ETF Weathervane | ChiNext Composite ETF 20CM Hits Daily Limit, Premium Rate Exceeds 22%, Net Capital Inflows into SSE 50 ETF and CSI 500 ETF

The ETF trendsetter has arrived!

The ChiNext Composite ETF (159287) today hit a 20.01% increase, closing limit-up with a premium rate over 22%.

Also on the list are Hong Kong Stock Connect financial and non-bank ETFs—such as the E Fund Securities and Insurance ETF, Guolian An Securities ETF, Financial ETF, E Fund Hong Kong Securities ETF, Huaxia Financial and Real Estate ETF, Hong Kong Stock Connect Financial ETF, Bosera Securities ETF, and others.

In the top 20 ETFs with the highest gains over the past 5 days, are Bosera ChiNext Composite ETF, China Construction Bank Energy & Chemical ETF, E Fund Hong Kong Stock Connect Auto ETF, Franklin Hong Kong Stock Connect Auto ETF, GF Auto ETF, and Tianhong Bank ETF.

Over the past 20 trading days, market preferences have shifted from “resilience” to “hardcore assets.” The Energy & Chemical ETF (159981) led with a 28.77% increase, followed by the S&P Oil & Gas ETF (513350) at 23.23%.

In the past month, the top ten gainers have been dominated by “oil & gas, coal, and chemicals.” This reveals a deeper signal: the assets that have truly been bullish over the past month are resource-based assets priced globally, reflecting a typical “mid-cycle inflation logic” at the ETF level.

This year’s top-performing ETF is the Korea-China Semiconductor ETF (513310), with a gain of 54.06%. Overseas assets are rising: the S&P Oil & Gas ETF (37.57%) and Brazil ETF (21.79%) are also on the list.

If gains are the “face,” then capital flows are the “inner core.”

In the net capital inflow rankings, the Shanghai 50 ETF (510050) saw a single-day inflow of 1.088 billion yuan, and the CSI 500 ETF (510500) received 713 million yuan.

The State Grid Equipment ETF (159326): over the past 5 days, inflows reached 2.239 billion yuan, with a total of 13.808 billion yuan over the past 20 days.

In the ETF market, a single-track product attracting over 10 billion yuan within 20 trading days is extraordinary.

Extending the timeline to year-to-date net inflows:

State Grid Equipment (159326): a total inflow of 26.46 billion yuan, ranking first.

Gold hedging: Gold ETF (518880) has seen inflows of 19.468 billion yuan this year.

Satellite ETF Yongying, Hang Seng Tech ETF, Guotai Gold ETF, Chemical ETF, Non-ferrous Metals ETF, Semiconductor Equipment ETF, Short-term Bond ETF Haitong, Convertible Bond ETF Bosera, and Non-ferrous Metals ETF funds have all experienced net inflows exceeding 10 billion yuan.