5G通信主题ETF领涨丨ETF基金日报
2 1 Shi Ji Jing Ji Bao Dao·2025-11-26 02:57

Market Overview - The Shanghai Composite Index rose by 0.87% to close at 3870.02 points, with a daily high of 3882.03 points [1] - The Shenzhen Component Index increased by 1.53% to close at 12777.31 points, reaching a high of 12882.81 points [1] - The ChiNext Index saw a rise of 1.77%, closing at 2980.93 points, with a peak of 3027.83 points [1] ETF Market Performance - The median return of stock ETFs was 0.98%, with the highest return from the E Fund Shanghai Stock Exchange Science and Technology Innovation Board 200 ETF at 2.94% [2] - The highest performing industry index ETF was the GF National Communication ETF, yielding 3.56% [2] - The highest return among thematic ETFs was from the Yinhua CSI 5G Communication Theme ETF at 4.28% [2] ETF Gain and Loss Rankings - The top three ETFs by gain were: - Yinhua CSI 5G Communication Theme ETF (4.28%) - GF CSI Animation Game ETF (4.14%) - Huaxia CSI Animation Game ETF (4.11%) [5][6] - The top three ETFs by loss were: - Huaan National Aerospace Industry ETF (-0.71%) - Penghua CSI National Defense ETF (-0.63%) - Fortune CSI Military Leaders ETF (-0.59%) [5][6] ETF Fund Flow - The top three ETFs by fund inflow were: - Penghua CSI Wine ETF (¥116 million) - Huabao CSI All-Index Securities Company ETF (¥108 million) - GF CSI Media ETF (¥103 million) [7][8] - The top three ETFs by fund outflow were: - E Fund ChiNext ETF (¥2.39 billion) - Southern CSI 1000 ETF (¥1.534 billion) - Huatai-PB CSI 300 ETF (¥1.006 billion) [7][8] ETF Margin Trading Overview - The highest margin buy amounts were for: - E Fund ChiNext ETF (¥511 million) - Huaxia SSE Sci-Tech 50 ETF (¥460 million) - Huatai-PB CSI 300 ETF (¥378 million) [9][10] - The highest margin sell amounts were for: - Huatai-PB CSI 300 ETF (¥54.57 million) - Southern CSI 500 ETF (¥46.89 million) - Southern CSI 1000 ETF (¥14.96 million) [9][10] Industry Insights - Dongguan Securities predicts that the communication industry will experience a period of technological iteration and policy benefits by 2025, with growth driven by AI, quantum communication, and low-altitude economy [11] - Zhongyuan Securities highlights that telecom operators are stable, with an increasing dividend payout ratio expected, making them attractive high-dividend assets [12]