炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ +1.12% +0.88% +0.58% 建筑材料 电力设备 电子 ETFOF 9 +0.42% -1.42% +0.37% 有色金属 银行 国防军工 -1.65% -1.60% -2.07% 商贸零售 美容护理 社会服务 数据来源：iFind，截至2025.12.23，以申万一级行业区分,分别列出当日涨幅及跌幅靠前的4-5个行业。 (4) 0 0 0 资金信号灯 TFDFRA 资金为水 · 顺水行舟 |流入板块前三 36.56亿 电力设备 12.78亿 基础化工 <<<< 建筑材料 3.58亿 | | 流出板块前三 国防军工 -57.69亿 ETFEF 电子 -55.04亿 通信 -40.54亿 数据来源:iFind、沪深交易所,截至2025.12.23,以申万一级行业区分,分别列出当日主力资金净买入 部局多及 净卖出额最多的3个行业。 0 0 0 0 (<<<< 华宝ETF战队 s 交易风向标 ETFE 9 品日 近6月 代码 简称 涨跌幅* 收盘价 涨跌幅* ETF 里和酒 ETFOFRE ETFER | 516360 | 新材料 ...

12月23日，ETF开盘涨跌不一，信息安全ETF（562920）领涨4.69%，黄金基金ETF（159812）涨 3.20%，黄金股ETF基金（159315）涨2.55%，新材料ETF（516360）领跌1.09%，智能驾驶ETF （516520）跌1.03%，巴西ETF（520870）跌0.93%。 上证报中国证券网讯 12月23日，ETF开盘涨跌不一，信息安全ETF（562920）领涨4.69%，黄金基金 ETF（159812）涨3.20%，黄金股ETF基金（159315）涨2.55%，新材料ETF（516360）领跌1.09%，智 能驾驶ETF（516520）跌1.03%，巴西ETF（520870）跌0.93%。 | 什么马 | | | 涨幅% 1 | | --- | --- | --- | --- | | 562920 | 信息安全ETF | 1.050 | 4.69 | | 159812 | 黄金基金ETF | 9.768 | 3.20 | | 159315 | 黄金股ETF基金 | 1.729 | 2.55 | | 159653 | ESG300ETF | 1.223 | 2.34 | | 159 ...

Market Overview - A-shares experienced a volatile adjustment last Friday (November 7), with all three major indices closing lower, indicating a high-level market adjustment [1] - Following a net outflow of over 13.1 billion yuan the previous day, the stock ETF market saw a shift to net inflow, with significant inflows into Hong Kong stock ETFs [1] ETF Performance - As of November 7, the total scale of 1,246 stock ETFs reached 4.64 trillion yuan, with total trading volume on that day amounting to 166.31 billion yuan, a decrease of nearly 16% compared to the previous trading day [3] - Chemical ETFs led the market with gains, with the Chemical ETF rising by 3.49%, followed closely by the Chemical Leader ETF and Chemical 50 ETF, which increased by 3.47% and 3.42% respectively [3][4] Fund Flows - On November 7, the stock ETF market saw an increase of 1.95 billion shares, translating to a net inflow of approximately 310 million yuan [5] - In the broader ETF market, net inflows were recorded at 450 million yuan on October 20, with bond ETFs and Hong Kong stock ETFs leading the inflows at 2.44 billion yuan and 1.99 billion yuan respectively [6] Fund Company Insights - Leading fund companies continued to see net inflows into their ETFs, with E Fund's ETFs reaching a total scale of 826.73 billion yuan, reflecting an increase of 226.08 billion yuan since 2025 [8] - On November 7, specific ETFs such as the Securities Insurance ETF and Hong Kong Internet ETF saw net inflows of 230 million yuan and 180 million yuan respectively [8] Market Outlook - E Fund's index research department suggests that the pressure on the stock market from fundamentals is limited, and the current liquidity environment may support valuations, indicating a potential continuation of a liquidity bull market [9]

Core Viewpoint - The stock ETF market experienced a net inflow of over 300 million yuan on November 7, following a significant outflow of 13.1 billion yuan the previous day, indicating a rapid shift in fund flows amidst market adjustments [2][3][9]. Market Overview - On November 7, the total scale of all stock ETFs reached 4.64 trillion yuan, with a total trading volume of 166.31 billion yuan, a decrease of nearly 16% compared to the previous trading day [5]. - The Hong Kong stock market ETFs led the net inflow, with significant contributions from various sectors, particularly the chemical and new materials sectors [3][8]. Sector Performance - Chemical ETFs led the gains with an increase of 3.49%, followed closely by other chemical-related ETFs [5][6]. - New materials sector ETFs also showed strong performance, with daily increases exceeding 2% across various funds [6]. Fund Flows - The stock ETF market saw a total increase of 1.952 billion units on November 7, translating to a net inflow of approximately 310 million yuan based on average transaction prices [9]. - The top inflows were observed in bond ETFs and Hong Kong stock market ETFs, with net inflows of 2.443 billion yuan and 1.998 billion yuan, respectively [9]. ETF Specifics - The top-performing ETFs on November 7 included the Chemical ETF, which saw a net inflow of 2.54 billion yuan, and the A500 ETF, which had a net outflow of 2.74 billion yuan [12][14]. - Leading fund companies like E Fund and Huaxia Fund reported significant net inflows in their ETF products, indicating strong investor interest [14]. Market Sentiment - Market analysts suggest that while there is a structural adjustment in the short term, the medium-term trend remains positive with diverse investment opportunities [15]. - The overall liquidity environment is expected to support valuation, with a potential continuation of a liquidity-driven bull market in A-shares [15].

Group 1: Market Trends - The chemical sector experienced a counter-trend rise on November 7, with related ETFs showing significant gains [1][4] - Multiple chemical and new materials ETFs saw increases of over 3% on November 7, while several new energy ETFs rose by more than 2% [4][5] - The Hong Kong biotech sector faced declines, with leading pharmaceutical stocks dropping over 3% [7] Group 2: ETF Performance - Several Hong Kong stock ETFs saw substantial net inflows recently, particularly in the Hang Seng Technology and Hong Kong innovative drug sectors [2][8] - The A500 ETFs showed high trading activity, with four funds exceeding 20 billion yuan in scale, led by Huatai-PB's A500 ETF at 26.463 billion yuan [6][7] - Overall, nearly 20 billion yuan flowed into ETFs, with significant investments in sectors like securities, banking, and electric grid equipment [10] Group 3: Innovation Drug Sector Outlook - The Hong Kong innovative drug index has dropped over 18% since its peak in September, but many institutions believe the sector may soon rebound [3][11] - Fund managers suggest that the current market conditions present a high-probability zone for long-term investments in the biopharmaceutical sector, recommending balanced allocations across various sub-sectors [11][12] - Upcoming international conferences and positive corporate earnings are expected to act as catalysts for the innovative drug sector [12]

Group 1 - The chemical sector is experiencing a strong performance, particularly in the phosphorus chemical stocks, with notable gains from companies like Qing Shui Yuan and Chengxing Co., which have seen consecutive trading limits [1] - The Chemical Materials ETF is leading the market with a 3.36% increase, while other chemical ETFs also show significant gains, with the Chemical Leader ETF and Chemical 50 ETF both rising over 3% [1][2] - The yellow phosphorus index increased by 4% as of November 4, with a cumulative rise of over 7% in the past two weeks, indicating a positive trend in the market [2] Group 2 - The average market price of thionyl chloride has surged by 8.61% to 1552 yuan/ton, with a total increase of 19.38% since August, reflecting strong demand and pricing power in the chemical sector [2]