October CPI rebound and policies to boost domestic demand lifted the Tourism ETF by 5%, while the Food & Beverage ETF attracted over RMB 2.9 billion in net inflows during the second half of the year, ranking first among its peers.

Gelonghui, November 10th | Today, consumer stocks in duty-free, airport, tourism, food, and baijiu sectors surged on A-share markets. Companies such as China Tourism Group Duty Free Corporation Limited, Guoguang Chain, Jinjiang Hotels, and Babei Food hit their price limits, driving the Tourism ETF to rise by another 5% after the afternoon opening, while the Food and Beverage ETF increased by 2.99%. In terms of news: ①The October CPI rose 0.2% year-on-year and month-on-month, reaching its highest level in eight months; core CPI increased 1.2% year-on-year, with the growth rate expanding for six consecutive months; the PPI fell 2.1% year-on-year but the decline narrowed, turning positive month-on-month by 0.1%, marking the first increase within the year. ②Going forward, the Ministry of Finance will continue to implement measures to...

Gelonghui FinanceNov 10 13:03

ETF Midday Review | Long-awaited rebound in the consumer staples sector! Tourism ETF rises 5%, Liquor ETF up 3%.

Gelonghui, November 10th | The three major A-share indices collectively fell during the morning session. As of the midday break, the Shanghai Composite Index dropped by 0.03%, the Shenzhen Component Index fell by 0.59%, the ChiNext Index declined by 2.13%, and the Beijing Stock Exchange 50 Index slipped by 0.46%. The half-day trading volume of the Shanghai, Shenzhen, and Beijing markets amounted to RMB 1.4544 trillion, an increase of RMB 188.3 billion compared to the previous day. More than 2,900 individual stocks in the entire market showed gains. In terms of sector performance, sectors such as dairy products, duty-free shops, and liquor within consumer staples, along with chemical and chemical engineering, non-ferrous metals, silicon energy, and flu-related stocks led the gains; whereas hardware stocks related to computing power, including CPO and high-speed copper cabling, as well as the semiconductor sector, experienced significant declines. Regarding ETFs, the consumer staples sector demonstrated strong

Gelonghui FinanceNov 10 11:38

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...

Gelonghui FinanceNov 5 11:55

Driven by the longest Spring Festival holiday in history and new duty-free policies, the tourism ETF rose 1% against the market trend.

Gelonghui, November 5th | Global stock markets fell today, while the retail and duty-free sectors of China's A-share market surged. Hainan Airport rose by 6%, China Duty Free Group increased by 3.71%, driving the tourism ETF up by 1%. The largest food and beverage ETF gained 0.18%. News highlights: ① Recently, the Ministry of Finance and four other departments jointly issued the 'Notice on Improving Duty-Free Shop Policies to Support Consumption Growth', expanding the range of offshore duty-free goods to 47 categories while increasing the variety of domestic products, aiming to redirect overseas consumption back domestically. ② Yesterday, officials announced that the 2026 Spring Festival holiday will run from February 15th to February 23rd, 2026, totaling 9 days.

Gelonghui FinanceNov 5 10:04

Are individual investors taking on the challenge? In October, they became the main drivers of net ETF subscriptions.

① In October, the A-share market experienced fluctuations, with ETFs predominantly held by individual investors accumulating net subscriptions of 11.899 billion yuan, becoming the main force in market subscriptions; ② In terms of the intensity of net ETF subscriptions in October, individuals favored securities, consumption, and technology ETFs, while institutions focused on defensive products such as banking and dividend low-volatility funds, and significantly redeemed ETFs related to the CSI 500 Index; ③ During market adjustments, no large-scale withdrawal from individual-held ETFs was observed.

cls.cnOct 25 15:00

ETF Midday Review | Semiconductor sector shows strong breakout, Guotai STAR Chip ETF and Integrated Circuit ETF rise 4%.

Gelonghui, October 24th | The Shanghai Composite Index closed the morning session with a significant volume increase, rising by 0.42%, hitting another decade-plus high; the ChiNext Index surged by 2.09%. The commercial aerospace sector triggered a wave of limit-up trading, while the memory chip concept saw renewed explosive growth. The CPO and circuit board sectors rebounded consecutively; coal, oil, and gas stocks experienced notable pullbacks, while real estate, winter sports tourism, and liquor stocks performed sluggishly. In the ETF space, the semiconductor sector demonstrated robust momentum, with Guotai's STAR Chip ETF, Jia Shi Fund's Integrated Circuit ETF, and Guotai Fund’s Integrated Circuit ETF all surging over 4%. The AI hardware sector showed signs of recovery, with Yinhua Fund's 5GETF and Fuguo Fund’s Telecommunication Equipment ETF rising by 4.09% respectively.

Gelonghui FinanceOct 24 11:51