ETF 市场回顾 * [10] M. C. 从一级市场资金流动情况来看，上周（2025.11.24-2025.11.28）已上市 ETF 资金净流入合计-350.85 亿元，其中跨境 ETF 资金净流入 32.44 亿元，商品型 ETF 资金净流入 19.15 亿元，债券型 ETF 资金净流出 7.15 亿元，股票型 ETF 资金 净流出 395.29 亿元。 在股票型 ETF 中，宽基 ETF 上周资金净流入-206.93 亿元，上周上证 50ETF 资金净流入 25.61 亿元，创业板综合 ETF 资金净流入 5.92 亿元，上证 580ETF 资金净流入 4.52 亿元，创业板 ETF 资金净流出 67.48 亿元，中证 500ETF 资金净 流出约 45.76 亿元。 主题行业 ETF 上周资金净流入-219.64 亿元。上周消费板块 ETF 资金净流入额为 5.19 亿元，医药生物、周期、高端制 造、金融地产、科技板块 ETF 资金净流出额分别为 12.49 亿元、19.63 亿元、24.28 亿元、25.08 亿元、145.05 亿元。 上周 43 只非货币 ETF 申报，包含宽基 ETF、港股通 ...

Core Viewpoint - The recent performance of small and mid-cap stocks has been strong, driven by favorable fundamentals and liquidity easing, leading to significant net value increases in several thematic funds [1] Group 1: Market Performance - Small and mid-cap stocks have shown remarkable performance recently, benefiting from positive fundamentals and liquidity conditions [1] - The inflow of funds into these stocks has led some funds to limit new investments and reduce their positions due to capacity constraints [1] Group 2: Regulatory Impact - The China Securities Regulatory Commission (CSRC) has issued an "Action Plan for Promoting the High-Quality Development of Public Funds," which emphasizes the constraints of performance benchmarks on public products [1] - Public funds may increasingly use the CSI 800 or CSI 1000 as benchmarks when setting performance standards, which could significantly impact their investment strategies in small and mid-cap stocks [1]