资金周报｜资金逆市布局，规模最大化工ETF(159870)连续四个交易日实现资金净流入（10/9-10/10）

Market Overview - The total scale of equity ETFs in the market reached 47,740.75 billion yuan, with a decrease of 6.147 billion yuan in total scale over the past week and an increase of 34.671 billion shares, resulting in a net inflow of 46.317 billion yuan [1] - Industry and thematic ETFs saw the highest net inflow of 35.999 billion yuan, primarily driven by the semiconductor sector, while broad-based and strategic ETFs experienced a net outflow of 24.341 billion yuan [1] Fund Inflow and Outflow Direction - The top three sectors for net inflow in broad-based and strategic ETFs were: - Sci-Tech Innovation 20: 5.212 billion yuan - ChiNext: 2.950 billion yuan - CSI 300: 2.641 billion yuan - The top three sectors for net outflow were: - CSI A500: -6.424 billion yuan - CSI 1000: -1.119 billion yuan - Free Cash Flow: -0.399 billion yuan [2] Industry and Thematic ETFs - The top five sectors for net inflow in industry and thematic ETFs were: - Semiconductor: 8.507 billion yuan - Battery Storage: 6.933 billion yuan - Nonferrous Metals: 5.118 billion yuan - Securities: 3.630 billion yuan - Artificial Intelligence: 2.191 billion yuan - The top five sectors for net outflow were: - Communication: -1.281 billion yuan - Pan-Medicine: -0.204 billion yuan - Low-Carbon Environmental Protection: -0.160 billion yuan - Automotive: -0.141 billion yuan - Coal: -0.117 billion yuan [3][4] Key Focus Areas 1. The largest chemical ETF (159870) saw a net subscription of over 600 million shares, marking four consecutive trading days of net inflow. This is supported by a government plan aiming for an average annual growth of over 5% in the petrochemical industry from 2025 to 2026 [5] 2. The leading securities ETF (159993) recorded a net subscription of 12.8 million shares, also experiencing four days of net inflow. The capital market has shown a positive trend this year, with securities firms actively pursuing capital replenishment to seize development opportunities [6]