A500ETF华泰柏瑞联接基金(A类022438/C类022439)

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沪指站上3600点!A500ETF华泰柏瑞(563360)行业均衡优势凸显,一键布局市场回暖机遇
Xin Lang Ji Jin· 2025-07-25 06:22
Core Viewpoint - The A-share market has shown significant recovery, with the Shanghai Composite Index surpassing the key psychological level of 3600 points for the first time since January 4, 2022, indicating a notable improvement in market sentiment [1] Market Performance - On July 24, the CSI A500 Index closed at 4888.72 points, approaching its historical high since the index's launch on October 8, 2022 [1] - The CSI A500 Index has demonstrated a structural rotation in market hotspots, with sectors such as AI, innovative pharmaceuticals, large infrastructure, and high-dividend stocks gaining attention [1] ETF Activity - The A500 ETF by Huatai-PB (563360) has seen increased trading activity, with a trading volume exceeding 30 billion yuan on July 23 and 24, and an average daily trading volume of 29.99 billion yuan for the month [1] - The A500 ETF has experienced a net inflow of 389 million yuan over three trading days, increasing its total size to 18.803 billion yuan and total shares to 1.73 billion [1] Fund Characteristics - The A500 ETF closely tracks the CSI A500 Index, focusing on 500 large-cap, liquid stocks across various industries, and incorporates ESG and mutual connectivity screening criteria [1] - As of July 24, 2025, the top five sectors in the index are electronics, banking, power equipment, pharmaceuticals, and food and beverage, indicating a balanced industry allocation [1] Earnings Outlook - As of July 24, 2025, 128 companies within the CSI A500 Index have announced earnings forecasts, with 93 companies expecting profits and 84 companies anticipating year-on-year net profit growth, reflecting strong earnings resilience [1] - The A500 ETF is positioned as a valuable tool for investors to capitalize on quality core assets in the A-share market as market confidence gradually recovers [1]
重量级宽基焕新简称 A500ETF华泰柏瑞(563360)今起生效可检索
Xin Lang Ji Jin· 2025-07-03 06:59
Core Viewpoint - The Huatai-PineBridge CSI A500 ETF (563360) has officially adopted a new trading name, enhancing its visibility and recognition in the market. The ETF has shown significant growth in scale and liquidity, making it a popular choice among investors [1][2]. Group 1: ETF Performance and Features - As of July 2, 2025, the Huatai-PineBridge CSI A500 ETF (563360) has a total scale of 19.934 billion yuan, making it the only ETF tracking the CSI A500 index with a scale exceeding 19 billion yuan [1]. - The ETF has experienced a scale increase of 11.251 billion yuan since June, indicating strong demand and growth potential [1]. - The average daily trading volume over the past five trading days is 3.556 billion yuan, reflecting good liquidity and positioning the ETF as a viable option for investment and trading [1]. Group 2: Investment Strategy and Cost Structure - The Huatai-PineBridge CSI A500 ETF closely tracks the CSI A500 index, which selects 500 high-quality stocks from various A-share industries based on market capitalization and liquidity, incorporating ESG and cross-border selection criteria [2]. - The ETF features a low-cost fee structure, with a management fee of 0.15% per year and a custody fee of 0.05% per year, which may effectively reduce the holding costs for long-term investors [2]. - The ETF's combination of large scale, excellent liquidity, and low fees positions it as a key asset for capital allocation in leading A-share industries, potentially becoming a favored choice for long-term investments [2].