交运ETF

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交运ETF(561320)涨超1%,铁路货运转型与高速改扩建或驱动行业优化
Mei Ri Jing Ji Xin Wen· 2025-06-20 02:41
交运ETF(561320)跟踪的是运输指数(000945),该指数由中证指数有限公司编制,从A股市场 中选取涵盖航空、海运、公路及铁路运输等交通运输行业的代表性上市公司证券作为指数样本,以反映 运输行业上市公司证券的整体表现。 申万宏源证券指出,铁路货运行业受益于转型物流及运价政策调整,货运量及周转量稳步增长但增 速中枢低位,数智化提升有望优化成本并驱动单位利润改善。高速公路板块客货车流量稳中有增,增速 阶段性趋缓,路产改扩建酝酿新周期,H股估值修复预期较强,A股或向系统性估值重构演绎。高铁客 运量保持稳健增长,但周转量受运距影响增速较弱,客群结构性变化带来稳健预期,估值逻辑或从PE 向DCF切换。物流行业通过AI赋能提升交通效率,传统运筹学与物流流程融合推动"模型治理",领先企 业有望拓展业务版图并提高市占率。 (责任编辑:董萍萍 ) 注:指数/基金短期涨跌幅及历史表现仅供分析参考,不预示未来表现。市场观点随市场环境变化 而变动,不构成任何投资建议或承诺。文中提及指数仅供参考,不构成任何投资建议,也不构成对基金 业绩的预测和保证。如需购买相关基金产品,请选择与风险等级相匹配的产品。基金有风险,投资需谨 慎。 ...
ETF午评:恒生创新药ETF领涨4.29%,大湾区ETF领跌1.49%
news flash· 2025-06-04 03:32
ETF午间收盘涨跌不一,恒生创新药ETF(520500)领涨4.29%,港股通创新药ETF(159570)涨4.16%,港股 创新药ETF(513120)涨4.08%,大湾区ETF(512970)领跌1.49%,物流ETF(516910)跌0.66%,交运 ETF(561320)跌0.62%。 无需港股通,A股账户就能T+0买港股>> ...
5月28日ETF晚报丨多只交通运输板块ETF上涨;4月份券商ETF业务中信证券等头部机构领跑
Sou Hu Cai Jing· 2025-05-28 10:53
ETF Industry News - Major indices experienced fluctuations with the Shanghai Composite Index down 0.02%, Shenzhen Component down 0.26%, and ChiNext down 0.31. Multiple transportation sector ETFs saw gains, including the Logistics Express ETF (516530.SH) up 1.23%, Logistics ETF (516910.SH) up 1.15%, and Transportation ETF (561320.SH) up 0.93 [1] - The logistics industry is expected to maintain rapid growth in 2024, despite a decline in package value and ticket prices due to trends towards smaller packages. Rail passenger volume is projected to grow at a double-digit rate in 2024, while road freight and passenger transport will continue to increase [1] - In the ETF market, as of the end of April, the Shanghai Stock Exchange had 680 ETFs with a total market value of 2.96 trillion yuan and total shares of 1.75 trillion. The Shenzhen Stock Exchange had 467 ETFs with a total market value of 1.09 trillion yuan and total shares of 866.68 billion [3][4] - The top three brokers in terms of ETF trading volume on the Shanghai Stock Exchange in April were Huatai Securities, China Galaxy, and CITIC Securities, with market shares of 10.94%, 8.52%, and 7.94% respectively [4] - The overall performance of ETFs showed that strategy-based ETFs had the best average return of 0.43%, while thematic ETFs had the worst average return of -0.37% [11] - The top three performing stock ETFs for the day were Communication ETF (515880.SH) with a return of 1.42%, 800 Cash Flow ETF (563990.SH) with 1.37%, and 180 Governance ETF (510010.SH) with 1.24% [13] - The top three stock ETFs by trading volume were A500 ETF Fund (512050.SH) with 2.798 billion yuan, A500 Index ETF (159351.SZ) with 2.533 billion yuan, and CSI 300 ETF (510300.SH) with 2.130 billion yuan [17]