顶层规划明确 “网络强国” 建设方向，通信设备ETF（159583）盘中涨幅达6.77%

Core Viewpoint - The technology sector is experiencing significant activity, particularly in the communications sector, driven by strong performance in various sub-sectors such as optical communication, copper cable high-speed connections, and AI [1] Group 1: Market Performance - The communications equipment ETF (159583) saw an intraday increase of 6.77%, while the ChiNext AI ETF (159246) rose by 5.69% [1] - Key stocks within the communications equipment ETF, such as Aerospace Zhizhuang and China Satellite, reached their daily limit, with Aerospace Hanyu increasing by over 15% [1] Group 2: Policy and Future Outlook - The Fourth Plenary Session approved the "Central Committee's Proposal for the 15th Five-Year Plan," emphasizing the construction of a strong network nation and the need to strategically position future industries [1] - The plan highlights emerging economic growth points, including quantum technology, biomanufacturing, hydrogen energy, nuclear fusion, brain-computer interfaces, embodied intelligence, and sixth-generation mobile communications [1] Group 3: Industry Projections - Institutional research indicates that by the first half of 2025, the communications industry is expected to see a 2.8% year-on-year revenue growth and a 7.8% increase in net profit attributable to the parent company [1] - Continued high growth is anticipated in sectors such as optical modules and liquid cooling in Q3 2025, with a trend expected to persist into Q4 2025 [1] Group 4: Investment Opportunities - The communications equipment ETF (159583) tracks the CSI Communications Equipment Theme Index (931271), with a high proportion of leading companies in optical modules and computing hardware, accurately reflecting the development trends in these industries [1] - Investors without on-site accounts can explore investment opportunities through linked funds (Class A 021933; Class C 021934) [1]