6 hard technology ETFs are approved!In just two days, I got the approval, sword finger chip, new materials, machine tools and other "card necks" problems

6 swords refer to the hard technology ETF of the "card neck" problem!

Securities Times · Brokerage Chinese reporters were informed that on September 18, 4 follow -up of science and technology chip ETFs reported by Hua'an Fund and Cajie Fund, ETF, an industry -themed theme of science and innovation boards reported by the science and innovation materials reported by the Southern Fund, and Boshi Fund At the same time, the machine tool ETF declared by Huaxia Fund and Cathay Fund also got the approval of the same day, becoming the first batch of domestic machine tool ETFs.

These 6 ETFs were not only approved on the same day, but also aimed at hard technology directions such as chips, new materials, and industrial machine tools, so they attracted much attention. The website of the CSRC shows that these 6 ETFs were just reported on Friday (September 16). It took only two days to easily get approval on Sunday (September 18).

In recent years, with the domestic economic transformation, the phenomenon of "card neck" in the fields of chips, new materials, CNC machine tools and other fields has been prominent. Recently, six swords refer to the "stuck neck" difficulty of hard technology ETF have been approved. Provide efficient investment tools, and will also provide direct financing convenience for technology companies with core technology and science and technology innovation capabilities to further serve the national strategy.

6 hard technology ETFs are approved heavy

On September 18th, 4 follow -up science and technology innovation materials ETFs reported by the Huaan Fund and the Castrol Fund, the Southern Fund, and the Boshi Fund, etc., have been approved by the Securities Regulatory Commission. This is also after the previous batch of ETFs of the ETF of the science and technology innovation board industry in Hua'an and Castrol in April, the science and technology information ETF once again ushered in the new army of ETFs in the segment industry, and the theme investment track expanded again.

At the same time, the ETFs declared by Huaxia Fund and Cathay Fund have also been approved by the CSRC, becoming the first batch of domestic machine tool ETFs.

It is worth noting that the six heavy industry theme ETFs, ETFs, have hard technology directions such as sword finger chips, new materials, and industrial machine tools, so they have attracted much attention and are also fast in product approval. The website of the CSRC shows that these six ETFs were just reported on Friday (September 16), and quickly received approval on Sunday (September 18).

The industry expects that six products will be favored by the market and will attract a group of new funds that focus on theme investment to enter the market. "From the recent market performance and growth courseware, the current market investment style has preferred the scientific and technological innovation industry that represents the new development pattern of the future." Analysts pointed out that the theme of the A -share market is already in the ascendant. More dimensions of theme investment products have launched the market, lit the market enthusiasm for diversified investment.

Taking the approved science and technology chip ETF and ETF of science and technology innovation materials as an example, in fact, since July 2019, the fund company has never stopped the exploration and layout of the theme ETF of the science and technology board. From the earliest science and technology innovation 50ETF to the later dual -innovation ETFs, to the successive declaration and approval of ETFs in the science and technology board industry, ETF innovation rooted in the science and technology board has continued to refine and segmented.

"This is a result of the gradual development of the science and technology board. With the increasing number of listed companies in the science and technology board, the derived of the science and technology board theme fund will become more and more abundant. This is one of the directions of ETF innovation. Expansion in the subdivided field. "Some products of the fund company said.

The approved machine tool ETF directly refers to serving the national strategy and solving the problem of the stuck neck. The machine tool is the foundation of a national equipment manufacturing. It is known as the "mother of manufacturing". Since the 18th National Congress of the Communist Party of China, the industrial parent machine has made significant progress under the leadership of the central government. The performance of related companies has been greatly improved. Development results provide configuration tools.

Some fund companies have revealed that the company attaches great importance to the above products and plans to start issuance as soon as possible.

The theme investment of the science and technology board expands again

As we all know, the science and technology board takes the development of high -tech industries and strategic emerging industries such as new generation of information technology, biomedicine, high -end equipment manufacturing, and new materials. Provide fast channels and become an important manifestation of the capital market to support manufacturing.

The ETF of the Hua'an Fund, the Celene Fund's science and technology chip ETF, the ETF of the science and innovation materials of the Southern Fund and the Boshi Fund were approved. The needs of wealth management are also conducive to guiding resources to tilt to the "hard technology" company represented by science and technology boards.

It is understood that the ETF of the science and technology chip approved by Hua'an and Castrol tracking is the Shanghai Stock Exchange Science and Technology Board Chip Index. 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. As of now, nearly 60 technology innovation companies with chip -related industries have been listed on the science and technology board, and 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 downstream application fields in the chip industry are widely used, including automotive electronics, industrial control, consumer electronics, network equipment, mobile communication, etc. The vast application field supports the continuous development of the chip industry. At the same time, with the rapid development of emerging industries represented by 5G, the Internet of Things, artificial intelligence, cloud computing, smart car, smart home, wearable equipment, etc., it will further spawn a large number of chip products. Essence The science and technology board brings together a group of chip industry leading companies with high market recognition, covering the industry chain links such as design, manufacturing, materials, equipment, seal testing, etc. The industrial agglomeration effect is increasing Complete development pattern. Hua'an Fund said that the domestic alternative logic of the chip industry has strengthened step by step, and A -shares have a significant Alpha compared to the global semiconductor industry. Taking the global semiconductor parts industry as an example, the top ten companies in the world are currently in Germany, the United States, Japan and other countries. There is no core component companies in my country. In the future, domestic alternative space is huge.

The ETF approved by the southern and Boshi, which was approved by the science and innovation materials, tracked the new material index of Shanghai Science and Technology Board. This index mainly selects 50 advanced steel, advanced non -ferrous metal, advanced inorganic non -metal and other basic materials such as advanced steel, advanced non -metal, and key strategic materials from the science and technology board market. The overall performance of the market representative new material industry listed companies.

From the perspective of the index industry distribution, the industry of the new material index of Shanghai Stock Exchange Science and Technology Board is mainly distributed in the fields of new energy materials, aerospace materials, semiconductor materials and other fields. The industry includes battery chemicals (28.12%), aviation equipment III (11.11%), photovoltaic auxiliary materials (10.96%), and semiconductor materials (10.28%). Most of the top ten rights stocks are the leading heads of the new material sector. As of September 16, 2022, the new material index of the Shanghai Stock Exchange Science and Technology Board has a total of 48 constituent stocks. "Leader".

Southern Fund analysis pointed out that the new material index of science and technology board has a very good investment value in terms of long -term, medium -term or short -term. In the long run, the localization of new materials with excellent performance is the key to China becoming a strong country in manufacturing and getting rid of the dilemma of the "card neck"; from the mid -term perspective, product penetration rate increase+downstream demand, the company's core competitiveness In the short term, the company's development guarantee is escorted; in the short term, the price of raw materials falls+the weakening of the epidemic situation+the improvement of the overseas trade environment is expected to bring a valuation rebound.

Boshi Fund said that new materials refer to materials that have 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. Strategic plans such as the "Twelfth Five -Year Plan" National Strategic Emerging Industry Development Plan and the "Twelfth Five -Year Plan for New Material Industry" have been introduced to support the rapid development of the new material industry. At present, my country still lags behind the United States in the field of new materials. Eu developed countries and regions have broad development space in the future.

The first batch of machine tool ETFs also officially launched

While the science and technology chip ETF and the ETF of Science and Technology Innovation Materials were approved, another large hard technology theme ETF, the machine tool ETF, was also officially launched. Huaxia Fund and Cathay Fund won the "head soup".

The machine tool is a machine for manufacturing machines, and it is also a machine for manufacturing machine tools. It is called "industrial parent machine", which plays a major role in the construction of the modernization of the national economy. The modernization level and scale of the machine tool industry, as well as the number and quality of the organic tool, is one of the important signs of the development of a national industry.

Since the 18th National Congress of the Communist Party of China, with the continuous advancement of my country's economic transformation and upgrading, industrial machine tools have been highly valued by the central government. In March 2021, the "Fourteenth Five -Year Plan and the Outline of 2035" clearly proposed "promoting integrated circuits, advanced power equipment, engineering machinery, high -end CNC machine tools, medical and medical equipment and other industries such as innovation and development"; 2021 12 The "Fourteenth Five -Year Plan" Intelligent Manufacturing Development Plan "proposes to" focus on key craftsmanship, industrial parent machine, digital twin, industrial intelligence and other key areas, and support industry leading enterprises to build a group of manufacturing innovations in the construction of universities, scientific research institutes and upstream and downstream enterprises. Loan.

Liang Xing, director of the Cathay Fund's Quantitative Investment Department, analyzed. For example, the automotive manufacturing industry is the industry with the largest demand for metal cutting machine tools. With the gradual popularization of electric vehicles, the changes in its product structure have a significant impact on the machine tool industry. Compared with traditional fuel vehicles, new energy vehicles are very different in terms of platforms, structures, and power. Its specific batteries, electrical control, motors, and intelligent components need to be re -customized. New energy vehicles are representative emerging emerging emerging emerging emergencies Industrial demand innovation is expected to bring new demand growth points for machine tools, and domestic alternative logic may be recovered in the machine tool industry.

It is understood that the CSI Machine Tool Index tracked by the machine tool was released by the CSI Index Co., Ltd. on May 9, 2022. The index selected 50 businesses from the Shanghai and Shenzhen markets involved the machine tools and CNC systems, main axis, cutting cutting Listed companies in the design, manufacturing and services of key components such as tools are samples, which focuses on the major development results of my country's machine tool industry that overcome difficulties and achieve "self -reliance" in the industry.The machine tool ETF with its target index will not only provide high -efficiency investment tools for the market, but also provide direct financing convenience for machine tool companies with core technology and science and technology innovation capabilities to further serve the national strategy.Industry insiders said that supporting the development of the industrial parent industry and encouraging public offerings to actively deploy the theme products of the machine tool industry is an important measure to implement the national development strategy and serve the real economy.

Responsible editor: Gui Yanmin

School pair: Gaoyuan

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