8月以来，A股市场回暖，成长风格领跑，以AI为代表的科技板块表现尤为突出。不久前，DeepSeek- V3.1正式发布，市场对AI产业链的信心进一步增强。叠加美联储降息预期下，全球流动性宽松释放在 即，成长风格或将持续占优。在此背景下，富国基金旗下创业板软件ETF富国(基金代码：159107)正在 发行中，该产品紧密跟踪创业板软件指数，依托创业板20%的涨跌幅机制，是当前市场上弹性突出的软 件类投资工具，为投资者提供了进攻性较强的赛道布局利器。 作为新一代信息技术的灵魂与数字经济发展的基石，软件行业正持续释放产业动能。工信部最新数据显 示，2025年上半年，我国软件产业总收入70585亿元，同比增长11.9%；利润总额8581亿元，同比增长 12.0%，收入与利润双增长的稳健态势，显示出国产替代进程的显著提速。与此同时，近日，国务院正 式印发《关于深入实施"人工智能+"行动的意见》，标志着我国人工智能发展进入规模化、商业化应用 的新阶段。作为人工智能产业链的核心载体，软件产业在政策推动下，有望在信创、金融科技等领域加 速国产替代进程，迎来新一轮增长周期。 从历史业绩来看，创业板软件指数长跑实力出众，截至202 ...

Group 1: ETF Performance - The Sci-Tech Chip ETF (博时, 588990) increased by over 15% [1] - The New Energy Vehicle Battery ETF (159755) led the gains with a rise of 7.95%, followed by the Battery 30 ETF (159757) and Battery Leader ETF (159767) with increases of 6.20% and 6.14% respectively [2][3] - Other ETFs such as the Lithium Battery ETF (159840) and New Energy Vehicle Leader ETF (159637) also showed significant gains, contributing to a positive trend in the sector [2] Group 2: Industry Data - By July 2025, China's power battery installation volume is projected to reach 55.9 GWh, marking a year-on-year growth of 34.3% [2] - Among this, ternary battery installations accounted for 10.9 GWh (19.6% of total), with a month-on-month increase of 1.9%, while lithium iron phosphate battery installations reached 44.9 GWh (80.4% of total), showing a year-on-year growth of 49.0% [2] Group 3: Market Dynamics - The China Passenger Car Association estimates that retail sales of narrow passenger vehicles in August reached approximately 1.94 million units, reflecting a month-on-month increase of 6.2% and a year-on-year increase of 2.0% [2] - The penetration rate of new energy vehicles is expected to reach 56.7%, indicating a deeper level of electrification in the market [2] - Tesla's launch of the six-seat SUV Model Y at a starting price of 339,000 yuan further enhances its product lineup [2] Group 4: Battery Technology Trends - The upgrade and iteration of battery technology are seen as core drivers of expanding terminal demand, with solid-state batteries emerging as a promising next-generation technology due to their high energy density and safety [3] - As battery technology matures and the supply chain improves, new solid-state products are expected to be released, accelerating the industrialization process [3] Group 5: Semiconductor Sector Insights - The semiconductor sector is experiencing a pullback, with global capacity expansion and market share concentrating among leading firms [4] - The demand for wafer foundry services is expected to rise due to the growth of AI and automotive electronics, with advanced processes and specialty technologies anticipated to maintain growth in the coming years [4][5] Group 6: ETF Issuance and Market Sentiment - A new wave of ETF fundraising is set to begin, focusing on sectors such as biotechnology, software, and robotics, indicating a competitive landscape in the tech sector [8][12] - Multiple brokerages express optimism about the tech sector's future, highlighting AI trends and domestic substitution as key drivers [13]