随着"灯塔工厂"纳入"十五五"规划的政策预期持续强化，这一承载智能制造核心能力的赛道也愈发受到 资本市场关注。跟踪上证科创板工业机械指数的科创机械ETF（588850）早盘涨超1%，该ETF今年下半 年以来开始持续走强，三季度累计涨幅更是达33.14%。 资料显示，上证科创板工业机械指数从科创板市场中选取50只市值较大的城轨铁路装备、工业自动化、 工程机械等领域上市公司证券作为指数样本，以反映科创板市场代表性工业机械产业上市公司证券的整 体表现。投资者可关注科创机械ETF（588850），把握智能制造核心赛道的成长机遇。 （文章来源：每日经济新闻） 值得注意的是，近期国新办举行了"高质量完成'十四五'规划"系列主题新闻发布会。科技部部长阴和俊 在发布会上表示，科技创新和产业创新是发展新质生产力的基本路径。"十四五"期间，我国持续加强关 键核心技术攻关和成果应用，以科技创新引领新质生产力发展，取得了积极成效。 有分析认为，我国超前布局人工智能、脑机接口等前沿技术，开辟新赛道、塑造新优势。在人工智能领 域，国内涌现出多个达到国际先进水平的通用大模型，部分大模型准确率突破95%，打造百余个标杆应 用场景。在人形机器 ...

Group 1 - The core viewpoint of the news highlights the active trading of the Sci-Tech Machinery ETF, which has a turnover rate of 80.87% and a transaction volume of 8.05 million yuan, indicating a vibrant market activity [2] - The Sci-Tech Machinery ETF closely tracks the Shanghai Stock Exchange Sci-Tech Board Industrial Machinery Index, which selects 50 large-cap stocks from sectors such as urban rail transit equipment, industrial automation, and engineering machinery [2] - As of June 30, 2025, the top ten weighted stocks in the index include Zhongkong Technology, Bochu Electronics, and Daotong Technology, collectively accounting for 48.05% of the index [2] Group 2 - The total investment for the Yarlung Tsangpo River downstream hydropower project is approximately 1.2 trillion yuan, with a planned total installed capacity of 60 GW, which is expected to significantly boost domestic engineering machinery demand [4] - The project will involve the construction of five tiered power stations and is anticipated to require a large quantity of construction machinery, including excavators, loaders, and concrete machinery [4] - The manufacturing PMI in China rose by 0.2 percentage points to 49.7% in June 2025, with production and new orders indices returning to the expansion zone, suggesting a potential recovery in manufacturing and machinery equipment demand [5]

Group 1 - The ETF market opened with mixed performance, with the Yangtze River Protection ETF (517330) leading the gains at 7.02% [1] - The Sci-Tech Machinery ETF (588850) increased by 5.13%, while the Engineering Machinery ETF (560280) rose by 3.97% [1] - On the downside, the Belt and Road ETF from E Fund (515110) fell by 2.04%, and the S&P Oil & Gas ETF (159518) decreased by 1.53% [1][1] - Another S&P Oil & Gas ETF (513350) also saw a decline of 1.25% [1]