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1. Review of the Securities Market

According to data from 123rd Street, the Shanghai Composite Index fell 0.61% on the day to close at 2964.22 points, with a high of 2978.6 points; the Shenzhen Component Index fell 0.38% on the day to close at 8869.82 points, with a high of 8925.44 points; and the ChiNext Index fell 0.09% on the day to close at 1723.91 points, with a high of 1735.6 points.

II. ETF Market Performance 1. Overall Market Performance of Stock ETFs

The median return rate of stock ETFs yesterday was -0.22%. According to different classifications, among the scale index, China AMC ChiNext Mid-Cap 200 ETF had the highest return rate of 0.68%; among the industry index, Southern CSI All-Share Computer ETF had the highest return rate of 1.85%; among the strategy index, Fuguo CSI Central Enterprises Dividend ETF had the highest return rate of 0.0%; among the style index, Harvest Pharmaceutical Health 100 ETF had the highest return rate of 0.66%; among the theme index, Harvest CSI Information Security Theme ETF had the highest return rate of 1.74%.

2. Stock ETF price increase and decrease ranking

The top three stock ETFs with the highest gains yesterday and their yields were: Southern CSI All-Share Computer ETF (1.85%), Harvest CSI Information Security Theme ETF (1.74%), and E Fund CSI Information Security Theme ETF (1.73%). See the table below for details of the top 10 gains:

The three ETFs with the largest declines yesterday and their yields were: Wine ETF (-2.14%), China Universal CSI Energy ETF (-2.01%), and China Asset Management CSI Food and Beverage Industry Theme ETF (-1.88%). See the table below for details of the top 10 declines:

3. ETF fund flows

The three ETFs with the largest inflows of funds yesterday and their inflow amounts were: Huatai-PineBridge CSI 300 ETF (inflow of 2.331 billion yuan), Southern CSI 500 ETF (inflow of 366 million yuan), and E Fund SSE STAR Market 50 ETF (inflow of 344 million yuan). Details of the top 10 inflows are shown in the table below:

The three ETFs with the largest outflows of funds yesterday and their inflows were: Huaxia SSE 50 ETF (outflow of 601 million yuan), Huaxia SSE STAR 50 ETF (outflow of 396 million yuan), and Liquor ETF (outflow of 340 million yuan). Details of the top 10 funds outflows are shown in the table below:

III. Institutional Views ① Investors are advised to focus on investment opportunities in new energy, software development, computer equipment and other industries in the short term

Zhongyuan Securities said that the domestic market is expected to stabilize, and the overall stock index is expected to remain volatile in the future. At the same time, it is still necessary to pay close attention to changes in policies, funds and external factors. Investors are advised to pay attention to investment opportunities in new energy, software development and computer equipment in the short term.

② There is still much room for improvement in the middle and upper reaches of the ICT industry chain

Guosheng Securities pointed out that from the perspective of the degree of localization of each link in the ICT industry chain, the application software and information security fields are relatively mature, and there is still much room for improvement in the middle and upper reaches of the ICT industry chain, especially in the sub-links such as CPU chips, storage devices, operating systems and middleware, where the autonomy is less than 10%.