超级巨头大动作！华夏、易方达基金出手 申报上证580ETF等产品

Core Viewpoint - The expansion of the Shanghai Stock Exchange's flagship broad-based index system has led to the introduction of new ETFs, providing investors with additional tools to capture opportunities in small-cap and mid-cap growth stocks [1][4]. Group 1: New ETF Introductions - On June 23, 2023, Huaxia and E Fund filed for the Shanghai 580 ETF and Shanghai 380 ETF, along with their respective ETF linked funds, allowing investors to focus on small-cap growth opportunities and mid-cap new blue chips [1][4]. - The Shanghai 580 ETF tracks the newly introduced Shanghai 580 Index, which aims to reflect the overall performance of small-cap stocks in the Shanghai market [4][5]. Group 2: Characteristics of the Shanghai 580 Index - The Shanghai 580 Index is designed to represent small-cap stocks, with approximately 30%, 40%, 50%, and 60% of its components belonging to sectors such as the Science and Technology Innovation Board, specialized and innovative enterprises, private economy, and emerging industries [4][6]. - The index consists of 580 securities selected based on liquidity and ESG criteria, with a median market capitalization of approximately 85 million and an average market capitalization of about 94 million [4][6]. Group 3: Performance of the Shanghai 580 Index - As of June 20, 2023, the Shanghai 580 Index has increased by 48.1% since its base date on December 28, 2018, with an annualized return of 6.46%, indicating strong growth potential for small-cap innovative stocks in the Shanghai market [6]. Group 4: Introduction of the Shanghai 380 Index - E Fund has also reported the Shanghai 380 ETF, which focuses on mid-cap new blue chips, selecting 380 constituent stocks with a median market capitalization of approximately 183.6 million [8]. - The optimized Shanghai 380 Index is characterized by stability, industry balance, and a focus on emerging industries, making it a valuable investment tool for capturing mid-cap growth opportunities [8]. Group 5: Overall Index System Upgrade - The introduction of the Shanghai 580 Index and the optimization of the Shanghai 380 Index represent a significant upgrade to the Shanghai flagship broad-based index system, creating a clear hierarchy of indices: Shanghai 50 (large-cap), Shanghai 180 (large-cap), Shanghai 380 (mid-cap), and Shanghai 580 (small-cap) [8].