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格隆汇ETF日报 | 斥资千亿!中央汇金大笔买入宽基ETF

Gelonghui ETF Daily | Spending 100 billion dollars! Central Huijin buys broad-based ETF in a big way

Gelonghui Finance ·  Apr 19 04:45

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1.Today's ETF market review

The three major A-share indices fell collectively today. By the close, the Shanghai Index fell 0.29%, the Shenzhen Index fell 1.04%, and the GEM Index fell 1.76%. The turnover of the Shanghai and Shenzhen markets was 860.3 billion yuan, down 89.3 billion yuan from the previous day. Over 3,500 individual stocks in the two markets have gone green, with a net sale of 6.451 billion yuan in northbound capital. On the market, the oil and gas extraction and services, phosphorous chemicals, and low-altitude economy sectors registered the highest gains; the photovoltaics, education, and semiconductor sectors registered the highest declines.

In terms of ETFs, the oil and gas sector was strong throughout the day. Penghua Fund's oil and gas ETF and Cathay Pacific Fund petroleum ETF rose by 3.53% and 3.32% respectively. The food sector showed active performance, and Penghua Fund's food ETF rose 2.25%. The military sector generally rose, and Wells Fargo Fund's leading military ETF rose 1.93%.

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The NASDAQ continued to fall overnight, and NASDAQ technology ETFs fell 3.65%. The performance of the semiconductor sector was weak, and the China-Korea semiconductor ETF fell 3.63%. The Nikkei 225 Index plummeted 2.66% today, and the Nikkei ETF fell 3.56%.

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II. Today's ETF trading situation

A total of 148 ETF funds in the market rose today, 26 ETFs rose more than 1%, and a total of 753 fell.

In terms of turnover, the total turnover of ETF funds in the entire market today was 128.740 billion yuan, an increase of 1,612 billion yuan over the previous trading day. There are 22 ETFs that have a turnover of more than 1 billion yuan, and 141 ETFs have a turnover of more than 100 million yuan.

Among equity ETFs, Huaan Fund Gold ETF took first place, with a turnover of 2,434 billion yuan. Trading in US technology stocks is hot, and many products such as Guangfa Fund NASDAQ ETF and Invesco Great Wall Fund NASDAQ Technology ETF are on the list.

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Looking back at the changes in ETF size on the previous trading day, the three products that increased their share the most in non-monetary ETFs on April 18 were:

E-Fangda Fund's Shanghai and Shenzhen 300 Healthcare ETF increased the fund share by 331 million shares, with a net inflow of 117 million yuan.

Huaxia Fund traded 50 ETFs, and the fund share increased by 221 million shares, with a net inflow of 550 million yuan.

Bosch Fund's Hang Seng Healthcare ETF increased its fund share by 221 million shares, with a net inflow of 74 million yuan; it was also the product with the largest net capital inflow yesterday.

The three ETFs with the most significant share decline are:

E-Fangda Fund is the Shanghai Science and Technology Innovation Board 50 ETF. The fund share was reduced by 444 million shares, and the net outflow was 341 million yuan.

Huaxia Fund is the Shanghai Science and Technology Innovation Board 50 ETF. The fund share was reduced by 401 million shares, and the net outflow was 314 million yuan.

Cathay Pacific Fund's China Securities Coal ETF reduced the fund share by 276 million shares, and the net outflow was 368 million yuan.

III.Today's ETF News Fast Facts

Central Huijin spent 100 billion dollars on purchases in the first quarterBroad baseETF

The 2024 quarterly reports recently released by some funds confirm that in the midst of drastic market adjustments in the first quarter of this year, Central Huijin made major purchases. Of the three broad-based ETFs currently disclosed in quarterly reports, Huijin spent about 145 billion yuan, bought the Harvest Shanghai and Shenzhen 300 ETF for about 53 billion yuan, bought the Huaxia Shanghai and Shenzhen 300 ETF for about 56 billion yuan, and purchased the Huaxia Shanghai Securities 50 ETF for about 36 billion yuan.

44 new ETFs were established during the year

According to the data, 12 new ETFs have been established since April, with a total issuance share of 3.316 billion shares. Since this year, the total number of newly issued ETFs has reached 44, with a total issuance share of 31.344 billion, with an average issuance share of 712 million. Among them, there are 37 equity ETFs, with an issuance share of 25.03 billion shares, with an average issuance share of 676 million shares, accounting for about 80%.

4.Today's market reviews

Today, the A-share market fluctuated and adjusted throughout the day, and the three major indices fell collectively. By the close, the Shanghai Index was down 0.29%, the Shenzhen Index was down 1.04%, and the GEM Index was down 1.76%. More than 3,500 stocks fell across the market.

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Volume and energy contracted significantly. Today's turnover of the two markets was 860.3 billion yuan, down 89.3 billion from the previous trading day. Northbound capital sold a net sale of 6.49 billion dollars throughout the day.

On the market, low-altitude economy concept stocks continued to explode, and more than 10 stocks, including Shenzhen Stock Exchange, Andaville, Wanfeng Aowei, and CITIC Haizhi, rose or stopped.

Oil and gas stocks are active, with potential shares of Hengxin, Tongyuan Petroleum, Beken Energy, and Quasi-Oil rising and falling. According to the news, the price of Brent crude oil surged more than 3% overnight, breaking the 90 US dollars/barrel mark. WTI crude also reached 85 US dollars/barrel, surging nearly 4%.

Phosphorus chemical concept stocks showed strong performance, and Sichuan Jinnuo, Hubei Yihua, and Lubei Chemical traded higher and lower. According to the news, phosphate prices have remained high since April, and the decline in the prices of urea, fertilizer, and ammonium phosphate has declined, showing a steady trend.

Shipping stocks rose, while Xingtong shares, CNOOC Development, and Phoenix Shipping rose and stopped. According to the news, the main contract of the shipping index (European line) surged more than 8% in early trading, reaching a new high since listing.

The market pulled back again today. The Shenzhen Index and the GEM Index fell by more than 1%, and the volume contracted significantly, falling to the 900 billion yuan mark. Overall, they are still in a state of range-tuning. The key to the subsequent market is that the Shanghai Index can break through the annual pressure zone.

Guosheng Securities believesFluctuations in the indices of the two markets have increased recently, but market volume has not increased significantly, and the rotation of the intraday sector has accelerated.Looking ahead to the future market, the index may continue to maintain a volatile structure, and it can continue to actively go long around market hot spots such as bright, low-altitude economy, etc., or individual stocks with better fundamentals.

5. The latest developments in fund products

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Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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