ETF市场日报 | 机器人、银行相关ETF领涨！港股资产配置价值备受机构关注

Group 1: ETF Performance - The leading ETF in terms of growth is the Robot ETF Penghua (159278), which increased by 2.30% [1] - Other notable performers include the Robot ETF E Fund (159530) with a 2.22% increase and the Robot 50 ETF (159559) with a 2.10% increase [1] - The banking sector ETFs also showed positive performance, with the Bank ETF Tianhong (515290) rising by 1.96% [1] Group 2: Robotics Sector Performance - In the first half of 2025, the robotics sector achieved a total revenue of 288.83 billion yuan, reflecting a year-on-year growth of 13.81% [2] - Out of 120 companies in the robotics sector, 106 reported profits, resulting in a net profit of 21.62 billion yuan, which is a 13.72% increase year-on-year [2] - In Q2 2025, the sector's revenue reached 153.24 billion yuan, with a year-on-year growth of 14.65% [2] Group 3: Banking Sector Outlook - The banking sector is expected to see a resurgence in excess returns as macro liquidity approaches its peak [2] - Long-term fiscal spending is gradually optimizing towards subsidies in areas such as education and child-rearing, which is expected to benefit both demand and supply in the banking sector [2] Group 4: ETF Trading Activity - The China-Korea Semiconductor ETF (513310) had the highest turnover rate at 289.93% [4] - Other ETFs with significant turnover rates include the S&P Consumer ETF (159529) at 194.12% and the 5-Year Local Bond ETF (511060) at 186.18% [4][5] Group 5: New ETF Launches - Upcoming ETFs include the Southbound Hong Kong Innovation Drug ETF (159297) and the Guotai Hong Kong Automotive ETF (520720), focusing on innovative drug development and the automotive industry, respectively [6] - The Hong Kong Stock Connect Technology ETF (159101) targets major tech companies and is suitable for investors looking to capture growth in the tech sector [7] Group 6: Hong Kong Market Performance - The Hong Kong market has shown strong performance, with the Hang Seng Index and Hang Seng Tech Index rising by 27.70% and 29.79% year-to-date, respectively [8] - Significant inflows from foreign institutions have been noted, with approximately 67.7 billion HKD entering the market from May to July [8]