科创板周报科创200投资价值几何？

Market Overview - The Sci-Tech Innovation Board (STAR Market) rose by 2.11% last week, with an average daily trading volume of approximately CNY 110.58 billion, up from CNY 99.10 billion the previous week[10] - The total market capitalization of listed companies on the STAR Market reached CNY 7,609.94 billion, with 580 companies listed as of December 6, 2024[10] Sector Performance - The machinery equipment sector had the highest weekly increase at +5.28%, while the black metal sector saw the largest decline at -5.56%[18] - The overall price-to-earnings ratio (PE) of the STAR Market is 47.99, which is higher than other major boards[12] Investment Insights - The newly launched Sci-Tech 200 Index focuses on small and micro-cap companies, with the highest industry representation in electronics (31.7%), biomedicine (21.4%), and machinery equipment (13.6%)[42] - The PE ratios for the Sci-Tech 200, Sci-Tech 50, and Sci-Tech 100 are 50.83, 55.62, and 47.49 respectively, indicating that the Sci-Tech 200 has a relative advantage in terms of valuation[42] Fund Performance - The thematic funds related to the STAR Market outperformed index funds, with the Silver Hua Sci-Tech thematic fund showing the highest increase at +3.73%[52] - The STAR Market's average turnover rate was 14.46%, lower than that of the North Exchange, Growth Enterprise Market, and Shanghai-Shenzhen Main Board[12] Corporate Actions - Five merger and acquisition activities were reported last week, including Anheng Information's acquisition of 5.33% of Fanshuang Technology and other significant equity purchases[10]