格隆汇1月12日｜据中国基金报，近期，港交所发布最新调整的"ETF通"名单。根据最新名单，1月19 日，将有54只上交所上市的ETF正式纳入北向沪股通，同时还有44只深交所上市的ETF纳入北向深股 通，另外还有7只ETF被暂时移出陆股通。届时，"ETF通"的全部产品数量将由273只扩容至364只，增幅 超过三成。更为引人关注的是，刚刚过去的2025年，北向资金通过"ETF通"投资内地资本市场的资金量 达到8165.82亿元，创下"ETF通"开通以来年度历史新高。多位业内人士认为，越来越多的ETF标的纳入 互联互通，有望进一步提升两地ETF市场的活力和流动性，推动两地ETF市场发展。 ...

ETF互联互通标的近日迎来新一轮大扩容，1月9日，港交所公告称，将有54只上交所上市的ETF纳入北向沪股通，将有44只深交所上市的ETF纳入北向深股 通，1月19日生效。此次扩容后，"ETF通"的全部产品数量将扩容至360只以上，增幅超过三成，其中A500ETF易方达（159361）等25只跟踪中证A500指数的 产品首次被纳入。 截至收盘，中证A500指数上涨1.1%，中证A100指数上涨0.4%，中证A50指数上涨0.1%。 每日经济新闻 ...

多位业内人士认为，越来越多的ETF标的纳入互联互通，有望进一步提升两地ETF市场的活力和流动 性，推动两地ETF市场发展。 98只产品即将纳入"ETF通" 涵盖中证A500ETF、卫星ETF等品种 ETF互联互通再迎新力军加盟。 近期，据港交所网站披露，54只上交所上市的ETF将于1月19日正式纳入沪股通。 | 滬股通證券名單更改 | | | | | | --- | --- | --- | --- | --- | | | | 以當時的名稱及股份編號顯示,沒有追溯調整。資料來源：香港交易所 | | | | | 更新日期：2026年1月9日 | | | | | 數目 | 上交所股份 編號 | 名詞 | 更改 | 生效日期 | | 1 | 510320 | 300中金 | 加入 | 19/01/2026 | | 2 | 512080 | A500中金 | 加入 | 19/01/2026 | | 3 | 516630 | 臺計算50 | 加入 | 19/01/2026 | | 4 | 562080 | 自由現金 | 加入 | 19/01/2026 | | 5 | 562570 | 信創ETF | 加入 | 19/01 ...

【导读】 98 只产品纳入， ETF 互联互通开年大扩容 中国基金报记者 若晖 新年伊始， ETF 互联互通迎来开年首次大扩容。 近期，港交所发布最新调整的 "ETF 通 " 名单。根据最新名单， 1 月 19 日，将有 54 只上 交所上市的 ETF 正式纳入北向沪股通，同时还有 44 只深交所上市的 ETF 纳入北向深股 通，另外还有 7 只 ETF 被暂时移出陆股通。届时， "ETF 通 " 的全部产品数量将由 273 只 扩容至 364 只，增幅超过三成。 更为引人关注的是，刚刚过去的 2025 年，北向资金通过 "ETF 通 " 投资内地资本市场的资 金量达到 8165.82 亿元，创下 "ETF 通 " 开通以来年度历史新高。 | च | 562080 | 自由現金 | 加入 | 19/01/2026 | | --- | --- | --- | --- | --- | | 5 | っ62570 | faritir | 加入 | 19/01/2026 | | b | 563500 | A500主章 | 加入 | 19/01/2026 | | 1 | 563860 | A500萬富 | 加人 | 19 ...

ETF互联互通标的迎来新一轮重要扩容。2026年1月9日，港交所公告称，北向沪股通共有54只ETF调 入、北向深股通共有44只ETF调入。据悉，此次扩容将于2026年1月19日起正式生效，扩容后，"ETF 通"数量将超300只。 跟踪中证A500指数的相关ETF成为本次纳入的亮点。根据港交所信息，在此次新增标的中，华泰柏瑞基 金旗下的A500ETF华泰柏瑞（563360）是仅有的目前规模超450亿元的产品。该ETF紧密跟踪的中证 A500指数采取"行业中性+市值选样"的筛选方式，优选中证三级行业龙头公司，覆盖35个中证二级行业 和89个中证三级行业，较好表征了A股核心资产整体表现，或是助力把握A股整体机遇的便捷、高效工 具。 交易所数据显示，A500ETF华泰柏瑞（563360）最新规模499.36亿元，在所有跟踪中证A500指数的ETF 中规模居首；今年以来日均成交额达152.40亿元，在同类产品中展现出一定的规模与流动性优势。除此 之外，A500ETF华泰柏瑞（563360）拥有全方位低费率结构，管理费率、托管费率分别为0.15%/年和 0.05%/年，均为当前A股市场权益类指数产品中的最低一档费率结构， ...

Core Viewpoint - The strategic cooperation agreement between Huatai Asset Management Hong Kong and Korea Investment Management aims to enhance the ETF market in Hong Kong, facilitating cross-border investment opportunities and reinforcing Hong Kong's position as a global financial hub [1][2]. Group 1: Strategic Cooperation - Huatai Hong Kong will serve as the core platform for launching various ETF products, with KIM acting as a strategic partner throughout the product lifecycle, from design to market promotion and portfolio management [1][2]. - The collaboration is expected to create richer overseas asset allocation channels for mainland Chinese investors and build a bridge for foreign capital entering the mainland market [1]. Group 2: Market Impact - The partnership aligns with China's 14th Five-Year Plan, which emphasizes enhancing Hong Kong's international financial center status and supporting its development as an international innovation and technology hub [1]. - This cooperation will contribute to increasing product diversity and international influence in the Hong Kong market, further solidifying its role as a key node in global asset allocation [1]. Group 3: Company Profiles - Huatai is recognized as a leading comprehensive asset management company in China, with a strong foundation in active equity, passive investment, and fixed income, managing assets worth 1.4 trillion RMB as of September [2]. - KIM, one of South Korea's top three ETF management firms, has a significant market presence with an asset management scale of 400 billion RMB as of November 11, focusing on opportunities in AI, digital economy, and smart industry [3]. Group 4: International Expansion - Huatai has been actively promoting international business development through its subsidiaries in Hong Kong, the U.S., and Singapore, covering various overseas markets in Asia-Pacific, the Americas, Europe, and the Middle East [3]. - The ongoing financial opening and the gradual improvement of the ETF interconnectivity mechanism have led Huatai to collaborate with several leading overseas asset management institutions, developing ETF products linked to long-term viable indices in various international markets [3].

Core Viewpoint - The "Southbound ETF Connect" is expanding with the addition of 6 new ETFs, increasing the total from 17 to 23, effective from November 10, 2023, enhancing product diversity and including non-Hong Kong stock assets for the first time [1][2][3]. Group 1: Expansion Details - The new ETFs added include 工银南方中国, 南方恒生生科, 招商恒生科技, 南方港股通, 南方东西精选, and 南方港美科技, which will broaden the investment options available to investors [2]. - The 南方东西精选 ETF includes high-dividend stocks listed on the Hong Kong Stock Exchange and top U.S. large-cap stocks based on free cash flow yield [2]. - The 南方港美科技 ETF tracks top technology companies in both Hong Kong and the U.S., including major players like Alphabet, Amazon, and Apple [2]. Group 2: Market Impact - Since the launch of the ETF Connect in July 2022, the average daily trading volume for the Southbound ETF Connect has exceeded 4.2 billion HKD, with a year-on-year increase of 128% [3]. - The expansion is expected to enhance product selection for investors, facilitating more efficient asset diversification in Hong Kong [3][4]. - The Southbound ETF Connect offers advantages such as longer trading hours, T+0 trading, and lower premium rates due to a mature market-making system [4]. Group 3: Future Outlook - The inclusion of U.S. stock assets in the ETFs allows investors to access global core assets with lower barriers, promoting risk diversification and encouraging product innovation [5]. - The Southbound ETF Connect is anticipated to continue growing in terms of product quantity and structure as cross-border investment opportunities expand [4].

Core Insights - The "Southbound ETF Connect" is expanding, with 6 new products being added to the list, increasing the total from 17 to 23 [1][7] - The total number of products under the "ETF Connect" will rise from 265 to 271 [1] Group 1: Expansion Details - The new ETFs will officially be included in the Southbound ETF Connect starting November 10 [2] - The newly added ETFs include products from two institutions: Southern Asset Management and China Merchants Securities Asset Management [7] - The new ETFs cover a diverse range of asset classes, including those that are not solely Hong Kong stocks, marking a significant development in the product offerings [7][8] Group 2: Market Performance - The average daily trading volume of the Southbound ETF Connect has exceeded 4.2 billion HKD, reflecting a year-on-year increase of 128% [9][10] - The Southern Asset Management's Hang Seng Technology Index ETF has a market share of 90% among all Southbound ETFs, indicating its popularity and strong capital attraction [10] Group 3: Advantages of Southbound ETF Connect - The Southbound ETF Connect offers significant advantages, such as longer trading hours, T+0 trading support, and a lack of price limits, enhancing capital efficiency for investors [10] - The program utilizes the Hong Kong Stock Connect quota, which is relatively ample, and benefits from a mature market-making system that keeps premium rates low [10]

Core Viewpoint - The "Southbound ETF Connect" is expanding, with 6 new products being added, increasing the total from 17 to 23 ETFs, enhancing investment options for investors in the Hong Kong and mainland markets [2][4][8]. Group 1: Expansion Details - On October 31, the Shanghai and Shenzhen Stock Exchanges announced the adjustment list for the "Southbound ETF Connect," effective from November 10 [2][4]. - The total number of ETFs under the "ETF Connect" will increase from 265 to 271 [2]. - The newly added ETFs include products from two institutions, with five from Southern Eastern and one from China Merchants Securities Asset Management [8][11]. Group 2: New Products Overview - The new ETFs include: - 工银南方中国 (ICBCCSOPCHINA) - 南方恒生生科 (CSOP HSBIOTECH) - 招商恒生科技 (CMS HS TECH) - 南方港股通 (CSOP HKCNCON) - 南方东西精选 (CSOP EWSELECT) - 南方港美科技 (CSOP HKUSTECH) [6][7]. - Notably, the Southern Eastern FTSE East-West Select ETF and Southern Eastern Hang Seng US Technology ETF include non-Hong Kong assets for the first time [8]. Group 3: Market Performance - The average daily trading volume of the "Southbound ETF Connect" exceeded HKD 4.2 billion, marking a year-on-year increase of 128% [9][10]. - Since the launch of the "ETF Connect" in July 2022, trading activity has been robust, with the investment scope expanding to include eligible ETFs [10]. Group 4: Advantages of Southbound ETF Connect - The Southbound ETF Connect offers significant advantages, including longer trading hours, T+0 trading support, and a mature market-making system that results in lower premium rates [11]. - The ongoing deepening of the mutual market access is expected to provide substantial growth opportunities for the number and structure of ETFs in the future [11].

Core Viewpoint - Major Chinese public funds are launching QDII products tracking Brazilian market indices, indicating a growing interest in the South American market due to strong economic ties and investment opportunities [1][2]. Group 1: QDII Products and Market Performance - Two new QDII ETFs, 华夏布拉德斯科巴西伊博维斯帕ETF and 易方达伊塔乌巴西IBOVESPAETF, have been submitted for approval, tracking the Ibovespa index, which reflects the overall performance of the Brazilian stock market [2][3]. - The Ibovespa index has seen a significant increase, rising approximately 18% this year and reaching a historical high of 147,578.39 points on September 30 [4]. Group 2: Strategic Partnerships and Market Expansion - 华夏基金 and 汇添富基金 are collaborating with Bradesco, a major Brazilian asset management company, while 易方达基金 partners with Itaú Asset Management, enhancing their presence in the South American market [3][8]. - Chinese public funds are also exploring opportunities in other South American countries like Chile, leveraging local partnerships to expand their influence and recognition in the region [1][8]. Group 3: Trade Relations and Economic Impact - In 2024, the bilateral trade volume between China and Brazil is projected to reach $188.1 billion, with China being Brazil's largest trading partner for 16 consecutive years [6]. - Brazilian agricultural exports, including beef, corn, soybeans, and coffee, are experiencing strong growth in the Chinese market, further solidifying economic ties [4][6]. Group 4: Future Investment Plans - Companies like 蜜雪冰城 and 瑞幸咖啡 are planning significant investments in Brazil, with 蜜雪冰城 committing to invest at least 4 billion RMB in agricultural procurement over the next 3-5 years [4][5]. - 瑞幸咖啡 aims to purchase a total of 240,000 tons of coffee beans from Brazil between 2025 and 2029, valued at 10 billion RMB [5].