The Nuggets high -end manufacturing source, industrial mother machine ETF (159667) is released

Recently, 6 hard technology ETFs related to machine tools, chips, and new materials have been approved quickly after reporting two days, causing high market attention. It is reported that this group of products that refer to the "stuck neck" problem also actively launched after approval. Among them, the industrial mother machine ETF (159667) was released on September 26. Investors can seize the investment opportunities of the domestic machine tool industry through the product.

The "industrial mother machine" is the machine tool, which is mainly used for processing metal or other materials. Generally, it refers to the machine that manufacture machines. It is known as the cornerstone of industrial modernization and the source of high -end manufacturing. Construction machinery and other fields.

China is the world's largest machine tool producer and consumer country, which profoundly affects the supply and demand structure of the world's machine tool market. According to statistics, the global machine tool output value in 2021 was 70.9 billion euros, of which the output value of Chinese machine tools was 21.814 billion euros, accounting for 30.8%. In 2021, the global machine tool consumption was about 69.4 billion euros, of which the consumption of Chinese machine tools was 23.588 billion euros, accounting for 34%. The market size of 100 billion levels provides fertile soil for the birth of domestic leading machine tools.

At present, the localization rate of high -end machine tools in my country is less than 10%. In the industrial parent industry, we mainly focus on high -end exports and low -end exports, and high -end machine tools are seriously dependent on imports. In 2019, the average import price of metal processing machine tools in my country was US $ 131,300 per unit, while the average price of metal processing machine tools exported was US $ 466.13 per unit, only 0.36%of the import average price. Only by transforming to high -end products can we improve product premium capabilities. In addition, high -end industrial parent machines are seriously dependent on imports, and their downstream are mainly high -precision areas such as aviation and military industry. Therefore, domestic replacement is urgent.

According to the data, the industrial mother machine ETF tracks the CSI machine tool index. There are currently 50 component stocks, involving listed companies in the fields of key components such as machine tools and CNC systems, main axis, and cutting tools. Heavy warehouse stocks include leading companies such as Great Laser, Huagong Technology, Xiamen Tungsten Industry, Machine CNC and Genesis. From the perspective of style, the index is a small and medium -sized growth stock, and the medium and long term is better than the main similar indexes. Wind data shows that as of 2022/9/21, the CSI Machine Tool Index has increased by 54.85%in the past three years, which has significantly rushed to win the same period of the same period of the same period of 20.24%and 14.86%of machine tools.

Professionals pointed out that in the short term, the economic stable growth tone of the policy level remains unchanged. With the construction of downstream infrastructure projects, it is expected that construction machinery and upstream industrial parent machines will be recovered. With the recovery of the macroeconomic economy, manufacturing capital spending is also expected to repair, driving the demand for industrial parental aircraft to improve. In the middle and long term, industrial parent machines are expected to benefit from high -end demand and domestic alternatives, and new and stocks have larger market space.

With the advancement of intelligent manufacturing and high requirements for machine tool accuracy, efficiency and stability, domestic machine tool companies have gradually penetrated from low -end markets to high -end markets. At the same time, China -US technology friction brings domestic alternative opportunities. Under the support of policy support, the domestic parent -producing alternative space is huge.

At the same time, the ten-year update cycle of the industrial parent machine is approaching. The peak of the previous round of production was 2011-2014. The current time window is at the starting point of the previous round of production peak. With the upgrading of downstream industries, such as new energy vehicles, 5G technology upgrades, and the complexity of the application of aviation new materials and structural parts, it will also further accelerate the needs of industrial parent machine updates.

Whether in the perspective of the policy or the future prosperity of the industry, industrial parent machines have broad room for improvement. In this context, the issuance of industrial parent ETF (159667) will provide another hardcore tool for investment to help investors one -click the source of industrial parent company and high -end manufacturing of the Nuggets.

Note: The operating time of my country's stock market is relatively short, and the exponential past performance does not represent the future. The top ten heavy warehouses and interim reports are for display indexes. Non -stock recommendations do not constitute any investment suggestions or commitments. The market view changes with changes in the market environment and does not constitute any investment suggestions or commitments. The fund is a stock -type fund (R3), and its expected income and expected risk levels are higher than mixed funds, bond funds and currency market funds, and are funds with higher risks and higher returns. The fund is the index fund, which mainly adopts a complete copy strategy. The risk income characteristics are similar to the risk income characteristics of the market portfolio indicated by the index of the target index. If you need to buy related fund products, please pay attention to the relevant regulations of investors' appropriate sexual management, do a good job of risk assessment in advance, and purchase fund products that match it according to your own risk tolerance capabilities. The fund has risks, and investment needs to be cautious.

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