Xin Lang Cai Jing·2025-10-13 03:40Group 1: Software ETF Performance - The Software ETF has a turnover rate of 13.16% and a trading volume of 720 million yuan, indicating active market participation [1] - The latest scale of the Software ETF reached 5.434 billion yuan, marking a one-month high and ranking first among comparable funds [1] - The latest share count of the Software ETF is 5.827 billion shares, also a one-month high and leading among comparable funds [1] - Over the past four days, the Software ETF has seen continuous net inflows, with a maximum single-day net inflow of 507 million yuan, totaling 620 million yuan [1] - As of October 10, 2025, the net value of the Software ETF has increased by 34.34% over the past three years [1] - The highest monthly return since inception is 39.35%, with the longest consecutive monthly increase being three months and a maximum increase of 69.40% [1] - The average return during the months of increase is 10.06% [1] Group 2: Key Holdings in Software Sector - As of September 30, 2025, the top ten weighted stocks in the CSI Software Service Index include iFlytek, Tonghuashun, Kingsoft Office, Zhinan Zhen, Hengsheng Electronics, Runhe Software, 360, Tuo Wei Information, Yonyou Network, and Deepin Technology, collectively accounting for 62.41% of the index [1] Group 3: Industry Developments - The Ministry of Commerce announced export controls on certain foreign rare earth-related items containing Chinese components, with the announcement format changing to WPS, which has sparked discussions [2] - Huachuang Securities noted that the demand for domestic software is accelerating due to the need for self-reliance in technology, driving the development of secure and controllable industrial software and computing power industries [2] - The Ministry of Finance's procurement standards for 2024 emphasize self-reliance, and continuous updates to security assessments are expected to lead to high-quality industry development [2] - The domestic software industry's performance is gradually improving, confirming a turning point [2]