机器人ETF逆势上涨：中央汇金大举增持ETF丨ETF晚报

ETF Industry News - The three major indices experienced fluctuations and declines, with the Shanghai Composite Index down 0.45%, the Shenzhen Component Index down 2.14%, and the ChiNext Index down 2.85. However, several robotics sector ETFs saw gains, including Penghua Robotics ETF (159278.SZ) up 2.30%, E Fund Robotics ETF (159530.SZ) up 2.22%, and Robotics 50 ETF (159559.SZ) up 2.10% [1] - The communication sector saw declines in multiple ETFs, with the Communication Equipment ETF (159583.SZ) down 6.45%, and the AI ETFs from Guotai (159388.SZ) and Huabao (159363.SZ) down 6.21% and 6.14%, respectively [1] - Guoyuan Securities noted that the State Council has released opinions on the deep implementation of the "Artificial Intelligence +" initiative, aiming for significant integration of AI with six key areas by 2027, which is expected to benefit humanoid robots as a natural carrier of AI [1] Central Huijin's ETF Holdings - Central Huijin has significantly increased its holdings in ETFs, with a total value of 1.28 trillion yuan as of the end of June, marking an increase of nearly 23% from the end of last year [2] - In the first half of the year, Central Huijin Asset Management increased its holdings in 12 ETF products, spending over 210 billion yuan, including major ETFs like the SSE 50 ETF and CSI 300 ETF [2] - The "national team" (including Central Huijin, Guoxin Investment, and Chengtong) held approximately 1.30 trillion yuan in A-share ETFs as of June 30, an increase of over 200 billion yuan, representing a growth of about 20% [2][3] Market Performance Overview - The overall performance of ETFs showed varied results, with commodity ETFs performing the best with an average increase of 0.28%, while thematic stock ETFs had the worst performance with an average decline of 1.87% [9] - In terms of sector performance, banking, public utilities, and household appliances ranked highest with daily increases of 1.95%, 0.99%, and 0.91%, while communication, computer, and electronics sectors ranked lowest with declines of 5.73%, 4.06%, and 3.85% [8] Top Performing ETFs - The top-performing ETFs today included Penghua Robotics ETF (159278.SZ) with a gain of 2.30%, E Fund Robotics ETF (159530.SZ) with a gain of 2.22%, and Robotics 50 ETF (159559.SZ) with a gain of 2.10% [11] - The top three ETFs by trading volume were the ChiNext ETF (159915.SZ) with a trading volume of 8.69 billion yuan, the Sci-Tech 50 ETF (588000.SH) with 6.99 billion yuan, and the ChiNext 50 ETF (159949.SZ) with 4.89 billion yuan [14]