Today (September 15), the ChiNext Index surged over 2%, with the STAR Market keeping pace. The hard tech broad-based Dual Innovation ETF (588330), which covers high-growth leaders from both ChiNext and STAR Market, saw its intraday price rise over 1.7%, currently up 1.26% with real-time trading volume exceeding 72 million yuan, showing active trading activity.
Taking a longer-term perspective, the underlying index of Dual Innovation ETF (588330) has accumulated gains of 31.50% over the past month, topping the gain rankings among all broad-based indices in the market! (Data period: August 12, 2025 - September 12, 2025. Note: The STAR Market ChiNext 50 Index annual returns for 2020-2024 were: 86.90%, 0.37%, -28.32%, -18.83%, and 13.63%. Index constituent composition is adjusted according to index compilation rules, and historical backtesting performance does not predict future index performance.)
Looking at specific sectors, semiconductor leader Sg Micro Corp hit the 20CM daily limit, Tuojing Technology rose over 10%, and Hygon Information gained over 9%. Solar leader JA Solar rose over 12%, and Sungrow Power Supply gained over 7%. Additionally, heavyweight stock CATL surged over 10% with real-time trading volume exceeding 18 billion yuan, topping the A-share trading volume rankings.
Chart: Top 10 STAR Market ChiNext 50 Index constituent gainers
In the energy storage sector, CATL and Sungrow Power Supply both gained over 10%, reaching new historical highs. Today, the National Development and Reform Commission and National Energy Administration issued the "New Energy Storage Large-Scale Construction Special Action Plan (2025-2027)," setting an overall target of achieving nationwide new energy storage capacity of 180 million kilowatts (180 gigawatts) or more by 2027, driving direct project investment of approximately 250 billion yuan, with lithium-ion battery storage remaining the dominant new energy storage technology route.
Regarding analog chips, the Ministry of Commerce decided to initiate anti-dumping investigations on imported related analog chips originating from the United States starting September 13. Market analysts express optimism about the growth potential of the analog chip industry, with the logic being: (1) numerous product types and customers in analog chips; (2) anti-dumping measures are expected to significantly expand domestic manufacturers' market scale; (3) large domestic substitution space, with AI bringing incremental opportunities.
Market analysts point out that from a medium to long-term perspective, China is experiencing a transition between old and new growth drivers, with technological innovation and high-end manufacturing becoming policy-encouraged directions. Emerging industries such as AI and innovative pharmaceuticals are expected to form "new narratives," driving sustained benefits for tech-oriented broad-based indices.
**Why Deploy Tech Trends Through Broad-Based Indices?**
1. Risk diversification, avoiding "putting all eggs in one basket": The tech industry has numerous sub-sectors (such as semiconductors, AI, new energy, innovative pharmaceuticals), with rapid technological iteration and high individual stock volatility. Broad-based indices purchase a basket of constituent stocks, effectively smoothing black swan risks from single tracks or individual stocks.
2. Capturing sector rotation, avoiding "missing out": Rotation also exists within tech trends. Broad-based indices cover multiple tech sub-sectors, helping investors grasp overall trends during market rotation and avoid missing opportunities due to betting on the wrong sub-sector.
3. Policy-driven, capturing industry upward beta: A research report indicates that this round of tech growth rally stems from policy shifts and changing expectations. Future policy implementation and marginal economic improvement will continue driving this rally, recommending deployment in broad-based indices representing overall tech trends to capture industry upward beta.
**Mining New Quality Productive Forces, Investing in China's "Nasdaq"**
Focus on the three major characteristics of the hard tech broad-based Dual Innovation ETF (588330) and its off-exchange feeder funds (Class A: 013317 / Class C: 013318):
1. Cross-market diversified allocation, 100% strategic emerging: The underlying index selects the 50 largest market cap strategic emerging industry listed companies from STAR Market and ChiNext as index samples, gathering high-growth leaders and encompassing hot themes like new energy, semiconductors, and medical devices.
2. Growth-style "battle fund," one-click allocation to China's top technology: Against the backdrop of global tech competition, the importance of technological self-reliance and supply chain autonomy has risen to new heights, with China's "Nasdaq" on the horizon.
3. High-elasticity tool capturing tech trends, low-threshold deployment of breakthrough forces: The underlying index has 20% price limit restrictions with greater volatility, capable of serving as a "rebound pioneer." Compared to directly investing in STAR Market and ChiNext individual stocks, ETF investment thresholds are relatively low - based on current prices, investment can begin with less than 100 yuan.
Risk Warning: Dual Innovation ETF and its feeder funds passively track the CSI STAR Market ChiNext 50 Index, which has a base date of December 31, 2019, and was published on June 1, 2021. Index constituent composition is adjusted according to index compilation rules, and historical backtesting performance does not predict future index performance. Individual stocks mentioned in the article are for display purposes only; individual stock descriptions do not constitute investment advice in any form, nor do they represent holding information or trading activities of any fund under management. The fund manager assesses Dual Innovation ETF risk level as R4 - medium-high risk, suitable for aggressive (C4) and above investors; appropriateness matching opinions are subject to sales institutions. Any information appearing in this article (including but not limited to individual stocks, comments, predictions, charts, indicators, theories, any form of expression, etc.) is for reference only, and investors must bear responsibility for any autonomous investment decisions. Furthermore, any views, analyses, and predictions in this article do not constitute investment advice in any form to readers, nor do they bear any responsibility for direct or indirect losses caused by using this article's content. Fund investment involves risks, past performance does not represent future results, and performance of other funds managed by the fund manager does not guarantee fund performance; fund investment requires caution.
MACD golden cross signal formed, these stocks show good upward momentum!