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ETF日报-A股三大股指集体收涨，市场规模最大化工ETF(159870)前两个交易日净申购超10亿份（0930）
Sou Hu Cai Jing·2025-10-09 02:09

Market Overview - On September 30, A-shares saw all three major indices rise, with the Shanghai Composite Index up by 0.52%, the Shenzhen Component Index up by 0.35%, and the ChiNext Index remaining unchanged [1] - The STAR 100 Index led the gains with an increase of 2.77%, while the total number of stocks rising in the market reached 2,660 [1] - Hong Kong's main indices also experienced collective gains, with the Hang Seng Tech Index rising by 2.24% [1] ETF Market Activity - The ETF market showed a net inflow of 222.13 billion RMB on September 30, with all major categories of ETFs experiencing net inflows [7] - Bond ETFs, cross-border ETFs, and stock ETFs were the main contributors to the inflow, with net inflows of 92.07 billion RMB, 65.23 billion RMB, and 47.24 billion RMB respectively [7] - Among stock ETFs, thematic and industry ETFs saw significant inflows of 53.17 billion RMB and 41.06 billion RMB, while broad-based stock ETFs experienced a net outflow of 47.68 billion RMB [8] Sector Performance - In terms of sector performance, non-ferrous metals (3.22%), defense and military industry (2.59%), and real estate (2.12%) were the top gainers, while telecommunications (-1.83%), non-bank financials (-1.14%), and comprehensive sectors (-1.06%) faced declines [6] - The chemical sector saw a strong performance on September 30, with a notable increase in the chemical ETF (159870) by 1.68% and a net subscription of 420 million RMB [11] Capital Flow Insights - The top sectors for capital inflow on September 30 included the CSI A500 (+3.09 billion RMB), battery storage (+2.47 billion RMB), and semiconductor chips (+1.69 billion RMB) [9] - Conversely, the CSI 50 index experienced the largest capital outflow of 2.03 billion RMB [9] Notable Developments - The non-ferrous metals sector is expected to benefit from a recent government initiative aimed at promoting the consumption of high-end aluminum, copper, and magnesium alloys, alongside a tightening global copper supply [11] - In the tech sector, the release of the DeepSeek-V3.2-Exp model is seen as a significant advancement, reducing costs for developers by over 50% [12]