Report Industry Investment Rating No relevant content provided. Core Viewpoints - On August 1, 2025, the Shanghai Composite Index fell 0.37% to 3559.95 points, the Shenzhen Component Index dropped 0.17% to 10991.32 points, and the ChiNext Index declined 0.24% to 2322.63 points. The total trading volume of A-shares in the two markets was 1620.1 billion yuan. The top-performing sectors were environmental protection (0.88%), media (0.82%), and light manufacturing (0.65%), while the worst-performing sectors were petroleum and petrochemicals (-1.79%), national defense and military industry (-1.47%), and steel (-1.26%) [2][6]. Summary by Category Market Overview - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index all declined on August 1, 2025, with trading volume reaching 1620.1 billion yuan. Environmental protection, media, and light manufacturing led the gains, while petroleum and petrochemicals, national defense and military industry, and steel led the losses [2][6]. Stock ETF - The top-traded stock ETFs on August 1, 2025, were Huaxia CSI A500 ETF (down 0.40%, discount rate -0.39%), Southern CSI A500 ETF (down 0.38%, discount rate -0.36%), and Huaxia Shanghai Stock Exchange Science and Technology Innovation Board 50 ETF (down 0.91%, discount rate -1.03%) [3][7]. Bond ETF - The top-traded bond ETFs on August 1, 2025, were Haifutong CSI Short-term Financing ETF (up 0.02%, discount rate 0.01%), Southern CSI AAA Science and Technology Innovation Corporate Bond ETF (up 0.05%, discount rate -0.04%), and Huaxia CSI AAA Science and Technology Innovation Corporate Bond ETF (down 0.02%, discount rate -0.06%) [4][9]. Gold ETF - On August 1, 2025, gold AU9999 fell 0.01%, and Shanghai Gold rose 0.05%. The top-traded gold ETFs were Huaan Gold ETF (up 0.03%, discount rate 0.00%), Boshi Gold ETF (up 0.03%, discount rate -0.00%), and E Fund Gold ETF (unchanged, discount rate -0.02%) [12]. Commodity Futures ETF - On August 1, 2025, Huaxia Feed Soybean Meal Futures ETF rose 0.31% with a discount rate of 0.17%, Jianxin Yisheng Zhengzhou Commodity Exchange Energy and Chemical Futures ETF fell 0.88% with a discount rate of -1.70%, and Dacheng Non-ferrous Metals Futures ETF remained unchanged with a discount rate of -0.38% [13]. Cross-border ETF - The previous trading day saw declines in the Dow Jones Industrial Average, NASDAQ Composite, S&P 500, and German DAX. On August 1, 2025, the Hang Seng Index fell 1.07%, and the Hang Seng China Enterprises Index dropped 0.88%. The top-traded cross-border ETFs were E Fund CSI Hong Kong Securities Investment Theme ETF (down 2.07%, discount rate -1.85%), GF CSI Hong Kong Innovative Drug ETF (down 1.46%, discount rate -1.28%), and Huaxia Hang Seng Technology ETF (down 0.13%, discount rate 0.74%) [15]. Money ETF - The top-traded money ETFs on August 1, 2025, were Yin Hua Ri Li ETF, Hua Bao Tian Yi ETF, and Money ETF Jianxin Tian Yi [17].
宏信证券ETF日报-20250801
Hongxin Security·2025-08-01 09:02