当日有158只行业主题ETF基金出现资金净流出，其中净流出排首位的是华宝中证金融科技主题ETF （159851），份额减少了11.56亿份，净流出额为11.65亿元。 9月1日行业主题ETF净流出前10 净流出额(亿元) = 份额变化(亿份) -11.65 华宝中证金融科技主题ETF -11.56 -7.11 国联安中证半导体ETF- -5.12 -4.52 华宝中证医疗ETF · -11.51 -1.78 嘉实中证软件服务ETF - -1.79 -1.46 国泰中证军工ETF · -1.13 -1.00 博时科创板人工智能ETF - -1.17 -0.83 博时上证科创板芯片ETF - -0.36 -0.81 黔中证国防ETF - -0.94 -0.79 汇漆富中证银行ETF - -0.54 -0.75 华夏国证半导体芯片ETF · -0.45 -14 -12 -2 -10 -8 -6 -4 0 9月1日行业主题ETF 净流出前10明细表 证券之星消息，9月1日行业主题ETF基金合计资金净流入96.86亿元，近5个交易日累计净流入421.16亿 元，5个交易日中出现日合计资金净流入的有5天（ETF资金流向计 ...

Core Insights - On August 11, industry-themed ETFs experienced a net outflow of 1.779 billion yuan, while the cumulative net inflow over the past five trading days reached 5.806 billion yuan, with four days showing net inflows [1][6] - The top ETF by net inflow on August 11 was the Guotai CSI All Share Securities Company ETF (512880), which saw an increase of 358 million shares and a net inflow of 435 million yuan [1][3] - A total of 126 industry-themed ETFs recorded net inflows, while 224 ETFs experienced net outflows, with the top outflow being from the Harvest SSE Sci-Tech Innovation Board Chip ETF (588200), which had a reduction of 540 million shares and a net outflow of 879 million yuan [1][4] Summary by Category Net Inflows - The Guotai CSI All Share Securities Company ETF (512880) had a net inflow of 435 million yuan and an increase of 358 million shares, bringing its total shares to 2.933 billion [3][5] - Other notable inflows included: - Harvest National Cash Flow ETF (159221) with a net inflow of 249 million yuan and an increase of 227 million shares [3] - Huabao Securities ETF (512000) with a net inflow of 188 million yuan and an increase of 325 million shares [3] Net Outflows - The top outflow was from the Harvest SSE Sci-Tech Innovation Board Chip ETF (588200), which had a net outflow of 879 million yuan and a decrease of 540 million shares, bringing its total shares to 1.927 billion [4][5] - Other significant outflows included: - E Fund CSI Artificial Intelligence Theme ETF with a net outflow of 320 million yuan and a decrease of 300 million shares [4] - Huaxia CSI Animation Game ETF with a net outflow of 287 million yuan and a decrease of 211 million shares [4]

Summary of Key Points Core Viewpoint - On August 8, the industry-themed ETF funds experienced a net inflow of 4.662 billion yuan, with a cumulative net inflow of 6.758 billion yuan over the past five trading days, indicating strong investor interest in these funds [1]. Fund Inflows - A total of 151 industry-themed ETFs saw net inflows, with the leading fund being the Huabao CSI 300 Free Cash Flow ETF (562080), which had an increase of 1.651 billion shares and a net inflow of 1.817 billion yuan [1][3]. - The latest scale of the Huabao CSI 300 Free Cash Flow ETF is reported at 2.549 billion yuan [3]. Fund Outflows - Conversely, 193 industry-themed ETFs experienced net outflows, with the top outflow being the Huaxia CSI Animation Game ETF (159869), which saw a reduction of 0.245 billion shares and a net outflow of 0.334 billion yuan [1][4]. - The latest scale of the Huaxia CSI Animation Game ETF is 7.318 billion yuan [5]. Performance Overview - The performance of the top inflow fund, Huabao CSI 300 Free Cash Flow ETF, showed a rise of 0.73%, while the top outflow fund, Huaxia CSI Animation Game ETF, declined by 1.16% [3][5]. - Other notable funds with significant inflows include the Huabao S&P China A-Share Dividend Opportunity ETF (562060) with a net inflow of 1.659 billion yuan and a share increase of 1.392 billion [3]. Additional Insights - The overall trend indicates a mixed sentiment among investors, with certain sectors attracting capital while others are experiencing withdrawals, reflecting varying levels of confidence in different industry themes [1][4].

Wind统计显示，截至8月6日，沪深两市ETF两融余额为1051.39亿元，较上一交易日增加2.35亿元。其 中，ETF融资余额为987.47亿元，较上一交易日增加2.13亿元；ETF融券余额为63.92亿元，较上一交易 日增加0.22亿元。 具体来看，8月6日有238只ETF获融资净买入，其中，华夏上证科创板50ETF获融资净买入额居首，净 买入7894.69万元；融资净买入金额居前的还有国泰中证全指证券公司ETF、易方达国证机器人产业 ETF、嘉实中证软件服务ETF、华泰柏瑞恒生科技ETF、富国中债7—10年政策性金融债ETF、华安黄金 ETF等，净买入额分别为5684.07万元、3908.25万元、3677.27万元、3652.11万元、3616.03万元、 3240.69万元。 校对： 杨舒欣 （文章来源：证券时报网） ...

Group 1 - Softcom Power (301236.SZ) reported its Q1 2025 earnings on April 30, 2025, with 40 institutional investors holding a total of 248 million shares, representing 25.99% of the total share capital [1] - The top ten institutional investors collectively hold 24.78% of the shares, with a decrease of 0.97 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, nine funds increased their holdings, with a total increase of 0.13%, while eight funds decreased their holdings, with a total decrease of 0.29% [2] - Thirteen new public funds disclosed their holdings this period, while 313 funds did not disclose their holdings compared to the previous quarter [2] Group 3 - In terms of foreign investment, one foreign fund, Hong Kong Central Clearing Limited, increased its holdings by 0.30%, while CEL Bravo Limited decreased its holdings by 0.72% [3]

Core Viewpoint - The recent financial report of Tuowei Information (002261) shows a significant increase in net profit by 979.75%, despite a decline in total revenue by 23.33% compared to the previous year [1] Financial Performance - Total revenue for Q1 2025 was 623 million yuan, down 23.33% from 813 million yuan in Q1 2024 [1] - Net profit attributable to shareholders reached 65.35 million yuan, a substantial increase of 979.75% from 6.05 million yuan in the same quarter last year [1] - Gross margin decreased to 13.86%, down 8.16% year-on-year, while net margin increased to 10.08%, up 2202.08% [1] - Total expenses (selling, administrative, and financial) amounted to 71.83 million yuan, accounting for 11.53% of revenue, an increase of 13.82% year-on-year [1] - Earnings per share rose to 0.05 yuan, a significant increase of 969.39% from zero in the previous year [1] Cash Flow and Debt Management - Cash and cash equivalents increased by 72% to 1.272 billion yuan, indicating a healthy cash position [1] - Interest-bearing liabilities decreased by 34.75% to 1.18 billion yuan, reflecting improved debt management [1] - The company has a cash flow situation that requires attention, with cash assets to current liabilities ratio at 89.18% and average operating cash flow over the past three years being negative [3] Fund Holdings - The largest fund holding Tuowei Information is the Harvest CSI Software Service ETF, which holds 3.7009 million shares and has recently entered the top ten holdings [4] - Other funds that have increased their positions include the Fortune CSI Big Data Industry ETF and the Guotai CSI All-Index Software ETF, indicating growing interest in the company [4]

专题：2025基金一季报：最新持仓曝光！ 行业主题布局方面，截至3月31日，嘉实中证沪港深互联网ETF近一年净值涨幅为53.70%，在银河证券 指数股票ETF分类中排名9/366，同期业绩比较基准为54.59%。嘉实中证软件服务ETF近一年净值涨幅为 26.30%，在银河证券指数股票ETF分类中排名87/366，同期业绩比较基准为26.62%。嘉实中证半导体产 业指数增强发起式（A类）近一年净值涨幅为38.76%，在银河证券增强主题指数股票型基金分类中排名 3/25，同期业绩比较基准为36.75%。 科创细分赛道产品簇方面，截至一季度末，嘉实上证科创板芯片ETF近一年净值涨幅为66.55%，在银河 证券指数股票ETF分类中排名1/366，同期业绩比较基准为67.70%；嘉实上证科创板新一代信息技术ETF 近一年净值涨幅为48.25%，在银河证券指数股票ETF分类中排名12/366，同期业绩比较基准为49.00%。 随着我国现代化产业体系加快建设，新质生产力相关行业和领域的生命力、创新力和竞争力愈加突出。 持续引导社会资金精准流向新质产业优质企业、努力提高投资者体验感和回报是公募基金书写科技金 融、普惠金融等五 ...

Group 1 - Wealth Trend (688318.SH) released its 2024 annual report on March 29, 2025, indicating that as of March 28, 2025, 39 institutional investors disclosed holdings in Wealth Trend A-shares, totaling 3.2782 million shares, which represents 1.79% of the total share capital [1] - The top ten institutional investors collectively hold 1.61% of the shares, with a decrease of 0.33 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, four public funds reported a decrease in holdings compared to the previous quarter, including Southern CSI 1000 ETF and Bosera Sci-Tech 100 ETF [2] - A total of 29 new public funds were disclosed this period, including Sci-Tech 100 and Silver Hua Xin Flexible Allocation Mixed (LOF) A [2] - Eighteen public funds were not disclosed this period, including Guotai Golden Dragon Industry Selected Mixed and Great Wall Anxin Return Mixed A [2]