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]

深证基本面 60 交易型开放式指数证券投资 基金 基金管理人：建信基金管理有限责任公司 基金托管人：中国民生银行股份有限公司 报告送出日期：2025 年 7 月 18 日 建信深证基本面 60ETF2025 年第 2 季度报告 §1 重要提示 基金管理人的董事会及董事保证本报告所载资料不存在虚假记载、误导性陈述或重大遗漏， 并对其内容的真实性、准确性和完整性承担个别及连带责任。 基金托管人中国民生银行股份有限公司根据本基金合同规定，于 2025 年 7 月 16 日复核了本 报告中的财务指标、净值表现和投资组合报告等内容，保证复核内容不存在虚假记载、误导性陈 述或者重大遗漏。 基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资产，但不保证基金一定盈利。 基金的过往业绩并不代表其未来表现。投资有风险，投资者在作出投资决策前应仔细阅读本 基金的招募说明书。 本报告中财务资料未经审计。 本报告期自 2025 年 4 月 1 日起至 6 月 30 日止。 §2 基金产品概况 基金简称 建信深证基本面 60ETF 场内简称 深 F60ETF 基金主代码 159916 基金运作方式 交易型开放式 基金合同生效日 2 ...