券商H股7月持续活跃！上半年公司业绩大幅改善，易方达密集增持

Group 1 - The core viewpoint of the articles highlights the significant performance of H-shares in the brokerage sector, with notable monthly increases in stock prices for several firms, particularly Dongfang Securities, which saw a rise of 35.97% [1][3] - E Fund has been actively increasing its holdings in H-shares of various brokerages, with substantial purchases made between July 22 and July 28, resulting in over 5% ownership in several firms [3] - The increase in institutional investment is attributed to the substantial improvement in the performance of listed brokerages, with major firms reporting a year-on-year net profit growth of 50% to 80% for the first half of 2025 [4] Group 2 - E Fund's investment strategy included significant acquisitions of H-shares in firms like Shenwan Hongyuan, China Merchants Securities, and CITIC Securities, with ownership percentages exceeding 5% [3] - The total equity financing in the Hong Kong stock market has surged, reaching 2916.41 billion yuan by July 21, marking a year-on-year increase of 288.75% [4] - The rapid growth of E Fund's Hong Kong Securities Investment ETF, which increased from 97.03 billion yuan at the end of June to 228.76 billion yuan by July 31, reflects the heightened interest in the sector [3]