After the continuous adjustment of the market, the funds have continued to enter the market and read the bottom recently. Calculated by the average transaction price of the range, the total net inflow of the six index ETFs this week is about 6.7 billion yuan, including the net inflow of CSI 300 ETF of 3.219 billion yuan and the net inflow of gem ETF of 1.034 billion yuan.
two weeks 15.7 billion funds enter the site through ETF and copy the bottom
The turnover of Shanghai and Shenzhen stock markets this week was 3.99 trillion yuan, of which the turnover of Shanghai stock market this week was 1.85 trillion yuan. As of the latest closing, the Shanghai index closed at 308592 points, down 3.87% for the whole week, and the Shenzhen composite index closed at 110517 points, down 5.12% for the whole week.
Performance of major stock indexes and related ETFs this week
This week, the main stock indexes were adjusted across the board. The gem index, Kechuang venture 50, CSI 500, CSI 300, SSE 50 and Kechuang 50 fell by 6.66%, 6.52%, 5.43%, 4.19%, 3.97% and 3.21% respectively.
In terms of tracking major indexes, the ETF shares of the six major indexes increased this week. The shares of Kechuang 50ETF, CSI 300etf, gem ETF, SSE 50ETF, shuangchuang 50ETF and CSI 500etf increased by 897 million, 798 million, 448 million, 350 million, 261 million and 61 million respectively.
On the whole, after the continuous adjustment of the market, the funds have continued to enter the market to copy the bottom recently. Calculated by the average transaction price of the range, the total net inflow of the six index ETFs this week is about 6.7 billion yuan, including the net inflow of CSI 300etf of 3.219 billion yuan and the net inflow of gem ETF of 1.034 billion yuan. Last week, the bottom fund was as high as 9 billion yuan, and about 15.7 billion yuan was used to bottom six index ETFs through ETFs in two weeks.
For the recent trend, some securities companies said that near the May Day holiday, the current market trading volume is light and the buying power is insufficient. It is expected that it is difficult to have a trend upward market in the short term. However, generally speaking, the A-share market is still at the bottom stage of shock. It is suggested to be cautious and grasp structural investment opportunities. At present, the overall valuation of A-Shares is relatively cheap, and medium and long-term investors usher in a better position to build positions.
It is worth noting that on April 22, the official website of the CSRC issued a document saying that Yi Huiman, Secretary of the Party committee and chairman of the CSRC, presided over the Party committee (expansion) meeting, conveyed and studied the deployment of the special meeting of the financial committee of the State Council on the morning of April 22 on implementing the spirit of the recent important meeting of the CPC Central Committee on doing a good job in current economic and social work, analyzed the key and sensitive issues concerned by the current market, and studied the response measures and policy reserves, Re implement and promote the recent arrangements of the financial commission of the State Council. The meeting stressed the need to respond to market concerns in a timely manner, guide market expectations, stimulate market vitality and potential, further improve market resilience and promote the stable and healthy operation of the capital market.
food and beverage share hit a record high
In terms of industry themed ETFs, there were 20 funds with a share increase of more than 100 million this week, of which the shares of securities ETFs, brokerage ETFs and medical ETFs increased by 1.138 billion, 812 million and 660 million respectively, with a net inflow of 1.064 billion yuan, 726 million yuan and 349 million yuan respectively.
In terms of capital outflow, the share of six industry themed ETFs decreased by more than 100 million this week, and the shares of photovoltaic ETF, real estate ETF and consumption top decreased by 310 million, 292 million and 191 million respectively, with a net outflow of 357 million yuan, 228 million yuan and 188 million yuan respectively.
It is worth noting that the medical ETF, which had been bought more and more by funds, recently received funds to buy again, and the share returned to above 24 billion copies, approaching the previous high of 24.345 billion copies.
In addition, the share of food and beverage soared by 656 million this week, and the current fund share is 4.847 billion, a record high.
Overall, in terms of 381 industry themed ETFs, 275 shares increased this week, 106 decreased, and more than half of the fund shares increased.
soybean meal ETF rose 3.88%
Commodity ETFs rose collectively this week. Except for soybean meal ETFs, which rose by 3.88%, other varieties rose by less than 1%, of which gold related ETFs generally rose by about 0.2%.
There were 10 cross-border ETFs with a turnover of more than 1 billion yuan this week. From the perspective of market performance, only the NASDAQ ETF rose slightly by 0.66%, the other 9 ETFs were adjusted, and both zhonggai Internet ETF and zhonggai Internet fell by more than 6%; In terms of share, Hang Seng medical and Hang Seng Internet increased by 318 million and 224 million.
next week's passive fund allocation direction
The heavy position stocks of funds have always been the focus of investors' attention, but the heavy position stocks of actively managed funds usually emerge with a certain lag, while the subject matter of ETF layout is very clear. By tracking the newly listed ETF, we can usually find the recent hot individual stocks, and the incremental funds brought by the newly listed ETF are also worthy of attention.
At present, one ETF has disclosed that it will be listed next week, with a listed trading share of 304 million. The tracking target is the high dividend of CSI Hong Kong stock connect.
In terms of issuance, one ETF is disclosed to be issued next week.
CSI 500 ESG benchmark index the securities of listed companies with the lowest ESG score in the CSI primary industry are excluded from the CSI 500 index sample, and the remaining securities are selected as the index sample to provide performance benchmark and investment target for ESG investment. The top three heavyweights are Guanghui Energy Co.Ltd(600256) , Jiangsu Zhongtian Technology Co.Ltd(600522) and Gem Co.Ltd(002340) .
