Group 1 - The core viewpoint indicates that in 2026, top-down initiatives to promote consumption and expand service consumption are expected to be the main focus, with state-owned enterprise (SOE) reform as a key implementation strategy [1] - In 2026, there will likely be significant actions related to SOE reform in consumption sectors, particularly in scenario-based consumption such as tourism and retail, including changes in equity, management, new licenses, and new business models [1] - The Guotai ETF (517090) tracks the FTSE China SOE Open Win Index, which includes 100 constituent stocks, comprising 80 A-shares and 20 Hong Kong stocks, focusing on SOEs under the State-owned Assets Supervision and Administration Commission, aiming to reflect the overall performance of Chinese SOEs with global and sustainable development potential [1]
央企共赢ETF国泰（517090）回调超3%，市场关注国企改革主线叙事
Mei Ri Jing Ji Xin Wen·2026-02-02 07:02