ETF复盘报告0718-三大股指全线上涨，科创债ETF鹏华（551030）上市次日交易量再破百亿

Market Overview - On July 18, A-shares saw all three major indices rise, with the Shanghai Composite Index up by 0.50%, Shenzhen Component Index up by 0.37%, and ChiNext Index up by 0.34% [1] - The China A50 Index increased by 0.89%, showing a significant upward trend, with approximately 2,600 stocks in the market rising [1] Sector Performance - In the industry sector, non-ferrous metals (2.10%), basic chemicals (1.36%), and steel (1.34%) led the gains, while media (-0.98%), electronics (-0.49%), and light industry manufacturing (-0.41%) saw declines [7] Hot Topics Rare Earth Metals - A new rare earth mineral named "Neodymium Yellow River Ore" was discovered in Inner Mongolia, which may impact the rare earth market [7] - East China Securities noted that the price gap for rare earths is widening, with many products related to praseodymium and neodymium experiencing price declines. Companies with significant rare earth exports are expected to have better profit margins [7] - The demand for new energy in China is growing, benefiting high-end manufacturing in the downstream sector [7] Science and Technology Bonds - The first batch of science and technology bond ETFs was launched on July 17, with a total trading volume of 809 billion yuan on the first day. The Penghua Science and Technology Bond ETF led with a trading volume of 183 billion yuan [8] - The active market for science and technology bonds indicates a mature condition for launching these ETFs, which will guide funds towards innovative technology sectors and support the financing of the science and technology industry [8]