Express News | The rebalancing of the STAR 50 Index took effect, and the E Fund STAR 50 ETF (588080) saw net inflows for four consecutive days.
At the close, the ChiNext Index fell 1.1%, the SSE STAR 50 Index dropped 1.6%, and the CSI STAR & ChiNext 50 Index declined 2.0%. Data from Tonghuashun iFinD shows that as of the previous trading day, the E Fund STAR 50 ETF (588080; feeder funds A/C/Y: 011608/011609/022895) saw net inflows for four consecutive days, totaling nearly RMB 1.8 billion. Recently, the periodic rebalancing of the STAR 50 Index took effect, with five constituents replaced. Raytron Technology, Huafeng Technology, Yitang Semiconductor, Insta360, and SJ Semiconductor were added, most of which are companies in the semiconductor chip supply chain, further enhancing the "hard tech" profile of the STAR 50. Market analysis points out that the STAR and ChiNext sectors have continued to correct recently due to the dual pressures of external valuation constraints and internal profit-taking. However, after continuous adjustments, trading congestion and valuation levels have compressed significantly. Overall, this represents a low-position allocation opportunity driven by shrinking volume and bottoming processes. The industrial trends in domestic and international computing power, optical interconnects, and self-reliance in hard technology remain unchanged. The cost-effectiveness and medium-term allocation value of broad-based STAR and ChiNext indices have risen again.
ETF Market Barometer | Innovative drug sector leads gains, with Hong Kong-listed innovative drug ETFs, Hang Seng Healthcare ETF, and Hong Kong Stock Connect healthcare ETFs rising 4%; short-term financing ETFs and STAR 50 ETFs attracted the most inflows last week.
8 Images for a Quick OverviewChina's three major stock indices all closed lower today. At the close, the Shanghai Composite fell 0.07%, the Shenzhen Component Index dropped 0.64%, the ChiNext Index
ETF Fund Flow Monitor | STAR 50 ETF sees net inflows of CNY 12 billion over the past 20 days
Gelonghui, September 14 — Over the past 20 trading days, the STAR 50 index has been the most favored equity asset class. The China Asset Management STAR 50 ETF saw net inflows of RMB 12.063 billion,
ETF Fund Flow Watch | Short-Term Financing ETF and STAR 50 ETF Led Inflows Last Week
Gelonghui, September 14 | Capital continues to flow into fixed-income assets: the short-term financing ETF managed by HFT saw net inflows of RMB 5.332 billion, while the corporate bond ETF under E
ETF Fund Flows | Net inflows recorded in STAR 50 ETF, CSI 300 ETF, SSE 50 ETF, SSE Composite Index ETF, ChiNext ETF, and others
Gelonghui, September 14 — On September 11, the top 20 ETFs with net inflows collectively attracted approximately RMB 16.312 billion, spanning broad-based indices, bonds, sector‑specific themes, cross‑
A mere 0.1% shift prompts nine investment banks to revise their forecasts overnight
There's a lot of information.In the wake of August's sharp CPI surge, Wall Street collectively reversed course overnight, with market expectations for a Fed rate hike in September soaring to nearly 90
"King Ning" Takes Action: Has Repurchased Approximately RMB 200 Million in Shares! | Selected After-Hours Announcements
The trillion-yuan battery sector leader announced the repurchase of approximately RMB 200 million worth of shares; the computing power leader plans a private placement to raise funds for expanding AI infrastructure and liquid cooling capabilities; a traditional landscaping company has crossed industry lines to acquire a semiconductor firm... What post-market announcements deserve attention today?
Express News | The "Four Little Dragons" of domestic GPUs have officially converged in the capital markets, with the E Fund STAR 50 ETF (588080) recording net capital inflows for three consecutive days.
At the close, the STAR 50 Index fell 1.0%, the STAR Composite Index dropped 1.5%, the STAR Growth Index declined 1.6%, the STAR 100 Index decreased 2.3%, and the STAR 200 Index slid 2.8%. Data from Tonghuashun iFinD shows that as of yesterday, the E Fund STAR 50 ETF (588080; feeder funds A/C/Y: 011608/011609/022895) recorded net capital inflows for three consecutive days, totaling approximately RMB 860 million. On the news front, domestic AI chip company Enflame Technology officially listed on the STAR Market today. With this listing, the "Four Little Dragons" of domestic GPUs—Moore Threads, Biren Technology, MetaX, and Enflame Technology—have all entered the capital markets, marking a significant milestone in the development of China's domestic AI computing power industry.
Buy and hold: Why are South Korean investors so bullish on Zhongji Innolight? Multiple technology stocks see increased positions
① Since its listing, South Korean investors have maintained a firm holding stance in Zhongji Innolight, with cumulative purchases totaling USD 46.8317 million, while cumulative sales amounted to only USD 2.532 million; ② Technology-related assets, such as semiconductor ETFs, the STAR 50 ETF, and the Hang Seng Tech ETF, also saw counter-trend position increases by South Korean investors in the second half of the year.
Xiao K Morning Brief | Enflame Technology lists today; Microsoft plans to double data center capacity
1) Hubei: Launch concentrated R&D efforts in optical communications, high-end chips, and BeiDou high-precision positioning; 2) Guard against blind expansion: Energy storage battery capacity expansion hits the brakes; 3) Cambricon: No announcements regarding price increases have been issued.
Surge in AI Demand Becomes Evident! Multiple Semiconductor Manufacturing and Equipment Makers Expand Capacity; New Business Contributions Yet to Materialize | Live from Earnings Briefings
① Today, a collective interim 2026 earnings briefing for the semiconductor manufacturing, equipment, and materials sectors on the STAR Market was held, with participation from over 20 companies including Yuanjie Technology and AMEC; ② Incremental demand driven by AI has already manifested in wafer fabrication, semiconductor equipment, and packaging and testing segments, leading to order and revenue growth across multiple links in the supply chain; ③ Multiple semiconductor manufacturing and equipment vendors are expanding production capacity, though the realization of some new business lines remains to be observed.
Foreign investors conducted over 5,500 research visits to A-share companies this year: 610 institutions clustered their efforts, with hard technology sectors becoming the focal point
① As of September 8, more than 610 foreign institutional investors had cumulatively conducted 5,581 research visits to A-share companies this year, marking a significant expansion in both frequency and coverage compared to previous years; ② Foreign capital has primarily focused on leading companies in sectors such as semiconductors, electronics, machinery manufacturing, power equipment, and healthcare; ③ By the end of the second quarter, QFII holdings covered over 1,700 A-share listed companies, with a total market value of RMB 373.786 billion.
Express News | The upcoming rebalancing of the STAR 50 Index is set to take effect, further enhancing its "hard tech" profile. The E Fund STAR 50 ETF (588080) recorded a total net inflow of nearly RMB 700 million over the past two days.
At the close, the STAR Growth Index fell 0.5%, the STAR 50 Index dropped 0.7%, the STAR 100 Index declined 0.9%, the STAR Composite Index decreased 1.1%, and the STAR 200 Index slipped 1.3%. Data from Tonghuashun iFinD shows that as of yesterday, the E Fund STAR 50 ETF (588080; Feeder Funds A/C/Y: 011608/011609/022895) saw net capital inflows for two consecutive days, totaling nearly RMB 700 million. In terms of news, the periodic rebalancing of the STAR 50 Index will take effect after the market close on September 11, 2026. This rebalancing involves replacing five constituents, with Raytron Technology, Huafeng Technology, Yitang Semiconductor, Insta360 Innovation, and SJ Semiconductor added to the index. Among them, Raytron Technology, Yitang Semiconductor, and SJ Semiconductor are all companies in the semiconductor chip supply chain, further boosting the "hard tech" quality of the STAR 50 Index.
ETF Fund Flows | Yinhua Daily Profit ETF and Huabao Tianyi ETF Lead in Capital Inflows Over the Past 20 Days
Gelonghui, September 10 — Over the past nearly 20 trading days, money‑market ETFs have consistently led in net inflows, with Yinhua Rili ETF attracting RMB 13.062 billion and Huabao Tianyi ETF
ETF Fund Flows | STAR 50 ETF, CSI 500 ETF, and CSI 1000 ETF Record Top Net Inflows Over Past Five Days
Gelonghui, September 10 | Over the past five days, broad-based STAR Market indices have become the primary focus of equity fund inflows. The ChinaAMC STAR 50 ETF recorded net inflows of RMB 4.781 billion, while the E Fund STAR 50 ETF saw net inflows of RMB 1.260 billion, with the STAR 50 series leading in total capital attraction. Broad-based index sectors showed diversified gains: the Southern CSI 500 ETF registered net inflows of RMB 2.458 billion, the ChinaAMC CSI 1000 ETF saw net inflows of RMB 1.330 billion, and the Huatai-PineBridge CSI 300 ETF recorded net inflows of RMB 1.060 billion, indicating simultaneous capital allocation into large- and mid-cap broad-based indices. Fixed-income and cash management products maintained steady inflows, with the Bosera Convertible Bond ETF...
Express News | The STAR 50 Index surged before retreating, while the E Fund STAR 50 ETF (588080) saw consecutive capital inflows.
By the midday close, the STAR Growth Index fell 0.04%, the STAR 50 Index dropped 0.4%, the STAR 100 Index declined 0.6%, the STAR 200 Index decreased 0.8%, and the STAR Composite Index slipped 0.8%. Data from Tonghuashun iFinD shows that as of yesterday, the E Fund STAR 50 ETF (588080; Feeder Funds A/C/Y: 011608/011609/022895) recorded net capital inflows for two consecutive days, totaling nearly RMB 700 million.
ETF Fund Flows | Net inflows into STAR 50 ETF, Communication ETF, Growth ETF, Hang Seng Tech ETF, etc.
Gelonghui, September 10 — On September 9, bond‑focused ETFs accounted for the bulk of net inflows, while CSI STAR 50, telecommunications, Hong Kong‑listed tech, and strategy‑style ETFs also saw
Xiao K Morning Brief | DeepSeek Reportedly Preparing for STAR Market IPO; Apple's First Foldable iPhone Debuts
① Renesas Electronics issues another price increase notice; ② Enflame Technology to list on the STAR Market on September 11; ③ 13.97 million restricted shares of MetaX will become tradable starting September 17.
Express News | The STAR 50 Index opened higher but closed lower, while the E Fund STAR 50 ETF (588080) attracted over RMB 400 million in net inflows yesterday.
At the close, the STAR 200 Index rose 0.1%, the STAR 100 Index fell 0.5%, the STAR Growth Index declined 0.5%, the STAR 50 Index dropped 0.7%, and the STAR Composite Index decreased 0.8%. Data from Tonghuashun iFinD shows that the E Fund STAR 50 ETF (588080; Feeder Funds A/C/Y: 011608/011609/022895) recorded net inflows exceeding RMB 400 million yesterday.
Highlights from the Joint Earnings Briefing for AI Companies on the STAR Market: Computing Infrastructure Drives Hardware into a Growth Cycle, While Commercialization of Models and Applications Awaits Breakthroughs
① On September 9, the STAR Market held a collective earnings briefing for the artificial intelligence sector; ② The pace of value realization across the AI industry chain is diverging: computing‑