ETF Industry News - The three major indices collectively rose, with the Shanghai Composite Index increasing by 0.65%, the Shenzhen Component Index by 1.21%, and the ChiNext Index by 1.5% [1][4] - Several ETFs in the non-ferrous metal sector saw significant gains, particularly rare metal ETFs, which rose by 7.49%, 7.32%, and 6.87% respectively [1][11] - Conversely, gold stock ETFs experienced declines, with decreases of 1.13%, 1.12%, and 0.92% [1] Market Performance - The overall performance of the metal sector has been strong, driven by factors such as the successful price recovery of polysilicon and the tightening of mining rights for lithium, cobalt, and rare earths [2] - The recent price increases in lithium and cobalt are attributed to independent factors such as export bans from the Democratic Republic of Congo and strategic shortages in rare earths [2] - The steel sector's trading logic is shifting from raw material discounts to a focus on supply contraction and declining raw material prices, which is expected to improve industry conditions [2] ETF Fund Flows - Since July, the Hong Kong Stock Connect ETFs have attracted over 25.4 billion yuan in net inflows, with a total of 64 billion yuan in the last three trading days alone [3] - The overall stock ETF market has seen a net inflow of approximately 6 billion yuan over three consecutive trading days [3] Sector Performance - In terms of sector performance, beauty care, non-ferrous metals, and steel ranked highest today, with daily increases of 3.1%, 2.78%, and 2.68% respectively [6] - Over the past five trading days, coal, steel, and construction materials have shown strong performance, with increases of 10.47%, 10.42%, and 9.73% respectively [6] ETF Categories - The average daily performance of various ETF categories indicates that thematic stock ETFs performed the best with an average increase of 1.41%, while commodity ETFs had the worst performance with an average decrease of 1.29% [9] - The top-performing ETFs today included rare metal ETFs, which had significant daily returns, while gold ETFs saw declines [11][12] Trading Volume - The top three ETFs by trading volume today were the A500 ETF, the Sci-Tech 50 ETF, and the CSI 300 ETF, with trading volumes of 4.168 billion yuan, 3.850 billion yuan, and 3.729 billion yuan respectively [14][15]
多只有色金属板块ETF大涨约7%丨ETF晚报
2 1 Shi Ji Jing Ji Bao Dao·2025-07-24 10:35