大湾区ETF紧密跟踪中证粤港澳大湾区发展主题指数，中证粤港澳大湾区发展主题指数反映受益于粤港澳大湾区发展相关上市公司的整体表现。该指数系列 包含中证港股通粤港澳大湾区发展主题指数、中证沪港深粤港澳大湾区发展主题指数和中证粤港澳大湾区发展主题指数，分别从港股通合资格证券范围、沪 港深三地上市公司及内地市场中的粤港澳大湾区企业中选取符合湾区发展主题的最大50只香港市场证券、最大300家公司及最大100只内地市场证券作为指数 样本，并结合湾区经济发展特点和样本空间内科技类证券权重调整科技证券行业因子，以使指数样本中科技类证券权重与待选空间中科技类证券占比接近。 数据显示，截至2025年7月31日，中证粤港澳大湾区发展主题指数(931000)前十大权重股分别为中国平安(601318)、比亚迪(002594)、招商银行(600036)、立 讯精密(002475)、美的集团(000333)、迈瑞医疗(300760)、汇川技术(300124)、胜宏科技(300476)、中兴通讯(000063)、格力电器(000651)，前十大权重股合计 占比50.37%。 截至2025年8月1日，大湾区ETF近1年夏普比率为1.27。 回 ...

金融界8月6日消息，上证指数低开高走，中证绿色生态主题指数 (绿色生态，931800)报1417.73点。 数据统计显示，中证绿色生态主题指数近一个月上涨1.35%，近三个月上涨6.49%，年至今下跌0.05%。 从中证绿色生态主题指数持仓的市场板块来看，深圳证券交易所占比54.71%、上海证券交易所占比 45.29%。 从中证绿色生态主题指数持仓样本的行业来看，工业占比58.13%、公用事业占比26.22%、原材料占比 9.11%、可选消费占比5.84%、信息技术占比0.70%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 据了解，中证绿色生态主题指数选取50只业务涉及清洁能源、电动化与氢能化、资源高效利用、污染物 治理、环境修复和生态保护等绿色生态领域的上市公司证券作为指数样本，反映绿色生态主题上市 ...

格隆汇8月6日丨汇川技术(300124.SZ)于投资者互动平台表示，公司为盾构机生产商提供盾构机专用驱 动产品，该业务占公司营业收入比例很小。 ...

天眼查商业履历信息显示，深圳市汇川技术股份有限公司，成立于2003年，位于深圳市，是一家以从事 软件和信息技术服务业为主的企业。企业注册资本267713.4332万人民币，实缴资本159060.0185万人民 币。公司法定代表人为朱兴明。 汇川技术最新一期业绩显示，截至2025一季报，公司营业总收入89.78亿元、同比增长38.28%，归属净 利润13.23亿元，同比增长63.08%，扣非净利润12.34亿元，同比增长55.87%，流动比率1.375、速动比率 1.027、资产负债率48.10%。 通过天眼查大数据分析，深圳市汇川技术股份有限公司共对外投资了59家企业，参与招投标项目197 次，专利信息1624条，此外企业还拥有行政许可36个。 金融界消息 截至2025年8月6日收盘，汇川技术（300124）报收于65.86元，上涨1.62%，换手率1.67%， 成交量39.87万手，成交金额26.23亿元。 来源：金融界 资金流向方面，今日主力资金净流入6834.10万元，占比成交额2.61%。其中，超大单净流出1928.63万 元、占成交额0.74%，大单净流入8762.73万元、占成交额3.34%，中单 ...

截至2025年8月6日 14:15，创业板新能源指数(399266)上涨0.99%，成分股震裕科技上涨4.02%，富临精工上涨3.74%，阿尔特上涨3.66%，道氏技术上涨 3.46%，国民技术上涨3.43%。创业板新能源ETF华夏(159368)上涨0.81%， 冲击4连涨。最新价报1元。拉长时间看，截至2025年8月5日，创业板新能源ETF 华夏近1月累计上涨4.98%。 流动性方面，创业板新能源ETF华夏盘中换手0.85%，成交54.02万元。拉长时间看，截至8月5日，创业板新能源ETF华夏近1年日均成交392.25万元。 从收益能力看，截至2025年8月5日，创业板新能源ETF华夏自成立以来，最高单月回报为7.74%，最长连涨月数为3个月，最长连涨涨幅为10.15%，涨跌月数 比为3/1，上涨月份平均收益率为3.33%，月盈利百分比为75.00%，月盈利概率为65.39%，历史持有3个月盈利概率为62.16%。 回撤方面，截至2025年8月5日，创业板新能源ETF华夏成立以来相对基准回撤0.11%。回撤后修复天数为106天。 费率方面，创业板新能源ETF华夏管理费率为0.15%，托管费率为0.05%， ...

Group 1 - The core index of the Robot ETF Fund (159213), the CSI Robot Index (H30590), has seen a strong increase of 2.73%, with most constituent stocks rising significantly [1] - Notable performers include Robot (300024) which surged by 14.50%, and Huadong CNC (002248) and Zhongdali De (002896) hitting the daily limit up [1] - The ETF fund has shown continuous strength, with a reported increase of 2.8% as of 13:10 on August 6, marking a potential three-day winning streak [4] Group 2 - The top ten constituent stocks of the Robot ETF Fund include Huichuan Technology (300124) with a rise of 2.08%, and Keda Xunfei (002230) with a slight increase of 0.20% [2] - The performance of Stone Technology (688169) has slightly declined by 0.53%, while other stocks like Shuanghuan Transmission (002472) increased by 5.06% [2] - The total market capitalization of the top ten stocks reflects significant historical values, with Robot (300024) having a historical market cap of 35.78 billion [2] Group 3 - On August 5, Yushu Technology launched a new quadruped robot, Unitree A2, which weighs approximately 37 kg and has a maximum running speed of 5 m/s [3] - The Shanghai government has issued a development plan for the embodied intelligence industry, aiming for breakthroughs in at least 20 core algorithms and technologies by 2027, with a target industry scale exceeding 50 billion [5] - CITIC Securities predicts that 2025 will be a pivotal year for the mass production of embodied intelligent robots, emphasizing the integration of AI and robotics as a significant industrial revolution [5][6]

Core Points - The article discusses the performance of the Chuangye 50 ETF (159682) as of August 6, noting a slight increase of 0.29% to a price of 1.029 yuan with a trading volume of 39.1057 million yuan [1] - The major holdings of the Chuangye 50 ETF include companies like Ningde Times, Dongfang Wealth, and Huichuan Technology, with varying performance among these stocks [1] - The fund's performance benchmark is the return rate of the ChiNext 50 Index, managed by Invesco Great Wall Fund Management Co., with a return of 2.60% since its inception on December 23, 2022, and a return of 9.00% over the past month [1] Company Performance - Ningde Times experienced a slight decline of 0.08%, while Dongfang Wealth fell by 0.21% [1] - Huichuan Technology saw an increase of 2.50%, and other notable gainers included Xinyisheng with a rise of 1.61% and Yangguang Electric with an increase of 1.01% [1] - The overall performance of the ETF reflects mixed results among its top holdings, indicating varying market conditions for these companies [1]

Group 1: ETF Performance - The liquidity of the Robot ETF managed by Jiashi has a turnover rate of 4.52%, with a transaction volume of 24.7961 million yuan. The average daily transaction volume over the past week is 36.7179 million yuan as of August 5 [3] - The Robot ETF has seen a significant growth in scale, increasing by 284 million yuan over the past six months, and its shares have grown by 207 million shares during the same period [3] - As of August 5, the net value of the Robot ETF has increased by 59.49% over the past year, ranking 345 out of 2948 in the index stock fund category, placing it in the top 11.70% [3] Group 2: Historical Returns - Since its inception, the Robot ETF has recorded a highest single-month return of 25.78%, with the longest consecutive months of increase being 3 months and the longest increase percentage being 37.12%. The average return during the months of increase is 8.93% [3] Group 3: Index Composition - As of July 31, 2025, the top ten weighted stocks in the CSI Robot Index include Keda Xunfei, Huichuan Technology, Stone Technology, Dahua Technology, Zhongkong Technology, Dazhu Laser, Shuanghuan Transmission, Robot, Ecovacs, and Julun Intelligent, collectively accounting for 48.86% of the index [3] Group 4: Market Trends - According to a report from Open Source Securities, the financing of domestic embodied intelligence companies is characterized by "rapid growth and hardware-software layout." The hardware sector focuses on humanoid robot bodies and core components, while the software sector emphasizes embodied intelligence algorithms and system development, forming a comprehensive industry chain layout [6] - In the secondary market, the capital actions of leading companies are accelerating, driving the collaborative development of the entire industry chain [6]

从指数持仓来看，中证回购价值策略指数十大权重分别为：菲利华（5.55%）、阳光电源（5.35%）、 宁德时代（4.76%）、南山铝业（4.73%）、金发科技（4.61%）、三花智控（4.57%）、汇川技术 （4.45%）、美的集团（4.36%）、天赐材料（4.35%）、国金证券（4.14%）。 金融界8月5日消息，上证指数高开高走，中证回购价值策略指数 (回购价值策略，931830)报2358.37 点。 数据统计显示，中证回购价值策略指数近一个月上涨8.48%，近三个月上涨13.55%，年至今上涨 21.48%。 据了解，中证回购价值策略指数从发生过股票回购事件的上市公司中选取估值水平较低、业绩预期较好 的50只上市公司证券作为指数样本，以反映该类上市公司证券的整体表现。该指数以2018年12月28日为 基日，以1000.0点为基点。 从中证回购价值策略指数持仓的市场板块来看，深圳证券交易所占比67.34%、上海证券交易所占比 32.66%。 从中证回购价值策略指数持仓样本的行业来看，工业占比34.24%、原材料占比21.18%、医药卫生占比 10.72%、可选消费占比10.35%、信息技术占比10.17% ...

Summary of Conference Call Notes Company and Industry Overview - **Company**: Shenzhen Inovance Technology Co. (300124.SZ) - **Industry**: Industrial Automation Key Points and Arguments 1. **Order Growth**: Inovance reported a year-over-year (yoy) order growth of approximately 20% in July 2025, an improvement from about 15% in June 2025, indicating a positive trend despite a generally muted demand in the China Industrial Automation market [1][8][12] 2. **End-Market Performance**: The company noted better demand across various end-markets including logistics, crane, lithium battery, textile, machine tools, woodworks, and packaging, with no single market driving growth [1][12] 3. **Market Share**: Inovance maintained a stable market share in the Servo segment at 34% as of Q2 2025 and increased its share in Low Voltage Inverter to 25%. It also entered the top 5 for Large PLCs, securing the 4th position as the only domestic player [1][12] 4. **Industrial Robot Segment**: The company gained market share in the 6-axis robot segment, although this was offset by declines in SCARA robots [1][12] 5. **Investment Thesis**: The company is viewed as a domestic leader in industrial automation with a strong growth outlook due to opportunities in overseas markets, expected market share gains in PLCs, and growth in EV components [12][16] 6. **Competitive Advantages**: Inovance's competitive moats include industry-leading R&D effectiveness and a comprehensive product portfolio that reinforces customer switching costs [12][16] 7. **Valuation and Price Target**: The company is rated as a Buy with a 12-month price target of Rmb80.50, reflecting a potential upside of 27% from the current price of Rmb63.41 [17][16] 8. **Risks**: Key downside risks include slower-than-expected market share gains, weaker margin trends, slower ramp-up in EV components, and a general slowdown in manufacturing capex and automation demand [16] Additional Important Information - **Comparison with Peers**: Other companies in the industrial automation sector, such as Haitian International and Xinje, also reported varying order growth trends, with Haitian showing low single-digit yoy increases and Xinje reporting over 20% yoy growth [2][3][4] - **Market Context**: The overall industrial automation market in China is experiencing mixed demand, with some segments performing better than others, highlighting the competitive landscape [1][12] This summary encapsulates the key insights from the conference call, focusing on the performance and outlook of Shenzhen Inovance Technology Co. within the industrial automation industry.