图解2025年上半年ETF涨幅榜、资金榜

Market Performance - A-shares ended the first half of the year with the Shanghai Composite Index rising by 2.76%, the Shenzhen Component Index by 0.48%, the ChiNext Index by 0.53%, the Sci-Tech 50 by 1.46%, and the North Exchange 50 by 39.45% [1] ETF Growth - The ETF market has seen significant growth over the past two years, with the total ETF scale approaching 4.3 trillion yuan, and the stock-type ETF scale surpassing 3 trillion yuan as of June 27 [2] - The continuous increase in stock-type ETF scale indicates a growing demand for core asset allocation in A-shares and reflects market confidence in China's economic recovery [3] Sector Performance - The first half of the year saw various hot sectors such as innovative drugs, humanoid robots, and new consumption driving market trends, with related thematic funds performing strongly [3] - The top-performing ETFs in the first half of 2025 included the Hong Kong Stock Connect Innovative Drug ETF, which rose by 59.31%, followed closely by other innovative drug ETFs [3] Fund Flows - The top 10 ETFs by net inflow as of June 27 included the CSI 300 ETF, which attracted 30.63 billion yuan, followed by the Gold ETF and Short-term Bond ETF with inflows of 23.23 billion yuan and 20.57 billion yuan respectively [5] - There was a significant outflow of over 10 billion yuan from the Hang Seng Medical ETF and the Sci-Tech 50 ETF, indicating a shift in investor sentiment [6] Market Outlook - Looking ahead to July, the market is expected to see a breakout in indices, with technology and non-bank sectors likely to outperform [6] - The current low-interest-rate environment and the accumulation of market gains in the first half of the year create favorable conditions for potential upward movement in indices [6][7] - The market is anticipated to maintain a bullish sentiment throughout the year, supported by macroeconomic policies and emerging industry highlights [7]