Industry ETF Indicator | Trading activity for industry and thematic ETFs decreases; engineering machinery ETF rises by 4.63% in the first half of the day

This morning, ETF trading activity decreased, and no industry or thematic ETF had half-day trading volume exceeding 2 billion yuan. In terms of cross-border ETFs, the Hang Seng Tech ETF (513130) still had relatively high trading volume, with half-day trading amount of 4.453 billion yuan.

Regarding the ETF gainers list, ETFs related to innovative drugs saw another surge today. Both the Sci-Tech Innovation Drug ETF and the Hong Kong Stock Connect Innovation Drug ETF increased by over 3% in the first half of the day. Additionally, the engineering machinery ETF performed well, with the Engineering Machinery ETF (159542) rising by 4.63% in the first half of the day.

From an investment perspective, monetary and fiscal policies are being intensified, with various measures to boost domestic demand. The “Two New” policies are expanding rapidly, and amid the AI wave, high-growth sectors such as humanoid robots, AIPCB equipment, and AIDC devices are expected to usher in a new recovery cycle in the equipment industry.

Comment: The Chenggong Engineering Machinery ETF (159542) rose by 4.63% this morning. Its share size is small, only 17 million shares, with a half-day trading amount of less than 4 million yuan. This ETF tracks the CSI Engineering Machinery Index, which also includes ETFs like the Engineering Machinery ETF (560280) and the Huaxia Engineering Machinery ETF (515970). Among them, the Engineering Machinery ETF (560280) has a larger scale, with 1.956 billion shares, and a half-day trading amount of 167 million yuan.

The CSI Engineering Machinery Index selects 50 representative listed companies involved in engineering machinery manufacturing, parts manufacturing, and related fields as sample securities to reflect the overall performance of engineering machinery listed companies.

Main holdings of the CSI Engineering Machinery Index

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