Policies Boost the Upgrading of Computing-Power and Electricity Industry,Guotai CSI Computer Theme ETF(512720) Rises 2.11% Intraday

NewTimeSpace News,As of 13:06 on March 18, 2026, the Guotai CSI Computer Theme ETF(512720) rose 2.11% to close at 1.26 CNY per share, with an intraday turnover rate of 3.56% and a trading volume of 30.008 million CNY. In the long run, as of March 17, the average daily trading volume of the Guotai CSI Computer Theme ETFin the past year reached 56.912 million CNY.

NewTimeSpace News:As of 13:06 on March 18, 2026, the CSI Computer Theme Index (930651) surged 2.06%. Its component stocks saw robust gains, with Shudoo Information up 9.99%, Longsys Electronics up 8.47%, Wangsu Science & Technology up 8.11%, and other stocks including Cloudflare Data Technology and Sinochip Data following the upward trend. The Guotai CSI Computer Theme ETF(512720) rose 2.11% to 1.26 CNY per share. In the long run, as of March 17, 2026, the Guotai CSI Computer Theme ETFhad a cumulative increase of 6.03% in the past three months, ranking the top 50% among comparable funds. (The stocks listed above are only component stocks of the index and do not constitute any specific investment recommendation.)

In terms of liquidity, the Guotai CSI Computer Theme ETFrecorded an intraday turnover rate of 3.56% with a trading volume of 30.008 million CNY. As of March 17, its average daily trading volume in the past year stood at 56.912 million CNY.

As of March 17, the net asset value of the Guotai CSI Computer Theme ETFhad increased by 33.29% in the past two years. In terms of earnings capacity, as of March 17, 2026, since its inception, the ETF has achieved a maximum monthly return of 33.11%, a longest consecutive rising period of 4 months with a cumulative increase of 31.01% during the period, an average return of 7.46% in rising months, and an annual profit ratio of 66.67%. It also outperformed the benchmark by an annualized return of 2.08% in the past six months, ranking the top 50% among comparable funds.

In terms of drawdown, as of March 17, the Guotai CSI Computer Theme ETFhad a relative benchmark drawdown of 0.20% since the beginning of 2026.

On the fee front, the fund management fee rate of the Guotai CSI Computer Theme ETFis 0.50% and the custodian fee rate is 0.10%, the lowest among comparable funds.

From the valuation perspective, the latest price-to-earnings ratio (PE-TTM) of the CSI Computer Theme Index tracked by the Guotai CSI Computer Theme ETFis only 60.24 times, at the 13.73% quantile of the past year. This means the valuation is lower than that in more than 86.27% of the time over the past year, standing at a historically low level.

The Guotai CSI Computer Theme ETFclosely tracks the CSI Computer Theme Index, which selects listed company securities engaged in information technology services, application software, system software, computer hardware and other businesses as index samples to reflect the overall performance of listed company securities in the computer sector.

Data shows that as of February 27, 2026, the top 10 constituent stocks by weight of the CSI Computer Theme Index (930651) are Sugon Technology, iFlytek, Hikvision, Runze Technology, Flush Information, Kingsoft Office, Inspur Information, Sinochip Data, Unisplendour Corporation and Wangsu Science & Technology, accounting for a total of 45.4% of the index weight. (The stocks listed above are only component stocks of the index and do not constitute any specific investment recommendation.)

SCS stated that policies are fueling the integrated upgrading of the computing-power and electricity industry: the country has issued new policies year by year since 2021 to build a top-level design for the coordination of computing power and electricity supply. Through the two-way interaction between computing power scheduling and power supply, an intelligent closed-loop system featuring "bits driving watts and watts supporting bits" will be gradually formed.

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