Workflow
又有资金进场
Zhong Guo Ji Jin Bao·2025-07-08 07:39

Core Insights - On July 7, the stock ETF market experienced a net inflow of 187 million yuan despite ongoing market fluctuations, with total trading volume reaching 1.21 trillion yuan [1][2] - Overall, stock ETFs have seen a net outflow exceeding 7 billion yuan since the beginning of July [1][6] Fund Flow Analysis - As of July 7, there are 1,137 stock ETFs in the market, with a total scale of 3.59 trillion yuan [2] - On July 7, 15 stock ETFs recorded net inflows exceeding 100 million yuan, with the top three being the E Fund China Concept Internet ETF, ICBC Credit Suisse Hong Kong Technology 30 ETF, and FT Fund Hong Kong Internet ETF, each attracting around 300 million yuan [2] - The sectors attracting the most inflow on July 7 included Hong Kong technology (1.08 billion yuan), China concept internet (580 million yuan), pharmaceuticals (380 million yuan), and STAR Market 50 (370 million yuan) [2] Performance of Major Funds - On July 7, E Fund's China Concept Internet ETF saw a net inflow of 480 million yuan, while the ChiNext ETF had a net inflow of 260 million yuan [3] - The largest power-related ETF, managed by GF Fund, has seen significant growth, with its scale increasing from 1.5 billion yuan at the beginning of the year to 3.229 billion yuan as of July 7 [3] Outflow Analysis - On July 7, 12 stock ETFs experienced net outflows exceeding 100 million yuan, with the China Securities A500 ETF, CSI 300 ETF, and SSE 50 ETF leading in outflows [6] - The total net outflow for stock ETFs in July has surpassed 7 billion yuan, with significant losses observed in broad-based ETFs like the China Securities A500 ETF and CSI 300 ETF [6] Market Outlook - According to Wan Jia Fund, the current domestic fiscal and monetary policy space remains substantial, suggesting that major indices are unlikely to experience significant downward risks [6] - The manager of GF Hang Seng Hong Kong Technology Theme ETF highlighted the investment value in AI and semiconductor sectors, indicating a focus on long-term growth opportunities [7]