多只创新药ETF涨超4.5%；债券ETF渐成资金配置主线丨ETF晚报

ETF Industry Updates - The three major indices in China experienced collective gains, with the Shanghai Composite Index rising by 0.33%, the Shenzhen Component Index by 0.64%, and the ChiNext Index by 1.86. Notably, several innovative drug ETFs saw significant increases, including Huatai-PB's innovative drug ETF (517120.SH) up by 4.95%, Tianhong's (517380.SH) up by 4.56%, and Fortune's (159748.SZ) up by 4.53% [1][12][13] - Jianghai Securities highlighted the robust development of the innovative drug industry, which is expected to drive the collaborative growth of upstream and downstream enterprises, suggesting a focus on related companies for long-term investment opportunities [1][2] - CITIC Securities noted that many innovative drug assets in China have gradually gained global recognition, with business development (BD) authorization amounts and numbers continuing to rise, indicating an expanding global influence [2] ETF Market Performance - As of the end of June, the total scale of ETFs in the Shanghai and Shenzhen markets exceeded 4.3 trillion yuan, with the Shanghai market holding 701 ETFs valued at over 3.14 trillion yuan and the Shenzhen market holding 495 ETFs valued at over 1.15 trillion yuan [3][4] - The domestic ETF market expanded by nearly 580 billion yuan in the first half of the year, with bond ETFs and Hong Kong stock ETFs being the main contributors. The number of stock-type ETFs increased from 893 to 1,055, while bond-type ETFs grew from 21 to 29 [4] - The first batch of 10 science and technology bond ETFs launched on July 17, reshaping the market landscape and positioning bond ETFs as an increasingly important force in the secondary market [3][4] Sector Performance - In terms of sector performance, the communication, steel, and pharmaceutical sectors ranked highest today, with daily gains of 3.29%, 2.59%, and 2.06%, respectively. Conversely, the agriculture, banking, and beauty care sectors lagged behind with declines of -1.36%, -1.19%, and -0.71% [5][7] - Over the past five trading days, the pharmaceutical, electronics, and non-bank financial sectors showed strong performance, with gains of 5.24%, 5.22%, and 4.16%, while the oil, coal, and banking sectors experienced declines [5][7] ETF Categories and Transactions - Among different ETF categories, the stock-themed index ETFs performed the best today, with an average increase of 0.97%, while commodity ETFs had the poorest performance with an average decline of -0.30% [10] - The top-performing ETFs today included Huatai-PB's innovative drug ETF (517120.SH), Tianhong's innovative drug ETF (517380.SH), and Fortune's innovative drug ETF (159748.SZ), with daily returns of 4.95%, 4.56%, and 4.53%, respectively [12][13] - The top three ETFs by trading volume were the Sci-Tech 50 ETF (588000.SH) with 4.196 billion yuan, A500 ETF (512050.SH) with 4.137 billion yuan, and A500 ETF Southern (159352.SZ) with 3.796 billion yuan [15][17]