Core Viewpoint - The approval of the first batch of the Shanghai Stock Exchange 580 ETF and its linked funds, along with the E Fund Shanghai Stock Exchange 380 ETF, provides new investment tools for capturing small-cap growth opportunities and focusing on mid-cap new blue chips [1][2]. Group 1: New Index Products - The newly approved products track the Shanghai Stock Exchange 580 Index and the Shanghai Stock Exchange 380 Index, which, along with the more familiar Shanghai Stock Exchange 50 Index and 180 Index, form a comprehensive index series for investors [1]. - The Shanghai Stock Exchange 580 Index consists of 580 small-cap stocks, reflecting the overall performance of small-cap stocks in the Shanghai market, covering approximately 10% of the total market capitalization of A-shares [1][2]. - The Shanghai Stock Exchange 580 Index has shown strong growth, with a cumulative increase of 56.63% since its inception and an annualized return of 7.39% as of June 30 [1]. Group 2: Characteristics of the Indices - Approximately 30% of the sample weight in the Shanghai Stock Exchange 580 Index belongs to companies listed on the Sci-Tech Innovation Board, and around 40% are specialized and innovative enterprises, indicating a focus on new economic drivers [2]. - The Shanghai Stock Exchange 380 Index, established in 2010, reflects the overall performance of mid-cap stocks and has undergone optimization to enhance its representativeness, stability, and industry balance [2][3]. - The optimized Shanghai Stock Exchange 380 Index includes 380 stocks with a median market capitalization of approximately 1.836 billion, focusing on both traditional and emerging industries [2][3]. Group 3: Investment Value and Market Coverage - The optimized Shanghai Stock Exchange 380 Index is aligned with the direction of economic transformation and upgrade, featuring high-revenue growth and stable profitability companies, with nearly 30% being specialized and innovative enterprises [3]. - Currently, there are only two ETFs tracking the Shanghai Stock Exchange 380 Index, with the newly approved E Fund product being the second [3]. - The Shanghai flagship broad-based index system has been upgraded to include the Shanghai Stock Exchange 50 Index (large-cap), 180 Index (big-cap), 380 Index (mid-cap), and 580 Index (small-cap), covering 1,140 sample securities and approximately 50% of the market [3].

【导读】首批上证 580ETF 、上证 380ETF 及其 ETF 联接基金获批 中国基金报记者 李树超 又有重要 ETF 产品获批！ 7 月 11 日，华夏、易方达基金首批上报的上证 580ETF 、上证 380ETF 及其 ETF 联接基 金获批。 受访机构表示，上证 380 指数聚焦中盘新蓝筹，上证 580 指数捕捉小盘成长机遇，两大指 数填补了上证旗舰宽基指数体系在中小市值公司表征上的空白，投资者布局上证旗舰宽基指 数又添新选择。 又有 ETF 创新产品获批 | 指数回报与风险特征 | | | (最新交易日:2025/07/10) ② | | | | | | | 年化 累计 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 最新 | | 本周 | 本月 | 近一月 | 近三月 | 近一年 | 近三年 | 近五年 | 近十年 | 基日以来 | | 0.41% | | 1.60% | 1.48% | 4.06% | 12.84% | 39.02% | -0.43% | 2.00% | 7.60% | 7.60% ...

新指数一经推出，基金公司立马争相布局。 6月23日晚间证监会官网信息显示，华夏基金和易方达基金同时申报上证580ETF和上证580ETF联接基金。上 证580指数刚于6月中旬发布，是一只聚焦上证小盘股的新指数。同时，刚于近期迎来新一轮优化的上证380指 数，也获得了易方达等公募布局。实际上，这些指数之间并不是独立的，而是有着内在联系。上证580、上证 380，和市场较为熟悉上证50、上证180指数，一起构成了上证规模指数系列。 首批上证580ETF上报 具体看，在本次申报的新ETF中，华夏基金申报的是上证580ETF以及上证580ETF联接基金。易方达基金申报 的是上证380ETF和上证580ETF，以及对应的ETF联接基金。 根据中证指数公司信息，上证580指数是一条刚于6月16日发布的新指数。华夏基金和易方达本次申报的，是首 批两只跟踪上证580指数的ETF。具体看，该指数是从沪市证券中选取市值规模较小、流动性较好的580只证券 作为样本，反映上海证券市场市值较小上市公司证券的整体表现。截至目前，上证580指数成份股的自由流通 市值为2.67万亿元，样本最大自由流通市值为145.26亿元，最小的为6.82 ...