Workflow
这类基金,申报激增3.7倍!
中国基金报·2025-07-27 11:46

Core Viewpoint - The number of applications for index funds related to the ChiNext board has surged 3.7 times year-on-year, indicating a significant increase in interest and investment in this sector [1][2]. Group 1: Fund Application and Establishment - As of July 25, 2023, 42 ChiNext-related index funds have submitted registration applications, with 10 successfully established and 12 approved pending issuance [3]. - The total scale of the 10 newly established funds exceeds 2.4 billion, with 6 funds individually surpassing 200 million, compared to less than 620 million for 6 funds established in the same period last year [3]. Group 2: Reasons for Increased Interest - The increase in applications is attributed to two main factors: the optimization of index compilation schemes and the significant recovery of the equity market since September 2022, particularly in the ChiNext sector [4]. - The introduction of ESG negative screening and stock weight limits in the index compilation has enhanced the investability and stability of the "ChiNext series" indices, attracting long-term capital [4]. Group 3: Strategic Configuration Window - The ChiNext board is viewed as a core carrier of new productive forces, with its current low valuation indicating a strategic configuration window [6][7]. - The sectors within the ChiNext board, such as advanced manufacturing, digital economy, and green low-carbon industries, are identified as having substantial growth potential and align with national strategic development directions [7]. Group 4: Investment Opportunities - The ChiNext 50 index, which includes the 50 most liquid leading stocks, focuses on sectors like power equipment and biomedicine, showing higher profitability and return elasticity compared to broader indices [7]. - The ChiNext artificial intelligence index is highlighted for its comprehensive coverage of the AI industry chain, making it an attractive investment tool for those optimistic about AI hardware and applications [8].