ETF市场日报 | 游戏、银行相关ETF领涨！10只科创债ETF将于下周一同步开募

Market Overview - A-shares experienced a mixed performance with the Shanghai Composite Index rising by 0.32% while the Shenzhen Component and ChiNext fell by 0.25% and 0.36% respectively, with total trading volume reaching 1.4286 trillion yuan, an increase of 118.8 billion yuan from the previous day [1] Sector Performance Leading Sectors - The gaming and banking ETFs led the market gains, with multiple gaming ETFs and various banking ETFs showing strong performance. In June 2025, 147 domestic game licenses and 11 imported licenses were issued, indicating a significant increase compared to the same period in 2024, which is expected to boost market confidence in the gaming industry [2] - The banking sector continued its upward trend in the first half of 2025, benefiting from market preferences and improved fundamentals. The sector's stable operating performance and asset quality, along with reasonable valuations and dividend policies, enhance the investment appeal of bank stocks [2] Underperforming Sectors - Rare metals and new energy sectors experienced a pullback, although many institutions remain optimistic about their future performance. The global shift towards clean energy and supportive policies are expected to drive demand for key raw materials like lithium, cobalt, nickel, and rare earths [3] - The supply constraints due to resource scarcity and geopolitical factors are likely to maintain a tight supply situation for rare metals, providing a basis for price increases. The combination of improved macroeconomic expectations and favorable industrial policies is creating a clearer investment window for these sectors [3] Trading Activity - The Hong Kong Securities ETF (513090) saw the highest trading volume, approaching 20 billion yuan, indicating strong investor interest. Other ETFs such as the Short-term Bond ETF (511360) and Yinhua Daily Profit ETF (511880) also recorded significant trading volumes [4] - The turnover rate for the Benchmark National Debt ETF (511100) was the highest at 218.41%, reflecting active trading interest. The Hong Kong Securities ETF is particularly attractive due to its focus on core financial assets in Hong Kong and the anticipated benefits from financial innovation policies [5] Upcoming ETF Issuance - A wave of new ETF issuances is expected next week, with 17 products set to begin fundraising, including 10 focused on innovative corporate bonds. Major fund managers participating include Fuguo Fund, Invesco Great Wall Fund, and others [6][8]