基金市场与ESG产品周报20260202：周期主题ETF资金净流入规模扩大，国防军工主题基金净值表现不佳-20260202

• The report primarily focuses on the performance of various fund types, including equity funds, bond funds, and ESG products, during the week of January 26-30, 2025[1][3][4] - It highlights the net inflows and outflows of ETFs, with significant inflows observed in commodity ETFs and cyclical theme ETFs, while large-cap broad-based ETFs experienced substantial outflows[3][56][63] - ESG funds are categorized into themes such as "low carbon," "social responsibility," and "green," with a total of 211 ESG funds in the domestic market, amounting to a combined scale of 1560.47 billion yuan[4][74][78]