市场迭创新高，ETF势如破竹。 8月21日，海富通上证可转债ETF、华宝金融科技ETF双双突破百亿元。 今年以来，全市场39只债券ETF总规模超5400亿元，相较年初增长超1300亿元，规模增速遥遥领先。目 前，市场上百亿级债券ETF已经达25只，占比约六成。 沪上一位第三方研究人士表示，多只债券型ETF规模快速增长并突破百亿元，背后原因包括近年来债券 市场整体走强、债券ETF优势明显、"资产荒"背景下的配置需求以及产品创新和市场拓展等。未来，随 着债券市场不断发展和投资者对债券ETF认识的加深，债券ETF市场有望保持稳健增长态势。 目前，行业主题类百亿级ETF产品数量已达22只，股票ETF（含跨境ETF）合计规模站上4万亿元大关， 再创新高。 此外，市场上百亿级债券ETF达25只，全市场债券ETF总规模超5400亿元，较年初增长超千亿元。 业内人士表示，上证指数站上3700点、3800点整数关口，极大地激发了市场热情。当下，不仅百亿级 ETF占比提升，日均成交额等数据也在改善，市场风险偏好已经悄然转变。综合来看，市场或已步入一 个"预期修复→资金流入→指数走强→进一步强化预期"的正向反馈。 海富通上证可转债 ...

中国基金报记者 曹雯璟 【导读】海富通上证可转债ETF、华宝金融科技ETF双双突破百亿元 市场迭创新高，ETF势如破竹。 8月21日，海富通上证可转债ETF、华宝金融科技ETF双双突破百亿元。 目前， 行业主题类百亿级ETF产品数量已达22只，股票ETF（含跨境ETF）合计规模站上4万亿元大关，再创新高。 此外， 市场上百 亿 级债券ETF达2 5 只，全市场债券ETF总规模超5400亿元，较年初增长超千亿元。 具体来看，截至8月 21 日， 博时可转债ETF和 海富通短融ETF规模已突破500亿元大关，分别达到573.43 亿元、 530.91亿元； 富国 政 金债券ETF规模达到469.57亿元；海富通城投债ETF、公司债ETF易方达、平安公司债ETF、鹏扬30年国债ETF、南方上证公司债ETF、华 夏信用债ETF的规模均在200亿元之上。 今年以来，全市场39只债券ETF总规模超5400亿元，相较年初增长超1300亿元，规模增速遥遥领先。 目前，市场上百亿级债券ETF已经 达2 5 只，占比约六成。 沪上一位第三方研究人士表示，多只债券型ETF规模快速增长并突破百亿元，背后原因包括 近年来 债券市场整体 ...

Market Overview - On August 21, the A-share market experienced significant fluctuations, with major indices showing mixed results. The Shanghai Composite Index slightly increased by 0.13% to close at 3771.10 points, marking a nearly ten-year high, while the ChiNext Index fell by 0.47% to 2595.47 points [2][3] - The total trading volume in the Shanghai and Shenzhen markets reached 2.42 trillion yuan, a slight increase compared to the previous trading day [2] ETF Fund Flows - On August 21, the total net inflow into stock ETFs (including cross-border ETFs) was approximately 69.85 billion yuan. The industry-themed ETFs and Hong Kong market ETFs saw the highest net inflows, amounting to 48.73 billion yuan and 48.51 billion yuan, respectively [2][3] - Conversely, broad-based ETFs experienced a net outflow of 29.26 billion yuan. The net inflow for industry-themed ETFs increased by 38.86 billion yuan [2] Specific ETF Performance - Several ETFs tracking the brokerage sector attracted significant capital, with the Guotai Securities ETF seeing a net inflow exceeding 10 billion yuan, and the E Fund Hong Kong Securities ETF close to 10 billion yuan [4] - The top ten ETFs by net inflow on August 21 included the Convertible Bond ETF with a net inflow of 16.83 billion yuan, and the Securities ETF with a net inflow of 10.67 billion yuan [5] Sector Insights - The brokerage sector is viewed as a "market thermometer," with expectations for continued performance despite a lag in index growth compared to projected net profit growth. The overall sentiment suggests a "slow bull" market for brokerages [6] - The chemical sector is experiencing a downturn in demand, leading to reduced profit margins and a decline in capital expenditure. However, the narrative of "anti-involution" may lead to a stabilization in prices [7] Outflows and Investor Behavior - Recent profit-taking was observed in certain sectors, particularly in the Sci-Tech 50 ETF and Chip ETF, as investors opted to secure gains following recent price increases [8]