Weekend heavy weekends!Just now, there are also hard technology products approval. Castrol, Huaxia, Boshi, Southern, Cathay, Hua'an Fund

Ordinary investors lay out the hard technology industry and add new tools.

On September 18th, the official website of the China Securities Regulatory Commission showed that the six theme index ETF products were quickly approved, namely the Castle CSRC Chip chip ETF, Huaan Shangbi Science and Creative Board chip ETF, Southern Securities Science and Technology Board New Material ETF, Boshi SSE Science and Technology Board New Material ETF, Huaxia CSI Machine Tool ETF, Cathay Cathay CSI Machine Tool ETF. Ordinary investors use the ETF product to lay out the hard technology market, with better investment tools, which further enriches investment options.

Industry insiders said that the above 6 products are closely focusing on national strategy and industrial policies, and guided funds to invest in high -quality listed companies in hard technology fields such as chips, new materials, and industrial parent machines. Industrial development is of great significance.

6 hard technology ETF products are approved by science and technology chip ETF guidance funds to tilt to the semiconductor industry

On September 18th, the six theme index ETF products were quickly approved. The products were Ca Shi and Hua'an Fund's "Shanghai Stock Exchange Create Board Chip ETF"; Southern and Boshi Fund's "SSE New Materials ETF"; Huaxia and Cathay Pacific Fund's "CSI Machine Tool ETF".

Among them, the four ETF products of the two important theme indexs of Tracking Science and Technology Board were approved by the Securities Regulatory Commission. This means that the science and technology innovation -themed investment track has expanded again. The industry expects that four products will be favored by the market, attracting a group of new funds that focus on theme investment to enter the market.

Among them, the "Shanghai Stock Exchange Science and Technology Board Chip ETF" declared by Castrol and Hua'an Fund was approved, marking the first batch of chip theme ETFs in the science and technology board. This type of product also provides a semiconductor industry chain represented by chips. One -click direct investment tool.

It is understood that the index of the Shanghai Stock Science and Technology Board chip ETF tracking is the Shanghai Stock Exchange Science and Technology Board Chip Index (the index is "Science and Technology Chip"). Science and technology chip is another main index of the science and technology innovation board market after science and technology innovation information, science and technology information, and science and technology creatures. The index selected business involving semiconductor materials and equipment, chip design, chip manufacturing, chip packaging and test -related securities as index samples from the science and technology board listed companies, in order to reflect the overall performance of the securities of the listed company of the science and technology board industry.

Data show that as one of the areas supported by science and technology boards, there are currently nearly 60 chip -related industries with scientific and technological innovation companies listed on the science and technology board. 4 of the top 10 companies in the total market value of science and technology boards are chip industry companies.

Castrol Fund said that the approval of the ESC science and technology board chip ETF is conducive to providing investors with tools for better investment science and technology boards, especially providing significantly focusing on semiconductor semiconductor industrial chain such as science and innovation board chips One -click direct investment tools; on the other hand, it is also conducive to improving the agglomeration and demonstration effects of advanced industries such as science and technology board semiconductors, injecting vigorously into the development of science and technology boards and science and technology board listed enterprises.

Hua'an Fund also said that for more than three years, many chip semiconductor companies have also thrived under the hatching of this fertile soil, and they are gradually becoming an important representative of Chinese hardcore technology and leading technology companies to continue to innovate and develop. As the first batch of industry ETFs to focus on the science and innovation board chip sector, the ETF product of the science and technology chip ETF is the powerful tool for investors to lay out the science and technology board chip industry, grasping the semiconductor industry chain investment opportunities.

From the perspective of investment value, the data reported in 2022 showed that the operating income of the science and technology chip indexes increased by 34.52%year -on -year, and the net profit of the mother -in -law increased by 19.93%year -on -year. At the same time, the intensity of index research and development input is significantly ahead, and the research and development expenditure of science and technology chip index accounted for 15.47%in the proportion of revenue, laying the foundation for growth toughness and high -quality development.

It is reported that as a core index science and technology innovation 50, the scale of 8 domestic science and technology 50 ETF products has continued to grow, and the total market value has recently exceeded the 50 billion yuan mark. Industry insiders believe that the theme of the A -share market is already in the ascendant. In the future, there will be more dimensions of theme investment products to launch the market and ignite the market enthusiasm of diversified investment.

In fact, for more than three years in July 2019, the science and technology board has become an important market for investment and financing with more than 460 listed companies and a total market value of over 5.7 trillion yuan. Scientific and technological innovation enterprises with outstanding profitability demonstrate the demonstration effect of financial support for technological innovation.

The science and technology board takes the new generation of information technology, biomedicine, high -end equipment manufacturing, new materials and other high -tech industries and strategic emerging industries.

At the third anniversary of the opening of the science and innovation board, the theme index of the science and technology board has basically achieved the full coverage of the strategic emerging pilot industry, which basically includes the most "hard technology" representative industry in China, and the demonstration of science and technology boards listed company. The science and technology board provides a fast channel for the development of scientific and technological innovation companies including chips and new materials and other fields, becoming an important manifestation of the capital market to support the manufacturing industry.

As the first batch of industry ETFs to focus on the science and innovation board chip sector, the ETF of Harvest and Hua'an Fund Science and Technology Chip was approved. It is an investment tool for investors to lay out the science and technology board chip industry. Asset allocation and wealth management needs, guide resources to further tilt towards the "hard technology" company represented by science and technology boards. New economy has spawned a large amount of new materials for science and technology materials ETF to inject power into the new economy

In addition to the science and technology chip ETF, on September 18th, the "SSI Science and Technology Plate New Material ETF" products of Boshi and Southern Fund were officially approved. This is currently the first batch of new materials theme ETFs in the market.

The science and technology materials index tracked by the "SSE Science and Technology Board New Materials ETF", selects 50 advanced steel, advanced non -ferrous metal, advanced inorganic non -metallic materials such as advanced steel, advanced non -metal non -metal, and key strategic materials For samples, the overall performance of securities of new material industry listed companies with market representatives of science and technology boards.

New materials refer to materials with newly appeared materials with excellent performance or special functions, or materials that have significantly improved or generate new functions after the improvement of traditional materials, which are mainly divided into advanced basic materials and key strategic materials. The former mainly develops from traditional materials, including steel, non -ferrous metals, chemicals, non -metal materials, etc. The latter mainly expands from the application field, including fiber composite, rare earth, semiconductor, new energy, etc.

Talking about the long -term investment value of the ETF of science and technology materials, Boshi Fund analysis, my country attaches great importance to the development of the new material industry. In recent years, the "Twelfth Five -Year Plan" National Strategic Emerging Industry Development Plan "and" New Material Industry "Twelfth Five -Year Plan" "Development Plan" and other strategic plans have been introduced to support the rapid development of the new material industry. At present, my country still lags behind developed countries and regions such as the United States and Europe, and its future development space is broad.

The Southern Fund also said that the current round of scientific and technological revolution and industrial change provides an opportunity for my country's economic transformation, and also gives birth to a large amount of demand for new materials. In this context, a series of high -quality investment opportunities are expected to emerge in the new material sector, especially the science and technology boards of high -quality listed companies in many new materials areas have attracted much attention.

The Southern Fund believes that the approval of the new material ETF of Shanghai Stock Exchange Science and Technology Board will provide investors with high -quality investment tools for investors' stocks. Economic development injects the driving force to promote the high -quality development of listed companies.

A industry insider in Shanghai also believes that the main weights of the ETF products of science and technology materials are all in the fields of basic chemistry, electronics, military industry, new energy and other fields. The role is great, which has important strategic significance for promoting the transformation and upgrading of traditional industries, promoting the development of new industries, and accelerating the realization of carbon peak carbon neutrality.

From the perspective of index performance, the benefits of the new material index of the Shanghai Stock Exchange Science and Technology Board surpass the market's main broad -foundation index. Since the release date, as of September 16, 2022, the annualized return rate of index was 16.01%, while the main broad-base index CSI 300, CSI 5 million, and all A full A yields were -1.50%and 4.63%, respectively. , 4.69%, the long -term market performance is excellent. At the same time, the index income risk ratio is 0.39, and the income risk performance is better than the broad base index at the same time.

According to the Southern Fund analysis, the new material index of science and technology board has a very good investment value in terms of long -term, mid -term or short -term: from the long run, new materials with excellent performance are China to become a manufacturing power, get rid of the "card card, and get rid of the" card card The key to the "neck" dilemma; from the mid -term perspective, "increased product penetration rate+downstream demand prosperity+company core competitiveness" is the development of the new material company to escort; in the short term, "raw material price decline+the negative impact of the epidemic situation becomes weakened +Improvement of overseas trading environment "is expected to bring valuation rebound.

my country's machine tool industry enhances the space vast machine tool ETF to support the high -quality development of my country's machine tool industry

In addition to the ETF of Science and Technology Chip and ETF of Science and Technology Innovation Materials, Huaxia and Cathay Fund's "Sino -Stock Machine Tool ETF" products are also allowed to be released on the same day.

Machine tools are mainly used for processing metal or other materials, making it a needed parts. In short, the machine tool refers to a machine used to make machines, and it is also known as "work and parent machine" or "tool machine". In general machinery manufacturing, 40%-60%of the total number of machinery manufacturing work in machine tools is an important cornerstone in the development of modern industries. The variety, quality, and processing efficiency of machine tools directly affect the production technology of other mechanical products. The modernization level and autonomous ability of the machine tool industry are one of the important signs of a national industry development.

The China Stock Exchange Machine Tool Index selected 50 businesses from the Shanghai -Shenzhen market involving the manufacturer and services of the machine tools and its key component manufacturing and services as a sample to reflect the overall performance of the securities of the listed company of the machine tool industry. The machine tool ETF with its target index provides efficient investment tools for the market and meets diverse investment needs. Quality development helps financial support to support the development of the real economy.

As the greatest transfers and beneficiaries of the world's most recent transfer, my country has become the world's largest manufacturing country for many years. On the road towards a large manufacturing country, the demand for the machine tool industry supported by the basic industry has also been significantly improved. As of the end of 2020, my country has become the largest consumer and producer in the world's machine tools, accounting for 32%and 29%, respectively. After years of development, the numerical control rate of machine tools has continued to increase. According to the "Made in China 2025" plan, it is expected that the CNC rate in my country is expected to reach 50%in 2020, but compared to the level of 80%-100%of the machine tool CNC rate of developed industries such as Japan and Germany Essence

From the perspective of the investment logic of the machine tool industry, the first is the policy support. "Made in China 2025" is clearly planned, and by 2025, the domestic market share of high -end CNC machine tools and basic manufacturing equipment will exceed 80%; "high -end CNC machine tools" will be listed as one of the key areas of manufacturing in the next ten years, high -end CNC machine tools and machine tools and machine tools and machine tools Basic manufacturing equipment generally enters the ranks of the world's power.

The second is increased downstream demand and import substitution. 40%of the downstream of the machine tool industry are the automotive industry, and the growth of new energy vehicles has increased the growth point of the market size of the automotive industry. Compared with fuel vehicles, the demand for weight loss in new energy vehicles is urgent, and the amount of aluminum alloy has increased significantly. Aluminum alloy processing is mainly completed by metal cutting machine tools, bringing opportunities to CNC machine tools. Under other applications such as aerospace manufacturing, industrial machinery and intelligent manufacturing equipment and the joint effects of the machine tool industry, the machine tool industry will further benefit from the upgrading and structural adjustment of China's manufacturing industry.

Third, equipment update needs. The domestic machine tool industry has entered the ten -year update cycle, and the advent of update demand has provided strong support for the continuation of the industry's high prosperity.

Analysis of investment researchers in the industry, the approval of the CSI Machine Tool ETF products will help investors to deploy the long -term dividends of the domestic machine tool industry, and it is also conducive to giving full play to the effect of capital agglomeration. The import substitution of some mid -to -high -end overseas machine tools will play a positive role.

Responsible editor: Wang Shidan | Audit: Li Zhen | Director: Wan Junwei

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