Zhitong Financial APP learned thatJuly fourthThe first batch of domestic carbon neutralization ETF went on sale at the same time, raising a total of more than 5 billion yuan on the first day.A number of sources revealed thatYi Fangda, Nanfang and Fuguo are the three largest products among them.. As of 3: 00 p.m. on July 5, Yi Fangda had subscribed for more than 2.3 billion yuan of carbon neutralization ETF on the Shanghai Ring Exchange, while Southern Fund and Wells Fargo Fund had both subscribed about 2 billion yuan for carbon neutralization ETF of the Shanghai Ring Exchange.

ForThe first day of fundraisingBy the close of trading on July 4, Yi Fangda and the Southern China Securities Exchange Shanghai Ring Exchange carbon Neutralization ETF raised about 1.2 billion yuan a day, while Wells Fargo and Guangfa raised about 800 million yuan in carbon neutralization ETF, and 8 carbon neutralization ETF raised a total of more than 5 billion yuan in a single day.

Judging from the subscription periodThe deadline for issuing ETF funds of Yi Fangda, Southern, Guangfa and Wells Fargo funds is July 6, and the raising period is 3 days; the deadline for issuing ETF funds of Huitianfu, China Merchants, ICBC Credit Suisse and Dacheng funds is July 8, and the raising period is 5 days.

Among them, Guangfa, Fuguo and Yi Fangda all set a ceiling of 8 billion yuan, while ICBC Credit Suisse set the ceiling at 2 billion yuan, while the other four did not set the issuance scale for the time being.

As of the close on July 5, there has been no early end of the offering.It is reported that at present, the fundraising process is more than halfway through, but the raising amount of a single product is basically no more than 3 billion yuan. if the upper limit of 8 billion yuan is taken as the standard, there is a good chance that there will be no "popular style" products.

As for the reasons for this phenomenon, some people in the industry said that the results were basically in line with expectations."on the one hand, although the equity market has picked up recently, investors have not completely" revived "; on the other hand, the diversion of eight homogenized products is serious, and it is difficult for tens of billions of popular funds to appear.”。

But,Fan Yue, vice president of Yi Fangda, saidCarbon neutralization will be one of the important themes in the market for some time to come.Related industries have better long-term investment opportunities.He believes that, first of all, in the deep and low-carbon field, renewable clean energy represented by photovoltaic wind power is rich in resources, and will become the main force of clean power in the future, with great potential for development; secondly, in the field of high carbon emission reduction, industries represented by iron and steel and non-ferrous metals will start a new round of supply-side reforms, which will help to further increase the leading market share in the industry in the long run. Finally, in the field of zero-carbon technology, although the related technology is still in the exploratory stage, it has broad prospects for future development.

Wells Fargo fund Wang Lele said: "under the requirements of the dual-carbon target, it has a significant impact on both traditional industries and new energy industries." Specifically, includingPhotovoltaic, solar, wind power, etc.Clean and low-carbon energyThe proportion is expected to continue to increase, and the market prospect of the industry is broad; at the same time,High carbon emission industries such as coal and iron and steelIt will also face the accelerated clearance of backward production capacity and the improvement of concentration, and is expected to usher in a new round of 'supply-side reform'.

Qi Yanran, an analyst at Everbright Securities, pointed out that the ETF products that track the index will guide the flow of funds to listed companies that contribute greatly to carbon neutrality, while further enriching the green investment tool system for institutional and individual investors. On the other hand, with the continuous progress of domestic carbon neutralization process, the contribution of stocks in deep low-carbon areas such as clean energy and energy storage and green transportation in the compilation of the index will continue to increase.According to the method of compiling the SEEE carbon neutralization index, the contribution score of deep low-carbon areas is expected to increase from 65.74 per cent in 2021 to 72.31 per cent after 2030.