证券ETF(159841)：近20日净流入超28亿，券商迎多重利好

Core Insights - The Shanghai Composite Index rose by 0.45% on September 18, with significant capital inflow into the largest securities ETF in the Shenzhen market, indicating strong investor interest in the sector [1] Group 1: ETF Performance - The securities ETF (159841) saw net inflows in 19 out of 20 days, accumulating over 2.8 billion yuan in net inflows over the past 20 days, reaching a new high in total size of 8.735 billion yuan and total shares of 7.592 billion [1] - The ETF tracks the CSI All Share Securities Companies Index, with nearly 60% of its holdings concentrated in the top ten leading brokerages and 40% in smaller brokerages [1] Group 2: Market Trends - As of September 17, the A-share margin financing balance exceeded 2.4 trillion yuan, reaching 2.4054 trillion yuan [1] - A-share trading volume has surpassed 1 trillion yuan for the 81st consecutive day, 1.5 trillion yuan for the 46th consecutive day, and 2 trillion yuan for the 5th consecutive day [1] - In August, the increase in household deposits decreased by 600 billion yuan year-on-year, potentially linked to funds moving into the stock market [1] - The number of new A-share accounts opened in August was 2.65 million, a 35% increase compared to July [1] Group 3: Brokerages Outlook - According to China Merchants Securities, brokerages are seen as "the flag bearers of the bull market" and are worth attention and allocation, with a positive long-term outlook for the brokerage sector [1]