, showcasing high growth and elasticity [5] - The investment logic in the Xinchuang industry is driven by four key factors: geopolitical disturbances increasing the demand for self-control, enhanced government procurement, technological breakthroughs by domestic manufacturers, and critical timing for procurement standards [6]