Market Overview - The Shanghai Composite Index rose by 1.65% to close at 3875.31 points, with an intraday high of 3875.31 points [1] - The Shenzhen Component Index increased by 3.36% to close at 12979.89 points, reaching a high of 12979.89 points [1] - The ChiNext Index saw a rise of 5.15%, closing at 3053.75 points, with a peak of 3053.75 points [1] ETF Market Performance - The median return of stock ETFs was 2.33% [2] - The highest return among scale index ETFs was from Pengyang CSI Innovation and Entrepreneurship 50 ETF at 7.83% [2] - The highest return in industry index ETFs was from Harvest National Communication ETF at 7.41% [2] - The top-performing thematic index ETF was Yinhua CSI 5G Communication Theme ETF with a return of 10.03% [2] ETF Performance Rankings - The top three ETFs by return were: - Yinhua CSI 5G Communication Theme ETF (10.03%) [4] - Guotai CSI All-Index Communication Equipment ETF (9.99%) [4] - Huaxia CSI 5G Communication Theme ETF (9.98%) [4] - The largest declines were seen in: - Tibet Dongcai CSI Hong Kong-Shenzhen Innovative Drug Industry ETF (-1.95%) [4] - Guotai CSI Hong Kong-Shenzhen Innovative Drug Industry ETF (-1.76%) [4] - Jiao Yin Schroder Shenzhen 300 Value ETF (-1.65%) [4] ETF Fund Flows - The top three ETFs by fund inflow were: - Huaxia Shanghai Stock Exchange 50 ETF (inflow of 1.934 billion) [6] - Southern CSI 500 ETF (inflow of 1.866 billion) [6] - Southern CSI 1000 ETF (inflow of 1.121 billion) [6] - The largest outflows were from: - Harvest Shanghai Stock Exchange Sci-Tech Innovation Board Chip ETF (outflow of 687 million) [6] - E Fund Shanghai Stock Exchange Sci-Tech Innovation Board 50 Component ETF (outflow of 592 million) [6] - Huatai-PB CSI Photovoltaic Industry ETF (outflow of 541 million) [6] ETF Margin Trading Overview - The highest margin buy amounts were: - Huaxia Shanghai Stock Exchange Sci-Tech Innovation Board 50 Component ETF (1.309 billion) [8] - E Fund ChiNext ETF (1.073 billion) [8] - Guotai CSI All-Index Securities Company ETF (605 million) [8] - The largest margin sell amounts were: - Huatai-PB CSI 300 ETF (66.484 million) [8] - Southern CSI 500 ETF (24.061 million) [8] - Huaxia Shanghai Stock Exchange 50 ETF (22.026 million) [8] Institutional Insights - Guosheng Securities noted that the AI-driven computing power expansion cycle is far from over, with strong demand in the optical module industry [9] - Galaxy Securities highlighted that the communication industry benefits from the growth of large intelligent computing centers, with an optimistic outlook for a long-term bull market [10]
通信ETF领涨，机构坚定看好光模块赛道丨ETF基金日报
2 1 Shi Ji Jing Ji Bao Dao·2025-09-12 02:41