连续6日超2万亿，沪深两市成交再度爆量！证券ETF(159841)放量飙升，跟踪指数涨超4%

Core Viewpoint - The securities sector is experiencing significant growth, with a notable increase in trading volume and stock prices, indicating a bullish market trend [1][2]. Market Activity - As of January 6, 2026, the Securities ETF (159841) recorded a turnover of 10.27% and a transaction volume of 1.091 billion yuan, reflecting active market trading [1]. - The CSI All Share Securities Company Index (399975) surged by 4.13%, with key stocks such as Huayin Securities (002945) and Huazheng Securities (600909) both rising by 9.99% [1]. Product Highlights - The securities sector is characterized by strong beta attributes, closely linked to capital market performance, making it a "bull market flag bearer" [1]. - Historical data shows that during market rebounds, the securities sector significantly outperforms the broader market [1]. Industry Performance - In the first three quarters of 2025, 46 comparable listed securities firms achieved adjusted revenues of 432.6 billion yuan and net profits attributable to shareholders of 179 billion yuan, marking year-on-year growth of 45% and 62%, respectively [2]. - The increase in brokerage net income and proprietary trading net income has been a core driver of industry performance [2]. Structural Changes - The securities industry's role as an intermediary in financing new productive forces and facilitating long-term capital allocation is becoming increasingly prominent [2]. - Policy measures aimed at encouraging long-term funds, such as social security, insurance, and wealth management, to enter the market are expected to provide structural business growth for the brokerage sector [2].