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资金周报｜资金连续流入券商，证券ETF龙头（159993）最新规模突破36亿（9/15-9/19）
Sou Hu Cai Jing·2025-09-23 07:48

Market Overview - The total scale of equity ETFs in the market reached 45,502.08 billion yuan, with an increase of 329.75 billion yuan in total scale over the past week and a net inflow of 251.69 billion yuan [1] - Industry and thematic ETFs saw a net inflow of 271.60 billion yuan, primarily driven by inflows into the securities sector, while broad-based and strategic ETFs experienced a net outflow of 149.58 billion yuan [1] Fund Inflow and Outflow Directions - In the broad-based and strategic ETF category, the top three sectors for net inflow were the ChiNext, strategy-dividend, and Sci-Tech 100, while the top three sectors for net outflow were Sci-Tech 50, CSI 300, and CSI A500 [2] - For industry and thematic ETFs, the top five sectors for net inflow were securities, pan-technology, non-ferrous metals, innovative drugs, and battery storage, while the top five sectors for net outflow were computer, medical services and devices, state-owned enterprises, photovoltaic, and artificial intelligence [2] Key Focus Areas - The chemical ETF (159870) had an average daily trading volume of 9.57 billion yuan, responding positively to the "anti-involution" call, with the Ministry of Industry and Information Technology emphasizing the need to improve the industry’s competitive landscape [4] - The securities ETF leader (159993) has seen net inflows for 16 consecutive days, with a net inflow of 2.45 billion yuan last week, bringing its latest scale to over 36 billion yuan [5] Sector Performance - The top five sectors for net inflow in the industry and thematic ETFs included securities (117.39 billion yuan), pan-technology (43.68 billion yuan), non-ferrous metals (30.03 billion yuan), innovative drugs (20.31 billion yuan), and battery storage (16.46 billion yuan) [3] - The sectors with the largest net outflows included artificial intelligence (-4.31 billion yuan), photovoltaic (-4.66 billion yuan), state-owned enterprises (-5.28 billion yuan), medical services and devices (-6.51 billion yuan), and computer (-9.25 billion yuan) [3]