Eazytec(SH:688258) Sou Hu Cai Jing·2026-01-14 03:44Group 1: ETF Performance - The Xinchang ETF (562030) saw a significant intraday price increase of 9.5%, currently up by 7.53%, leading the market in ETF performance [1] - The ETF has broken through its highest point since listing, indicating a potential buying signal as it experiences a premium rate of 0.75% [1] Group 2: Stock Performance - Notable stocks in the software development sector include Zhuoyi Information with a 20% increase, and Pinming Technology with a 19.82% rise [2] - Other significant gainers include Xinghuan Technology (16.47%), Shouyuan Information (13.19%), and Yuncong Technology (10.84%) [2] Group 3: Industrial Internet Development - The Ministry of Industry and Information Technology has issued a plan for the high-quality development of industrial internet platforms, aiming to cultivate over 450 influential platforms by 2028, with a target of over 1.2 billion connected industrial devices [2] - The industrial internet is seen as a core support for the digital and intelligent transformation of modern industry, reshaping development logic and acting as a key engine for industrial system upgrades [3] Group 4: Investment Opportunities - The domestic industrial software sector is expected to experience rapid growth driven by policies promoting domestic production and intelligence, with a focus on AI-enabled industrial software innovation [3] - The Xinchang industry is characterized by recovery in market conditions, product performance improvements, and low current rates of hardware and software localization, with anticipated acceleration in orders due to supportive policies [3][7] Group 5: Investment Logic - The Xinchang ETF focuses on the self-controllable information technology sector, covering core areas of the Xinchang industry chain, which is characterized by high growth and elasticity [6] - Key investment logic includes geopolitical factors necessitating self-control, increased local government procurement, technological breakthroughs by domestic manufacturers, and critical timing for procurement standards [6][7]