A股方面，百济神州、复星医药、科伦药业跌逾1%，重仓A股创新药的药ETF（562050）盘中失守20日 均线。 9月16日早盘，AH创新药板块高开后震荡走低。 港股方面，大权重多数飘绿，中国生物制药、百济神州、石药集团等多股跌逾1%，100%聚焦创新药研 发的港股通创新药ETF（520880）跌近1%，截至发稿成交超1.5亿元。 值得关注的是，港股通创新药ETF（520880）场内延续溢价交易，走低区间溢价率持续抬升，显示买盘 资金强势。截至昨日，520880已连续10日吸金，金额合计超6.1亿元。 消息面，政策利好密集袭来！9月12日，国家药监局发布《关于优化创新药临床试验审评审批有关事项 的公告》，明确提出对符合要求的创新药临床试验申请设立"30日审评审批通道"，进一步推动创新药研 发提速，助力我国医药产业高质量发展。 据国家卫健委日前介绍，我国在研新药数量占全球数量的比例超过20%，跃居全球新药研发第二位。 同日，国常会审议通过《生物医学新技术临床研究和临床转化应用管理条例（草案）》。会议指出，要 推动我国生物医学技术创新发展，加快技术研发和成果转化应用，促进生物医药产业提质升级，着力塑 造发展新优势。 ...

化工板块今日（9月16日）出现回调，反映化工板块整体走势的化工ETF（516020）开盘短暂上行后迅 速回落，截至发稿，场内价格跌1.07%。 如何把握化工板块反弹机遇？借道化工ETF（516020）布局效率或更高。公开资料显示，化工ETF （516020）跟踪中证细分化工产业主题指数，全面覆盖化工各个细分领域。其中近5成仓位集中于大市 值龙头股，包括万华化学、盐湖股份等，分享强者恒强投资机遇；其余5成仓位兼顾布局磷肥及磷化 工、氟化工、氮肥等细分领域龙头股，全面把握化工板块投资机会。场外投资者亦可通过化工ETF联接 基金（A类012537/C类012538）布局化工板块。 | | | 分时 多日 1分 5分 15分 30分 · | | | | | F9 型前盘后 婴加 九转 酒线 工具 (0 ) | | | 4. TETF O | | | | 516020 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 516020[化工ETF] 10:10 价 ...

9月16日，港股早盘高开，大型科技龙头延续强势，截至发稿，哔哩哔哩-W涨超3%，美团-W、阿里巴 巴-W涨超1%，小米集团-W、快手-W、腾讯控股跟涨。 | 序号 | 代码 | 名称 | 两日图 | 现价 | | 涨跌 涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 1 | 2562 | 狮腾控股 | A | 20.700 | 1.460 | 7.59% | | 2 | 9626 | 哔哩哔哩-W | 1 - | 215.40C | 6.800 | 3.26% | | 3 | 3690 | 美团-W | Status of School | 99.150 | 1.800 | 1.85% | | 4 | 1860 | 汇量科技 | W | 16.900 | 0.260 | 1.56% | | 5 | 9988 | 阿里巴巴-W | I'm | 156.300 | 1.700 | 1.10% | | 6 | 9899 | 网易云音乐 | 1 | 291.400 | 2.600 | 0.90% | | 7 | 0020 | 商汤-W | | 2.280 | 0 ...

Group 1 - The core viewpoint of the news highlights the active performance of the Huabao AI ETF (159363) on September 16, with a price increase of over 1% and a trading volume exceeding 200 million CNY, indicating strong investor interest [1] - The fund's latest scale reached 4.572 billion CNY, with a net subscription of 80 million units during the trading session [1] - The ETF is designed to passively track the ChiNext AI Index, which includes major companies such as iFlytek, Hikvision, and ZTE [3] Group 2 - The communication industry has seen a significant increase of 63.24% this year, outperforming the CSI 300 index by 48.32 percentage points, with notable performance in the optical module and satellite communication sectors [3] - Analysts predict a strong performance for the communication industry in the first half of 2025, with substantial growth in revenue and net profit, as well as record high gross and net profit margins since 2022 [3] - The optical communication sector is expected to benefit from AI-driven growth, with rapid iterations in optical modules from 400G to 1.6T and increased deployment of low-power and high-integration technologies [3]

一键覆盖半导体+苹果产业链的电子ETF（515260）及其联接基金（A类：012550 / C类：012551）被动 跟踪电子50指数，重仓半导体、消费电子行业，在计算机设备、光学光电子、元件等领域亦有布局；全 面覆盖AI芯片、汽车电子、5G、云计算、印制电路板（PCB）等热门产业；一键布局A股电子核心资 产，如立讯精密、中芯国际、海光信息、寒武纪-U等。 焦点个股方面，9月15日，龙芯中科表示，龙芯首款GPGPU芯片9A1000的研发基本完成，三季度内会交 付流片。该芯片图形能力对标RX550，具备数十T算力，后续9A2000/9A3000已规划，布局AI端侧推 理。 国信证券指出，从全球范围来看，海外大厂持续加大资本开支，全球AI算力需求持续增长。从国内来 看，随着国产大模型和AI应用的发展，AI算力需求持续增长，同时国外算力封锁，加速国内市场算力 国产替代进程，国产算力业务有望迎来新机遇。 华创证券表示，AI终端的发展潜力巨大，AI/AR眼镜是少数开始起量的赛道，具有成为下一代超级智能 终端的潜力。同时，AI正在推动电子产业链价值重塑，以AI算力需求爆发为代表的趋势使电子产业链 迎来新的增长空间。此外， ...

Market Performance - A-shares showed mixed performance today, with the Shanghai Composite Index closing at 3860.50 points, down 0.26%, and the Shenzhen Component Index reaching a new high at 13005.77 points, up 0.63% [1] - The ChiNext Index continued its strong performance, rising 1.51% to close at 3066.18 points, with a notable increase of over 9% for CATL, which reached a historical high [2] Economic Data - August economic data indicated a weakening trend in industrial production, investment, and consumption, with real estate investment down 12.9% year-on-year [4] - Industrial production growth slowed from 5.7% to 5.2% year-on-year, while retail sales growth decelerated to 3.4% [4] Policy and Industry Trends - A series of favorable policies were announced, including a target of 180 million kilowatts for new energy storage installations by 2027, which is expected to stimulate demand for storage and power batteries [6] - The domestic market is entering a traditional peak season, with a reported 60% penetration rate for new energy vehicles in the first week of September [6] Company Performance - Recent earnings reports from lithium battery companies showed significant improvements in revenue, profit, and cash flow, with leading battery manufacturers achieving a capacity utilization rate of 89.9% [7] - The gaming industry is experiencing growth, with new products and existing titles performing well, supported by an increase in game license approvals [8] Investment Recommendations - Investors are advised to focus on the ChiNext 50 ETF (159375) and the Sci-Tech Innovation and Entrepreneurship ETF (588360) due to the favorable valuation and growth prospects in the ChiNext market [3] - In the bond market, the 10-year government bond yield is expected to return to a downward trend, presenting good investment value around 1.80% [5]

开发及销售端上，国家统计局发布数据显示，1—8月份，全国房地产开发投资60309亿元，同比下降 12.9%；其中，住宅投资46382亿元，下降11.9%。1—8月份，新建商品房销售面积57304万平方米，同 比下降4.7%；其中住宅销售面积下降4.7%。新建商品房销售额55015亿元，下降7.3%；其中住宅销售额 下降7.0%。 国家统计局在9月15日召开的国新办发布会上表示，从前8个月情况看，受国内外形势变化影响，房地产 市场虽有所波动，但商品房销售和住宅价格同比降幅还是在收窄，去库存成效继续显现，房地产市场仍 朝着止跌回稳方向迈进。近期，部分城市进一步调整优化住房政策，效果有所显现，市场交易出现改 善。 政策端上，一线城市楼市新政频出。9月5日，深圳市住建局联合央行深圳分行发布《关于进一步优化调 整本市房地产政策措施的通知》，从购房资格、企业购房及房贷利率三方面推出组合措施。这是继北 京、上海于8月相继出台楼市优化政策后，又一核心一线城市推出实质性宽松举措。 中指研究院表示，9月通常为地产政策密集出台期，在"止跌回稳"目标下，新一轮支持政策有望加快推 出，同时， 市场已进入"金九银十"传统营销旺季，预计房 ...

Core Viewpoint - The news highlights the positive impact of multiple policies on the new energy sector, particularly in the electric vehicle (EV) market, leading to significant stock price increases for key players in the industry [1][3]. Industry Overview - The electric vehicle ETF (516380) saw a price increase of over 4.6% during the day, closing up 2.93%, reaching its highest point since August 2022 [1]. - Key stocks in the battery sector, such as Tianci Materials and Hunan Youneng, experienced substantial gains, with Hunan Youneng rising by 10.77% and Tianci Materials by 9.99% [3]. - The automotive sector is witnessing a shift towards smart technology, with major companies like Junsen Electronics and Top Group also seeing significant stock price increases [3]. Policy and Market Drivers - The Ministry of Industry and Information Technology, along with seven other departments, recently issued a plan aiming for approximately 32.3 million vehicle sales in 2025, including 15.5 million new energy vehicles [3]. - The upcoming World Energy Storage Conference in Ningde, Fujian, from September 16-18, is expected to further promote advancements in energy storage technologies [4]. - The solid-state battery industry is accelerating its development, with major companies like CATL and Guoxuan High-Tech announcing mass production plans, aiming for GWh-level capacity by 2026 [4]. Investment Opportunities - The automotive parts sector is expected to benefit from the integration of smart technologies, with projections for significant valuation increases across the automotive industry [5]. - The smart electric vehicle ETF (516380) focuses on leading companies in both electrification and smart technology, presenting long-term investment opportunities for those interested in the electric vehicle sector [7].

化工板块今日（9月15日）震荡上行，反映化工板块整体走势的化工ETF（516020）几乎全天红盘震 荡，截至收盘，场内价格涨0.13%。 成份股方面，锂电、钛白粉、氟化工等板块部分个股涨幅居前。截至收盘，天赐材料涨停，龙佰集团大 涨5.09%，多氟多、金发科技双双涨超3%，广东宏大、和邦生物涨超1%。 | | | 分时 多日 1分 5分 15分 30分 60分 日 周 月 · | | | | | F9 盘有盘后 型加 九转 面线 工具 份 (2) | | 化工ETF O | | | 516020 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 100% | | | | | 516020WŁIETF] 15:00 � 0.747 落跌 0.0010.13% 均价 0.749 配文量 0 IOPV 0.7462 2025/0 ... | | | | 0.747 | | | +0.001 +0.13% | | 0.749 | | | | | | | | Call of Children | SSE ...

Group 1 - The Hong Kong stock market showed volatility with the Hang Seng Index and Hang Seng Tech Index closing up by 0.22% and 0.91% respectively, driven by gains in major tech stocks like Alibaba and Bilibili [1] - The Hong Kong Internet ETF (513770) experienced a rise of 0.32%, marking its seventh consecutive day of gains, with a trading volume of 599 million yuan [2][4] - The recent influx of capital into the Hong Kong Internet ETF indicates a growing interest in tech stocks, with net inflows of 790 million yuan over the past week and over 2.8 billion yuan in the last 20 days [4] Group 2 - The improvement in liquidity conditions is seen as a crucial factor for the Hong Kong stock market's potential turnaround, especially with the upcoming Federal Reserve interest rate decision [6] - Analysts suggest that a potential rate cut by the Federal Reserve could benefit Hong Kong stocks, particularly in the tech and innovative pharmaceutical sectors [8] - The valuation of the Hong Kong Internet ETF is currently at a historical low, with a price-to-earnings ratio of 25.07, which is significantly lower than that of US and A-share tech stocks [9] Group 3 - The leading tech companies, particularly Alibaba, are making significant advancements in AI, with the launch of new AI hardware and improvements in AI model training [8] - The performance of the Hong Kong Internet ETF has outpaced the Hang Seng Tech Index by over 10 percentage points, highlighting its strong growth potential [12] - The top holdings in the Hong Kong Internet ETF include major players like Xiaomi, Tencent, Alibaba, and Meituan, which collectively account for over 54% of the fund's assets [11]