Core Viewpoint - The Southern Entrepreneurial Board Artificial Intelligence ETF (159382) has shown significant growth, reflecting strong performance in the AI sector, driven by advancements in 5G and industrial internet integration [1][2]. Group 1: ETF Performance - The Southern Entrepreneurial Board Artificial Intelligence ETF (159382) rose over 3% at one point, currently up 2.63%, with a trading volume of 13.61 million yuan [1]. - Over the past week, the ETF has accumulated a rise of 13.98% as of October 24, 2025 [1]. - Key constituent stocks such as Xinyisheng, Guangku Technology, and Xiechuang Data have seen significant increases, with gains of 4.91%, 4.84%, and 4.61% respectively [1]. Group 2: Industry Developments - A recent seminar in Shenzhen focused on the development of 5G factories, with the Ministry of Industry and Information Technology emphasizing the promotion of the "5G + Industrial Internet" initiative [1]. - The initiative aims to accelerate the integration of new technologies like 5G, AI, and computing power into industrial applications, enhancing the scale and quality of 5G factories [1]. - The "14th Five-Year Plan" highlights the importance of building a modern industrial system with a focus on intelligent and green manufacturing, positioning smart manufacturing as a key future industry axis [2]. Group 3: AI Market Insights - According to Zhongyin Securities, the level of technological self-reliance is expected to significantly increase, providing long-term support for strategic emerging industries such as AI and high-end manufacturing [2]. - Guojin Securities notes that AI is transitioning from training to inference phases, with accelerated deployment in enterprises and the growing value of edge nodes and interconnectivity [2]. - The Southern Entrepreneurial Board Artificial Intelligence Index reflects the stock price changes of companies related to the AI theme, with top-weighted stocks including Zhongji Xuchuang, Xinyisheng, and Tianfu Communication [2].

Market Overview - The market experienced fluctuations with all three major indices closing higher: Shanghai Composite Index up 0.13%, Shenzhen Component Index up 0.38%, and ChiNext Index up 1.27% [1] Industry Insights - The satellite communication industry is gaining strategic importance, with the Ministry of Industry and Information Technology granting China Unicom a license for satellite mobile communication services, which will enhance emergency communication and services in remote areas. China Mobile is also applying for a similar license [2] - Citic Securities indicates that the satellite communication industry is at a turning point, with expectations for accelerated license issuance and investment opportunities in satellite service providers and related sectors [2] - Hangzhou aims for its AI terminal industry to reach a scale of 300 billion yuan by 2027, with plans to cultivate several large enterprises and specialized companies [2] AI Industry - The AI industry is seen as a key driver of technological revolution and industrial transformation, benefiting from ongoing technological advancements and policy support [3] - Various ETFs related to AI are highlighted, indicating a growing interest in this sector [3] Media and Gaming Sector - The media industry is expected to maintain upward momentum due to improved content quality and a favorable policy environment, with a focus on companies accelerating AI commercialization [3] - The gaming sector remains robust, with sustained demand and a strong pipeline of upcoming games, suggesting continued high industry vitality [3] Related ETFs - Several ETFs are associated with the discussed sectors, including those focused on 5G, AI, and gaming, indicating investment opportunities in these areas [2][3][4]

Group 1 - The A-share market saw a significant rise, with the computing power sector leading the gains, particularly in chip stocks, with notable increases in individual stocks such as Tianfu Communication (20% limit up), Cambrian (over 8% rise), and SMIC (over 14% rise) [1] - The release of the "Artificial Intelligence +" action plan by the State Council is expected to catalyze the comprehensive application of AI, enhancing various sectors including consumption, industry, and livelihood, and promoting the large-scale adoption of AI technologies [1] - The media sector is actively engaging in AI applications, with expectations that policy implementation will accelerate demand expansion and ecosystem prosperity across industries such as entertainment, advertising, e-commerce, education, and healthcare [1] Group 2 - AI-driven PCB (Printed Circuit Board) industry is anticipated to boost the demand for PCB equipment upgrades, with characteristics such as a return to an upward cycle, product high-endization, and factory establishment in Southeast Asia [2] - The core processes in PCB production, including drilling, exposure, plating, and testing, are critical for determining circuit board interconnect density, signal integrity, and production yield, with AI driving the industry towards higher layers, finer wiring, and greater reliability [2] - The Southern Entrepreneurial AI ETF (159382) closely tracks the Entrepreneurial AI Index, which reflects the stock price changes of listed companies related to AI themes [2] Group 3 - The Southern Semiconductor ETF (159325) tracks the CSI Semiconductor Industry Selected Index, which includes 50 representative and investable companies in the semiconductor industry, reflecting the overall performance of the sector [3] - The top ten weighted stocks in the CSI Semiconductor Industry Selected Index include SMIC, Cambrian, and others, indicating a focus on companies with strong growth potential and high R&D investment [3]

Group 1 - The A-share market indices collectively rose, with the computing power sector leading the gains, and the chip sector showing continued strength, particularly in AI-related stocks such as Lexin Technology and Aojie Technology, which saw a 20% limit up [1] - The Southern Innovation Board Artificial Intelligence ETF (159382) and the Southern Chip ETF (588890) experienced significant intraday gains, exceeding 5%, with rapidly increasing trading volumes and strong capital interest [1] - As of August 26, the Southern Chip ETF (588890) reached a new high in scale at 1.365 billion yuan and a new share count of 591 million, with a total net inflow of 638 million yuan over the past six days [1] Group 2 - Cambricon Technologies reported a substantial increase in revenue and net profit in its mid-2025 report, with revenue reaching 288.064 million yuan, a year-on-year increase of 4347.82%, and a net profit of 91.257 million yuan, marking a turnaround [2] - The AI wave, combined with the increase in domestic chip production rates, positions Cambricon as a core beneficiary of the current AI trend, according to Guosheng Securities [2] - Dongguan Securities highlighted that AI is a key driver of growth in the tech industry and a major battleground for global tech competition, with domestic models like DeepSeek helping to reduce costs and accelerate AI application scenarios [2] Group 3 - The Southern Chip ETF (588890) closely tracks the Shanghai Stock Exchange's Sci-Tech Innovation Board Chip Index, which includes companies involved in semiconductor materials, equipment, design, manufacturing, packaging, and testing [3] - The top ten weighted stocks in the index include Cambricon, SMIC, Haiguang Information, and others, reflecting the overall performance of representative chip industry companies listed on the Sci-Tech Innovation Board [3]

中信证券表示，当前AI大模型已从"技术竞赛"转向"场景落地"阶段，2025年下半年起，医疗、金融、教 育等高价值垂直领域的付费应用加速商业化。券商测算，垂直场景大模型的ROI已突破1.5倍，部分企业 （如医疗AI公司）单客户年付费超百万元。 创业板人工智能ETF南方(159382)紧密跟踪创业板人工智能指数，创业板人工智能指数反映创业板人工 智能主题相关上市公司的股价变化情况。目前，该指数前十大权重股分别为中际旭创、新易盛、天孚通 信、软通动力、润泽科技、全志科技、景嘉微、深信服、北京君正、网宿科技。 截至2025年8月19日 09:45，创业板人工智能ETF南方(159382)上涨2.87%，盘中换手26.85%，成交 3673.98万元，市场交投活跃。跟踪指数创业板人工智能指数)强势上涨3.16%，成分股联特科技上涨 10.39%，天孚通信上涨10.34%，新易盛上涨7.62%，光库科技，中际旭创等个股跟涨。 值得一提的是，创业板人工智能ETF南方(159382)昨日强势收涨5.87%领涨市场，同时在不到三个月的 时间内（5/28-8/18）累计涨幅已达58.60%，表现优异备受市场关注。 拉长时间看，截 ...

Market Overview - The market experienced a significant rally on August 18, 2025, with all three major indices closing higher. The Shanghai Composite Index surpassed 3740 points, closing up by 0.85%, the Shenzhen Component Index rose by 1.73%, and the ChiNext Index increased by 2.84% [1] Industry Insights - The consumer electronics, small metals, and glass fiber sectors saw the highest gains, while the coal, precious metals, and fertilizer industries faced declines [1] - In the ETF market, rare earth, artificial intelligence, and film-related ETFs performed notably well, driven by relevant news [2] Rare Earth Sector - According to CITIC Securities, the rare earth market is expected to see improved supply-demand dynamics in the second half of 2025, with prices likely entering a "steady upward" trend. The growth rate of domestic rare earth mining control indicators is slowing, and environmental policies in Myanmar are limiting imports, resulting in insufficient supply elasticity. Strong demand from emerging sectors such as new energy, industrial robotics, and wind power is projected to maintain a global demand growth rate of 12%-15% for rare earth permanent magnet materials in 2025 [2] - China Galaxy noted that several major domestic manufacturers are intensively bidding, and with the tightening of rare earth export controls, overseas orders for magnetic materials are increasing to replenish inventories. This robust demand is expected to drive continuous price increases for rare earth materials [2] Artificial Intelligence Sector - The demand for computing power has significantly increased due to the widespread application of AI large models, transitioning from a "technology race" to a "scene landing" phase. By the second half of 2025, paid applications in high-value verticals such as healthcare, finance, and education are expected to accelerate commercialization. The return on investment (ROI) for vertical scene large models has surpassed 1.5 times, with some companies, like healthcare AI firms, charging over one million yuan per client annually [3] Film Industry - The summer box office for films has exceeded 10 billion yuan as of August 18, 2025, indicating a potential recovery phase for the film industry. Major films contributing to this success include "Nanjing Photo Studio," "Little Monster of Langlang Mountain," and "Lychee of Chang'an" [3] - Huaxi Securities suggests that the film industry may be at the beginning of a new recovery phase, with potential policy improvements leading to a gradual enhancement of business models. The supply of high-quality long dramas is expected to accelerate, aiding in inventory reduction and cash turnover [4]

Group 1 - The Southern ChiNext AI ETF (159382) experienced a strong performance, rising over 5% intraday and achieving a three-day rally, with a trading volume of 17.26 million yuan and a turnover rate of 20.24% [1] - The ChiNext AI Index, which the ETF tracks, surged by 4.91%, with significant gains from constituent stocks such as Guangku Technology (up 20.01%), Xinyi Sheng (up 14.69%), and Zhongji Xuchuang (up 9.12%) [1] - As of August 12, the latest scale of the Southern ChiNext AI ETF reached 83.23 million yuan, marking a three-month high, with a recent increase of 5 million shares over the past two weeks [1] Group 2 - CICC noted that AI applications like Agent are accelerating deployment, driving innovation at the terminal level, and increasing the number of IoT device connections, which is expected to boost the communication module market [2] - Advances in large models are empowering security IoT, prompting upgrades in hardware products, system software, and overall solutions for IoT security companies, thereby expanding AI's application space in terminal scenarios [2] - The ChiNext AI Index closely tracks the stock price changes of listed companies related to the AI theme, with the top ten weighted stocks including Zhongji Xuchuang, Xinyi Sheng, Tianfu Communication, and others [2]

Group 1 - The Southern Entrepreneurial Board AI ETF (159382) experienced a significant increase, rising over 2% and aiming for a third consecutive gain, with a trading volume of 1346.14 million yuan and a turnover rate of 20.93% as of 10:16 AM [1] - The underlying index, the Entrepreneurial Board AI Index, rose by 1.62%, with notable increases in constituent stocks such as Guotou Intelligent (+15.02%), Zhongji Xuchuang (+6.90%), and Changxin Bochuang (+5.95%) [1] - The Southern Entrepreneurial Board AI ETF saw a scale increase of 132.45 million yuan over the past week and a growth of 13 million shares over the past two weeks, with a total net inflow of 20.05 million yuan over the last ten trading days [1] Group 2 - CITIC Securities highlighted the rapid development of next-generation system-level computing power, which injects more confidence into the domestic AI industry chain [2] - The AI application represented by WPS AI 3 continues to lead innovation in agents, and the combination with next-generation model technology is promising [2] - The Southern Entrepreneurial Board AI ETF closely tracks the Entrepreneurial Board AI Index, which reflects the stock price changes of listed companies related to the AI theme [2]

Group 1 - The Southern Innovation Board Artificial Intelligence ETF (159382) increased by over 4% [1] - The trading volume reached 975,600 yuan, which is a 26.1% increase compared to the same time yesterday [1]

Group 1 - The A-share market experienced fluctuations on June 26, 2025, with the Sci-Tech Innovation Board leading the gains, particularly in the computer and semiconductor sectors, where stocks like Xinyi Sheng and Haiguang Information rose nearly 6% [1] - The China Securities Regulatory Commission (CSRC) announced support for AI and other cutting-edge technology companies to apply the fifth listing standard on the Sci-Tech Innovation Board, enhancing institutional inclusiveness [1] - The reform aims to serve high-quality tech companies with significant breakthroughs, broad commercial prospects, and continuous R&D investment, while also strengthening information disclosure and risk revelation [1] Group 2 - Domestic wafer manufacturers and memory manufacturers are increasingly motivated to procure domestic alternatives to ensure supply chain security and production capacity, benefiting companies in semiconductor equipment, materials, and EDA fields [2] - The Southern AI ETF (159382) closely tracks the AI index of the ChiNext, reflecting the stock price changes of listed companies related to the AI theme [2] - The top ten weighted stocks in the Southern AI ETF include Xinyi Sheng, Zhongji Xuchuang, Softcom Power, and others [2] Group 3 - The Southern Chip ETF (588890) tracks the Shanghai Sci-Tech Innovation Board Chip Index, which selects securities related to semiconductor materials, equipment, design, manufacturing, packaging, and testing [3] - The top ten weighted stocks in the Southern Chip ETF include SMIC, Haiguang Information, and Hanwha Technology [3] Group 4 - The Southern Double Innovation ETF (159780) tracks the CSI Sci-Tech Innovation 50 Index, which selects 50 large-cap emerging industry stocks from the Sci-Tech Innovation Board and ChiNext [3] - The top ten weighted stocks in the Southern Double Innovation ETF include CATL, SMIC, and Mindray Medical [3]