ETF 日报 2025.07.25 市场概况： 今日 A 股上证综指下跌 0.33%，收于 3593.66 点，深证成指下跌 0.22%，收于 11168.14 点，创业板指下跌 0.23%，收于 2340.06 点， 两市 A 股成交金额为 18158 亿元。涨幅靠前的行业有：电子 （1.37%）、计算机（1.26%）、房地产（0.63%），跌幅靠前的行业有： 建筑装饰（-2.06%）、建筑材料（-1.69%）、食品饮料（-1.65%）。 股票 ETF： 相关研究 ETF 日报 2025.07.23 2025.07.23 ETF 日报 2025.07.22 2025.07.22 ETF 日报 2025.07.21 2025.07.21 基 金 研 究 · ETF 日 报 · 证 券 研 究 报 告 今日成交金额靠前的股票 ETF 为：华夏上证科创板 50ETF 上涨 2.12%，贴水率为 2.06%；华夏中证 A500ETF 下跌 0.39%，贴水率为 -0.51%；南方中证 A500ETF 下跌 0.28%，贴水率为-0.24%。 债券 ETF： 今日成交金额靠前的债券 ETF 为：海富通中证短融 ETF ...

ETF 日报 2025.07.23 市场概况： 今日 A 股上证综指上涨 0.01%，收于 3582.30 点，深证成指下跌 0.37%，收于 11059.04 点，创业板指下跌 0.01%，收于 2310.67 点， 两市 A 股成交金额为 18987 亿元。涨幅靠前的行业有：非银金融 （1.29%）、美容护理（0.59%）、家用电器（0.58%），跌幅靠前的行 业有：建筑材料（-2.27%）、国防军工（-1.60%）、机械设备（-1.29%）。 股票 ETF： 今日成交金额靠前的股票 ETF 为：华夏上证科创板 50ETF 上涨 0.47%，贴水率为 0.46%；华泰柏瑞沪深 300ETF 下跌 0.05%，贴水 率为 0.15%；国泰中证全指证券公司 ETF 上涨 0.84%，贴水率为 0.89%。 债券 ETF： 今日成交金额靠前的债券 ETF 为：富国中证 AAA 科技创新公司债 ETF 下跌 0.10%，贴水率为-0.11%；海富通中证短融 ETF 上涨 0.00%， 贴水率为-0.02%；鹏扬中债-30 年期国债 ETF 下跌 0.18%，贴水率 为 0.08%。 2025 年 07 月 23 ...

ETF 日报 2025.07.22 市场概况： 今日 A 股上证综指上涨 0.62%，收于 3581.86 点，深证成指上涨 0.84%，收于 11099.83 点，创业板指上涨 0.61%，收于 2310.86 点， 两市 A 股成交金额为 19290 亿元。涨幅靠前的行业有：煤炭 （6.18%）、建筑材料（4.49%）、建筑装饰（3.38%），跌幅靠前的行 业有：银行（-0.98%）、计算机（-0.73%）、通信（-0.43%）。 股票 ETF： 今日成交金额靠前的股票 ETF 为：华泰柏瑞沪深 300ETF 上涨 1.06%，贴水率为 1.02%；华夏上证科创板 50ETF 上涨 0.75%，贴水 率为 0.83%；华夏中证 A500ETF 上涨 1.09%，贴水率为 1.06%。 债券 ETF： 今日成交金额靠前的债券 ETF 为：海富通中证短融 ETF 下跌 0.00%， 贴水率为-0.01%；华夏中证 AAA 科技创新公司债 ETF 下跌 0.05%， 贴水率为-0.01%；鹏华上证 AAA 科创债 ETF 下跌 0.03%，贴水率为 -0.03%。 2025 年 07 月 22 日 ETF 日报 ...

| 2025 年 07 月 21 日 一周市场回顾 | 证券研究报告-一周市场回顾 分析师:马遥识途 | | --- | --- | | 一周市场回顾 | 资格证书:S1330524050001 联系邮箱:mayst@hxzb.cn 联系电话:15201282186 | | (2025.07.14-2025.07.18) | 相关研究 | | | 一周市场回顾 (2025.07.07 - | | | 2025.07.11) | | A 股市场: | 2025.07.15 | | | 一周市场回顾 (2025.06.30 - | | . 本周 A 股上证指数上涨 0.69%,收于 3534.48 点,深证成指上涨 | 2025.07.04) | | 2.04%. 收于 10913.84点,创业板指上涨 3.17%,收于 2277.15点。 | 2025.07.07 | | | 一周市场回顾 (2025.06.16— | | 价值风格类板块代表指数上证 50、中证 100、沪深 300 分别上涨 | 2025.06.20) | | 0.28%、上涨 0.99%、上涨 1.09%,成长风格类板块代表指数中小 | | ...

ETF 日报 2025.07.21 市场概况： 今日 A 股上证综指上涨 0.72%，收于 3559.79 点，深证成指上涨 0.86%，收于 11007.49 点，创业板指上涨 0.87%，收于 2296.88 点， 两市 A 股成交金额为 17274 亿元。涨幅靠前的行业有：建筑材料 （6.06%）、建筑装饰（3.79%）、钢铁（3.44%），跌幅靠前的行业有： 银行（-0.77%）、综合（-0.34%）、计算机（-0.31%）。 股票 ETF： 今日成交金额靠前的股票 ETF 为：华夏中证 A500ETF 上涨 0.60%， 贴水率为 0.72%；南方中证 A500ETF 上涨 0.77%，贴水率为 0.75%； 华泰柏瑞沪深 300ETF 上涨 0.61%，贴水率为 0.64%。 债券 ETF： 今日成交金额靠前的债券 ETF 为：海富通中证短融 ETF 下跌 0.01%， 贴水率为-0.00%；华夏中证 AAA 科技创新公司债 ETF 下跌 0.08%， 贴水率为-0.01%；富国中证 AAA 科技创新公司债 ETF 下跌 0.03%， 贴水率为-0.05%。 2025 年 07 月 21 日 ET ...

ETF 日报 2025.07.18 市场概况： 今日 A 股上证综指上涨 0.50%，收于 3534.48 点，深证成指上涨 0.37%，收于 10913.84 点，创业板指上涨 0.34%，收于 2277.15 点， 两市 A 股成交金额为 15935 亿元。涨幅靠前的行业有：有色金属 （2.10%）、基础化工（1.36%）、钢铁（1.34%），跌幅靠前的行业有： 传媒（-0.98%）、电子（-0.49%）、轻工制造（-0.41%）。 股票 ETF： 基 金 研 究 · ETF 日 报 · 证 券 研 究 报 告 请务必阅读报告正文后各项声明 1 / 6 今日成交金额靠前的股票 ETF 为：华夏中证 A500ETF 上涨 0.50%， 贴水率为 0.73%；华夏上证科创板 50ETF 上涨 0.28%，贴水率为 0.22%；华泰柏瑞沪深 300ETF 上涨 0.73%，贴水率为 0.74%。 债券 ETF： 今日成交金额靠前的债券 ETF 为：嘉实中证 AAA 科技创新公司债 ETF 上涨 0.07%，贴水率为 0.09%；招商中证 AAA 科技创新公司债 ETF 上涨 0.08%，贴水率为 0.10%；海 ...

Report Summary 1. Market Overview - On July 17, 2025, the Shanghai Composite Index rose 0.37% to close at 3516.83, the Shenzhen Component Index rose 1.43% to close at 10873.62, and the ChiNext Index rose 1.75% to close at 2269.33. The total trading volume of A-shares in the two markets was 1560.5 billion yuan. The top-performing sectors were national defense and military industry (2.74%), communication (2.41%), and electronics (2.18%), while the bottom-performing sectors were banking (-0.42%), transportation (-0.39%), and environmental protection (-0.26%) [2][6] 2. Stock ETFs - The top trading volume stock ETFs were Huaxia CSI A500 ETF (up 1.32%, discount rate 1.18%), Huaxia SSE STAR 50 ETF (up 0.76%, discount rate 0.74%), and Southern CSI A500 ETF (up 1.07%, discount rate 0.97%) [3][7] 3. Bond ETFs - The top trading volume bond ETFs were Penghua SSE AAA Sci-Tech Bond ETF (up 0.07%, discount rate 0.10%), Haifutong CSI Short-term Financing ETF (up 0.01%, discount rate 0.01%), and Harvest CSI AAA Sci-Tech Innovation Corporate Bond ETF (up 0.10%, discount rate 0.10%) [4][9] 4. Gold ETFs - Gold AU9999 fell 0.19% and Shanghai Gold fell 0.06%. The top trading volume gold ETFs were Huaan Gold ETF (down 0.07%, discount rate -0.07%), Boshi Gold ETF (down 0.09%, discount rate -0.05%), and E Fund Gold ETF (down 0.10%, discount rate -0.08%) [12] 5. Commodity Futures ETFs - Huaxia Feed Soybean Meal Futures ETF rose 1.50% with a discount rate of 1.70%, Dacheng Non-ferrous Metals Futures ETF fell 0.12% with a discount rate of -0.15%, and CCB Yisheng Zhengzhou Commodity Exchange Energy and Chemical Futures ETF rose 0.30% with a discount rate of 0.10% [14] 6. Cross-border ETFs - The previous trading day, the Dow Jones Industrial Average rose 0.53%, the Nasdaq rose 0.25%, the S&P 500 rose 0.32%, and the German DAX fell 0.21%. On July 17, the Hang Seng Index fell 0.08% and the Hang Seng China Enterprises Index fell 0.09%. The top trading volume cross-border ETFs were GF CSI Hong Kong Innovative Drugs ETF (up 5.28%, discount rate 5.71%), E Fund CSI Hong Kong Securities Investment Theme ETF (up 1.06%, discount rate 1.33%), and Huaxia Hang Seng Tech ETF (up 0.41%, discount rate 1.07%) [16] 7. Money ETFs - The top trading volume money ETFs were Huabao Tianyi ETF, Yin Hua Rili ETF, and CCB Tianyi Money ETF [18]

债券 ETF： 今日成交金额靠前的债券 ETF 为：海富通中证短融 ETF 上涨 0.01%， 贴水率为 0.01%；华夏上证基准做市公司债 ETF 上涨 0.04%，贴水 率为-0.02%；南方上证基准做市公司债 ETF 上涨 0.02%，贴水率为 -0.02%。 ETF 日报 2025.07.16 市场概况： 今日 A 股上证综指下跌 0.03%，收于 3503.78 点，深证成指下跌 0.22%，收于 10720.81 点，创业板指下跌 0.22%，收于 2230.19 点， 两市 A 股成交金额为 14619 亿元。涨幅靠前的行业有：社会服务 （1.13%）、汽车（1.07%）、医药生物（0.95%），跌幅靠前的行业有： 钢铁（-1.28%）、银行（-0.74%）、有色金属（-0.45%）。 股票 ETF： 今日成交金额靠前的股票 ETF 为：华夏上证科创板 50ETF 上涨 0.10%，贴水率为 0.11%；华夏中证 A500ETF 下跌 0.20%，贴水率为 -0.33%；南方中证 A500ETF 下跌 0.19%，贴水率为-0.29%。 2025 年 07 月 16 日 ETF 日报 证券研究报 ...

Report Industry Investment Rating No relevant content provided. Core Viewpoints - On July 15, 2025, the Shanghai Composite Index fell 0.42% to 3505.00 points, the Shenzhen Component Index rose 0.56% to 10744.56 points, and the ChiNext Index rose 1.73% to 2235.05 points. The total trading volume of A - shares in the two markets was 1635.3 billion yuan. The top - performing industries were communications (4.61%), computer (1.42%), and electronics (0.79%), while the bottom - performing industries were coal (-1.92%), agriculture, forestry, animal husbandry and fishery (-1.62%), and public utilities (-1.60%) [2][6] Summary by Directory Market Overview - The Shanghai Composite Index decreased by 0.42% to 3505.00 points, the Shenzhen Component Index increased by 0.56% to 10744.56 points, and the ChiNext Index rose by 1.73% to 2235.05 points. The trading volume of A - shares in the two markets reached 1635.3 billion yuan. The top - rising industries were communications, computer, and electronics, and the top - falling industries were coal, agriculture, forestry, animal husbandry and fishery, and public utilities [2][6] Stock ETF - The top - trading - volume stock ETFs included the Huaxia Shanghai Sci - Tech Innovation Board 50 ETF (up 0.19% with a premium rate of 0.35%), Huaxia CSI A500 ETF (up 0.10% with a premium rate of 0.05%), and Huatai - Berry CSI 300 ETF (unchanged with a premium rate of -0.03%). The report also presented detailed information on the top ten trading - volume stock ETFs, including code, price, return, tracking index, etc. [3][7][8] Bond ETF - The top - trading - volume bond ETFs were Huaxia Shanghai Benchmark Market - Making Corporate Bond ETF (up 0.14% with a premium rate of -0.03%), Haifutong CSI Short - Term Financing ETF (up 0.02% with a premium rate of 0.00%), and Southern Shanghai Benchmark Market - Making Corporate Bond ETF (up 0.15% with a premium rate of -0.02%). The report also provided details of the top five trading - volume bond ETFs [4][9][10] Gold ETF - Gold AU9999 dropped 0.18% and Shanghai Gold fell 0.10%. The top - trading - volume gold ETFs were Huaan Gold ETF (down 0.05% with a premium rate of -0.19%), Boshi Gold ETF (down 0.13% with a premium rate of -0.21%), and E Fund Gold ETF (down 0.15% with a premium rate of -0.24%). The report also showed information on the top five trading - volume gold ETFs [12][13] Commodity Futures ETF - Huaxia Feed Soybean Meal Futures ETF decreased by 0.41% with a premium rate of 0.29%, Jianxin Yisheng Zhengzhou Commodity Exchange Energy and Chemical Futures ETF dropped by 0.97% with a premium rate of -0.66%, and Dacheng Non - Ferrous Metals Futures ETF fell by 0.59% with a premium rate of -0.44%. The report also provided details on commodity futures ETFs, including tracking indexes and their returns [15][16] Cross - border ETF - The previous trading day saw the Dow Jones Industrial Average rise 0.20%, the Nasdaq rise 0.27%, and the S&P 500 rise 0.14%, while the German DAX fell 0.39%. On July 15, the Hang Seng Index rose 1.60% and the Hang Seng China Enterprises Index rose 1.65%. The top - trading - volume cross - border ETFs included E Fund CSI Hong Kong Securities Investment Theme ETF (down 1.34% with a premium rate of -1.14%), GF CSI Hong Kong Innovative Drug ETF (up 2.93% with a premium rate of 2.89%), and Huaxia Hang Seng Tech ETF (up 1.68% with a premium rate of 1.88%). The report also listed the top five trading - volume cross - border ETFs [17][18] Money ETF - The top - trading - volume money ETFs were Silver Hua Day - to - Day Profit ETF, Huabao Tianyi ETF, and Money ETF Jianxin Tianyi. The report also presented the trading volumes of the top three trading - volume money ETFs [19][20]

Report Summary 1. Market Overview - On July 11, 2025, the Shanghai Composite Index rose 0.01% to close at 3510.18, the Shenzhen Component Index rose 0.61% to close at 10696.10, and the ChiNext Index rose 0.80% to close at 2207.10. The total trading volume of A - shares in the two markets was 1736.9 billion yuan. The top - performing sectors were non - bank finance (2.02%), computer (1.93%), and steel (1.93%), while the worst - performing sectors were banks (-2.41%), building materials (-0.67%), and coal (-0.60%) [2][6] 2. Stock ETFs - The top - trading - volume stock ETFs on this day were: Huatai - Peregrine CSI 300 ETF, which rose 0.34% with a discount rate of 0.37%; Huaxia SSE STAR Market 50 ETF, which rose 1.36% with a discount rate of 1.51%; and Guotai CSI All - Index Securities Company ETF, which rose 2.25% with a discount rate of 2.34% [3][7] 3. Bond ETFs - The top - trading - volume bond ETFs were: Haifutong CSI Short - Term Financing Bond ETF, which fell 0.00% with a discount rate of 0.00%; Fullgoal ChinaBond 7 - 10 Year Policy Financial Bond ETF, which fell 0.02% with a discount rate of 0.00%; and Penghyang ChinaBond 30 - Year Treasury Bond ETF, which rose 0.13% with a discount rate of 0.20% [4][9] 4. Gold ETFs - Gold AU9999 fell 0.01% and Shanghai Gold rose 0.09%. The top - trading - volume gold ETFs were: Huaan Gold ETF, which rose 0.07% with a discount rate of -0.02%; Boshi Gold ETF, which rose 0.12% with a discount rate of 0.04%; and E Fund Gold ETF, which rose 0.12% with a discount rate of -0.01% [12] 5. Commodity Futures ETFs - Huaxia Feed Soybean Meal Futures ETF rose 0.47% with a discount rate of 1.46%; Dacheng Non - Ferrous Metals Futures ETF fell 0.47% with a discount rate of -0.09%; and Jianxin Yisheng Zhengzhou Commodity Exchange Energy and Chemical Futures ETF fell 0.89% with a discount rate of -0.63% [15] 6. Cross - Border ETFs - The previous trading day, the Dow Jones Industrial Average rose 0.43%, the Nasdaq rose 0.09%, the S&P 500 rose 0.27%, and the German DAX fell 0.38%. On this day, the Hang Seng Index rose 0.46% and the Hang Seng China Enterprises Index rose 0.22%. The top - trading - volume cross - border ETFs were: E Fund CSI Hong Kong Securities Investment Theme ETF, which rose 4.62% with a discount rate of 5.46%; GF CSI Hong Kong Innovative Drugs ETF, which rose 1.34% with a discount rate of 1.92%; and Huaxia Hang Seng Tech ETF, which rose 0.85% with a discount rate of 1.58% [17] 7. Money ETFs - The top - trading - volume money ETFs were: Yin Hua Day - to - Day Interest ETF, Hua Bao Add - Benefit ETF, and Money ETF Jianxin Add - Benefit [19]