资金流向和中短线指标体系跟踪（十七）：上半年，汇金买了哪些ETF？

Group 1: ETF Holdings and Trends - As of mid-2025, Huijin holds A-share ETFs totaling 1.29 trillion yuan, accounting for 42% of the total A-share ETF market[7] - Huijin's holdings in broad-based ETFs amount to 1.28 trillion yuan, an increase of 236.3 billion yuan from the end of 2024[9] - Industry and thematic ETFs held by Huijin are valued at 4.64 billion yuan and 2.28 billion yuan, respectively, with increases of 450 million yuan and 80 million yuan compared to the end of 2024[9] Group 2: Macro and Micro Liquidity - The central bank's net injection in the open market reached 496.1 billion yuan, maintaining a balanced and loose liquidity environment[19] - Money market rates have increased but remain within a controllable range, with R007 and DR007 rates rising by 3.3bp and 4.9bp, respectively[22] - A-share market saw a significant increase in trading volume, with daily average trading amount reaching 29.83 billion yuan, a 15.3% increase from the previous period[26] Group 3: Market Sentiment and Fund Flows - Retail investor sentiment is warming up, with net inflows of 113.4 billion yuan from retail investors, a 10.2% increase from the previous period[34] - Leverage funds saw a net inflow of 105.3 billion yuan, marking a new high for the year, with the financing balance reaching 2.25 trillion yuan[38] - Foreign capital inflows increased, with the northbound trading volume averaging 387.6 billion yuan, a rise of 53.6 billion yuan from the previous period[42]