Di Yi Cai Jing·2025-06-09 13:22Group 1 - The strategic merger between Haiguang Information and Zhongke Shuguang has led to significant market reactions, including a net inflow of 6.615 billion yuan into the信创 theme ETFs over two weeks [1][2] - The trading volume and turnover rates of related ETFs have surged dramatically, with some products experiencing over 20 times growth in scale and daily trading volume increasing by over 100 times [1][3] - As a result of the merger and subsequent stock suspension, 28 fund companies have adjusted the valuations of their funds holding these stocks to ensure accurate reflection of asset values [1][5] Group 2 - The announcement of the merger on May 26 triggered a massive influx of funds into信创 ETFs, with three specific products attracting over 1 billion yuan each [2][3] - The scale of the 华夏中证信息技术应用创新产业ETF increased to 2.64 billion yuan, a 5.3-fold increase compared to the day before the announcement [3] - The 国泰国证信息技术创新主题ETF and 信创ETF富国 saw their scales explode by 21.09 times and 22.74 times, respectively, indicating high market enthusiasm [3] Group 3 - The 国泰国证信息技术创新主题ETF experienced a turnover rate increase to 34.52%, a 17-fold rise from the previous day, and maintained a turnover rate above 20% for ten consecutive trading days [4] - The daily trading volume of this ETF surged to 501 million yuan, a 166-fold increase compared to the period before the announcement [4] - Due to the rapid increase in fund sizes, several fund companies issued risk warnings to investors regarding potential market volatility and liquidity issues [3][4] Group 4 - Fund companies have been adjusting the valuations of Haiguang Information and Zhongke Shuguang stocks to reflect their potential market value accurately, following the suspension of trading [5][6] - As of June 9, 28 fund companies had announced valuation adjustments for these stocks, with some using the "index yield method" for valuation [6][7] - The adjustments are aimed at preventing arbitrage opportunities and ensuring fair treatment of investors, particularly for heavily held stocks [7]