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1. Review of the Securities Market

According to the data from Nancai Financial Terminal, on August 14, the Shanghai Composite Index fell 0.6% to 2850.65 points, with a peak of 2866.24 points; the Shenzhen Component Index fell 1.17% to 8311.0 points, with a peak of 8403.48 points; the ChiNext Index fell 1.42% to 1584.33 points, with a peak of 1606.44 points. Northbound funds increased from the previous trading day.

II. ETF Market Performance 1. Overall Market Performance of Stock ETFs

The median return rate of stock ETFs yesterday was -0.96%. According to different classifications, among the scale index, the Shanghai and Shenzhen 300 ETF fund has the highest return rate of 0.0%; among the industry index, the China AMC CSI Green Power ETF has the highest return rate of 1.07%; among the strategy index, the Southern FTSE China State-owned Enterprises Open Win-Win ETF has the highest return rate of 0.01%; among the style index, the China Merchants CSI Bank AH Price Preferred ETF has the highest return rate of -0.1%; and among the theme index, the China Tai CSI Animation and Game ETF has the highest return rate of 1.73%.

2. Stock ETF price increase and decrease ranking

The top three stock ETFs with the highest gains yesterday and their yields were:Cathay CSI Animation and Game ETF (1.73%), Huaxia CSI Animation and Game ETF (1.73%), Game Animation (1.7%)The top 10 stocks with the highest growth rates are listed in the table below:

The three ETFs with the largest declines yesterday and their yields were:Fuguo CSI Chemical Industry Theme ETF (-2.48%), Chemical Industry ETF (-2.47%), Huabao Chemical Industry ETF (-2.46%)The top 10 decliners are detailed in the table below:

3. ETF fund flows

The three ETFs with the largest inflows of equity ETFs yesterday and their inflow amounts were:Huabao CSI Bank ETF (inflow of 182 million yuan), GF Science and Technology Innovation 50 ETF (inflow of 82 million yuan), Guotai CSI Animation and Game ETF (inflow of 50 million yuan)The top 10 funds inflow details are shown in the table below:

The three ETFs with the largest outflows of funds yesterday and their inflows were: Huatai-PineBridge CSI 300 ETF (outflow of 1.969 billion yuan), Southern CSI 500 ETF (outflow of 1.54 billion yuan), and E Fund CSI 300 ETF (outflow of 1.301 billion yuan). The details of the top 10 outflows are shown in the table below:

3. Institutional Views 1. Guolian Securities: The supply side will be released in the middle of the year, and the prosperity of the gaming industry is expected to continue to rise in the second half of the year

Guolian Securities said that with the release of supply in the middle of the year and the rapid growth of small game channels, the prosperity of the game industry is expected to continue to rise in the second half of the year. As a content industry, the core competitiveness of a single product lies in the playability and content quality of the game, rather than the brand and IP behind it. Therefore, small and medium-sized developers are still expected to break through in the fierce market competition based on their deep understanding of user needs, continuous exploration of advantageous categories and innovation in gameplay.

2. Capital Securities: optimistic about the continued recovery of the gaming industry driven by supply

Capital Securities pointed out that the issuance of game licenses in my country has become more normalized since the beginning of this year, and the supply side has continued to improve. The game industry's policy recovery trend + the launch cycle of key products of game companies has become clearer. We are optimistic about the continued recovery of the game industry driven by supply. We suggest grasping the medium- and long-term main line of "high-quality content + concentrated structure + going overseas", and paying attention to the top game companies with both technical advantages and high-quality game companies with rich new product reserves.