20cm速递|科创创业ETF（588360）涨超2%，科技创新政策预期强化

Core Viewpoint - Technological innovation is identified as the primary task direction for the next five years, emphasizing the need to enhance independent innovation capabilities and seize the high ground in technological development [1] Group 1: Policy and Strategic Direction - The adjustment in priorities highlights a further emphasis on the implementation of technological innovation in the real economy [1] - Historical analysis of the past twenty years shows that the formation of five-year plans has supported the mid-term slow bull market in A-shares [1] Group 2: Investment Opportunities - The Science and Technology Innovation and Entrepreneurship ETF (588360) tracks the Science and Technology Innovation and Entrepreneurship 50 Index (931643), which has a daily fluctuation limit of 20% [1] - The index selects 50 emerging industry stocks with large market capitalization and good liquidity from the Sci-Tech Board and the Growth Enterprise Market, covering key areas such as new energy and biomedicine [1] - The index focuses on hard technology and mature innovative enterprises, reflecting high industry concentration and leading effects, which can comprehensively represent the technological barriers and growth performance of China's frontier industries [1] Group 3: Performance Metrics - The index's performance in the third quarter exceeded 65%, significantly outperforming the Sci-Tech 50 (49.02%) and the Growth Enterprise Market 50 (59.45%) [1]