Group 1 - The mining, non-ferrous metals, and satellite-themed ETFs have all risen over 3% on December 26, with the year-to-date return of ETFs tracking the non-ferrous mining index doubling [1][14] - The satellite ETF (159206) has seen a cumulative increase of over 32% in December, with a net inflow exceeding 2.5 billion yuan, and its latest scale has rapidly increased to over 4.8 billion yuan, doubling since the beginning of the month [2][12][21] - The total scale of the A500 ETF is approaching 300 billion yuan, while the total scale of domestic ETFs is about to surpass 6 trillion yuan [3][13][24] Group 2 - The Hong Kong Stock Connect ETFs experienced a suspension of subscriptions from December 24 to December 26 due to the Hong Kong market closure, leading to a surge in premium rates [1][15][17] - The Hang Seng ETF (159312) rose over 16% during this period, with a premium rate soaring to over 17%, marking a historical high [1][15] - The semiconductor equipment and optical module sectors have shown weaker performance, with multiple ETFs tracking semiconductor materials and equipment indices declining over 1% [2][18] Group 3 - The A500 ETF fund (512050) achieved a record daily trading volume exceeding 15 billion yuan on December 26, while the A500 ETF Huatai-PB (563360) has seen trading volumes surpassing 10 billion yuan for 11 consecutive trading days [5][19] - Recent inflows into the A500 ETF and the Sci-Tech Bond ETF have slowed down, indicating a potential shift in market dynamics [6][20][21] - The A500 ETF has seen net inflows of over 13 billion yuan on multiple occasions, but this has decreased to around 6 billion yuan recently [21]
资金加仓!规模骤增两倍
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang·2025-12-26 12:54