5 sci-tech 50ETF companies that rose sharply on the first day of listing: it is recommended to pay attention to technology stocks that have exceeded expectations-Finance News

Witness the history! 5 Kechuang 50ETFs rose sharply on the first day of listing, with a total turnover of nearly 4 billion… Institutions: It is recommended to pay attention to technology stocks with performance exceeding expectations

Original Hu Huaxiong

Five of the first batch of 50 ETFs of Double Innovation and Entrepreneurship to be listed all rose today, and many of them rose by more than 2% during the intraday market.

The overall trading of the above funds is active, with a total turnover of nearly 4 billion yuan.

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The first batch of 5 double-creation 50 ETFs had active trading on the first day and closed all the gains

Market data shows that on the first day of listing, the first batch of 5 double-enterprise 50ETFs rose collectively, with the largest intraday gains exceeding 1%. The gains of funds such as Harvest China Securities Technology Innovation 50ETF and other funds once exceeded 2%.

As of the close, the five double-entrepreneur 50 ETFs have all risen, mainly between 0.5% and 1%. The total turnover is close to 4 billion yuan, and the average turnover is close to 800 million yuan.

Take Harvest China Securities Technology Innovation and Entrepreneurship 50 ETF as an example. The ETF once rose by more than 2% during the intraday session, but still rose by 0.92% at the close, with a turnover of 179 million yuan throughout the day.

As the benchmark index tracked by the above 5 double-creation 50 ETFs, the China Securities Science and Technology Innovation and Entrepreneurship 50 Index (931643.CSI) also rose sharply most of the time today. As of the close, the CSI Science and Technology Innovation and Entrepreneurship 50 Index rose by 0.71%, an intraday rise More than 1%.

According to data, the China Securities Technology Innovation and Entrepreneurship 50 Index was released on June 1, 2021, with December 31, 2019 as the base date and 1,000 points as the base point. From the Science and Technology Innovation Board and the Growth Enterprise Market, 50 securities of listed companies in emerging industries with larger market capitalizations are selected as index samples to reflect the overall performance of the securities of listed companies in representative emerging industries in the above-mentioned market.

Institutions are generally optimistic about the opportunities for entrepreneurship and entrepreneurship.Guosen SecuritiesRecent researches believe that technological innovation has injected new power into my country’s economic development.The conversion of new and old kinetic energy is the intrinsic part of achieving high-quality developmentPower sourceSpring, the historical experience of overseas countries also shows that technological innovation is the only way for a country’s economic transformation and upgrading. Compared with other countries, my country’s scientific and technological innovation currently accounts for not a high proportion of the economy, but my country’s emphasis on scientific and technological innovation is increasing day by day. In recent years, my country’s policies to support scientific and technological innovation have been promulgated one after another. Chinese enterprises have also been increasing investment in scientific research and technological innovation. China’s scientific and technological innovation capabilities are rapidly catching up with developed countries, injecting a steady stream of new forces into the transformation and development of my country’s economy.

Guosen Securities pointed out that the dual innovation board brings together China’s top high-tech companies. Similar to the Nasdaq in the United States, China’s dual innovation board serves the same mission. The establishment of the Double Innovation Board is not only of great significance to the improvement of my country’s capital market system, but also facilitates the financing of a large number of technological innovation companies, and has made a great contribution to promoting the transformation of new and old kinetic energy.Currently, the Double Innovation Board has gatheredNingde era、Mindray Medical、SMICChina’s top high-tech companies represented by the company have strong technological innovation attributes, and will continue to nurture more top technology companies in the future.

Guosen Securities believes that the Science and Technology Innovation and Entrepreneurship 50 Index is composed of 50 stocks with the largest market value on the Science and Technology Innovation Board and ChiNext, which can comprehensively reflect the stock price performance of representative emerging industry listed companies on the Science and Technology Innovation Board and ChiNext. (1) Looking back at the historical performance since the base period of the index, the Science and Technology Innovation and Entrepreneurship 50 Index has greater flexibility and has achieved a very outstanding performance. (2) The Science Innovation and Entrepreneurship 50 Index is concentrated in the three major industries of medicine, industry, and information technology. It has outstanding innovative growth attributes. At the same time, due to the market value requirements, the index includes a large number of high-quality technology leading companies on the Double Innovation Board. (3) The Science and Technology Entrepreneurship 50 Index represents China’s top technology power at present, and the index’s growth and profitability are also significantly better than other major market indexes, enjoying both growth and leading valuation premiums.

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Behind the strength of the double innovation 50ETF: A-share technology stocks soar independently

In fact, behind the strong performance of the Double Entrepreneurship 50 ETF and the China Securities Innovation and Entrepreneurship 50 Index is the overall strength of technology stocks.

Market data shows that today’s A-share market performance was tepid, with intraday volatility repeated, and many sectors still fell. However, technology stocks performed strongly throughout the day and even expanded their gains in the afternoon. The closing gains far exceeded the overall performance of the A-share market.

As of the close, among the technology sector, the semiconductor sector, which has relatively strong technology attributes, has soared, and the semiconductor index closed up by more than 4%.

　　Jingfeng MingyuanThe stock rose by 20% to seal the daily limit. The stock’s current stock price is more than 400 yuan. In the fourth quarter of 2019, the stock price was only in the early 60 yuan, and the stock price has increased by nearly 7 times in less than two years.

　　Core Source MicroIn the afternoon, it also rushed to the 20% daily limit at 161.18 yuan. The stock price has doubled in less than two months.

　　Inventronics、Sripur、Silan Micro、National Science Micro、Fullhan、North Huachuang、Zhaoyi InnovationMany semiconductor-related concept stocks rose sharply.

The component sector also rose sharply,Tianhua Super CleanThe 20% daily limit, the stock price hit a record high, the stock price has more than 10 times in the past two years.

Among other stocks in the components sector,Tianyin ElectromechanicalIt also rushed to the end in the late afternoon.United Optoelectronics、Optical Library Technology、Guoguang Electric、Taijing Technology、Guangdong Junya、Jin An Guoji、Phoenix OpticsWaiting for a large number of stocks to rise.

Caixin Securities’ research point of view believes that the interim report forecasts the interpretation of the market and pays attention to technology stocks whose performance exceeds expectations. Caixin Securities pointed out that as the domestic economy continues to recover, the performance of A-share listed companies has improved significantly. According to statistics from the agency, 411 of the 4377 A-share listed companies have disclosed their performance forecasts for the first half of 2021. Calculated based on the average of the upper and lower limits of the performance forecast, the median value of the average growth rate of the net profit of the 411 companies in the 2021 mid-year report is 91.88%. Among them, 41 companies have an average performance growth rate below 0% (accounting for 9.98%), 44 companies have an average performance growth rate of 0%-30% (accounting for 10.71%), and an average performance growth rate of 30%- There are 134 companies with 100% (accounting for 32.60%) and 192 companies with an average performance growth rate of over 100% (accounting for 46.72%). Judging from the companies that have disclosed their performance forecasts, the growth rate of A-share performance in the first half of the year is generally good.

Caixin Securities believes that the current A-share market is pre-announced by the mid-term report, and many cyclical stocks and technology stocks have performed relatively well. At the short-term operational level, it is recommended to light index and heavy individual stocks, and explore more cyclical stocks and technology stocks whose performance exceeds expectations.

Editor in charge: Yang Hongbu