Market Overview - A-shares experienced mixed fluctuations from January 19 to January 23, with the CSI 300 index declining by 0.62% and the CSI A500 index increasing by 0.78% [1] - The ETF market showed a stark contrast, with significant inflows into gold, chemical, and technology chip ETFs, while large funds withdrew over 400 billion yuan from broad-based ETFs, reducing the total ETF scale below 6 trillion yuan [1][2] ETF Scale Changes - The total market ETF scale decreased by 2981.16 billion yuan this week, with stock ETFs shrinking by 3150.7 billion yuan, primarily due to a 4018.04 billion yuan drop in broad-based ETFs [2] - As of January 24, the total number of listed ETFs reached 1412, with 7 new ETFs launched this week [2][3] Performance of Specific ETFs - The CSI 300 index-linked ETFs saw a significant drop of 2579.72 billion yuan this week, with a total year-to-date decline exceeding 3300 billion yuan [4][8] - Gold ETFs experienced a surge, gaining 292.34 billion yuan, making them the top performers this week, while chemical sector ETFs also saw growth of over 100 billion yuan [5][15] Fund Management Changes - The top three fund management companies collectively lost over 800 billion yuan in ETF scale this week, with notable declines from Huaxia, E Fund, and Huatai-PB [9][13] - Conversely, Guotai Fund, relying on its gold ETF, saw a scale increase of nearly 100 billion yuan, moving up in rankings [9][13] Notable ETF Transactions - Several broad-based ETFs recorded significant trading volumes, with the Southbound CSI 1000 ETF achieving a transaction volume of 18.2 billion yuan, marking a new high since its listing [19] - The Hong Kong Stock Exchange announced the inclusion of 98 ETFs into the northbound stock connect, increasing the total number of products to 364 [18]
这类产品单周“失血”超4000亿元,ETF总规模跌破6万亿元丨ETF规模周报
Sou Hu Cai Jing·2026-01-25 02:44