金融端支持同步跟进，金融监管总局下调保险公司持仓两年以上科创板股票的风险因子至0.36，有望释 放超千亿险资活水入市，为科创板硬科技企业提供更充足的长期资金支持。产业层面，国产光刻机多路 线实现重要进展，28nm浸没式DUV光刻机进入量产交付阶段，13.5纳米波长EUV光源研制成功，光刻 胶等关键材料国产化提速，推动产业链自主可控进程持续深化；存储芯片价格连续上行，AI产业升温 与消费电子复苏共同带动芯片需求激增，行业全面复苏态势明确。资本市场上，科创板硬科技企业上市 潮来袭，"国产GPU第一股"摩尔线程登陆首日涨幅超425%，沐曦股份、昂瑞微等高端芯片企业密集启 动申购，充分反映市场对硬科技资产的高度认可。 在此背景下，泰康上证科创板综合指数增强基金（A类：023970；C类：023971）凭借精准的赛道覆盖 与科学的投资策略，成为普通投资者分享这波产业红利的优质工具。不同于普通指数基金的被动跟踪， 该基金采用"全赛道覆盖+量化增强"的双重模式，既全面囊括信息技术、半导体、新能源等战略性新兴 产业，与寒武纪、海光信息、中芯国际等产业链重点企业所在赛道高度契合，同时覆盖摩尔线程等新晋 上市的硬科技龙头，确保投 ...

Group 1: Market Performance - The Sci-Tech Innovation Board Index (000680) has surged by 1.31%, with notable increases in constituent stocks such as Loongson Technology (688047) up by 15.86%, Weichuang Electric (688698) up by 11.32%, and Tonglian Precision (688210) up by 10.87% [1] - After a period of adjustment, the index is experiencing a strong rebound driven by multiple positive factors [1] Group 2: Policy and Corporate Actions - The "Quality Improvement, Efficiency Enhancement, and Return to Shareholders" initiative for the Sci-Tech Innovation Board is progressing, with nearly 90% of companies disclosing their 2025 action plans by early September [1] - Over 70% of the 589 companies on the board have directed their initial fundraising towards R&D and production, with total investments exceeding 650 billion yuan [1] - There is a notable increase in companies' awareness of returning value to shareholders, with 79 companies announcing mid-term dividend plans totaling over 6.1 billion yuan since 2025 [1] Group 3: Fund Flow and Institutional Investment - Pension funds, referred to as the "national team," have increased their allocation to the Sci-Tech Innovation Board, appearing in the top ten shareholders of 21 stocks by the end of Q2, with a total market value of 3.456 billion yuan [2] - Continuous inflow of institutional funds is providing stability to the market and creating opportunities for excess returns in index-enhanced products [2] Group 4: Industry Trends - The core sectors of the Sci-Tech Innovation Board are driving growth, particularly in semiconductors, with companies like Cambrian receiving approval for a 3.985 billion yuan private placement focused on chip platform R&D [2] - Leading semiconductor firms, such as Huahong Semiconductor, reported a 18.3% year-on-year increase in sales revenue and a capacity utilization rate of 108.3%, indicating accelerated domestic substitution in the semiconductor industry [2] - In the biopharmaceutical sector, innovative drug companies on the board completed 14 overseas licensing transactions in the first half of the year, with potential total transaction amounts exceeding 12 billion USD, showcasing international recognition of domestic innovation [2]