1月27日，帝科股份涨5.51%，截至发稿，报112.68元/股，成交13.43亿元，换手率9.56%，总市值163.70 亿元。 资料显示，无锡帝科电子材料股份有限公司位于江苏省无锡市宜兴市屺亭街道永盛路8号，成立日期 2010年7月15日，上市日期2020年6月18日，公司主营业务涉及高性能电子材料的研发、生产和销售。主 营业务收入构成为：光伏导电浆料74.86%，材料销售21.31%，存储芯片2.26%，其他1.43%，半导体封 装浆料0.14%。 从基金十大重仓股角度 数据显示，国泰基金旗下1只基金重仓帝科股份。国泰中证2000ETF（561370）四季度减持100股，持有 股数1420股，占基金净值比例为0.27%，位居第九大重仓股。根据测算，今日浮盈赚取约8349.6元。 国泰中证2000ETF（561370）成立日期2023年9月13日，最新规模3129.37万。今年以来收益10.51%，同 类排名1411/5548；近一年收益53.05%，同类排名1125/4285；成立以来收益54.69%。 国泰中证2000ETF（561370）基金经理为麻绎文、刘昉元。 截至发稿，麻绎文累计任职时间2年1 ...

中证2000指数ETF1月23日成交额变动 | 基金代码 | 基金简称 | 今日涨跌幅 | 今日成交额 | 较上一交易日增加 | 环比增幅 | | --- | --- | --- | --- | --- | --- | | 563300 | 中证2000 | 1.79% | 7.14亿元 | 3.88亿元 | 119.13% | | 562660 | 华夏中证2000ETF | 1.31% | 6611.90万元 | 4345.50万元 | 191.74% | | 159552 | 招商中证2000增强策略ETF | 0.89% | 7870.30万元 | 2936.66万元 | 59.52% | | 159531 | 南方中证2000ETF | 1.69% | 1.26亿元 | 1036.45万元 | 8.98% | | 159553 | 海富通中证2000增强策略ETF | 1.18% | 700.87万元 | 470.83万元 | 204.68% | | 159532 | 易方达中证2000ETF | 1.50% | 2235.73万元 | 414.11万元 | 22.73% | | 159535 | ...

数据显示，国泰基金旗下1只基金重仓信息发展。国泰中证2000ETF（561370）三季度持有股数1100 股，占基金净值比例为0.26%，位居第十大重仓股。根据测算，今日浮盈赚取约3388元。 1月21日，信息发展涨5.01%，截至发稿，报64.59元/股，成交3.56亿元，换手率2.28%，总市值160.34亿 元。 资料显示，交信(浙江)信息发展股份有限公司位于上海市青浦区崧泽大道6011号，成立日期1997年10月 29日，上市日期2015年6月11日，公司主营业务涉及从事面向档案、食品流通追溯、政法等领域的信息 化系统开发与服务,向客户提供信息化系统规划咨询、软硬件产品开发、系统集成、运行维护和推广等 相关整体解决方案。主营业务收入构成为：技术支持与服务43.98%，系统集成36.63%，应用软件开发 与销售19.09%，其他(补充)0.30%。 从基金十大重仓股角度 截至发稿，麻绎文累计任职时间2年168天，现任基金资产总规模98.75亿元，任职期间最佳基金回报 119.79%， 任职期间最差基金回报-5.36%。 刘昉元累计任职时间286天，现任基金资产总规模5.63亿元，任职期间最佳基金回报64 ...

1月16日，帝科股份涨5.1%，截至发稿，报87.87元/股，成交12.08亿元，换手率11.00%，总市值127.66 亿元。帝科股份股价已经连续3天上涨，区间累计涨幅39.09%。 资料显示，无锡帝科电子材料股份有限公司位于江苏省无锡市宜兴市屺亭街道永盛路8号，成立日期 2010年7月15日，上市日期2020年6月18日，公司主营业务涉及高性能电子材料的研发、生产和销售。主 营业务收入构成为：光伏导电浆料74.86%，材料销售21.31%，存储芯片2.26%，其他1.43%，半导体封 装浆料0.14%。 从基金十大重仓股角度 国泰中证2000ETF（561370）基金经理为麻绎文、刘昉元。 截至发稿，麻绎文累计任职时间2年163天，现任基金资产总规模101.48亿元，任职期间最佳基金回报 113.82%， 任职期间最差基金回报0.35%。 刘昉元累计任职时间281天，现任基金资产总规模5.63亿元，任职期间最佳基金回报60.01%， 任职期间 最差基金回报-7.87%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何 ...

Group 1 - The total trading volume of the CSI 2000 Index ETF reached 876 million yuan today, representing a week-on-week increase of 40.06% [1] - Specifically, the CSI 2000 ETF (563300) had a trading volume of 572 million yuan, an increase of 228 million yuan from the previous trading day, with a week-on-week growth of 66.07% [1] - The China Southern CSI 2000 ETF (561370) and the Harvest CSI 2000 ETF (159535) saw significant increases in trading volume, with growth rates of 945.73% and 126.66% respectively [1] Group 2 - The CSI 2000 Index rose by 2.76% at market close, while the average increase for related ETFs was 2.90% [2] - The top-performing ETFs included the China Southern CSI 2000 ETF (561370) and the Harvest CSI 2000 ETF (159535), which increased by 5.02% and 3.36% respectively [2] - The trading volume and performance data for various ETFs indicate a strong market interest in the CSI 2000 Index, with several funds showing significant week-on-week growth [2]

Group 1 - The stock of Information Development rose by 5.19% to 68.28 CNY per share, with a trading volume of 493 million CNY and a turnover rate of 2.96%, resulting in a total market capitalization of 16.95 billion CNY [1] - Information Development Co., Ltd. specializes in information system development and services in various sectors, including archives, food traceability, and legal affairs, providing comprehensive solutions such as system planning, software and hardware development, system integration, and maintenance [1] - The company's revenue composition includes technical support and services (43.98%), system integration (36.63%), application software development and sales (19.09%), and other (0.30%) [1] Group 2 - The Guotai Zhongzheng 2000 ETF holds 1,100 shares of Information Development, representing 0.26% of the fund's net value, ranking as the tenth largest holding [2] - The fund has a total size of 32.4956 million CNY and has achieved a year-to-date return of 1.62%, ranking 4,068 out of 5,488 in its category, with a one-year return of 50.12%, ranking 1,093 out of 4,193 [2] Group 3 - The fund manager of Guotai Zhongzheng 2000 ETF, Ma Yiwen, has a tenure of 2 years and 153 days, with a total asset size of 10.148 billion CNY, achieving a best return of 102.61% and a worst return of -11.38% during the tenure [3] - Co-manager Liu Fangyuan has a tenure of 271 days, managing assets of 563 million CNY, with a best return of 47.93% and a worst return of -9.07% [3]

Group 1 - The report highlights the rapid growth of the ETF market, with a total asset size of 6.72 trillion yuan as of Q3 2025, an increase of 1.11 trillion yuan from the previous quarter [3][5] - As of November 28, 2025, there are 1,369 ETFs in the market, with a total size of 56,886.98 billion yuan, reflecting an increase of 850.44 billion yuan in the past week [6] - A-share ETFs and cross-border ETFs are the largest categories, with sizes of 36,057.20 billion yuan and 9,385.70 billion yuan, respectively [6] Group 2 - Guotai Fund has a comprehensive ETF layout, with 73 non-monetary ETFs totaling 2,657.25 billion yuan as of November 30, 2025 [10] - The report discusses the construction of an industry rotation strategy based on anchoring ratios and momentum acceleration, which aims to capture industry momentum trends more effectively [14][15] - The historical performance of the ETF combination from July 1, 2021, to November 30, 2025, shows a total return of 4.04% and an annualized return of 0.90%, outperforming the CSI 300 by 4.12% [19][21] Group 3 - The current ETF combination includes Guotai Shanghai Composite ETF (510760), Guotai MSCI China A ESG Universal ETF (159621), Guotai FTSE China A Free Cash Flow Focus ETF (159399), Guotai CSI Home Appliances ETF (159996), and Guotai CSI 2000 ETF (561370) [22][23] - The weights of the ETFs in the current combination are 20.85%, 18.95%, 19.91%, 19.00%, and 21.29%, respectively [23]

Market Overview - The Shanghai Composite Index fell by 0.42% to close at 3897.71 points, with a high of 3908.77 points during the day [1] - The Shenzhen Component Index decreased by 0.68% to 13056.7 points, reaching a peak of 13132.81 points [1] - The ChiNext Index dropped by 0.69% to 3071.15 points, with a maximum of 3094.18 points [1] ETF Market Performance - The median return of stock ETFs was -0.7% yesterday [2] - The highest performing scale index ETF was the China Tai Zhongzheng 2000 ETF with a return of 0.52% [2] - The highest performing industry index ETF was the China Tai Zhongzheng All Index Building Materials ETF with a return of 0.46% [2] - The highest performing strategy index ETF was the Great Wall Zhongzheng Dividend Low Volatility 100 ETF with a return of 0.47% [2] - The highest performing theme index ETF was the China Tai Zhongzheng 5G Communication Theme ETF with a return of 0.53% [2] ETF Performance Rankings - The top three ETFs by return were: - China Tai Zhongzheng 5G Communication Theme ETF (0.53%) - Guotai Zhongzheng 2000 ETF (0.52%) - Great Wall Zhongzheng Dividend Low Volatility 100 ETF (0.47%) [4] - The top three ETFs by decline were: - GF Zhongzheng Media ETF (-2.3%) - China Tai Zhongzheng Entertainment Media ETF (-2.12%) - Guotai Zhongzheng Film and Television Theme ETF (-2.08%) [4] ETF Fund Flows - The top three ETFs by fund inflow were: - Huabao S&P China A-share Dividend Opportunity ETF (inflow of 369 million yuan) - Wanjia Zhongzheng Industrial Nonferrous Metals Theme ETF (inflow of 282 million yuan) - Huabao Zhongzheng All Index Securities Company ETF (inflow of 250 million yuan) [6] - The top three ETFs by fund outflow were: - Penghua Zhongzheng Subdivided Chemical Industry Theme ETF (outflow of 382 million yuan) - Jiashi HuShen 300 ETF (outflow of 342 million yuan) - Huatai Bairui HuShen 300 ETF (outflow of 273 million yuan) [6] ETF Margin Trading Overview - The top three ETFs by margin buying were: - Huaxia Shanghai Stock Exchange Sci-Tech Innovation Board 50 Component ETF (384 million yuan) - Guotai Zhongzheng All Index Securities Company ETF (260 million yuan) - Huabao Zhongzheng Medical ETF (150 million yuan) [8] - The top three ETFs by margin selling were: - Southern Zhongzheng 500 ETF (44.09 million yuan) - Southern Zhongzheng 1000 ETF (27.26 million yuan) - Huatai Bairui HuShen 300 ETF (8.55 million yuan) [9] Industry Insights - The communication industry is experiencing an upturn driven by multiple factors, including accelerated AI development and increased demand for IDC construction [10] - The communication sector has seen a 51.67% increase since early 2025, ranking second among all industries, with certain optical module stocks experiencing nearly tenfold growth [10][11] - Public funds have increased their holdings in the communication sector, exceeding 6.5%, indicating a conservative market valuation that does not fully reflect the sector's high growth potential [11]

Group 1 - The core point of the news is the performance and financial details of Ying Tang Intelligent Control Co., Ltd., which saw a stock price increase of 5.13% to 11.27 CNY per share, with a total market capitalization of 12.792 billion CNY [1] - Ying Tang's main business includes the distribution of electronic components, semiconductor devices, integrated circuits, and software development, with electronic components accounting for 91.59% of its revenue [1] - The company was established on July 6, 2001, and went public on October 19, 2010, indicating a long-standing presence in the market [1] Group 2 - Guotai Fund has a significant holding in Ying Tang, with its Guotai CSI 2000 ETF (561370) owning 9,000 shares, representing 0.32% of the fund's net value, ranking as the fourth-largest holding [2] - The Guotai CSI 2000 ETF has shown a year-to-date return of 29.64% and a one-year return of 28.3%, indicating strong performance relative to its peers [2] - The fund was established on September 13, 2023, with a current size of 32.4956 million CNY, reflecting its recent entry into the market [2]

Core Insights - The total trading volume of the CSI 2000 Index ETF reached 954 million yuan today, an increase of 371 million yuan from the previous trading day, representing a growth rate of 63.61% [1] Trading Volume Summary - The CSI 2000 ETF (563300) had a trading volume of 583 million yuan today, up 311 million yuan from the previous day, with a growth rate of 114.40% [1] - The Southern CSI 2000 ETF (159531) recorded a trading volume of 189 million yuan, an increase of 22.71 million yuan, with a growth rate of 13.68% [1] - The GF CSI 2000 ETF (560220) had a trading volume of 9.87 million yuan, up 7.75 million yuan, with a growth rate of 364.87% [1] - The top increases in trading volume were seen in the Bosera CSI 2000 ETF (159533) and GF CSI 2000 ETF (560220), with increases of 366.55% and 364.87% respectively [1] Market Performance - As of market close, the CSI 2000 Index (932000) fell by 3.99%, while the average decline for related ETFs tracking the CSI 2000 Index was 3.70% [1] - The ETFs with the largest declines included the Huatai-PineBridge CSI 2000 ETF (159536) and the Guotai CSI 2000 ETF (561370), both down by 4.19% [1]