关注重磅会议日历效应布局窗口，资金布局大宽基机遇，中证A500ETF（159338）上一交易日净流入超1.5亿元

Group 1 - The core viewpoint of the article highlights the historical calendar effect on A-shares around the Two Sessions, driven by market expectations for stable growth policies and active financing transactions [1] - Industries such as basic chemicals, non-ferrous metals, and building materials are expected to perform well before and after the Two Sessions, with a higher probability of price increases [1] - Following the conclusion of the Two Sessions, the implementation of stable growth policies is anticipated to further enhance the performance of cyclical sectors, leading to higher average returns [1] Group 2 - Compared to the CSI 300, the CSI A500 emphasizes industry balance and leading companies in specific sectors, offering a more diversified style and higher growth exposure, which provides a better Beta base during industrial structural upgrades [1] - The historical performance of the CSI A500 index shows a significant increase of 464.28% since its base date, outperforming the CSI 300 index, which increased by 361.15%, resulting in an excess return of 103.13% [1] - As of the mid-2025 report, the number of accounts for the Guotai CSI A500 ETF is the highest in its category, being more than three times that of the second-ranked ETF, indicating a growing interest among investors in the CSI A500 ETF (159338) [1]