1月9日消息，上海市人民政府办公厅近日印发《上海市支持先进制造业转型升级三年行动方案（2026—2028 年）》，其中提出，到2028年，新增年产值10亿元以上制造业企业100家，累计超过600家，带动产业链新增规 上工业企业500家，规上制造业企业研发费用占营收比重显著提升。 超级赛道迎来重磅利好政策。 1月9日，据上海市人民政府网站，上海市人民政府办公厅印发《上海市支持先进制造业转型升级三年行动方案 （2026—2028年）》（以下简称《行动方案》），其中明确，实施结构调优升级、创新攻关强基、能级质效跃 升、资源要素支撑四大行动，并提出了17条具体举措，本方案自2026年1月1日起实施，有效期至2028年12月31 日。 关于商业航天、人形机器人等热门赛道，《行动方案》提出，积极引导企业投资布局低空经济、商业航天、具 身智能、生物制造、智能终端等新兴领域，加速电动垂直起降飞行器（eVTOL）、商业火箭、人形机器人等创 新产品突破产业规模化发展瓶颈。 上海最新发布 《行动方案》要求，加快绿色转型。围绕产品碳足迹管理，引导企业开发绿色低碳产品，开展环境、社会、治 理（ESG）评价和评级。支持企业开展能源低碳、 ...

Core Insights - The article highlights the positive momentum in the semiconductor and AI computing sectors following the unexpected outcomes of the US-China summit on October 30, which has led to a continuous net buying of SMIC shares in the Hong Kong market for seven consecutive days, totaling HKD 30.44 billion [1][6] - The launch of the first Hong Kong information technology ETF (159131) is gaining attention as it tracks the CSI Hong Kong Stock Connect Information Technology Composite Index, which focuses on semiconductor, electronics, and software sectors [1][2] Group 1: Market Trends - The Hong Kong Stock Connect Information Technology Composite Index consists of 41 hard technology companies, with a composition of 70% hardware and 30% software, emphasizing a strong focus on semiconductor and electronic sectors [3][5] - The index has shown significant performance, with a cumulative increase of 110.93% from December 30, 2022, to September 30, 2025, outperforming other Hong Kong technology indices [5][8] Group 2: Investment Opportunities - The ETF provides a tool for investors to capitalize on the growth of hard technology assets in Hong Kong, particularly in the semiconductor sector, where SMIC holds a weight of 19.41% in the index [5][6] - The index's high concentration in leading companies aligns with the objective of capturing long-term growth opportunities in the technology sector [5][6] Group 3: Future Outlook - The article indicates a strong demand for quality hard technology companies in Hong Kong, with expectations for more listings in the future, driven by the increasing participation of international long-term funds in the IPO market [6][8] - The current price-to-earnings ratio of the index stands at 42.68, significantly lower than other major global technology indices, suggesting potential growth opportunities for investors [6][8]