Core Insights - The rare earth industry is experiencing a significant price increase for related transactions, with two leading companies announcing a price hike for Q3 2025, leading to a bullish market sentiment and increased trading activity in the rare earth sector [1] - The rare earth ETF (516780) saw a record daily trading volume of 207 million yuan on July 10, 2025, indicating strong investor interest [1] - A recent report from Guotou Securities highlights the rigid supply of rare earths and increasing demand, particularly from sectors like electric vehicles and wind power, which is expected to drive prices higher [1][2] Industry Performance - The price of rare earth concentrates has been on a rising trend for four consecutive quarters since Q4 2024, reflecting improved industry conditions [1] - The report notes that the export restrictions on certain rare earth elements have caused significant price surges in Europe, with price differentials exceeding three times between domestic and international markets [1] - The rare earth ETF tracks the performance of companies involved in mining, processing, trading, and application of rare earths, with top constituents including Northern Rare Earth, China Rare Earth, and China Aluminum [1] Market Outlook - The rare earth sector is poised for multiple catalysts due to the recovery in industry conditions and potential supply chain optimizations [2] - Investors are encouraged to consider the rare earth ETF (516780) and its associated funds as a way to capitalize on the opportunities presented by this strategic resource [2]

导读：过去几年大家一直在探讨一个问题：如何实现基金管理人和持有人的共赢？ 从商业模式上看，公募基金是一个主要依靠管理费带来收入的行业，自然有动力做大规模。全球大部分的资产管理公 司，确实在通过各种方式不断扩张规模。而对持有人来说，他们希望的是通过购买的基金实现财富增值。 什么样的基金产品，有望给大家带来更理想的回报呢？可能有几个要素： 第一个要素：较低的波动率。 举个例子，在2020年之前，绝大多数人买房子都有概率赚到钱，但买股票却可能很难赚 到钱。这是因为当时房子价格的波动，相较股票低得多。 波动率越低的资产，越容易让投资者获得"全生命周期收益 率"。 比如说一个产品，假设连续三年每年都上涨5%；另一个产品，今年上涨30%，第二年却下跌15%，第三年再上涨5%。 对于投资者来说，他们可能更容易在第一个产品获得收益，因为后者较大的波动率对持有人的到手收益率带来了一定损 耗。 第二个要素：长期因子的加入。 基金产品的收益率是不可测的，那么如何把基金产品的不确定性和投资者的追求相结 合？这就需要长期因子的加入，比如股息率因子。 那么市场上有没有这样一款产品结合了以上两个要素呢？从投资者的真实行为看到，他们已经用真 ...

稀土ETF（516780）紧密跟踪的中证稀土产业指数涉及稀土开采、稀土加工、稀土贸易和稀土应用等业 务相关上市公司证券作为样本，以反映稀土产业上市公司证券的整体表现，前五大成份股为北方稀土、 中国稀土、中国铝业、格林美、领益智造，均为在业内具有竞争力的龙头企业。 7月10日早盘稀土永磁板块走强，吸引资金的关注，稀土相关概念市场热度再次升温。在此背景下，聚 焦反映A股稀土产业整体走势的稀土ETF（516780）今日交投活跃，截至13：10其成交额已超1.54亿 元，相较昨日（7/10）7965万元的全天成交水平明显放量。拉长时间来看，稀土ETF（516780）自6月 以来累计吸引1.09亿元资金加仓，最新份额和规模分别为9.54亿份和10.81亿元，相较6月初增幅分别达 11.5%和22.3%。 消息面上，7月9日盘后，某稀土龙头公司发布业绩预告，预计2025年半年度归母净利润同比增长逾18 倍、扣非归母净利润同比增长逾55倍，显著超越市场一致预期，印证了行业基本面的回暖趋势，为市场 注入强心剂。政策层面，6月26日商务部例行新闻发布会上，发言人表示已经依法批准一定数量的合规 申请，并将持续加强合规申请的审批工 ...

Group 1 - The Hong Kong Securities and Futures Commission's CEO announced that the technical preparations for including RMB stock trading counters in the Hong Kong Stock Connect are progressing smoothly, with implementation details expected to be announced soon [1] - The anticipated increase in liquidity is expected to boost the trading volume of RMB-denominated Hong Kong stocks, leading to a significant rise in market sentiment, particularly in the Hang Seng Tech Index [1] - The Hang Seng Tech ETF (513130) has attracted substantial capital inflow, with a net inflow of 954 million RMB over the past five trading days, making it the only ETF tracking the Hang Seng Tech Index to exceed 800 million RMB in net inflow during the same period [1] Group 2 - The Hang Seng Tech Index, closely tracked by the Hang Seng Tech ETF (513130), includes several scarce technology stocks in the A-share market, aiming to capture long-term growth trends and representing a significant index in the Hong Kong market [2] - The current price-to-earnings ratio of the Hang Seng Tech Index is 20.10, which is at a low historical percentile of 9.3% over the past five years, indicating a potential value investment opportunity [2] - The average daily trading volume of the Hang Seng Tech ETF (513130) has reached 4.958 billion RMB this year, demonstrating good liquidity and providing investors with a convenient tool for exposure to the Hong Kong tech sector [2] Group 3 - The Hang Seng Tech ETF (513130) is a popular choice for investors looking to enter the Hong Kong tech sector, offering T+0 trading and advantages in both scale and liquidity, with management and custody fees of 0.2% and 0.05% per year, respectively [3] - The ETF also offers off-exchange connection funds (Class A 015310 / Class C 015311) to facilitate investment for those without stock accounts [3]

备注：截至25/7/7沪深300ETF规模为3737.33亿元，数据来源交易所。华泰柏瑞中证A500ETF成立于 2024/9/25，截至2025/3/31，产品成立以来收益率0.68%，业绩比较基准为：中证A500指数收益率，同期 涨幅为18.19%，历任基金经理：谭弘翔（20240925至今）。以上数据摘自基金定期报告。风险提示： 基金有风险，投资需谨慎。 MACD金叉信号形成，这些股涨势不错！ 责任编辑：石秀珍 SF183 根据基金公司官网披露的经托管行复核的业绩数据显示，A500ETF华泰柏瑞（563360）2025年7月7日累 计单位净值为1.0275元，是首批跟踪中证A500指数的ETF中仅有的累计单位净值超过1.025元的产品。 （A500ETF华泰柏瑞成立于2024/9/25） 同时，A500ETF华泰柏瑞及其联接基金的管理费率、托管费率分别为0.15%/年、0.05%/年，均是当前A 股市场权益指数产品中的最低一档费率结构，有望助力投资者低成本布局优质核心资产。（详情请见产 品法律文件，数据来源Wind，截至2025/7/7） A500ETF华泰柏瑞（563360）及场外联接基金（A类022 ...

Core Insights - The A500 ETF by Huatai-PB has seen significant trading activity, with a trading volume of 3.383 billion yuan, representing a 77.96% increase compared to the previous day [1] - The fund has attracted 10.86 billion yuan in the last nine trading days, bringing its total size to 20.088 billion yuan, making it the only ETF tracking the CSI A500 index with a size exceeding 20 billion yuan [1][2] - The A500 ETF features a low fee structure, with management and custody fees at 0.15% and 0.05% per year, respectively, which are among the lowest in the market [1][2] Fund Performance - As of July 3, 2025, the A500 ETF has a cumulative unit net value of 1.0307 yuan, the only product among the first ETFs tracking the CSI A500 index to exceed this value [2] - The CSI A500 index focuses on 500 large-cap, liquid stocks across various sectors, with the top five sectors being electronics, banking, power equipment, pharmaceuticals, and food and beverage [2] - The A500 ETF is positioned as an ideal tool for investors looking to allocate to leading core assets in the A-share market, with a balanced industry allocation that combines growth and value attributes [2]

2025年上半年落下帷幕，A股新核心宽基指数中证A500上半年上涨0.47%，小幅跑赢沪深300。 | 序号 | 指数代码 | 指数名称 | 上半年涨跌幅% | | --- | --- | --- | --- | | 1 | 8841431.WI | 万得微盘股 | 43.29 | | 2 | HSI.HI | 恒生指数 | 20.00 | | 3 | HSCEI .HI | 恒生中国企业指数 | 19.05 | | 4 | HSTECH.HI | 恒生科技 | 18.68 | | 5 | 932000.CSI | 中证2000 | 15.24 | | 6 | 932047.CSI | 中证REITs全收益 | 14.21 | | 7 | 000698.SH | 科创100 | 13.55 | | 8 | 000852.SH | 中证1000 | 6.69 | | 9 | 000905.SH | 中证500 | 3.31 | | 10 | 000001.SH | 上证指数 | 2.76 | | 11 | 000688.SH | 科创20 | 1.46 | | 12 | 399006.SZ | 创业板指 | 0 ...

今日，全市场规模居首的中证A500指数相关ETF华泰柏瑞中证A500ETF（563360）场内新简称—— A500ETF华泰柏瑞（563360）正式生效，在交易软件中可快速定位检索，更清晰、更具辨识度。 风险提示：基金有风险，投资需谨慎。 MACD金叉信号形成，这些股涨势不错！ 责任编辑：江钰涵 另外得益于华泰柏瑞基金在ETF领域的深厚耕植，截至2025/7/2，A500ETF华泰柏瑞（563360）累计单 位净值为1.0242元，是首批跟踪中证A500指数的ETF中仅有的累计单位净值超过1.02元的产品，展现了 基金精细化运作的成果。 A500ETF华泰柏瑞（563360）紧密跟踪的中证A500指数选取A股各行业中500只市值较大、流动性较好 的优质个股，并纳入ESG、互联互通筛选标准，涵盖35个中证二级行业、91个中证三级行业，行业分布 较为均衡，在风格分布上兼具成长和价值双重特性，是天然的哑铃结构，有望在流动性宽松的环境中迎 来新一轮的发展浪潮。 华泰柏瑞坚守以投资者为核心，倡导低成本定位，A500ETF华泰柏瑞（563360）及其联接基金均采取全 市场权益类指数基金最低一档费率结构，即管理费率为0.1 ...

今日晚间，华泰柏瑞基金在官网公告，旗下中证A500ETF（563360）的扩位证券简称自2025年7月 3日起正式更名为"A500ETF华泰柏瑞"。 此次更名，是华泰柏瑞基金坚持"长钱长投"理念、持续打造值得长期持有的优质指数工具的又一举措。券商中 国记者注意到，自2024年9月成立以来，A500ETF华泰柏瑞凭借稳健的运营管理和较好的流动性表现，受到了 市场资金的高度关注，最新规模在同类产品中领先。 根据交易所数据，截至2025年6月30日，华泰柏瑞中证A500ETF（563360）规模达226.40亿元，在A股市场上所 有跟踪中证A500指数的ETF中规模居首，更是目前A股市场上仅有的、规模突破200亿元的跟踪中证A500指数 的ETF。 作为业内知名的"指数大厂"，华泰柏瑞基金不仅在A500、沪深300等宽基指数的产品线上持续深耕，在红利指 数、红利低波指数等SmartBeta赛道也表现出色，致力于陪伴投资者把握中国经济转型升级带来的长期机遇。 自2024年9月25日成立以来，华泰柏瑞中证A500ETF经历了市场的多轮周期波动。始终坚持以投资者的需求为 中心，注重精细化运作管理，公开数据显示，产品6月3 ...