Ge Long Hui·2025-09-30 09:44Core Viewpoint - The ETF market experienced significant inflows in September, with a total net inflow of 201 billion yuan, indicating strong investor interest in sector-specific ETFs, particularly in new energy and semiconductor themes [11][14]. Group 1: Market Performance - The Shanghai Composite Index closed at 3882.78 points, with expectations to reach 3900 points post-holiday [1]. - The top-performing indices in September included the ChiNext 50, ChiNext Index, Sci-Tech 50, and Sci-Tech 100, with respective gains of 14.40%, 12.04%, 11.48%, and 8.73% [4][5]. Group 2: ETF Performance - The top-performing ETFs in September were focused on new energy and semiconductors, with lithium battery ETFs and semiconductor equipment ETFs seeing gains exceeding 30% [6][7]. - The lithium battery ETF had a remarkable increase of 40%, while the battery ETF from Harvest Fund rose by 39.47% [7]. Group 3: Sector Inflows and Outflows - In September, the financial and military-themed ETFs underperformed, with several declining over 7% until a slight rebound in the last two days before the holiday [9][10]. - The AAA Sci-Tech bond, securities companies, and other indices saw significant inflows, while the Sci-Tech 50 and other major indices experienced notable outflows [14][15]. Group 4: Notable Companies - Contemporary Amperex Technology Co., Ltd. (CATL) surpassed Kweichow Moutai in total market capitalization, reaching 1833.784 billion yuan [1][2]. - The top companies by market capitalization included Industrial and Commercial Bank of China (26,017.66 billion yuan), Agricultural Bank of China (23,343.87 billion yuan), and China Mobile (22,632.90 billion yuan) [2].