资金周报｜资金逆势布局券商，证券ETF龙头（159993）最新规模突破32亿（9/8-9/12）

Market Overview - The total scale of equity ETFs in the market reached 45,141.67 billion yuan, with an increase of 1,202.96 billion yuan in the past week and a net inflow of 184.66 billion yuan [1] - Industry and thematic ETFs saw a net inflow of 241.64 billion yuan, primarily driven by the battery storage sector, while broad-based and strategic ETFs experienced a net outflow of 221.56 billion yuan [1] Fund Inflow and Outflow Directions - In the broad-based and strategic ETF category, the top three inflow sectors were: CSI 500, Strategy-Dividend, and Free Cash Flow, while the top three outflow sectors were: Sci-Tech 50, CSI 300, and CSI 1000 [2] Key Focus Areas 1. The chemical ETF (159870) has surpassed 18.6 billion yuan in scale, ranking first in its category. The chemical industry is approaching a capacity investment cycle turning point, with macroeconomic improvements and potential interest rate cuts expected to boost demand [4] 2. The securities ETF leader (159993) has seen continuous net inflows for 13 consecutive days, with a net inflow of 2.97 billion yuan last week, bringing its total scale to over 3.2 billion yuan. The securities sector remains resilient despite recent market corrections [5] Sector Performance - The top five inflow sectors for industry and thematic ETFs were: Battery Storage, Securities, Innovative Drugs, Pan-Tech, and Chemicals, while the top five outflow sectors were: Semiconductor Chips, Artificial Intelligence, Photovoltaics, Consumer Electronics, and Computers [3]