“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

Under the new economy, the central enterprises took the lead in tackling the difficulties, and the increase of ETF (512960) expanded.

Today, the chemical industry, electrical equipment plate rose, Wanrun shares, Dangsheng Technology, Pinggao Electric rose more than 7%, the central adjustment ETF was pushed higher, up 0.76% in intraday trading. Oriental Securities pointed out that the restructuring of central enterprises in the second half of the year may enter the new accelerated track. Under the background of carbon neutrality, the central state-owned enterprises will lead and take the lead in tackling the difficulties under the advantage of resources. The state-owned enterprises in the traditional energy field will do a good job in energy infrastructure and energy transformation to bring them opportunities to improve their performance and valuation. In the direction of investment, it starts from four clues, namely, restructuring and reform, stable growth, carbon neutralization and high-end manufacturing.

資本邦Sep 30, 2021 14:02

The oil and gas sector fell, and the central government created an ETF callback to increase its holdings.

Source: the oil and gas sector of Capital Bang fell today, CNOOC Engineering fell by more than 9%, CNPC Engineering and COSL fell by more than 7%. Affected by this, the central transfer series ETF performance is low: as of the close, the central transfer ETF (515900) is down 2.87%, and the central transfer ETF (512960) is down 2.44%. It is worth noting that the two continued intraday premium, showing obvious signs of capital holdings. It is reported that CCTV ETF has three characteristics: high R & D investment, high growth expectation and low valuation level. The R & D expenditure of its constituent stocks accounts for a high proportion of the total market capitalization, and the active R & D investment will contribute to the future high speed of the enterprise.

金融界Sep 29, 2021 15:50

Index Fund Product Research Series 75: sharing the Development dividend of Central Enterprises: an Analysis of the Investment value of ETF in the structural Adjustment of Boshi Central Enterprises

申萬宏源研究Jul 2, 2021 00:00