THXN(SZ:300390) Xin Lang Cai Jing·2025-09-05 08:14Group 1 - The ChiNext Index (399006) increased by 6.55% as of September 5, 2025, with notable stock performances including Tianhua New Energy (300390), XianDao Intelligent (300450), and Shenghong Technology (300476), each rising by approximately 20% [1] - The Ministry of Industry and Information Technology and the State Administration for Market Regulation issued the "Action Plan for Stable Growth of the Electronic Information Manufacturing Industry (2025-2026)", aiming to promote large-scale equipment updates and major project construction in the electronic information manufacturing sector [1] - The plan sets a target for the average growth rate of the value added in the computer, communication, and other electronic equipment manufacturing industries to be around 7% from 2025 to 2026, with an overall annual revenue growth rate of over 5% for the electronic information manufacturing industry when including related fields such as lithium batteries and photovoltaics [1] Group 2 - Zheshang Securities indicated that the decline in interest rates is a significant factor driving the current market trend, with long-term growth potential despite potential short-term adjustments [2] - The investment value in hard technology sectors, particularly in robotics, semiconductors, and new energy, is highlighted as becoming core components of future market capitalization [2] - The ChiNext ETF closely tracks the ChiNext Index, which consists of 100 stocks with large market capitalization and good liquidity, reflecting the performance of the ChiNext market [2]