行业ETF风向标丨半导体ETF交易热度下滑,5只港股通汽车ETF半日涨幅超2%
Mei Ri Jing Ji Xin Wen·2025-11-11 05:45

Core Insights - The trading volume of semiconductor-related ETFs has significantly decreased, with only the Sci-Tech Chip ETF (588200) exceeding 1.015 billion yuan in half-day trading volume, reaching 1.515 billion yuan [1] - Defensive ETFs such as those related to alcohol, coal, and consumer goods maintained a half-day trading volume above 500 million yuan [1] - The Hong Kong Securities ETF (513090) was the only cross-border ETF to exceed 5 billion yuan in half-day trading volume [1] ETF Trading Activity - The Sci-Tech Chip ETF (588200) had a trading volume of 1.515 billion yuan, with a price of 2.337 and a decline of 0.89% [2] - The Securities ETF (512880) recorded a trading volume of 1.172 billion yuan, with a price of 1.248 and a decline of 0.95% [2] - The Alcohol ETF (512690) had a trading volume of 920 million yuan, with a price of 0.599 and a decline of 0.83% [2] - The Coal ETF (515220) had a trading volume of 817 million yuan, with a price of 1.216 and a decline of 2.56% [2] - The Communication ETF (515880) had a trading volume of 761 million yuan, with a price of 2.642 and a decline of 2.22% [2] - The Semiconductor ETF (512480) had a trading volume of 680 million yuan, with a price of 1.442 and a decline of 0.76% [2] - The Consumer ETF (159928) had a trading volume of 620 million yuan, with a price of 0.844 and a decline of 0.47% [2] Hong Kong Market Performance - The Hong Kong Securities ETF (513090) had a price of 2.212 and a decline of 0.81% [4] - The Hong Kong automotive ETFs saw significant gains, with the Hong Kong Automotive ETF (520600) rising by 2.38% and the Hong Kong Automotive ETF Fund (159237) rising by 2.35% [6] - The automotive sector's growth is driven by increased penetration of new energy vehicles and high export growth, indicating a strong growth potential for the industry [6][7] Index Composition - The CSI Hong Kong Stock Connect Automotive Industry Theme Index includes 50 listed companies involved in the automotive industry, reflecting the overall performance of these companies within the Hong Kong Stock Connect [7] - Major weighted stocks in the index include Xpeng Motors (15.83%), BYD (10.53%), and Geely Automobile (9.87%) [8]