Another air outlet suddenly accelerated, the chip strategy welcomed the news again

The critical moment of China's capital market.

A series of heavy innovative products are densely launched, which is indicating several important investment directions.

At present, the transformation of China's technology innovation industry has reached a critical moment. Taking the ETF of the science and technology board chip as an example, the upgrade of the national chip industry may accelerate, which will also bring huge investment opportunities to the A -share chip sector.

Another strategic action is that the three CSI 500ETF options have also been launched recently, filling the gap of the domestic option market in the CSI 500 Index. The CSI 500 Index may better reflect the growth of China's economy and the vitality of innovation, and can also reflect the growth of China's private economy. With the innovation and development of China's emerging industries in the future, market resources will also be more biased towards such mechanisms to flexible growth emerging industries.

Behind these two strategic actions, the Castrol Fund has quickly deployed and released related products. For example, the Castle Certificate Science and Technology Board chip ETF (code: 588200) is issuing hot, and the recent CSI 500ETF options (contract target: Castle 500ETF, transaction code 159922) is also listed on the Shenzhen Stock Exchange.

The critical moment of the chip track

Among the six theme ETFs approved by the CSRC recently, 2 ETFs of the Science and Technology Board Chip account for 2, and the other are 2 new materials ETFs and 2 CSI Machine Tool ETFs.

It is worth noting that these six theme ETFs have only been rare for only 2 days from the application materials to obtaining approval.

At present, the Chinese chip track is undoubtedly the most critical moment. On the one hand, the chip support plan issued by the "chip and science bill", the European Union, Japan, South Korea, India and other countries and regions issued The trend is obvious; on the other hand, according to statistics from the World Semiconductor Trade Association (WSTS), with data from 2021, the global semiconductor size is about 559.9 billion US dollars, while my country is 192.5 billion US dollars, accounting for 35%of the global share. The domestic market demand huge. At present, my country's semiconductor market has a low self -sufficiency rate and a huge consumer market, which has a broad space for the overall import substitution in the future.

As we all know, semiconductor chips, as the cornerstone of the digital age, are not only the core of the information technology industry, but also the strategic, basic and pioneering industries to ensure national security, and have become the must -see track in the world. The localization of chips has reached the accelerated window period, which will also bring huge investment opportunities to the A -share chip plate.

The two science and technology board chip ETFs are also released quickly. On September 23, the Gast China Certificate Science and Technology Board chip ETF was issued. Full name of the fund: Castle Certificate Science and Technology Board Character Trading Open Index Securities Investment Fund, transaction code: 588200, the planned fundraising period is from September 23rd to September 27th from September 27th Essence

Castrol -CSI Chip chip ETF tracks the Shanghai Stock Exchange Science and Technology Board Chip Index. The index is released in June this year. Selected semiconductor materials and equipment, chip design, chip manufacturing, chip packaging and testing fields with no more than 50 larger market values, chip design, chip manufacturing, chip packaging and testing Listed company securities as index samples.

According to data from the CSI Index Company, as of September 22, its top ten heavy shares were Sino -Micro -Company, SMIC, China Resources Micro, Lanqi Technology, Shanghai Silicon Industry, Jingchen Shares, Siruipu, Cambrian, Cambrian Ji, Huafeng measurement and control, Xinyuan shares, total weights of 63.77%.

From the fundamental point of view, in the first half of 2022, the net profit and revenue of science and technology board chip listed companies reached 82%and 69%, respectively; R & D investment was 13.6 billion yuan, an increase of 62.8%year -on -year.

Fill in the market for the market for the market gapper

Since September 2022, heavy products in China's capital market have ushered in a small peak. In addition to the above six theme ETFs, on September 16, the official announcement of the Shenzhen Stock Exchange, including the 3 ETFs, including the Gast China CSI 500ETF (code: 159922), was selected as a scoring bid and officially listed on September 19. This is also the second ETF product to be included in the ETF option label after the first option ETF of the Shenzhen Stock Exchange's first option ETF.

At this point, the pilot of the ETF option standard of the domestic market has expanded to 6, providing market participants with a richer risk hedge tool, which will help attract more medium- and long -term funds to enter the market, further improve the pricing capacity of the A -share market, improve the capacity Market liquidity and stability. What's more strategic is that the listing of 3 CSI 500ETF options completely fill the gap of the domestic option market in the CSI 500 index.

The CSI 500 Index may better reflect the growth of China's economy and the vitality of innovation, and can also reflect the growth of China's private economy. The index mainly covers listed companies with a total market value of 10 billion to 50 billion yuan, comprehensively reflecting the overall stock price performance of the Chinese A -share market medium -sized market value company.

From the perspective of performance growth, from 2019 to 2021, the average year -on -year growth rate of CSI in 500 years was 24.54%year -on -year, and the annual average net profit of the mother -in -law was 29.26%year -on -year, showing high growth. With the future, with the future, with the future. In the innovation and development of China's emerging industries, market resources will also be more biased towards such mechanisms to flexible growth emerging industries.

At present, the largest ETF of the CSI 500 Index in the Shenzhen Stock Exchange is the CSI 500ETF. As of September 22, the latest scale of the CSI 500ETF was 6.254 billion yuan. With the listing of options, the activity and market share of CSI 500ETF are expected to further increase in the future. Relying on the good historical management capabilities, scale and liquidity advantages in the past, the CSI 500ETF was selected as an ETF options.

Earlier, the Shenzhen Stock Exchange first launched the CSI 300ETF option at the end of 2019. The Castle CSI 300ETF was also selected as the first option ETF target. After listing, the activity of the Shanghai and Shenzhen 300 Index products continued to increase. According to Wind data, as of September 22, the management scale of Castle CSI 300ETF (code: 159919) exceeded 18.25 billion yuan, which is currently the largest wide -founded ETF product in Shenzhen.

Super product matrix, creating an investment weapon focusing on the long -slope thick snow track

After the science and technology board chip ETF and CSI 500ETF options have been listed one after another, the ETF super product matrix of the Castrol Fund will be richer.

In fact, as one of the earliest fund management companies in the industry's layout index, Castrol Fund began to create an ETF matrix as early as 2019, and launched the "Super ETF super smart index investment" brand. The investment philosophy focuses on the long -term core track.

Multi -track -forward -looking layout high prosperity segmentation industry

In particular, in the past two years, with the trend of market structure, Castrol Fund has deployed a series of high -prosperity segmentation industry ETFs for investors, such as: rare earth ETF, battery ETF, green power ETF, and so on.

Taking the earliest batch of Casino, the earlier batch of rare earth, ETF (code: 516150) and its connection funds in the market as an example, which is a product that has been arranged based on the research and judgment of the high -growth space "long -slope thick snow" track. In terms of scale, the scale of the two products is 2.517 billion yuan and 2.251 billion yuan, which is also the largest product on the market with the largest two -focusing rare earth industry index.

Multi -level -from broad base to cross -border coverage multi -level market

Data show that the Castrol Fund has extensively deployed more than 30 ETF products in the direction of wide -based index, industry index, cross -border index, commodity index and Smart Beta.

At the level of the broad -foundation index, Castrol has both the Shanghai -Shenzhen 300ETF and other broader market indexes, as well as the SMS index such as the CSI 500ETF.

At the industry index level, there are indexes that focus on high prosperity industries such as new energy, rare earth, information security, and large agriculture.

At the level of cross -market indexes, Castrol has a series of smart fingers such as China ’s Internet ETF, Hong Kong stock technology ETF, H -shares 50ETF, etc.; The Smart Beta direction has fundamental 50ETF, fundamental 120ETF, and dividend 300ETF.

On May 20 this year, Castrol Fund has fully upgraded the "Super ETF's super smart index investment" brand again. After the upgrade, the Super ETF will build a product experience around "Super Opportunities, Super Closer Conditions, Super Tools, Super Convenience", providing investors with closed -loop options of all -weather, transactions and liquidity convenience, bringing long -term sustainable returns.

Risk reminder: The views in the article are for reference only. Index funds have tracking errors. Fund's past performance does not represent the future. Before buying, please read legal documents such as the "Fund Contract" and "Recruitment Manual" before buying, and choose products that are suitable for your risk tolerance. Market risk, the investment need to be cautious.

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