中国经济网北京8月15日讯今日，华安基金发布华安恒生港股通科技主题交易型开放式指数证券投资基 金基金合同生效公告。 | 基金募集申请获中国证监会核准的文号 | | 证监许可[2025] 1361 号文 | | --- | --- | --- | | 基金募集期间 | | 自 2025年7月28日 至2025年8月8日止 | | 验资机构名称 | | 毕马威华振会计师事务所 (特殊普通合伙) | | 募集资金划入基金托管专户的日期 | | 2025年8月13日 | | 募集有效认购总户数(单位:户) | | 16.999 | | 募集期间净认购金额(单位:元) | | 1.453.049.000.00 | | 认购资金在募集期间产生的利息(单位:元) | | | | 募集份额(单位:份 | 有效认购份额 | 1.453.049.000.00 | | 利息结转的份额 | | | | 合计 | | 1.453.049.000.00 | 募集期间净认购金额1,453,049,000.00元，认购资金在募集期间产生的利息0元，募集份额合计 1,453,049,000.00份。 基金经理王超2014年应届毕业加入华安基金 ...

Core Insights - The report emphasizes the significant progress in technology and supportive policies, which are shaping the main narrative of a bull market in Hong Kong's tech sector. The revaluation of Chinese AI assets and the ongoing technological revolution are boosting future growth confidence, with the Hang Seng Tech Index showing substantial growth since the beginning of the year, outperforming the Nasdaq Index [6][7]. - The Hong Kong stock market is experiencing a strong recovery, led by the tech sector, with the Hang Seng Index showing remarkable performance. The Hang Seng Tech Index has increased by approximately 49.19% over the past year, significantly outpacing the overall Hang Seng Index, which rose by 35.86% [7]. - The report highlights the long-term investment value of Hong Kong's tech sector, noting that leading tech companies possess strong competitive advantages and a significant valuation upside. The current price-to-earnings (PE) ratio of around 20 times is considered to be at a historical low, indicating substantial potential for valuation recovery [7][9]. Summary by Sections Section 1: Technological Breakthroughs and Policy Support - The report discusses the dual drivers of technological innovation and favorable policies that are expected to enhance the future potential of the tech sector. The "14th Five-Year Plan" prioritizes technological innovation, with R&D investment intensity surpassing the EU average [6]. - The government's emphasis on innovation-driven development and the recent issuance of the "Digital China Construction 2025 Action Plan" are expected to channel resources into the tech sector, leading to significant outputs [6]. Section 2: Hong Kong Stock Market Recovery - The tech sector is leading the market rally, with the Hang Seng Index showing a clear bullish trend characterized by a "low base consolidation + high point breakout" pattern. The tech sector's performance has attracted global capital, contributing to a notable increase in the market [7]. - The report notes that the tech sector's overall profitability is stabilizing and improving, with a positive outlook for the second half of the year as companies enter a performance realization phase [7]. Section 3: Investment Value of the Hang Seng Tech Theme Index - The Hang Seng Tech Theme Index is highlighted for its concentrated exposure to leading TMT and internet companies, with the top ten constituents accounting for over 75% of the index's weight. This concentration allows for precise capture of industry core dividends [8]. - The index has shown a remarkable increase of 57.26% over the past year, outperforming both the Hang Seng Index and the Hang Seng Tech Index, indicating its strong growth potential and valuation recovery opportunities [9]. Section 4: Product Introduction - The report introduces the Huaan Hang Seng Tech Theme ETF, which aims to closely track the performance of the Hang Seng Tech Theme Index, providing investors with a tool to invest in leading tech companies in Hong Kong [11].