近期，A股大盘指数出现回暖，沪指成功突破3400点，但是原油、豆粕等大宗商品期货价格下跌，带动相关ETF出现回调。 天天基金网数据显示，截至6月27日，一周跌幅榜排名前十的被动指数基金分别为前海开源1-3年国开债D基金、建信易盛郑商所能源化工期货ETF联接C基 金、建信易盛郑商所能源化工期货ETF联接A基金、华夏饲料豆粕期货ETF联接C基金、华夏饲料豆粕期货ETF联接A基金、博时中证油气资源ETF发起式联 接A基金、博时中证油气资源ETF发起式联接C基金、汇添富中证油气资源ETF发起式联接C基金、汇添富中证油气资源ETF发起式联接A基金、景顺长城国 证石油天然气ETF发起式联接A基金等。 一季报显示，存在多家机构进行高比例申购和赎回前海开源1-3年国开债基金，有个人申购该基金份额约1877.76万份。 风险提示：观点仅供参考，不构成投资建议，市场有风险，投资需谨慎。基金过往业绩不代表未来表现，基金管理人及基金经理管理的其他基金的业绩并不 构成对本基金业绩表现的保证。 | 全部(21529) | | | 指数型(3913) | | 股票型(1038) | 混合型(8612) | | 债券型(6 | | --- ...

Core Insights - In June, the total market value of 83 state-owned listed companies in Shandong increased by 17.286 billion yuan, with 54 companies experiencing growth, 1 remaining stable, and 28 seeing a decrease [1] Market Value Changes - Shandong Gold (600547.SH) led the market value increase with a growth of 6.976 billion yuan, followed by Inspur Information (000977.SZ) with 2.841 billion yuan and Zhongtai Securities (600918.SH) with 2.369 billion yuan [1] - The top ten companies by market value increase included Weichai Power (000338.SZ) with 2.303 billion yuan and Weichai Heavy Machinery (000880.SZ) with 1.875 billion yuan [1] Stock Price Performance - Shandong Melon (002490.SZ) had the highest stock price increase in June, with a rise of 61.42%, followed by Meichen Technology (300237.SZ) at 28.24% and Hongxing Development (600367.SH) at 23.24% [2][3] - Other notable performers included Weichai Heavy Machinery (000880.SZ) with a stock price increase of 17.6% and Haizhu Co. (301262.SZ) at 15.21% [3] Company Announcements and Developments - Inspur Information announced a share buyback plan with a total fund of no less than 200 million yuan and not exceeding 300 million yuan, with a maximum buyback price of 75.59 yuan per share [4] - Zhongtai Securities reported that Inspur Information is expected to see sustained growth in revenue and profit due to the GenAI wave [5] Performance Declines - Yanzhou Coal (600188.SH) experienced the largest market value decline in June, losing 4.173 billion yuan, followed by Shandong Expressway (600350.SH) with a decrease of 3.786 billion yuan and Qingdao Beer (600600.SH) with a drop of 3.34 billion yuan [6][7] - Other companies with significant market value losses included Shanjin International (000975.SZ) and Qingdao Port (601298.SH), both losing over 2 billion yuan [8] Additional Company Insights - Yanzhou Coal is recognized as a leading coal producer in East China, focusing on coal production, processing, and sales, with a strong outlook due to rising coal prices [9] - Luyuan Pharmaceutical (600789.SH) has shown consistent revenue growth, with projected revenues of 5.621 billion yuan, 6.147 billion yuan, and 6.233 billion yuan from 2022 to 2024 [9][10]

Group 1 - The average net value of QDII funds increased by 13.19% in the first half of the year, with significant performance from Hong Kong innovative drug sector funds, many of which saw net value increases exceeding 40% [1] - The top-performing QDII fund, Huatai-PB Hang Seng Innovation Drug ETF, achieved a remarkable 93.49% increase, followed by several other funds with gains over 50% [1] - QDII products related to European stock markets and gold also performed well, with net value increases surpassing 20% for funds like Huaan Germany DAX ETF and Jiashe Gold [1] Group 2 - Oil-related QDII funds experienced significant volatility in returns this year, with Brent crude oil prices dropping below $60 per barrel in April due to OPEC production increases and weak demand [2] - Following recent geopolitical tensions, international oil prices have rebounded, leading to a recovery in the returns of oil-related QDII funds, with Jiashe Oil seeing a 12.14% increase in net value since June [2] - Other oil-related ETFs, such as the Fuguo S&P Oil and Gas Exploration and Production Select Industry ETF, also reported net value increases exceeding 5% [2]

公告送出日期：2025年6月28日 （4）如投资者于2025年6月27日15点之后申购、转换转入或定期定额投 资上述基金，将适用上述限制 安排，敬请投资者注意。 （5）在本基金暂停大额申购、转换转入、定期定额投资业务期间，其它业务正常办理。本基金恢复办 理大额申购、转换转入、定期定额投资业务的时间将另行公告。 （6）如有疑问，请拨打博时一线通：95105568（免长途话费）或登录本公司网站www.bosera.com获取 1、公告基本信息 ■ 2、其他需要提示的事项 （1）2025年6月30日起，投资人通过各代销机构（博时财富基金销售有限公司除外）申购本基金A类、 C类人民币份额单日每个基金账户的申购、转换转入及定期定额投资累计金额应不超过10万元（本基金 人民币A、C两类基金份额申请金额予以合计）；本基金A类、C类美元现汇份额单日每个基金账户的申 购、转换转入及定期定额投资累计金额应不超过1.5万美元（本基金美元现汇A、C两类基金份额申请金 额予以合计）。如单日每个基金账户的申购、转换转入及定期定额投资累计金额超过以上情况，本基金 管理人有权拒绝。 （2）2025年6月30日起，投资人通过博时财富基金销售有 ...

每经记者｜肖芮冬 每经编辑｜叶峰 ｜2025年6月23日星期一｜ NO.1 董方离任招商基金副总经理 6月19日，招商基金发布公告，董方因工作安排，于6月19日离任公司副总经理。 履历显示，董方1995年5月~2001年5月任职于交通银行深圳分行；2001年5月~2023年8月任职于招商银 行，曾任总行资产管理部副总经理、总行财富管理部副总经理、总行财富平台部副总经理。2023年8月 加入招商基金，自2023年9月28日起担任招商基金党委委员、副总经理。 NO.2 权益类新基金建仓加速 Wind数据显示，截至6月19日，6月份以来新成立的权益类基金已有47只。值得注意的是，多只成立时 间不足半个月的基金已步入建仓阶段，单位净值发生了变动。 以成立于6月4日的汇添富中证油气资源ETF发起式联接基金为例，6月6日，该基金A份额的单位净值出 现波动，从此前的1元变为1.0012元。 此外，首批新型浮动费率基金近期密集公告成立，其中比较早成立的东方红核心价值混合，在成立后的 一周内就已开始建仓。截至6月13日的净值数据显示，该基金A类份额净值为0.9985元。 NO.3 油气类产品业绩"超车"创新药主题 6月份以来， ...

ETF Industry News Summary Core Insights - The three major indices experienced fluctuations and declines, while several oil and gas-related ETFs saw gains, indicating a potential shift in investor sentiment towards energy sectors amidst geopolitical uncertainties [1][4]. Market Performance - The Shanghai Composite Index fell by 0.79% to 3362.11 points, the Shenzhen Component Index decreased by 1.21% to 10051.97 points, and the ChiNext Index dropped by 1.36% to 2026.82 points [4]. - The oil and gas sector outperformed, with the Oil and Gas Resources ETF (563150.SH) rising by 1.24%, and the Oil and Gas Resources ETF (159309.SZ) increasing by 0.99% [1][13]. - Conversely, the gold sector faced declines, with the Gold Stocks ETF (517520.SH) down by 2.35% [1]. ETF Market Developments - The Shenzhen Stock Exchange held a meeting focused on the high-quality development of the bond ETF market, discussing improvements in institutional mechanisms and product systems [2]. - The China Securities Regulatory Commission announced that starting from October 9, 2025, qualified foreign investors will be allowed to participate in on-exchange ETF options trading, aimed at enhancing the investment landscape for foreign institutions [3]. ETF Category Performance - Among various ETF categories, bond ETFs showed the best performance with an average increase of 0.02%, while cross-border ETFs had the worst performance with an average decline of 1.80% [10]. - The top-performing ETFs included the Oil and Gas Resources ETFs and the Semiconductor ETF, with respective gains of 1.24%, 0.99%, and 0.93% [13][14]. Trading Volume Insights - The top three ETFs by trading volume were the A500 ETF (159351.SZ) with a volume of 2.964 billion, the A500 ETF Fund (512050.SH) at 2.734 billion, and the CSI 300 ETF (510300.SH) at 2.331 billion [17][18].

Group 1 - The China-Central Asia Trade Facilitation Cooperation Platform was officially established during the second China-Central Asia Summit, marking a significant step in enhancing trade relations between Jiangsu and Central Asian countries [1] - Jiangsu has a strong foundation for industrial cooperation with Central Asia, particularly in sectors such as new energy, equipment manufacturing, oil and gas, and modern agriculture, creating a tightly-knit collaboration across the industrial chain [1] - The platform aims to integrate resources and expand its functional boundaries, focusing on high-quality Belt and Road Initiative construction, and will attract enterprises and products from surrounding provinces and Belt and Road countries [2] Group 2 - The platform will promote the import of agricultural products, mineral products, and oil and gas from Central Asia, while exporting daily necessities such as photovoltaic components, new energy vehicles, textiles, and children's products [3] - Cultural exchange initiatives will include signing agreements for joint training of youth talents, establishing vocational training programs, and hosting multicultural events to enhance mutual understanding [3] - The Jiangsu Provincial Department of Commerce emphasizes the importance of leveraging provincial resources to support the platform's operation, aiming to deepen integration into the Belt and Road Initiative and expand international cooperation [3]

打包市场龙头，抢反弹就买指数ETF>> ETF开盘涨跌不一，港股通ETF(513990)领涨2.01%，港股创新药ETF(513120)涨1.69%，港股通医药 ETF(159776)涨1.48%，油气资源ETF(563150)领跌1.77%，石油天然气ETF(159588)跌1.76%，油气ETF博 时(561760)跌1.65%。 ...

每经记者｜刘明涛 每经编辑｜肖芮冬 受地缘冲突相关消息影响，WTI原油期货日内一度涨超9%，这也令今天整个油气板块集体大涨。在ETF市场，标普油气ETF半日涨幅均超过7%，以追踪国 内标的为主的多只油气资源ETF半日涨幅也超过3%。 | | | 油气行业相关ETF | | | --- | --- | --- | --- | | 代码 | 名称 | 涨幅％ | 现代 | | 159981 | 能源化工ETF | 5.03 | 1.35 | | 159309 | 油气资源ETF | 3.43 | 0.95 | | 561760 | 油气ETF博时 | 3.21 | 0.96 | | 563150 | 油气资源ETF | 3 | 0.9 | | 159588 | 石油天然气ETF | 2.88 | 0.96 | | 159697 | 油气ETF | 2.7 | 1.02 | | 561360 | 石油ETF | 2.25 | 1.04 | | 561570 | 油气ETF华泰柏瑞 | 1.98 | 0.9 | 投资逻辑来看，2024年，我国原油进口依存度为72%，天然气进口依存度为43%，油气资源进口依存度较高。今 ...

山东墨龙石油机械股份有限公司的主营业务是能源装备行业所需产品的设计研发、加工制造、销售服务 与出口贸易。公司的主要产品是石油钻采机械装备、石油天然气输送装备、油气开采装备。公司在能源 装备专用设备领域具有较强的研发能力，已承担国家级、省级有关科研项目80余项，拥有山东省级企业 技术中心、山东省石油专用管工程技术研究中心、国家认可实验室（CNAS）及潍坊市石油机械工程技 术研究中心等创新平台，是高新技术企业、中国能源装备基地龙头企业；2023年，公司被评为寿光市唯 一一家国家知识产权示范企业。 6月10日，山东墨龙今日收盘3.99元，下跌2.44%，最新市净率6.40，总市值31.83亿元。 资金流向方面，6月10日，山东墨龙主力资金净流出436.29万元，近5日总体呈流出状态，5日共流出 955.96万元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)55山东墨龙-12.47-72.856.4031.83亿行业平均 60.5369.554.1460.60亿行业中值49.5649.743.1440.37亿1中船应急-1691.09878.182.9275.89亿2利和 兴-773.05587.644. ...