全市场孤品港股通非银ETF(513750)年内规模增长超21倍,居全市场行业主题ETF第1!
Xin Lang Cai Jing·2025-08-19 03:14

Group 1 - Southbound capital is accelerating its inflow into Hong Kong stocks, with a record net inflow of 35.876 billion HKD on August 15, 2023, bringing the total net inflow for the year to 938.921 billion HKD, surpassing last year's total of 807.869 billion HKD [1] - The non-bank sector in Hong Kong stocks is showing excess return potential due to improved market liquidity and policy support, creating a favorable environment for valuation recovery and earnings growth [1] - The Hong Kong Stock Connect non-bank ETF (513750) has seen a strong increase of 1.52%, achieving a cumulative rebound of 64.81% since its year-to-date low on April 10, 2023, with a total net inflow of 14.066 billion HKD [1] Group 2 - China Ping An has recently increased its stake in China Pacific Insurance and China Life Insurance, marking the first instance of insurance capital acquiring insurance stocks since 2019, indicating a positive trend in the industry [2] - The Hong Kong Stock Connect non-bank ETF (513750) is the first and only ETF tracking the non-bank index, with over 60% of its composition in insurance stocks, and has reached a new high in scale at 17.841 billion HKD, with a year-to-date growth of 2161.21% [2] - The insurance sector's investment value is being recognized, as evidenced by the increase in insurance capital stock allocation, which rose by 250 billion HKD in Q2 2025, reflecting a stable growth trend in the insurance industry's total asset utilization [2]