易方达上证380ETF及其ETF联接基金

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中国基金报· 2025-07-11 15:18
Core Viewpoint - The approval of the first batch of Shanghai Stock Exchange 580 ETF and 380 ETF, along with their ETF linked funds, provides investors with new options for diversifying their investments in mid and small-cap stocks, filling a gap in the flagship broad-based index system of the Shanghai Stock Exchange [2][4]. Summary by Sections ETF Product Approval - On July 11, the first batch of Shanghai Stock Exchange 580 ETF and 380 ETF, along with their linked funds from Huaxia and E Fund, received approval [4]. - The Shanghai 580 Index focuses on small-cap growth opportunities, while the Shanghai 380 Index targets mid-cap new blue-chip stocks [2][4]. Index Characteristics - The Shanghai 580 Index is designed as a small-cap index, comprising stocks with market capitalizations between 5 billion and 10 billion yuan, covering approximately 10% of the total market capitalization of A-shares in the Shanghai market [4]. - The median market capitalization of the index's constituent stocks is about 8.5 billion yuan, with an average market capitalization of approximately 9.4 billion yuan [4]. Performance Metrics - As of July 10, the Shanghai 580 Index has increased by 58.96% since its base date, with an annualized return of 7.6%, indicating strong growth potential for small-cap innovative stocks in the Shanghai market [4][5]. - The Shanghai 380 Index has shown a remarkable increase of 460.86% since its base date, with an annualized return of 8.6%, highlighting the characteristics of mid-cap growth-oriented blue-chip stocks [7][8].