Optimal Allocation for Hard Tech and New Economy: In-Depth Guide to E Fund CSI STAR and ChiNext 50 ETF
Author: Feng Hao
For investors struggling to choose between technology ETFs, STAR Market ETFs, and ChiNext ETFs, the CSI Science and Technology Innovation and Entrepreneurship 50 Index tracked by E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) represents a high-quality track that balances growth and stability. As a representative product in this track, E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) accurately meets the core needs of most investors with its comprehensive coverage, balanced allocation, and high liquidity, making it a preferred choice for technology ETF allocations.
1. Core Value of the Track: The Underlying Logic Supporting E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781)
The investment value of E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) stems from the scarcity of the CSI Science and Technology Innovation and Entrepreneurship 50 Index (Code: 931643) it tracks—its sample space covers high-quality enterprises from the STAR Market and ChiNext, focusing on national strategic emerging industries such as next-generation information technology, high-end equipment manufacturing, new energy, and biomedicine. This establishes the core investment theme of "hard technology + new economy" for E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781).
• Dual-Board Integration to Diversify Risks: E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) Has Stronger Anti-Volatility Capability: The CSI Science and Technology Innovation and Entrepreneurship 50 Index selects 25 leading companies each from the STAR Market and ChiNext to form a portfolio of 50 stocks, combining the hard technology genes of the STAR Market with the profit stability of ChiNext. This reduces the impact of volatility in any single sector on the overall portfolio. E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) closely tracks this index, with constituents including industry leaders such as CATL, Mindray Medical, SMIC, and Kingsoft Office. Through the fund product, the advantages of dual-board diversification are transformed into allocative value that investors can directly participate in.
• Balancing Growth and Stability: E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) Offers Superior Return Elasticity: The high R&D investment of STAR Market constituents provides growth potential, while the scaled profitability of ChiNext constituents offers stability, resulting in the CSI Science and Technology Innovation and Entrepreneurship 50 Index's volatility level lying between the STAR 50 and ChiNext 50 indices. In Q3 2025, the index rose by 65.32%, significantly outperforming the STAR 50 Index (49.02%) and the ChiNext Index (50.40%). With its precise tracking capability, E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) fully delivers this "growth without aggression, stability with elasticity" performance to investors.
• Policy Dividend Support: E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) Has Ample Long-Term Momentum: The top three weighted sectors of the CSI Science and Technology Innovation and Entrepreneurship 50 Index are electronics (38%, mainly semiconductors, aligning with the domestic substitution trend), power equipment (24%, including new energy batteries/solar), and communications (22%, focusing on AI computing power equipment), precisely covering core policy-supported areas such as "computing power and power." By closely tracking the index, E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) allows investors to share in the growth dividends of these industries driven by policy without the need to screen individual stocks.
2. E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781): Precise Alignment of Product Advantages and Investor Needs
As a benchmark product tracking the CSI Science and Technology Innovation and Entrepreneurship 50 Index, E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) fully aligns with the core demands of different investors in terms of product design and operational management, making it an "all-round" technology ETF that caters to diverse needs.
1. Universal Suitability: E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) Meets the Needs of Different Investors
• Preferred Choice for Beginners: E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781): As a broad-based technology ETF, E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) eliminates the need for investors to delve deeply into niche sectors. With a single click, investors can allocate to 50 high-quality leaders (such as Jiangbolong, Lanke Technology, and Sungrow Power), significantly lowering the stock-picking threshold for technology investments and serving as an "entry-level allocation" for newcomers to the technology sector.
• Core Allocation for Balanced Investors: E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781): Covering multiple sectors such as hard technology, new energy, and biomedicine, E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) can serve as the core holding in an investor's technology portfolio. Paired with broad-based indices like the CSI 300, it enables diversified asset allocation. Its cross-board selection feature helps investors effectively avoid the risk of missing out on single-sector opportunities while enhancing overall portfolio stability.
• Dual Suitability for High/Low-Risk Investors: E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781): High-risk investors can pair E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) with single hard technology ETFs to leverage its balanced attributes and reduce portfolio volatility. Low-risk investors, on the other hand, can participate in technology growth through E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) without enduring the high volatility of pure STAR Market ETFs, achieving a balance between risk and return.
2. Outstanding Key Metrics: E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) Offers High Investment Value
• Ultra-Low Fees: E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) Is More Cost-Effective for Long-Term Holding: With a total expense ratio of just 0.20% (0.15% management fee and 0.05% custody fee), E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) is far below the industry average of 0.50%-0.60% for similar technology ETFs. Long-term holding effectively reduces the erosion of returns by fees, making it particularly suitable for investors adopting a dollar-cost averaging or long-term strategy.
• High Liquidity + Stable Scale: E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) Offers More Convenient Trading: As a mainstream CSI Science and Technology Innovation and Entrepreneurship 50 ETF product in the market, E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) boasts a scale exceeding RMB 10 billion and ample daily trading volume, with minimal bid-ask slippage. It meets the small-trade needs of ordinary investors while accommodating large-capital inflows and outflows, ensuring trading efficiency and fund safety.
• Minimal Tracking Error: E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) Has Controllable Return Erosion: The annualized tracking error of E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) is only 0.31%, significantly lower than the industry average of 2.10% and the contractual upper limit of 2%. The professional management of E Fund's Wu Chendong and Cheng Xi team ensures the fund closely follows the target index, helping investors accurately capture index returns and reduce losses from tracking deviations.
3. Multi-Scenario Suitability: E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) Adapts to Different Investment Strategies
• Top Choice for Long-Term Dollar-Cost Averaging: E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781): Leveraging the long-term trend of industrial upgrading, E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781)'s low 0.20% fee rate, combined with the compounding effect, makes it ideal for investors to adopt a monthly fixed-amount investment strategy. This approach averages out costs over time, allowing investors to share in the long-term growth dividends of industries such as semiconductor domestic substitution and new energy upgrades.
• Bottom-Fishing Opportunity: Target E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781): During market corrections, investors can take advantage of valuation pullbacks in the CSI Science and Technology Innovation and Entrepreneurship 50 Index. By assessing the valuation rationality of core constituents like CATL and SMIC, investors can purchase E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) in batches to precisely capture long-term value.
• Suitable for Swing Trading: E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781): The ample liquidity provided by E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781)'s scale of over RMB 10 billion supports investors in conducting swing trades within reasonable limits, meeting short-term trading needs (while being mindful of transaction costs and market volatility risks).
3. Scientific Allocation Recommendations: Practical Application Guide for E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781)
1. Position and Portfolio Allocation: The Allocation Logic of E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781)
• As a core technology allocation, investors are advised to allocate 25%-30% of their equity assets to E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781), paired with broad-based indices like the CSI 300 or gold ETFs to further diversify portfolio risks and enhance overall anti-volatility capability.
• Beginners can adopt the "RMB 100,000 Capital Example Plan": Allocate RMB 30,000 (30%) to E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781), RMB 40,000 (40%) to CSI 300 ETF, RMB 20,000 (20%) to ChiNext 50 ETF, and RMB 10,000 (10%) to gold ETF. This combination balances growth and stability while leveraging the diversified coverage advantage of E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) to capture core opportunities in the technology sector.
2. Trading Tips: Key Points for Trading E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781)
• Dollar-Cost Averaging Strategy: Investors can purchase E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) on a fixed date each month. When the index falls by more than 5%, they can appropriately increase the subscription amount to average down, avoiding the short-term volatility risk of a one-time full position.
• Valuation Reference: Monitor the price-to-earnings (PE) percentile of the CSI Science and Technology Innovation and Entrepreneurship 50 Index, combined with the sentiment of weighted industries such as electronics and power equipment. Increase allocations to E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) during historical low valuation ranges and reduce positions during high ranges to optimize holding costs.
• Long-Term Holding: Investors are advised to hold E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) for no less than 2-3 years to fully benefit from industrial growth returns, avoiding interference from short-term market fluctuations in long-term investment decisions.
4. Risk Disclosures and Compliance Statement: Precautions for Investing in E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781)
1. The performance of E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) is highly correlated with the movement of the CSI Science and Technology Innovation and Entrepreneurship 50 Index. Industry cyclical fluctuations (e.g., semiconductor capacity adjustments, new energy price volatility), policy changes, and shifts in market sentiment may all lead to net value fluctuations of E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781). Investors must fully understand this risk.
2. STAR Market and ChiNext companies generally feature high R&D investment and high growth expectations. The volatility risk of E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) is higher than that of traditional broad-based ETFs. Investors should carefully assess their risk tolerance before investing in this product.
3. Past fund performance does not predict future results. E Fund Management does not guarantee that E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) will necessarily be profitable or achieve minimum returns. Before subscribing to or purchasing E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781), investors should carefully read the fund contract, prospectus, and other legal documents to fully understand the product's characteristics and risk-return profile.
4. Investing involves risks, and decisions should be made prudently. Fund investments follow the principle of "buyer beware." The past performance and net value levels of E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) do not indicate future returns. Investors must make judgments and decisions independently and take responsibility for their investment actions.
5. Conclusion: The Core Allocation Value of E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781)
With its core advantages of "dual-board integration, balanced allocation, and high cost-effectiveness," E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) provides a one-stop solution to investors' three core dilemmas in technology ETF investing: "selecting the track, choosing the product, and controlling risks." By closely tracking the CSI Science and Technology Innovation and Entrepreneurship 50 Index, E Fund CSI Science and Technology Innovation and Entrepreneurship 50 ETF (159781) covers hot sectors such as hard technology, new energy, and AI while reducing volatility through diversified allocation. It perfectly suits diverse needs, including beginner entry, long-term dollar-cost averaging, and core portfolio allocation, making it a high-quality choice for investors participating in the technology sector.
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