Core Insights - The first batch of North Exchange 50 index funds has shown impressive performance, with all eight funds achieving positive returns since their inception, the highest being 66.65% [1][3]. Performance Summary - As of December 5, the average net asset value growth rate of the first eight North Exchange 50 index funds is 41.15%, with the highest at 66.65% [3]. - The strong performance is attributed to the recovery of liquidity discounts in North Exchange stocks and a significant market rebound over the past year [3]. Market Expansion - By the end of Q3 this year, the number of North Exchange 50 index funds has expanded to nearly 30, with a total scale exceeding 12.5 billion, representing a growth of 171.73% since the end of 2022 [4]. - Due to high demand, seven of the first eight funds are currently in a "suspension of large-scale subscriptions" status to maintain stable operations and avoid short-term speculative impacts [4]. Valuation and Growth Potential - The valuation of the North Exchange 50 index has significantly increased due to improved liquidity and the entry of institutional funds, with the current valuation being higher than that of the main board [6][7]. - The North Exchange is rapidly expanding, with the number of listed companies and their market capitalization growing over threefold, and trading volume showing significant increases [7]. Investment Value - The North Exchange 50 index is increasingly representative, consisting of the 50 largest and most liquid stocks from the North Exchange, making it a key indicator of core opportunities [8]. - The index aligns well with national policy support for emerging industries such as electric equipment, computing, and biomedicine, which are expected to drive future performance [8]. - Improved liquidity and fundamental performance are noted, with daily trading volume since 2025 being nearly four times that of the initial two years, indicating smoother capital flows [8].
最高赚超66%,首批北证50成份指数基金三年了
Sou Hu Cai Jing·2025-12-07 14:31