电子行业涨幅排名市场第二，重仓电子行业的大湾区ETF（512970）投资机会获关注

Core Insights - The China Securities Index for the Guangdong-Hong Kong-Macao Greater Bay Area Development (931000) has shown a positive performance, with a 0.95% increase as of October 9, 2025, and notable gains in constituent stocks such as Shenzhen South Circuit (002916) and Shenzhen Technology (000021) [1][2] Performance Summary - The Greater Bay Area ETF (512970) has increased by 0.26%, with a latest price of 1.54 yuan, and a cumulative increase of 6.52% over the past month as of September 30, 2025 [1] - The ETF has recorded a net value increase of 41.61% over the past two years, with the highest single-month return being 21.99% and the longest consecutive monthly gain lasting five months [1][2] - Average monthly return for the ETF during the rising months is 5.37%, and it has outperformed the benchmark with an annualized excess return of 4.77% over the last six months [1][2] Liquidity and Trading Metrics - The Greater Bay Area ETF had a turnover rate of 0% during intraday trading, with a total transaction value of 308.00 yuan, and an average daily transaction volume of 473,200 yuan over the past week [1] - The ETF's relative drawdown against the benchmark was 0.17% over the past six months, with a recovery period of 79 days [2] Index Composition - The index closely tracks the performance of companies benefiting from the Greater Bay Area development, including a selection of up to 50 Hong Kong market securities, 300 companies from the Shanghai-Hong Kong-Shenzhen market, and 100 mainland market securities [2] - The top ten weighted stocks in the index account for 48.8% of the total weight, with notable companies including Luxshare Precision (002475), BYD (002594), and Ping An Insurance (601318) [3][5]