On December 1, the reporter learned from China Guoxin that Guoxin Investment Co., Ltd., a subsidiary of the group company, increased its holdings in the China Securities Guoxin Central Enterprise Technology Index Fund on the same day and will continue to increase its holdings in the future. Recently, some ETF products have received a series of large purchases, drawing attention. Judging from the situation in the past week, ETF fund inflows related to hypermarkets, science and technology innovation boards, and dividends ranked first.

The “national team” increased its holdings in central enterprise ETFs

The reporter learned from China Guoxin that on December 1, Guoxin Investment Co., Ltd., a subsidiary of China Guoxin, increased its holdings in the China Securities Guoxin Central Enterprise Technology Index Fund on the same day.

Judging from public information, the China Securities Guoxin Central Enterprise Technology Leading Index includes the China Securities Guoxin Technology Leading ETF, the China Securities China Securities China New Central Enterprise Technology Leading ETF, and the Yinhua China Securities Guoxin Central Enterprise Technology Leading ETF, and the Yinhua China Securities Guoxin Central Enterprise Technology Leading ETF.

According to China's Guoxin announcement, Guoxin Investment will continue to increase its holdings in the future.

Guoxin Investment is China's Guoxin market-based and specialized equity operation platform. It is a “national team” focusing on serving the high-quality development of listed central enterprises and companies in the capital market and focusing on investing in strategic emerging industries.

Since this year, Guoxin Investment has continued to further promote the construction of the “1+N” China Securities Guoxin Central Enterprise Special Index System, setting a trend for central enterprise investment throughout the market. On the one hand, with strong support from the State Council's State-owned Assets Administration Commission, the Securities Regulatory Commission, and the Shanghai Stock Exchange, Guoxin Investment has successively launched the three indices of central enterprise shareholder return, central enterprise technology leadership, and central enterprise modern energy, and actively promoted ETF commercialization work. The establishment of an ETF fund was successfully completed in 2023, raising a total of 16.8 billion yuan in capital.

On the other hand, we will continue to step up research and development efforts on new indices, launch the first multi-currency Hong Kong Central Enterprise Dividend Index in the capital market — the “China Securities and New Hong Kong Stock Connect Central Enterprise Dividend Index”, and plan to further launch related ETF products to guide more international capital and industrial resources to efficiently gather more international capital and industrial resources in Hong Kong central enterprises and listed companies, help central enterprises enhance their ability to allocate capital, talent, technology and other factors globally, and make better use of the two types of resources in the international and domestic markets to achieve high-quality development, and promote the interconnection between the mainland and Hong Kong capital markets from “capital connectivity” to “shared value” “Fusion”.

Recently, institutions have frequently “scavenged” some ETF products

Recently, some ETF products have been continuously purchased in large amounts, drawing attention. According to Choice estimates, since October, the net subscription volume of Yifangda's Shanghai and Shenzhen 300 ETF has exceeded 10 billion yuan, while the net subscription volume of the Harvest Shanghai and Shenzhen 300 ETF, the Jingshun Great Wall China Stock Exchange 100 ETF, the Penghua Shanghai Stock Exchange Science and Technology Innovation Board 100 ETF, and the Huaxia Hang Seng Internet Technology ETF have all been over 3 billion yuan.

According to the Guotai Junan Research Report, last week, capital increased markedly to Shanghai Stock Exchange 50, Science Innovation 100, and Science Innovation 50 products. According to statistics from Anxin Securities, from November 20 to 24, ETF funds tracking the capital flows of hypermarket styles, science and technology innovation boards, and dividend-related ETF funds this week were 2,369 billion yuan, 1,885 billion yuan, and 1,755 billion yuan, respectively.

From the perspective of holders, foreign investors have frequently appeared on the list of newly launched ETFs with heavy holdings, including Barclays Bank and UBS. Foreign-funded institutions also favor ETFs with excellent stock and performance. According to Wind data, as of the closing of trading on November 28, a total of 18 ETFs had increased by more than 20%. Among them, foreign institutions appeared among the top ten shareholders of 11 products.

In recent years, the passive-invested ETF market has maintained rapid growth. According to Wind statistics, as of November 30, the total share of the ETF market was 1.95 trillion shares, expanding more than 16 times in the past 11 years and doubling in the past three years. Industry insiders believe that China's ETFs are expanding at a higher rate than public funds, and that categories and customers are in a stage of rapid expansion.

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