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“含新量”不断提升,创业板ETF易方达(159915)等产品助力把握新兴产业发展机遇
Sou Hu Cai Jing· 2026-01-21 10:53
截至收盘,创业板中盘200指数、创业板成长指数均上涨0.6%,创业板指数上涨0.5%。 工信部今日表示,近年来,一批"含新量"高的创新成果竞相涌现。实验室里的"好点子"源源不断转化为生产线上的"好产品"。钙钛矿材料、永磁材料、动力 电池等技术处于国际先进水平,新型网络、高速通信、先进计算、新兴软件、区块链等技术加快迭代,基于新型量子技术的原子钟、磁力仪等样机研制成 功,超导量子计算机、光量子计算机实现量子优越性。 1乡指数 创业板成长ETF易方达 跟踪创业板成长指数 该指数由创业板中成长风格突 出、业绩增长较高、预期盈利 较好、流动性好的50只股票组 成,通信、电力设备、电子、 计算机、医药生物行业合计占 比近85% 该指数; 0-6 注1:"该指数"指各上述基金产品具体跟踪的指数。数据来自Wind,指数涨跌幅截至2026年1月21日4 润,该估值指标和企业盈利紧密相关,适用于盈利相对稳定且受周期影响较小的行业。估值分位指该打 日至2026年1月20日。创业板指数2010年6月1日发布,创业板中盘200指数2023年11月15日发布,创业材 注2:银行、互联网平台等相关销售机构提供可场外投资的ETF联接基金。 ...
1月21日生物经济(970038)指数涨0.3%,成份股迪安诊断(300244)领涨
Sou Hu Cai Jing· 2026-01-21 10:40
证券之星消息,1月21日,生物经济(970038)指数报收于2249.37点,涨0.3%,成交272.77亿元,换手 率2.27%。当日该指数成份股中,上涨的有28家,迪安诊断以5.59%的涨幅领涨,下跌的有22家,康弘药 业以1.78%的跌幅领跌。 生物经济(970038)指数十大成份股详情如下: | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000021 | 深科技 | 1.87亿 ﮯ | 3.06% | -9441.13万 | -1.55% | -9272.83万 | -1.52% | | 300142 | 沃森生物 | 6444.78万 | 8.62% | -3115.26万 | -4.16% | -3329.52万 | -4.45% | | 000930 | 中粮科技 | 5427.62万 | 9.84% | 491.65万 | 4 0.89% | -5919.27万 | -10.73% | | 002 ...
A股平均股价14.68元 33股股价不足2元
按最新收盘价计算,A股均价为14.68元,不足2元的个股共有33只,股价最低的是*ST长药,最新收盘 价为0.64元。 证券时报·数据宝统计显示,截至1月21日收盘,沪指报收4116.94点,A股平均股价为14.68元,从个股股 价分布看,高价股及低价股数量在A股市场总体占比相对较少。 低价股中,股价低于2元的共有33只,最低的是*ST长药,最新收盘价为0.64元,其次是*ST奥维、*ST 立方,最新收盘价分别为0.81元、0.96元。特征来看,股价低于2元个股中,共有8只ST股上榜,占比为 24.24%。 市场表现方面,上述低价股中,今日上涨的有10只,涨幅居前的有*ST长药、*ST立方、*ST金科,分别 上涨20.75%、20.00%、1.37%。下跌的有19只,跌幅居前的有东通退、*ST奥维、永泰能源,跌幅分别 为6.52%、4.71%、1.20%。(数据宝) 低价股排名 | 代码 | 简称 | 最新收盘价(元) | 日涨跌幅(%) | 日换手率(%) | 市净率(倍) | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 300391 | *ST长药 ...
ETF 及指数产品网格策略周报(2026/1/20)
华宝财富魔方· 2026-01-21 08:39
Core Viewpoint - The article discusses the potential investment opportunities in various ETFs, particularly focusing on the Hong Kong stock market and sectors such as pharmaceuticals, entertainment, and finance, driven by favorable economic conditions and government policies [3][4][5][8][11]. Group 1: Hong Kong Stock Market ETFs - The Hong Kong Stock Connect 50 ETF (159712.SZ) is expected to see a net buy of 1,404.84 billion HKD from southbound funds in 2025, a 73.89% increase from 2024, indicating strong inflows into the Hong Kong market [3]. - This ETF tracks the CSI Hong Kong Stock Connect 50 Index, covering over 57% of the market capitalization of Hong Kong stocks, balancing traditional and new economy sectors [4]. Group 2: Pharmaceutical Sector ETFs - The Hang Seng Pharmaceutical ETF (159892.SZ) is positioned to benefit from lower financing costs for pharmaceutical companies due to the Federal Reserve's interest rate cuts, enhancing their R&D capabilities [5]. - China holds approximately 30% of the global new drug pipeline, with 76 innovative drugs approved in 2025, indicating a robust domestic pharmaceutical industry [5]. Group 3: Entertainment Sector ETFs - The Film and Television ETF (159855.SZ) is anticipated to gain from the upcoming Spring Festival, which may boost market expectations and lead to a short-term rally in the sector [8]. - Government initiatives, such as the "China Film Consumption Year," aim to stimulate cultural consumption, potentially increasing audience engagement and spending in the film industry [8]. Group 4: Financial Sector ETFs - The Securities and Insurance ETF (512070.SH) is expected to benefit from active market trading, with a record turnover of 3.12 trillion RMB on January 9, 2026, positively impacting brokerage and margin financing businesses [11]. - Recent regulatory changes are likely to enhance capital efficiency for leading brokerages and relax investment restrictions for insurance companies, further supporting growth in the financial sector [11].
中证1000ETF(159845.SZ)盘中成交额超80亿,机构表示本轮“牛市”根基依旧牢固
Sou Hu Cai Jing· 2026-01-21 06:36
Group 1 - A-shares indices collectively rose, with the Shanghai Composite Index increasing by 0.29% [1] - The CSI 1000 ETF saw a rise of 0.89%, while other major indices like the SSE 50 and CSI 300 also experienced gains [1] - Among the top 50 weighted stocks in the CSI 1000 ETF, notable gainers included Zhongtung High-tech (+10.00%), Yuntian Lifeng (+8.55%), and Jucheng Co. (+8.10%) [1] Group 2 - The electronic sector rose by 2.71%, while other sectors such as power equipment and pharmaceuticals also showed positive performance [1] - Recent government policies aim to reduce financing costs and lower barriers for private enterprises, addressing the challenges of high financing costs and difficulties in obtaining financing [2] - Analysts suggest that the A-share market retains strong upward momentum due to factors like increased household savings entering the market and a new wave of technological industrial revolution [2]
银华基金李晓星Q4加仓港股互联网和消费股,包括腾讯、阿里等
Group 1 - The core viewpoint of the report indicates that the overall opportunities in the equity market for 2026 outweigh the risks, with AI remaining the main theme of global technological innovation [1] - As of the end of Q4 2025, the stock position of the Silver Hua Xinyi fund was 88.55%, a decrease of 4.54 percentage points compared to the end of Q3 2025 [1] - The top ten holdings of the fund as of Q4 2025 include Tencent Holdings, Alibaba-W, SMIC, Meituan-W, Xiaomi Group-W, Focus Media, Shenzhou International, Yili Group, Luzhou Laojiao, and Wuliangye [1] Group 2 - The AI industry is experiencing explosive growth in capital expenditure globally, with domestic internet companies also showing rapid growth in capital spending [2] - The consumer sector is expected to lag in 2025, with consumers remaining cautious and price-sensitive, although there are opportunities in high-quality consumer stocks with attractive dividend yields [2] - The pharmaceutical sector experienced fluctuations in Q4, attributed to previously high market expectations and capital flowing to other popular sectors, but there is a long-term positive outlook for domestic innovative drugs and the CRO/CDMO segments [2]
科创板系列指数集体走强,关注科创50ETF易方达(588080)、科创200ETF易方达(588270)等投资价值
Sou Hu Cai Jing· 2026-01-21 05:08
Core Viewpoint - The news discusses various ETFs tracking the STAR Market indices, highlighting their focus on high-growth sectors such as technology and healthcare, and their respective performance metrics since inception. Group 1: ETF Overview - The STAR Market 50 ETF tracks the STAR Market 50 Index, consisting of 50 large-cap stocks with significant liquidity, primarily in the semiconductor sector, which accounts for over 65% of the index [2] - The STAR Market 100 ETF follows the STAR Market 100 Index, focusing on 100 mid-cap stocks, with over 75% of its composition in electronics, power equipment, and biomedicine [2] - The STAR Market 200 ETF tracks the STAR Market 200 Index, which includes 200 small-cap stocks, with nearly 70% in electronics, biomedicine, and machinery sectors [2] Group 2: Performance Metrics - The STAR Market 50 Index has a rolling price-to-earnings (P/E) ratio of 173.4 times and a valuation percentile of 96.9% since its launch in July 2020 [2] - The STAR Market 100 Index has a rolling P/E ratio of 218.1 times, with a valuation percentile of 89.3% since its launch in August 2023 [2] - The STAR Market 200 Index has a rolling P/E ratio of 350.1 times, reflecting its focus on growth potential in smaller companies [2] Group 3: Growth Focus - The STAR Growth ETF tracks the STAR Growth Index, which includes 50 stocks with high growth rates in revenue and net profit, predominantly in the electronics and communications sectors, which together account for over 65% of the index [3] - The STAR Growth Index has a rolling P/E ratio of 232.3 times and a valuation percentile of 89.3% since its launch in November 2022 [3]
20cm速递|创业板50ETF国泰(159375)涨超1.6%,科技创新主线持续强化
Mei Ri Jing Ji Xin Wen· 2026-01-21 03:04
每日经济新闻 相关机构表示,科技创新主线持续强化,人工智能、智能制造等战略性新兴产业成为推动指数上行 的核心动力。政策层面,"人工智能+"行动首次写入"十五五"规划建议,技术突破与产业应用加速落 地。在资本市场高质量发展框架下,创业板50作为新经济代表指数,将持续受益于科技创新、产业升级 和制度红利的多重驱动。 创业板50ETF国泰(159375)跟踪的是创业板50指数(399673),单日涨跌幅限制达20%,该指数 从创业板市场中选取日均成交额较大的50只证券作为指数样本,聚焦于高流动性、大市值的龙头企业。 行业配置上偏重电力设备及新能源、医药生物、信息技术等新兴成长领域,以反映创业板市场中具备鲜 明成长风格和较高科技创新属性上市公司证券的整体表现。 风险提示:提及个股仅用于行业事件分析,不构成任何个股推荐或投资建议。指数等短期涨跌仅供 参考,不代表其未来表现,亦不构成对基金业绩的承诺或保证。观点可能随市场环境变化而调整,不构 成投资建议或承诺。提及基金风险收益特征各不相同,敬请投资者仔细阅读基金法律文件,充分了解产 品要素、风险等级及收益分配原则,选择与自身风险承受能力匹配的产品,谨慎投资。 (责任编辑: ...
62家科创板公司提前预告2025年业绩
Core Viewpoint - 62 companies listed on the Sci-Tech Innovation Board have provided earnings forecasts for 2025, with 21 companies expecting losses, 20 expecting profit increases, 14 expecting reduced losses, 5 expecting profit declines, and 2 expecting profits [1]. Group 1: Earnings Forecasts - Among the 62 companies, 20 are expected to increase profits, and 2 are expected to be profitable, resulting in a total of 35.48% of companies reporting positive forecasts [1]. - The companies with the highest expected profit growth include Baiwei Storage with a median profit increase of 473.71%, followed by Zhongke Lanyun at 371.51% and Baiaosaitu at 303.57% [1][3]. - Industries with significant profit growth include electronics, machinery, and biomedicine, with 7, 4, and 3 companies respectively showing profit increases of over 50% [1]. Group 2: Stock Performance - Sci-Tech Innovation Board stocks with high earnings growth have averaged a 17.21% increase in stock price this year [1]. - Baiwei Storage has seen the largest stock price increase of 65.85%, followed by Qiangyi Co. and Oke Yi with increases of 45.25% and 30.53% respectively [1]. Group 3: Capital Flow - In terms of capital flow, stocks with significant earnings growth have seen net inflows, with Lankai Technology, Dingtong Technology, and Baiwei Storage receiving net inflows of 569 million, 342 million, and 199 million respectively over the past five days [2]. - Conversely, stocks like Qiangyi Co., Zhongke Lanyun, and Baiaosaitu have experienced net outflows of 185 million, 114 million, and 99.92 million respectively [2].
207家公司获机构调研(附名单)
Summary of Key Points Core Viewpoint - In the past five trading days, a total of 207 companies were investigated by institutions, with notable interest in companies like Haitai Ruisheng, Naipu Mining, and Meihao Medical, indicating a trend of concentrated institutional research activity in specific sectors [1]. Group 1: Institutional Research Activity - 85.51% of the companies investigated had participation from securities firms, with 177 companies being researched by them [1]. - Fund companies conducted research on 160 companies, while private equity firms investigated 91 companies, showing a diverse range of institutional interest [1]. - Haitai Ruisheng received the highest attention with 204 institutions participating in its research, followed by Naipu Mining with 132 institutions [1]. Group 2: Research Frequency and Fund Flow - Tianlu Technology was the most frequently researched company, receiving four institutional investigations, while Suzhou Bank and Binglun Environment were each investigated three times [1]. - Among the stocks with over 20 institutions involved, 15 saw net capital inflows in the past five days, with Hangzhou Bank attracting the most significant net inflow of 508 million yuan [1]. Group 3: Market Performance - Out of the stocks investigated, 31 experienced price increases, with the highest gains seen in Aiko Optoelectronics (34.13%), Dike Co. (26.44%), and Tietuo Machinery (23.29%) [2]. - Conversely, 17 stocks saw declines, with the largest drops in Olin Biology (-13.20%), Aipeng Medical (-12.19%), and Meihao Medical (-11.89%) [2]. Group 4: Earnings Forecasts - Among the stocks investigated, seven companies released earnings forecasts, with four expecting profit increases. Runfeng Co. projected the highest net profit of 1.1 billion yuan, reflecting a year-on-year increase of 144.40% [2].