ETF市场日报 | 游戏、电池相关ETF领涨！通信板块回调居前

Market Overview - A-shares showed mixed performance with the Shanghai Composite Index down 0.26%, Shenzhen Component Index up 0.63%, and ChiNext Index up 1.52% as of the market close on September 15, 2025. The total trading volume in the Shanghai and Shenzhen markets reached 22,774 billion [1]. ETF Performance - The Game ETF (159869) led the gains with an increase of 4.38%, followed by other Game ETFs and Film ETFs, all showing significant growth. The Smart Electric Vehicle ETF and Lithium Battery ETF also saw increases, indicating strong interest in these sectors [1]. - Conversely, the Communication sector faced declines, with the Communication ETF down 1.75%, leading the losses among ETFs [3]. Gaming Industry Insights - The gaming market in China experienced rapid revenue growth from January to July, with a total of 1,119 game licenses issued from January to August, marking a 20.8% year-on-year increase. The revenue for July was 29.1 billion yuan, up 4.7% year-on-year, indicating a positive trend in the gaming sector [2]. - The low valuation of the gaming sector, combined with new product launches and favorable regulatory policies, suggests potential for upward correction in the market [2]. Battery and Electric Vehicle Sector - Morgan Stanley highlighted CATL's breakthroughs in the European market, suggesting that its competitive edge will continue, especially as smaller competitors struggle in the energy storage sector. CATL is now considered one of the most attractively valued companies in the industry [2]. ETF Trading Activity - The Short-term Bond ETF (511360) had the highest trading volume at 33.2 billion yuan, followed by other bond ETFs, indicating strong investor interest in fixed-income products [4]. - The turnover rate for the Korean Semiconductor ETF (213310) was notably high at 406.66%, suggesting significant trading activity and interest in this sector [5]. Upcoming ETF Launch - The Huaan Hong Kong Stock Connect Biotechnology ETF (159102) is set to launch, focusing on Hong Kong-listed biotech companies. This ETF is designed for investors looking to capitalize on the long-term growth of the biotech sector, particularly in innovative drugs and aging population trends [8].