CNRE(SH:600111) Xin Lang Cai Jing·2025-07-10 02:30Group 1 - The core viewpoint indicates that the liquidity of the CSI 300 ETF has shown significant growth, with a recent increase in scale by 9.52 billion yuan over the past two weeks and a daily average transaction volume of 1.194 billion yuan over the past year [2] - As of July 9, 2025, the net value of the CSI 300 ETF has increased by 19.17% over the past year, with the highest monthly return since inception being 25.64% and an average monthly return of 4.63% during rising months [2] - The top ten weighted stocks in the CSI 300 index include Kweichow Moutai, CATL, Ping An Insurance, and others, collectively accounting for 22.76% of the index [2] Group 2 - International institutions such as Goldman Sachs, Deutsche Bank, and Morgan Stanley have raised their GDP growth forecasts for China in 2025, with Goldman Sachs predicting a 5.2% growth for the first half of this year [4] - Minsheng Securities anticipates continued liquidity easing in July due to various factors, including lower fiscal pressure and expectations of a Federal Reserve rate cut, which may provide space for domestic easing [5] - Investors without stock accounts can consider low-positioning in A-share core assets through the CSI 300 ETF linked fund (160724) [5]