Sou Hu Cai Jing·2025-12-25 05:42Core Viewpoint - The news highlights the active performance of the Xinchuang ETF fund (562030) in the information technology self-controllable sector, with a price increase of nearly 1% at one point and currently up by 0.78%, recovering key moving averages and showing potential for further gains [1][3]. Group 1: Market Performance - The Xinchuang ETF fund has seen significant activity, with key stocks such as Chengdu Huami leading with a rise of 10.48%, followed by Nandian Information at 5.10%, and others like Yaxin Security and Xin'an Century increasing by over 2% [3]. - The fund's underlying index includes core segments of the Xinchuang industry chain, covering hardware, software, application software, information security, and external devices, indicating high growth and elasticity characteristics [6]. Group 2: Policy and Industry Outlook - Eight departments have issued a document to support the construction of the Western Land-Sea New Corridor, promoting cross-border payment opportunities, with predictions of rapid growth in global retail cross-border payment scale by 2032 [4]. - Analysts from CITIC Securities and Guotai Junan Securities suggest that the Xinchuang industry is poised for unexpected growth due to favorable policies and the urgent need for self-controllable technology, with hardware and software localization rates currently low [4][7]. - The Xinchuang sector is characterized by recovery in market conditions, improved product performance, and leadership in domestic computing power, with significant orders expected to accelerate in the next two years due to supportive policies [4][7]. Group 3: Investment Strategies - Investment opportunities in the Xinchuang sector can be categorized into three main lines: core participants in the Huawei supply chain, leading companies in the Xinchuang ecosystem, and urgent demand in specific fields such as domestic computing power and industrial software [4][7]. - The current geopolitical climate and the trend towards de-globalization emphasize the necessity for self-controllable technology, which is expected to receive strong support from the government and accelerate industry development [6][7].