On November 5, 2023, the Science and Technology Innovation Board will celebrate the fifth anniversary of its establishment. In the past five years, the broad base and theme categories related to the Science and Technology Innovation BoardETFWith the rapid development, it has become possible for ordinary investors to participate in investing in my country’s strategic emerging industries. Broad-based ETFs become a “gold magnet”Main forcethe current share size of the “backbone” Science and Technology Innovation 50 ETF has reached 103.080 billion shares, with a turnover rate of 3.07%. The asset size ranks second in the entire market. It is the index target with the largest share growth and fastest growth rate during the year. It has attracted attention this year. fundsnet inflowMore than 75 billion yuan. In addition, the shares of the first batch of four Science and Technology 100 ETFs have exceeded 10.5 billion, an increase of 50% compared with the fundraising scale.
The total market value of the Science and Technology Innovation Board has exceeded 6 trillion pairssemiconductorThe industry has made huge contributions
In the past five years, the Science and Technology Innovation Board has gradually developed and grown, and has become an important force in leading the modern industrial system and accelerating the construction of a scientific and technological power. It has achieved remarkable results in supporting and serving scientific and technological innovation, cultivating and strengthening new productive forces, and promoting high-quality development. As of the close of trading on November 3, there were 562 companies listed on the Science and Technology Innovation Board, with a total market value of approximately 6.0926 billion yuan. Among them, the number of companies in the three major industries of new generation information technology, high-end equipment manufacturing, and biomedicine accounts for 80%, guiding capital to gather in strategic emerging industries.
Over the past five years, the Science and Technology Innovation Board has also given birth to many industry leaders.Statistics show that there are currently 6 companies on the Science and Technology Innovation Board with a total market value of over 100 billion yuan, among which domestic companiessemiconductorfaucetSMICRanked first with a total market value of 459.7 billion yuan, this size also ranks 20th among all A-shares.biotech giantBeiGeneRanked second with a total market value of 202.5 billion yuan.Haiguang Information,Kingsoft Office,Transsion Holdings,AMECThe total market value is 154.9 billion yuan, 139 billion yuan, 109.2 billion yuan and 102.2 billion yuan respectively.It is worth noting that 3 of the above 6 companies aresemiconductorcompany.
Liu Dian, associate researcher at the China Research Institute of Fudan University, previously said in an interview that the Science and Technology Innovation Board provides important support and platform for the implementation of China’s national chip strategy, promotes the development of the semiconductor industry and the improvement of innovation capabilities, and provides China with a global presence. A solid foundation has been laid for our competitive position in the semiconductor field. Statistics show that there are currently 92 semiconductor companies on the Science and Technology Innovation Board, accounting for the highest proportion among all industries. Among the top 20 companies in terms of total market value on the Science and Technology Innovation Board, 9 are semiconductor companies, accounting for “half of the country.”
Centrally listed semiconductor companies indexfundIt is also favored by investors and brings huge returns.Take Harvest SSE Science and Technology Innovation Board Chip ETF (588200) and Huaan SSE Science and Technology Innovation Board Chip ETF (588290) as examples. These two ETF funds were both listed on October 26, 2022. In more than a year so far, their share has increased Reached 2660% and 1057% respectively, and the return rate reached 10.71% and 10.28% respectively, both significantly outperformedCSI 300index.
Broad-based ETFs are booming and investors are actively taking advantage of the opportunity to participate
In addition to thematic ETFs represented by the semiconductor industry, the broad-based index ETFs on the Science and Technology Innovation Board have attracted the attention of a large number of investors.
Take ChinaAMC SSE Science and Technology Innovation Board 50-Component ETF (588000) as an example. The fund was established on September 28, 2020. At the beginning of its establishment, its scale was only 5.1336 billion shares. As of November 5, its share size has reached 103.080 billion shares. , the asset size has ranked second only to Huatai-Berry CSI 300 ETF in the entire market, and it is the index target with the largest share growth and fastest growth rate during the year.
In August 2023, the Science and Technology Innovation 100 Index focusing on the mid-cap of the Science and Technology Innovation Board was also officially released. The scale of the first four Science and Technology Innovation 100 ETFs continued to grow after their listing. So far, the fund shares have exceeded 10.5 billion, an increase of 50% from the fundraising scale. %.
“The threshold for the Science and Technology Innovation Board itself is relatively high, but the booming development of broad-based and thematic ETFs allows more investors to participate and grow together with China’s strategic emerging industries.” A senior fund industry official who did not want to be named People said that they are optimistic about the growth advantages of the Science and Technology Innovation Board. From a medium to long-term perspective, now is the time to invest in the Science and Technology Innovation Board.Hershey’smachine.
Judging from the latest three quarterly report data, as of October 31, 2023, 558 companies on the Science and Technology Innovation Board have disclosed the first three quarters of 2023.performancea total ofoperating income927.293 billion yuan, returned to mothernet profit59.531 billion yuan. In terms of operating income, over 60% of companies achieved year-on-year growth in operating income, and in terms of net profit, over 70% of companies achieved profitability.It is worth mentioning that the gross profit of companies on the Science and Technology Innovation Boardinterest rateThe level remains high, with gross sales in the first three quartersinterest rateThe average reached 42%, significantly ahead of other sectors.
Buck the trend and make money!Kechuang 50 ETF has seen net capital inflows of more than 75 billion yuan this year
The “hard technology” flagship index product-Kechuang 50ETF has attractedCash flowIncome growth continues to accelerate. Xinhua Finance terminal data shows that as of November 5, the size of the 10 Science and Technology 50 ETFs was 143.797 billion yuan, an increase of 76% from the beginning of the year; the total share was 161.924 billion, an increase of 96% from the beginning of the year. Since the beginning of the year, the net inflow has been 75.152 billion yuan, and the average daily transaction volume has been 3.754 billion yuan.
Data source: Xinhua Finance Terminal
It is reported that the Science and Technology Innovation 50 Index coversSMIC,AMEC,Kingsoft OfficeWaiting for leading scientific and technological companies. In the first three quarters of 2023, the Science and Technology Innovation 50 companies (exceptSMIC(External)) achieved a total operating income of 439.27 billion yuan, a year-on-year increase of 15%, accounting for 47.4% of the entire Science and Technology Innovation Board; net profit attributable to the parent company was 37.41 billion yuan, accounting for 62.8% of the entire Science and Technology Innovation Board.Eastern FundA fund manager said in an interview that the reason why the Science and Technology Innovation 50 Index’s “gold-attracting” ability continues to increase is that the performance of the constituent companies has become increasingly strong and the capital territory continues to expand. This also fully demonstrates the power of the “backbone” and gives full play to the guidance of index funds. Function, precision service innovation drives development strategy.
It is worth noting that foreign capital has been increasing domestic index investment recently. Among the top ten holders of the Science and Technology 50 ETF, foreign investors continue to emerge. According to the search, the Government of Singapore Investment Co., Ltd. held a total of 835 million shares of the ETF as of the end of the second quarter, accounting for approximately 1.31%, ranking second among the top ten holders.
“The frequent presence of foreign-funded institutions in ETFs reflects, to some extent, their relatively optimistic attitude toward the A-share market and their recognition of the market’s medium- and long-term investment value.”Harvest FundIt said that the current overall valuation of A-shares is at the historical bottom area, and the investment performance-price ratio is outstanding.
(Source of article: Xinhua Finance)
Article source: Xinhua Finance
Original title: 5th anniversary of the Science and Technology Innovation Board｜Broad-based and thematic ETFs are booming, and investors are actively taking advantage of the opportunity to share strategic emerging opportunities
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