分市场来看，沪市两融余额为10081.88亿元，一周增加205.51亿元，其中，融资余额一周增加204.83亿 元，融券余额一周增加6748.02万元；深市两融余额9654.34亿元，一周增加118.50亿元，融资余额一周 增加119.23亿元，融券余额一周减少7285.22万元；北交所两融余额为62.35亿元，一周增加2805.04万 元，其中，融资余额一周增加2781.08万元，融券余额一周增加23.96万元。（数据宝） 一周深沪北两融余额变动 | 日期 | 两融余额 | 两融余额环比增 | 融资余额 | 融资余额环比增 | 融券余额 | 融券余额环比增 | | --- | --- | --- | --- | --- | --- | --- | | | （亿元） | 减（亿元） | （亿元） | 减（亿元） | （亿元） | 减（亿元） | | 2025.08.01 | 19798.57 | -49.69 | 19662.74 | -47.53 | 135.83 | -2.16 | | 2025.07.31 | 19848.27 | 0.79 | 19710.27 | 4.32 | 137.99 | -3 ...

（原标题：两市ETF融券余额环比减少9036.27万元） 最新两市ETF两融余额为997.40亿元，环比上一交易日减少4.31亿元，其中，ETF融资余额环比减少3.41 亿元，融券余额环比减少9036.27万元。 证券时报•数据宝统计显示，截至8月1日，两市ETF两融余额为997.40亿元，较上一交易日减少4.31亿 元，环比减少0.43%，其中，ETF融资余额为935.72亿元，较上一交易日减少3.41亿元，环比减少 0.36%。 具体来看，深市ETF最新两融余额321.45亿元，较上一日减少1.42亿元，ETF融资余额313.39亿元，环比 减少1.19亿元，融券余量4.80亿份，环比减少1094.48万份，降幅2.23%，ETF最新融券余额8.06亿元，环 比减少2376.54万元。沪市ETF最新两融余额675.95亿元，较上一日减少2.89亿元，ETF融资余额622.34 亿元，环比减少2.22亿元，融券余量18.23亿份，环比减少1721.34万份，降幅0.94%，ETF最新融券余额 53.61亿元，环比减少6659.74万元。 相关标的ETF中，最新融资余额超亿元的有104只，融资余额最多的是华安 ...

具体来看，7月30日有221只ETF获融资净买入，其中，易方达创业板ETF获融资净买入额居首，净买入 2.22亿元；融资净买入金额居前的还有博时中证可转债及可交换债券ETF、华夏上证科创板50ETF、海 富通中证短融ETF、华宝中证银行ETF、广发中证香港创新药ETF、银华国证港股通创新药ETF等，净 买入额分别为1.15亿元、6918.96万元、6306.08万元、5086.2万元、4992.58万元、4540.41万元。 Wind统计显示，截至7月30日，沪深两市ETF两融余额为1047.59亿元，较上一交易日增加1.81亿元。其 中，ETF融资余额为983.86亿元，较上一交易日增加1.78亿元；ETF融券余额为63.73亿元，较上一交易 日增加0.03亿元。 （文章来源：证券时报网） ...

Core Viewpoint - The margin trading balance in the Shanghai, Shenzhen, and Beijing stock exchanges has reached 1.947429 trillion yuan as of July 25, marking a continuous increase for five weeks and the highest weekly increase since February 14, 2025 [1] Margin Trading Overview - The total margin trading balance increased by 45.093 billion yuan compared to the previous week, with a financing balance of 1.933841 trillion yuan, which also saw an increase of 44.673 billion yuan [1] - The securities lending balance reached 13.588 billion yuan, with a weekly increase of 420 million yuan [1] ETF Trading Insights - The latest ETF margin trading balance is 99.456 billion yuan, reflecting a weekly increase of 533 million yuan, with ETF financing balance at 93.569 billion yuan, up by 336 million yuan [1] - The ETF securities lending balance is 5.888 billion yuan, increasing by 197 million yuan over the week [1] Market Breakdown - In the Shanghai market, the margin trading balance is 98.7638 billion yuan, with a weekly increase of 2.6276 billion yuan, and the financing balance increased by 2.5998 billion yuan [1] - The Shenzhen market's margin trading balance is 95.3585 billion yuan, with a weekly increase of 1.8534 billion yuan, and the financing balance rose by 1.8392 billion yuan [1] - The Beijing Stock Exchange's margin trading balance is 6.207 billion yuan, with a weekly increase of 28.3 million yuan, and the financing balance increased by 28.4 million yuan [1]

最新两市ETF两融余额为1038.41亿元，环比上一交易日增加33.26亿元，其中，ETF融资余额环比增加 31.43亿元，融券余额环比增加1.83亿元。 | 代码 | 简称 | 最新融资余 | 环比 | | | 最新融资 | 环比 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 额（万元） | （%） | 代码 | 简称 | 余额（万 | （%） | | | | | | | | 元） | | | 589500 | 科创综指ETF工银 | 34.86 | 355585.71 | 159359 | 华安中证 | 16.96 | -81.02 | | | | | | | A500ETF | | | | 589990 | 科创板综 | 85.22 | 16811.09 | 159830 | 天弘上海金ETF | 122.01 | -59.33 | | 589770 | 招商上证科创板综 | 13.78 | 8518.57 | 589660 | 南方上证科创板 | 40.49 | -47.03 | | | 合ETF | | | | 综合ETF | | ...

Core Viewpoint - The latest ETF margin balance in the two markets is 98.923 billion yuan, showing a slight decrease compared to the previous week, indicating a mixed trend in ETF financing and securities lending activities [1][2]. Group 1: Overall ETF Margin Balance - The total ETF margin balance is 98.923 billion yuan, down by 1.04 billion yuan from the previous week, a decrease of 0.11% [1][3]. - The ETF financing balance is 93.233 billion yuan, which increased by 5.808 million yuan, reflecting a growth of 0.01% [1][3]. - The ETF securities lending balance is 5.691 billion yuan, decreasing by 1.10 billion yuan, a decline of 1.89% [1][3]. Group 2: Market-Specific ETF Margin Balance - In the Shenzhen market, the ETF margin balance is 32.578 billion yuan, down by 6.67 billion yuan, a decrease of 2.01% [1][3]. - The financing balance in the Shenzhen market is 31.837 billion yuan, down by 6.223 billion yuan, a decline of 1.92% [1][3]. - The securities lending balance in the Shenzhen market is 740 million yuan, decreasing by 444.571 million yuan, a drop of 5.66% [1][3]. Group 3: Shanghai Market ETF Margin Balance - In the Shanghai market, the ETF margin balance is 66.346 billion yuan, increasing by 5.63 billion yuan, an increase of 0.86% [2][3]. - The financing balance in the Shanghai market is 61.396 billion yuan, up by 6.29 billion yuan [2][3]. - The securities lending balance in the Shanghai market is 4.950 billion yuan, decreasing by 654.416 million yuan, a decline of 1.30% [2][3]. Group 4: Notable ETFs and Changes - Among the ETFs, 104 have financing balances exceeding 100 million yuan, with the highest being Huaan Gold ETF at 7.571 billion yuan [4]. - Eight ETFs saw financing balances increase by over 50 million yuan, with the top three being Bosera Sci-Tech AI ETF, Bosera Convertible Bond ETF, and Harvest SSE Sci-Tech Chip ETF, which increased by 2.13 billion yuan, 1.56 billion yuan, and 1.11 billion yuan respectively [4]. - Nine ETFs experienced a decrease in financing balances exceeding 50 million yuan, with the largest declines seen in E Fund ChiNext ETF, Huaxia SSE 50 ETF, and Huaxia Hang Seng ETF, which decreased by 2.01 billion yuan, 1.97 billion yuan, and 1.72 billion yuan respectively [4]. Group 5: Margin Lending Changes - The latest securities lending balances are led by Southern CSI 1000 ETF, Southern CSI 500 ETF, and GF CSI 1000 ETF, with balances of 1.970 billion yuan, 1.553 billion yuan, and 338 million yuan respectively [8]. - The largest increases in securities lending balances were seen in Fortune CSI A500 ETF, Bosera Convertible Bond ETF, and Southern CSI 1000 ETF, which increased by 46.756 million yuan, 24.079 million yuan, and 8.939 million yuan respectively [9]. - The largest decreases in securities lending balances were in Southern CSI 500 ETF, Huaxia CSI 1000 ETF, and Huaxia SSE 50 ETF, which decreased by 1.20 billion yuan, 51.978 million yuan, and 12.454 million yuan respectively [8][9].

Core Points - The total margin balance of ETFs in the two markets reached 99.482 billion yuan, an increase of 139 million yuan compared to the previous trading day, reflecting a 0.14% increase [1] - The financing balance of ETFs increased by 78.2872 million yuan, while the margin balance also saw an increase of 60.7306 million yuan [1] Group 1: ETF Margin Balance - The latest margin balance for the Shenzhen market is 32.835 billion yuan, up by 13.5 million yuan, with a financing balance of 32.092 billion yuan, increasing by 12 million yuan [1] - The Shanghai market's latest margin balance is 66.647 billion yuan, with a slight increase of 3.5417 million yuan, while the financing balance decreased by 41.5326 million yuan [1] Group 2: ETF Financing Balances - There are 103 ETFs with financing balances exceeding 100 million yuan, with the highest being Huaan Gold ETF at 7.573 billion yuan, followed by E Fund Gold ETF and Huaxia Hang Seng ETF at 6.689 billion yuan and 4.481 billion yuan respectively [2] - The ETFs with the highest percentage increase in financing balance include the Sci-Tech Innovation Index ETF from ICBC, Tianhong SSE Sci-Tech Innovation Board Comprehensive ETF, and Bosera CSI A500 ETF, with increases of 245,381.63%, 828.16%, and 502.74% respectively [2] Group 3: Financing Net Inflows and Outflows - The ETFs with the highest net inflows include Bosera Convertible Bond ETF, E Fund CSI Overseas China Internet 50 (QDII-ETF), and Southern CSI 1000 ETF, with net inflows of 110 million yuan, 69.5852 million yuan, and 52.2125 million yuan respectively [4] - The ETFs with the highest net outflows include Huaxia SSE Sci-Tech Innovation Board 50 Component ETF, E Fund ChiNext ETF, and E Fund CSI Hong Kong Securities Investment Theme ETF, with net outflows of 111 million yuan, 78.0008 million yuan, and 73.8633 million yuan respectively [4] Group 4: Margin Trading and Securities Lending - The latest margin balance for the top ETFs includes Southern CSI 1000 ETF, Southern CSI 500 ETF, and Guangfa CSI 1000 ETF, with balances of 2.007 billion yuan, 1.639 billion yuan, and 346 million yuan respectively [5] - The ETFs with the highest increase in margin balance include Southern CSI 1000 ETF, Huatai-PineBridge SSE 300 ETF, and Huaxia CSI 1000 ETF, with increases of 19.0488 million yuan, 17.1604 million yuan, and 13.9308 million yuan respectively [5]

Summary of Key Points Core Viewpoint - The latest data indicates an increase in the ETF margin balance across the two markets, reflecting a growing interest in ETF financing and trading activities. Group 1: ETF Margin Balance Overview - As of July 11, the total ETF margin balance reached 99.11 billion yuan, an increase of 614 million yuan from the previous trading day, representing a 0.62% increase [1] - The ETF financing balance specifically was 93.31 billion yuan, up by 689 million yuan, which is a 0.74% increase [1] - The Shenzhen market's ETF margin balance was 33.27 billion yuan, increasing by 219 million yuan, while the Shanghai market's balance was 65.84 billion yuan, up by 395 million yuan [1] Group 2: Notable ETFs by Financing Balance - Among the ETFs, the top financing balance was held by Huabao Gold ETF at 7.59 billion yuan, followed by E Fund Gold ETF and Huaxia Hang Seng ETF with balances of 6.75 billion yuan and 4.63 billion yuan respectively [2] - Significant increases in financing balance were observed in the following ETFs: Bosera CSI A500 ETF (6916.46%), Huasheng 300 ETF Yongying (6076.50%), and Huasheng 300 ETF Fund (1125.79%) [2][3] - Conversely, the largest decreases were seen in A500 ETF Industrial Bank (-94.05%), Hai Fudong Shanghai Benchmark Market Company Bond ETF (-78.38%), and Southern Shanghai Stock Science and Technology Board Comprehensive ETF (-77.23%) [2][3] Group 3: Net Buying and Selling Trends - The top net buying amounts were recorded for E Fund CSI Hong Kong Securities Investment Theme ETF (175 million yuan), Jiashi Shanghai Science and Technology Board Chip ETF (167 million yuan), and Huaxia Shanghai 50 ETF (127 million yuan) [4] - The largest net selling amounts were from GF CSI Hong Kong Innovative Medicine (QDII-ETF) (-85.42 million yuan), Hai Fudong CSI Short-term Bond ETF (-71.29 million yuan), and E Fund CSI Overseas Chinese Internet 50 (QDII-ETF) (-41.47 million yuan) [4][5] Group 4: Margin Trading and Short Selling - The leading ETFs in terms of short selling balance included Southern CSI 1000 ETF (1.96 billion yuan), Southern CSI 500 ETF (1.67 billion yuan), and Huaxia CSI 1000 ETF (388 million yuan) [5] - The highest increases in short selling balance were noted for Southern CSI 1000 ETF (11.71 million yuan), Bosera Convertible Bond ETF (2.30 million yuan), and GF CSI 1000 ETF (1.61 million yuan) [7] - The largest decreases were seen in Southern CSI 500 ETF (-92.71 million yuan), Huatai-PB Huasheng 300 ETF (-8.13 million yuan), and Huabao CSI Bank ETF (-1.85 million yuan) [7]

Group 1 - The total margin balance of the Shanghai, Shenzhen, and Beijing stock exchanges reached 1,875.794 billion yuan as of July 11, showing an increase of 22.868 billion yuan compared to the previous week, marking the third consecutive week of increase [1] - The financing balance was 1,862.586 billion yuan, with a weekly increase of 22.539 billion yuan, also the third consecutive week of increase, while the margin trading balance was 132.08 billion yuan, increasing by 0.328 billion yuan [1] - The latest market ETF margin balance was 99.108 billion yuan, with a weekly increase of 0.509 billion yuan, where the ETF financing balance was 93.306 billion yuan, increasing by 0.532 billion yuan, and the ETF margin balance decreased by 22.9472 million yuan [1] Group 2 - In the Shanghai market, the margin balance was 946.995 billion yuan, increasing by 12.187 billion yuan, with the financing balance increasing by 12.049 billion yuan and the margin balance increasing by 0.137 billion yuan [1] - In the Shenzhen market, the margin balance was 922.896 billion yuan, increasing by 10.643 billion yuan, with the financing balance increasing by 10.452 billion yuan and the margin balance increasing by 0.191 billion yuan [1] - The Beijing Stock Exchange's margin balance was 5.904 billion yuan, increasing by 0.038336 billion yuan, with the financing balance increasing by 0.0384556 billion yuan and the margin balance decreasing by 0.001196 million yuan [1]

Core Insights - The total ETF margin balance in the two markets reached 98.801 billion yuan, an increase of 469 million yuan from the previous trading day, representing a 0.48% increase [1] - The financing balance for ETFs increased by 475 million yuan, a 0.51% rise, while the margin balance decreased by 613.11 thousand yuan [1] Group 1: ETF Financing Balances - The latest financing balance for ETFs with over 100 million yuan includes 109 funds, with the highest being Huaan Gold ETF at 7.650 billion yuan, followed by E Fund Gold ETF and Huaxia Hang Seng ETF at 6.744 billion yuan and 4.636 billion yuan respectively [2] - The top three ETFs with the highest increase in financing balance are Hai Fu Tong Shanghai 10-Year Local Government Bond ETF, Zhong Zheng 500 ETF Fund, and Pu Yin An Sheng Zhong Zheng A500 ETF, with increases of 7971.76%, 2566.61%, and 806.86% respectively [2][3] - The ETFs with the largest decreases in financing balance include Bosera Shenzhen Benchmark Market Credit Bond ETF, Southern Zhong Zheng Shanghai Carbon Neutral ETF, and Wan Jia Zhong Zheng Industrial Nonferrous Metal Theme ETF, with decreases of 59.90%, 56.31%, and 52.53% respectively [2][3] Group 2: Margin Trading and Net Buying - The top three ETFs for net buying on July 8 were E Fund Zhong Zheng Hong Kong Securities Investment Theme ETF, Bosera Convertible Bond ETF, and Guangfa NASDAQ 100 ETF, with net buying amounts of 85.4425 million yuan, 83.1144 million yuan, and 63.9964 million yuan respectively [4][5] - Conversely, the ETFs with the highest net selling included Huaxia Shanghai Stock Exchange Sci-Tech Innovation Board 50 Component ETF, E Fund Zhong Zheng Overseas Chinese Internet 50 (QDII-ETF), and Huaan Gold ETF, with net selling amounts of 65.5316 million yuan, 52.1222 million yuan, and 33.0576 million yuan respectively [4][5] Group 3: Margin Balance Changes - The latest margin balance for ETFs shows that the top three are Southern Zhong Zheng 1000 ETF, Southern Zhong Zheng 500 ETF, and Huaxia Zhong Zheng 1000 ETF, with balances of 2.008 billion yuan, 1.759 billion yuan, and 390 million yuan respectively [5] - The ETFs with the largest increases in margin balance include Bosera Convertible Bond ETF, Huaxia Shanghai 50 ETF, and Guangfa Zhong Zheng 1000 ETF, with increases of 23.8121 million yuan, 4.6634 million yuan, and 4.6596 million yuan respectively [6][7] - The ETFs with the largest decreases in margin balance include Southern Zhong Zheng 1000 ETF, Huatai-PineBridge Shanghai and Shenzhen 300 ETF, and Huabao Dual Innovation Leader ETF, with decreases of 62.8841 million yuan, 8.8768 million yuan, and 558 thousand yuan respectively [6][7]