近期成立的股票ETF基金建仓期仓位 今日3只股票类ETF发布上市公告书。从公告的最新仓位来看，创业板综ETF银华股票仓位为23.74%， 富国上证科创板200ETF股票仓位为24.83%，易方达中证A500增强策略ETF股票仓位为33.31%。 证券时报·数据宝统计，9月以来共有23只股票型ETF公告上市，平均仓位仅为23.75%，仓位最高的是易 方达上证科创板综合增强策略ETF，仓位为69.33%，仓位居前的还有建信上证科创板200ETF、汇添富 上证科创板人工智能ETF、汇添富中证金融科技主题ETF，仓位分别为54.12%、47.98%、40.87%，仓位 较低的为国联安中证A500红利低波ETF、鹏华科创板半导体材料设备主题ETF、华宝中证A500红利低波 动ETF，仓位分别为0.00%、0.00%、0.00%。 一般来说，ETF上市都要满足基金合同规定的仓位要求，发布上市公告书，距离正式上市时间会差几个 交易日，其间如果仓位较低，会在上市前完成建仓。 9月以来公告上市的ETF中，按上市交易份额统计，平均募集5.80亿份，规模居前的有富国国证机器人 产业ETF、国联安中证A500红利低波ETF、汇添富上 ...

Group 1: ETF Performance - The Sci-Tech Chip ETF (博时, 588990) increased by over 15% [1] - The New Energy Vehicle Battery ETF (159755) led the gains with a rise of 7.95%, followed by the Battery 30 ETF (159757) and Battery Leader ETF (159767) with increases of 6.20% and 6.14% respectively [2][3] - Other ETFs such as the Lithium Battery ETF (159840) and New Energy Vehicle Leader ETF (159637) also showed significant gains, contributing to a positive trend in the sector [2] Group 2: Industry Data - By July 2025, China's power battery installation volume is projected to reach 55.9 GWh, marking a year-on-year growth of 34.3% [2] - Among this, ternary battery installations accounted for 10.9 GWh (19.6% of total), with a month-on-month increase of 1.9%, while lithium iron phosphate battery installations reached 44.9 GWh (80.4% of total), showing a year-on-year growth of 49.0% [2] Group 3: Market Dynamics - The China Passenger Car Association estimates that retail sales of narrow passenger vehicles in August reached approximately 1.94 million units, reflecting a month-on-month increase of 6.2% and a year-on-year increase of 2.0% [2] - The penetration rate of new energy vehicles is expected to reach 56.7%, indicating a deeper level of electrification in the market [2] - Tesla's launch of the six-seat SUV Model Y at a starting price of 339,000 yuan further enhances its product lineup [2] Group 4: Battery Technology Trends - The upgrade and iteration of battery technology are seen as core drivers of expanding terminal demand, with solid-state batteries emerging as a promising next-generation technology due to their high energy density and safety [3] - As battery technology matures and the supply chain improves, new solid-state products are expected to be released, accelerating the industrialization process [3] Group 5: Semiconductor Sector Insights - The semiconductor sector is experiencing a pullback, with global capacity expansion and market share concentrating among leading firms [4] - The demand for wafer foundry services is expected to rise due to the growth of AI and automotive electronics, with advanced processes and specialty technologies anticipated to maintain growth in the coming years [4][5] Group 6: ETF Issuance and Market Sentiment - A new wave of ETF fundraising is set to begin, focusing on sectors such as biotechnology, software, and robotics, indicating a competitive landscape in the tech sector [8][12] - Multiple brokerages express optimism about the tech sector's future, highlighting AI trends and domestic substitution as key drivers [13]