Group 1 - In April, major A-share indices experienced adjustments, but large funds actively entered the market through ETFs, particularly favoring robotics, military, and medical-related ETFs while selling off brokerage and chip-related ETFs [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 3.25 trillion yuan, with the Shanghai Composite Index closing at 3,279.03 points, down 0.49% for the week, and the Shenzhen Component Index down 0.17% [2] - In April, the Shanghai Composite Index fell by 1.7%, the Shenzhen Component Index by 5.75%, the ChiNext Index by 7.4%, and the STAR 50 Index by 1.01% [2] Group 2 - In April, a total of over 230 billion yuan flowed into ETFs, with 15 ETFs seeing net inflows exceeding 1.6 billion yuan each, including four large-scale CSI 300 ETFs that collectively attracted 129.63 billion yuan [4] - The Central Huijin announced its continued support for the development of the Chinese capital market and increased its holdings in ETFs, alongside several central enterprises also boosting their investments in Chinese stocks [4] Group 3 - In the thematic ETF sector, 12 funds saw net inflows exceeding 500 million yuan, with the robotics ETF, military ETF, and medical ETF increasing their shares by 2.646 billion, 1.568 billion, and 4.542 billion respectively, with net inflows of 2.328 billion, 1.670 billion, and 1.612 billion yuan [5][6][7] - The robotics ETF's share reached approximately 16 billion, marking a new high since its launch [9] Group 4 - In the cross-border ETF sector, 12 funds saw net inflows exceeding 1 billion yuan, with the Hong Kong Stock Connect Internet ETF, Hong Kong Stock Connect Technology 30 ETF, and Hang Seng Technology Index ETF increasing their shares by 10.353 billion, 3.365 billion, and 6.488 billion respectively, with net inflows of 9.357 billion, 4.581 billion, and 4.255 billion yuan [12][13] - The Hang Seng Medical ETF saw a significant outflow, with a reduction of 6.050 billion shares and a net outflow of 3.127 billion yuan [13]
调整就是机会!超2300亿资金借道ETF进场扫货,机构最新动向曝光(附名单)
Mei Ri Jing Ji Xin Wen·2025-05-02 04:26