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5月宏观数据最新发布!市场回暖证券板块全面走强,证券ETF龙头(560090)爆量收涨1.65%,证券板块两大配置逻辑,一文读懂!
Xin Lang Cai Jing·2025-06-16 08:27

Group 1 - The A-share market has rebounded with a trading volume exceeding 1.2 trillion yuan, indicating a recovery in investor sentiment [1] - The leading securities ETF (560090) saw a significant increase in trading volume, rising by 1.65% with a turnover of nearly 95 million yuan, marking a 148% increase compared to the previous trading day [1][3] - Major components of the securities ETF index all experienced gains, with notable increases from Huaxin Co. and Dongwu Securities, both rising over 4% [3] Group 2 - In May 2025, fixed asset investment in China reached 191,947 billion yuan, reflecting a year-on-year growth of 3.7% [4] - The retail sales of consumer goods totaled 41,326 billion yuan in May, showing a year-on-year increase of 6.4% [4] - The industrial added value for large-scale enterprises grew by 5.8% year-on-year in May, indicating stable economic performance [4] Group 3 - The overall economic operation in May 2025 was stable, providing support for the upward movement of A-share listings [5] - The securities industry has shown significant recovery in performance, with a continuous increase in trading volume and a favorable policy environment [5][6] - The self-operated income of listed securities firms has maintained rapid growth, contributing to the overall performance recovery of the industry [5] Group 4 - The merger and acquisition market remains active, with several significant transactions and restructuring efforts underway, which are expected to enhance the synergy effects within the industry [6] - The valuation of the securities sector remains low, with the latest price-to-book ratio at 1.38x, indicating strong investment value [10] - The securities ETF (560090) tracks the CSI All Share Securities Companies Index, providing an efficient investment tool for exposure to the securities sector [10]