On December 12, A-shares fell across the board, and industries with better performance were concentrated in the fields of medicine, biology, computers and electronics. Among the on-site ETF funds, ETFs with traditional Chinese medicine themes, 5G and chip themes led the rise, and

December 12, A shares fell across the board, and the industries with good performance were concentrated in pharmaceutical and biological , computers and electronics fields. Among the on-site ETF funds, ETFs with traditional Chinese medicine themes, 5G and chip themes led the rise, and the first place was traditional Chinese medicine (561510), with rising by 4.40% on the same day.

The top 10 fund have the top 4. In addition to traditional Chinese medicine (561510), there are also traditional Chinese medicine ETFs (159647), traditional Chinese medicine (562390) and traditional Chinese medicine ETFs (560080), with the increase of more than 3%. In addition, there are 3 only 5G themes and 2 are chip themes.

On the contrary, real estate ETF (159707) led the decline, with a decline of 3.89% on the 12th. The top ten real estate ETF funds in the decline list include Huaxia Real Estate (515060), real estate ETF (512200) and real estate leader (159768), with a decline of 3.63%, 3.52% and 3.44% respectively.

In terms of transaction amount on the day, the most active transactions on the 12th were Hang Seng Internet (513330), with a transaction amount of 3.361 billion yuan, and the transaction amount of Hang Seng Technology (513180), Science and Technology Innovation 50 (588000) and Hang Seng Technology (513130) exceeded 2 billion yuan.

subdivided into the capital inflows and outflows, the largest net subscription amount on the 12th was Science and Technology Innovation 50 (588,000), with the net subscription amount on the same day reaching 995 million yuan, an increase of 0.38%. In addition, there is a large net subscription amount of 300ETF (510,300), reaching 643 million yuan. In terms of capital outflows of

, the largest net redemption amount on the 12th was 50ETF (510050), with a redemption amount of 349 million yuan; the semiconductor (512480), which followed closely behind, had a redemption amount of more than 200 million yuan, but it rose by 1.82% that day. After the epidemic prevention policy was gradually opened, the popularity of topics such as " COVID-19 drug stocking list" and "Home treatment drug guidelines" continued to heat up, and the purchase demand for antipyretics, Chinese patent medicines, N95 masks, and antigen detection kits in major e-commerce platforms and offline pharmacies surged, and even reached a state of out-of-sale.

The Expert Committee of the State Administration of Traditional Chinese Medicine’s Traditional Chinese Medicine Epidemic Prevention and Control Experts on December 10 officially issued the “Guidelines for Traditional Chinese Medicine Intervention in People with New Coronavirus Infection”, listing treatment plans, prevention plans and rehabilitation plans. Reasons such as the expansion of demand for traditional Chinese medicine products and policy support have jointly promoted this wave of traditional Chinese medicine market to rise.

Penghua CSI Traditional Chinese Medicine ETF fund manager Zhang Yuxiang said that the concentration of the traditional Chinese medicine industry is not high at present and will usher in more fierce competition in the future. It is expected that at least in the short period of the current epidemic prevention and control period, there will be more room for investment in traditional Chinese medicine products related to COVID-19 prevention and treatment.

This article is from Juling Finance