作为中国公募基金行业的领军者，鹏华基金深度践行金融支持实体经济的使命，积极参与科创市场的建 设，持续加强对科创板产品布局。进入2025年，"科创中国·灯塔基金"扩容尤为迅速。固收领域，推出 首批科创债ETF——鹏华上证AAA科技创新公司债ETF；权益领域更是"多点开花"，一方面，不断布局 鹏华上证科创板200ETF、鹏华上证科创板综合ETF和鹏华上证科创板50成份ETF等经典宽基。另一方面 在行业主题方面，鹏华上证科创板生物医药ETF与鹏华上证科创板芯片ETF也相继亮相，为投资者把握 科创板投资多元机遇提供有力工具。 近日，国家发改委、市场监管总局就价格法修正草案公开征求意见。修正草案完善低价倾销的认定标 准，规范市场价格秩序，治理"内卷式"竞争。对应到新能源行业，不少机构表示随着"反内卷"政策不断 推进，有望成为推动行业中长期盈利修复的关键推动力。与此同时，作为全市场首只布局"科创板"+"新 能源"的ETF产品，鹏华上证科创板新能源ETF（588830）正获得越来越多关注。 鹏华上证科创板新能源ETF跟踪的标的指数是上证科创板新能源主题指数（简称：科创新能）。该指数 从科创板市场中精选50只市值较大的光伏、 ...

Group 1 - The National Development and Reform Commission and the State Administration for Market Regulation are soliciting opinions on the draft amendment to the Price Law, which aims to improve the identification standards for low-price dumping and regulate market price order, addressing "involution" competition [1] - The "anti-involution" policy is expected to be a key driver for the long-term profit recovery in the new energy industry as it progresses [2] - The Penghua CSI Science and Technology Innovation Board New Energy ETF (588830) is the first ETF product in the market focusing on both the "Science and Technology Innovation Board" and "New Energy" sectors, tracking the CSI Science and Technology Innovation New Energy Index [1] Group 2 - In May, the domestic photovoltaic installed capacity surged to 92.92 GW, driven by the "531" rush installation node, marking a historical monthly record [2] - The supply side still faces capacity pressure, and the government has reiterated the need to address "involution" competition, which is expected to enhance supply-side expectations starting from the end of June [2] - The current state of profitability in the photovoltaic and lithium battery sectors is at a low point, with photovoltaic losses being particularly significant, indicating that "anti-involution" policies could be crucial for long-term profit recovery in the new energy sector [2] Group 3 - Penghua Fund is actively participating in the construction of the science and technology innovation market, aiming to build a product matrix called "Science and Technology China · Lighthouse Fund" [3] - The expansion of the "Science and Technology China · Lighthouse Fund" is rapid, with new products being launched in both fixed income and equity sectors, including the Penghua CSI AAA Technology Innovation Company Bond ETF and various thematic ETFs [3] - The introduction of sector-specific ETFs, such as those focused on biomedicine and chips, provides investors with robust tools to capture diverse investment opportunities in the science and technology innovation board [3]

今年飞速发展的债券ETF市场，又将迎来重磅创新品类。7月2日，首批10只科创债ETF正式获批， 债券工具型产品市场再添生力军。据悉，鹏华上证AAA科技创新公司债ETF位列其中，后续将在上 交所上市交易。 据了解，此次获批的鹏华上证AAA科技创新公司债ETF主要跟踪上证AAA科技创新公司债指 数。从指数看，上证AAA科技创新公司债指数信用资质高、行业分散、流动性佳，是优质的 跟踪标的。根据中证公布的指数编制方案，该指数筛选所有在上交所上市的科技创新公司债， 要求债券为公募发行、主体评级AAA、隐含评级AA+及以上，不限制债券剩余期限、发行人 企业属性，每月定期调整一次样本，能够较准确地反映上交所AAA科技创新公司债的整体表 现。 近年来，科创债的品种日益丰富、发行规模明显扩容、发行人资质较优、发行结构趋于优化，债券 投资者对科创债的关注度日益提升。展望未来，金融支持科创领域的导向不变，受益于政策支持 +低利率环境+城投寻求融资破局+产业主体融资需求修复，科创债市场的广度和深度有望继续增 加，投资空间广阔。 作为中国公募基金行业的领军者，鹏华基金深度践行金融支持实体经济的使命，积极参与科创市 场的建设，持续加强对 ...