LINGYUN CORPORATION(SH:600480) Sou Hu Cai Jing·2025-08-18 03:37Group 1: Liquidity and Scale of Cash Flow ETF - The cash flow ETF managed by Jiashi has a turnover rate of 1.72% and a transaction volume of 21.6932 million yuan [2] - As of August 15, the average daily transaction volume over the past week reached 87.7062 million yuan [2] - The latest scale of the cash flow ETF reached 1.263 billion yuan, marking a new high since its inception [2] - In the past week, the cash flow ETF saw an increase of 10.8 million shares, ranking first among comparable funds [2] - Over the last five trading days, the fund attracted a total of 369 million yuan in inflows [2] Group 2: Top Holdings and Market Performance - As of July 31, 2025, the top ten weighted stocks in the Guozheng Free Cash Flow Index account for 57.66% of the index, including SAIC Motor, China National Offshore Oil, Midea Group, and Gree Electric [2] - The performance of these stocks shows mixed results, with SAIC Motor up by 0.22% and China Aluminum down by 2.26% [4] - Recent market signals indicate positive trends, with the A-share market's daily trading volume exceeding 2 trillion yuan for three consecutive days [4] Group 3: Investment Strategy Insights - The core logic of the free cash flow strategy focuses on identifying companies with stable operations and sustainable cash generation capabilities [5] - High free cash flow is a prerequisite for corporate dividends, suggesting a potential for clearer market opportunities as policies are implemented [5] - Investors can also access the cash flow ETF through the Jiashi off-market connection (024574) to capitalize on these opportunities [5]