ETF市场日报 | 科创芯片集体走强！稀土板块回调显著

Market Performance - Major A-share indices collectively rose, with the Shanghai Composite Index achieving a seven-day winning streak and reaching a new high for the year, closing up 0.50% [1] - The Shenzhen Component Index increased by 0.53%, the ChiNext Index rose by 1.24%, and the STAR 50 Index gained 1.91% [1] - The trading volume in the Shanghai and Shenzhen markets approached 1.9 trillion yuan, showing a slight increase compared to the previous day [1] Sector Performance - The Kweichow Moutai ETF (588810) led the gains with an increase of 4.37%, while several other technology-related ETFs also saw gains exceeding 3% [2] - The semiconductor sector is highlighted, with companies like 澜起, 豪威, and 海光 reporting strong performance driven by AI demand and domestic substitution, showing revenue and net profit growth year-on-year [2] - The global semiconductor market reached a size of $346 billion in the first half of 2025, reflecting an 18.9% year-on-year growth, indicating strong industry momentum [2] ETF Activity - The Silver Hua ETF (511880) recorded the highest trading volume at 19 billion yuan, with other ETFs like the Hong Kong Securities ETF (513090) and Short-term Bond ETF (511360) also exceeding 10 billion yuan in trading volume [5] - The turnover rate for the 5-Year Local Bond ETF (511060) was the highest at 127.94%, followed by the China-Korea Semiconductor ETF (513310) and the Hang Seng Innovation Drug ETF [5] New ETF Launches - A new product, the Huatai-PineBridge General Aviation ETF (563320), will start fundraising, tracking the China General Aviation Theme Index, which includes 50 companies in the aviation materials and manufacturing sectors [6] - The China A50 Enhanced ETF by E Fund will be listed tomorrow, combining passive index tracking with active management strategies to seek excess returns while maintaining the advantages of traditional ETFs [7]