Group 1 - The A-share market saw significant gains in sectors such as non-ferrous metals, basic chemicals, petroleum and petrochemicals, and coal on June 6, with active indices in water conservancy, fluorine chemicals, lithium battery anodes, and storage [1] - The recent strategic restructuring between Haiguang Information and Zhongke Shuguang has garnered high attention, with Zhongke Shuguang being a top technology incubation platform under the Chinese Academy of Sciences, investing in several quality assets [1] - Shanghai Securities noted that the merger of Haiguang Information and Zhongke Shuguang signifies the acceleration of asset integration within the Zhongke system, aligning with national strategies to cultivate leading technology enterprises [1] Group 2 - The Xinchuan ETF is closely related to the strategic restructuring of Haiguang Information and Zhongke Shuguang, with both companies being significant components of the index, collectively accounting for over 10% of its weight [2] - The Cloud Computing 50 ETF tracks an index with a high AI computing power content, where Zhongke Shuguang holds a weight of 4.32%, and another asset, Zhongke Xingtou, has a weight of 1.29% [2] - The Cloud Computing 50 ETF is noted for having the lowest fee rate among ETFs tracking this index [2]
机构指出中科系资产加速整合!或可聚焦持仓中科曙光、中科星图的云计算50ETF