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中证500价值指数上涨0.34%,前十大权重包含苏州银行等
Jin Rong Jie· 2025-04-22 08:12
Core Viewpoint - The A-share market shows mixed performance with the CSI 500 Value Index rising by 0.34% to 8099.47 points, while it has experienced declines of 4.52% in the past month, 1.84% in the past three months, and 4.57% year-to-date [1] Group 1: Index Performance - The CSI 500 Value Index has a current trading volume of 30.773 billion yuan [1] - The index is part of a series that includes the CSI 500 Growth Index, which is calculated based on growth and value factors [1] Group 2: Index Holdings - The top ten holdings of the CSI 500 Value Index include Suzhou Bank (1.98%), Yongtai Energy (1.71%), and Dongwu Securities (1.71%) [2] - The index's holdings are primarily from the Shanghai Stock Exchange (65.03%) and Shenzhen Stock Exchange (34.97%) [2] - The industry distribution of the index includes Materials (21.90%), Financials (15.03%), and Industrials (14.48%) among others [2] Group 3: Index Adjustment Mechanism - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December [3] - New samples are prioritized based on value factor scores, with a maximum adjustment ratio of 30% [3] Group 4: Related Funds - Public funds tracking the CSI 500 Value Index include the Yinhua CSI 500 Value ETF [4]
中证500价值指数上涨0.7%,前十大权重包含东吴证券等
Jin Rong Jie· 2025-04-14 08:06
Core Points - The CSI 500 Value Index rose by 0.7% to 8039.51 points, with a trading volume of 38.039 billion yuan [1] - Over the past month, the CSI 500 Value Index has decreased by 4.58%, increased by 0.08% over the last three months, and has fallen by 5.61% year-to-date [1] Index Composition - The top ten holdings of the CSI 500 Value Index include: Suzhou Bank (1.96%), Yongtai Energy (1.72%), Dongwu Securities (1.7%), Yuntianhua (1.61%), Western Mining (1.45%), Changsha Bank (1.44%), Zhejiang Longsheng (1.33%), Sun Paper (1.33%), Meihua Biology (1.23%), and Changshu Bank (1.18%) [2] Market Sector Analysis - The CSI 500 Value Index is composed of 65% from the Shanghai Stock Exchange and 35% from the Shenzhen Stock Exchange [3] - The industry breakdown of the index holdings is as follows: Materials (21.83%), Financials (14.92%), Industrials (14.57%), Consumer Discretionary (12.66%), Utilities (10.25%), Energy (8.78%), Health Care (5.31%), Consumer Staples (4.05%), Real Estate (3.36%), Communication Services (3.24%), and Information Technology (1.03%) [3] Index Adjustment Mechanism - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [3] - New samples with a value factor score ranking within the top 105 are prioritized for inclusion, while existing samples ranked within the top 195 are retained [3] Fund Tracking - Public funds tracking the CSI 500 Value Index include the Yinhua CSI 500 Value ETF [4]