证券板块午后拉升，截至14:30，中证全指证券公司指数上涨3.1%，沪深300非银行金融指数上涨2.7%， 二者共同成份股中，信达证券、光大证券涨停，广发证券涨超6%。 近期A股表现强势，市场氛围持续火热，易观千帆数据显示，7月，证券服务应用APP月活达1.67亿，环 比上升3.36%；6月，证券服务应用APP月活为1.61亿，环比增长0.65%。 （文章来源：每日经济新闻） 华泰证券表示，当前权益资产收益率稳步向上，居民资金循序渐进入市，看好市场上行的持续性。当前 券商板块低估低配，券商在新市场环境下进入业绩、估值修复新阶段，看好板块价值重估。 中证全指证券公司指数聚焦龙头券商，反映A股证券行业整体表现，沪深300非银行金融指数由归属于 资本市场、其他金融、保险行业的27只股票组成，证券与保险行业占比较高。证券ETF易方达 （512570）和证券保险ETF（512070）分别跟踪上述指数，可助力投资者把握证券板块投资机遇。 ...

Market Performance - The market showed strong performance with the Shanghai Composite Index breaking a nearly 10-year high, and total net inflow into ETFs exceeding 4 billion yuan [1] - The CSI All Share Securities Companies Index-related ETFs attracted a net inflow of 2.32 billion yuan, leading the market [1] - The CSI Financial Technology Theme Index followed closely with nearly 1 billion yuan in net inflow [1] ETF Inflows - The top three indices by net inflow included the Securities Companies Index (2.32 billion yuan), Financial Technology Index (920 million yuan), and the SSE 50 Index (880 million yuan) [2] - Notable individual ETFs with significant net inflows were Hong Kong Securities ETF (513090) with 770 million yuan, ChiNext ETF (159915) with 640 million yuan, and Securities Insurance ETF (512070) with 480 million yuan [1] Market Sentiment - According to Industrial Securities, the market is experiencing a "healthy bull" phase driven by national strategic direction, supportive policies, and the continuous emergence of new growth momentum [1]

证券ETF易方达 512570 跟踪中证全指证券公司指数 该指数自2013年 今日该指数涨跌 该指数市净率 该指数由A股中市值大、流动性 发布以来估值分位 好的50只证券行业股票组成,反 映A股证券行业股票的整体表现 36. 8% 0. 5% 1.6倍 银行ETF易方达 1 516310 跟踪中证银行指数 该指数自2013年 今日该指数涨跌 该指数市净率 发布以来估值分位 该指数由A股中市值大、流动性 好的42只银行业股票组成,反映 A股银行业股票的整体表现 0. 3% 0.7倍 40. 0% 证券保险ETF 512070 跟踪沪深300非银行金融指数 该指数由沪深300指数中归属于 该指数自2012年 资本市场、其他金融、保险行业 今日该指数涨跌 该指数市净率 发布以来估值分位 的27只股票组成,保险行业占比 超35%,是市场上保险行业占比 0. 5% 1.5倍 28. 6% 最高的指数之一 香港证券ETF 得 513090 跟踪中证香港证券投资主题指数 该指数由港股通范围内属于资产 该指数自2015年 今日该指数涨跌 该指数市净率 管理与托管银行、投资银行业与 发布以来估值分位 经纪业的股票以及港交所作为 ...

Market Performance - The Hong Kong Securities Index increased by 2.7% this week, while the China Securities Bank Index rose by 2.3%, the China Securities Company Index increased by 0.8%, and the CSI 300 Non-Bank Financial Index grew by 0.6% [1][3] - The average daily trading volume of the Hong Kong Securities ETF (513090) reached 12.5 billion yuan this week, ranking first among stock ETFs, with the latest scale reaching a historical high of 23.83 billion yuan [1] Index Metrics - The index price-to-book (PB) ratios are as follows: China Securities Company Index at 1.5x, China Bank Index at 0.7x, CSI 300 Non-Bank Financial Index at 1.6x, and the Hong Kong Securities Investment Theme Index at 1.1x [3] - The PB ratio percentiles indicate that the China Securities Company Index is at the 36.6th percentile, the China Bank Index at the 41.6th percentile, the CSI 300 Non-Bank Financial Index at the 29.0th percentile, and the Hong Kong Securities Investment Theme Index at the 68.1st percentile [3] Historical Performance - Over the past month, the cumulative performance of the indices is as follows: China Securities Company Index +4.9%, China Bank Index -4.0%, CSI 300 Non-Bank Financial Index +4.3%, and Hong Kong Securities Investment Theme Index +14.3% [8] - Year-to-date performance shows: China Securities Company Index +1.9%, China Bank Index +13.6%, CSI 300 Non-Bank Financial Index +4.5%, and Hong Kong Securities Investment Theme Index +47.9% [8] - The one-year cumulative performance indicates significant growth, with the Hong Kong Securities Investment Theme Index at +143.3%, while the China Securities Company Index is at +46.0% [8]

Group 1 - The Hong Kong securities index rose by 0.4%, with a year-to-date increase of over 50% [1] - The Hong Kong Securities ETF (513090) has seen net inflows for 13 consecutive trading days, reaching a record size of over 21 billion [1] - Changjiang Securities expects that the continuous enhancement of the mutual market access policy will boost liquidity in the Hong Kong capital market, leading to increased market activity [1] Group 2 - The CSI All Share Securities Companies Index increased by 0.3%, while the CSI Bank Index decreased by 1.2% [1] - The non-bank financial index of the CSI 300 fell by 0.3% [1] - The market performance of various ETFs tracking different financial indices shows mixed results, with the securities ETF reflecting a valuation of 1.6 times its net asset value [3]

Core Viewpoint - The non-bank financial sector is experiencing growth driven by capital market reforms and improved liquidity, with securities ETFs, particularly the Hong Kong Securities ETF (513090), attracting significant investment interest due to its high elasticity and policy benefits [1]. Group 1: ETF Performance - The Hong Kong Securities ETF (513090) has recently surpassed a scale of 17 billion yuan, marking a historical high, with a net inflow of funds leading to a growth of over 70% since the beginning of the month [1]. - The ETF has maintained an average daily trading volume of 15.6 billion yuan over the past month, making it the most active ETF in the market [2]. Group 2: Investment Logic - The Hong Kong securities sector benefits from global capital shifts, overseas liquidity easing, and increased southbound capital, showing greater elasticity compared to A-shares [2]. - The A-share securities and insurance sectors are expected to reach a turning point due to the convergence of policy and market bottoms, along with long-term insurance capital entering the market [2]. Group 3: ETF Characteristics - The Hong Kong Securities ETF (513090) is a rare "pure Hong Kong securities" industry ETF with a management fee of only 0.15% per year, facilitating T+0 trading and catering to both individual and institutional investors [4].