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ETF市场日报 | 稀土板块集体领涨!创新药相关ETF连续回调
Sou Hu Cai Jing·2025-08-07 07:34

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index reaching a new high for the year, closing up by 0.16%, while the Shenzhen Component Index and the ChiNext Index fell by 0.18% and 0.68% respectively [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.8255 trillion yuan [1] ETF Performance - The top-performing ETF was the Rare Earth ETF managed by E Fund (159715), which rose by 3.50%, followed by other rare earth ETFs with gains exceeding 3% [2] - The innovation drug sector experienced a decline, with the top ETF in this category, the Innovation Drug ETF managed by Huatai-PB, falling by 3.09% [5] Industry Insights - The global trade environment is changing, with the U.S. imposing a 25% tariff on Indian goods in response to India's import of Russian oil. Germany plans to establish a 100 billion euro fund focusing on key raw materials to ensure supply chain security [3] - The non-ferrous metals sector is expected to see continued price increases for rare earths and tungsten, supported by orderly competition in the energy metal industry [3] - The innovation drug sector is witnessing breakthroughs in payment mechanisms and internationalization, with over 100 drugs being submitted for inclusion in the national innovation drug catalog and a significant increase in BD transactions [5] Trading Activity - The Short-term Bond ETF (511360) had the highest trading volume at 24.789 billion yuan, followed by the Yinhua Daily Profit ETF (211880) and the Huabao Tianyi ETF (211990) with volumes exceeding 20 billion yuan [6] - The 5-Year Local Government Bond ETF (511060) had the highest turnover rate at 223%, indicating strong trading activity in this segment [7] New Listings - The Sci-Tech 200 ETF (589200) is set to launch, tracking the Sci-Tech 200 Index, which focuses on small-cap, liquid stocks from the Sci-Tech board, highlighting the development of China's capital market [8]