香港证券ETF领跑市场，7月强势吸金！证券ETF、券商ETF年内跟涨

Core Viewpoint - The Hong Kong Securities ETF has outperformed the market with a year-to-date increase of over 58%, making it the best-performing securities-themed ETF in the market [1][2]. Group 1: ETF Performance - The Hong Kong Securities ETF (513090.SH) has achieved a year-to-date increase of 58.43%, managed by E Fund [2]. - Other ETFs in the securities sector have shown modest gains, with the second-best performer, the Bank of China Securities 500 ETF, increasing by 11.39% [2]. - The Hong Kong Securities ETF has attracted significant capital inflow, with a net inflow of 8.359 billion yuan in July, making it the highest among stock-type ETFs for that month [3][4]. Group 2: Market Dynamics - The Hong Kong Securities ETF is the only ETF tracking the Hong Kong Securities Index, with a low management fee of 0.15% and a custody fee of 0.05%, indicating low investment costs [6]. - The top ten constituent stocks of the ETF account for 87% of its weight, including major firms like CITIC Securities and Hong Kong Exchanges and Clearing [6]. - The securities sector has seen a surge in performance, with all 31 listed securities firms reporting increased or turned-around profits for the mid-year 2025 forecasts, with some firms like Guolian Minsheng and Huaxi Securities showing net profit growth rates of 1183% and 1025%-1354%, respectively [6]. Group 3: Future Outlook - The market's high activity level and rising trading volumes have fueled enthusiasm for the securities sector, with major market indices reaching new highs [6]. - The recent approval for Guotai Junan International to upgrade its securities license to provide virtual asset trading services is expected to drive further investment in the securities and diversified financial sectors [6]. - Analysts suggest that the current market sentiment may lead to a shift from trading strategies to holding strategies, indicating a potentially stronger sustainability in the securities sector's growth [7].