作为中国经济未来发展的战略指引，已发布的"十五五"规划建议全文强调，采取超常规措施，全链条推 动集成电路、工业母机、高端仪器、基础软件、先进材料、生物制造等重点领域关键核心技术攻关取得 决定性突破；明确推动量子科技、生物制造、氢能和核聚变能、脑机接口、具身智能、第六代移动通信 等成为新的经济增长点；要求全面实施"人工智能+"行动，抢占人工智能产业应用制高点，全方位赋能 千行百业。相关表述将中国芯片产业成长空间强力推升到了"决定性突破"的新高度。千亿规模ETF大厂 ——华宝基金旗下重磅新品——科创芯片ETF华宝（589190）今日（1月27日）正式上市交易，该基金 跟踪上证科创板芯片指数，其标的指数由科创板50只业务涉及半导体材料和设备、芯片设计、芯片制 造、芯片封装和测试的硬科技公司构成成份股组合，将为投资者参与把握国产芯片产业链的"中国硬科 技核心资产"投资机遇提供又一重磅ETF工具。 全链布局国产芯片产业：重配"芯片设计+半导体材料与设备" 目前，以芯片产业为龙头的尖端硬科技领域，已成为大国角逐的核心战场。科创芯片ETF华宝 （589190）跟踪的标的指数为上证科创板芯片指数（000685.SH），该指数 ...

Core Viewpoint - The "14th Five-Year Plan" emphasizes extraordinary measures to drive breakthroughs in key technologies across various sectors, including integrated circuits and artificial intelligence, positioning China's chip industry for significant growth opportunities [1][14]. Industry Overview - The semiconductor industry is a core battleground for major powers, with the newly launched Huabao Science and Technology Chip ETF tracking the Shanghai Stock Exchange's Chip Index, which includes 50 companies involved in semiconductor materials, design, manufacturing, packaging, and testing [2][14]. - As of November 2025, the Shanghai Stock Exchange Chip Index has a significant focus on upstream and midstream sectors, with chip design and semiconductor materials and equipment accounting for 80.48% of the index [15][16]. Performance Metrics - The Shanghai Stock Exchange Chip Index has shown strong performance, with an annualized return of 17.43% from December 31, 2019, to November 30, 2025, outperforming similar indices [5][18]. - The index's maximum drawdown during the same period was -56.81%, which is better than other comparable indices [5][18]. Financial Highlights - The net profit of the index's constituent companies surged by 94.22% in the first three quarters of 2025, leading among similar indices [20]. - Research and development investment for these companies reached 119.7 billion yuan, with a research intensity of 11.22%, significantly higher than the overall A-share market level of 2.16% [20]. Key Holdings - The top three companies in the index by weight are Haiguang Information (10.86%), Cambricon (9.84%), and SMIC (8.87%), with the index capping individual stock weights at 10% [17][16].