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 05:57

Core Viewpoint - The trading activity of semiconductor-related ETFs has significantly decreased, while defensive ETFs in sectors like alcohol, coal, and consumer goods have maintained higher trading volumes [1] Group 1: ETF Trading Activity - The only semiconductor-related ETF with significant trading volume is the Sci-Tech Chip ETF (588200), which had a half-day trading amount of 1.515 billion [1] - Defensive ETFs such as alcohol, coal, and consumer-related ETFs maintained half-day trading amounts above 500 million [1] - Among cross-border ETFs, only the Hong Kong Securities ETF (513090) exceeded 5 billion in half-day trading volume [1] Group 2: ETF Performance - The Sci-Tech Chip ETF (588200) experienced a price of 2.337 with a decline of 0.89% [3] - The Hong Kong Securities ETF (513090) had a price of 2.212 with a decrease of 0.81% [6] - 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) increasing by 2.35% [7][8] Group 3: Industry Insights - The penetration rate of new energy vehicle sales has increased in the first three quarters of the year, providing strong growth momentum for the overall industry [8] - Continuous high growth in new energy vehicle exports is expected to become a new growth point [8] - The China Securities Hong Kong Stock Connect Automotive Industry Theme Index selects 50 listed companies involved in the automotive industry to reflect the overall performance of automotive stocks within the Hong Kong Stock Connect [9]