超7成成份股营收同比增长,核心资产价值再显,招商A500指数ETF单日获1.1亿元资金增仓
Quan Jing Wang·2025-03-24 09:11

Group 1 - Over 70% of the constituents in the CSI A500 Index reported year-on-year revenue growth, indicating strong performance among core assets [2] - Notable revenue increases were observed in technology leaders, with companies like Zhongji Xuchuang reporting a 122% increase, and others like Cambrian, Lattice Semiconductor, and BeiGene showing growth rates above 50% [2] - More than 60% of the companies achieved year-on-year net profit growth, with significant increases from technology firms such as Lattice Semiconductor (213%), Zhongji Xuchuang (138%), and Nasda (112%) [2] Group 2 - The market is expected to experience upward trends, with key focus on two important windows: the first in early April post external risk resolution, and the second mid-year coinciding with the synchronization of the US and Chinese economic and policy cycles [3] - Short-term market fluctuations are anticipated, but the medium-term upward trend remains intact, with the upcoming earnings report window likely to influence market risk appetite [3] - The current valuation of the A-share market is near the average since 2010, and with ongoing policy support, there is potential for increased market valuation driven by inflows from both domestic and international investors [3][4] Group 3 - The A500 Index ETF serves as a benchmark for new core assets, covering traditional sectors like banking and food & beverage, as well as emerging industries such as electronics, power equipment, and pharmaceuticals, reflecting future economic trends in China [4] - Investment strategies should focus on absolute undervalued assets, particularly those with limited downside potential, as market dynamics shift towards rapid sector rotation [4]