On May 9, 7 fund companies reported the CSI biobreeding theme ETF, which is the first CSI theme fund in the market. Once accepted and approved, the ETF market will usher in a new variety.
According to the information released by the official website of CSI Index Company, the CSI Biobreeding Theme Index was released on November 9, 2021. It is a representative listed company securities involving the biological breeding field from the Shanghai and Shenzhen markets to reflect the overall performance of listed company securities in the biological breeding theme. The seven fund companies reported by
are Huatai-Bruce Fund , Huaan Fund , Huatai Fund, Huaxia Fund, Fuguo Fund , Tianhong Fund , GF Fund , and GF Fund . The China Securities Regulatory Commission has currently received relevant application materials.
Currently, the top ten heavyweight stocks in the CSI Biobreeding Theme Index account for a total of 70.54%, namely Dabeinong, Longping Hi-Tech , Suken Nongfa , Denghai Seed Industry , Quanyin Hi-Tech , Wen's Co., Ltd., Muyuan Co., Ltd. , New Hope , NGFA Seed Industry, Haida Group .
Among the listed companies mentioned above, Muyuan shares has the largest market value, with the latest market value of about 270 billion yuan. In the first quarter, there were 378 funds holding Muyuan shares, an increase of 241 from the previous quarter; a total of 298 million shares were held, an increase of 95.2% from the previous quarter. Among them, China-Europe Times Pioneer Stock A, , Huitianfu , CSI's main consumer ETF, and E Fund Steady Earnings Bond A ranked first in the third.
The second largest market value is Haida Group, with a latest market value of about 100 billion yuan. In the first quarter, there were 153 funds holding Haida Group (002311), a decrease of 42 from the previous quarter; a total of 184 million shares, a decrease of 11.77% from the previous quarter.
It is worth noting that Haida Group is the "favorite" of Liu Yanchun, the top fund manager of the top fund, and the three funds held by him, including Invesco Great Wall Emerging Growth Mixed, Invesco Great Wall Dingyi Mixed (LOF), and Invesco Great Wall Domestic Demand No. 2 Mixed, ranked among the top ten institutional holdings of Haida Group.
In addition, except for New Hope and Wen's shares, the market value is within 60-80 billion, most of the other selected stocks are around 20 billion.
From the perspective of index performance, the CSI Biobreeding Theme Index has fallen by 12.37% this year, 0.13% in the past year, and 11.03% in the past three years. Compared with the CSI Animal Husbandry Index, the index performs better and has less volatility.
The industry commented that biological breeding has been included in my country's major scientific and technological development strategic plan, and the layout of relevant theme funds for public funds is an important measure to serve national strategies, promote innovation-driven development and economic transformation and upgrading.
Major institutions are also optimistic about this type of ETF.
AVIC Securities said that commercialization of biological breeding welcomes new opportunities. In terms of quantity, it is expected that corn and other grain bulk are expected to continue to be strong and seed demand will remain strong. Under the prosperity of planting, seed demand is expected to continue, and the fundamentals of seed supply and demand are supported. In addition, the commercial promotion of biological breeding is getting closer and closer, the seed industry has expanded and the pattern has been reshaped.
0,000 funds said that it will continue to be optimistic about the GMO breeding sector in the medium and long term. It is expected that 2022 will be the first year of the promotion of genetically modified corn in China, and commercial cultivation of genetically modified corn will open up the industry's growth space. In addition, global grain prices are at a high level and the seed sector is in a rising prosperity. The price increase of corn seed starting in the fourth quarter of last year is expected to drive industry performance to exceed expectations. The seed industry is changing from policy-themed investment to fundamental investment.
A person in charge of a listed company said that the recent intensive introduction of policies on the seed industry reflects the country's firm determination to promote the revitalization of the seed industry and points out the direction for the seed industry. We believe that the scope of this round of policy involves all aspects and unprecedented strength, which is a substantial benefit.
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