超30亿元，净流入！

Core Viewpoint - The stock ETF market experienced a net inflow of approximately 32 billion yuan on July 21, with industry-themed ETFs leading the inflows [1][2][3]. Summary by Sections Overall Market Performance - On July 21, the stock market opened high and continued to rise, with both the Shanghai Composite Index and the ChiNext Index reaching new highs for the year [1]. ETF Market Data - As of July 21, the total scale of 1,146 stock ETFs in the market reached 3.74 trillion yuan, with a total share increase of 3.123 billion shares on that day [3]. - The net outflow of funds for the stock ETF market was approximately 32.20 billion yuan [3]. Sector-Specific Inflows - Industry-themed ETFs saw a net inflow of 31.52 billion yuan, with the top five sectors being: - Hong Kong Financials: net inflow of 1.2 billion yuan - Infrastructure and Construction: net inflow of 1.16 billion yuan - Hong Kong Internet: net inflow of 990 million yuan - Sci-Tech Innovation Board 50: net inflow of 610 million yuan - Building Materials: net inflow of 530 million yuan [3]. Notable ETF Products - The top individual ETFs by net inflow included: - Hong Kong Internet ETF: net inflow of 969 million yuan - Hong Kong Securities ETF: net inflow of 624 million yuan - Infrastructure 50 ETF: net inflow of 598 million yuan [4]. - The latest scale of the ETFs managed by E Fund reached 671.44 billion yuan, with a daily increase of 5.23 billion yuan [4]. Recent Trends and Insights - Recent data indicated that the Hong Kong Securities Index saw a net inflow of over 2.4 billion yuan, while the Hong Kong Internet saw over 2 billion yuan [3]. - The construction of the Yaxi Hydropower Station, with an investment scale of 1.2 trillion yuan, is expected to boost energy infrastructure demand [6]. - The market for Hong Kong stocks remains active, with a high risk appetite and strong performance anticipated due to ample liquidity [6]. Outflows in Broader Market - Despite the overall inflow in stock ETFs, broad-based ETFs experienced a net outflow of 23.96 billion yuan, with the CSI A500 seeing the largest outflow of 1.581 billion yuan [8]. - The Southern Fund's CSI 1000 ETF had a net outflow exceeding 400 million yuan, indicating a trend of profit-taking among investors [8]. Investment Outlook - The CSI A500 index is viewed as a potential indicator of high-quality economic development in China, focusing on industry balance and leading enterprises [9].