Group 1: Market Overview - A-shares experienced a strong rebound on February 4, with active performances in coal, energy, and gold sectors, as well as strong resource-related ETFs [1][3] - Multiple bond ETFs saw active trading, with short-term bond ETF Hai Futong (511360) and Yin Hua Ri Li ETF (511880) each exceeding 10 billion yuan in daily trading volume [2][7] Group 2: ETF Performance - Resource-themed ETFs led the gains, with coal ETFs rising over 9% and energy ETFs increasing by more than 5% [3][4] - The chemical ETF (159870) recorded a net inflow of 14.584 billion yuan from January 1 to February 3, ranking first in the market [2][9] Group 3: Sector Insights - The coal sector is experiencing a tight supply-demand balance, with prices stabilizing and rising, prompting recommendations to focus on high-dividend coal stocks [5] - The photovoltaic sector saw significant gains, driven by recent visits from Elon Musk's team to Chinese photovoltaic companies, boosting related ETFs [6] Group 4: Investment Trends - There has been a notable inflow of funds into technology and securities ETFs, despite recent market corrections in these sectors [2][10] - Over 10 billion yuan has been invested in dividend-related ETFs in the past month, with a focus on those combining Hong Kong stocks, state-owned enterprises, and dividends [11]
资金涌入，这类ETF！
Zhong Guo Zheng Quan Bao·2026-02-04 13:21