ETF盘中资讯|国产算力突破引关注！信创ETF基金（562030）盘中摸高0.59%！机构：信创出海与AI技术共振或催生万亿空间

Core Viewpoint - The current market conditions for the software development industry, particularly the 信创 ETF fund (562030), indicate a potential left-side layout opportunity as the 2027 deadline for the comprehensive replacement of information systems by state-owned enterprises approaches [1][4]. Group 1: ETF Performance - The 信创 ETF fund (562030) experienced fluctuations, reaching a peak of 0.59% during trading but currently down by 0.2%, returning to levels seen in July of this year [1]. - Notable performers among the ETF's constituent stocks include 江波龙, 赢时胜, and 千方科技, with increases of 2.76%, 2.64%, and 2.29% respectively [1]. - Conversely, stocks such as 奇安信, 海光信息, and 纳思达 showed weaker performance, with declines of 0.88%, 0.83%, and 0.76% respectively [1]. Group 2: Industry Developments - The MDC 2025 conference highlighted breakthroughs in domestic computing power, with emphasis on the need for a self-sufficient computing power system for "sovereign AI" [3]. - The establishment of China's first large-scale quantum computing manufacturing facility in Shenzhen is expected to accelerate the industrialization of quantum computing, benefiting the 信创 industry chain [3]. - According to 天风证券, the computer industry is projected to outperform the沪深300 index, with a revenue growth of 3.22% and a net profit increase of 2.40% year-on-year by Q3 2025, indicating a recovery in fundamentals [3]. Group 3: Market Trends and Projections - The 信创 industry is transitioning from a policy-driven model to a dual-driven approach involving both policy and market forces, with significant growth expected in the financial and energy sectors [4]. - Market growth rates for the 信创 sector are anticipated to reach 17.84% and 26.82% in 2025 and 2026 respectively, with the market size expected to exceed 2.6 trillion yuan by 2026 [4]. - The expansion of special government bonds and debt resolution plans is expected to provide financial support for 信创 procurement, further solidifying the replacement timeline [4]. Group 4: Investment Logic - The 信创 ETF fund and its associated index focus on core areas of the 信创 industry, including hardware, software, application software, information security, and external devices, showcasing high growth and elasticity [6]. - The urgency for self-sufficiency in the context of geopolitical tensions and the trend towards de-globalization is driving significant support for the 信创 sector from the government and enterprises [6][7]. - The macroeconomic environment is seeing increased local debt efforts, which may lead to a recovery in government 信创 procurement [7].