Driven by strong earnings results from storage chip leader Biwin Storage Technology Co.,Ltd., the信创ETF基金 (562030) showed notable activity in today's (March 3rd) market, with its price climbing 2% during the session and currently up 0.94%. Frequent premium intervals indicate strong buying pressure.
Among constituent stocks, the storage chip concept rebounded sharply. Biwin Storage Technology Co.,Ltd. surged by the 20% daily limit, while Shenzhen Longsys Electronics Co.,Ltd. gained over 14%. The software development sector also performed well, with Anbotong rising over 2%, and信安世纪 up more than 1%. Companies like奇安信 and绿盟科技 also closed higher against the market trend.
Regarding the top gainer, Biwin Storage Technology Co.,Ltd. released a voluntary disclosure on March 3rd regarding its performance forecast for January-February 2026. The company estimates net profit attributable to shareholders of 1.5 billion to 1.8 billion yuan, representing a staggering year-on-year increase of 921.77% to 1086.13% compared to the same period last year. Biwin Storage attributed this performance to a highly favorable cycle in the storage industry in 2026, driven by AI computing power and industry localization, which are pushing DRAM/NAND prices higher amid a supply-demand imbalance, from which the company is benefiting significantly.
At the current juncture, three core investment themes in the信创sector warrant close attention: 1. Policy Deadline Imminence: The approaching 2027 deadline for comprehensive信创replacement reinforces market certainty regarding accelerated order releases over the next 2-3 years. 2. Strengthening of the "AI+信创" Theme: The deep integration of new-generation information technologies (including AI and cloud computing) with the real economy is creating clear upgrade demand and market space for domestic foundational software (e.g., databases, operating systems) and application software (e.g., industrial software). 3. Core Demand for Autonomy: The imperatives of "secure and reliable supply" and "key technologies" directly underpin the foundational principle of信创: achieving self-sufficiency. This logic carries greater urgency in the current context of international technological competition.
CITIC Securities points out that against the backdrop of tech competition,信创development combines both urgency and certainty, with industry prosperity expected to continue recovering. Guotai Junan Securities notes that the信创industry is characterized by recovering景气度, improved product performance, and leadership in domestic computing power. Current hardware and software localization rates remain low, and influenced by the "2+8+N" policy framework, related orders are expected to accelerate over the next two years, with sub-sectors like domestic computing power potentially driving development across the entire信创chain.
[Rooted in Self-Sufficiency, Safeguarding National Security] The信创ETF基金 (562030) and its feeder funds (Class A: 024050; Class C: 024051), which are heavily weighted in the software development sector, passively track the CSI信创Index. This index covers core segments of the信创industrial chain, including basic hardware, basic software, application software, information security, and peripheral equipment, and is characterized by high growth and high volatility.
Note: The信创ETF基金's subscription and redemption agents may charge a commission of up to 0.5%, which includes fees charged by exchanges and registration institutions. For the信创ETF联接A feeder fund, the subscription fee is 1% for amounts below 1 million yuan, 0.6% for 1 million (inclusive) to 2 million yuan, and a flat 1000 yuan per transaction for 2 million yuan (inclusive) and above. Redemption fees (back-end load) are detailed in the fund's legal documents; no sales service fee is charged. The信创ETF联接C feeder fund charges no subscription fee; redemption fees (back-end load) are detailed in the fund's legal documents; the sales service fee is 0.3%.
Risk Warning: The信创ETF基金passively tracks the CSI信创Index. The index's base date is December 29, 2017, and it was launched on December 21, 2012. The composition of the index's constituents is adjusted according to its compilation rules, and its historical backtested performance is not indicative of future results. The index constituents and individual stocks mentioned herein are for illustrative purposes only; descriptions of individual stocks are not investment advice of any form and do not represent the holdings or trading动向 of any fund managed by the management company. The fund manager assesses this fund's risk等级 as R3-Medium Risk, suitable for Balanced (C3) and higher risk-profile investors. Suitability matching opinions should be based on the sales institution. Any information appearing in this article (including but not limited to individual stocks, commentary, forecasts, charts, indicators, theories, and any form of expression) is for reference only, and investors are responsible for any independent investment decisions. Furthermore, any views, analysis, or forecasts herein do not constitute investment advice of any kind to the reader, and no responsibility is accepted for any direct or indirect losses resulting from the use of this content. Fund investment carries risks; past performance of a fund is not indicative of its future results, and the performance of other funds managed by the fund manager does not guarantee the performance of this fund. Invest with caution.
A MACD golden cross signal has formed, indicating positive momentum for these stocks.
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