2025年12月A股新开户数同比激增30%，关注指数回调下A500ETF易方达（159361）配置机遇

Group 1 - The market showed mixed performance on January 8, with sectors like commercial aerospace and brain-computer interfaces continuing to strengthen, while insurance and securities sectors faced declines. The CSI A500 index fell by 0.6% as of 14:30 [1] - In 2025, the cumulative number of new A-share stock accounts reached 27.4369 million, representing a year-on-year increase of 9.75%, marking the highest annual figure since 2022. In December 2025 alone, 2.5967 million new accounts were opened, a month-on-month increase of 9.04% and a year-on-year increase of 30.55%, indicating a significant rise in investor participation [1] - Guotai Junan Securities stated that the upward trend of China's "transformation bull market" is far from over, driven by economic transformation, a decline in risk-free returns, and capital market reforms, which are expected to amplify bullish sentiment and potentially exceed market consensus [1] Group 2 - The CSI A500 index consists of 500 stocks with large market capitalization and good liquidity across various industries, focusing on leading companies in the A-share market while balancing market representation and industry diversity. Emerging industries like information technology and healthcare have a higher weight in the index, achieving a dual drive of "core assets" and "new productive forces" [1] - The E Fund CSI A500 ETF (159361) has seen an average daily trading volume of nearly 6.5 billion yuan over the past month, indicating good liquidity, and it has a management fee rate of only 0.15% per year, which can assist investors in easily packaging representative A-share companies [1]