把握“智造”浪潮机遇 广发国证工业软件主题ETF正在发售
Zhong Zheng Wang·2025-12-16 06:42

Group 1 - The industrial software sector is expected to benefit from multiple favorable opportunities, with the launch of the GF National Industrial Software Theme ETF aimed at providing investors with easy access to core assets in domestic "intelligent manufacturing" [1] - Industrial software is considered the "digital foundation" of modern industrial systems and a key indicator of a country's manufacturing strength, with policies targeting the update of approximately 2 million sets of industrial software by 2027 [1] - The current core industrial software market is dominated by international giants, while domestic companies are enhancing product capabilities through continuous R&D investment and mergers and acquisitions [1] Group 2 - The GF National Industrial Software Theme ETF closely tracks the National Industrial Software Theme Index, focusing on 50 listed companies involved in industrial R&D design, production informatization, and enterprise management [2] - The index has a high concentration of top components, with the top ten stocks accounting for nearly 58% of the total weight, and small-cap stocks under 5 billion yuan dominate the index [2] - The National Industrial Software Theme Index has seen a cumulative increase of over 200% since its inception, with a year-to-date return of 18.49% as of November 30 [2]