上周股票ETF净流入超200亿元，沪深300罕见“吸金”居前

Market Overview - A-shares experienced a pullback last week, with the Shanghai-Shenzhen 300, CSI 500, and CSI 1000 indices showing weekly returns of -0.43%, 1.00%, and 1.18% respectively [1] Fund Flows - The ETF market saw a net inflow of 29.3 billion yuan last week, with stock ETFs contributing 23.426 billion yuan and cross-border stock ETFs adding 4.968 billion yuan. Conversely, commodity ETFs faced a net outflow of 5.963 billion yuan, while bond ETFs gained 13.052 billion yuan [2] - Specific index inflows included the Shanghai-Shenzhen 300, AAA Sci-Tech Bonds, CSI A500, Sci-Tech 50, 0-4 Year Government Bonds, Securities Companies, Hang Seng Technology, and Communication Equipment, which saw net inflows of 7.263 billion yuan, 7.235 billion yuan, 4.548 billion yuan, 3.242 billion yuan, 3.029 billion yuan, 2.962 billion yuan, 2.956 billion yuan, and 2.474 billion yuan respectively [2] ETF Performance - The median return for stocks was 0.30%, with 53% of stocks rising and 47% falling. Active equity funds had a median return of -0.05%, with 48% of funds increasing and 52% decreasing [9] - Major broad-based ETFs mostly declined, with the CSI 500 ETF slightly up, while the Sci-Tech 50 ETF saw a significant drop of -3.17%. In contrast, US ETFs like the NASDAQ and S&P 500 ETFs rose by 1.96% and 3.98% respectively [9] - Among industry ETFs, advanced manufacturing saw notable gains, with the photovoltaic ETF rising by 6.55%, and battery and new energy vehicle ETFs increasing by 5.80% and 4.86% respectively. Conversely, the chip and communication ETFs experienced declines of -4.40% and -2.47% [10] New ETF Products - Recently, three new products including the Huaxia Shanghai Stock Exchange 180 ETF were launched, while 24 products such as the Guoshou Anbao CSI A500 Dividend Low Volatility ETF were established. Additionally, two Brazilian market investment products are set to be launched soon [17] Industry News - The World Gold Council reported a 21% quarter-on-quarter increase in gold jewelry demand in China for Q3, although it still represented an 18% year-on-year decline. Overall retail gold investment and consumption demand reached 152 tons, down 7% year-on-year and 38% quarter-on-quarter [17] - Central Huijin and other entities saw their ETF holdings grow by over 200 billion yuan in a single quarter, maintaining support for the stock market [18][19] - Kweichow Moutai's position among funds has declined, dropping from the third-largest holding to the tenth-largest in just one quarter, reflecting a significant shift in investor sentiment [20]