市场基本面预期改善

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新能源电池主题ETF,大涨
Zhong Guo Zheng Quan Bao· 2025-08-29 14:40
Group 1: ETF Performance - On August 29, the new energy battery-themed ETFs led the market, with the new energy vehicle battery ETF showing a 7.95% increase, ranking first in the performance list [3][4] - Other battery-related ETFs, including Battery 30 ETF and Lithium Battery ETF, also saw significant gains, exceeding 5% [3][4] - In contrast, the Sci-Tech Chip ETFs experienced substantial declines, with the Sci-Tech Chip ETF Boshi dropping by 7.83% [4][6] Group 2: Bond ETF Activity - The short-term bond ETF recorded the highest trading volume on August 29, exceeding 50 billion yuan, while two cross-border ETFs focused on Hong Kong stocks also surpassed 10 billion yuan in trading volume [2][7] - The short-term bond ETF had a trading volume of 53.257 billion yuan, significantly up from the previous day's 32.093 billion yuan [8] - Several bond ETFs attracted significant net inflows, with the convertible bond ETF leading with a net inflow of 1.691 billion yuan on August 28 [9][10] Group 3: Market Outlook - Market expectations are gradually improving, with a certain valuation safety margin still present [11] - The new energy battery sector is gaining strength, supported by favorable policies and an increasing market scale for power batteries [11] - The potential market space for solid-state batteries is highlighted, with expectations for demand growth driven by the development of low-altitude economies [11] Group 4: Fundraising Activities - Several funds, including Boshi Fund and Huian Fund, announced early closure of their fundraising activities on August 29 [12]