ETF午评 | A股再站上4000点，新能源板块领涨，光伏ETF、电网设备ETF涨4%

Market Overview - The three major A-share indices collectively rose in the morning session, with the Shanghai Composite Index increasing by 0.37% to surpass 4000 points, the Shenzhen Component Index rising by 0.9%, and the ChiNext Index up by 1.35% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 1.4342 trillion yuan, an increase of 74.7 billion yuan compared to the previous day [1] - Over 2000 stocks in the market experienced gains [1] Sector Performance - The photovoltaic, lithium battery, and ultra-high voltage industry chains were active, with brokerage stocks seeing a mid-session surge [1] - The non-ferrous metals, quantum technology, battery, and gaming sectors had the highest gains, while the banking, liquor, and semiconductor sectors weakened [1] ETF Performance - The Southern Fund Asia-Pacific Selected ETF rose by 4.2%, with a latest premium/discount rate of 4.78% [1] - The photovoltaic sector led the gains, with Tianhong Fund's Photovoltaic ETF and Huatai-PB Fund's Photovoltaic ETF increasing by 4.18% and 3.97%, respectively [1] - The ultra-high voltage industry chain was active, with the Huaxia Fund's Power Grid Equipment ETF rising by 4% [1] Japanese Market - The Japanese stock market continued to rise by 2%, with the ICBC Credit Suisse Fund's Nikkei ETF increasing by 3.74% and a latest premium/discount rate of 7.52% [1] - The non-ferrous metals sector rebounded, with the China Merchants Fund's Mining ETF and Guotai Junan Fund's Non-ferrous 60 ETF both rising over 3% [1] Semiconductor Sector - The semiconductor sector experienced a pullback, with the Sci-Tech Innovation Semiconductor Equipment ETF and Sci-Tech Innovation Semiconductor ETF both declining by 1.6% [1] - Banking stocks fell, with the Yifangda Bank ETF and Bank ETF both decreasing by 1.4% [1]