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沪市旗舰蓝筹再添投资“新工具”,华夏上证180ETF联接基金10月15日正式发行
Zhong Guo Jing Ji Wang·2025-10-15 02:17

Core Viewpoint - In the context of increasing global economic volatility and market uncertainty, there is a rising demand from investors for core assets that provide stable long-term returns. To assist investors in allocating to large-cap blue-chip companies in the Shanghai market, Huaxia Fund officially launched the Huaxia SSE 180 ETF Linked Fund on October 15, 2025, offering a new tool for efficient, convenient, and low-cost participation in the SSE 180 Index investment [1][2]. Summary by Sections Investment Value and Index Optimization - The SSE 180 Index, launched in July 2002, is one of the most representative core indices in China's capital market, consisting of 180 listed companies with good liquidity and large market capitalization. The index underwent a new round of optimization in December 2024, enhancing its representativeness and investment value through liquidity screening, ESG negative screening, and market capitalization screening [1][2]. - The optimized SSE 180 Index showcases three core advantages: 1. More balanced industry distribution, covering various sectors with the largest industry accounting for only 18.83%, effectively diversifying investment risks and reflecting the trend of China's economic transition towards high-end manufacturing and technological innovation [1]. 2. A clearer large-cap style, with stocks over 100 billion in market capitalization accounting for 83% of the index, and 12 stocks exceeding 1 trillion in market capitalization, indicating a concentrated distribution compared to the CSI 300 Index [2]. 3. A high proportion of leading companies, particularly state-owned enterprises, benefiting from state-owned enterprise reforms and stable dividend policies, thus possessing significant long-term investment value [2]. Fund Launch and Features - The newly launched Huaxia SSE 180 ETF Linked Fund aims to track the performance of the SSE 180 Index, providing a low-threshold, high-transparency, and efficient investment channel for off-exchange investors. It offers two classes of shares: Class A (025478) for long-term holding with a subscription fee, and Class C (025479) with no subscription fee, suitable for short-term or flexible allocation needs [3]. - The fund manager, Zhao Zongting, has 17 years of experience in the securities industry and over 8 years in public fund management, currently managing several large-scale index funds [3]. Huaxia Fund's Positioning - As a leading asset management institution in China, Huaxia Fund is one of the earliest companies to develop ETF and linked fund products, with extensive experience in index product management and a strong passive investment team. The launch of the Huaxia SSE 180 ETF Linked Fund further enriches the company's offerings in the mainstream broad-based index sector, providing investors with a robust tool to capture long-term growth opportunities in core assets of the Shanghai market [4].