（文章来源：每日经济新闻） 创业板指数由创业板中市值大、流动性好的100只股票组成，战略性新兴产业占比超九成，是中国创新 创业企业的代表性指数，权重股包括宁德时代、东方财富、中际旭创、新易盛等。创业板ETF （159915）在跟踪该指数的产品中规模居首，且管理费率仅为0.15%/年，可助力投资者低成本把握新兴 产业发展机遇。 今日午后，CPO、通信设备、5G、创新药等板块持续走强，截至14:05，创业板指数上涨3.4%，成分股 中，菲利华涨超17%，新易盛涨超14%，三环集团涨超13%，创业板ETF（159915）盘中成交额突破35 亿元。 东方证券表示，市场信心还处在向上趋势中，会逐级上升，未来指数会越走越强，应该坚定全年要看新 高的预期；科技是确定性主线，后续科技板块的相对优势会进一步加强。 ...

Group 1 - The market continued to rise in the afternoon, with the ChiNext Index leading the gains, and Sanhuan Group increasing by over 16%, while Xinyi Sheng rose by over 14% [1] - The ChiNext 50 related ETFs surged approximately 4% due to market influences [1] Group 2 - Specific performance of ChiNext 50 ETFs includes: - Huatai Baichuan's ChiNext 50 ETF at 1.172, up 0.047 (4.18%) - Jiashi's ChiNext 50 ETF at 1.202, up 0.048 (4.16%) - Huaxia's ChiNext 50 ETF at 1.192, up 0.046 (4.01%) - Wanjia's ChiNext 50 ETF at 1.262, up 0.047 (3.87%) - Other ETFs also showed positive performance with increases ranging from 3.59% to 3.85% [2] Group 3 - Brokerages indicate that the outlook for the market remains positive, supported by a systematic decline in risk-free interest rates and the spillover effect of overseas dollar liquidity, which is expected to continue driving incremental capital inflows [2]

Core Insights - The Growth ETF on the ChiNext board increased by 3.23%, with notable stock performances from companies like Feili Hua, Shenghong Technology, and Changshan Pharmaceutical, which saw gains exceeding 18% [1] - Since April 9, the ChiNext Growth ETF has shown a continuous upward trend, with a cumulative increase of nearly 38%, indicating a bullish market pattern [1] - Huajin Securities suggests that the slow bull market is continuing, with a stable growth style, supported by improving economic indicators such as manufacturing PMI and retail sales growth [1] Market Performance - The ChiNext Growth ETF (159967) tracks the Growth Index, selecting stocks with strong growth and active trading characteristics from the ChiNext board [1] - The ETF's performance is driven by a combination of growth and momentum factors, emphasizing the growth style of the ChiNext market [1] Economic Indicators - Current economic recovery trends are reflected in various indicators, including manufacturing PMI, retail sales growth, and export data, which demonstrate economic resilience [1] - The liquidity remains loose, with an increase in the scale of stock holdings through the Stock Connect program and continuous inflows into the growth sector from newly launched funds and financing [1]

Market Performance - The three major stock indices experienced fluctuations and rose, with the Shanghai Composite Index briefly surpassing previous highs, reaching the highest level since December 2021 [1] - The ChiNext Index saw an increase of over 1% during the trading session [1] Sector Analysis - Sectors such as coal, logistics, agriculture, healthcare, liquor, and oil showed declines, while the military industry sector performed strongly [3] - Sectors including non-ferrous metals, automobiles, steel, and semiconductors saw upward movements, with industrial gases, PEEK materials, and photolithography machine concepts being particularly active [3] Market Sentiment - Market sentiment improved significantly due to easing trade tensions between China and the U.S. and expectations of interest rate cuts by the Federal Reserve [3] - Policy direction is gradually shifting towards supporting residents, exemplified by the introduction of fertility subsidies, which lays a foundation for economic recovery [3] - The strong performance of global risk assets further boosted the risk appetite in the A-share market, with expectations that both large and small caps will work together to break through historical resistance levels [3]

Group 1 - The State Council has approved the "Artificial Intelligence +" action plan, emphasizing the advantages of China's industrial system, market, and application scenarios to promote the large-scale commercialization of AI applications [1] - The AI infrastructure supply chain is expected to benefit first, with developments in humanoid robots and partnerships like the one between Lingyi Zhizao and Qiangnao Technology focusing on dexterous hand hardware [1] - Tencent has launched the Tairos platform for embodied intelligence, and Hubei has established a 10 billion yuan mother fund to invest in core technologies [1] Group 2 - The Guangdong-Hong Kong-Macao Greater Bay Area has opened its first intercity drone logistics route, with Shenzhen planning to build a global low-altitude economy center, aiming to establish 1,200 takeoff and landing points and open 1,000 commercial routes by 2026 [1] - The application of 3D printing technology in aerospace and other fields is gradually expanding, and the market potential for intelligent welding robots is nearly 100 billion yuan [1] - Significant progress has been made in nuclear fusion as an energy transformation direction, and the commercialization of the aerospace industry is accelerating [1] Group 3 - The Science and Technology Innovation and Entrepreneurship ETF (588360) tracks the Science and Technology Innovation 50 Index (931643), which can have daily fluctuations of up to 20% [1] - This index selects 50 technology innovation companies with large market capitalization and good liquidity from the Sci-Tech Innovation Board and the ChiNext, covering cutting-edge fields such as information technology and healthcare [1] - The index components are concentrated in emerging industries with core technological advantages and high growth characteristics, aiming to reflect the overall performance of innovation-driven enterprises in China's capital market [1]

Group 1 - The ChiNext Index rose over 3% on August 13, with significant gains in computing hardware and semiconductor chips [1] - The Chuangye 50 ETF (159682) surged more than 4% during the afternoon session, aiming for a third consecutive day of gains [1] - Notable stocks in the ETF, such as Xinyisheng and Sanhuan Group, saw increases exceeding 15%, with other companies like Zhongji Xuchuang and Tianfu Communication also experiencing gains [1] Group 2 - The artificial intelligence consumer hardware market is projected to exceed 1.17 trillion yuan in 2024, with a year-on-year growth rate of approximately 10%, significantly higher than the overall social consumption growth rate of 3.4% [1] - The market for AI+ product consumption hardware and scenarios is expected to maintain a growth rate above 10%, with the market size anticipated to surpass 2.5 trillion yuan by 2030 [1] Group 3 - Guotai Junan Securities emphasizes that the self-controllable development of computing chips is an inevitable trend, with security vulnerabilities in Nvidia chips accelerating domestic cloud providers' adaptation to domestic computing chips [2] - CITIC Securities believes that the recent releases of GPT-5, Grok4, and Genie3 will accelerate the iteration of large models, enhancing accuracy and reducing costs, which is expected to speed up the commercialization of AI applications [2]

国泰海通指出，近期锂电材料中，磷酸铁锂价格月涨幅达7.76%，氢氧化锂月涨13.91%，电解钴周涨幅 8.91%，方形动力电芯（三元/磷酸铁锂）价格维持稳定。此外，中共中央政治局会议强调依法治理企业 无序竞争，推进重点行业产能治理，或对电力设备及电池行业供需格局产生影响。 创业板新能源ETF国泰（159387）跟踪的是创新能源指数（399266），单日涨跌幅可达20%。该指数聚 焦于新能源及技术创新领域，从市场中选取涉及清洁能源、节能技术及相关设备制造等业务的上市公司 证券作为指数样本，尤其侧重于具有高成长性和创新能力的企业。行业配置上主要覆盖太阳能、风能、 电动汽车及相关产业链，旨在反映新能源行业的整体表现。 （文章来源：每日经济新闻） ...

每经AI快讯，8月13日，指数走强，创业板指拉升涨逾3.00%，沪指涨0.58%，深成指涨1.58%。证券、 算力硬件、医药等方向涨幅居前，沪深京三市上涨个股近2800只。 （文章来源：每日经济新闻） ...

Group 1 - The A-share market opened higher on August 13, 2025, with the ChiNext New Energy ETF (Huaxia, 159368) continuing its strong performance, rising by 0.97%, aiming for a fourth consecutive day of gains [1] - The ETF's holdings, including Robotech and Yonggui Electric, saw significant increases, with gains exceeding 14% [1] - A report released at a photovoltaic green supply chain seminar in Suzhou highlighted that China's photovoltaic industry is leading in capacity while entering a critical phase for green and low-carbon transformation [1] Group 2 - The report covered 55 photovoltaic companies across the entire industry chain, with 40 companies disclosing renewable energy utilization data and 44 companies reporting their carbon emissions data, indicating an improvement in environmental information disclosure [1] - According to Zhongyin Securities, the Central Economic Work Conference emphasized the need to comprehensively address "involution" competition and promote product quality, while guiding the orderly exit of backward production capacity [1] - The photovoltaic sector's price remained stable week-on-week, with all segments showing a willingness to maintain prices, focusing on the supply-side catalysts in the silicon material segment and BC new technology direction [1] Group 3 - The ChiNext New Energy ETF (Huaxia, 159368) is the first ETF in the market tracking the ChiNext New Energy Index, covering various segments of the new energy and electric vehicle industries, including batteries and photovoltaics, with strong growth potential [2] - The management fee for the ETF is 0.15% and the custody fee is 0.05%, totaling 0.2%, making it the lowest fee among similar products, facilitating quick investment opportunities [2] - Continuous attention is recommended for those optimistic about future investment opportunities in the new energy sector [2]

Group 1 - The Hong Kong stock market is expected to shift from liquidity-driven to performance-driven and policy validation phases as the focus moves from "expectation" to "realization" in August [1] - The refinancing market in Hong Kong has seen explosive growth, with over 240 companies raising a total of HKD 183.9 billion, which is 2.17 times the total refinancing amount for the entire year of 2024 [1] - Key sectors to focus on include solar energy, rare earths, lithium, and express delivery, which directly benefit from the "anti-involution" policy, as well as pharmaceuticals and technology with high growth potential [1] Group 2 - The U.S. economy is entering a "high for longer" phase with both tariffs and interest rates expected to remain elevated, leading to "stagflation-like" pressures [2] - The consumer electronics industry is experiencing a recovery, with tablet shipments expected to reach 39 million units in Q2 2025, a 9% year-on-year increase [2] - Major tech companies like Google and Microsoft are increasing their capital expenditure, indicating strong demand for AI infrastructure and hardware [3] Group 3 - The global PC shipment volume is projected to grow by 8.4% year-on-year in Q2 2025, driven by factors such as the end of Windows 10 support and the rise of AI PCs [4] - AI chip and hardware technology advancements are expected to boost demand for high-performance computing, with OpenAI's release of GPT-5 enhancing the need for inference computing power [4] - The domestic semiconductor industry is showing signs of recovery, with companies like SMIC and Hua Hong Semiconductor reporting better-than-expected earnings [4] Group 4 - The ChiNext Index has seen a strong increase of 3.10%, with notable gains from companies like Sanhuan Group and Xinyi Technology [7] - The ChiNext ETF has shown a year-to-date net value increase of 11.19%, with a maximum monthly return of 37.37% since its inception [8] - The top ten weighted stocks in the ChiNext Index account for 52.52% of the index, with Ningde Times and Dongfang Wealth being the most significant contributors [10]