集体大涨,超8%!A股这一方向爆发
Zhong Guo Zheng Quan Bao·2025-10-29 11:59

Group 1: Market Performance - On October 29, the new energy sector experienced a surge, with energy storage-related ETFs hitting the limit up, and photovoltaic-themed ETFs collectively rising, with the photovoltaic ETF leading the gains, all exceeding 8% [1][4] - The A-share market continued to rise, with the Shanghai Composite Index stabilizing above 4000 points and the ChiNext Index increasing nearly 3%, reaching a nearly four-year high [4] - The leading photovoltaic ETF (560980) surged by 7.90%, with a trading volume exceeding 1 billion yuan, and has increased over 46% year-to-date, outperforming its peers [4] Group 2: ETF Activity - Bond ETFs were actively traded, with eight ETFs, including short-term bond ETFs and Hong Kong securities ETFs, each exceeding 10 billion yuan in trading volume [2][9] - Several broad-based index ETFs attracted significant capital inflow on October 28, including the CSI 300 ETF and the SSE 50 ETF [3][11] - The largest battery ETF (159755) rose over 3%, with a recent scale exceeding 16.4 billion yuan and a net inflow of over 3.3 billion yuan in the past month, providing efficient tools for investors in the green energy sector [4][5] Group 3: Sector Highlights - The photovoltaic sector's performance was bolstered by a 31.79% month-over-month increase in new photovoltaic installations in China, totaling 9.7 GW in September [4] - The environmental protection and carbon neutrality ETFs also saw gains exceeding 3%, aligning with the current trend of energy structure transformation [5] - The rare metals and materials ETFs both rose over 3%, benefiting from strong demand in the new energy vehicle and high-end manufacturing sectors [5] Group 4: Bank ETFs - Bank-themed ETFs were among the worst performers on October 29, with declines exceeding 1.9% for several bank ETFs [7][8]