根据最新季报，创业板50ETF（159949）十大重仓股早盘表现分化。截止午盘，宁德时代跌1.04%，中际旭创跌1.06%，新 易盛跌4.13%，东方财富涨0.27%，阳光电源跌0.17%，胜宏科技跌1.85%，汇川技术跌0.24%，迈瑞医疗涨0.49%，天孚通信 涨9.14%，亿纬锂能跌0.54%。 消息面上，近日国家发展改革委、国家能源局联合印发《关于完善发电侧容量电价机制的通知》（发改价格〔2024〕114 号），首次就新型储能提出全国性容量电价机制。该政策将电网侧独立新型储能纳入容量电价补偿范围，收益模式由单一 电量交易转向"容量电价+现货套利"，预计2026-2027年电网侧储能装机需求将持续增长。容量电价机制明确后，项目内部 收益率（IRR）预计将从原先的6%-8%提升至12%-15%，有望加速储能项目投资落地。市场普遍认为，容量电价机制的实 施将有效激发电网侧独立储能项目的投资热情，从储能电池、系统集成到核心部件、运营服务等全产业链均有望迎来需求 释放。 此外，钠电池凭借其低温性能好、安全性高、成本潜力大等优势，近年来在储能、两轮车、启停电源等领域持续渗透。行 业分析预测，钠电池将在多个场景中对 ...

Market Performance - On January 22, the A-share market experienced a morning surge followed by a pullback, with the three major indices closing in the green, and the ChiNext Index rising nearly 1% [1][6] - The ChiNext 50 ETF (159949) increased by 1.04%, closing at 1.558 yuan, with a turnover rate of 5.20% and a transaction volume of 1.299 billion yuan, ranking first among similar ETFs [1][6] Liquidity and Trading Data - As of January 22, the ChiNext 50 ETF (159949) recorded a cumulative transaction amount of 38.006 billion yuan over the last 20 trading days, with an average daily transaction amount of 1.900 billion yuan; since the beginning of the year, the cumulative transaction amount over 14 trading days was 27.332 billion yuan, with an average daily transaction amount of 1.952 billion yuan [2][7] - The circulating scale of the ChiNext 50 ETF was 24.900 billion yuan as of January 21, 2026 [2][7] Fund Holdings and Performance - The latest quarterly report indicates that the top ten holdings of the ChiNext 50 ETF (159949) showed mixed performance, including stocks like CATL, Zhongji Xuchuang, and Mindray Medical [3][8] - The fund manager noted that the fourth quarter saw a return to structural market trends, with significant divergence in the ChiNext, particularly in sectors like AI and new energy [10] Investment Outlook - The ChiNext 50 ETF is viewed as a convenient tool for long-term investors interested in China's technology growth sector, with a three-year return of 35.16%, outperforming its benchmark and ranking 526th among 1,633 similar products [5][11] - Recommendations for investors include adopting a dollar-cost averaging strategy or phased investment to smooth out short-term volatility while closely monitoring the performance of constituent stocks and relevant policy developments [5][11]

创业板50ETF（159949）前十大重仓股早盘多数上涨。具体来看，宁德时代上涨0.72%，中际旭创上涨 1.50%，新易盛上涨3.86%，胜宏科技上涨1.62%，汇川技术上涨1.15%，亿纬锂能上涨1.56%，同花顺上 涨2.01%；东方财富下跌0.17%，迈瑞医疗下跌0.20%；阳光电源微涨0.04%。 | E Berk (2025-09-30) | | | | | | | --- | --- | --- | --- | --- | --- | | 股票名称 | 持仓市值(元) | 括仓款量 | 相对上期增减 | 占股票市值比 | 占基金净值比 | | 宁德时代 | 7.041.032.814.00 | 17,515,007 | -27.58% | 24.33%1 | 24.25%1 | | 中同梱到 | 2.374.130,485.92 | 5.881.219 | -27.68% | 8.20%T | 8.18% | | 东方财富 | 2,312,999,712.00 | 85,287,600 | -27.57% | 7.99%↓ | 7.97%↓ | | 新易監 | 2.190.126.881.32 ...

1月14日，A股市场早盘集体反弹，沪指涨超1%，创业板指高开高走涨超2%，科创50指数盘中涨超 4%。在此背景下，创业板50ETF（159949）涨1.99%，报1.591元，换手率4.03%，成交额11.22亿元，居 同类标的ETF首位。 多家机构对此表示关注。山西证券认为，"人工智能+制造"相关政策将加速工业AI产业发展，建议关注 工业AI应用、数据标注及AI算力等领域。国金证券指出，AI赋能正推动工业软件商业模式转型，带来 新场景与弯道超车机会。开源证券同样看好科技板块中长期表现，建议关注AI应用、核心硬件及工业 智能化等重要方向。 数据来源：基金定期报 对于长期看好中国科技成长板块的投资者，创业板50ETF（159949）提供了便捷高效的投资工具。该产 品近三年回报41.83% ，跑赢业绩比较基准，在1630只产品中排在475。投资者可通过股票账户直接交易 创业板50ETF（159949），也可通过联接基金（A类：160422；C类：160424；I类：022654；Y类： 022976）进行投资。建议采用定投或分批建仓方式平滑短期波动风险，并密切关注指数成分股的业绩兑 现情况和相关政策落地进度。 风 ...

1月12日，A股三大指数全线收涨，涨幅均超1%，其中沪指实现17连阳；创业板指早盘一度下跌逾1%， 随后探底回升，收盘翻红。在此背景下，华安创业板50ETF（159949）上涨1.53%，报收1.591元，换手 率达9.09%，成交额25.59亿元，位列同类标的ETF之首。 | 代码 | 名称 | 观价 | 涨跌幅 IOPV | 溢折率 | 换手率 | | 成交会额 ▼ 5日涨跌幅 60 | | --- | --- | --- | --- | --- | --- | --- | --- | | 159949 | SITIVERSOETE | 1.591 | 1.53% 1.5928 | -0.11% | 9.09% | 25.59亿 | 1.60% | | 159682 | SIMPSOETE | 1.544 | 1.58% 1.5446 -0.04% | | 7.14% | 3.60亿 | 1.85% | | 159681 | @ 50ETF | 1.562 | 1.69% 1.5611 | 0.06% | 5.62% | 1.23亿 | 1.69% | | 159373 | AMW20ETFESS 1.6 ...

对于看好中国科技成长板块长期发展的投资者，创业板50ETF（159949）提供了便捷高效的投资工具。 该产品近三年回报47.89% ，跑赢业绩比较基准，在1824只产品中排在357位。投资者可通过股票账户直 1月7日，A股三大股指半日收涨。沪指涨0.29%，逼近4100点，并再度创出近10年新高；创业板指则冲 高回落。受此影响，创业板50ETF（159949）上涨0.32%，报1.578元，换手率达3.57%，成交额10.66亿 元，居同类标的ETF首位。 | 代码 | 名称 | 现价 | 版跌幅 IOPV | 湖北縣 | 换手率 | 成交金额 ▼ 5日涨跌幅 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 159949 | 创业板50ETF | 1.578 | 0.32% 1.5781 -0.01% | | 3.57% | 10.66亿 | 3.00% | | 159682 | ONL 50ETF | 1.532 | 0.39% 1.5303 | 0.11% | 2.92% | 1.51亿 | 2.96% | | 159681 | @50ETF ...

12月30日，A股市场呈现分化走势。沪指早盘一度震荡翻红，创业板指冲高回落，收盘微跌0.06%。板 块方面，数字货币、机器人概念表现强势。受相关板块波动影响，创业板50ETF（159949）下跌 0.07%，报1.531元，半日换手率达2.76%，成交额8.15亿元，居同类标的ETF首位。 | લ્લ્ક્સ | 名称 | 现价 | 股跌幅 IOPV | 流折率 | 握手率 | | 成交金额 ▼ 5日涨跌幅 60日涨跌幅 年初至今 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 159949 | ANDRESOETF | 1.531 | -0.07% | 1.5313 -0.02% | 2.76% | 8.15亿 | 0.07% | -0.52% | 59.31% | | 159682 | BINFSOETE | 1.484 | -0.27% | 1.4856 -0.11% | 2.30% | 1.194Z | 0.07% | -0.54% | 59.23% | | 1 ટેવેન્કા | @ 50ETF | 1.5 ...

格隆汇一直坚信一点：投资者作为一个个体，可能会愚蠢、犯错，但作为一个群体，大家一点都不笨，汇聚数千万会员的集体智慧，足以带领大家穿越迷 雾，应运而生的格隆汇十大核心资产组合自2019年推出以来，截至今年12月15日累计收益率达274.61%，大幅跑赢同期的沪深300和恒生指数。 正是坚信集体的智慧，格隆汇审时度势，在ETF大潮爆发前，低迷期的2023年就逆势推出另一王牌组合"全球视野·下注中国"十大核心ETF，其中2024年全年 上涨15.16%，跑赢wind全A指数5.16%，今年十大核心表现如何？ 接下来小编开始盘点2025年"全球视野·下注中国"十大核心ETF的年度表现，带领大家一一回顾十只ETF产品在过去一年的表现。 截至12月26日，格隆汇2025年"全球视野，下注中国"十大核心ETF年内录得29.72%涨幅，大幅跑赢沪深300指数（18.36%）11.36个百分点。 | 核心指数/主题/行业 | | 核心ETF | 证券代码 | 2025年涨跌幅 (截至:12月26日) | | --- | --- | --- | --- | --- | | 大盘指数 | | A500ETF基金 | 512050. ...

Market Overview - On December 16, the market experienced a day of volatility with all three major indices falling over 1%. The Shanghai Composite Index dropped by 1.11%, while the ChiNext Index fell by 2.10% [1][6] - The ChiNext 50 ETF (159949) declined by 2.14%, closing at 1.463 yuan, with a turnover rate of 8.10% and a trading volume of 2.084 billion yuan, making it the top performer among similar ETFs [1][6] Fund Performance - Despite a cumulative decline of 4.69% over the past five trading days, the ChiNext 50 ETF (159949) has seen continuous net inflows: 180 million yuan over the last five days, 340 million yuan over the last twenty days, and 30.45 million yuan over the last sixty days [2][7] - The ChiNext 50 ETF has achieved a cumulative return of 42.25% over the past three years, outperforming its benchmark and ranking 338th among 1,600 products. Its latest circulating scale is 26.171 billion yuan as of December 15, 2025 [4][9] Investment Outlook - Guotai Junan Securities indicates that a cross-year market rally has begun, suggesting that after a prolonged period of sideways movement, China's "transformation bull" market is set to regain momentum. Expectations for policy adjustments are likely to rise amid a stable yuan, with potential interest rate cuts by the central bank anticipated in early 2026 [3][8] - Shenwan Hongyuan Securities believes that the current market is still in a high-level consolidation phase, with cyclical and value styles expected to dominate in the first half of 2026. The second quarter may enter a bottoming phase, with technology and advanced manufacturing sectors likely to lead the market [4][9]

Market Overview - The A-share market showed an overall upward trend last week, with major indices rebounding: CSI 300 rose by 1.6%, CSI 500 by 3.1%, CSI 1000 by 3.8%, ChiNext 50 by 4.7%, and STAR 50 by 3.2% [1][10] - The average daily trading volume in the A-share market was around 17,400 billion yuan, indicating high market investment enthusiasm [1][10] - Recent market hotspots are concentrated in AI applications, commercial aerospace, military industry, semiconductors, and innovative pharmaceuticals [1][10] Investment Recommendations - It is suggested to focus on high-growth sectors and diversify investments, utilizing ETFs to gain exposure to related products such as ChiNext 50 ETF (159949) [1][10] ChiNext 50 Index Insights - The ChiNext 50 Index serves as a direct financing platform for growth-oriented innovative enterprises, focusing on four key sectors: information technology, new energy, financial technology, and pharmaceuticals [1][11] - The index has a significant concentration in the information technology sector, comprising 46%, with 20% weight in optical modules [4][15] - The index's performance is superior in terms of optical module content, new energy photovoltaic content, and financial technology compared to the ChiNext Index and mainstream broad-based indices [3][13] Sector Analysis Technology, AI, and Communication - The optical module demand is driven by the explosive growth in AI computing power, with major companies like Google and NVIDIA significantly increasing capital expenditures [4][15] - The supply-demand tension in the optical chip industry continues, with leading companies securing production capacity through partnerships with upstream suppliers [4][15] New Energy - Recent hotspots in the new energy sector include energy storage, solid-state batteries, controllable nuclear fusion, photovoltaics, wind power, and new energy vehicles [5][15] - By the end of October, the installed capacity of solar power generation in the country increased by 43.8% year-on-year, while wind power capacity grew by 21.4% [5][15] - Global sales of new energy vehicles saw a strong growth of 31% year-on-year in Q3, with pure electric vehicles increasing by 48% [5][15] Pharmaceuticals and Biotechnology - The pharmaceutical and biotechnology sector is experiencing growth driven by policy support, technological innovation, and development in niche areas [6][16] - The oral PROTAC drug HP518 has received clinical trial approval, with no similar products available domestically or internationally [6][16] - The overall sector is becoming more active due to advancements in AI-assisted diagnostic technologies and breakthroughs in 3D printing materials compatible with the human immune system [6][16] ChiNext 50 ETF Performance - The ChiNext 50 ETF (159949) tracks the ChiNext 50 Index and focuses on high-quality leading companies in five key technology sectors: new energy vehicles, biomedicine, electronics, photovoltaics, and internet finance [7][16] - The ETF has a robust liquidity profile, with an average daily trading volume of 1.454 billion yuan over the past year, ranking among the top ETFs on the Shenzhen Stock Exchange [7][16] - The latest fund size is 25.207 billion yuan, making it one of the largest funds related to the ChiNext index [7][16] Top Holdings in ChiNext 50 ETF - The top ten weighted stocks in the ChiNext 50 ETF include: - CATL (宁德时代) - 23.99% weight, 0.86% weekly increase [8][18] - Zhongji Xuchuang (中际旭创) - 11.10% weight, 10.88% weekly increase [8][18] - Xinyi Sheng (新易盛) - 7.64% weight, 15.93% weekly increase [8][18] - Dongfang Fortune (东方财富) - 7.31% weight, 0.43% weekly increase [8][18] - Sungrow Power (阳光电源) - 6.67% weight, 8.94% weekly increase [8][18]