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这个赛道跑出一匹大黑马!

A big dark horse ran on this track!

Gelonghui Finance ·  Dec 31, 2022 14:40

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The market ends in 2022.The main A-share indexes all closed down, with the Shanghai Index down 15.13% and the Shenzhen Composite Index down 25.85% for the year.The gem index fell by 29.37% for the whole year.The Kochuang 50 index fell 31.35% for the year.

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In 2022, the market fell, ETF went against the trend, and the scale and quantity of products increased steadily.The latest data show that the scale of ETF climbed to 1.52 trillion yuan at the end of 2022, an increase of 120 billion yuan over the beginning of the year. At the end of 2022, the number of ETF was 756, which was 124 more than that at the beginning of the year.

With the end of the last trading day in 2022, the fund performance ranking was settled, and the ETF earnings ranking was the first to be released.Throughout the 2022 ETF earnings list TOP10, there are not only "veterans" who have been listed for nearly 10 years, but also "recruits" who have just been listed for two months, including both traditional stock ETF and cross-market QDII funds.

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NO.1

Soybean meal ETF

(159985.SZ)

Fund manager: awarded

Annual return: 64.62%

Fund size: 607 million

Fund listing date: 2019-12-05

Fund company: Huaxia Fund

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Comments: soybean meal ETF is a fund that invests in commodity futures, and the target index copied is the soybean meal futures price index of Dalian Commodity Exchange.Benefiting from the rising futures price of soybean meal, the net value of ETF of soybean meal continues to hit new highs.Soybean meal ETF rose 64.62% to win the championship.

Soybean meal as a by-product of soybean processing, the supply of soybean directly determines the supply of soybean meal. under normal circumstances, the increase of soybean supply will inevitably lead to the increase of soybean meal supply. There are two main sources of domestic soybeans, one is domestic soybeans, accounting for about 15%, and the other is imported soybeans, accounting for more than 80%.

Imports of soybeans are mainly from the United States, Brazil, Argentina and other American countries. Affected by the dry weather in South America at the beginning of 2022, the overall supply of soybeans fell short of expectations. In February, the USDA reported that it further lowered its forecasts for South American and global soybean production and stocks in 2021-2022, and the prices of American beans and soybean meal reached new highs.

NO.2

Consumer ETF leader

(560680.SH)

Fund manager: Yao Xi

Annual return: 19.54%

Fund size: 32 million

Fund listing date: 2022-10-31

Fund company: Guangfa Fund

Comments: consumer ETF leader just two months on the market, early November coincides with the plate counter-attack, consumer ETF leader since the listing of the net value has been all the way up, and finally become the runner-up with an increase of 19.54%.

Yao Xi, manager of Guangfa Fund, said that since November, with the landing of various measures to optimize epidemic prevention and control, the consumption scene has gradually recovered, injecting expectations of medium-term recovery into the industry, driving the overall rise of the sector, although there is a phased pullback midway, but this does not change the general trend of recovery.

NO.3

Energy ETF

(159930.SZ)

Fund manager: Guo Beibei

Annual return: 16.69%

Fund size: 215 million

Fund listing date: 2013-09-16

Fund company: Huitianfu Fund

Comments: thanks to the excellent performance of the commodity coal and oil sectors in 2022, the net worth of energy ETF rose all the way in the first three quarters of 2022 and fell nearly 15 per cent in the fourth quarter. In the end, he won the third place with an annual return of 16.69%.

NO.4

Educational ETF

(513360.SH)

Fund manager: Wan Qiong

Annual return: 15.32%

Fund size: 487 million

Fund listing date: 2021-06-17

Fund company: Boshi Fund

Comments:The education industry has been under pressure since 2021. With the transformation of New Oriental Education & Technology Group, the leader of education and the blessing of vocational education policy, education ETF has continued to strengthen since April 27th, and has become a big dark horse in the ETF market in 2022.

NO.5

Photovoltaic ETF Hua'an

(159618.SZ)

Fund manager: Liu Yizi

Annual return: 14.75%

Fund size: 199 million

Fund listing date: 2022-04-22

Fund company: Hua an Fund

Comments: photovoltaic ETF Hua an went public on April 22, 2022, starting the adjustment after the market kept a low profile and its net worth soared by more than 50% in August 2022.

At the end of 2022, the price of photovoltaic industry chain began to decline sharply, and the release of silicon capacity was the main reason for this price reduction. Industry insiders believe that with the price reduction of the industrial chain, photovoltaic installed capacity is expected to increase in 2023. ‍

NO.6

Coal ETF

(515220.SH)

Fund manager: Xu Chengcheng

Annual return: 14.44%

Fund size: 4.539 billion

Fund listing date: 2022-03-02

Fund company: Cathay Pacific Fund

Comments: affected by changes in supply and demand, coal prices have fallen rapidly after a sharp rise in recent years. Coal ETF rose 37.84% in the first three quarters of 2022 and fell 16.74% in the fourth quarter.

The organization believes that with the further strengthening of domestic coal price control measures and the continuous promotion of the "double carbon" policy, the profitability of coal enterprises may decline in the future, and the sustainability of profitability depends on the continuous improvement of their own operation and management ability.

NO.7

Hong Kong Stock Exchange Consumer ETF

(513960.SH)

Fund manager: Wan Qiong

Annual return: 12.97%

Fund size: 69 million

Fund listing date: 2022-03-18

Fund company: Boshi Fund

Comments:Since November 2022, Hong Kong stocks have reversed their decline and started a strong rise, with the net worth of Hong Kong stock ETF products rising. The Hong Kong Stock Connect Consumer ETF, which was established on March 18, rose 12.97% for the whole year, making it a leader in QDII funds.

NO.8

Tourism ETF

(159766.SZ)

Fund manager: Cao Ludi

Annual return: 12.56%

Fund size: 1.958 billion

Fund listing date: 2021-07-23

Fund company: Wells Fargo Fund

Comments: after the further optimization of epidemic prevention and control measures, tourism travel confidence is expected to be gradually repaired, and the domestic tourism market may usher in a sustained recovery from the local to the long-term tourism market. Tourism ETF has risen by more than 23% since November.

NO.9

Digital economy ETF

(159658.SZ)

Fund manager: Su Qingyun

Annual return: 12.37%

Fund size: 101 million

Fund listing date: 2022-10-12

Fund company: Hua an Fund

CommentDigital economy ETF tracking target index is the CSI digital economy theme index, focusing on digital economy, advanced manufacturing and other key areas.

On October 12, 2022, ETF, the theme of digital economy of Huaan CSB, was listed on the Shenzhen Stock Exchange, which is another important measure for the Shenzhen Stock Exchange to serve the national scientific and technological innovation development strategy.

Market participants said that new products such as digital economy ETF and gem 50ETF have been launched one after another, and related products are focused.Key areas such as the digital economy, advanced manufacturing, green and low carbon reflect that the Shenzhen Stock Exchange continues to increase the innovation of fund products, constantly enrich investment options, and provide opportunities for investors to enjoy the growth dividend of the high growth racetrack, which is conducive to attracting more medium-and long-term funds to enter the market.

NO.10

Tourism ETF

(562510.SH)

Fund manager: Yan Xiaoxian

Annual return: 11.86%

Fund size: 566 million

Fund listing date: 2021-12-30

Fund company: Huaxia Fund

Comments: "New Ten articles" sounded the bugle of tourism recovery, and tourism ETF rose by 11.86% in 2022.Minsheng SecuritiesIt is believed that due to the travel of residentsWorried about the influence of factors, the current recovery of the tourism market is still in sight.In the hot phase, there will be a high-speed recovery in the second and third quarters of 2023.期。

2022 will be a thing of the past. May investors make a lot of money in 2023.

The translation is provided by third-party software.


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