博时中证湖北新旧动能转换ETF

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通信ETF领涨,机构:AI PCB板块有望获估值溢价丨ETF基金日报
Sou Hu Cai Jing· 2025-07-18 03:23
Market Overview - The Shanghai Composite Index rose by 0.37% to close at 3516.83 points, with a daily high of 3517.28 points [1] - The Shenzhen Component Index increased by 1.43% to close at 10873.62 points, reaching a high of 10873.62 points [1] - The ChiNext Index saw a rise of 1.75%, closing at 2269.33 points, with a peak of 2269.67 points [1] ETF Market Performance - The median return for stock ETFs was 0.85%, with the highest return from the Penghua SSE STAR 200 ETF at 2.58% [2] - The highest performing industry index ETF was the China Securities Hong Kong-Shenzhen 500 Medical Health ETF, yielding 3.03% [2] - The top three stock ETFs by return were: - Bosera CSI Hubei New and Old Kinetic Energy Conversion ETF (4.85%) - Huaxia CSI 5G Communication Theme ETF (4.63%) - Yinhua CSI 5G Communication Theme ETF (4.49%) [5] ETF Fund Flow - The top three stock ETFs by fund inflow were: - Guotai CSI All Share Securities Company ETF (inflow of 561 million yuan) - Huatai-PB CSI Dividend Low Volatility ETF (inflow of 514 million yuan) - Southern S&P China A-share Large Cap Dividend Low Volatility 50 ETF (inflow of 421 million yuan) [8] - The largest outflows were from: - Huaxia SSE STAR 50 Component ETF (outflow of 596 million yuan) - Huatai-PB CSI 300 ETF (outflow of 335 million yuan) - E Fund SSE 300 ETF (outflow of 295 million yuan) [10] Financing and Margin Trading - The highest financing buy amounts were: - Huaxia SSE STAR 50 Component ETF (639 million yuan) - Guotai CSI All Share Securities Company ETF (242 million yuan) - Guolian An CSI All Share Semiconductor Products and Equipment ETF (232 million yuan) [11] - The highest financing sell amounts were: - Huatai-PB CSI 300 ETF (30.73 million yuan) - Huaxia CSI 1000 ETF (15.77 million yuan) - Southern CSI 500 ETF (10.20 million yuan) [13] Industry Insights - Shanghai Securities noted that the structural improvement in the PCB market is driven by demand from AI servers, high-speed networks, and satellite communications, with high-layer boards and HDI markets expected to grow significantly by 2025 [13] - CITIC Securities highlighted that AI PCBs possess strong growth logic and sustainability, with expectations for valuation premiums as performance growth continues [14]
中证湖北新旧动能转换指数下跌1.19%,前十大权重包含航天电子等
Jin Rong Jie· 2025-06-10 13:27
资料显示,指数样本每半年调整一次,样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整,调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前,权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时,将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理,参照计算与维护细则处理。 金融界6月10日消息,上证指数高开低走,中证湖北新旧动能转换指数 (湖北指数,931393)下跌1.19%, 报2187.44点,成交额244.62亿元。 跟踪湖北指数的公募基金包括:博时中证湖北新旧动能转换ETF。 数据统计显示,中证湖北新旧动能转换指数近一个月上涨1.89%,近三个月下跌1.03%,年至今上涨 5.23%。 据了解,中证湖北新旧动能转换指数在沪深市场中选取湖北省代表性上市公司证券作为指数样本,在综 合得分加权的基础上,通过新旧动能产业属性进行权重系数调整,以反映沪深市场湖北省上市公司证券 的整体表现。该指数以2012年12月31日为基日,以1000.0点为基点。 从指数持仓来看,中证湖北新旧动能转换指数十大权重分别为:华工科技(2.59%) ...