港股概念追踪|A股单日成交额持续站在2万亿元以上 中资券商板块或估值修复（附概念股）

Group 1 - The core viewpoint is that the A-share market is experiencing a significant increase in trading activity, leading to a surge in new investor accounts and sales of financial products, indicating a bullish trend for the securities industry [1] - The securities sector is entering a prosperous cycle driven by policy benefits, increased trading activity, and business structure upgrades, resulting in performance improvement and valuation recovery [1] - Analysts suggest that the recent performance reports from listed securities firms show substantial growth due to the market recovery, with expectations of significant marginal improvements across business segments [1] Group 2 - The current A-share broker index PBLF is at 1.67x, positioned at the 46th percentile since 2014, while the H-share broker index PBLF is at 1.00x, at the 76th percentile since 2016, indicating a favorable environment for value re-evaluation in the sector [2] - Companies to focus on include those with stable earnings growth and PBLF around 1-1.1x, firms leading in wealth management transformation and international business, as well as undervalued mid-sized brokers [2] Group 3 - Related Hong Kong-listed Chinese brokers include Zhongzhou Securities (01375), Guolian Minsheng (01456), CITIC Securities (06066), China International Capital Corporation (03908), GF Securities (01776), Dongfang Securities (03958), Everbright Securities (06178), and Shenwan Hongyuan (06806) [3]