每日经济新闻 国信证券指出，截至2025年7月26日当周，国信周频高技术制造业扩散指数A录得0.4，指数B为 50.8，显示行业景气度走强。从分项看，动态随机存储器（DRAM）价格较上周上升0.049美元至1.6180 美元，晶圆价格上升0.03美元至2.70美元/片，六氟磷酸锂价格上升0.02万元至4.95万元/吨，反应行业景 气度上升；而丙烯腈、6-氨基青霉烷酸及液晶显示器价格持平，对应航空航天、计算机、医药行业景气 度稳定。政策方面，中国光伏行业协会强调将市场化推进结构调整。前沿动态上，2025世界人工智能大 会签约31个项目，涉及智能驾驶、机器人等领域，投资额超150亿元，显示人工智能领域需求旺盛。 （责任编辑：董萍萍 ） 信创ETF（159537）跟踪的是国证信创指数（CN5075），该指数聚焦于信息技术创新领域，从国 内市场中选取涉及软件开发、网络安全、云计算等业务的上市公司证券作为指数样本，强调科技创新和 自主可控能力，以反映信息技术创新相关上市公司证券的整体表现。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提 ...

信创ETF（159537）跟踪的是国证信创指数（CN5075），该指数聚焦于信息技术创新领域，从市 场中选取涉及信息安全、云计算、大数据等细分行业的代表性上市公司证券作为指数样本，以反映信息 技术创新主题相关上市公司证券的整体表现。行业配置上偏向科技和新兴信息技术服务领域。 国金证券指出，信创行业受益于大国竞合及十四五收官项目建设节奏影响，以AI+国产化算力中 心、数据中心为核心建设需求驱动下，中国政府采购网数据显示上半年信创相关中标金额突破1200亿 元，同比激增78%。二季度信创产业链呈现持续稳健向上态势，三季度作为招标采购重要窗口期，相关 产品采购有望加速，国产化软硬件基础设施需求持续旺盛。在政策持续加码支持下，行业整体维持稳健 向上发展态势。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】 ...

Group 1 - The core viewpoint of the article highlights the robust growth of the domestic innovation (信创) industry, driven by government procurement and the "14th Five-Year Plan" project construction, with a significant increase in related bidding amounts [1] - In the first half of the year, the bidding amount for the domestic innovation sector exceeded 120 billion yuan, marking a year-on-year increase of 78% [1] - The second quarter showed a steady upward trend in the domestic innovation industry chain, with the third quarter expected to be a crucial time window for bidding and procurement, indicating a continued strong demand for domestic software and hardware infrastructure [1] Group 2 - The 信创 ETF (159537) tracks the Guozheng Domestic Innovation Index (CN5075), which focuses on the information technology innovation sector, selecting listed companies involved in software development and IT services [1] - The index constituents are characterized by high growth potential and innovation capability, favoring investments in high-tech and growth-oriented securities [1] - Investors without stock accounts can consider the Guotai Guozheng Information Technology Innovation Theme ETF Initiated Link A (020278) and Link C (020279) [1]

Core Viewpoint - The domestic innovation industry is benefiting from national competition and the "14th Five-Year Plan" policies, leading to a strong demand for domestic computing centers, with a steady upward trend observed in Q2 [1] Industry Summary - The sub-sectors of domestic innovation, software outsourcing, and financial IT are expected to show steady growth by 2025 [1] - The industry is currently in a fundamental chaos period, where user willingness to adopt new technologies is increasing, but their payment capabilities remain limited [1] - Investment is primarily driven by risk appetite, indicating a thematic investment phase, but there is potential for a shift towards a more favorable investment environment [1] - As the earnings disclosure period approaches in June and July, attention to the fundamentals is expected to increase [1] - The second half of the year may see better operational performance due to base effects, the implementation of new technologies, and supportive policies [1] Competitive Landscape - The industry faces intensified competition and risks related to technology development falling short of expectations [1] - There is a need to monitor the diversion effects from other technology sectors [1] Index Information - The Guozheng Domestic Innovation Index, tracked by the Domestic Innovation ETF, focuses on the information technology innovation sector [1] - This index includes representative A-shares from industries related to information security, cloud computing, and big data, reflecting the overall performance of listed companies in the information technology innovation field [1] - The constituent stocks cover various sub-sectors, showcasing market trends and development levels in China's information technology innovation sector [1]