Create Century(SZ:300083) Xin Lang Ji Jin·2025-11-25 01:49Core Insights - The domestic AI industry is experiencing rapid growth, with significant developments from both domestic and international players, indicating a competitive landscape [2] - The launch of the "Genesis Plan" by Trump aims to leverage AI for scientific advancements, highlighting the urgency for the domestic AI industry to innovate and develop [2] - The current period is identified as a "golden window" for the domestic AI sector, driven by explosive demand, technological breakthroughs, policy support, and profitability among key players [3] Group 1: Market Performance - The Sci-Tech Innovation Artificial Intelligence ETF (589520) saw a significant jump, with a 2.53% increase, recovering key moving averages [1] - Key stocks within the ETF, such as Haitan Ruisheng and Lingyun Guang, experienced gains exceeding 7%, while others like Jingchen Co. and Chip Origin Co. rose over 4% [1] Group 2: Industry Developments - The user base for generative AI in China is projected to reach 515 million by mid-2025, doubling within six months, indicating widespread adoption [2] - Domestic AI chips like Huawei's Ascend 910B and Cambricon's MLU are being adapted for local models, reducing reliance on Nvidia and fostering a closed-loop ecosystem [2][3] - The new five-year plan emphasizes enhancing technological self-reliance, providing robust support for AI and domestic alternatives [3] Group 3: Financial Performance - In the third quarter of 2025, 20 out of 30 companies within the Sci-Tech Innovation Artificial Intelligence ETF reported profitability, with 22 showing year-on-year net profit growth [3] - The ETF focuses on companies that dominate their respective segments, benefiting from the acceleration of AI integration in chips and software [3]