证券ETF（512880）涨超1.5%，交投活跃与政策利好提振行业预期

Group 1 - The non-bank financial sector is expected to benefit from higher market activity, with significant growth in underwriting volumes for both equity and bonds in the first half of the year [1] - Equity underwriting reached 762.836 billion yuan, a year-on-year increase of 402.91%, while bond underwriting amounted to 7.41 trillion yuan, up 29.38% year-on-year [1] - The market share concentration among leading brokerage firms has further increased, indicating a trend towards consolidation in the industry [1] Group 2 - The digital transformation in the non-bank financial industry is accelerating, with technologies like artificial intelligence and blockchain significantly improving efficiency in securities settlement and insurance contracts [1] - The penetration rate of financial technology reached 67% in 2023, with expectations to exceed 85% by 2030 [1] - The People's Bank of China has revised the rules for the RMB cross-border payment system, allowing for the integration of innovative technologies such as blockchain and digital currencies, laying the groundwork for future digital currency initiatives [1] Group 3 - The securities ETF tracks a securities company index compiled by China Securities Index Co., which reflects the overall performance of listed companies in the securities industry [2] - The index consists of companies engaged in securities brokerage and investment banking, indicating a high level of industry concentration [2] - This index serves as an important benchmark for measuring the performance of the securities market [2]