ETF Market Review | The STAR 50 Index closed up 3.76%, with significant gains in the semiconductor sector. The Huatai Bai Rui China-Korea Semiconductor ETF surged over 7%.
Gelonghui, April 27 | The SSE Composite Index closed up 0.16%, the ChiNext Index fell 0.52%, and the STAR 50 Index surged 3.76% after opening higher. The total market turnover reached 2.6048 trillion yuan, a decrease of 52.8 billion yuan compared to the previous day's turnover, with over 3,200 stocks rising across the market. The semiconductor and computing hardware industry chain experienced explosive growth, led by PCB, GPU, and chip sectors. Consumer electronics, digital economy, humanoid robotics, and lithium mining concept stocks were active. Meanwhile, photovoltaic, rare earth, baijiu, precious metals, and electric power sectors weakened. Today, the semiconductor and computing hardware industry chain saw an all-around surge, with related ETFs posting significant gains, becoming the absolute focus of the market.
ETF Midday Review | Shanghai Composite Index turns positive, oil and gas and gold sectors show strong performance; Harvest S&P Oil & Gas ETF rises nearly 3%.
Gelonghui, March 30 | The Shanghai Composite Index rose by 0.23% at midday, while the ChiNext Index fell by 0.5%. The total market turnover reached 1.3269 trillion yuan, an increase of 180.1 billion yuan compared to the previous day's turnover. Sectors including non-ferrous metals, agriculture, chemicals, defense, and pharmaceuticals performed strongly, with active trading in CPO, commercial aerospace, gold, innovative drugs, and cross-strait integration concept stocks; power stocks plummeted, while photovoltaic and lithium battery sectors weakened. Today, the oil and gas, gold, agriculture, defense, and pharmaceuticals sectors led the market surge, with significant gains in related ETFs: Oil & Gas and Energy Chemicals sector: SPDR S&P Oil & Gas ETF Harvest (159518) rose by 2.97%, Energy Chemicals...
ETF Midday Review | The innovative drug sector led the gains, with Guotai's Sci-Tech Innovative Drug ETF rising by 4.7%.
Gelonghui, March 27 | The three major A-share indices collectively rose in the morning session. As of the midday break, the Shanghai Composite Index gained 0.26%, the Shenzhen Component Index increased by 0.93%, and the ChiNext Index rose by 0.83%. The Northbound 50 Index fell by 0.06%. The total trading volume of the Shanghai, Shenzhen, and Beijing markets reached 1.1469 trillion yuan in the morning session, a decrease of 86.3 billion yuan compared to the previous day. Over 3,700 stocks across the entire market showed gains. The pharmaceuticals and biotechnology, as well as the lithium battery sectors, saw significant increases, while rare earths, phosphate chemicals, semiconductor materials, CPO, and ultra-high voltage concept stocks were actively traded. Sectors such as photovoltaics, wind power, coal, ports, and banking performed sluggishly. Today, the pharmaceuticals and biotechnology, rare metals, and oil and gas sectors led the market with strong gains, with related
ETF Market Review | A-share market rebounds on reduced trading volume, with gold and pharmaceutical sectors leading gains; the Gold Stock ETF managed by Yongwin rose nearly 5%.
Gelonghui, March 24th | The three major A-share indices collectively rose today. As of the closing, the Shanghai Composite Index increased by 1.78%, the Shenzhen Component Index rose by 1.43%, the ChiNext Index gained 0.5%, and the Beijing Stock Exchange 50 Index climbed by 1.94%. The total trading volume of the Shanghai, Shenzhen, and Beijing markets reached 2.096 trillion yuan, representing a decrease of 352 billion yuan compared to the previous day. Over 5,100 stocks in the market showed gains. Leading sectors included lithium mining, electric power, environmental protection, shipping, precious metals, pharmaceuticals and biotechnology, chemical fibers, consumer goods, and the military industry. Active themes encompassed computing hardware, AI applications, semiconductors, smart grids, and deep-sea technology. More than 5,100 stocks in the market advanced. Precious metals, pharmaceuticals and biotechnology, and the military sector performed notably.
ETF Market Review | A-share Index Falls Below 4,000 Points; New Energy Sector Surges as Shenwan Lingxin New Energy ETF and Guotai ChiNext New Energy ETF Rise by 3%
Gelonghui, March 20th | The three major indices of the A-share market showed mixed performance today. By the close, the Shanghai Composite Index fell by 1.24%, dropping below the 4,000-point mark and hitting a new low for the year; the ChiNext Index rose by 1.3%, having surged over 3% at one point during trading. The total trading volume of the Shanghai, Shenzhen, and Beijing markets reached 2.3028 trillion yuan, an increase of 175.5 billion yuan compared to the previous day, with more than 4,700 stocks declining. On the sector front, concept stocks related to computing power leasing, fintech, cybersecurity, AI applications, commercial aerospace, robotics, and memory chips all slumped. In contrast, the photovoltaic, lithium battery, and co-packaged optics (CPO) sectors moved against the trend and strengthened. More than 4,700 stocks in the market declined. Today, the new energy, photovoltaic, and battery sectors...
Global energy anxiety surges! 'Wind, solar, and storage' ETFs skyrocket.
A quick overview in one chart
A Quick Overview of New Energy Theme ETFs
The three major indices of the A-share market continued to rise today. At the close, the Shanghai Composite Index was up 0.25% at 4,133 points, the Shenzhen Component Index rose 0.78%, and the ChiNext Index gained 1.31%. The total market turnover reached 2.53 trillion yuan, an increase of 111.5 billion yuan compared to the previous trading day, with nearly 3,300 stocks falling. The energy storage and battery sectors performed strongly, with Defu Technology surging over 10%. The following ETFs showed notable movements: SW ETF New Energy, Huaan ETF New Energy, NSSF Battery ETF, Fuguo Battery ETF, ChinaAMC Battery ETF, E Fund Battery ETF, Fuguo ChiNext New Energy ETF, Battery ETF, Harvest Battery ETF, and Energy Storage Battery.
ETF Midday Review | Real estate industry chain leads gains, with real estate ETF rising 3%.
Gelonghui, January 20th | The three major A-share indices collectively fell during the morning session. As of the midday break, the Shanghai Composite Index dropped by 0.3%, the Shenzhen Component Index fell by 1.22%, the ChiNext Index declined by 1.83%, and the Beijing Stock Exchange 50 Index also fell by 1.83%. The total trading volume of the Shanghai, Shenzhen, and Beijing markets reached 1.8654 trillion yuan in the morning session, an increase of 58.9 billion yuan compared to the previous day. More than 3,300 stocks across the entire market declined. In terms of sector performance, chemical and chemical engineering, media and culture, real estate, insurance, banking, airport and shipping, retail, and semiconductor sectors led gains; commercial aerospace, CPO, controlled nuclear fusion, minor metals, battery, and military industry sectors were among the top decliners. Regarding ETFs, the domestic demand sector showed broad-based...
ETF Market Review | Significant Surge in Power Grid Equipment Sector, Power Grid Equipment ETF Rises 7.76%
Gelonghui, January 19th | The A-share market closed mixed today. By the end of trading, the Shanghai Composite Index rose by 0.29%, the Shenzhen Component Index increased by 0.09%, the ChiNext Index fell by 0.7%, and the Beijing Stock Exchange 50 Index edged up by 0.02%. The total trading volume of the Shanghai, Shenzhen, and Beijing markets amounted to 2.7321 trillion yuan, representing a decrease of 324.3 billion yuan compared to the previous day. Over 3,500 stocks across the three markets ended in positive territory. In terms of sector performance, the top gainers included precious metals, power grid equipment, chemical and chemical products, tourism and hospitality, aviation engines, airport shipping, and paper sectors. On the downside, media and culture, AI smartphones, computing power leasing, brain-computer interface, banking, and weight-loss drug sectors were among the biggest decliners. Regarding ETFs, the ultra-high voltage concept surged significantly.
ETF Midday Review | UHV Sector Rallies, Grid Equipment ETF and Grid ETF Rise 2%
Gelonghui, December 5th | The three major A-share indices collectively rose in the morning session. As of the midday closing, the Shanghai Composite Index increased by 0.08%, the Shenzhen Component Index rose by 0.39%, and the ChiNext Index gained 0.47%. The Beijing Stock Exchange 50 Index also climbed by 0.47%. The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached RMB 999.6 billion in the morning session, a decrease of RMB 40.6 billion compared to the previous day. Over 3,500 stocks across the entire market posted gains. In terms of sector performance, CPO-related concept stocks surged, while Fujian-based stocks remained highly active. Indices related to superconductivity, ultra-high voltage, 6G, and photovoltaics ranked among the top gainers. Meanwhile, Moore Thread-related concept stocks declined, with banking, real estate, and pharmaceutical sectors posting notable losses. Regarding ETFs, Wanji Fund’s Industrial Nonferrous...
Power shortages emerge as a new bottleneck for AI computing power expansion! The leading photovoltaic ETF (560980) and the Grid ETF (159320) rise against the market trend, significantly outperforming peers year-to-date.
Gelonghui, November 7th | The Endgame of AI is Electricity! As major market indices adjust, photovoltaic, power grid, and battery sectors are showing a countercyclical rise. As of the latest update, the leading photovoltaic ETF (560980) has risen by 0.91%, with a year-to-date increase exceeding 57%; the Grid ETF (159320) is also up, with a year-to-date gain surpassing 73%; the largest and most liquid Battery ETF (159755) in its category has surged 70% year-to-date; and the Energy Storage Battery ETF (159305), managed by GF Fund and reflecting strong industry momentum, has gained over 66% this year. On the news front, significant progress has been made in the anti-internal competition efforts within the photovoltaic sector, with industry insiders noting that some leading companies are collaborating with smaller and medium-sized enterprises.
Midday ETF Review | Surge in Power Grid Equipment Sector: Power Grid Equipment ETF Rises 4.6%
Gelonghui, November 5th | A-share market opened lower but moved higher subsequently, with the Shanghai Composite Index and the ChiNext Index turning positive near midday. As of the midday break, the Shanghai Composite Index was up 0.05%, the Shenzhen Component Index fell by 0.15%, and the ChiNext Index rose by 0.17%. The half-day trading volume across the Shanghai, Shenzhen, and Beijing markets amounted to RMB 1149.7 billion, a decrease of RMB 81.4 billion compared to the previous day. Over 3,000 stocks in the entire market posted gains. In terms of index performance, the three major indices saw a sharp drop at the opening but rebounded amid volatility. In terms of sector performance, leading gains were observed in Hainan Free Trade Zone, power grid equipment, airport and shipping, tourism and hospitality, as well as food and beverage sectors; whereas semiconductor, quantum technology, and gaming sectors posted notable declines. Regarding ETFs, power grid equipment...
Significant recovery in industry prices and profitability; leading photovoltaic ETFs and photovoltaic ETFs surged.
The three major indices of China's A-share market rose slightly today. At the close, the Shanghai Composite Index increased by 0.55% to 3,976 points, the Shenzhen Component Index rose by 0.19%, and the ChiNext Index gained 0.29%. The total market turnover reached 2.13 trillion yuan, a decrease of 216.9 billion yuan compared to the previous trading day, with over 3,500 stocks rising.
ETF Market Close | Storage chip sector surges in the afternoon, with the China-Korea Semiconductor ETF rising 4.6%.
Gelonghui, November 3rd | The SSE Composite Index closed up 0.55%, and the ChiNext Index rose 0.29%. The AI application theme rebounded again, with online gaming and short drama sectors leading the gains; photovoltaic, Hainan Free Trade Zone, and memory chip concept stocks were active. Lithium battery, rare earth permanent magnet, gold, and semiconductor sectors adjusted. In terms of ETFs, the memory chip sector surged in the afternoon, with Huatai Bai Rui Fund's China-Korea Semiconductor ETF rising by 4.62%. The photovoltaic sector expanded its gains in the afternoon, with Guangfa Fund's Photovoltaic ETF Leader and Huaan Fund's Photovoltaic ETF Index Fund increasing by 4.55% and 3.95%, respectively. The AI application sector continued its upward trend, with YinHua Fund...
ETF Market Review | New energy sector hit hard, with leading storage battery ETF and photovoltaic ETF plunging over 6%.
Gelonghui, October 17th | The three major A-share indices collectively fell today. By the close of trading, the Shanghai Composite Index dropped by 1.95%, the Shenzhen Component Index fell by 3.04%, the ChiNext Index declined by 3.36%, and the Beijing Stock Exchange 50 Index (BSI 50) decreased by 3.75%. The total trading volume of the Shanghai, Shenzhen, and Beijing markets reached RMB 1.9544 trillion, an increase of RMB 5.7 billion compared to the previous day. Over 4,700 stocks in the entire market ended lower. The new energy, semiconductor, and electronics sectors all experienced collective declines, while the military, chemical, and automobile industries saw broad-based losses. In contrast, regional sectors such as Fujian and Hainan showed resilience and performed strongly against the trend. Among ETFs, gold-related ETFs dominated the gainers' list, including China Construction Bank Gold ETF AU, Southern Gold ETF, and Tian Hong Fund's Shanghai Gold ETF.
ETF Daily Review | Gold stocks remained strong throughout the day, with gold stock ETFs rising by 6%.
Gelonghui, September 9 | The A-share market experienced a collective decline today. By the close of trading, the Shanghai Composite Index fell by 0.51%, the Shenzhen Component Index decreased by 1.23%, the ChiNext Index dropped by 2.23%, and the Beijing Stock Exchange 50 Index declined by 2.1%. The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 21,521 billion yuan, a decrease of 3,111 billion yuan compared to the previous day. Over 4,000 stocks in the entire market experienced declines. In terms of sector performance, precious metals, real estate, film and television, banking, and battery sectors saw the largest increases; while photolithography, semiconductors, consumer electronics, and medical services experienced the largest declines. In terms of ETFs, gold stocks remained strong throughout the day, with the Ping An Fund Gold Stock ETF and the Hua An Fund Gold Stock ETF leading the gains.
Photovoltaic equipment has experienced a general increase, with the photovoltaic ETF, leading photovoltaic ETF, and E Fund photovoltaic ETF rising.
The three major A-share indices collectively declined in the morning session. As of the midday break, the Shanghai Composite Index fell by 1.97% to 3738.32 points, the Shenzhen Component Index dropped by 2.37%, the ChiNext Index decreased by 3.2%, and the Star Market 50 Index declined by 5.38%. The combined trading volume of the Shanghai, Shenzhen, and Beijing markets reached 161.87 billion yuan, an increase of 146.5 billion yuan from the previous day. More than 2600 stocks across the market experienced declines. In terms of sector performance, photovoltaic equipment concept stocks saw widespread gains, with Ankai High-Tech reaching its daily limit, and Aiko Solar, JA Solar Technology, and Tongwei Co., Ltd. rising over 5%. The leading photovoltaic ETF increased by over 2%, and other photovoltaic ETFs and index funds also showed positive performance.
ETF Review | A-share trading volume exceeds RMB 2 trillion for three consecutive days, financial sector surges, Huaxia FinTech ETF rises 6%, ChiNext Growth ETF closes with a premium of over 11%
Gelonghui, August 15 | The three major A-share indices collectively closed higher. By the close, the Shanghai Composite Index rose 0.83%, reaching 3696.77 points, the Shenzhen Component Index gained 1.60%, and the ChiNext Index climbed 2.61%. The Beijing Stock Exchange 50 Index increased by 3.04%. The total trading volume for the Shanghai, Shenzhen, and Beijing markets was RMB 2.2728 trillion, a decrease of RMB 33.4 billion from the previous day, marking the third consecutive day of trading above RMB 2 trillion. Over 4,600 stocks across the market saw gains. In terms of sector performance, securities firms led the way, with stock trading software, photolithography machines, PCBs, new energy, robotics, rare earth permanent magnets, and computing power themes among the top gainers; banking stocks underperformed. In the ETF market, the Wanjia Fund's Sci-Tech Innovation Growth
ETF Market Review | The software sector led the declines, with the Software Index ETF and the Information Technology Innovation ETF both falling by 3%.
Gelonghui, August 8th | The three major A-share indices collectively closed lower. At the close of trading, the Shanghai Composite Index fell by 0.12%, the Shenzhen Component Index fell by 0.26%, and the GEM Index fell by 0.38%. The Beijing Stock Exchange 50 Index declined by 1.22%. The total trading volume in the Shanghai, Shenzhen, and Beijing markets was RMB 1736.3 billion, a decrease of RMB 116.2 billion from the previous day. Over 2,400 stocks across the two markets rose. AI applications, semiconductors, PEEK materials, and Robotics Concept stocks retreated, while Xinjiang revitalization, super hydropower stations, western mega-infrastructure, photovoltaics, lithium mines, innovative drugs, and stablecoin themes were active. The ERP Concept and Huawei Euler Sectors adjusted. In terms of ETFs, the building materials and infrastructure Sectors saw gains in the afternoon.
ETF Market Review | A-shares have experienced a two-day pullback, with China Petroleum & Chemical Corporation falling over 5%, and ZIYUANETF declining by 4%.
Gelonghui, August 1st | The three major A-share indices collectively closed lower, with the SSE Composite Index down 0.37%, the GEM down 0.24%, and the Shenzhen Component Index down 0.17%. The total trading volume of the Shanghai, Shenzhen, and Beijing markets was 161.99 billion yuan, a decrease of 34.2 billion yuan from the previous day. AI hardware themes generally retreated, with CPO and GPU sectors leading the decline; stablecoins, military, and semiconductor concept stocks were among the top losers; AI applications, photovoltaics, innovative drugs, and smart logistics concept stocks were active. In terms of ETFs, GF Funds' CSI Cons Stap ETF rose 4.69%. The photovoltaic sector was strong throughout the day, with GF Funds' HT-PB CSI PTVT IDT ETF and Guotai Funds' PV50 leading the way.