本周超1000亿资金涌进ETF，股票ETF净流入近300亿，中证A500罕见“吸金”

Market Overview - The market experienced fluctuations this week, with the Shanghai Composite Index primarily oscillating, while the Shenzhen Component and ChiNext Index reached new highs before a pullback on Friday. The STAR Market indices led the gains, with the STAR 50 Index and STAR Composite Index rising by 6.47% and 2.99% respectively, while the ChiNext 50 and ChiNext Index increased by 2.5% and 1.96%. Trading volume significantly decreased to around 2-2.4 trillion yuan [1]. Index Performance - The performance of various indices in the first half of the year showed the following changes: - STAR 50 Index: +6.47% - STAR Composite Index: +2.99% - ChiNext 50: +2.50% - ChiNext Index: +1.96% - CSI A500: +1.19% - CSI A50: +1.17% - SSE 50: +1.07% - CSI 300: +1.07% - Shenzhen Component: +1.06% - CSI 500: +0.98% - STAR 100: +0.90% - Shanghai Composite Index: +0.21% - Hang Seng Index: -1.57% - Hang Seng Tech Index: -1.58% - Hang Seng China Enterprises Index: -1.79% [2]. Sector Performance - From the perspective of Shenwan's first-level industries, the sectors of power equipment, non-ferrous metals, electronics, environmental protection, and media saw the highest gains, while social services, comprehensive, commercial retail, light industry manufacturing, textile and apparel, and food and beverage sectors experienced the largest declines [3]. ETF Market Dynamics - On September 24, the second batch of 14 STAR bond ETFs was launched, attracting over 60 billion yuan in net inflows on the first day. This led to a total net inflow of 1144.85 billion yuan in the ETF market for the week, with bond ETFs contributing 779.36 billion yuan and stock ETFs 290.67 billion yuan. The trend of net outflows from broad-based ETFs and net inflows into thematic industry ETFs continued, with significant inflows into semiconductor, robotics, and non-bank financial ETFs [5][6]. Notable Inflows and Outflows - The following indices saw significant net inflows: - AAA STAR Bonds: 657.05 billion yuan - Shanghai AAA STAR Bonds: 157.57 billion yuan - CSI A500: 104.80 billion yuan - Semiconductor Materials and Equipment: 42.39 billion yuan - STAR Chips: 33.87 billion yuan - Robotics: 30.62 billion yuan [8]. - Conversely, the following indices experienced notable net outflows: - CSI 300: -48.18 billion yuan - STAR 50: -26.41 billion yuan - Policy Financial Bonds: -20.20 billion yuan [12][14]. ETF Performance - The semiconductor equipment ETFs showed strong weekly performance, with the following gains: - Semiconductor Equipment ETF (E Fund): +16.18% - Chip Equipment ETF: +16.00% - Semiconductor Equipment ETF: +15.93% - Semiconductor Materials ETF: +15.35% [16][18]. New ETF Listings - A total of 21 new ETFs were launched this week, including 7 stock ETFs and 14 STAR bond ETFs, with a total issuance scale of 6.297 billion yuan. Additionally, 11 new ETFs were established, raising a total of 4.577 billion yuan [24].