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公募近1年翻倍基达104只 头部公司数量最多
Zhong Zheng Wang·2025-08-18 02:13

Group 1 - The Hong Kong non-bank financial sector has shown strong performance due to multiple favorable news catalysts, with the China Securities Hong Kong Stock Connect Non-Bank Financial Theme Index continuing to rise [1] - The Guangfa Fund's Hong Kong Stock Connect Non-Bank ETF (513750) has achieved a remarkable one-year return of 100.65%, effectively doubling its performance [1] - As of August 15, the latest scale of the Hong Kong Stock Connect Non-Bank ETF exceeded 17.1 billion yuan, growing over 20 times since the beginning of the year, making it an efficient tool for capital allocation in the non-bank sector [1] Group 2 - The Hong Kong Innovative Drug ETF (513120) has a year-to-date return exceeding 108% and is the largest innovative drug ETF in the market, with a scale surpassing 19.4 billion yuan [2] - The ETF tracks the China Securities Hong Kong Innovative Drug Index, with over 90% of its component stocks in leading innovative drug companies, indicating strong sector fundamentals [2] - Institutions are optimistic about a structural market trend, with signs of a marginal recovery in consumer and investment willingness among residents, and a significant increase in margin trading balances reflecting rising risk appetite [2]