指数化投资周报:12家申报中证科创创业机器人ETF,科技TMT板块ETF回暖-20251201
- Report Industry Investment Rating - Not provided in the report 2. Core Viewpoints of the Report - The ETFs in the technology TMT sector are warming up, with a large number of index products being established, raised, and declared, and the US stock ETFs leading in terms of gains [1][3][13] 3. Summary According to the Table of Contents 3.1 Index Product Establishment, Raising, and Declaration - Product Establishment and Listing: 8 ETF products, including Morgan Hang Seng Hong Kong Stock Connect 50 ETF and Boshi Industrial Software ETF, were listed, and 17 products, including Chuangjin Hexin CSI A500 Index Enhancement A and Penghua CSI 500 Index Quantitative Enhancement A, were established [1][6] - Product Issuance Information: 15 index products, such as Xingquan CSI 300 Quality ETF, will end their raising in the next week, and 13 index products, including Fuguo Hang Seng Biotechnology ETF, will start their raising [1][8] - Product Declaration Information: A total of 60 index products were declared in the recent week, among which 28 science - innovation - board theme products accounted for half. 12 fund companies, including Southern and E Fund, declared the CSI Science - Innovation and Entrepreneurship Robot ETF [2][10] 3.2 ETF Market Review - Overall Market Performance: Most of the major broad - based ETFs in the A - share market rose, with the GEM 50 ETF and the Science and Technology Innovation 50 ETF rising by 4.65% and 3.22% respectively; the Hang Seng Internet rose by 3.11%; the major broad - based ETFs in the US stock market had prominent gains, with the Nasdaq ETF rising by 4.99% and the S&P 500 ETF rising by 4.59%; the gold ETF rose by 2.55% [3][13] - Industry - Specific Performance: Most of the major industry ETFs in the A - share market rose. The technology sector had relatively high gains, with the communication ETF rising by 8.85%, and the electronics ETF and the chip ETF rising by 5.23% and 4.73% respectively [3][16] - Cross - border ETF Performance: All the major broad - based indexes in the cross - border markets rose, with the China - South Korea Semiconductor and the Nasdaq 100 rising by 5.17% and 4.93% respectively. Huatai - Peregrine CSI KRX China - South Korea Semiconductor ETF led the gains with a 7.66% increase [19] 3.3 ETF Fund Flows - Overall Scale: As of November 28, 2025, there were 1369 ETFs in the whole market, with a total scale of 56886.98 billion yuan, an increase of 850.44 billion yuan from the previous week. The A - share ETFs and cross - border ETFs ranked in the top two in terms of scale [25] - Fund Inflows and Outflows: Among the non - currency ETFs, the ETFs with the Shanghai - listed Market - Making Treasury Bonds as the underlying had the largest net fund inflows of 29.42 billion yuan, while the ETFs tracking the GEM Index had the largest net outflows of 68.67 billion yuan [3][29] - High - Inflow and High - Liquidity ETFs: Huaxia Shanghai Benchmark Market - Making Treasury Bond ETF and Dacheng CSI AAA Science and Technology Innovation Corporate Bond ETF had relatively high fund inflows, with 29.42 billion yuan and 24.26 billion yuan respectively. Haifutong CSI Short - Term Notes ETF and Boshi CSI Convertible Bonds and Exchangeable Bonds ETF had high liquidity, with average daily trading volumes of 230.10 billion yuan and 100.05 billion yuan respectively [32]