On the last trading day of February, the three major indexes rebounded from the bottom and rose slightly. On the disk, the safe haven sector opened stronger, and oil and gas exploitation, ports and other sectors rose. Covid-19 detection and other pharmaceutical, lithium battery and other sectors strengthened in the session, driving the rebound of track stocks. In terms of decline, the recently active theme sector continued to ebb, and nearly 20 stocks fell by the limit. Overall, today's stocks fell more or less, and more than 2600 stocks in the two cities fell.
On the whole, the market performance in February was good. From the perspective of ETFs with the highest increase this month, they are all resource related hot sectors. The cumulative increase of three rare metal related ETFs in the month exceeded 22%, and the rare metal (562800) rose by 23.73%, ranking first in the increase list. However, the whole month's market is still a structural market, and more than 200 ETFs in the two cities still fell.
february ETF ranking released, rare metals rose by more than 23%
On the closing day of February, the stock indexes of the two cities were not afraid of the impact of the "Russian Ukrainian conflict". Although individual stocks in the market fell more and rose less, they closed in red after the index bottomed out and rebounded. With the end of today's trading, the fund performance ranking in February was also settled, and the ETF results on the floor were first released.
From the price performance of etf2 in the secondary market in January, the resource related hot sectors are sought after by funds. The best performing ETFs are three rare metal related ETFs, with a cumulative increase of more than 22%, of which rare metals (562800) rose by 23.73%, ranking first; Followed by seven non-ferrous related ETFs, up more than 17%.
In addition, the sectors with an increase of more than 10% in February include coal ETF, soybean meal ETF, four rare earth related ETFs, commodity ETFs, energy ETFs, etc.
On the decline list, 23 ETFs fell by more than 6% in February, of which three ETFs fell by more than 10%. The largest decline was 100 private enterprises, which fell by 12.36% in February, followed by two ETFs tracking the CSI Shanghai, Hong Kong and Shenzhen Internet Index, which fell by more than 10%.
On the whole, the larger decline in February mainly focused on tracking the Internet, technology, consumption and other related ETFs related to Hong Kong stocks.
over 10 billion funds borrowed ETF to enter the site in February
Wind statistics show that in February, a total of 10.271 billion funds entered the market through stock ETFs, commodity ETFs and cross-border ETFs.
In terms of net capital inflows, there were 14 funds with an increase of more than 600 million shares this month, of which the 50 shares of Hang Seng Internet, China concept Internet and infrastructure increased by 4.384 billion, 3 billion and 2.345 billion respectively, with net capital inflows of 2.515 billion yuan, 3.829 billion yuan and 3.148 billion yuan respectively.
In terms of capital outflow, the share of 15 ETFs decreased by more than 200 million this month, and the shares of 300 ETF, 50 ETF, enhanced ETF and A50 ETF decreased by 1.687 billion, 951 million, 482 million and 465 million respectively, with a net outflow of 7.578 billion yuan, 3.105 billion yuan, 492 million yuan and 606 million yuan respectively.
It is worth noting that 300etf and 50ETF are broad-based ETFs with large market scale. They track the CSI 300 index and SSE 50 index respectively. At present, the estimated scale is 49.9 billion yuan and 58 billion yuan respectively. The total net outflow of these two etf2 months exceeded 10 billion yuan.
For the recent market trend, some securities companies said that the high point of geo risk impact may have passed, and the risk disturbance is mainly reflected in the emotional level. March will enter the preliminary effect observation period of stable growth policy. It is expected that the follow-up policy will continue to overweight and enter the centralized development period. It is suggested to maintain a certain position, closely follow the main line of stable growth, and adhere to the balanced allocation of industry and style.
