有机构表示，在当前全球科技竞争日益激烈的背景下，基础软件的自主可控不仅是国家安全的需求，也是产业可持续发 展的必然选择。未来基础软件企业将面临更高的技术要求和更强的竞争压力，但也意味着更多的市场机遇。随着国产化 替代的持续推进和产业链金融服务的不断深化，基础软件企业将有望实现从"跟跑"到"并跑"再到"领跑"的转变，为我国 新型工业化和高质量发展提供坚实的底层技术支撑。 （文章来源：每日经济新闻） 软件概念股走低，昆仑万维、润泽科技、银之杰跌超2%。 受盘面影响，创业板软件相关ETF跌约2%。 | 代码 | 名称 | 现价 | 涨跌 涨跌幅 ＾ | | --- | --- | --- | --- | | 159107 | 创业板软件ETF富国 | 0.862 | -0.018 -2.05% | | 159256 | 创业板软件ETF华夏 | 0.957 | -0.019 -1.95% | ...

Market Overview - The A-share market experienced a collective decline, with all three major indices recording a three-day losing streak. The Shanghai Composite Index fell by 0.81% to 3939 points, the Shenzhen Component Index dropped by 0.92%, and the ChiNext Index decreased by 1.16%. The North Star 50 Index saw a decline of 2.92%. The total market turnover was 1.95 trillion yuan, an increase of 15.6 billion yuan compared to the previous trading day, with over 4100 stocks declining [1]. Software Sector Performance - Software stocks showed resilience, with notable gains in companies such as Shiji Information, which hit the daily limit, and Weining Health and 360 Security, both rising over 3%. This performance positively impacted various software ETFs, including the Software ETF Index and several others focused on software leaders [1]. AI Developments - Alibaba announced its "Qianwen" project aimed at entering the AI to C market, offering a free personal AI assistant that can interact with users and assist in various tasks. The app is now available for public testing [2]. - Baidu unveiled its new model, Wenxin 5.0, at the 2025 Baidu World Conference, featuring a total parameter count of 2.4 trillion and designed for multi-modal understanding and generation [2]. - OpenAI released the GPT-5 series, including GPT-5.1 Instant and GPT-5.1 Thinking, focusing on enhancing model intelligence and communication capabilities [3]. - World Lab launched its 3D world generation model, Marble, which allows users to create editable 3D scenes from various input types [3]. Financial Performance of Software Companies - The third-quarter reports for computer companies showed strong performance, with firms like Kingsoft Office, Hikvision, and 360 Security reporting significant year-on-year revenue and net profit growth compared to the second quarter. Kingsoft Office, for instance, exceeded expectations in revenue and profit, driven by AI product launches and overseas market expansion [4]. - Huaxi Securities noted an overall recovery trend in the software sector during the third quarter, with policies expected to continue supporting the industry's revival. The emphasis on self-control and AI in the 14th Five-Year Plan is seen as a key growth driver [4]. - According to招商证券, domestic software companies are experiencing a bottoming out and recovery in fundamentals, with low institutional holdings and expectations, suggesting that the development of AI applications will accelerate with the iteration of large models [5].

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]