Hong Kong Stock Connect Innovative Drug ETF GF Half-Day Trading Booms, Oil & Gas ETF Performs Remarkably as Oil Prices Surge

This morning, the ETF market saw active trading activity, with oil and gas ETFs standing out in particular. Affected by a sharp rise in oil prices, several oil and gas ETFs recorded notable gains, becoming a focal point for the market.

Among industry and thematic ETFs, the JiaShi Science and Technology Chip ETF (GuoTai Junan) (588200) stood out with a trading value of RMB 1.215 billion, becoming one of the most actively traded ETFs in the morning. Meanwhile, in cross-border ETFs, the Guangfa Hong Kong Stock Innovation Drug ETF (513120) continued to maintain strong momentum, with a semi-day trading value as high as RMB 6.636 billion, indicating investors’ strong interest in this sector.

The rise in oil and gas ETFs became a major highlight of today’s market. As oil prices climbed again, oil-and-gas-related industries saw unusual movement; the semi-day gains for all three oil and gas ETFs were above 3%, and several oil ETFs also rose by more than 2%. Energy, breeding, and agriculture and forestry/farming and animal husbandry ETFs also performed well, with semi-day gains all exceeding 1%, adding a touch of color to the market.

From an investment logic perspective, the sustained high level of oil prices has driven an improvement in the business outlook of the oil services industry. In terms of global incremental growth in the oil and gas market, the offshore oil and gas market plays a dominant role, accounting for more than 80%. Therefore, in the short term, the continued high level of oil prices is expected to quickly boost the workload of oil service companies, bringing investment opportunities to related ETFs.

Looking at the details, the Boshi Oil and Gas ETF (561760), the Harvest Oil and Gas ETF (159309), and the Yinves Oil and Gas ETF (563150) all recorded gains of more than 3% this morning. Among them, the Harvest Oil and Gas ETF (159309) has a relatively larger scale, with 1.152 billion units, and a semi-day trading value of RMB 136 million. These three ETFs all track the CSI Oil & Gas Resources Index. The index selects securities of listed companies involved in areas including oil and gas extraction, services and equipment manufacturing, refining and processing, transportation and sales, as samples, in order to reflect the overall performance of securities of listed companies in the oil and gas industry.

The Huatai-PineBridge Oil and Gas ETF (561570) and the Guotai Oil ETF (561360) also performed well, rising 2.84% and 2.78%, respectively, this morning. Among them, the Guotai Oil ETF (561360) has a large number of units, reaching 2.918 billion units, and a semi-day trading value of RMB 269 million, with active trading. This ETF tracks the CSI Oil and Gas Industry Index. The index selects securities of listed companies involved in areas such as oil and gas extraction, equipment manufacturing, transportation, sales, refining and processing, and production of primary oil and chemical products from the Shanghai and Shenzhen markets as samples, to reflect the overall performance of securities of listed companies related to the oil and gas industry.