Core Insights - The Xinchuang industry is benefiting from the competitive dynamics among major countries and the construction rhythm of the 14th Five-Year Plan, with a significant increase in government procurement related to Xinchuang projects, surpassing 120 billion yuan in the first half of the year, marking a year-on-year surge of 78% [1] - The second quarter showed a steady upward trend in the Xinchuang industry chain, with the third quarter expected to accelerate procurement of related products as a key bidding window, driven by strong demand for domestic software and hardware infrastructure [1] - The Xinchuang ETF (159537) tracks the Guozheng Xinchuang Index (CN5075), focusing on the information technology innovation sector, selecting representative listed companies in areas such as information security, cloud computing, and big data [1] Industry Summary - The Xinchuang industry is experiencing robust growth due to ongoing policy support and increasing demand for domestic technology solutions, indicating a stable upward development trend [1] - The Guozheng Xinchuang Index reflects the overall performance of listed companies in the information technology innovation theme, with a focus on technology and emerging information technology services [1] - Investors without stock accounts can consider the Guotai Guozheng Information Technology Innovation Theme ETF linked funds for exposure to this sector [1]