本报告重点聚焦 ETF 基金市场表现，总结过去一周 ETF 基金市场、不同热门 细分类型 ETF 基金、创新主题及细分行业 ETF 基金的业绩表现和资金流动， 供投资者参考。 ❑ 市场表现： 本周（9 月 29 日-10 月 10 日）股票 ETF 走势分化。其中，沪港深主题 ETF 和 A 股周期 ETF 涨幅较高，规模以上基金平均上涨 10.42%、8.30%。相 反，沪港深行业 ETF 和港股消费 ETF 小幅下跌，规模以上基金分别平均下 跌 1.38%、1.00%。 ❑ 资金流动： 资金大幅流入 A 股 TMT ETF 和 A 股中游制造 ETF，全周资金分别净流入 163.41 亿元、144.10 亿元。相反，A 股主题 ETF 和港股宽基 ETF 出现小 幅资金流出，全周资金分别净流出 11.60 亿元、6.97 亿元。 ❑ 风险提示：图表中列示的数据结果仅为对市场及个基历史表现的客观描述， 并不预示其未来表现，亦不构成投资收益的保证或投资建议。 徐燕红 S1090524120003 xuyanhong@cmschina.com.cn 季燕妮 S1090525040002 jiyanni@cmsc ...

1. Report Industry Investment Rating No relevant content provided. 2. Core View of the Report The report focuses on the performance of the ETF fund market, summarizing the performance and capital flows of the overall ETF fund market, different popular sub - type ETF funds, and innovative theme and sub - industry ETF funds in the past week (August 4 - August 8, 2025) to provide references for investors [1]. 3. Summary by Related Catalogs 3.1 ETF Market Overall Performance - **Market Performance**: Most A - share - focused ETFs rose this week. Defense and military industry ETFs had the largest increase, with an average increase of 5.08% for funds above a certain scale, while pharmaceutical and biological ETFs had the deepest decline, with an average decrease of 0.91% for funds above a certain scale [2][6]. - **Capital Flow**: Funds continued to flow into Hong Kong stock ETFs significantly, with a net inflow of 12.342 billion yuan throughout the week. Conversely, the most capital flowed out of science and technology innovation/growth enterprise board - related index ETFs, with a net outflow of 3.945 billion yuan throughout the week [3][8]. 3.2 Different Popular Sub - type ETF Funds Market Performance - **Stock ETF - Broad - based Index**: Different broad - based index ETFs showed various performance in terms of capital flow, weekly increase/decrease, and performance in the past month and since the beginning of the year. For example, in the super - large - cap index, the China AMC SSE 50 ETF had a weekly net capital outflow of 2.243 billion yuan and a weekly increase of 1.18% [16]. - **Stock ETF - Industry Theme**: Different industry - themed ETFs also had different performances. For instance, in the TMT sector, the Harvest SSE STAR Market Chip ETF had a weekly net capital inflow of 406 million yuan and a weekly increase of 1.32% [22]. - **Bond ETF, QDII ETF, Commodity ETF**: Each type of ETF had its own characteristics in terms of capital flow and performance. For example, the Haitong Fortune CSI Short - term Financing Bond ETF in the bond ETF category had a weekly net capital inflow of 4.023 billion yuan and a weekly increase of 0.04% [30]. 3.3 Innovative Theme and Sub - industry ETF Funds Market Performance - **TMT Innovation Theme**: The animation and gaming index had a weekly increase of 6.41% and an increase of 35.09% since the beginning of the year. The China AMC Gaming ETF, representing this index, had a weekly increase of 6.25% [34]. - **Other Themes**: Other themes such as consumer sub - industries, pharmaceutical sub - industries, new energy themes, central and state - owned enterprise themes, and stable - growth themes also had their respective performance data in terms of weekly increase/decrease and performance since the beginning of the year [35][36][37].