ETF5日午间收盘涨跌不一，电池ETF嘉实（562880）领涨6.98%，电池ETF（561910）涨6.97%，电池 50ETF（159796）涨6.56%，银行ETF（159887）领跌1.25%，银行ETF南方（512700）跌1.06%，银行 ETF龙头（512820）跌1.02%。截至午间，ETF两市成交额报2169.41亿元，分类型来看，股票型ETF成 交额1099.98亿元，债券型ETF成交额568.06亿元，货币型ETF成交额184.13亿元，商品型ETF成交额 33.33亿元，QDII型ETF成交额283.90亿元。其中，成交额最高的非货币型ETF分别是广发中证香港创新 药(qdii-ETF)（513120）、易方达中证香港证券投资主题ETF（513090）、易方达创业板ETF （159915），成交额分别为73.52亿元、64.87亿元、48.10亿元。 （来源同花顺，以上信息为南都·湾财社AI大数据自动生成） ...

2025.09.05 本 文字数：1391，阅读时长大约2分钟 沪指报3778.95点，涨0.35%，深成指报12362.85点，涨2.01%，创业板指报2872.91点，涨3.48%。沪深京 三市上涨个股超3900只，超1300只个股下跌。 | 全A | 涨 3901 | 平 173 | 跌 1351 | | --- | --- | --- | --- | | | | A股重要指数 | | | 名称 | 最新 = | 涨跌 | 涨幅 | | 上证指数 | 3778.95 | +13.07 | +0.35% | | 深证成指 | 12362.85 | +244.15 | +2.01% | | 北证50 | 1581.22 +42.24 | | +2.74% | | 创业板指 | 2872.91 | +96.66 | +3.48% | 新能源产业链爆发，固态电池、光伏、储能等板块领涨，CPO、PCB等算力硬件股集体反弹，创新药概 念活跃；大消费板块走低，零售、白酒、旅游及酒店板块下挫，银行股回调。 | 板块名称 | 涨幅晶 | 王力金额 | 板块名称 | 涨幅4 | 主力金额 | | --- | --- | - ...

Core Viewpoint - The article highlights a significant surge in the A-share market, particularly in the new energy sector, with the ChiNext Index rising by 3.48% and various related stocks experiencing substantial gains [3][4]. Market Performance - The Shanghai Composite Index closed at 3778.95 points, up 0.35% - The Shenzhen Component Index reached 12362.85 points, increasing by 2.01% - The ChiNext Index stood at 2872.91 points, marking a rise of 3.48% [3][4]. Sector Highlights - The new energy industry chain, including solid-state batteries, photovoltaic, and energy storage sectors, led the market rally - Other notable sectors included computing hardware stocks like CPO and PCB, which also saw a rebound - Conversely, the consumer sector, including retail, liquor, tourism, and hotel stocks, experienced declines [4][5]. ETF Performance - Multiple battery-themed ETFs surged over 7%, with specific ETFs like the Battery ETF by Jiashi (562880) and Battery 50 ETF (159796) showing significant increases of 7.44% and 7.22% respectively [6][7]. Trading Volume - The trading volume of the Shanghai and Shenzhen markets exceeded 1 trillion yuan for the 72nd consecutive trading day, although it was down by over 170 billion yuan compared to the previous day [8]. Notable Stocks - CATL's A-share trading volume surpassed 10 billion yuan, with a price increase of over 4% [11]. - Solid-state battery stocks were particularly active, with companies like Tianji Co. and Jinyin Galaxy seeing substantial price increases [18].

上证报中国证券网讯 9月5日，ETF午间收盘涨跌不一，电池ETF嘉实(562880)涨6.98%，电池 ETF(561910)涨6.97%，电池50ETF(159796)涨6.56%，银行ETF(159887)跌1.25%，银行ETF南方(512700) 跌1.06%，银行ETF龙头(512820)跌1.02%。 来源：上海证券报·中国证券网 ...

9月3日，截至10:44，A股探底回升，同类规模最大，费率最低档的电池50ETF(159796)爆量上涨3.41%，最新价报0.759元。资金再度汹涌增 仓， 电池50ETF(159796)盘中获超1.6亿份净申购，资金此前已连续3日汹涌增仓超3.5亿元。 中证电池主题指数(931719)强势上涨3.05%，成分股亿纬锂能(300014)上涨14.20%，上能电气、阳光电源等涨超8%，国轩高科涨超5%，欣旺达 涨超4%，宁德时代、天赐材料等强势跟涨。 | 序号 | 代码 | 名称 | 申万—级行业 | 现价 | 涨跌幅 | 成交额 | 估算权重▼ | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 300274 | 阳光电源 | 电力设备 | 107.99 | 8.37% | 72.10 Z | 12.32% | | 2 | 300750 | 宁德时代 | 电力设备 | 309.91 | 2.32% | 65.9917. | 8.32% | | 3 | 002050 | 三花智控 | 家用电器 | 31.84 | -3.52% | 33.04亿 ...

Core Viewpoint - The A-share market is experiencing a significant rally, driven by improved market confidence, active capital flow, heightened investor risk appetite, and a booming industrial sector, particularly in technology and innovation [1][3][4]. Group 1: Market Drivers - Policy improvements have bolstered capital market confidence and catalyzed economic recovery, with GDP growth of 5.3% year-on-year in the first half of 2025, surpassing the annual target [1]. - The capital market is seeing sustained activity, with margin trading balances reaching a near 10-year high and daily trading volumes exceeding 2 trillion yuan, attracting foreign investment due to lower valuations of Chinese assets amid a U.S. interest rate cut cycle [1]. - Investor risk appetite has significantly increased due to policy catalysts and expectations of economic recovery [3]. Group 2: Investment Opportunities - ETFs are highlighted as effective tools for navigating the current market, addressing stock selection challenges and lowering investment thresholds, with many ETFs priced around 1 yuan per unit, making them accessible [5][6]. - The securities sector is poised for growth, supported by active trading, new business ventures by Chinese brokerages, and strong financial policies, making securities ETFs a focal point for investment [7]. - The semiconductor sector shows robust recovery, with a projected net profit growth of 104% for 2025, driven by AI advancements and domestic substitution trends [7]. - The cloud computing sector is positioned to benefit from the increasing demand for computing power, with ETFs capturing both domestic and Hong Kong market opportunities [7]. - The robotics sector is experiencing rapid development, with various products and themes emerging, presenting investment opportunities in robotics ETFs [7]. - Traditional energy and new energy sectors are also highlighted, with ETFs focusing on industrial metals and renewable energy benefiting from favorable policies and market demand [7][8]. Group 3: Consumer and Technology Focus - The consumer sector is gaining traction, with significant inflows into consumer ETFs, reflecting a strong emphasis on domestic consumption [8]. - The TMT (Technology, Media, and Telecommunications) sectors are expected to thrive under supportive policies and market conditions, with ETFs focusing on technology innovation and growth [9].

ETF Industry News - The three major indices collectively rose, with the Shanghai Composite Index increasing by 1.15%, the Shenzhen Component Index by 1.68%, and the ChiNext Index by 2.3. Multiple ETFs in the electric power equipment sector saw significant gains, including the Kexin New Energy ETF (588830.SH) up by 4.71%, Battery 50 ETF (159796.SZ) up by 4.12%, and Battery ETF (561910.SH) up by 4.01. In contrast, several ETFs in the non-ferrous metals sector declined, with the Gold Stocks ETF (517400.SH) down by 1.47% [1][3][6] - Wanlian Securities noted that in the context of energy transition, global renewable energy installations are rapidly increasing, coupled with the upgrade of grid equipment, leading to stable growth in global grid construction investment. China's electric power equipment products possess technological and cost advantages, making them competitive, with the export of transformers, electric meters, switches, and cables expected to benefit continuously [1] New ETF Launches - The first batch of the Shanghai Stock Exchange 580 ETF has been reported, with Huaxia Fund and E Fund simultaneously applying for the Shanghai Stock Exchange 580 ETF and its linked fund. The Shanghai 580 Index, which focuses on small-cap stocks, was just released in mid-June, and the recently optimized Shanghai 380 Index has also attracted interest from public funds [2] Market Performance Overview - On June 24, the three major indices rose collectively, with the Shanghai Index closing at 3420.57 points, the Shenzhen Component at 10217.63 points, and the ChiNext Index at 2064.13 points. The North Stock 50 and ChiNext Index ranked high in daily performance, with daily increases of 3.65% and 2.3%, respectively [3] Sector Performance - In the performance of various sectors, electric power equipment, non-bank financials, and retail trade ranked at the top, with daily increases of 2.85%, 2.68%, and 2.64%, respectively. In contrast, the oil and petrochemical, coal, and defense sectors lagged behind, with daily changes of -2.1%, -0.22%, and 0.13% [6] ETF Market Performance - The overall performance of ETFs showed that cross-border ETFs performed the best with an average increase of 1.94%, while commodity ETFs had the worst performance with an average decrease of -1.21% [8] - The top five performing ETFs today included the Kexin New Energy ETF (588960.SH) with a return of 9.44%, followed by the Robot 50 ETF (159559.SZ) at 4.79%, and the Kexin New Energy ETF (588830.SH) at 4.71% [10] Trading Volume of Different ETF Categories - The top three ETFs by trading volume were the CSI 300 ETF (510300.SH) with a trading volume of 4.815 billion, Kexin 50 ETF (588000.SH) at 3.393 billion, and A500 ETF (512050.SH) at 3.345 billion [12][13]

打包市场龙头，抢反弹就买指数ETF>> 电池50ETF(159796)涨超4%，成交额4498.62万元，较昨日此时放量102.46%，近1月份额增加900.00万 份。 ...

电池50ETF(159796)涨超3%，最新价创20日新高，成交额1874.38万元，近1月份额减少1400万份。 打包市场龙头，抢反弹就买指数ETF>> ...

近期，电池板块新技术持续创新突破，钠电有望迈入量产元年，固态电池产业化持续推进，动力电池新国标发布也将为钠电、固态电池等新 技术提供发展机遇。看好电池板块技术突破带动板块估值重塑，认准低费率的电池50ETF（159796）。 4月22日，同类规模最大且是最低费率的电池50ETF（159796）水下震荡，当前跌0.37%。从技术分析来看，MACD白线上穿黄线，释放积极信 号。 【钠电有望进入量产元年】 开源证券火线点评，钠电有望进入量产元年。虽然钠电当前成本仍较高，但低温性能、安全性等相对锂电具有优势，有望在北方寒冷使用场 景下率先落地，从远期来看，钠电降本潜力广阔，且钠资源地壳含量为2.74%，约为锂的421倍，具备自主可控性。宁德钠电池量产构建钠电 从原材料、制造体系到应用端闭环，2025年有望成为钠电池量产元年，供应链有望受益。（来源于开源证券20250422《宁德时代科技日发 布"纳新"电池领跑行业，钠离子电池有望迎量产元年》） 电池50ETF（159796）成分股多数回调，多氟多涨超3%，特锐德、湖南裕能涨超2%，尚太科技、宁德时代涨超1%，三花智控、科华数据、欣 旺达等回调。 开源证券认为，钠电池能 ...