5家上市券商半年度“红包”已送达，券商ETF（159842）盘初涨超1.3%，机构：现在是把握券商板块战略性修复机会关键时期

Group 1 - The A-share market saw all three major indices open higher, with the CSI All Share Securities Companies Index rising by 1.19%, driven by significant gains in stocks such as GF Securities, which increased by over 3% [1] - The Broker ETF (159842) also experienced a rise of 1.35%, with a trading volume exceeding 42 million yuan, indicating active trading at the beginning of the session [2] - The Broker ETF (159842) received a net inflow of over 250 million yuan yesterday, ranking first among similar products in the Shenzhen market, and has seen a cumulative inflow of over 570 million yuan over the past four days [4] Group 2 - A total of 28 listed brokerages have announced their semi-annual dividend plans for 2025, with five brokerages already distributing dividends to investors as of October 13 [4] - Huatai Securities noted that multiple positive factors, including policies, funding, and performance, suggest that the brokerage sector is entering a strategic recovery phase, with high market activity expected to continue [4] - The allocation ratio of actively managed equity funds in Q2 2025 is only 0.64%, indicating a low level of investment in the brokerage sector, which presents a strategic opportunity for investment in leading Hong Kong brokerages and A-share leaders with valuation advantages [4]