A股上市公司股票回购动作不断，科创100指数ETF（588030）规模近58亿元，佰维存储涨超16%丨ETF观察

资讯 2024-06-23 阅读:37 评论:0

市场早盘窄幅震荡，三大指数均小幅下跌。截至早盘收盘，沪指跌0.04%，深成指跌0.15%，创业板指跌0.25%。科创100跌0.66%。The market experienced an early and narrow shock,...

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市场早盘窄幅震荡，三大指数均小幅下跌。截至早盘收盘，沪指跌0.04%，深成指跌0.15%，创业板指跌0.25%。科创100跌0.66%。

The market experienced an early and narrow shock, with all three indicators falling slightly. By the end of the early harvest, the index fell by 0.04%, deep by 0.15%, and the business board by 0.25%.

科创100指数ETF（588030）午间收跌0.78%，换手率8.73%，成交额5.02亿元，交投活跃。

Wind数据显示，科创100指数ETF（588030）上周五单日获超1.6亿元资金加仓，近20个交易日合计“吸金”超21亿元，最新份额56.58亿份，最新规模57.90亿元，双双续创历史新高。

Wind data show that

成分股走势各异：

There are different trends in composition:

涨幅方面，佰维存储涨超16%领涨，杰华特涨超4%，华秦科技、圣湘生物、经纬恒润-W涨超2%。

On the increase side, the storage of seismographics rose by more than 16 per cent, that of Jawartt by more than 4 per cent, and that of China's technology, sacrilegic organisms, and longitude-W by more than 2 per cent.

跌幅方面，多只医药股大幅走低，东威科技跌超7%，皓元医药跌超6%，美迪西、诺唯赞、神州细胞-U跌超5%，天奈科技、萤石网络跌超4%。

On the side of the decline, most of pharmaceutical units fell sharply, with

据报道，今年下半年，A股上市公司股票回购动作继续。其中，科创板公司的股票回购动向受到市场普遍关注。下半年以来，相继有153家科创板上市公司发布了回购公告，已经累计回购金额达72.49亿元。分行业来看，电子行业个股数量居首，机械设备、医药生物、基础化工等行业个股数量紧随其后。

During the second half of the year, it was reported that the stock buy-backs of the stock listings of . Of these, stock buy-backs of the stock buy-backs of the venture boards were generally of interest to the market. In the second half of the year, 153 firms listed on the board issued buy-back notices, amounting to $7,249 million in aggregate.

华福证券指出，对市场而言，上市公司回购热潮有利于向市场传递积极向好的情绪，在彰显市场对于经济复苏的信心，也通过向二级市场释放积极信号进而起到了一定的稳定股价、防止公司股价过低而偏离公司实际价值的作用。当前经济复苏的态势并不牢固，重要股东在关键时刻的“出手”释放了稳预期、强信心的积极信号，有利于稳定市场、活跃市场。重要股东增持可带来增量资金效应，放大提振投资者信心，有利于稳定股价，保护投资者利益。

Securities states that for markets , the boom in repurchases by listed companies has served to convey positive sentiments to markets, to highlight market confidence in economic recovery, and has served to stabilize stock prices by sending positive signals to secondary markets, and to prevent companies from losing real value to their firms. The current economic recovery has not been robust, and the “start-up” of key shareholders at critical times has unleashed positive signals of firm expectations, strong confidence, and stability.

对于科创100投资价值，兴业证券研报指出，新兴成长赛道投资方兴未艾，前景可期。截至2023年11月24日，按照中信一级行业标准，科创100行业权重最高的三个行业为：医药（30.95%）、电子（22.72%）、机械（15.51%）：

With respect to the value of 100 investments, the Empirical Securities Research notes that emerging growth track investors are booming and promising. As of 24 November 2023, the three industries with the highest weight in 100 industries, according to the industry standards at the Chinese level, were: pharmaceuticals (30.95 per cent), electronics (22.72 per cent) and machinery (15.51 per cent):

1、医药生物：展望未来，预计我国医疗卫生支出的总盘子仍将实现稳定的可持续增长。寻找快于行业平均增速的细分领域，将成为超额投资收益的核心来源，我们认为创新、消费升级、高端制造是核心关键词。

1. Medical biology: Looking ahead, it is expected that the country’s overall health spending will continue to grow steadily and sustainably. The search for a disaggregated area faster than the industry’s average growth rate will be a core source of over-investment returns, and we believe that innovation, consumer upgrading, and high-end manufacturing are core keywords.

2、电子：半导体板块中，数字类芯片、射频芯片、CIS、存储芯片、封测等库存去化较好，在手机、PC补库带动下，业绩拐点显现；设备领域自主创新趋势加速，业绩保持增长态势，材料和零部件延续改善态势。另外消费电子中安卓链、元器件、面板盈利改善也在持续。

2. Electronics: In semiconductor plates, stocks of digital chip, radio-frequency chip, CIS, storage chip, sealing, etc. are better de-drawn, with performance turning points being driven by mobile phones and PC repossessors; in equipment, the trend of autonomous innovation is accelerating, performance is growing, and materials and spare parts are improving.

3、机械设备：把握结构性主线仍然是当下板块配置的核心思路。关注四个细分赛道以捕捉机械板块的投资机会。

3. Mechanical equipment: Seizing the structural backbone remains the core idea of the current configuration of the plate.

（本文信息不构成任何投资建议，刊载内容来自持牌证券机构，不代表平台观点，请投资人独立判断和决策。）

(The information in this paper does not constitute any investment proposal, it is published from a licensed securities agency, it does not represent the platform's perspective, and the investor is invited to judge and decide independently.

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