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市场热情高涨!鹏华科创债ETF顺利结束募集
2 1 Shi Ji Jing Ji Bao Dao·2025-07-07 07:39

Core Viewpoint - The launch of Penghua CSI AAA Sci-Tech Bond ETF reflects strong market demand for high-quality credit bond instruments and investor confidence in the national technology innovation strategy, indicating a promising future development [1] Group 1: Product Overview - Penghua CSI AAA Sci-Tech Bond ETF tracks the CSI AAA Sci-Tech Corporate Bond Index and will be listed on the Shanghai Stock Exchange [1] - The ETF serves as a structural supplement in the bond ETF product line, filling gaps in product dimensions and integrating themes, credit products, and technological attributes [1] Group 2: Performance Metrics - The underlying assets primarily consist of high-grade state-owned enterprise bonds, resulting in relatively stable returns and lower volatility [2] - As of June 27, 2025, the CSI AAA Sci-Tech Corporate Bond Index had the highest annualized return of 3.96% among three types of Sci-Tech bond indices, with a cumulative return of 14.20% since the base date of June 30, 2022 [2] Group 3: Management Structure - The ETF will adopt a "dual fund manager" model to leverage complementary advantages in research and operations, as well as coordinated management and risk control [3] - Proposed fund managers Zhang Yangcheng and Wang Zhongxing bring extensive experience in managing bond ETFs and credit bonds, focusing on index replication, tracking error control, and credit assessment [3] Group 4: Strategic Significance - The launch of the Penghua CSI AAA Sci-Tech Bond ETF represents a strategic upgrade of Penghua's bond index product line, supported by a standardized, systematic, and professional passive management capability [3] - The ETF aims to provide a new investment choice with relatively controllable risks and stable return opportunities, enhancing the investment experience while managing credit risk [4]