多只宽基指数ETF份额创近一年新低 资金反手涌入这些行业主题板块

Market Overview - The stock indices showed mixed performance this week, with a total net outflow of 326.51 billion yuan from stock ETFs and cross-border ETFs in the Shanghai and Shenzhen markets [1] - The Shanghai Composite Index closed at 4136.16 points, up 0.83% for the week, while the Shenzhen Component Index closed at 14439.66 points, up 1.11% [1] ETF Performance - The broad-based index ETFs experienced significant net outflows, with the CSI 300-related ETFs seeing a net outflow of 237.3 billion yuan, while only the CSI 2000-related ETFs recorded a net inflow [4] - The ten largest broad-based index ETFs had a combined net outflow of 329.608 billion yuan, with the Huatai-PB CSI 300 ETF alone seeing a net outflow of 72.445 billion yuan [6] Sector Analysis - Sector-specific ETFs such as those related to power grid equipment and chemicals attracted significant inflows, while satellite and securities-related ETFs faced substantial sell-offs [1][9] - The power grid equipment ETF saw a net inflow of 7.826 billion yuan, and the chemical ETF attracted 5.699 billion yuan, indicating strong investor interest in these sectors [9] Fund Flow Dynamics - A total of 29 ETFs had transaction volumes exceeding 10 billion yuan this week, indicating robust trading activity [16] - There were 25 industry-themed ETFs that experienced net outflows exceeding 1 billion yuan, with the satellite ETF, securities ETF, and aquaculture ETF being the most affected [12] Future Outlook - Analysts suggest that the upcoming "14th Five-Year Plan" industrial guidelines, along with overseas liquidity easing and domestic policy support, will continue to provide support for the A-share market [8] - The power grid equipment sector is expected to maintain high prosperity due to increased domestic investment and overseas demand growth [14]