as of 11:21 on September 6, 2023, China securities Guoxin central enterprise science and technology leading index (932038) rose 0.63 percent, component Anlu technology (688107) rose 6.79 percent, electric technology digital (600850) rose 6.74 percent, Huada nine days (301269) rose 4.82 percent, Putian technology (002544) rose 3.11 percent, and AVIC high tech (600862) rose 2.81 percent. Central enterprise technology ETF(560170) rose 0.54, the latest price of 0.94 yuan, intraday turnover has reached 20.9493 million yuan, temporarily ranked first in comparable ETF, turnover rate of 2.18.

the science and technology ETF of central enterprises closely tracks the science and technology leading index of China securities and new central enterprises. the science and technology leading index of China securities and new central enterprises is customized by Guoxin investment co., ltd. it mainly selects 50 securities of listed companies whose businesses under the state-owned assets supervision and administration commission of the state Council involve aerospace and defense, computers, electronics, semiconductors, communication equipment and technical services as index samples to reflect the overall performance of the securities of listed companies with the science and technology theme of central enterprises.

data show that as of August 31, 2023, the top ten heavyweights in the China securities new central enterprise science and technology leading index (932038) are haikangweishi (002415), China aviation optoelectronics (002179), China aviation shenfei (600760), Zhenhua technology (000733), baoxin software (600845), China aviation heavy machinery (600765), aviation power (600893), China resources micro (688396), SMIC (688981) and blan technology (688008), the top ten weighted stocks together accounted for 54.02 per cent.

Guangfa Securities believes that the current technology-based central enterprises ushered in the allocation of opportunities. (1) The underlying logic: technology-based central enterprises to empower China's manufacturing transformation. (2) Under the "valuation system with Chinese characteristics", the relatively undervalued technology-based central enterprises are expected to usher in a valuation reshaping in the reform. (3) The current three driving forces: First, the technology-based central enterprises are located at the intersection of development and security, in line with the theme of the new era. Second, the reform of state-owned enterprises drive, first, SASAC to carry out state-owned enterprises to benchmark the world's first-class enterprise value creation action, strengthen the "specialization and special new" cultivation. Third, the R & D strength is guaranteed. Central enterprises account for a high proportion of patents in all A- shares, which is the backbone of supporting the development of the technology industry.