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东财基金管理有限公司旗下部分基金增加长城证券股份有限公司为申购赎回代理券商的公告
经上海证券交易所、深圳证券交易所确认,根据东财基金管理有限公司(以下简称:本公司)与长城证 券股份有限公司签署的相关协议,本公司决定自2025年11月17日起增加长城证券股份有限公司为以下基 金的申购赎回代理券商: 1.西藏东财中证新能源汽车交易型开放式指数证券投资基金(基金简称:新能源车龙头ETF,基金代 码:159637) 2.西藏东财中证沪港深创新药产业交易型开放式指数证券投资基金(基金简称:创新药ETF沪港深,基 金代码:159622) 3.西藏东财中证证券公司30交易型开放式指数证券投资基金(基金简称:证券ETF东财,基金代码: 159692) 4.西藏东财中证芯片产业交易型开放式指数证券投资基金(基金简称:芯片ETF基金,基金代码: 159599) 5.西藏东财沪深300交易型开放式指数证券投资基金(基金简称:沪深300ETF基金,基金代码: 159330) 6.西藏东财中证500交易型开放式指数证券投资基金(基金简称:中证500ETF基金,基金代码: 159337) 7.西藏东财中证A500交易型开放式指数证券投资基金(基金简称:A500ETF东财,基金代码:159380) 8.西藏东财上证50 ...
ETF市场日报 | 电池、新能源汽车相关ETF反弹!基金公司开启科技赛道ETF“军备竞赛”
Sou Hu Cai Jing· 2025-08-29 09:24
Group 1: ETF Performance - The Sci-Tech Chip ETF (博时, 588990) increased by over 15% [1] - The New Energy Vehicle Battery ETF (159755) led the gains with a rise of 7.95%, followed by the Battery 30 ETF (159757) and Battery Leader ETF (159767) with increases of 6.20% and 6.14% respectively [2][3] - Other ETFs such as the Lithium Battery ETF (159840) and New Energy Vehicle Leader ETF (159637) also showed significant gains, contributing to a positive trend in the sector [2] Group 2: Industry Data - By July 2025, China's power battery installation volume is projected to reach 55.9 GWh, marking a year-on-year growth of 34.3% [2] - Among this, ternary battery installations accounted for 10.9 GWh (19.6% of total), with a month-on-month increase of 1.9%, while lithium iron phosphate battery installations reached 44.9 GWh (80.4% of total), showing a year-on-year growth of 49.0% [2] Group 3: Market Dynamics - The China Passenger Car Association estimates that retail sales of narrow passenger vehicles in August reached approximately 1.94 million units, reflecting a month-on-month increase of 6.2% and a year-on-year increase of 2.0% [2] - The penetration rate of new energy vehicles is expected to reach 56.7%, indicating a deeper level of electrification in the market [2] - Tesla's launch of the six-seat SUV Model Y at a starting price of 339,000 yuan further enhances its product lineup [2] Group 4: Battery Technology Trends - The upgrade and iteration of battery technology are seen as core drivers of expanding terminal demand, with solid-state batteries emerging as a promising next-generation technology due to their high energy density and safety [3] - As battery technology matures and the supply chain improves, new solid-state products are expected to be released, accelerating the industrialization process [3] Group 5: Semiconductor Sector Insights - The semiconductor sector is experiencing a pullback, with global capacity expansion and market share concentrating among leading firms [4] - The demand for wafer foundry services is expected to rise due to the growth of AI and automotive electronics, with advanced processes and specialty technologies anticipated to maintain growth in the coming years [4][5] Group 6: ETF Issuance and Market Sentiment - A new wave of ETF fundraising is set to begin, focusing on sectors such as biotechnology, software, and robotics, indicating a competitive landscape in the tech sector [8][12] - Multiple brokerages express optimism about the tech sector's future, highlighting AI trends and domestic substitution as key drivers [13]