Group 1 - The core viewpoint of the news is that the A-share Sci-Tech Innovation Board is experiencing a significant upward trend, with the Shanghai Sci-Tech Innovation Board Composite Index rising for 13 consecutive days in July, indicating strong market confidence in "hard technology" as a new investment frontier [1][2] - The current digital economy in China is undergoing a transformation, moving from the "Internet Plus" phase to a new stage led by artificial intelligence, which is expected to benefit the Sci-Tech Innovation Board [1][7] - The Longcheng Fund has launched the Longcheng Shanghai Sci-Tech Innovation Board Composite Index Fund, which closely tracks the Sci-Tech Innovation Composite Index, providing a convenient investment channel for investors [1][8] Group 2 - As of the end of 2024, there are 581 companies listed on the Sci-Tech Innovation Board, with a total market capitalization exceeding 6.34 trillion yuan, reflecting the growing demand for indices that represent the overall performance of these companies [2][3] - The industry distribution of the Sci-Tech Innovation Composite Index shows a dominant position of the electronics sector, particularly semiconductors, which account for approximately 41.1%, followed by pharmaceuticals (18.1%) and computers (9.3%) [3] - The average annual growth rate of R&D expenditure for the index constituents over the past three years is 27%, with projected net profit growth rates of 67.6% and 37.8% for 2024-2026, indicating strong growth potential [3][9] Group 3 - The Sci-Tech Innovation Composite Index has demonstrated greater resilience and explosive growth during market recovery phases, outperforming major broad-based indices and reaching new highs in recent bullish trends [3][9] - The Sci-Tech Innovation Board has become a preferred listing venue for "hard technology" companies, with over 80% of its companies in emerging industries such as new generation information technology and biomedicine [7] - The Longcheng Fund emphasizes that the rise of domestic innovative technologies, such as DeepSeek, will lead to a long-term revaluation of Chinese assets, with the technology sector expected to be a key investment theme [7][9]

Group 1 - The Shanghai Stock Exchange's Sci-Tech Innovation Board (STAR Market) has officially celebrated its 6th anniversary, emphasizing its focus on "hard technology" with over 588 listed companies, predominantly in integrated circuits, biomedicine, and high-end manufacturing, which account for over 60% of the total [2] - The integrated circuit sector on the STAR Market has 119 companies, representing a significant portion of A-share listed companies in the same category, covering the entire supply chain from chip design to packaging and testing [2] - The biomedicine sector includes 113 listed companies focusing on treatments for cancer, hepatitis B, hepatitis C, and AIDS, establishing itself as a major listing venue globally outside the US and Hong Kong [2] Group 2 - The top ten weighted stocks in the STAR Market index account for 22.3% of the index, with notable companies including Haiguang Information, Cambricon, and SMIC [4] - The Huaxia STAR Market ETF closely tracks the STAR Market Composite Index, which reflects the overall performance of eligible STAR Market listed companies, including dividend income [3][4] Group 3 - Investment sentiment in the technology sector remains cautious due to trade uncertainties, but there is a consensus that trade policies will not revert to earlier unfavorable conditions [3] - Artificial intelligence is identified as a key technological change, with expectations for market focus to shift back to infrastructure development and application realization in the latter half of the year [3] - There is an ongoing emphasis on domestic substitution processes within the technology supply chain, particularly in semiconductor design, equipment, and manufacturing [3]

自证监会发布《关于深化科创板改革服务科技创新和新质生产力发展的八条措施》（以下简称"科八 条"）以来，在"丰富科创板指数"目标指引之下，科创板指数体系加速完善。 目前，科创板形成涵盖29条指数、80只ETF的多层次体系，总规模突破2500亿元。这一资本生态变革正 强力引导资金向半导体、AI、生物医药等"硬科技"领域集中，成为培育新质生产力的关键引擎。 指数"上新"不断 "科八条"提出，要持续丰富科创板指数品种，完善指数编制方法，健全"上海指数"体系。 在业内看来，丰富的指数产品对于引导长期投资、指数投资具有重要意义，是推动耐心资本形成的重要 基础工具。 "科八条"发布后，科创板指数持续"上新"。 今年1月，上证科创板综合指数（以下简称"科创综指"）及其价格指数正式发布。科创综指从科创板中 选取符合条件的全部上市公司证券作为样本，旨在全面反映科创板市场的整体表现，成为科创板市场的 重要综合指标。 这一指数的推出标志着科创板指数体系的进一步完善，同时也为资本市场服务科技创新注入了新的活 力。 除了宽基指数，主题指数也在持续更新。今年5月，上证科创板计算机主题指数正式发布。该指数选取 科创板内业务涉及软件开发、信息 ...

Group 1 - The Shanghai Stock Exchange Science and Technology Innovation Board Composite Index (000680) has seen a strong increase of 2.06%, with notable gains from component stocks such as GeLun Electronics (688206) up 20.01%, YiFang Bio (688382) up 20.00%, and JingJin Electric (688280) up 14.96% [3] - The Huaxia Science and Technology Innovation Index ETF (589000) rose by 1.97%, with a latest price of 0.93 yuan, and recorded a turnover rate of 3.41% during the trading session, with a transaction volume of 92.32 million yuan [3] - Over the past month, the average daily transaction volume of the Huaxia Science and Technology Innovation Index ETF reached 142 million yuan, ranking first among comparable funds [3] Group 2 - The recent China-Europe semiconductor upstream and downstream enterprise symposium emphasized the importance of leveraging complementary advantages and deepening trade cooperation while opposing unilateralism and bullying, aiming to maintain global semiconductor supply chain security and stability [3] - The Ministry of Commerce's emphasis on rare earth export control policies during the symposium may indicate a potential relaxation of export controls on rare earths for European chip companies [3] - Shanxi Securities noted that the tightening of chip export restrictions combined with the performance improvements of domestic chips will sustain high demand for AI computing power from downstream internet and intelligent computing centers [4] Group 3 - The focus is on first-tier manufacturers with significant performance improvements in new generation products on the chip side, and on the server side, the expected growth of H20 is anticipated to boost the performance of traditional server leaders [4] - The Huaxia Science and Technology Innovation Index ETF closely tracks the Shanghai Stock Exchange Science and Technology Innovation Board Composite Index, focusing on hard technology sectors, particularly in new generation information technology, high-end equipment, biomedicine, new energy, new materials, and energy conservation and environmental protection [4]

Group 1 - The core viewpoint of the news is the introduction of policies aimed at enhancing the financial support for technological innovation in China, which is expected to address the financial challenges faced by major technological tasks and small and medium-sized tech enterprises [2] - The policies will simultaneously target both the supply and demand sides to promote a "dual approach" between technology and finance, ultimately establishing a long-term investment mechanism for financial support of technological innovation [2] - The capital market's response to these policies indicates that the construction of a technology finance mechanism aims to fundamentally resolve existing pain points in technology development, thereby increasing the attractiveness of sci-tech stocks to long-term capital [2] Group 2 - As of May 22, 2025, the Shanghai Stock Exchange Sci-Tech Innovation Board Composite Index (000680) has shown a slight increase of 0.24%, with notable gains from constituent stocks such as Lanjian Intelligent (688557) up 15.06% and Aikesaibo (688719) up 9.03% [1] - The Huaxia Sci-Tech Innovation Index ETF (589000) closely tracks the performance of the Sci-Tech Innovation Board Composite Index, reflecting the overall performance of eligible listed companies on the board, including dividend income [2][3] - The top ten weighted stocks in the Sci-Tech Innovation Board Composite Index account for 23.41% of the index, indicating a concentration of investment in these key companies [3]

2025年3月3日，科创综指ETF东财（589060）正式开售！为投资者布局 "硬科技" 成长赛道提供了全新且 极具吸引力的选择。 科创综指（上证科创板综合指数）就像是科创板的 "全景星图"，全面且精准地反映科创板上市公司的整 体表现，让投资者对科创板的全貌一目了然。 它"全"在哪里？一文了解！ 01 科创综指 市值覆盖更"全"！ 如果说数字系列科创指数是聚焦局部的 "特写镜头"，那么科创综指就是展现科创板全貌的 "广角镜头"，科 创板大、中、小盘个股均在其视野范围之内。 目前科创板已拥有581家上市公司。然而，科创50、100、200等指数仅仅覆盖了350 家公司，还有超过200 家企业未被纳入其中。科创综指的推出，填补了这一空白，为科创板打造更为完善的投资工具体系。 02 科创综指 覆盖新兴行业更"全"！ 与之前爆火的中证A500指数类似，科创综指在行业分布上也有极为均衡的特征，覆盖了科创板所有中信一 级行业。多元化的行业布局，如同上了多重保险，有效分散单一行业风险。 科创综指前5大行业为：半导体（38%）、电力设备（15%）、机械（14%）、医药（13%）、计算机 （12%）。 反观科创50，行业集中度 ...