非银涨势不减，证券ETF龙头(159993)涨超1.3%，机构称交投活跃+政策红利驱动业绩估值双击

Group 1 - The core viewpoint is that the securities industry is entering a prosperous cycle driven by active trading and policy benefits, leading to improved performance and valuation for brokerage firms [1][2] - The CSI Leading Securities Index (399437) has seen a strong increase of 1.51%, with significant gains in constituent stocks such as Xinda Securities (up 9.98%) and Dongxing Securities (up 4.34%) [1] - The average daily trading volume in the A-share market has consistently exceeded 2 trillion yuan, and the total market capitalization has surpassed 100 trillion yuan, indicating heightened market activity [1] Group 2 - The top ten weighted stocks in the CSI Leading Securities Index account for 78.84% of the index, with major players including CITIC Securities, East Money, and Huatai Securities [2] - The brokerage firms are expected to see a positive trend in net profit for the first half of the year, with a potential increase in return on equity (ROE) [1] - Regulatory policies and increased market trading activity are anticipated to benefit the performance and valuation of listed brokerage firms in the long term [1]