5月13日ETF晚报丨多只光伏ETF上涨，机构称行业报表端底部已现；港股红利主题ETF年内“吸金”超百亿元

ETF Industry News - The three major indices showed mixed results today, with the Shanghai Composite Index rising by 0.17%, while the Shenzhen Component Index and the ChiNext Index fell by 0.13% and 0.12% respectively. Several photovoltaic ETFs saw gains, including the Photovoltaic ETF Index Fund (159618.SZ) which rose by 2.23%, the E Fund Photovoltaic ETF (562970.SH) which increased by 1.84%, and the Photovoltaic 50 ETF (159864.SZ) which gained 1.83% [1][10][11] - CITIC Securities indicated that the photovoltaic industry has reached a bottom in its financial reports, with expectations that the probability of further deterioration in profitability is low. The industry should focus on upstream inventory reduction and capacity clearance progress, as the willingness to expand production has significantly decreased due to low profitability [1][10] Hong Kong Stock Market - The Hong Kong dividend-themed ETFs have attracted over 10 billion yuan in net inflows this year, with a total scale surpassing 43.3 billion yuan, reflecting a 43% increase from the end of 2024. This indicates a growing preference for Hong Kong dividend assets among investors [2] - The recent wave of insurance capital acquisitions began in the second half of 2024, with 25 occurrences characterized by a focus on Hong Kong stocks, state-owned enterprises, high dividend yields (over 3%), and a preference for public utilities and banks. The undervaluation of Hong Kong dividend assets is a key reason for this trend [2] Market Overview - The A-share market and major overseas indices showed varied performance today, with the Shanghai Composite Index closing at 3374.87 points, reaching a daily high of 3386.23 points. The Shenzhen Component Index and ChiNext Index had daily highs of 10401.95 points and 2091.35 points respectively [3] - In terms of sector performance, banking, beauty care, and pharmaceutical industries ranked highest today, with daily gains of 1.52%, 1.18%, and 0.9% respectively. Conversely, the defense, computer, and machinery sectors lagged behind with declines of -3.07%, -0.8%, and -0.66% respectively [5] ETF Performance - The overall performance of ETFs was categorized by investment type, with strategy ETFs showing the best average gain of 0.58%, while commodity ETFs had the worst average performance at -0.49% [8] - The top-performing ETFs today included the Photovoltaic ETF Index Fund (159618.SZ), E Fund Photovoltaic ETF (562970.SH), and Photovoltaic 50 ETF (159864.SZ), with respective gains of 2.23%, 1.84%, and 1.83% [10][11] Trading Volume - The top three ETFs by trading volume today were the A500 ETF Fund (512050.SH) with a trading volume of 3.171 billion yuan, the CSI 300 ETF (510300.SH) at 3.170 billion yuan, and the CSI A500 ETF (159338.SZ) at 2.623 billion yuan [13][14]