8月27日，百利天恒跌5.15%，截至发稿，报322.50元/股，成交3.17亿元，换手率0.92%，总市值1293.22 亿元。 资料显示，四川百利天恒药业股份有限公司位于四川省成都市温江区成都海峡两岸科技产业园百利路 161号一幢一号,香港湾仔皇后大道东183号合和中心46楼，成立日期2006年8月17日，上市日期2023年1 月6日，公司主营业务涉及药品的研发、生产及销售。主营业务收入构成为：在某一时点确认99.57%， 在某一时段内确认0.43%。 从基金十大重仓股角度 截至发稿，葛鲁禹累计任职时间2年246天，现任基金资产总规模14.77亿元，任职期间最佳基金回报 29.69%， 任职期间最差基金回报19.11%。 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、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，建信基金旗下1只基金重仓百利天恒。建信上证科创板综合ETF（589880）二季度持有股数 7.27万股，占基金净值比例为1.73%，位居第五大重仓股。根据测算，今日浮亏损失 ...

Group 1 - The total ETF margin balance in the two markets reached 102.3 billion yuan, with a week-on-week increase of 26.5 million yuan, representing a 0.03% increase [1] - The financing balance for ETFs was 95.84 billion yuan, with a week-on-week increase of 41.19 million yuan, reflecting a 0.04% increase [1] - The Shenzhen market's ETF margin balance was 32.05 billion yuan, decreasing by 162 million yuan, while the financing balance decreased by 1.67% [1] Group 2 - Among ETFs with financing balances exceeding 100 million yuan, the highest was the Huaan Gold ETF at 7.50 billion yuan, followed by the E Fund Gold ETF and the Huaxia Hang Seng ETF at 6.44 billion yuan and 4.29 billion yuan respectively [2] - The digital economy ETF from ICBC saw a financing balance increase of 738.00%, while the E Fund SSE 50 ETF experienced a decrease of 54.90% [2][3] Group 3 - The top three ETFs by net financing inflow were the Fortune China Bond 7-10 Year Policy Financial Bond ETF, Hai Fu Tong CSI Short Bond ETF, and GF CSI Hong Kong Innovative Drug (QDII-ETF), with net inflows of 107 million yuan, 93.09 million yuan, and 81.62 million yuan respectively [4] - The top three ETFs by net financing outflow were the Guotai CSI All-Index Securities Company ETF, E Fund Gold ETF, and Guolian An Semiconductor ETF, with net outflows of 60.31 million yuan, 54.40 million yuan, and 53.18 million yuan respectively [4] Group 4 - The latest short selling balance was highest for the Southern CSI 1000 ETF, Southern CSI 500 ETF, and Huaxia CSI 1000 ETF, with balances of 2.21 billion yuan, 1.97 billion yuan, and 390 million yuan respectively [5] - The short selling balance for the Southern CSI 1000 ETF increased by 25.79 million yuan, while the Bohai Convertible Bond ETF saw a decrease of 12.29 million yuan [5] Group 5 - The food and beverage ETF had a recent increase of 0.53% with a PE ratio of 19.93 times, while the gaming ETF increased by 7.91% with a PE ratio of 46.48 times [7] - The cloud computing 50 ETF experienced a decrease of 1.63% with a PE ratio of 114.56 times [8]

Core Viewpoint - The recent fund issuance market has continued its recovery from March, with over 100 new funds launched in April, totaling nearly 100 billion yuan in issuance. The total number of new funds established this year exceeds 400, with a combined issuance scale of over 340 billion yuan, nearly half of which are equity funds [1]. Fund Issuance Overview - As of this year, 427 new funds have been established, an increase of 20 compared to the same period last year, with a total issuance scale of 342.46 billion yuan [1]. - The issuance scale of newly established equity funds accounts for nearly half of the total, with 255 new stock funds launched, a year-on-year increase of 70%, totaling 138.77 billion yuan, which represents 40.52% of the total fund issuance, a year-on-year growth of 206.43% [1]. - There are 20 new FOFs with an issuance scale of 23.03 billion yuan, a year-on-year increase of 456.44%, accounting for nearly 7% [1]. - Seven new QDIIs were established with an issuance scale of 4.11 billion yuan, a year-on-year growth of 74% [1]. - The issuance scales for 61 mixed funds and 77 bond funds were 20.19 billion yuan and 152.86 billion yuan, respectively, accounting for 5.89% and 44.64%, both showing a year-on-year decline [1]. Index Fund Performance - A total of 271 index funds have been issued with a combined scale of 190.18 billion yuan, accounting for nearly 56%, showing a year-on-year growth of nearly 26% [2]. - Among these, passive index stock funds and enhanced index stock funds account for over 240 funds with an issuance scale exceeding 100 billion yuan [2]. - The largest single index fund issued is the Huaxia Shanghai Stock Exchange Sci-Tech Innovation Board Comprehensive ETF Link, with a scale of nearly 5 billion yuan [2]. Market Outlook - Public fund institutions are generally optimistic about future opportunities in the equity market. Looking ahead to the second quarter, it is noted that with rising expectations of interest rate cuts in the U.S. and increasing recession fears, investors should pay attention to the potential return of foreign capital [2]. - In terms of asset allocation, a "dividend + technology growth" barbell strategy is recommended for A-shares [2]. Investment Themes - The investment themes for the second quarter include three main lines: dividend defense during market fluctuations, technological advancements in emerging industries, and sectors benefiting from domestic demand policies [3]. - In the initial phase of the second quarter, the market is entering a period of fluctuations, suggesting a focus on defensive strategies in sectors such as utilities and banking [3]. - For technological advancements, attention should be given to innovations in AI applications, including humanoid robots, while also considering investment opportunities in sectors benefiting from policy stimuli and cyclical consumption [3].

建信基金 | x >> 槽律成 "指出", " HERT 米元天天 科创板竞基指数上"新" 建信上证科创板综合ETF首批获批! 并推出联接基金 丰富科创板指数投资工具箱 建信上证科创板综合ETF联接 A类:023743 C类:023744 estica R4- FF高风K v 即登看 金融活水 服务新质生产力 自2019年开市以来,科创板已成为中国资本市场的 重要组成部分,致力于打造中国"硬科技"高新企业 聚集地,持续打造培育新质生产力的"主阵地"。 科创板总市值规模超 科创板上市公司数量达 TREA 585 家 7.6 元亿 注:数据来源于WIND,上海证券交易所,截至2025.02.28。 新年开好"投",宽基再上"新",科创板指数化投资 工具迎来新成员 -- 上证科创板综合指数。 ~ 补充完善了现有科创板指数体系 多 提升投资者综合布局科创板的便利性 全景视角 代表性+可投资性 科创综指是反映科创板市场整体表现的综合指数, 与现有科创板宽基指数互为补充,为投资者提供了更 丰富全面的观察及投资工具。 历史表现佳 S 截至2025.02.28,科创综指自基日以来涨幅为 23.36%。 - 科创综指 40% ...