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ETF午评丨新能源赛道股卷土重来,光伏ETF涨超3%

ETF Afternoon Review丨New Energy Circuit Stocks Make a Comeback, and PV ETFs Rise More than 3%

Gelonghui Finance ·  Jul 10, 2023 12:08
On July 10, the three major A-share indices fluctuated higher. The GEM index once rose more than 2%. As of midday trading, the Shanghai index rose 0.17%, the Shenzhen index rose 0.6%, and the GEM index rose 1.58%. The half-day turnover of the Shanghai and Shenzhen markets was 498.6 billion yuan, and Northbound Capital made a net purchase of 2,289 billion yuan. The two markets rose by more than 2,500 shares. In terms of sector topics, new energy circuit stocks collectively rebounded, with photovoltaic and lithium battery concept stocks showing the highest gains; the electricity and retail sectors were active. Speed reducers, CPO, and PET copper foil concept stocks fluctuated and weakened. On the ETF side, racetrack stocks are making a comeback, with the PV sector leading the offensive. The Guangfa Fund PV 30 ETF and the Huatai Berry Fund PV ETF increased 3.59% and 3.36% respectively. China Southern Fund New Energy ETF and Huaxia Fund New Energy 80 ETF increased by 3.18% and 3.06% respectively. The silicon wafer sector followed the rise, and the new materials ETF safely rose 3.41%. The film sector performed actively, with the Yinhua Fund Film and Television ETF and the Cathay Pacific Fund Film and Television ETF rising 2.36% and 2.33% respectively. The lithium battery sector strengthened, and lithium battery ETFs rose 2.03%. The consumer sector rebounded, and travel ETFs rose 1.86%. The communications sector declined, and telecommunications ETFs fell 1.65%. The home appliance sector declined, and leading home appliance ETF leaders fell 1.65%. The robotics sector pulled back, and robotics ETFs fell 1.03%.

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