Group 1 - The core viewpoint is that the Huaxia New Energy ETF (159368) has seen a significant increase in its performance and capital inflow since September, with a rise of over 22% and an inflow of 880 million yuan [1] - As of September 26, 2025, the Huaxia New Energy ETF's scale has surpassed 1 billion yuan, making it the largest in its category [1] - The ETF tracks the New Energy Index, which includes various sectors such as batteries and photovoltaics, indicating its broad market coverage [1] Group 2 - The Huaxia New Energy ETF has the highest flexibility with a maximum increase of 20% and the lowest fee rate, with a total management and custody fee of only 0.2% [1] - As of September 25, 2025, the ETF's scale reached 961 million yuan, and it has the highest average daily trading volume of 61.98 million yuan over the past month [1] - The ETF's composition includes 51% energy storage and 23.6% solid-state batteries, aligning with current market trends [1]

Core Insights - The Ganzhou Economic Development Zone is experiencing a "second phase phenomenon," with 35 companies launching second-phase projects over the past three years, indicating a trend of deep-rooted investment and expansion in the region [1][2]. Group 1: Industry Development - Tongxingda Electronics has become a leading company in the display module sector, accounting for one-fourth of the national output, and has successfully expanded from phase one to phase three in the Ganzhou Economic Development Zone over 14 years [2]. - The zone has attracted over 300 electronic information companies, more than 140 new energy and electric vehicle companies, and over 80 new material and high-end application companies, forming a complete industrial chain [2]. Group 2: Government Support and Services - The local government has appointed 401 officials to support 608 companies, enhancing service efficiency and addressing practical challenges faced by businesses [3]. - The Ganzhou Economic Development Zone has implemented reforms to improve administrative services, achieving a 98.99% online processing rate for tax-related matters in the first half of the year [3]. Group 3: Innovation and Talent Development - The zone has established a "talent flying ground" mechanism to attract and cultivate talent, which is a key reason why many companies choose it for their second-phase projects [4]. - The "Weekend Engineer Talent Station" project has attracted 26 engineers in 2024, providing technical services to over 500 companies, thereby enhancing local industry capabilities [5].

内容概要：赣州市是江西省地级市，同时也是省域副中心城市、Ⅱ型大城市，位于江西省南部。近年 来，赣州市大力实施科技创新赋能行动，制定出台"7510"行动计划及7条制造业重点产业链现代化建设 提升行动方案，在优化创新生态、培育壮大创新主体、建强重大创新平台、开展技术研发攻关等方面不 断革新，赣南老区更具"科技范"，发展的动能更强劲。赣州的千亿级产业、千亿级园区、百亿级企业方 阵不断壮大，形成了现代家居、有色金属和新材料、电子信息、纺织服装4个千亿产业集群。 上市企业：中国稀土（000831）、天音控股（000829）、金力永磁（300748）、孚能科技（688567）、 逸豪新材（301176）、九丰能源（605090）、天键股份（301383）、美克家居（600337）、腾远钴业 （301219）、章源钨业（002378） 相关企业：美克国际家居用品股份有限公司、赣州市大自然家居有限公司、美克数创（赣州）家居智造 有限公司、江西怡良实业有限公司、江西维平创业家具实业有限公司、赣州江钨新型合金材料有限公 司、赣州市裕泰锡业有限公司、赣州市海龙钨钼有限公司、江西省鑫盛钨业有限公司、崇义县银通矿业 有限公司、富联精密 ...