资金布局证券板块，证券ETF（512880）近5日净流入超4亿，市场关注交易量回暖与政策利好共振

Group 1 - The core viewpoint of the article highlights the significant inflow of funds into the securities sector, with the Securities ETF (512880) seeing over 400 million net inflow in the past five days [1] - The securities industry experienced a substantial increase in trading volume in June, with the average daily trading amount for stock funds reaching 14,783 billion yuan, a year-on-year increase of 79.76% [1] - The margin trading balance also saw a year-on-year increase of 20.55%, indicating a positive trend in trading activities within the sector [1] Group 2 - The China Securities Association has revised the "Special Evaluation Method for Securities Companies' Social Responsibility," adding new indicators such as "serving regional coordinated development," which enhances the industry's professional capabilities in rural revitalization and regional development [1] - The average price-to-book (PB) ratio for the securities industry is projected to be 1.2x for 2025, benefiting from a market recovery and favorable policy environment, with improvements observed in brokerage, investment banking, and capital intermediary businesses [1] - The non-bank financial sector is currently at a low valuation, and the transformation within the securities industry is expected to bring new growth points [1] Group 3 - The Securities ETF (code: 512880) tracks the Securities Company Index (code: 399975), which is compiled by the China Securities Index Co., Ltd., reflecting the overall performance of listed companies in the securities industry [1] - The index consists of companies engaged in securities brokerage, investment banking, and other related fields, indicating a high concentration and market representation within the sector [1] - Investors without stock accounts may consider the Guotai CSI All-Share Securities Company ETF Connect C (012363) and Guotai CSI All-Share Securities Company ETF Connect A (012362) as alternative investment options [1]