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上证宽基指数产品再迎扩容 多只上证380ETF、上证580ETF上报
Shen Zhen Shang Bao· 2025-06-24 06:45
深圳商报·读创客户端记者 陈燕青 日前,上交所与中证指数公司公布优化上证380指数编制方案,并发布上证580指数。6月16日,上证380 指数优化正式实施,上证580指数发布实时行情。 目前沪市总市值在A股市场占比超六成,相对于A股市场整体,沪市公司具有"蓝筹、硬科技、高分 红"等特征。 证监会官网显示,易方达基金已上报了上证380ETF、上证580ETF,以及两者的联接基金,华夏基金已 上报了上证580ETF及其联接基金。 业内认为,此次上证380ETF、上证580ETF及其联接基金上报,将助力投资者精准布局沪市中盘及小盘 成长型企业,分享不同市值板块的发展红利。同时,产品扩容也标志着上证旗舰宽基指数产品体系进一 步完善,形成覆盖超大盘、大盘、中盘和小盘的全市值布局。 优化后的上证380指数定位"沪市中盘",是沪市中盘新蓝筹的核心代表,精选380只成分股,样本市值中 位数约183.6亿元。本次优化显著提升了指数的代表性、稳定性和行业均衡性。指数编制方案引入了更 严格的流动性筛选和ESG考量,并优化了选样方法。指数优化后,样本覆盖更具代表性,市值覆盖度有 所提升;样本行业分布更加优化均衡,在传统行业、新兴产业 ...
首批新指数ETF上报,两大公募巨头出手!
券商中国· 2025-06-23 14:45
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 ...
超级巨头大动作!华夏、易方达基金出手 申报上证580ETF等产品
Zhong Guo Ji Jin Bao· 2025-06-23 10:44
Core Viewpoint - The expansion of the Shanghai Stock Exchange's flagship broad-based index system has led to the introduction of new ETFs, providing investors with additional tools to capture opportunities in small-cap and mid-cap growth stocks [1][4]. Group 1: New ETF Introductions - On June 23, 2023, Huaxia and E Fund filed for the Shanghai 580 ETF and Shanghai 380 ETF, along with their respective ETF linked funds, allowing investors to focus on small-cap growth opportunities and mid-cap new blue chips [1][4]. - The Shanghai 580 ETF tracks the newly introduced Shanghai 580 Index, which aims to reflect the overall performance of small-cap stocks in the Shanghai market [4][5]. Group 2: Characteristics of the Shanghai 580 Index - The Shanghai 580 Index is designed to represent small-cap stocks, with approximately 30%, 40%, 50%, and 60% of its components belonging to sectors such as the Science and Technology Innovation Board, specialized and innovative enterprises, private economy, and emerging industries [4][6]. - The index consists of 580 securities selected based on liquidity and ESG criteria, with a median market capitalization of approximately 85 million and an average market capitalization of about 94 million [4][6]. Group 3: Performance of the Shanghai 580 Index - As of June 20, 2023, the Shanghai 580 Index has increased by 48.1% since its base date on December 28, 2018, with an annualized return of 6.46%, indicating strong growth potential for small-cap innovative stocks in the Shanghai market [6]. Group 4: Introduction of the Shanghai 380 Index - E Fund has also reported the Shanghai 380 ETF, which focuses on mid-cap new blue chips, selecting 380 constituent stocks with a median market capitalization of approximately 183.6 million [8]. - The optimized Shanghai 380 Index is characterized by stability, industry balance, and a focus on emerging industries, making it a valuable investment tool for capturing mid-cap growth opportunities [8]. Group 5: Overall Index System Upgrade - The introduction of the Shanghai 580 Index and the optimization of the Shanghai 380 Index represent a significant upgrade to the Shanghai flagship broad-based index system, creating a clear hierarchy of indices: Shanghai 50 (large-cap), Shanghai 180 (large-cap), Shanghai 380 (mid-cap), and Shanghai 580 (small-cap) [8].
多只上证380ETF、上证580ETF与联接基金上报 易方达、华夏率先布局
news flash· 2025-06-23 09:14
Core Viewpoint - The expansion of ETF offerings in China is aimed at providing investors with more diversified asset allocation options through the introduction of new indices and funds [1] Group 1: ETF Expansion - E Fund has submitted applications for the Shanghai 380 ETF, Shanghai 580 ETF, and their corresponding linked funds [1] - Huaxia Fund has also submitted applications for the Shanghai 580 ETF and its linked funds [1] - The Shanghai Stock Exchange and China Securities Index Company have announced an optimization plan for the Shanghai 380 Index and released real-time data for the Shanghai 580 Index [1] Group 2: Investment Tools - The optimization of the Shanghai 380 Index officially took effect on June 16, and the Shanghai 580 Index has been launched [1] - The new ETFs and linked funds will enrich the flagship broad-based index system, providing a comprehensive range of investment tools for investors [1] - The flagship broad-based index system now includes the Shanghai 50, Shanghai 180, Shanghai 380, and Shanghai 580 indices, covering large, medium, and small-cap stocks [1]