兴业基金徐成城：科技赋能 看好金融板块投资机遇

Group 1 - The core viewpoint of the article is that the financial technology sector is experiencing significant growth, driven by the industry's technological transformation, and that the newly launched ETF by Industrial Fund aims to capitalize on this trend [1][2][4] - Industrial Fund has expanded its ETF product line from broad-based indices to industry themes, including the launch of the Industrial Fund CSI Financial Technology Theme ETF, aligning with the trend of financial institutions embracing technology [1][2] - The financial technology ETF has shown high elasticity and performance, surpassing traditional securities ETFs, due to the close business ties between financial technology companies and brokerages, as well as the increasing investment in technology by the financial sector [2][4] Group 2 - The financial technology industry is expected to benefit significantly from the ongoing technological transformation within the financial sector, which is essential for broadening revenue sources beyond traditional interest margins [2][4] - The Chinese financial technology sector is also tasked with increasing the international circulation share of the Renminbi, which requires technological advancements in payment and liquidity [3] - Industrial Fund's strategy to promote the financial technology ETF is aligned with the direction of its parent company, Industrial Bank, which emphasizes the importance of technology in financial services [3][4] Group 3 - Industrial Fund has a strong background in fixed income investments and is now actively expanding its equity business, particularly in the ETF space, to seek differentiated opportunities in passive investment [4] - The company believes that the ongoing competition in the technology sector and the advantages of China's latecomer position will drive the valuation of technology growth assets upward [4] - The current market environment, characterized by declining interest rates, is favorable for growth styles, further enhanced by financial institutions investing their accumulated profits into technological transformation [4]