A50ETF Huabao saw a slight increase in trading volume, and institutions suggest investing with a firm grasp on certainty under a "bottom line thinking" approach, and to allocate to 4 major themes.

date
25/04/2025
On April 25th, the A50ETF Huabao saw a slight increase in volume, with a trading volume of 95.04 million yuan. Guoyuan Securities stated that there are 5 key points to focus on in this high-level meeting: First, "strengthen bottom-line thinking and fully prepare contingency plans." Second, "secure the 'three guarantees' at the grassroots level," "improve the income of middle and low-income groups," and "focus on protecting people's livelihoods." Third, "vigorously develop service consumption to enhance the role of consumption in driving economic growth." Fourth, "cultivate and strengthen new productive forces, and build a batch of emerging pillar industries." Fifth, "promote the reconstruction of urban villages and old houses in a powerful and orderly manner." Looking ahead, Guoyuan Securities recommends focusing on certainty under "bottom-line thinking" in investments, and allocating towards directions such as autonomous and controllable technology growth, domestic substitution, internal circulation, and dividend gold: technology growth "autonomous and controllable + domestic substitution": AI empowerment, robots, military industry, semiconductors, information technology, satellites; consumer sector "policy + internal recovery": clothing, shoes, automobiles, retail, food, beauty and personal care, as well as new consumption trends; cost improvement drivers: farming, aviation airports, feed, minor metals; offshore structural opportunities: expectations of improved China-Europe trade relations and niche offshore opportunities. Data shows that A50ETF Huabao and its off-exchange connected funds passively track the CSI A50 Index, which brings together core leaders of A-share industries, with 50 constituent stocks from 50 different CSI third-level industries, fully reflecting benchmark core assets of A-shares! Long on China, first choice is A50.