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ETF市场日报 | 稀有金属相关ETF领涨!巴西ETF要来了
Sou Hu Cai Jing· 2025-10-30 07:37
Market Overview - The A-share market experienced a collective pullback, with the Shanghai Composite Index falling below the 4000-point mark, closing down by 0.73% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 24,217 billion [1] Sector Performance - The rare metals sector led the gains, with several ETFs in this category showing positive performance, including a 2.77% increase in the Rare Metals ETF (159608) [2] - Conversely, the innovative drug sector saw significant declines, with the ChiNext 50 ETF (159371) dropping by 9.67% [4][5] Investment Trends - The 20th Central Committee's Fourth Plenary Session emphasized the development of future industries, including quantum technology, biomanufacturing, hydrogen energy, and nuclear fusion, positioning new materials as a key component in supporting sectors like new energy and low-altitude economy [3] - Battery manufacturers are benefiting from dual demand for power and energy storage, with production expected to increase by 10% month-on-month and over 35% year-on-year in October [3] ETF Activity - The Short-term Bond ETF (511360) had the highest trading volume at 372.75 billion [6] - The turnover rate was led by the China-Korea Semiconductor ETF (213310) at 148.58% [8] New ETF Launches - Two Brazilian ETFs, the Huaxia Brazil ETF (159100) and the E Fund Brazil ETF (520870), will begin fundraising, closely tracking the Ibovespa Index, which reflects Brazil's economic performance [9] - The Jiashi Hang Seng Index Hong Kong Stock Connect ETF (520960) is designed for investors looking to access core Hong Kong stocks efficiently [10]