Reporter Wang Ning and Wu Shan.
Following the announcement of **Huijin ETF on October 23, on December 1, China Guoxin Holdings Co., Ltd. (hereinafter referred to as "China Guoxin") announced that its Guoxin Investment *** hereinafter referred to as "Guoxin Investment") increased its holdings in the CSI Guoxin Central Enterprises Technology Index** on the same day, and will continue to increase its holdings in the future.
Institutional sources interviewed by the reporter said that on the one hand, the above-mentioned increase in holdings will help boost confidence, improve market capital, and show the value judgment and responsibility of long-term institutional investorsOn the other hand, it is conducive to making full use of the pivotal function of the capital market and promoting the development of high-tech industries and strategic emerging industries.
According to public information, China Guoxin was established on December 22, 2010 and is a first-class enterprise supervised by the State-owned Assets Supervision and Administration Commission. By the end of 2022, the company's total assets were nearly 860 billion yuan.
In recent years, as a market-oriented and professional equity operation platform under China Guoxin, Guoxin Investment has actively explored the path mode of serving the high-quality development of listed companies of central enterprises, based on the internal operation logic of the capital market and the grasp of the financial strategic tool of the index, jointly launched the CSI Guoxin "1+N" series of central enterprise indexes with the Shanghai Stock Exchange and China Securities Index Company The company sets up related ETF products.
Yang Zhenjian, manager of Bosera Central Enterprise Innovation ETF, said in an interview with the reporter that at present, central enterprises are shouldering a new mission of building an emerging strategic industrial chain and innovation system, including building a second growth curve, improving the growth rate of central enterprises, and leading breakthroughs in strategic emerging industries. The best assets of central enterprises, whether it is the price-earnings ratio or the price-to-book ratio, are at the bottom of the historical fluctuation range, and the strategic allocation at this time is expected to enjoy the dual advantages of future valuation repair and corporate profitability recovery after the macroeconomic stabilization and recovery.
On the first trading day of December, a number of state-owned enterprise theme ETFs performed eye-catchingly. From the perspective of transactions, as of **, the turnover of the Southern Central Enterprises Technology ETF reached 29.8 billion yuan, an increase of nearly 8 times over the previous trading day;The turnover of Bosera Central Enterprise Innovation-Driven ETF reached 32.1 billion yuan, an increase of more than 4 times over the previous trading day.
It is reported that the most actively traded Southern Central Enterprises Technology ETF will be listed in June 2023, with the latest scale of about 800 million yuan. Since its listing, it has an average daily turnover of about 45 million yuan, making it the largest and most liquid central state-owned enterprise technology theme ETF in the market. Bosera Central Enterprise Innovation Driven ETF was listed in December 2019, with the latest scale exceeding 4 billion yuan. Since the beginning of this year, the average daily turnover is about 70 million yuan, making it the largest and most liquid central enterprise innovation ETF in the market.
Li Jialiang, manager of the Southern Central Enterprises Science and Technology ETF, said in an interview with the reporter that central state-owned enterprises are not only the pillars of the national economy, but also the backbone of tackling core technologies in the field of science and technology and promoting independence and controllability. Technology-based central state-owned enterprises are located at the intersection of development and security, which is very suitable for the theme of the new era.
At present, A-shares have long-term allocation value, and incremental funds are ushering in a rare window of opportunity for the market.
Li Jialiang said that in the long run, technology-based central enterprises occupy an irreplaceable dominant position in the national technological innovation system. The investment value of the state-owned enterprise technology ETF will continue to be highlighted, and it is expected to continue to be recognized by the capital market and create a good environment for the high-quality development of state-owned listed companies.
* |Baotu network production |Zhang Wenling