[Introduction] Last week, the stock ETF market had a net outflow of 48 billion yuan, and funds added to positions in the CSI A500 Index
China Fund News reporter Zhang Ling
Last week (October 21st to October 25th), all three major A-share indexes ended higher. In the stock ETF market, funds chose to take profits and settle for safety, with a net outflow of 48 billion yuan that week.
However, the CSI A500 Index is still strong in attracting gold, with net inflows exceeding 12.9 billion yuan on the 5th, continuing to lead.
had a net outflow of 980 million yuan last Friday
wind data shows that as of October 25, the total size of 935 stock ETFs (including cross-border ETFs, the same below) in the market is approximately 3.22 trillion yuan.
On October 25, the three major A-share indexes collectively closed up. As of the close, the Shanghai Stock Exchange Index rose 0.59%, the Shenzhen Stock Exchange Component Index rose 1.71%, and the ChiNext Index rose 2.93%. In terms of industry performance, basic chemicals, power equipment and new energy, coal and other sectors generally rose, while the banking sector closed slightly down.
Judging from the capital flow in the stock ETF market, the funds on that day chose to settle down, with a net outflow of approximately 980 million yuan.
Specifically, the top three net inflows on the day were China Southern Fund’s CSI 1000 etf, Cathay Fund’s CSI a500 etf, and China Asset Management’s CSI 1000 etf. The net inflows were 1.972 billion yuan, 758 million yuan, and 641 million yuan respectively. In addition, ETFs with multiple industry themes such as photovoltaics, chips, and games are among the top 20 on the list.
According to calculations by China Asset Management, among the subcategories, except for industry and cross-border ETFs, all major categories of ETFs experienced net outflows on that day. Among them, the net outflows of broad-based ETFs topped the list, reaching 1.8 billion yuan, while the net inflows of industry ETFs were larger. More than 1.935 billion yuan.
In terms of broad base, on October 25, the CSI A500 Index continued to have the largest single-day net inflow, reaching 3.606 billion yuan, and the Science and Technology Innovation 50 Index had the largest single-day net outflow, reaching 2.703 billion yuan. The pace of net inflows into some ETFs owned by
’s leading fund companies continues.
data shows that on October 25, benefiting from the continued strength of gold prices, E Fund’s gold ETF received a net inflow of 407 million yuan. In addition, the military ETF E Fund, pharmaceutical ETF, science and technology innovation ETF, and CSI 500 ETF E Fund also received net inflows of varying degrees. inflow.
China Asset Management ETF, in addition to the aforementioned CSI 1000 ETF, net inflows of chip ETFs and game ETFs have exceeded 100 million yuan. Food and beverage ETFs, CSI 300 ETF China, etc. have also received net inflows to varying degrees.
The CSI A500 Index attracted more than 12.9 billion yuan in gold on the 5th
From a weekly perspective, last week (October 21st to October 25th) the stock ETF market as a whole showed a net outflow trend, with net outflows of 48.02 billion yuan. In terms of specific net inflows of
, the CSI A500 Index leads the way in terms of gold-absorbing ability, and ranks among the top five in terms of net inflows that week. According to calculations by China Asset Management, the CSI A500 Index has a cumulative net inflow of 12.933 billion yuan on the 5th, continuing to lead.
In addition, there was a large net inflow of themed ETFs in the pharmaceutical, semiconductor, wine and other industries that week. Among them, the net inflow of pharmaceutical ETFs under E Fund exceeded 1.1 billion yuan, with the latest scale reaching 22.585 billion yuan.
In terms of net outflows, the CSI 300 ETF ranked first with a net outflow of 11.39 billion yuan last week. Kechuang 50ETF, CSI 1000ETF, etc. also had relatively large net outflows.
Looking forward to the follow-up, Wells Fargo Fund believes that domestic fundamentals are the decisive factor in determining China's asset pricing. With the gradual introduction and accelerated implementation of a package of domestic incremental policies, positive fundamental factors are expected to continue to accumulate and continuously consolidate the market's long-term upward foundation.
Minsheng Canadian Fund stated that ETFs are the main incremental funds in this round of market stabilization and recovery, and may be expected to continue to maintain an incremental trend in the future. Structurally, looking forward to the next three years, the intelligence of the whole society, the aging of the population, and national security may still be the directions with large space. Security-related fields such as artificial intelligence, medicine, and independent controllable military industry may be the main lines worthy of attention in the medium term.
Editor: Captain
Review: Chen Siyang
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