ETF基金周报丨通用航空产业相关ETF上周领涨市场，机构：商业航天和低空经济板块将继续深化并反复演绎

Market Overview - The Shanghai Composite Index rose by 1.92% to close at 3342.0 points, with a weekly high of 3359.73 points [1] - The Shenzhen Component Index increased by 2.29% to 10126.83 points, reaching a peak of 10248.98 points [1] - The ChiNext Index saw a gain of 3.27%, closing at 2011.77 points, with a maximum of 2036.1 points [1] - In the global market, the Nasdaq Composite fell by 0.27%, the Dow Jones Industrial Average decreased by 0.16%, and the S&P 500 dropped by 0.47% [1] - In the Asia-Pacific region, the Hang Seng Index rose by 1.61%, and the Nikkei 225 increased by 1.83% [1] ETF Market Performance - The median weekly return for stock ETFs was 1.82% [2] - The top-performing scale index ETF was the Fuguo ChiNext 50 ETF, with a weekly return of 5.03% [2] - The highest return in the industry index ETFs was 6.26% for the Yongying National Satellite Communication Industry ETF [2] - The top strategy index ETF was the Jiashi CSI Fundamental 50 ETF, returning 2.86% [2] - The leading theme index ETF was the Yongying National General Aviation Industry ETF, achieving a return of 6.48% [2] ETF Liquidity - Average daily trading volume for stock ETFs increased by 34.7%, while average daily turnover rose by 29.3% [7] ETF Fund Flows - The top five stock ETFs by inflow were: - Huaxia CSI 50 ETF with an inflow of 0.803 billion [9] - GF CSI 1000 ETF with an inflow of 0.491 billion [9] - Fuguo CSI 1000 ETF with an inflow of 0.490 billion [9] - Guolianan CSI Semiconductor ETF with an inflow of 0.480 billion [9] - Jiashi CSI 500 ETF with an inflow of 0.424 billion [9] - The top five stock ETFs by outflow were: - Huaxia CSI 50 ETF with an outflow of 0.595 billion [10] - Yifangda CSI 300 ETF with an outflow of 0.441 billion [10] - Jiashi CSI 300 ETF with an outflow of 0.294 billion [10] - Guotai CSI Military Industry ETF with an outflow of 0.277 billion [10] - Huatai CSI Dividend ETF with an outflow of 0.250 billion [10] ETF Financing and Margin Trading - The financing balance for stock ETFs increased from 42.1794 billion to 42.3194 billion [12] - The highest financing buy amount was for Huaxia CSI 50 ETF, totaling 0.579 billion [12] - The highest margin sell amount was for Guotai CSI Securities Company ETF, totaling 0.014 billion [12] ETF Market Size - The total market size for ETFs reached 4,113.171 billion, an increase of 55.514 billion from the previous week [15] - Stock ETFs accounted for 29,882.11 billion, representing 72.6% of the total ETF market size [15][17] ETF Issuance and Establishment - No new ETFs were issued last week, but four new ETFs were established, including: - Zhaoshang CSI All-Index Free Cash Flow ETF - Yifangda CSI State-Owned Enterprises 50 ETF - Morgan CSI A500 Enhanced Strategy ETF - GF CSI 800 Free Cash Flow ETF [18] Institutional Insights - The military industry is expected to enter a new upward cycle from 2025 to 2027, with significant performance improvements anticipated starting in Q2 2025 [18] - The commercial aerospace and low-altitude economy sectors are expected to continue to deepen and evolve, driven by the recovery of the military industry fundamentals and active themes [18]