今日（7月11日）重仓软件开发行业的信创ETF基金（562030）震荡攀升，场内价格现涨1．14%。成份 股方面，星环科技涨超6%，格尔软件涨近6%，赢时胜、麒麟信安、东方国信等个股涨逾4%。 | ¥0.973 +0.011 +1.14% | | | 671 338天三 在馬中 07-11 10:36:03 北京时间 | | --- | --- | --- | --- | | 后演:0.975 | 今开:0.962 | 涨停:1.058 | 成交量:62167手 | | 量任:0.958 | 昨收:0.962 | 肤序:0.866 | 成交额:601.30万 | | 接手 :- | 市价:0.975 | 中位净值:0.962 | 基会份额:1.47亿 | | 1.44: 1.77% | 面价率:0.04% | 圆计净值:0.962 | 资产净值:1.44亿 | | 成立日:2023-09-26 | 净值日期:2025-07-10 | 到開日: -- | 货币单位:CNY | | 分时 五日 日K 图K 月K 率K 年K 120分 60分 30分 15分 5分 1分 | | | 区间绕计 全屏显示 | | 均价 ...

Group 1 - The core strategy of Lixia District is to implement the "Industrial Strong City Development Strategy," focusing on the development of electronic information and modern medicine industries [1] - The software industry in Lixia District is projected to reach a scale of 80 billion yuan in 2024, with a year-on-year growth of over 15% [1] - The district has established nearly 8,000 5G base stations, achieving deep coverage of 5G network signals [1] Group 2 - Jinan KJ Information Technology Co., Ltd. aims to be an "advanced digital construction operator," focusing on new infrastructure, artificial intelligence, and integrated management [2][10] - The company has been recognized as a "provincial-level specialized and innovative small and medium-sized enterprise" and a "provincial-level new data center pilot unit" [2] - The AI platform "One Network Management" has been selected as a typical case for digital transformation in Jinan [2] Group 3 - The Jinan Artificial Intelligence Computing Center, with an investment of 695 million yuan, has begun operations with an initial computing power of 100P [4] - The center integrates seven AI application assistants to provide full-cycle services for industries such as biomedicine and intelligent manufacturing [4] - The company has developed a product for enterprise registration information queries, which is now available on the Jinan public data operation platform [4] Group 4 - KJ Information continues to deepen its digitalization efforts, creating a leading domestic operational system that integrates various data sources [6] - The company has successfully connected its city management platform to 11 district systems, aggregating 15.3 million data entries across five major areas [6] - The self-developed "KX Cloud Warehouse" product offers modular design and low-code technology for various operational scenarios [6] Group 5 - The launch of the "KX Data Warehouse" and "Average Effect" management service platform aims to enhance the value of data assets and empower regional economic development [8] - The company is focused on optimizing computing center operations and promoting domestic computing services for enterprises across the province [10] - Future plans include exploring cutting-edge technologies such as smart city management and autonomous driving [10]

■2024年，上海市工业互联网核心产业规模超过1800亿元，工业互联网平台的应用普及率从18.1%提高 到33.7%，居全国前列 本报记者 李晔 刻蚀机是半导体制造核心设备之一，与光刻机互为依存。国产刻蚀机中的关键材料陶瓷件，其国产化率 一度不足5%。但上海一家集成电路"链主"不懈努力，将这个百分比拉升至两位数。 记者从上海市经信委和上海市工业互联网协会获悉，2022年起，上海遴选"工赋链主"培育企业累计达45 家，其中已有10家通过评估考核，被正式认定为首批"工赋链主"。近期，记者采访部分链主企业发现， 它们虽处不同领域，但有一共同特质——价值赋能。 自主可控显担当 供应链自主可控，始终是链主的牵挂。 中微半导体设备（上海）股份有限公司是科创板首批上市企业，其核心产品刻蚀设备包含超1万个零部 件，供应商逾千家且遍布全球。此前，公司对部分零部件进口依赖度高，若某一细小环节发生变故，就 可能影响整机交付。 集聚上海抓机遇 这一平台持续赋能链上企业，已发展出本土供应商培育、产业链企业OTD（订单到交付管理）、供应 链协同、供应链创新确权等功能。通过订单到交付管理，产业链下游企业可将生产工艺核心要点和检验 标准向上 ...

Group 1 - The article emphasizes the importance of implementing Xi Jinping's thoughts on socialism with Chinese characteristics and the strategies for scientific and technological innovation in Guangxi [1][3] - The Guangxi government has awarded various scientific and technological achievements, including the highest science and technology award to Professor Zhao Yongxiang and several other awards for outstanding contributions in different categories [2] - The article calls for all scientific workers in the region to learn from the awardees and focus on high-level innovation, emphasizing the need for practical work and innovation to drive high-quality development in Guangxi [3] Group 2 - The awards include first, second, and third prizes in categories such as natural science, technological invention, and scientific and technological progress, highlighting significant achievements in various fields [2] - Specific achievements recognized include advancements in concrete structure collapse mechanisms, efficient cogeneration systems, and low-carbon commercial vehicle technologies, showcasing the region's commitment to innovation [2] - The article encourages the cultivation of new productive forces and the acceleration of technology transfer and application to support the modernization of Guangxi [3]

本周，A股市场继续强势上行。周五，沪指一度逼近3500点整数关，最终报收于3472.32点，一周累计涨幅1.4%。 ETF方面，超七成产品本周实现正收益，港股创新药相关ETF继续领涨。同时，游戏、钢铁相关ETF本周也表现亮眼。 周涨幅榜：调整之后，港股创新药相关ETF再次爆发 本周，市场整体表现强势，ETF产品也大面积上涨，仅有约200只产品本周出现下跌，1200多只产品周涨幅中位数达1.08%。 此外，钢铁ETF（515210）本周突然大涨5.41%，也引发市场关注。消息面上，华菱钢铁本周被险资举牌。公告显示，7月3日，信泰人寿增持华菱钢铁69.09 万股股票，占公司总股本的0.01%。截至本公告日，信泰人寿已通过二级市场集中竞价方式购买公司股份至约3.45亿股，占公司总股本的比例已达到5%。 周跌幅榜：恒生科技指数表现低迷，相关产品集体回落 再看跌幅榜，本周跌幅较大的产品主要集中在港股互联网相关主题，但跌幅相对有限。主要原因是，本周恒生科技指数累计下跌2.42%，且阿里巴巴、腾讯 控股等互联网龙头均表现不佳。 | 513040.OF | 港股通互联网ETF | -3.484 | -3.619 | | -- ...

Group 1 - A-shares experienced a significant afternoon rally, with Software 50 ETF (159590) rising over 2% and having net inflows on 2 out of the last 5 days [1] - Digital currency concepts surged, influenced by a government notice promoting high-level institutional reforms in free trade zones, including measures for digital trade and risk prevention [3] - The EDA software market in China is dominated by three major suppliers, which accounted for approximately 82% of the market share last year, following the U.S. decision to lift licensing requirements for these companies [4] Group 2 - The Software 50 ETF closely tracks the CSI Software Index, which includes 50 stocks with a focus on application software (67% weight), AI-related fields (over 15%), and information security (10%) [4] - The DeepSeek concept stocks within the CSI Xinchuang Index have a weight of 48.1%, indicating a strong correlation with the "domestic substitution" trend in the market [5] - The computer industry is expected to see steady revenue growth by Q2 2025, with a focus on AI applications and computing power as key growth areas [4]

7月2日，2025雷神科技信创旗舰新品发布暨客户会于青岛科创生态园举行。本次会议以"信创风雷起， 共创芯未来"为主题，聚焦信创产业发展趋势，探讨产品技术突破路径、产业生态构建模式，瞭望产业 前行方向。 青岛市委常委、副市长王波，海尔集团董事局副主席、总裁梁海山，雷神科技创始人、董事长路凯林， 以及市密码管理局、市民营经济发展局、市大数据发展管理局、市工业和信息化局相关领导，中科方 德、海光信息、飞腾、兆芯等合作伙伴代表悉数出席，数百名核心经销商与主流媒体代表齐聚一堂，共 襄信创产业盛事。 踏准时代节拍，政企共促创新局 青岛市委常委、副市长王波在致辞中指出，近年来，青岛市全力构建"创新引领、软硬协同、应用迭 代、产业集聚"的信创产业发展格局，涌现出一批产业链核心企业。雷神科技作为高性能计算机领域的 先行者，长期深耕信创、电竞两大赛道，这次发布的信创产品，基于国产芯片，适配国产操作系统，性 能卓越、场景应用广泛，将为青岛信创产业发展注入新的动能。当前，青岛正以"走在前、挑大梁"的使 命担当，坚持科技创新引领产业创新，加快构建"10+1"创新型产业体系。我们将持续推动信创产业发 展，构建开放共享、安全可控、富有活力 ...

2025年7月1日共167只ETF基金获资金净流入，461只ETF基金净流出。净流入金额超1亿元的有21只，银华日利ETF(511880.SH)、短融ETF(511360.SH)、科创 芯片ETF(588200.SH)、华宝添益ETF(511990.SH)、光伏ETF(515790.SH)资金显著流入，分别净流入10.20亿元、7.64亿元、6.78亿元、5.70亿元、4.43亿元 （净申购份额*单位净值）。 | 排名 | 基金管理人 | 证券简称 | 证券代码 | 净流入金额(万元 | | --- | --- | --- | --- | --- | | l | 银苹基金 | 银华日利ETF | 211880 | 101997 | | 2 | 海富通事令 | 短融ETF | 211360 | 7642( | | 3 | 嘉实基金 | 科创芯片ETF | 588200 | 6775! | | ব | 华宝基金 | 华宝添益ETF | 511990 | 5696. | | 5 | 华泰柏瑞基金 | 光伏ETF | 515790 | 44261 | | 6 | 华夏基金 | 中证500ETF华夏 | 512500 ...

Market Overview - The A-share market ended the first half of the year positively, with the Shanghai Composite Index rising by 0.59% to close at 3444.43 points, and the Shenzhen Component Index increasing by 0.83% [1] - Overall, the market exhibited a trend of oscillating upward, with major indices showing slight gains [1] - The Shanghai Composite Index rose by 2.76% in the first half, while the Shenzhen Component Index increased by 0.48%, the ChiNext Index by 0.53%, and the STAR 50 Index by 1.46%. The North Star 50 Index stood out with a significant increase of 39.45% [1] Sector Performance - In the first half, 26 out of 31 Shenwan first-level industries saw an increase, with the top five sectors being Beauty Care (24.5%), Nonferrous Metals (23.1%), National Defense and Military Industry (20%), Media (19.1%), and Machinery Equipment (17.8%) [1] - The market displayed a "dividend + small-cap growth" style, with banks and gold stocks leading the gains, while technology growth sectors such as AI, semiconductors, solid-state batteries, and innovative drugs showed strong rotation [1] Individual Stock Performance - Over 3800 stocks rose in the first half, accounting for approximately 70% of the total, with 626 stocks increasing by over 50% and 175 stocks rising by more than 100% [1] - The top five individual stocks in terms of growth were Xingtum Measurement and Control, Guangxin Technology, United Chemical, Tiangong Co., and Shutaishen, all of which saw increases exceeding four times their initial values [2] Future Outlook - Analysts expect the market to continue the small-cap style led by private equity funds in the short term, with a potential shift towards large-cap growth style as external liquidity improves and economic fundamentals recover, possibly around the fourth quarter [2] - Key areas for accelerated growth include AI hardware and applications, humanoid robots, solid-state batteries, domestic semiconductor innovation, controllable nuclear fusion, military trade overseas, and new consumption [2]

| 数据来源：Wind 截止 | | --- | 至20250629 其核心特征表现为： 一是收益表现强劲。TOP10医药基金平均收益率52.75%，华安医药生物A以65.03%领跑； 二是回撤控制有效。最大回撤控制优于行业平均水平，最大回撤区间为-9.90%至-15.82%； 三是风险收益性价比高。其中，华安医药生物A以14.60的卡玛比率领先，其65.03%的年内收益率 与-12.18%的最大回撤形成显著风险收益优势；中银大健康A紧随其后，卡玛比率达13.38，年内收益率 56.81%，最大回撤-11.24%；富国医药创新A同样表现稳健，卡玛比率11.08对应54.31%收益和-12.83%回 撤。三只基金的单位风险回报效率均超11倍，凸显医药主题基金的风控能力。 2025年上半年行情收官，全市场普通股票型基金业绩呈现显著分化。Wind数据显示，以医药行业为代 表的主题基金在收益与风险控制上展现出比较优势，而部分科技、低碳主题基金则因风险收益失衡面临 持有体验挑战。通过卡玛比率（Calmar Ratio）这一核心指标观察，投资者真实获得感呈现鲜明对比。 从投资者获得感最佳基金来看，医药主题基金年内表现突出 ...