Xin Lang Cai Jing·2025-10-13 03:40Core Viewpoint - The domestic software sector is experiencing a surge in activity, particularly in industrial software and the "Xinchuang" (self-reliance) direction, despite global trade tensions impacting the market [1] Group 1: Market Performance - The Xinchuang 50 ETF (560850) saw an intraday increase of over 4%, currently up by 2%, with trading volume exceeding 22 million CNY [1] - The Software 50 ETF (159590) also rose nearly 1%, with a net inflow of 24 million CNY during the session [2] - Key stocks in the Xinchuang 50 ETF include Huada Jiutian, which increased by over 15%, and Kingsoft, which rose by over 10% [5] Group 2: Sector Analysis - The Xinchuang 50 ETF's index is heavily weighted towards computer software (43%), cloud services (23%), computer equipment (18%), and semiconductors (13%), indicating a strong correlation with the "domestic substitution" trend [7] - The software sector is seen as critical for national security and economic stability, with a focus on key software that supports essential operations [6] Group 3: Regulatory and Policy Developments - The Ministry of Commerce's recent announcement regarding export controls on certain rare earth items has sparked discussions, particularly due to the use of WPS format for official documents, highlighting a push for self-reliance in technology [4] - The Ministry of Industry and Information Technology, along with six other departments, has launched a plan to promote service-oriented manufacturing, aiming to establish 50 leading brands and 100 innovation hubs by 2028 [4]