Likes ReceivedSurged 9.6%! Electronic ETF Huabao (515260) staged a strong rebound! NAURA Technology and other stocks hit the daily limit!
Today (July 21), the electronics sector led the entire market. As of press time, it saw a net inflow of over 3.17 billion yuan in main force capital, ranking first among all 31 Shenwan Level I industries in terms of absorption amount!
In terms of popular ETFs, the Electronics ETF Huabao (515260), which gathers the core leaders of the electronics sector, surged 9.62% in its on-exchange price. Data shows that this ETF absorbed 36.3 million yuan in a single day yesterday. Looking at a longer timeframe, it has cumulatively grabbed 321 million yuan over the past 60 trading days!
Regarding constituent stocks, GigaDevice, Tongfu Microelectronics, and NAURA Technology hit the daily limit up, while Piotech rose over 19%, Changchuan Technology rose more than 18%, and stocks such as Sanhuan Group, AMEC, ACME Shanghai, and Cambricon also saw significant gains.
CSC Securities pointed out that short-term shocks may change the trading rhythm, but cannot alter the direction of domestic policy and the trend of the tech industry. The current decline in overseas markets is digesting concentration and leverage, whereas the A-share market has structural differences from overseas markets in terms of liquidity environment, trading crowding, and upward driving forces. Compared to overseas markets, A-shares have borne a discount that does not fully match their own risk structure.
Soochow Securities stated that the long-term upward trend of China's technology industry has not changed. With large amounts of capital flowing in, institutions and long-term funds believe that the current market interval offers allocation value, and conditions for a market rebound are gradually maturing. Institutions generally believe that A-shares have sufficient resilience, with two positive factors being particularly critical: first, widespread pre-increases in mid-term performance; second, the industrial and policy signals released by the 2026 World Artificial Intelligence Conference.
China International Capital Corporation (CICC) believes that A-shares are expected to welcome the best earnings period in the past five years this year, supported by the strong fundamentals brought by the semi-annual report season. July-August marks the intensive disclosure period for semi-annual reports, and better fundamentals are expected to support market performance. China Galaxy Securities pointed out that risks in the tech sector have been significantly released at the current position, suggesting attention to expansion-related advanced packaging, wafer foundries, semiconductor equipment and materials, as well as domestic computing power directions.
Fundamentally, as of July 20, among the 50 constituent stocks of the target index for Electronics ETF Huabao (515260), 23 listed companies have disclosed their 2026 semi-annual earnings forecasts. Among them, 13 constituent stocks including Biwin Storage, GigaDevice, and Xiechuang Data are expected to achieve triple-digit year-on-year growth in net profit attributable to shareholders. The storage chip leader Longsys is expected to achieve a net profit attributable to shareholders of 9.2 billion to 11 billion yuan in the first half of 2026, representing a year-on-year increase of 62204%-74394%; the AI server leader Foxconn Industrial Internet is expected to achieve a maximum net profit attributable to shareholders of 24.4 billion yuan, temporarily ranking first.
[Price Hikes + AI + Self-Reliance, Possibly Running Through the Entire Year for the Electronics Sector]
The Electronics ETF Huabao (515260) and its feeder funds (Class A: 012550, Class C: 012551) passively track the Electronics 50 Index, focusing on layout in the semiconductor, components, and consumer electronics industries, gathering hot concepts such as PCBs, MLCCs, glass substrates, storage chips, and semiconductor equipment. Heavyweight stocks include GigaDevice, Cambricon, NAURA Technology, Luxshare Precision, and others.
Data shows that the target index of Electronics ETF Huabao (515260) is deeply bound to global tech leaders. As of the end of June, the weight proportions of the Apple, NVIDIA, and Google supply chains were 31.00%, 25.55%, and 18.98% respectively, benefiting from the industrial expansion and technological innovation of tech giants.
As of the end of June, the scale of Electronics ETF Huabao (515260) was 1.109 billion yuan, making it the larger ETF among the two ETFs tracking the same target index in the entire market.
Explanation regarding ETF fees: ETFs do not charge sales service fees. Subscription and redemption agents may charge commissions at a standard not exceeding 0.5%, which includes relevant fees collected by stock exchanges, registration agencies, etc. On-exchange transaction fees are subject to what actual brokerage firms charge.
Risk Warning: Electronics ETF Huabao passively tracks the CSI Electronics 50 Index. The base date of this index is December 31, 2008, and it was published on July 22, 2009. The composition of the index constituents is adjusted in a timely manner according to the compilation rules of the index, and its backtested historical performance does not predict future performance of the index. The individual stocks and index constituents mentioned in this article are for display purposes only; descriptions of individual stocks do not constitute any form of investment advice, nor do they represent the holding information or trading trends of any fund managed by the manager. The fund manager assesses the risk level of Electronics ETF Huabao as R3-Medium Risk, suitable for balanced-type (C3) and above investors. Please refer to the sales institution for appropriateness matching opinions. Any information appearing in this article (including but not limited to individual stocks, comments, predictions, charts, indicators, theories, any form of expression, etc.) is for reference only. Investors must be responsible for any investment decisions made autonomously. Furthermore, any views, analyses, and predictions in this article do not constitute any form of investment advice to readers, nor shall we bear any responsibility for direct or indirect losses caused by the use of the content in this article. Fund investment involves risks. Past performance of a fund does not indicate its future performance. The performance of other funds managed by the fund manager does not guarantee the performance of the fund. Investment in funds requires caution.
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