Group 1 - The core viewpoint is that the securities sector is experiencing significant growth opportunities due to the expansion of the capital market and increased trading activity, with the A-share market capitalization surpassing 100 trillion yuan [2] - The total margin balance of the Shanghai, Shenzhen, and Beijing markets reached 24,571.9 billion yuan as of October 24, 2025, indicating a daily increase of 6.15 billion yuan, approaching historical highs [1] - The securities ETF leader closely tracks the National Securities Leader Index to reflect the market performance of quality listed companies in the securities theme [2] Group 2 - The top ten weighted stocks in the National Securities Leader Index accounted for 79.09% of the index as of September 30, 2025, with major companies including Dongfang Caifu, CITIC Securities, and Huatai Securities [3] - The securities sector is expected to see sustained performance growth due to improved market trading activity and increasing margin balances, which enhance the certainty of brokerage firms' earnings [2] - The long-term growth potential of the securities sector is supported by the anticipated steady upward trend of the capital market, with expectations for further expansion in business depth and breadth [2]
沪指逼近4000点,证券ETF龙头(159993)涨超1.3%
Xin Lang Cai Jing·2025-10-27 06:14