[Data Analysis] The long positions of IM futures contracts have been significantly reduced, while the trading volume of chinaamc csi central-soes’ structural reform etf has surged on a month-on-month basis.

1. The main contract for IM index futures reduced long positions by more than 6000 lots, with the reduction quantity significantly greater than short positions. 2. Stocks beginning with middle letter surged today, with the trading volume of chinaamc csi central-soes’ structural reform etf (512950) increasing by 401% compared to yesterday.

cls.cnSep 25, 2024 17:51

Central Enterprise Reform ETF (512950) Investment Value Analysis: Long-term Revaluation of National Central Enterprises

Looking at it from the top down, the reform of the country's central enterprises is deepening and advancing, and the revaluation of the country's central enterprises is expected to become a continuing theme. The reform of state-owned enterprises in the past ten years can be divided into four stages: 1) initial blueprinting+gradual piloting; 2) comprehensive rollout+vigorous development; 3) in-depth progression+quality

國信證券Dec 12, 2023 07:42

“Special Assessment” + “Technology”! Three more central enterprise-themed ETFs have been approved

“China Special Assessment” incremental capital continues to enter the market

Gelonghui FinanceMay 31, 2023 11:37

Duan Yongping has taken action!

There are 11 central enterprise-themed ETFs that have already been listed on A-shares. Among them, the latest size of the Boshi Central Innovation Structural Adjustment ETF is 4.297 billion, which is currently the largest central enterprise-themed ETF in the market.

Gelonghui FinanceApr 8, 2023 15:35

Will China Mobile's market capitalization soon overtake Kweichow Moutai? State-owned enterprise win-win ETFs rose nearly 4%

China Mobile's total market capitalization successfully broke through the 2.1 trillion mark, further narrowing the gap with Kweichow Moutai, which has the highest total market capitalization of A-shares. China Telecom, which is also a telecommunications giant, also surged by more than 9%, and China Unicom also recorded an increase of nearly 5.4%.

Gelonghui FinanceMar 13, 2023 18:45

The Shanghai Stock Exchange pushed central enterprise valuations back. Infrastructure ETFs and central enterprise innovation ETFs rose 6.15% and 4.31% respectively

Looking back at the current round of Chinese leading stock prices, since November 21, the Chinese leading sector index has accumulated a cumulative increase of nearly 13%. Currently, there are many ETFs on the theme of central enterprises on the market. As of last Friday, the average decline since this year was -10.63%, outperforming the Shanghai Composite Index (-13.29%).

Gelonghui FinanceDec 5, 2022 15:20