证券股爆发，证券ETF量价齐升一小时成交13亿元

Core Viewpoint - The securities sector is experiencing a significant rally, driven by positive news and strong performance of related ETFs, particularly the Securities ETF (512880) which saw a notable increase in trading volume and price [1][3]. Group 1: Market Performance - The Securities ETF (512880) showed active performance with a trading volume exceeding 1.3 billion yuan within the first hour of trading, and it reached a peak increase of over 2% during the day [1]. - As of 10:59 AM, the Securities ETF was priced at 1.086, reflecting a rise of 1.50% from the previous close [2]. Group 2: Key Stocks and Drivers - Among the top ten holdings of the Securities ETF, notable performers included Xinyi Securities with a gain exceeding 5%, along with other firms like Dongfang Caifu and CITIC Securities also showing upward movement [3]. - Recent favorable policies, such as the approval for companies in the Guangdong-Hong Kong-Macao Greater Bay Area to list on the Shenzhen Stock Exchange, are expected to attract more capital into the A-share market, enhancing trading volume and revenue from brokerage and margin financing businesses [3]. Group 3: Financial Performance - In the first quarter, 42 listed securities firms reported a total revenue of 125.93 billion yuan, marking a year-on-year increase of 24.6%, while net profit attributable to shareholders reached 52.18 billion yuan, up 83.48% year-on-year [4]. - The ongoing policy focus on stabilizing growth and boosting the capital market is anticipated to sustain the positive trajectory of the securities sector, with expectations for continued improvement in liquidity and investor confidence [4]. Group 4: Future Outlook - Analysts predict that the securities sector will maintain strong growth in the upcoming reporting periods, supported by low base effects and improving trading volumes [4]. - The current price-to-book (PB) ratio for the securities sector stands at 1.27x, indicating a favorable valuation and suggesting that it remains a suitable time for investment in this sector [4].