Group 1 - The current domestic industrial software localization rate shows significant differentiation, with management software at 70%, manufacturing software over 50%, but high-end software like EDA and CAD having localization rates in single digits [1] - The operating system market is still dominated by Android, Windows, and iOS, with low localization rates; database penetration in government systems exceeds 80%, but is below 5% in medical scenarios [1] - WPS holds over 90% market share in the trusted computing market for office software, while ERP localization is at 38% and CRM at 60% [1] Group 2 - The Computer ETF (512720) tracks the CS Computer Index (930651), which selects listed companies involved in computer hardware, software, and services from the Shanghai and Shenzhen markets, covering key segments of the information technology industry chain [1] - The index aims to reflect the overall performance of listed companies in the computer industry, characterized by high technological content and growth potential [1]
计算机ETF（512720）盘中涨近2%，政策与外部环境催生国产替代机遇
Mei Ri Jing Ji Xin Wen·2025-10-20 06:29