CLS(SZ:002945) Xin Lang Ji Jin·2026-01-07 06:10Core Viewpoint - The A-share market experienced a rise and subsequent decline, with the Shanghai Composite Index approaching 4100 points before all three major indices turned negative in the afternoon [1] Group 1: Market Activity - The brokerage sector saw significant activity, with Huayin Securities achieving two consecutive trading limits, although the sector weakened in the afternoon [1] - On the previous day, the brokerage sector experienced a notable increase, with a total of 14.549 billion yuan in net inflows, leading all secondary industries in the Shenwan classification [3] - Major brokerages such as Dongfang Caifu, Guotai Junan, Huazhang Securities, and CITIC Securities each received over 1 billion yuan in inflows [3] Group 2: Investment Opportunities - According to Galaxy Securities, the government's policies aimed at "stabilizing growth and the stock market" will continue to influence the brokerage sector's future trajectory, supported by a moderately loose liquidity environment and improved investor confidence [3] - Founder Securities noted that the brokerage sector is poised for offensive opportunities due to trends such as the migration of household deposits, active market trading, and regulatory support for top-tier brokerages [3] - The brokerage ETF (512000) is highlighted as an efficient investment tool that tracks the CSI All Share Securities Companies Index, encompassing 49 listed brokerage stocks [3] Group 3: Performance Indicators - The brokerage ETF (512000) has an average daily trading volume exceeding 1 billion yuan this year, positioning it among the top liquid ETFs in the A-share market [3]