Core Viewpoint - China's economy is undergoing structural optimization and industrial upgrading, with policies supporting small and medium-sized enterprises (SMEs) to enhance AI technology and innovation, leading to increased investment value in SMEs [1][2] Group 1: Economic Context - As of the end of 2024, over 140,000 specialized and innovative SMEs have been cultivated in China, with more than 14,600 "little giant" enterprises [1] - The CSI 500 Index, known for its representation of SMEs, has become a focal point for investors looking to capitalize on economic transformation opportunities [1] Group 2: Investment Opportunities - The scale of funds tracking the CSI 500 Index reached 219.126 billion yuan by August 31, 2025, indicating strong market interest [2] - The CSI 500 Index has shifted focus from traditional sectors like finance and consumption to emerging industries such as industrial, information technology, and biomedicine, aligning with national policies on new productivity [1][2] Group 3: Fund Performance - The China Universal Securities CSI 500 ETF Fund has shown a net value growth of 19.43% since its inception, outperforming its benchmark by 12.29 percentage points as of June 30, 2025 [2][3] - The fund employs a full replication strategy, investing at least 90% of its net asset value in the target ETF, which allows it to closely track the index performance [2] Group 4: Fee Structure - The fund's management fee is set at 0.15% per year, and the custody fee is 0.05% per year, which are among the lowest in the industry, reducing long-term holding costs for investors [3][4]
锚定国家战略方向,中银证券中证500ETF联接一键布局“中坚力量”