At the end of 2025, more than 100 billion kwankyETFs were still in existence, with a general fall in size in the recent past. By 29 June, the size of the 300 ETF Tabri had dropped to 98,922 million yuan, and the number of the hundreds of billion ETFs had fallen to zero. By contrast, ETFs, such as semiconductors and communications, continue to receive funding, with both the size and net inflow of industry-specific products increasing.
GuangkyETF scale retreat
As at 29 June, seven kwankyETFs, which were originally over $100 billion in size, had fallen to $100 billion. At the end of 2025, the size of products such as 300 ETF, 300 ETF and 300 ETF were at a high level, and there is now a marked contraction of water overall. The gold ETF Huaan has also fallen from a trillion years ago.
Technology theme ETF continues to expand.
In parallel to the fall of the Kwankyi ETF, the industry theme ETF is clearly stronger. The size of the original chip ETF rose to $6,0752 million, making it the largest industry theme at present. The size of products such as telecommunications ETF, semiconductor equipment ETF, and chips ETF also increased significantly from the end of 2025.
Funds continue to flow to semiconductors and communications
From 22 to 29 June, the semiconductor theme ETF received net inflows of $35,419 million and the communication theme ETF received net inflows of $16,079 million. A net inflow of $5,489 million was recorded during the same period by the ETF in relation to the certificate 1000. New products have also been highlighted, with the distribution of 50 components of the ETF Link Fund of the Taitai Forensics Company, amounting to $4,776 million.
Additional information:Several foundations have also recently introduced restrictions on the purchase of good-performance products, reflecting the continued concentration of funds in the direction of technological growth.