个人投资者是新年入市ETF的主力军，不少产品的个人份额达到90%。比如，拟于1月13日上市的鹏华 中证全指食品ETF和于1月14日上市的华夏中证全指食品ETF，个人投资者持有份额占比均超过94%，后 者的前十名份额持有人名单中的前8名，均是个人投资者。易方达中证港股通高股息投资ETF于1月12日 上市，个人投资者持有份额占比为93.92%，前十名份额持有人名单中有6名为个人投资者。 从首周入市的ETF来看，公募资金的股票仓位迅速提升。国泰中证港股通互联网ETF于1月9日上市，其 于1月6日发布的上市交易公告书显示，投资组合里股票持仓占基金总资产比例为4.8%。截至1月8日， 该ETF投资于标的指数成份股和备选成份股的资产比例已提升到96.59%。富国恒生生物科技ETF于1月8 日上市，其于1月5日发布的上市交易公告书显示，股票仓位为15.90%，截至1月7日，投资于标的指数 成份股和备选成份股的资产比例达到了98.01%。 次新主动基金尚处建仓期 新年行情暖意融融，公募增量资金持续入市。根据证券时报记者统计，截至1月9日，2026年以来入市的 公募资金预计在450亿元以上，主要包括：一是新年上市的22只股票E ...

Group 1 - Three stock ETFs have released listing announcements, with the highest stock allocation being 62.01% for the Xingquan CSI 300 Quality ETF, followed by 40.68% for the Jianxin Growth Enterprise Board Comprehensive Enhanced Strategy ETF [1] - In January, a total of 10 stock ETFs announced their listings, with an average allocation of only 19.47% [1] - The lowest allocations were noted for the Penghua CSI All Share Food ETF at 0.40%, the Guotai CSI Hong Kong Internet ETF at 4.80%, and the E Fund Shanghai Stock Exchange Sci-Tech Innovation Board Chip ETF at 5.37% [1] Group 2 - The average number of shares raised by the newly announced ETFs in January is 3.79 million, with the Xingquan CSI 300 Quality ETF leading at 11.57 million shares [2] - Institutional investors hold an average of 11.55% of the shares, with the highest proportions in the Ping An Hang Seng China Central Enterprise Dividend ETF at 25.59%, Jianxin Growth Enterprise Board Comprehensive Enhanced Strategy ETF at 20.28%, and Xingquan CSI 300 Quality ETF at 18.88% [2] - The newly established stock ETFs have varying construction periods, with the Jianxin Growth Enterprise Board Comprehensive Enhanced Strategy ETF set to have a stock allocation of 40.68% upon listing [2]

新华财经北京12月24日电四大证券报内容精华摘要如下： 中国证券报 ·银行车企年末冲业绩 "0"字组合超常规车贷揽客 在诸多政策利好作用下，汽车金融市场竞争愈发激烈。记者日前走访北京地区多家汽车4S店发现，银 行、汽车金融公司等金融机构抓住汽车销售旺季，携手燃油汽车与新能源汽车厂商，从降低购车成本与 简化贷款流程入手，抢夺汽车金融市场。激烈竞争下，市场上甚至出现了"0首付+0利率"的超常规金融 方案。"12月是冲销量的关键月份，车企会联合金融机构，加大汽车消费优惠力度。"多位汽车4S店销售 人员告诉记者。事实上，银行年末冲刺车贷业务并非新鲜事，但今年的力度尤为明显。某国有大行相关 负责人向记者坦言，银行此举既是对自身业绩冲刺的需要，更是为应对信贷市场变化进行战略布局。 ·"蚂蚁阿福"强势出圈 AI医疗产业商业化加速 "健康大小事，阿福帮你讲明白。"电梯间、商场大屏、微博开屏，这款名为"蚂蚁阿福"的AI医疗应用近 期突然闯入大众视野，一夜之间，阿福无处不在。随着产品的强势推广，二级市场AI医疗板块闻风而 动，相关概念股迎来一波上涨。业内人士认为，随着"蚂蚁阿福"等现象级产品持续推出，AI医疗行业商 业化加速，相 ...

Core Viewpoint - The establishment of the E Fund CSI Hong Kong Stock Connect High Dividend Investment ETF reflects a trend among public fund institutions to increase their investment in Hong Kong-themed funds during a market adjustment phase, indicating optimism about the future performance of the Hong Kong stock market [1][2]. Group 1: Fund Activity - In December, 21 public fund institutions have submitted applications for a total of 28 Hong Kong-themed funds, covering sectors such as technology, dividends, consumption, internet, and healthcare [2]. - Several Hong Kong-themed funds have chosen to end their fundraising periods early, such as the Pengyang Hong Kong Stock Connect Selected Mixed Fund, which advanced its deadline by over a month [2]. - The pace of new fund establishment and investment has accelerated, with the E Fund ETF completing its fundraising on December 17 and announcing its establishment on December 23 [2]. Group 2: Market Outlook - Analysts believe that the actions of public fund institutions reflect a recognition of the Hong Kong stock market's value as a key asset class in China, with expectations for a dual boost in fundamentals and valuations in the future [3]. - The Hong Kong stock market has been in a phase of adjustment since October, with external disturbances causing fluctuations, but macroeconomic fundamentals are seen as crucial for a broader market recovery [3]. - Looking ahead, it is anticipated that Hong Kong's earnings will bottom out in 2025, with significant revenue and profit growth expected in 2026 [3]. Group 3: Investment Opportunities - The focus on structural investment opportunities is emphasized, particularly in high-dividend assets and the technology sector, which are expected to have substantial upward potential [4]. - The appeal of Hong Kong high-dividend assets is increasing due to their attractive yields and lower volatility, especially in a declining interest rate environment [4]. - The consumption sector is also expected to receive significant policy support, with current valuations at relatively low levels, indicating potential for medium to long-term growth [4].

该基金的业绩比较基准为：中证港股通高股息投资指数收益率（使用估值汇率折算）。 易方达中证港股通高股息投资ETF（520813）将于2025年12月8日至2025年12月16日进行发售，首次募 集规模上限为20亿元，该基金的场内简称为港高股息，基金管理人为易方达基金，由宋钊贤担任该基金 的基金经理。 ...