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十五五产业指引
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基民懵了!又跑了3000多亿
Mei Ri Jing Ji Xin Wen· 2026-01-24 07:50
本周股指涨跌互现,沪深两市股票型ETF和跨境型ETF合计净流出3265.1亿元。 行业主题上看,电网设备、化工等ETF被资金看好,而卫星、证券相关ETF被资金抛售。 值得注意的是,本周宽基指数ETF再度遭遇资金大幅流出,沪深300相关ETF净流出2373亿元,仅中证2000相关ETF实现净流入。 超3000亿资金借道ETF离场 本周沪深两市成交13.86万亿元,其中沪市成交6.13万亿元,深市成交7.73万亿元。截至最新收盘,沪指报收于4136.16点,全周上涨0.83%,深证成指报收于 14439.66点,全周上涨1.11%。 Wind数据显示,本周沪深两市股票型ETF和跨境型ETF合计净流出3265.1亿元,宽基指数ETF净流出3962亿元,行业主题ETF净流入580亿元。 细分来看,主要宽基指数整体资金申赎统计显示,本周沪深300净流出2373亿元,仅中证2000实现净流入。 具体ETF方面,规模较大的10只宽基指数ETF本周合计净流出3296.08亿元,其中沪深300ETF华泰柏瑞净流出724.45亿元。 沪深300ETF华泰柏瑞(510300)近一年基金份额变化 有券商表示,随着"十五五"产业指引、 ...
多只宽基指数ETF份额创近一年新低 资金反手涌入这些行业主题板块
Xin Lang Cai Jing· 2026-01-24 06:12
Market Overview - The stock indices showed mixed performance this week, with a total net outflow of 326.51 billion yuan from stock ETFs and cross-border ETFs in the Shanghai and Shenzhen markets [1] - The Shanghai Composite Index closed at 4136.16 points, up 0.83% for the week, while the Shenzhen Component Index closed at 14439.66 points, up 1.11% [1] ETF Performance - The broad-based index ETFs experienced significant net outflows, with the CSI 300-related ETFs seeing a net outflow of 237.3 billion yuan, while only the CSI 2000-related ETFs recorded a net inflow [4] - The ten largest broad-based index ETFs had a combined net outflow of 329.608 billion yuan, with the Huatai-PB CSI 300 ETF alone seeing a net outflow of 72.445 billion yuan [6] Sector Analysis - Sector-specific ETFs such as those related to power grid equipment and chemicals attracted significant inflows, while satellite and securities-related ETFs faced substantial sell-offs [1][9] - The power grid equipment ETF saw a net inflow of 7.826 billion yuan, and the chemical ETF attracted 5.699 billion yuan, indicating strong investor interest in these sectors [9] Fund Flow Dynamics - A total of 29 ETFs had transaction volumes exceeding 10 billion yuan this week, indicating robust trading activity [16] - There were 25 industry-themed ETFs that experienced net outflows exceeding 1 billion yuan, with the satellite ETF, securities ETF, and aquaculture ETF being the most affected [12] Future Outlook - Analysts suggest that the upcoming "14th Five-Year Plan" industrial guidelines, along with overseas liquidity easing and domestic policy support, will continue to provide support for the A-share market [8] - The power grid equipment sector is expected to maintain high prosperity due to increased domestic investment and overseas demand growth [14]