ETF复盘0624- 沪指再上3400点，科创新能源ETF（588830）与证券ETF龙头（159993）同步起飞

Market Overview - On June 24, A-shares saw all three major indices rise, with the Shanghai Composite Index increasing by 1.15%, the Shenzhen Component Index by 1.68%, and the ChiNext Index by 2.30% [1] - Over 4,000 stocks in the market experienced gains, with the North China 50 Index showing a notable increase of 3.65% [1][2] Hong Kong Market - On the same day, major indices in the Hong Kong market also rose, with the Hang Seng Technology Index up by 2.14% and the Hang Seng Index by 2.06% [4][5] Policy and Market Sentiment - The improvement in the policy environment and the implementation of new public fund regulations are seen as catalysts for high-quality industry development, with the capital market focusing on supporting technology and industrial innovation [7] - Structural market conditions are enhancing the "profit-making effect," leading to improved market risk appetite and sustained market activity, with average daily trading volume in the A-share market exceeding 1 trillion [7] Sector Performance - The solid-state battery sector is gaining traction, with several companies announcing advancements and production timelines. The high production costs remain a challenge, but companies with strong material supply chains are expected to benefit [8] - Investment in solid-state battery equipment is significantly higher than traditional lithium-ion equipment, indicating a shift in capital expenditure towards this emerging technology [8] Investment Recommendations - The non-bank financial sector is identified as a key area for increased allocation, given its current low valuation and historical underweight in portfolios. The securities company index is noted to be at a 26% percentile over the past decade, suggesting a high safety margin and potential for growth [7] - The solid-state battery materials sector is anticipated to receive a boost from policy support and increased capital expenditure, making it a focal point for investment [8]