Surging BD transactions and policy catalysts! The Hang Seng Medicine ETF (159892) surged by 3.67%, while the HK Connect Healthcare ETF (520510) rose by 2.89%, with its real-time turnover rate ranking first among similar products.

Gelonghui, March 6th | Today, the innovative drug sector rebounded strongly. The constituent stock 3SBio Inc. surged by 10%, driving the Hang Seng Medicine ETF (159892) to rise by 3.67%. The Stock Connect Healthcare ETF (520510) increased by 2.89%, with a turnover rate of 54.58%, ranking first among similar products. In terms of news: ① The 2026 Government Work Report identifies new quality productive forces as a core focus, listing biomedicine alongside integrated circuits, aerospace, and low-altitude economy for the first time, clearly defining it as a national 'emerging pillar industry.' It is expected that innovative drugs will receive more concentrated policy support, funding, and resource allocation. ② Business development (BD) transactions continue.

Gelonghui FinanceMar 6 13:01

Mass production of brain-computer interfaces to begin in 2026! The Hang Seng Medical ETF (159892) surged by 6%, with a 'brain-computer interface' exposure exceeding 20%. The Medical Device ETF (562600) rose by 5.6%.

Gelonghui, January 5th | On the first trading day of A-shares in 2026, the brain-computer interface sector experienced a strong surge. Component stocks such as Botuoshengwu, Sainuo Medical, and Xiangyu Medical collectively hit the “20CM” limit-up, driving the Medical Device ETF up by 5.6%. The Hong Kong stock medical sector also saw broad gains, with the Hang Seng Pharma ETF and the HK Stock Connect Medical ETF rising by 6% and 5.7%, respectively. News highlights: ① Elon Musk recently stated on social media that his brain-computer interface company Neuralink will begin “mass production” of brain-computer interface devices in 2026. ② According to CCTV, in 2025, China has already approved innovative products for market entry.

Gelonghui FinanceJan 5 14:47

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 Wrap | A-shares Drop on Lower Volume, S&P Consumer ETF Rises 2.53%

Gelonghui December 2nd | The three major A-share indices collectively fell today. At the close, the Shanghai Composite Index dropped 0.42% to 3897 points, the Shenzhen Component Index fell 0.68%, and the ChiNext Index declined 0.69%. The total market turnover reached RMB 1.61 trillion, decreasing by RMB 282.2 billion compared to the previous trading day, with over 3700 stocks falling. The lithium battery industry chain led the declines, while innovative drugs, GPUs, robotics, photovoltaics, AI applications, semiconductors, and new energy vehicle concept stocks also experienced significant losses. In contrast, cross-strait integration, pharmaceutical commerce, and consumer electronics sectors showed resilience. Regarding ETFs, robust Black Friday consumption data in the U.S. drove the Invesco Great Wall Fund S&P Consumer Discretionary ETF up by 2%.

Gelonghui FinanceDec 2, 2025 15:14

ETF Market Close | A-shares Trading Volume Contracts for Third Consecutive Day, Commercial Space Sector Rises in the Afternoon; Satellite ETF Gains 2.5%

Gelonghui, November 28th | The A-share market extended its gains in the afternoon, with the Shanghai Composite Index closing up 0.34%, the Shenzhen Component Index rising 0.85%, and the ChiNext Index gaining 0.7%. The total market turnover amounted to RMB 1.59 trillion, a decrease of RMB 125.4 billion compared to the previous day’s turnover, marking the lowest level since August 4th. This marks the third consecutive day of declining turnover. Over 4,100 stocks across the market closed higher. The semiconductor equipment sector led gains throughout the day, while the Fujian regional stock sector expanded its rise in the afternoon. The lithium battery industry chain rebounded across the board, and the commercial aerospace concept recovered in the afternoon. In contrast, banking and pharmaceutical stocks ended lower. In the ETF sector, semiconductor equipment stocks led the gains, with China AMC’s STAR Semiconductor ETF...

Gelonghui FinanceNov 28, 2025 15:08

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