股票ETF终于迎来资金净流入，上周净流入200亿元，债券ETF继续疯狂“吸金”

Market Overview - The A-share market experienced an overall decline last week, with the North Securities 50 Index dropping by 2.55%. The Hong Kong stock market also fell, with the Hang Seng Index decreasing by 1.52%. The ETFs that performed well were primarily those tracking the banking and TMT sectors [1]. Fund Flows - Last week, the ETF market saw a net inflow of 49.784 billion yuan, marking a turnaround for stock ETFs which ended a streak of seven consecutive weeks of net outflows, with a net inflow of 21.276 billion yuan. Bond ETFs continued to attract significant capital, with a net inflow of 31.265 billion yuan. Commodity ETFs experienced a slight net outflow of 1.649 billion yuan, while money market ETFs saw a net outflow of 1 billion yuan [2]. - From an index perspective, credit bond ETFs led the inflows, with the Shanghai Market Company Bond, Shenzhen Market Credit Bond, and others seeing net inflows of 12.028 billion yuan, 8.696 billion yuan, 2.340 billion yuan, and 2.328 billion yuan respectively. In terms of stock indices, the Hang Seng Technology, Sci-Tech 50, and others also saw notable inflows [2][4]. ETF Performance - The median weekly return for stock ETFs was -0.87%. Among broad-based ETFs, the SSE 50 ETF had the highest median return at 0.13%. By sector, technology ETFs had a median decline of -0.70%, while banking ETFs had the highest median return of 3.09% [11]. - Specific banking ETFs such as the Credit Debt ETF, Company Debt ETF, and Short-term Bond ETF collectively saw a net inflow of 17.8 billion yuan last week [6][8]. New ETF Products - The total market size of bond ETFs has surpassed 350 billion yuan, with two bond ETFs, Hai Fu Tong Short-term Bond ETF and Fu Guo Government Bond ETF, each exceeding 50 billion yuan in size, marking a significant milestone in the domestic bond ETF market [19]. - The development of Sci-Tech bond ETFs is seen as beneficial for broadening financing channels for technology innovation enterprises and enhancing market liquidity and pricing efficiency [20].