ETF复盘0801-传统与创新共同驱动，中药ETF（159647）逆市上涨1.74%
Xin Lang Cai Jing·2025-08-01 09:37

Market Overview - On August 1, A-shares experienced varying degrees of decline, with the Shanghai Composite Index down by 0.37%, the Shenzhen Component Index down by 0.17%, and the ChiNext Index down by 0.24% [1] - The total trading volume in the Shanghai and Shenzhen markets was 15,984 billion RMB, showing a significant decrease compared to the previous trading day [2] Stock Performance - The CSI 1000 Index increased by 0.14% and has risen by 11.96% year-to-date [2] - The Hang Seng Index and its major indices, including the Hang Seng Technology Index and the Hang Seng China Enterprises Index, all closed lower, with the latter down by 1.49% [4][5] Industry Highlights Traditional Chinese Medicine - The National Medical Products Administration approved a new traditional Chinese medicine, Can Yuan Pharmaceutical's Sanpu Granules, for treating chronic pelvic pain [5] - The sales of gynecological traditional Chinese medicine in China are projected to exceed 20 billion RMB in 2024 across various market segments [5][6] - The penetration rate of traditional Chinese medicine health products has significantly increased from 0.01% in 2019 to 4.79% in 2023, indicating growing consumer acceptance [6] New Energy and Solid-State Batteries - The solid-state battery industry has reached a critical point of industrialization, with CATL clarifying its mass production path and overcoming key scientific challenges [6][7] - Solid-state batteries are expected to significantly enhance lithium battery performance, with various segments of the supply chain poised to benefit [7] - Key materials and equipment for solid-state batteries are experiencing increased demand, with a focus on high-pressure equipment and advanced materials [7] Investment Products - Relevant investment products in the traditional Chinese medicine sector include the Chinese Medicine ETF (159647) and various fund linkages [6] - In the new energy sector, investment products such as the New Energy ETF (588830) and associated fund linkages are highlighted [7]