ETF盘前资讯|为何政策能够强力刺激信创板块？信创ETF基金（562030）一度冲击涨停，创历史新高！单日吸金超7000万元！

Core Insights - The 信创 ETF fund (562030) experienced a significant price increase, reaching a high of over 9.5% and closing up 5.35%, marking a new peak since its launch, with a trading volume of 83.76 million yuan, a 671% increase from the previous period [1] - The fund attracted 70.29 million yuan in a single day, indicating strong investor confidence in the 信创 sector's future performance [1] - Key stocks within the ETF, such as 用友网络, 星环科技, 卓易信息, and others, reached historical highs [1] Policy and Market Dynamics - The urgency surrounding upcoming policy documents, which set critical targets for 2027-2028, aligns with expectations for a complete replacement in the 信创 sector by 2027, enhancing market certainty for order acceleration in the next 2-3 years [1] - The integration of "AI + 信创" emphasizes the deep fusion of new-generation information technologies with the real economy, creating clear upgrade demands and market opportunities for domestic software [1] - The focus on "safe and reliable supply" and "key technologies" in policies highlights the critical need for self-sufficiency in the 信创 sector, making this logic increasingly urgent amid international tech competition [1] Industry Outlook - 中信证券 notes that the development of the 信创 sector is characterized by urgency and certainty, with expectations for continued recovery in market conditions [2] - 国泰君安证券 identifies three key features of the 信创 industry: recovery in market conditions, enhancement of product performance, and leadership in domestic computing power, with low current rates of hardware and software localization [2] - The "2+8+N" policy is expected to accelerate the realization of related orders in the next two years, with specific segments like domestic computing power driving the overall development of the 信创 supply chain [2] ETF Characteristics - The 信创 ETF fund and its linked funds track the 中证信创指数, covering essential segments of the 信创 industry, including basic hardware, software, applications, and information security, characterized by high growth and elasticity [4]