ETF Industry News - The three major indices collectively rose, with the non-ferrous metal sector ETFs showing significant gains, particularly the Rare Metals ETF (561800.SH) which increased by 4.12%, Rare Metals ETF (159608.SZ) by 3.98%, and the Rare Earth ETF (159715.SZ) by 3.97. The electric equipment sector saw declines in multiple ETFs, with the Photovoltaic ETF Index Fund (159618.SZ) down by 0.87% [1] - According to CICC, limited marginal supply growth, along with improved export and domestic demand expectations, may drive a rebound in domestic rare earth prices. The global rare earth supply landscape is undergoing profound restructuring due to de-globalization, which may lead to a revaluation of domestic rare earth and magnetic material companies, as well as related overseas companies [1] Bond ETF Market - The scale of domestic bond ETFs has surpassed 481 billion yuan, reaching a record high of 481.057 billion yuan as of July 17. Year-to-date, bond ETFs have attracted a net inflow of 244.574 billion yuan, marking a 176.7% increase. The rapid growth of benchmark credit bonds has been followed by the recent launch of 10 science and technology innovation bond ETFs, resulting in a single-day net inflow of 49.4 billion yuan, setting a new record for bond ETFs [2] Market Overview - On July 18, the three major indices rose collectively, with the Shanghai Composite Index up by 0.5% to close at 3534.48 points, the Shenzhen Component Index up by 0.37% to 10913.84 points, and the ChiNext Index up by 0.34% to 2277.15 points. The Hang Seng Index, CSI 300, and CSI 800 also performed well, with daily increases of 1.33%, 0.6%, and 0.51% respectively [3] Sector Performance - In the performance of various sectors, non-ferrous metals, basic chemicals, and steel ranked highest with daily increases of 2.1%, 1.36%, and 1.34% respectively. Conversely, media, electronics, and light manufacturing sectors lagged behind with declines of -0.98%, -0.49%, and -0.41% respectively. Over the past five trading days, communication, pharmaceutical biology, and automotive sectors led with increases of 7.56%, 4.0%, and 3.28% respectively [6] ETF Market Performance - The overall performance of ETFs showed that cross-border ETFs had the best average daily increase of 0.70%, while money market ETFs had the worst performance with an average daily change of 0.00% [8] - The top-performing ETFs today included the Rare Metals ETF (561800.SH), Rare Metals ETF (159608.SZ), and Rare Earth ETF (159715.SZ), with daily returns of 4.12%, 3.98%, and 3.97% respectively [10] Trading Volume of Different ETF Categories - The top three ETFs by trading volume in the stock category were the A500 ETF Fund (512050.SH) with a trading volume of 3.628 billion yuan, the Sci-Tech 50 ETF (588000.SH) with 3.052 billion yuan, and the CSI 300 ETF (510300.SH) with 2.941 billion yuan [13]

ETF Industry News Summary Core Viewpoint - The ETF market is experiencing significant movements, particularly in the rare earth sector, with multiple ETFs showing substantial gains amid expectations of a recovery in supply and demand dynamics [1][2]. Group 1: Rare Earth ETFs Performance - Several rare earth ETFs have seen notable increases, with the rare earth ETF fund (516150.SH) rising by 5.22%, and other related ETFs also showing gains of around 4.80% to 4.91% [1]. - According to Guojin Securities, the rare earth sector is expected to see a continued recovery in supply and demand, driven by factors such as export controls and a potential shortage of domestic mining resources [1]. Group 2: Stock ETF Market Inflows - In April, the A-share market experienced a turbulent performance, yet stock ETFs attracted over 220 billion yuan in net inflows, with several ETFs based on the CSI 300 index leading the way [2]. - ICBC Credit Suisse Fund anticipates that domestic policies will provide a clear counterbalance to global high tariffs, making domestic demand and non-US export sectors more attractive [2]. Group 3: Market Index Performance - On May 6, major indices in the A-share market collectively rose, with the Shanghai Composite Index increasing by 1.13% and the Shenzhen Component Index by 1.84% [3]. - The North Stock 50 and CSI 1000 indices showed strong performance, with respective increases of 3.21% and 2.57% [3]. Group 4: Sector Performance - The computer, communication, and comprehensive sectors led the day's performance with increases of 3.65%, 3.59%, and 3.38%, respectively, while the banking sector lagged with a slight decline [6]. - Over the past five trading days, the computer and media sectors have shown strong growth, with increases of 7.04% and 6.25% [6]. Group 5: ETF Market Overview - The average performance of various ETF categories indicates that thematic stock ETFs performed the best with an average increase of 1.83%, while currency ETFs showed the weakest performance with a slight decline [8]. - The top-performing ETFs included the CSI 2000 ETF (563200.SH) with a 6.40% increase, followed by the rare earth ETF fund (516150.SH) and the internet ETF (159729.SZ) [10][11]. Group 6: Trading Volume of ETFs - The top three ETFs by trading volume were the CSI 300 ETF (510300.SH) with 2.796 billion yuan, the CSI A500 ETF (159352.SZ) with 2.477 billion yuan, and the A500 ETF fund (512050.SH) with 2.441 billion yuan [13][14].