Report Information - Report Title: Transactional Index Fund Capital Flow Weekly Report [1] - Data Date: July 28, 2025 - August 1, 2025 [1] - Report Issuer: Great Wall Securities Industrial Finance Research Institute [1] - Analyst: Jin Ling [1] - Report Date: August 6, 2025 [1] Domestic Passive Stock Funds Comprehensive and Industry Themes - **Fund Performance**: In the week from July 28 to August 1, 2025, most domestic passive stock funds showed negative growth. For example, the Shanghai - Shenzhen 300 had a scale of 983.449 billion yuan, a weekly decline of 1.64%, and a net capital outflow of 9.263 billion yuan; the CSI 500 had a scale of 140.12 billion yuan, a decline of 1.21%, and a net outflow of 3.149 billion yuan. However, the Science and Technology Innovation 100 rose by 0.57%, and the Science and Technology Innovation 200 rose by 3.27% with a net inflow of 0.93 billion yuan [4]. - **Capital Flow**: The large - finance sector had a net capital inflow of 6.207 billion yuan, and the large - consumption sector had a net inflow of 3.065 billion yuan; while the large - technology sector had a net outflow of 1.106 billion yuan, and the large - manufacturing sector had a net outflow of 1.474 billion yuan [4]. Style Strategies and Other Classifications - **Style Performance**: Among style strategies, the dividend and dividend - low - volatility strategies had net capital inflows of 1.223 billion yuan and 1.338 billion yuan respectively, while the growth and value strategies had net outflows of 0.065 billion yuan and 0.043 billion yuan respectively [4]. - **Other Classifications**: The central - state - owned enterprise special valuation concept (China Special Valuation) had a net inflow of 0.235 billion yuan, and the regional funds had a net outflow of 0.017 billion yuan [4]. Overseas - Related Funds Comprehensive and Industry Themes - **Fund Performance**: Overseas - related funds also showed mixed performance. The Nasdaq 100 rose by 0.38% with a net inflow of 0.282 billion yuan, while the German DAX fell by 3.03% but still had a net inflow of 0.192 billion yuan [5]. - **Capital Flow**: The Hong Kong - stock technology sector had a large net inflow of 9.816 billion yuan, and the China Internet sector had a net inflow of 0.447 billion yuan; the Hong Kong - stock medical sector rose by 3.76% with a net inflow of 0.262 billion yuan [5]. Style Strategies - **Style Performance**: In style strategies, the dividend and dividend - low - volatility strategies in overseas - related funds had net inflows of 0.012 billion yuan and 0.0262 billion yuan respectively [5]. Bond and Commodity Funds Bond Funds - **Interest - Rate Bonds**: Among interest - rate bonds, the 30 - year bond had a scale of 8.969 billion yuan, a rise of 0.60%, and a net inflow of 2.512 billion yuan; the 5 - 10 - year bond had a scale of 38.952 billion yuan, a rise of 0.33%, but a net outflow of 0.574 billion yuan [6]. - **Credit Bonds**: For credit bonds, the high - grade bonds had a net inflow of 0.053 billion yuan, and the urban investment bonds had a net inflow of 0.4 billion yuan; the short - term financing bonds had a net outflow of 1.746 billion yuan [6]. - **Convertible Bonds**: Convertible bonds had a scale of 43.859 billion yuan, a decline of 1.54%, but a net inflow of 3.154 billion yuan [6]. Commodity Funds - **Gold and Others**: Gold funds had a scale of 70.887 billion yuan, a decline of 0.78%, but a net inflow of 3.973 billion yuan; the bean - meal funds had a scale of 4.193 billion yuan, a decline of 0.15%, and a net inflow of 0.009 billion yuan [6]. Index - Enhanced Funds - **Fund Performance**: Index - enhanced funds generally showed a negative growth trend. For example, the Shanghai - Shenzhen 300 index - enhanced fund had a scale of 3.209 billion yuan, a decline of 1.80%, and a net inflow of 0.049 billion yuan; the CSI 500 index - enhanced fund had a scale of 1.978 billion yuan, a decline of 1.07%, and a net inflow of 0.014 billion yuan [6].

每经AI快讯：北京时间8月4日15:00，上证指数收盘上涨23.36点，涨幅为0.66%，报收3583.31点，成交额6397.76亿元；深证成指 收盘上涨50.24点，涨幅为0.46%，报收11041.56点，成交额8587.75亿元；创业板指收盘上涨11.69点，涨幅为0.5%，报收2334.32 点，成交额4377.0亿元；沪深300收盘上涨15.77点，涨幅为0.39%，报收4070.7点，成交额2959.77亿元。 涨幅前五的行业分别是航天航空4.56%、贵金属3.98%、电机2.58%、仪器仪表2.55%、通用设备2.52%。 （记者 谭玉涵） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 跌幅前五的行业分别是商业百货-0.66%、保险-0.61%、光伏设备-0.41%、水泥建材-0.39%、教育-0.36%。 | 指数 | 最新 | 涨跌幅 | | --- | --- | --- | | 上证指数 | 3583.31 | 0.66% | | 深证成指 | 11041.56 | 0.46% | | 创业板指 | 2334.32 | 0.5% | ...

深证成指收报11041.56点，涨0.46%。 创业板指收报2334.32点，涨0.50%。 沪深300收报4070.70点，涨0.39%。 科创50收报1049.41点，涨1.22%。 中证500收报6261.73点，涨0.78%。 中证1000收报6739.69点，涨1.04%。 上证指数收报3583.31点，涨0.66%。 ...

| 指数 | 最新 | 涨跌幅 | | --- | --- | --- | | 上证指数 | 3567.02 | 0.2% | | 深证成指 | 10960.75 | -0.28% | | 创业板指 | 2311.27 | -0.49% | | 沪深300 | 4054.75 | 0.0% | 每经AI快讯：北京时间8月4日11:30，上证指数早盘上涨7.07点，涨幅为0.2%，报收3567.02点，成交额3984.28亿元；深证成指下 跌30.57点，跌幅为0.28%，报收10960.75点，成交额5223.76亿元；创业板指下跌11.36点，跌幅为0.49%，报收2311.27点，成交 额2631.66亿元；沪深300下跌0.18点，跌幅为0.0%，报收4054.75点，成交额1819.64亿元。 涨幅前五的行业分别是航天航空3.71%、贵金属3.46%、珠宝首饰2.08%、游戏1.74%、船舶制造1.64%。 跌幅前五的行业分别是医药商业-1.44%、医疗服务-1.45%、生物制品-1.4%、化学制药-1.37%、光伏设备-1.23%。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据 ...

Market Overview - The Shanghai Composite Index opened at 3547.16 points, down 0.36% [1] - The Shenzhen Component Index opened at 10932.62 points, down 0.53% [1] - The ChiNext Index opened at 2307.37 points, down 0.66% [1] - The CSI 300 opened at 4037.94 points, down 0.42% [1] - The STAR 50 opened at 1034.13 points, down 0.26% [1] - The CSI 500 opened at 6190.34 points, down 0.37% [1] - The CSI 1000 opened at 6637.84 points, down 0.49% [1] Index Performance - The Shanghai Composite Index recorded a trading volume of 5.6 billion with a year-to-date increase of 5.83% [2] - The Shenzhen Component Index had a trading volume of 8.4 billion with a year-to-date increase of 4.97% [2] - The North Star 50 Index had a trading volume of 160 million with a year-to-date increase of 36.18% [2] - The Wind All A Index had a trading volume of 14.1 billion with a year-to-date increase of 10.22% [2] - The STAR 50 Index had a trading volume of 23 million with a year-to-date increase of 4.57% [2] - The ChiNext Index had a trading volume of 4.1 billion with a year-to-date increase of 7.74% [2] - The CSI 300 had a trading volume of 2.5 billion with a year-to-date increase of 2.62% [2] - The CSI 500 had a trading volume of 2.1 billion with a year-to-date increase of 8.11% [2] - The CSI 800 had a trading volume of 4.6 billion with a year-to-date increase of 4.02% [2] - The CSI 1000 had a trading volume of 3 billion with a year-to-date increase of 11.42% [2] - The CSI 2000 had a trading volume of 3.9 billion with a year-to-date increase of 20.32% [2] - The Wind Micro-Stock Index had a trading volume of 5.01 trillion with a year-to-date increase of 50.60% [2]

Market Performance - The Shanghai Composite Index closed at 3559.95 points, down 0.37% [1] - The Shenzhen Component Index closed at 10991.32 points, down 0.17% [1] - The ChiNext Index closed at 2322.63 points, down 0.24% [1] - The CSI 300 Index closed at 4054.93 points, down 0.51% [1] - The STAR 50 Index closed at 1036.77 points, down 1.06% [1] - The CSI 500 Index closed at 6213.20 points, down 0.21% [1] - The CSI 1000 Index closed at 6670.47 points, up 0.14% [1]

Market Overview - The Shanghai Composite Index closed at 3566.55 points, down 0.19% [1][3] - The Shenzhen Component Index closed at 10992.87 points, down 0.15% [1][3] - The ChiNext Index closed at 2324.50 points, down 0.16% [1][3] - The CSI 300 Index closed at 4065.24 points, down 0.25% [1][3] - The STAR 50 Index closed at 1039.02 points, down 0.84% [1][3] - The CSI 500 Index closed at 6212.50 points, down 0.22% [1][3] - The CSI 1000 Index closed at 6657.24 points, down 0.06% [2] Trading Volume - The trading volume for the Shanghai Composite Index was 425.3 billion [3] - The trading volume for the Shenzhen Component Index was 569.67 billion [3] - The trading volume for the ChiNext Index was 289.8 billion [3] - The trading volume for the CSI 300 Index was 216.6 billion [3] - The trading volume for the CSI 500 Index was 158.5 billion [3] - The trading volume for the CSI 1000 Index was 219.9 billion [2][3] - The trading volume for the North Stock 50 Index was 13.3 billion, showing a significant increase of 37.26% [3] - The trading volume for the Wande All A Index was 1008.1 billion, with a change of -0.09% [3]

Market Overview - The Shanghai Composite Index opened at 3568.26 points, down 0.14% [1] - The Shenzhen Component Index opened at 11001.25 points, down 0.08% [1] - The ChiNext Index opened at 2323.92 points, down 0.19% [1] - The CSI 300 opened at 4069.93 points, down 0.14% [1] - The STAR 50 opened at 1047.38 points, down 0.05% [1] - The CSI 500 opened at 6221.05 points, down 0.09% [1] - The CSI 1000 opened at 6665.64 points, up 0.07% [1] Index Performance - The Shanghai Composite Index recorded a trading volume of 5.3 billion with a year-to-date increase of 6.46% [2] - The Shenzhen Component Index had a trading volume of 8.2 billion with a year-to-date increase of 5.63% [2] - The ChiNext Index had a trading volume of 4.2 billion with a year-to-date increase of 8.51% [2] - The CSI 300 had a trading volume of 2.4 billion with a year-to-date increase of 3.43% [2] - The CSI 500 had a trading volume of 2.0 billion with a year-to-date increase of 8.65% [2] - The CSI 1000 had a trading volume of 3.1 billion with a year-to-date increase of 11.88% [2]

中证1000早盘收报6729.38点，涨0.16%。 上证指数早盘收报3591.26点，跌0.68%。 深证成指早盘收报11152.77点，跌0.45%。 创业板指早盘收报2377.84点，涨0.43%。 沪深300早盘收报4107.59点，跌1.05%。 科创50早盘收报1059.25点，涨0.06%。 中证500早盘收报6288.93点，跌0.41%。 ...

Market Overview - The Shanghai Composite Index closed at 3615.72 points, up by 0.17% [1] - The Shenzhen Component Index closed at 11203.03 points, down by 0.77% [1] - The ChiNext Index closed at 2367.68 points, down by 1.62% [1] - The CSI 300 Index closed at 4151.24 points, down by 0.02% [1] - The STAR 50 Index closed at 1058.57 points, down by 1.11% [1] - The CSI 500 Index closed at 6314.69 points, down by 0.65% [1] - The CSI 1000 Index closed at 6718.48 points, down by 0.82% [1] Year-to-Date Performance - The Shanghai Composite Index has increased by 7.88% year-to-date [2] - The Shenzhen Component Index has increased by 7.57% year-to-date [2] - The North Stock 50 Index has increased by 38.72% year-to-date [2] - The Wande All A Index has increased by 12.38% year-to-date [2] - The STAR 50 Index has increased by 7.04% year-to-date [2] - The ChiNext Index has increased by 10.56% year-to-date [2] - The CSI 300 Index has increased by 5.50% year-to-date [2] - The CSI 500 Index has increased by 10.29% year-to-date [2] - The CSI 800 Index has increased by 6.72% year-to-date [2] - The CSI 1000 Index has increased by 12.77% year-to-date [2] - The CSI 2000 Index has increased by 21.22% year-to-date [2] - The Wande Micro-Stock Index has increased by 50.39% year-to-date [2]