（责任编辑：刘畅 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com A股今日集体上涨，截至收盘，沪指涨0.18%，深成指涨0.09%，创业板指涨0.71%，北证50指数跌 0.05%，沪深京三市成交额29215亿元，较上日缩量3592亿元，三市超1900只个股飘红。 板块题材上， 贵金属、半导体、培育钻石、光伏设备、保险、军工装备、CPO、AI语料板块涨幅居前；生物疫苗、煤 炭开采加工、化学化工、电池、猪肉、白酒、旅游及酒店、电网设备板块跌幅居前。 ETF方面，半导体板块强势走高，华泰柏瑞基金中韩半导体ETF、华夏基金科创半导体ETF、华泰 柏瑞基金科创半导体设备ETF分别涨4.51%、3.59%、3.52%。科创100指数午后拉升，国泰基金科创板 100ETF涨3.41%。CPO板块久违反弹，创业板人工智能ETF华宝涨2.76%。 国证2000ETF工银跌4.93%。疫苗板块走低，疫苗ETF、疫苗ET ...

Market Overview - The three major A-share indices showed mixed performance in the morning session, with the Shanghai Composite Index up by 0.03%, the Shenzhen Component down by 0.37%, and the ChiNext Index up by 0.44% [1] - The North China 50 Index fell by 1.26%, and the total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 1.89 trillion yuan, a decrease of 372.6 billion yuan compared to the previous day [1] - Over 4,400 stocks in the market experienced declines [1] Sector Performance - The computing power hardware industry chain strengthened, with CPO and memory sectors leading the gains [1] - Gold and semiconductor concept stocks also showed strength, while sectors such as consumer goods, lithium batteries, rare earth permanent magnets, innovative pharmaceuticals, and AI applications weakened [1] ETF Performance - In the ETF market, the semiconductor equipment sector saw significant gains, with the Huaxia Fund's Sci-Tech Semiconductor ETF, the Huatai-PB Fund's Sci-Tech Semiconductor Equipment ETF, and the Penghua Sci-Tech Semiconductor Equipment ETF all rising over 3% [1] - The CPO sector remained resilient, with the Guotai Fund's Communication ETF and the Fuguo Fund's Communication Equipment ETF increasing by 2.31% and 2.27%, respectively [1] - Conversely, the Guotai 2000 ETF from ICBC fell by 7%, and the vaccine sector declined, with the Vaccine ETF and the Fuguo Vaccine ETF both dropping by 5% [1] - The lithium battery sector faced a broad decline, with the Lithium Battery ETF and the Southern Battery ETF both down by 3% [1]

今日午后开盘，疫苗概念快速拉升，疫苗、生物医药、创新药等细分领域表现亮眼，截至发稿，疫苗 ETF富国（159645）盘中涨3.87%，其成分股华兰疫苗涨20%，万孚生物涨超17%，智飞生物涨超13%。 消息面上，华兰疫苗发布公告，公司重组带状疱疹疫苗于近日获得国家药品监督管理局颁发的药物临床 试验批准通知书，获准开展临床试验。该进展被视为公司在重要预防领域管线布局的关键突破。市场预 期随着国内老龄化进程加快，带状疱疹疫苗接种需求增长空间较大。 疫苗ETF富国（159645）紧密跟踪国证疫苗与生物科技指数（980015）指数，指数由业务涉及生物科技 产业的50家A股上市公司组成，反映A股市场的生物科技产业中优质上市公司的整体表现，帮助投资者 精准捕捉医疗疫苗领域投资机会。 （文章来源：每日经济新闻） 相关机构表示，长期来看，疫苗渗透率提升叠加人口老龄化进程加快，如带状疱疹疫苗接种需求增长空 间较大。而国内创新型疫苗的加速审批上市、鼓励疫苗研发投入加大等相关政策的陆续发布，也将推动 我国疫苗行业快速发展。此外，疫苗出海也为疫苗行业拓宽了需求领域，近期海外如印度西孟加拉邦暴 发尼帕病毒疫情也引发关注。 ...

Group 1 - Vaccine-related stocks have shown strong performance, with Zhifei Biological rising over 16%, Watson Bio increasing by more than 11%, and Kangtai Biological up by over 8% [1] - The vaccine-related ETFs have also experienced a rise of approximately 4% [1] Group 2 - Specific ETF performance includes: - Vaccine ETF from Fuguo at 0.727, up by 0.029 (4.15%) - Vaccine ETF from Penghua at 0.705, up by 0.028 (4.14%) - General Vaccine ETF at 0.642, up by 0.023 (3.72%) [2] - Institutions indicate that the long-term growth potential for vaccine demand is significant due to increasing vaccination penetration and an aging population [2] - The acceleration of approval and market entry for innovative domestic vaccines, along with increased investment in vaccine research and supportive policies, is expected to drive rapid development in China's vaccine industry [2]

Group 1 - The 2025 stock ETF fund annual report reveals a significant performance, with the champion fund soaring by 233% during the year [1][3] - The overall industry scale is approaching a new high of 36 trillion yuan [1][3] - The worst-performing funds for the year include Penghua Wine ETF with a decline of 12.2%, Huaan Food and Beverage ETF down by 8.75%, and Yinhua Food ETF decreasing by 8.66% [1][3] Group 2 - Over the past three years, the vaccine ETFs have experienced substantial declines, with the Fuguo Vaccine ETF down by 37.96%, Guotai Vaccine ETF down by 37.68%, and Penghua Wine ETF down by 36.54% [2][4]

Core Insights - The 2025 stock ETF has shown a remarkable performance with a year-to-date increase of 233%, indicating a strong recovery in active equity investments [1][2] - The overall industry scale is approaching a new high of 36 trillion yuan, reflecting significant growth in the investment sector [1][2] Performance Summary - The 2025 stock ETF's performance from 2023 to 2025 has been officially released, highlighting the substantial gains in certain funds [1][2] - Specific ETFs such as the vaccine ETFs have experienced significant declines, with the 富国 vaccine ETF down by 37.96%, the 国泰 vaccine ETF down by 37.68%, and the 鹏华 wine ETF down by 36.54% over the same period [1][2]