Venture(US:VEMLY) Xin Lang Ji Jin·2025-09-05 05:27Core Viewpoint - The dual innovation leading ETF (588330) has shown significant growth, reflecting the high elasticity of the index that encompasses high-growth leaders from the ChiNext and STAR Market, with a cumulative increase of 59.27% since its low point on April 8, 2025, outperforming various benchmark indices [3][4]. Group 1: Market Performance - The dual innovation leading ETF (588330) experienced a price surge of over 4.2% during trading, with a current increase of 3.83% and a trading volume exceeding 610 million yuan [1]. - Key sectors driving the performance include batteries, photovoltaics, semiconductors, and optical modules, with notable gains from companies such as Xian Dai Intelligent (up nearly 16%) and JinkoSolar (up over 13%) [1]. Group 2: Sector Analysis - In the power equipment sector, energy storage is expected to exceed expectations, with a positive outlook on the domestic market and a recovery in overseas shipments [5]. - The semiconductor sector is showing improved profitability, with a decrease in inventory turnover days and an overall enhancement in asset turnover efficiency [5]. - The medical device sector is anticipated to reach a turning point in Q3 2025, driven by innovation and global expansion despite short-term challenges from cost control measures [6]. Group 3: Investment Characteristics - The dual innovation leading ETF (588330) features a diversified portfolio of 50 large-cap strategic emerging companies from the ChiNext and STAR Market, focusing on high-growth sectors such as renewable energy, semiconductors, and medical devices [8]. - The ETF is positioned as a high-elasticity tool for capturing technology market trends, with a lower investment threshold compared to direct investments in individual stocks [8].