Major A-share indices surged collectively today (April 8), with the hard-tech broad-based Dual Innovation 50 ETF (588330) rising 4.96% intraday, consecutively breaking through four key moving averages. Early capital inflows have been observed, with the ETF attracting 182 million yuan over the past five trading sessions.
Among constituents, PCB leader Shengyi Electronics led gains with over 11%, while semiconductor giants AMEC and China Resources Microelectronics rose more than 8%. Optical module leaders Zhongji Innolight and Eoptolink increased over 8% and 6%, respectively.
Positive developments emerged across hard-tech sectors: 1. In semiconductors, domestic computing chip leader Hygon Information Technology (688041) reported Q1 2026 revenue of 4.034 billion yuan, a record 68.06% year-over-year increase. Net profit reached 687 million yuan, up 35.82%, exceeding market expectations and validating strong demand for domestic AI chips and high-performance computing. 2. In optical modules, Google formally placed orders for 12 million NPO optical modules for its next-generation TPU clusters, with Zhongji Innolight and Eoptolink securing 60% and 40% shares respectively. This marks NPO technology's transition from conceptual phase to commercial scale-up. 3. In lithium batteries, EVE Energy's plan to build a 60GWh energy storage battery joint venture underscores robust demand and the company's strong order intake capability. European EV sales rose 43.2% YoY in March, reinforcing energy autonomy and EV affordability as mid-term themes amid geopolitical tensions, creating growth opportunities for Chinese automakers and supply chains with competitive advantages in Europe.
Notably, Hygon Information Technology, Zhongji Innolight, Eoptolink, and EVE Energy are all constituents of the Dual Innovation 50 ETF (588330), with weightings of 4.72%, 11.10%, 10.63%, and 1.87% as of end-March.
Kaiyuan Securities notes that under the "16th Five-Year Plan" requirements, technological security remains a priority, driving self-reliance and the formation of an "8466" industrial development pattern. New quality productive forces are expected to replace real estate as a pillar industry, accelerating trends centered on energy (new energy + controlled nuclear fusion) and core sectors (AI+semiconductors, aerospace+low-altitude economy, embodied AI, biopharma).
The Dual Innovation 50 ETF (588330) and its feeder funds (Class A: 013317/Class C: 013318) select 50 large-cap strategic emerging industry stocks from Shanghai's STAR Market and Shenzhen's ChiNext Market, covering themes like optical modules, semiconductors, and photovoltaic equipment. The ETF is also margin trading and Stock Connect eligible, serving as an efficient tool for investing in new quality productive forces.
The ETF's underlying index was the top-performing broad-based index in 2025 with a 60.86% gain, outperforming benchmarks like the ChiNext 50 (57.45%) and STAR 50 (35.92%).
Note: The ETF was previously traded as "双创龙头ETF". Risk Disclosure: The ETF tracks the CSI STAR and ChiNext 50 Index, which launched on June 1, 2021, with a base date of December 31, 2019. Historical index returns from 2020-2024 were 86.90%, 0.37%, -28.32%, -18.83%, and 13.63%. Constituent changes follow index methodology, and past performance does not guarantee future results. Constituent descriptions are for illustrative purposes only and do not constitute investment advice or reflect fund holdings. The fund carries an R4 risk rating, suitable for aggressive investors (C4+). Investment decisions must align with sales机构 assessments. All information provided is for reference only, and investors are responsible for their decisions. No liability is accepted for losses arising from use of this content. Fund investments carry risks; past performance does not guarantee future returns.
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