SCS(SH:601555) Sou Hu Cai Jing·2026-02-03 02:16Group 1 - The core viewpoint of the article highlights the positive outlook for the securities sector, driven by increased trading volumes and favorable policy changes [1] - The securities industry is expected to see a significant increase in trading volume by January 2026, with an average daily trading amount of 34,743 billion yuan, representing a 58.94% increase from December 2025 [1] - Margin financing balances have also shown a year-on-year increase of 54.42%, indicating a growing investor confidence and market activity [1] Group 2 - The China Securities Regulatory Commission (CSRC) plans to expand the types of strategic investors and clarify minimum shareholding requirements, aiming to strengthen the market's stable growth [1] - The upcoming "14th Five-Year" capital market planning meeting emphasizes the importance of deepening comprehensive reforms in investment and financing [1] - The recovery of the market and a friendly policy environment are expected to benefit brokerage, investment banking, and capital intermediary businesses, potentially leading to new growth points for the industry [1] Group 3 - The securities ETF (512880) has seen a net inflow of over 1.6 billion yuan in the past five days, reflecting strong investor interest [1] - The ETF tracks the securities company index (399975), which includes representative companies in the A-share market, indicating the overall performance of the sector [1] - The index is characterized by strong cyclicality and market sensitivity, making it a key indicator for the performance of listed securities companies [1]