ETF周报：红利受资金关注，重视消费行业的配置机会

Investment Rating - The report indicates a focus on dividend strategies and emphasizes investment opportunities in the consumer sector [1]. Core Insights - The report highlights that the A-share market saw a mixed performance, with small-cap indices leading gains, particularly the CSI 2000 index which rose by 1.99% [45]. - It notes that 14 out of 31 industries reported positive weekly returns, with the retail trade sector leading at 6.17% [45]. - The report suggests a "barbell strategy" for asset allocation, recommending a focus on both dividend and technology sectors while emphasizing opportunities in the consumer industry [1]. Summary by Sections Market Performance - The core indices experienced an average decline of -0.58%, with the median at -0.98% [45]. - The top-performing industries included retail trade, textiles, media, social services, and light industry manufacturing, while non-bank financials and power equipment lagged behind [45]. ETF Fund Performance - Among ETF categories, commodity ETFs outperformed, followed by bond ETFs, with stock ETFs showing negative average returns [48]. - The report details that strategy-type ETFs had the least negative performance at -0.23%, while thematic ETFs had the worst at -0.90% [48]. Fund Flows - The report notes a net inflow of 27.34 billion yuan into stock ETFs, with significant inflows into scale-type ETFs, strategy-type ETFs, and industry-type ETFs [76]. - The top three industry-type ETFs by net inflow were focused on consumer sectors, securities, and pharmaceuticals [80]. Upcoming ETF Issuance - A total of 17 ETFs are set to be issued in the upcoming week, with 6 planned for immediate fundraising [1]. ETF Strategy - The report emphasizes that commodity ETFs, particularly those linked to gold, performed well, while the best-performing thematic ETFs were related to media and tourism [1].