登录新浪财经APP 搜索【信披】查看更多考评等级 【导读】科创板"1+6"新政落地：破冰资本困局 浇灌"硬科技"未来 科创板"1+6"新政落地： 破冰资本困局 浇灌"硬科技"未来 中国基金报记者 方丽 陆慧婧 科创板成长层落地 7月13日，上海证券交易所正式发布《科创板上市公司自律监管指引第5号——科创成长层》（以下简称 《科创成长层指引》）及六项配套业务规则（以下简称"1+6"新政），在科创板开板六周年之际，在中 国资本市场深化改革进程中落下关键一子。 多位业内人士表示，这套酝酿已久的政策"组合拳"精准支持技术有突破、前景广阔但未盈利科技型企业 的制度创新，直击未盈利"硬科技"企业融资痛点，通过设立科创成长层、优化上市标准、强化投资者保 护等系统性设计，为人工智能、商业航天、生物医药等新质生产力核心领域开辟资本通道。 制度包容性再升级 《科创成长层指引》等配套业务规则发布，市场期待已久的科创成长层正式落地。 科创板从上市到新"国九条"重新定义，持续强调"硬科技"定位。本轮改革更好地打通了高成长"硬科 技"企业的投融资两端，使得科创板定位更加明确，其中不少亮点受到公募投研人士关注。 招商中证科创创业50ETF ...

注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不预示 未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参考，不 构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险等级相 匹配的产品。基金有风险，投资需谨慎。 每日经济新闻 相关机构指出，发展新质生产力是当前政策对于国内经济方向的重要指引，在流动性宽松背景下，科创 类公司有望获得超额收益。科创创业50指数涵盖的国产AI、深海科技、人形机器人等新兴产业，正受 益于政策驱动及产业趋势。其中，国产AI领域国家通过政策扶持构建自主可控产业链；深海科技作为 战略新兴产业，政策利好持续释放，有望带动高端装备制造和海洋经济发展；人形机器人行业在政策与 产业共振下加速落地，关键技术突破推动商业化进程。整体来看，科创创业50相关行业在政策支持和技 术创新驱动下具备长期成长潜力。 科创创业ETF跟踪的是科创创业50指数，单日涨跌幅可达20%。该指数由中证指数有限公司编制，从上 海证券交易所科创板与深圳证券交易所创业板中精选市值大、流动性好的50只股票作为成分股。该指数 聚焦信息 ...

Group 1 - The report maintains a bullish outlook, actively seeking structural opportunities in the market, with the Shanghai Composite Index breaking through 3500 points, indicating a favorable market sentiment and risk appetite [2][3] - The financing balance has rapidly increased to 1.88 trillion yuan, reaching a new high since the tariff shock, suggesting improved market sentiment [8][2] - The report emphasizes a focus on technology growth sectors, particularly in the context of upcoming policy shifts and industry trends, with GDP growth in the first half of the year reaching 5.3%, higher than the previous year's 5% [3][2] Group 2 - The report suggests that the upcoming World Artificial Intelligence Conference on July 26 is expected to catalyze interest in the AI industry chain, recommending ETFs related to technology chips, consumer electronics, and communication equipment [5][4] - The report highlights the potential for rotation around growth sectors, with a focus on technology growth as a core direction, especially as the market shifts back to policy and industry trends [3][4] - The report recommends increasing allocations to cloud computing ETFs and photovoltaic ETFs, as well as monitoring the high-end equipment ETFs in the military sector due to favorable conditions [5][4] Group 3 - The report lists a selection of recommended ETFs, including the E Fund CSI 50 ETF, which tracks the technology innovation sector, and the Huaxia Hang Seng Technology ETF, which has a scale of 301.4 billion yuan [6][5] - The report notes that the volatility of the Hang Seng Technology Index has dropped to a historical low of around 80 points, indicating potential for a rebound [11][10] - The report emphasizes the importance of technology innovation as a key area for policy support, with ongoing discussions around structural adjustments expected to continue [3][4]

每日经济新闻 （责任编辑：张晓波 ） 【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 没有股票账户的投资者可关注国泰中证科创创业50ETF发起联接C（013307），国泰中证科创创业 50ETF发起联接A（013306）。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 太平洋证券指出，热门概念中，东数西算、华为鸿蒙、6G等科技主题处于估值三年历史较高分 位。从盈利预期看，计算机行业2025年盈利增速预期达243.6%；电子行业盈利预期增速63.9%且小幅上 调。整体来看，科创创业50相关行业以及数字经济等方向仍具备结构性机会。 科创创业ETF ...

南方中证1000ETF基金经理为崔蕾。 财报显示，南方基金旗下南方中证1000ETF为大智慧前十大股东，今年一季度不变，持股比例为0.31%。今年以来收益率9.45%，同类排名860(总3426)。 | 阶段涨幅 | 李度涨幅 | 年度涨幅 | | ■ 下载天天基金手机版,随时查 | | | | --- | --- | --- | --- | --- | --- | --- | | | 近1周 | 近1月 | | 近3月 | 近6月 | 今年来 | | 阶段涨幅 | 2.42% | 4.82% | | 11.20% | 17.59% | 9.45% | | 同类平均6 | 1.46% | 3.80% | | 9.24% | 12.95% | 7.01% | | 沪深300 | 1.32% | 3.97% | | 6.88% | 5.16% | 2.10% | | 跟踪标的? | 2.14% | 5.84% | | 8.82% | 11.21% | 8.47% | | 同类排名 3 | 553 4086 | 1152 3997 | " | 1066 3744 860 3426 | 719 3436 | | | ...

Core Viewpoint - The article highlights the strategic positioning of Huaxia Fund in the STAR Market ETF space, emphasizing its comprehensive product matrix and significant asset scale, which exceeds 92 billion yuan, while continuing to innovate and adapt to market changes [2][3][5]. Group 1: Huaxia Fund's ETF Strategy - Huaxia Fund has established a robust product matrix in the STAR Market, including active equity funds, index products, and newly approved STAR bond ETFs, showcasing its commitment to supporting the transformation of technological innovations into financial products [3][5]. - As of June 27, Huaxia Fund manages 8 STAR Market ETFs with a total scale of 927.58 billion yuan, making it the leading fund company in this sector [5][6]. - The company has been proactive in launching products that align with the development of the STAR Market, such as the Huaxia STAR 50 ETF, which has become the largest fund tracking the STAR 50 index with a management scale of 826.42 billion yuan [6][7]. Group 2: Market Trends and Investor Behavior - The STAR Market has become a significant focus for public funds, with public funds holding a total market value of 811.79 billion yuan, accounting for 12.8% of the STAR Market's total market capitalization as of December 2024 [5]. - Investors are increasingly shifting towards index investments due to the volatility in the equity market and the declining profitability of active equity funds, with STAR Market ETFs standing out for their transparency, low fees, high liquidity, and risk diversification [5][8]. Group 3: Policy and Future Developments - The China Securities Regulatory Commission (CSRC) has proposed enhancing the inclusivity of the STAR Market by enriching the index and ETF categories, which is expected to attract more long-term capital to support new productive forces [2][10]. - Huaxia Fund is actively responding to policy changes and has submitted applications for the first batch of STAR bond ETFs, indicating its readiness to expand its product offerings in line with regulatory developments [10][15]. Group 4: Investment Management and Technology - Huaxia Fund emphasizes a systematic approach to index investment management, relying on strong research capabilities to identify investment opportunities and optimize product offerings [12][14]. - The company has developed a modular investment model and tools to assist investors in making informed decisions, thereby enhancing the overall investment experience [13][14].

Core Viewpoint - The trading volume of the CSI Innovation and Entrepreneurship 50 Index ETF reached 475 million yuan today, marking a 45.17% increase compared to the previous trading day [1] Trading Volume Summary - The E Fund CSI Innovation and Entrepreneurship 50 ETF (159781) had a trading volume of 120 million yuan, an increase of 35.6 million yuan, with a growth rate of 42.17% [1] - The Southern CSI Innovation and Entrepreneurship 50 ETF (159780) recorded a trading volume of 80.53 million yuan, up by 22.29 million yuan, reflecting a growth rate of 38.28% [1] - The Fortune CSI Innovation and Entrepreneurship 50 ETF (588380) saw a trading volume of 45.16 million yuan, increasing by 19.34 million yuan, with a significant growth rate of 74.88% [1] - Other ETFs such as the Founder Fubon CSI Innovation and Entrepreneurship 50 ETF (588310) and the GF CSI Innovation and Entrepreneurship 50 Enhanced Strategy ETF (588320) also experienced notable increases in trading volume, with growth rates of 157.89% and 113.19% respectively [1] Market Performance Summary - As of market close, the average increase for ETFs tracking the CSI Innovation and Entrepreneurship 50 Index was 1.81%, with the highest performers being the Harvest CSI Innovation and Entrepreneurship 50 ETF (588400) and the GF CSI Innovation and Entrepreneurship 50 Enhanced Strategy ETF (588320), which rose by 2.01% and 1.93% respectively [1]

从市场表现看，截至收盘，跟踪中证科创创业50指数的相关ETF今日平均上涨1.64%，其中，涨幅居前 的有富国中证科创创业50ETF（588380）、国泰中证科创创业50ETF（588360）等，今日分别上涨 1.84%、1.74%。（数据宝） 中证科创创业50指数ETF6月24日成交额变动 | 基金代码 | 基金简称 | 今日涨跌幅 | 今日成交额 | 较上一交易日 | 环比增幅 | | --- | --- | --- | --- | --- | --- | | | | | | 增加 | | | 159781 | 易方达中证科创创业50ETF | 1.70% | 8441.48万元 | 4024.72万元 | 91.12% | | 159780 | 南方中证科创创业50ETF | 1.69% | 5823.91万元 | 3238.49万元 | 125.26% | | 159783 | 华夏中证科创创业50ETF | 1.69% | 3254.91万元 | 1754.52万元 | 116.94% | | 588300 | 招商中证科创创业50ETF | 1.64% | 2644.73万元 | 1254.90万元 ...

Market Outlook and ETF Strategy - Current market expectations are weak, with the Shanghai Composite Index experiencing a narrow fluctuation after a rebound, primarily due to ongoing US-China tensions, escalating geopolitical uncertainties, and a lack of new narratives to catalyze market movements [2] - The strategy suggests a return to a broad technology focus while avoiding sectors with low earnings visibility, especially as companies prepare to disclose mid-year earnings forecasts [2] - The report highlights a historical low win rate for dividend stocks in June, suggesting a potential pullback risk after dividend distributions [2] Industry Trends and ETF Recommendations - Short-term opportunities are expected to revolve around specific segments within the technology growth sector, emphasizing the importance of timing in capitalizing on market rotations [3] - Recommendations include focusing on the AI industry chain, both upstream and downstream, with specific attention to: 1. Upstream AI infrastructure, including high demand for AI computing power and semiconductor sectors, suggesting an increase in allocation to 5G communication and semiconductor ETFs [3] 2. Downstream consumer electronics, where valuations are at historical lows, and the gaming sector is expected to benefit from stable licensing and AI technology integration [3] 3. The defense sector, particularly aerospace, is highlighted due to potential growth opportunities amid geopolitical tensions [3] ETF Strategy Composition - The report lists a selection of ETFs recommended for investment, including: - E Fund CSI Innovation and Entrepreneurship 50 ETF with a scale of 81.5 billion [4] - Harvest CSI Semiconductor Materials and Equipment Theme ETF with a scale of 22.7 billion [4] - Harvest CSI 5G Communication Theme ETF with a scale of 67.4 billion [4] - Other ETFs focusing on AI, consumer electronics, and military sectors are also included in the strategy [4]

截至2025年5月29日 13:22，中证科创创业50指数强势上涨1.30%，成分股华大九天上涨14.14%，百利天恒上涨5.54%，康龙化成上涨5.37%，金山办公、中微 公司等个股跟涨。科创创业指数ETF(588400)上涨1.33%。拉长时间看，截至2025年5月28日，科创创业指数ETF近1年累计上涨12.58%。 流动性方面，科创创业指数ETF盘中成交1154.93万元。拉长时间看，截至5月28日，科创创业指数ETF近1年日均成交2809.60万元。规模方面，科创创业指 数ETF最新规模达16.96亿元。份额方面，科创创业指数ETF近3月份额增长1.23亿份，实现显著增长，新增份额位居可比基金前3。 数据显示，截至2025年4月30日，中证科创创业50指数前十大权重股分别为宁德时代、中芯国际、汇川技术、寒武纪、海光信息、迈瑞医疗、阳光电源、澜 起科技、中微公司、中际旭创，前十大权重股合计占比56.66%。 华泰证券表示，科技创新是实现我国新旧动能转换、推进中国式现代化的重要手段。自2024年4月新"国九条"发布以来，科创投资一系列政策逐渐加码，引 导更多资源向新质生产力聚集，A股硬科技含量持续提升， ...