Xin Lang Cai Jing·2025-08-13 02:11Core Insights - The Shanghai-Shenzhen 300 Index has shown a positive trend, with a 0.38% increase as of August 13, 2025, and notable gains in constituent stocks such as Pengding Holdings (up 8.66%) and Huadian Shares (up 8.08%) [1][3] Market Performance - The Shanghai-Shenzhen 300 ETF recorded a trading volume of 82.8591 million yuan during the session, with an average daily trading volume of 1.106 billion yuan over the past year [3] - The ETF's scale has increased by 7.419 billion yuan over the last three months, and its shares have grown by 2.542 billion over the past six months [3] - The net value of the ETF has risen by 27.58% in the past year, with the highest monthly return reaching 25.64% since its inception [3] Investment Strategy - East Wu Strategy suggests that the upward trend of the market is solidified by liquidity, with expectations of a gradual bull market due to improved capital market positioning and ongoing policy support [3] - The combination of "anti-involution + major infrastructure" policies is expected to optimize supply-demand dynamics, leading to stabilization and improvement in overall profitability and return on equity (ROE) [3] Top Holdings - As of July 31, 2025, the top ten weighted stocks in the Shanghai-Shenzhen 300 Index include Kweichow Moutai, CATL, Ping An Insurance, and others, collectively accounting for 21.88% of the index [4][6] - The weightings of the top stocks are as follows: Kweichow Moutai (4.19%), CATL (3.15%), and Ping An Insurance (2.83%) [6] Investment Access - Investors without stock accounts can access core A-share assets through the Shanghai-Shenzhen 300 ETF linked fund (160724) for low-cost entry [6]