Group 1 - The central government emphasizes the need to regulate low-price disorderly competition among enterprises, guiding them to improve product quality and promote the orderly exit of backward production capacity [1] - The recent meetings highlighted the importance of strengthening product consistency checks and enforcing anti-unfair competition laws, as well as the need for government guidance, industry self-discipline, and corporate action to address "involution-style" competition [1] - The price of polysilicon futures surged over 5% to 34,490 yuan/ton, while industrial silicon futures rose by 3.32% to 8,090 yuan/ton, indicating a positive market reaction [1] Group 2 - The photovoltaic sector and steel sector showed significant gains, with the Kexin New Energy ETF (588830.SH) rising by 0.27% [2] - Major component stocks within the ETF, such as Daqo New Energy, JinkoSolar, and Trina Solar, experienced notable increases in their stock prices, with Daqo New Energy up by 9.45% [2] - The Kexin New Energy Index reflects the performance of 50 large-cap listed companies in the photovoltaic, wind power, and new energy vehicle sectors, with photovoltaic equipment accounting for 47.60% and batteries for 39.3% of the index [2]

Market Overview - On June 30, A-shares saw all three major indices rise, with the Shanghai Composite Index up by 0.59%, the Shenzhen Component Index up by 0.83%, and the ChiNext Index up by 1.35% [1] - The STAR Market Composite Index led the gains with an increase of 1.70% [2] - Over 4,000 stocks in the market experienced an increase [1] Hong Kong Market - On the same day, major indices in the Hong Kong stock market collectively declined, with the Hang Seng Technology Index down by 0.72% [4] - The Hang Seng Index fell by 0.87% [5] Sector Performance - The defense and military sector saw the highest gains, with an increase of 4.35%, followed by media at 2.82% and telecommunications at 1.90% [7] - In contrast, non-bank financials decreased by 0.77%, banks by 0.34%, and transportation by 0.09% [7] Industry Highlights Solid-State Battery Technology - A pilot project for all-solid-state battery electric bicycles was launched in Beijing, marking a significant step towards the commercialization of solid-state battery products [8] - Century Securities reported that the solid-state battery industry is progressing towards commercialization, with a recent announcement from a U.S. company indicating a 25-fold increase in heat treatment speed, leading to a 76.67% increase in stock prices over two days [8] Defense and Military Sector - There has been a significant inflow of capital into the defense and military sector, with the Defense ETF rising by 4.88% [9] - Northeast Securities highlighted the long-term growth certainty of the defense and military sector, noting that the industry is expected to recover as demand increases and structural capacity improves [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]

一、市场行情回顾 06月24日，A股三大股指全线收涨。其中，上证指数上涨1.15%，深证成指上涨1.68%，创业板指上涨2.30%，全市场超4000只股票上涨。主流宽基指数中， 北证50上涨3.65%，涨幅相对明显。 | 证券名称 | 日涨跌幅 | | --- | --- | | 北证50 | 3.65% | | 创业板50 | 2.44% | | 创业板指 | 2.30% | | 科创100 | 2.24% | | 科创综指 | 2.07% | | 中证1000 | 1.92% | | 科创20 | 1.79% | | 深证成指 | 1.68% | | 中证500 | 1.62% | | 中证A50 | 1.33% | | 沪深300 | 1.20% | | 上证指数 | 1.15% | | 数据来源： Wind，日期截至2025-06-24 | | 沪深两市成交额为14146亿元人民币，相较上个交易日大幅增量。 6月24日，港股主流指数集体收涨。其中，恒生科技指数上涨2.14%，涨幅相对居前。 | 证券名称 | 日涨跌幅 | | --- | --- | | 恒生科技指数 | 2.14% | | 恒生指数 ...

ETF收盘涨跌不一，科创板新能源ETF(588960)领涨9.44%，机器人50ETF(159559)涨4.79%，科创新能源 ETF(588830)涨4.71%，标普油气ETF(513350)领跌6.2%，标普油气ETF(159518)跌5.96%，油气资源 ETF(563150)跌5.1%。 无需港股通，A股账户就能T+0买港股>> ...

科创中国·灯塔基金 鹏华基金携手投资者共攀"科创高地" "加快建成具有全球影响力的科技创新高地"。这一重要指示，不仅勾勒出中国科技创新的宏伟蓝图，也 为资本市场服务实体经济指明了方向。 科创高地建设过程中，资管机构扮演着重要的角色。鹏华基金始终以"置身事内"的主动姿态响应国家战 略、践行资管机构责任，一方面通过资本市场为科技企业提供融资渠道；另一方面通过专业化的金融产 品，让广大普通投资者也能分享科技创新的成果。 近年来，鹏华基金持续加强对科创板产品布局，打造"科创中国·灯塔基金"系列产品，不仅体现了专业 资管机构对国家战略的积极响应，展示了金融服务实体经济、支持科技创新的责任担当，同时也让普通 投资者得以便捷地参与到国家科技创新战略中来，共享科技发展红利，共攀"科创高地"。 专业资管的责任 践行金融五篇大文章 降低普通投资者参与科创投资的难度 科创板自2019年设立以来，已成为国家科技创新的重要阵地，汇聚了新一代信息技术、生物医药、高端 装备等领域的"硬科技"企业，正成为新质生产力的主战场。Wind数据显示，截至2025年2月底，科创板 上市公司已突破580家，总市值超6.8万亿元。 科技创新孕育投资机遇， ...

截至2025年6月9日 13:01，上证科创板新能源指数(000692)成分股信宇人(688573)上涨15.43%，利元亨 (688499)上涨10.71%，厦钨新能(688778)上涨6.15%，先惠技术(688155)，海优新材(688680)等个股跟 涨。科创新能源ETF(588830)上涨1.46%， 冲击4连涨。最新价报1.04元。 消息面上，固态电池概念股再度拉升，领湃科技涨超10%，厦钨新能等多股涨超5%。国泰海通研报指 出，宝马和奔驰已开始测试搭载全固态电池的电动汽车，推动产业化进程加速。科创新能源ETF成分股 中厦钨新能等标的受此消息提振涨幅居前，显示市场对新能源技术突破的积极预期。 消息面上，乘联会相关负责人表示，2025年5月新能源车促销力度达到11%的中高位，较上月增长1.6个 百分点。随着报废更新补贴力度加大，市场逐步回暖，价格战压力有所减缓。尽管竞争加剧，但5月新 能源车促销力度显著回升，较同期增加1.3个百分点，显示出市场活力提升。 海通国际证券指出，总体来看，预计下半年车市"增收不增利"的趋势仍将持续，监管趋严将限制中尾部 车企继续"以价换量"，行业出清加速，终端动销波动恐加 ...

科技创新是推动中国经济高质量发展的核心动力，也是资本市场服务国家战略的重要方向。近年来，证 监会不断强调资本市场要发挥服务国家战略的功能，支持科技创新和产业升级。作为国内领先的公募基 金管理公司，鹏华基金积极响应政策号召，以"政策响应者""价值发现者"和"生态共建者"的角色，坚持 高质量发展，携手投资者共同攀登中国"科创高地"。 政策响应者： 践行使命，服务国家战略 以科创板为例，鹏华基金创新打造的"科创中国·灯塔基金"系列产品，既实现了四大宽基指数全覆盖， 又对细分赛道进行了精准卡位。 具体来看，鹏华基金先后布局了科创50、科创100、科创200和科创综指。其中，鹏华科创50增强ETF （588460）、鹏华科创100ETF基金（588220）以及科创综指ETF鹏华（589680）均是首批参与的重大 创新产品。 不仅全面，鹏华还在"多元"上做足功夫。以科创50指数为例，既有依托先进量化模型、追求超额收益的 鹏华科创50增强ETF（588460），也有紧密跟踪标的指数、追求跟踪偏离度和跟踪误差的最小化的鹏华 科创50ETF指数（588040），同时还有助力场外投资者共享科技创新红利的鹏华上证科创板50成份增强 ...

以科创板为例，鹏华基金创新打造的"科创中国·灯塔基金"系列产品，既实现了四大宽基指数全覆盖， 又对细分赛道进行了精准卡位。 科技创新是推动中国经济高质量发展的核心动力，也是资本市场服务国家战略的重要方向。近年来，证 监会不断强调资本市场要发挥服务国家战略的功能，支持科技创新和产业升级。作为国内领先的公募基 金管理公司，鹏华基金积极响应政策号召，以"政策响应者""价值发现者"和"生态共建者"的角色，坚持 高质量发展，携手投资者共同攀登中国"科创高地"。 政策响应者：践行使命，服务国家战略 2025年2月7日，证监会发布《关于资本市场做好金融"五篇大文章"的实施意见》，明确指出要积极发挥 资本市场功能，着力做好科技金融、绿色金融、普惠金融、养老金融、数字金融"五篇大文章"，更好服 务经济社会高质量发展。这一政策的出台，为资本市场支持科技创新提供了明确的指导方向。在科技金 融领域，资本市场被要求进一步提升对新产业新业态新技术的包容性，加大对新一代信息技术、人工智 能、航空航天、新能源、新材料、高端装备、生物医药、量子科技等战略性产业支持力度。 进入5月，证监会再次推出重磅改革方案——《推动公募基金高质量发展行动方案 ...