On December 12, A shares fell across the board, and the industries that performed better were concentrated in the fields of medicine, biology, , computers and electronics. Among the on-site ETF funds, ETFs with the theme of traditional Chinese medicine, 5G and chips led the rise, ranking first was Chinese medicine (561510), with a increase of 4.40% on the day.
Among the 10 funds with the highest gains, the top 4 in are all Chinese medicine themes. In addition to Chinese medicine (561510), there are also Chinese medicine ETF (159647), Chinese medicine (562390) and Chinese medicine ETF (560080), all of which rose by more than 3 %; In addition, 3 are 5G themes, and 2 are chip themes.
On the contrary, the real estate ETF (159707) led the decline, with a drop of 3.89% on the 12th. The top ten real estate ETF funds on the decline list include Huaxia Real Estate (515060), real estate ETF (512200) and real estate leader (159768), The declines were 3.63%, 3.52% and 3.44%, respectively.
Judging from the transaction amount of the day, the most active transaction on the 12th was Hang Seng Internet (513330), with a transaction amount of 3.361 billion yuan, and the transactions of Hang Seng Technology (513180), Kechuang 50 (588000) and Hang Seng Technology (513130) The amount exceeds 2 billion yuan.
When subdivided into the inflow and outflow of funds, the largest net subscription amount on the 12th was Kechuang 50 (588,000), and the net subscription amount on that day reached 995 million yuan, an increase of 0.38%. ), reaching 643 million yuan.
In terms of capital outflows, 50ETF (510050) had the largest net redemption amount on the 12th, with a redemption amount of 349 million yuan; followed closely by semiconductors (512480), with a redemption amount of more than 200 million yuan, but it rose by 182 million yuan on the day. %.
After the gradual liberalization of the epidemic prevention policy, topics such as " new crown drug stockpiling list" and "guidelines for home treatment medication" continue to heat up. Major e-commerce platforms and offline pharmacies offer antipyretics, Chinese patent medicines, N95 masks and antigen detection reagents The purchase demand for products such as boxes has surged, and even reached the state of being out of stock.
The State Administration of Traditional Chinese Medicine's Expert Committee on Prevention and Control of Traditional Chinese Medicine Diseases officially released the "Guidelines for Home-based Traditional Chinese Medicine Intervention for Patients Infected with New Coronavirus" on December 10, which lists treatment, prevention and rehabilitation plans. Reasons such as the expansion of demand for traditional Chinese medicine products and policy support have jointly promoted the rise of this wave of traditional Chinese medicine prices.
Zhang Yuxiang, fund manager of Penghua Zhongzheng Traditional Chinese Medicine ETF, said that the current concentration of the Chinese medicine industry is not high, and there will be more intense competition in the future. It is expected that at least in the short-term period of the current epidemic prevention and opening up, there will be greater investment space in traditional Chinese medicine products related to the prevention and treatment of the new crown.
This article comes from Giant Finance
