【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、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 每日经济新闻 （责任编辑：张晓波 ） 银河证券指出，信创产业已进入深水区，国产生态繁荣将提升客户粘性进而提升盈利空间。政策层 层加码为信创注入新动能，79号文明确提出到2027年实现央国企信创100%替代的目标，覆盖基础硬 件、基础软件、操作系统、中间件等领域。当前面对全球政治格局变化，关税摩擦常态化，美国对中国 科技制裁愈演愈烈，倒逼中国信创加速替代。此外，DeepSeek的横空出世加速AI应用在信创领域落 地，为信创产业发展提供了强劲动力，预计2025年信创产业将迎来爆发式增长。国产操作系统逐渐发 展，基础软件加速渗透，国产算力自给率不断提升，技术突破与政策驱动市场放量。 信创ETF跟踪的是国证信创指数，该指数由深圳证券信息有限公司发布，从A股市场中选取信息技 术创新领域内具有代表性的上市公司证券作为指数样本。该指数聚焦于信息技术行业，涵盖软件、硬件 及 ...

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]

注：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：董萍萍 ） 平安证券指出，作为新质生产力的重要组成部分，叠加需求端加快修复预期，计算机行业未来有望 迎来业绩和估值的双重提升。当前，我国信创基础软硬件已经实现从可用到好用，但如果信创基础软硬 件与行业客户业务系统的适配进度低于预期，则将影响信创向业务系统的拓展，信创产业存在发展不及 预期的风险。信创产业作为计算机行业的重要板块，其发展潜力值得关注，但需警惕基础软硬件适配进 度不及预期的潜在风险。 信创ETF（代码：159537）跟踪的是国证信创指数（代码：CN5075），该指数由深圳证券信息有 限公司编制，从沪深市场中选取涉及软件开发、计算机设备等信息技术创新领域的上市公司证券作为指 数样本，集中体现科技板块核心资产，综合反映具有高成长性和技术突破能力的信创产业上市公司证券 的整体表现。 没有股票账户的投资者可 ...

截至6月9日，信创ETF易方达(159540)最新规模达7.09亿元，最新份额达5.90亿份，均创成立以来新高。 从资金净流入方面来看，信创ETF易方达(159540)近10天获得连续资金净流入，合计"吸金"5.45亿元。 联接A：020403 国产"算力"航母正式落地。6月9日晚间，海光信息披露重大资产重组预案。海光信息拟向中科曙光的全 体换股股东发行A股股票，交换该等股东所持有的中科曙光股票。吸收合并方换股价格为143.46元/股， 被吸收合并方换股价格为79.26元/股。换股吸收合并完成后，中科曙光将终止上市，海光信息将承继及 承接中科曙光的全部资产、负债、业务、人员、合同及其他一切权利与义务。 联接C：020404 关联产品： 截至2025年6月10日收盘，信创ETF易方达(159540)换手34.93%，全天成交2.33亿元，市场交投活跃。 信创ETF易方达：159540 天风证券认为，经贸协商未完待续，自主可控仍是长期逻辑。信创板块收入端稳健复苏，结构性亮点突 出，国产算力与信创板块受益于政策支持自主可控与技术迭代，景气度有望持续上行。 信创ETF易方达(159540)跟踪国证信息技术创新主题指数 ...

粤港澳大湾区国家技术创新中心是国家重点布局建设的三个综合类国家技术创新中心之一。孙志洋来到 该中心，了解中心"核心总部+创新网络"体系及其技术研发与成果转化情况。他表示，大湾区国创中心 是国家在广东、广州布局的战略科技力量，肩负着推动产业科技创新、发展新质生产力的重要使命。希 望大湾区国创中心坚持科学引领，加强关键核心技术攻关，优化多元创新主体高效协同的有组织科研模 式，形成更多技术集群式突破。聚焦需求驱动，推进技术研发与产业发展需求精准对接，加大工业软件 等前沿成果的应用推广力度，为广州"12218"现代化产业体系建设提供有力支撑。立足湾区禀赋，进一 步发挥跨区域、跨领域、跨学科、跨产业的特色优势，加快形成高质量协同创新共同体，打造成为科技 成果转化体系标杆。 在一汽出行科技（广州）有限公司、广东能源集团及其下属天然气有限公司，孙志洋详细了解企业业务 布局、技术研发、运营管理等情况，认真听取企业提出的意见建议。他鼓励一汽出行用好广州市场规模 和产业资源优势，探索并完善新的商业服务模式，抢抓自动驾驶赛道发展先机；勉励广东能源集团及其 下属天然气有限公司发挥主业优势，抓实能源安全生产，加大技术创新力度，加快能源 ...

Group 1 - The core objective is to transform the urban sub-center into a green technology innovation service industrial park, aiming for an annual growth of approximately 20% in effective green technology invention patents by 2027, and to establish over 300 green enterprises [1][4] - By 2035, the goal is to achieve an annual growth of around 15% in effective green technology invention patents and to form more than three green industrial clusters [1][4] - The urban sub-center has achieved 100% green electricity supply in its administrative office area and has established a new energy system experimental base [2][3] Group 2 - The urban sub-center currently has 13 national-level green factories and has initiated the construction of a national-level green trading platform [3] - A significant investment fund of 100 billion yuan for green energy and low-carbon industries has been established [3] - The urban sub-center is focusing on the development of six key green industries, including carbon professional services and green finance, while enhancing four existing green industries [4][5] Group 3 - The Beijing Green Technology Innovation Service Industrial Park is being established on the site of a former optical instrument factory, which has been inactive since 2007 [6][7] - The urban sub-center is promoting the establishment of the Beijing International Green Technology Concept Verification Center to support core technology breakthroughs in green industries [7] - The urban sub-center aims to enhance the financial support for green economy initiatives by leveraging district-level industrial funds and creating a global green finance and sustainable finance center [8]