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Market Overview - On October 23, both Hong Kong and A-share indices experienced a significant rise, with all major indices closing higher. Over half of the 1300+ ETFs in the market saw gains, with more than 100 ETFs rising over 1% [1] - The coal, chemical, and non-ferrous metal sectors performed particularly well, driving the positive performance of related ETFs. Notably, one coal ETF had a component stock that achieved eight consecutive trading days of gains [1][2] Coal Sector Performance - The coal sector led the market with a 1.75% increase, making it the top-performing sector among over 30 industry classifications. The coal ETF (515220) rose by 2.46%, ranking second in overall ETF performance [2] - Among the 30 component stocks of the coal ETF, 29 saw gains, with seven stocks hitting the daily limit up. Daya Energy, in particular, has experienced a cumulative increase of over 140% in just ten trading days [2] Fund Flows - On October 22, the ETF market saw a net inflow of approximately 2.5 billion yuan. Despite a significant drop in gold ETFs, these funds still attracted capital inflows, with gold-related ETFs collectively gaining a net inflow of 4.55 billion yuan [1][5] - Gold ETFs, including those linked to SGE gold and Shanghai gold indices, saw substantial net inflows, indicating continued investor interest despite market volatility [7][8] Innovation Drug Sector - ETFs focused on the innovative drug sector experienced notable declines, with many products seeing drops of over 10% since early September. Some ETFs that had previously doubled in value have now retraced to around 70% of their peak [5] - Despite the downturn, several innovative drug ETFs received net inflows, suggesting that investors are still interested in this sector. For instance, the Hang Seng Pharmaceutical ETF attracted over 700 million yuan in net inflows during its decline [5] ETF Performance Summary - The top-performing ETFs on October 23 included coal and chemical ETFs, with significant year-to-date gains. The Rare Metals ETF also showed strong performance, with a year-to-date increase of 69.23% [4] - Conversely, the innovative drug ETFs dominated the list of top decliners, with several experiencing significant drops in both daily and year-to-date performance [6] Investment Insights - Analysts suggest that the rise in the coal sector is driven by high coal prices and the asset's safe-haven characteristics amid market uncertainties. The increase in chemical and rare metal ETFs is attributed to global liquidity and expectations of rising resource prices [3] - Investment firms recommend maintaining a focus on high-growth sectors such as TMT, high-end equipment, and innovative drugs, while also considering cyclical opportunities in consumer sectors [10]