ETF Midday Review | Semiconductor sector leads gains, with Chip Equipment ETF and Semiconductor Equipment ETF rising 4%.

Gelonghui December 22 | The A-share market reclaimed the 3900-point level, with the Shanghai Composite Index rising by 0.64%, the Shenzhen Component Index climbing by 1.36%, the ChiNext Index increasing by 1.8%, and the Beijing Stock Exchange 50 Index gaining 0.63%. The total market turnover amounted to RMB 1.1989 trillion, representing an increase of RMB 95.4 billion compared to the previous trading day. Hainan Free Trade Zone-related stocks surged on a broad scale, with notable gains observed in the semiconductor industry chain, a strong rally in computing power hardware themes, and active performances in stablecoin, Unitree Robotics, autonomous driving, and duty-free shop concept stocks. In terms of ETFs, the semiconductor sector experienced widespread gains, led by GF Fund’s Chip Equipment ETF, Guotai Fund’s Semiconductor Equipment ETF, and Wanji Fund’s Semiconductor Equipment.

Gelonghui FinanceDec 22, 2025 11:38

ETF Market Review | CPO Concept Surges Then Retreats, Brazil ETF Rises 3%

Gelonghui, November 27 — The Shanghai Composite Index closed up 0.29%, while the ChiNext Index reversed from earlier gains to fall by 0.44% after rising more than 2% in early trading. The total market turnover reached RMB 1.70 trillion, down RMB 93.5 billion from the previous day's volume. Over 2,400 stocks across the market ended lower. The electrolyte and solid-state battery sectors rebounded together, with HBM and consumer electronics segments showing active performance. Shaanxi state-owned enterprises and commercial aerospace concepts gained momentum in the afternoon session; however, the CPO concept reversed from earlier highs, while segments like lab-grown diamonds, AI applications, and regional themes such as Hainan and Fujian collectively declined. In the ETF space, cross-border ETFs strengthened, with the E Fund Brazil ETF and China AMC Brazil performing well.

Gelonghui FinanceNov 27, 2025 15:13

ETF Midday Review | The ChiNext Index surged before retreating, with the semiconductor sector leading gains; the Integrated Circuit ETF rose 2%.

Gelonghui, November 27 | The Shanghai Composite Index rose by 0.49% at midday; the ChiNext Index surged before retreating, closing up 0.56%, having risen over 2% at one point. Leading gains were seen in consumer electronics and HBM-related concepts, with OCS-related concepts remaining highly popular. Solid-state battery concepts performed strongly, while real estate stocks rebounded after bottoming out. Concepts related to Fujian, Hainan, and SPD collectively declined, and AI application sectors remained sluggish. In terms of ETFs, some cross-border ETFs gained strength, with the E Fund Brazil ETF and Harvest Fund S&P Biotech ETF rising by 2.56% and 2.28%, respectively. The semiconductor sector led the gains, with Guotai Fund's Integrated Circuit ETF and Harvest Fund's Integrated Circuit ETF performing notably.

Gelonghui FinanceNov 27, 2025 11:41

ETF Market Wrap | Auto Parts Sector Surges, Auto Parts ETF Rises 4%

Gelonghui, October 15th | By the close of trading, the Shanghai Composite Index rose by 1.22% to 3912.21 points, the Shenzhen Component Index gained 1.73%, the ChiNext Index climbed 2.36%, the Beijing Stock Exchange 50 Index advanced 1.62%, and the STAR 50 Index increased by 1.4%. Over 4,300 stocks ended in positive territory, though trading volume decreased by more than 500 billion yuan compared to the previous period. In terms of sectors, strong rebounds were observed in robotics, electrical equipment, and consumer electronics, while signs of stabilization emerged in the previously adjusted AI hardware sector. Aviation, charging stations, and CRO concepts led the gains, whereas lithography machines, rare earths, and seed industry stocks fell against the trend. Among ETFs, the auto parts sector surged in the afternoon, driving the automotive segment.

Gelonghui FinanceOct 15, 2025 15:46

ETF Market Wrap | Rare earth sector sees a wave of limit-up trading, with the E Fund Rare Earth ETF and Rare Earth ETF surging 7%.

Gelonghui, October 13 — The Shanghai Composite Index opened lower but closed down 0.19%, rebounding nearly 90 points from its intraday low; the STAR 50 Index rose 1.4%. The entire self-reliance and controllable industrial chain surged, with the rare earth and permanent magnet sector triggering a wave of limit-up trading. The photolithography machine, lithium battery, rare metals, and operating system sectors collectively strengthened, while nuclear fusion and solid-state battery concepts remained active. The robotics, consumer electronics, auto parts, and CRO sectors generally declined. In terms of ETFs, the rare earth sector saw a wave of limit-ups, with the E Fund Rare Earth ETF and Fuguo Fund's Rare Earth ETF rising more than 7%. The non-ferrous metals sector advanced across the board, led by Hua Fu Fund's Rare Metals ETF and Harvest Fund's Rare Metals.

Gelonghui FinanceOct 13, 2025 15:06

Midday ETF Review | Gold and defense stocks rise, with the Gold Stocks ETF and Aerospace ETF up 3%

Gelonghui, August 4th | The three major A-share indices showed mixed performance in the morning session. By midday, the Shanghai Composite Index rose 0.2%, the Shenzhen Component Index fell 0.28%, and the GEM Index dropped 0.49%. The Beijing Stock Exchange's BSE 50 Index edged down 0.01%. The combined trading volume for the Shanghai, Shenzhen, and Beijing exchanges reached RMB 932.3 billion, a decrease of RMB 75.7 billion from the previous day. Over 2,700 stocks in the two markets saw gains. In terms of sector performance, military equipment, precious metals, gaming, natural gas, and high-speed rail sectors led the gains; innovative pharmaceuticals, silicon energy, retail, and dairy sectors were among the top losers. In ETFs, gold stocks surged, with the State Street Global Advisors Gold Stocks ETF, ICBC Credit Suisse Gold Stocks ETF, and ChinaAMC

Gelonghui FinanceAug 4, 2025 11:38