易方达上证380ETF

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投资工具上新 上证旗舰宽基指数产品扩容
Zheng Quan Ri Bao· 2025-07-11 16:44
Core Viewpoint - The approval of the first batch of the Shanghai Stock Exchange 580 ETF and its linked funds, along with the E Fund Shanghai Stock Exchange 380 ETF, provides new investment tools for capturing small-cap growth opportunities and focusing on mid-cap new blue chips [1][2]. Group 1: New Index Products - The newly approved products track the Shanghai Stock Exchange 580 Index and the Shanghai Stock Exchange 380 Index, which, along with the more familiar Shanghai Stock Exchange 50 Index and 180 Index, form a comprehensive index series for investors [1]. - The Shanghai Stock Exchange 580 Index consists of 580 small-cap stocks, reflecting the overall performance of small-cap stocks in the Shanghai market, covering approximately 10% of the total market capitalization of A-shares [1][2]. - The Shanghai Stock Exchange 580 Index has shown strong growth, with a cumulative increase of 56.63% since its inception and an annualized return of 7.39% as of June 30 [1]. Group 2: Characteristics of the Indices - Approximately 30% of the sample weight in the Shanghai Stock Exchange 580 Index belongs to companies listed on the Sci-Tech Innovation Board, and around 40% are specialized and innovative enterprises, indicating a focus on new economic drivers [2]. - The Shanghai Stock Exchange 380 Index, established in 2010, reflects the overall performance of mid-cap stocks and has undergone optimization to enhance its representativeness, stability, and industry balance [2][3]. - The optimized Shanghai Stock Exchange 380 Index includes 380 stocks with a median market capitalization of approximately 1.836 billion, focusing on both traditional and emerging industries [2][3]. Group 3: Investment Value and Market Coverage - The optimized Shanghai Stock Exchange 380 Index is aligned with the direction of economic transformation and upgrade, featuring high-revenue growth and stable profitability companies, with nearly 30% being specialized and innovative enterprises [3]. - Currently, there are only two ETFs tracking the Shanghai Stock Exchange 380 Index, with the newly approved E Fund product being the second [3]. - The Shanghai flagship broad-based index system has been upgraded to include the Shanghai Stock Exchange 50 Index (large-cap), 180 Index (big-cap), 380 Index (mid-cap), and 580 Index (small-cap), covering 1,140 sample securities and approximately 50% of the market [3].
超级巨头,大动作!
中国基金报· 2025-06-23 10:20
Core Viewpoint - The article discusses the recent applications by Huaxia and E Fund for the Shanghai Stock Exchange 580 ETF and 380 ETF products, highlighting new investment opportunities in the expanding ETF market in China [2][3]. Group 1: ETF Market Developments - On June 23, Huaxia and E Fund submitted applications for the Shanghai Stock Exchange 580 ETF, 380 ETF, and their respective ETF linked funds, providing investors with new tools to capture small-cap growth opportunities and focus on mid-cap new blue chips [3][6]. - The Shanghai 580 Index, which the 580 ETF tracks, aims to reflect the overall performance of small-cap stocks in the Shanghai market, positioning itself alongside other indices like the Shanghai 50, 180, and 380 [7]. Group 2: Characteristics of the Shanghai 580 Index - The Shanghai 580 Index is designed to represent small-cap stocks, with approximately 30% to 60% of its components belonging to sectors such as the Science and Technology Innovation Board, specialized and innovative enterprises, private economy, and emerging industries [7]. - The index includes 580 securities selected based on liquidity and ESG criteria, covering about 10% of the total market capitalization of A-shares in the Shanghai market, with a median market capitalization of approximately 8.5 billion and an average of about 9.4 billion [7]. Group 3: Performance of the Shanghai 580 Index - As of June 20, the Shanghai 580 Index has increased by 48.1% since its base date (December 28, 2018), with an annualized return of 6.46%, indicating strong growth potential for small-cap innovative stocks in the Shanghai market [8]. Group 4: Shanghai 380 Index Overview - E Fund also reported the Shanghai 380 ETF and its linked funds, with the optimized Shanghai 380 Index focusing on mid-cap new blue chips, selecting 380 constituent stocks with a median market capitalization of approximately 1.836 billion [10]. - The optimized Shanghai 380 Index is characterized by its stability, industry balance, and focus on emerging industries, making it a valuable investment tool for identifying mid-cap growth potential [10]. Group 5: Comprehensive Index System - The introduction of the Shanghai 580 Index and the optimization of the Shanghai 380 Index represent a significant upgrade to the flagship broad-based index system, providing a clear hierarchy of indices from large-cap to small-cap, thus filling the gap in representation for mid and small-cap companies [10].