7月11日，沪指早盘冲高涨近1%，成功站上3530点，券商股再度走强！有行情，买证券，选龙头！证券ETF龙头（560090）早盘强势冲高，截至10:27放量 涨超3%，再拉长阳！ 7月11日盘中，证券ETF龙头（560090）标的指数成分股多数冲高，中银证券2连板、中原证券开封涨停板，国盛金控、国联民生涨超6%，东方证券、中信 建投等涨幅居前。 | 席号 | 代码 | 名称 | 申万—级行业 | 涨跌幅 | 成交额 | 估自权重 ▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300059 | 东方财富 | 非银金融 | 2.85% | 84.89亿 | 14.91% | | 2 | 600030 | 中信证券 | 部银金融 | 1.88% | 24.36 Z | 14.09% | | 3 | 601211 | 国家海道 | 非银金融 | 3.97% | 24.96 Z | 11.24% | | 4 | 601688 | 华泰证券 | 非银金融 | 1.70% | 8.24 Z | 4.69% | | 5 | 6000999 | 招商证券 | 能很会 ...

截至2025年7月11日 10:13，国证证券龙头指数(399437)强势上涨2.89%，成分股东方证券(600958)上涨 6.61%，中信建投(601066)上涨4.93%，国联民生(601456)上涨4.57%，国泰海通(601211)，国金证券 (600109)等个股跟涨。证券ETF龙头(159993)上涨2.77%，最新价报1.26元。 消息面上，稳定币概念大涨，此前国泰君安国际正式获香港证监会批准，将现有证券交易牌照升级为可 提供虚拟资产交易服务，以及在提供虚拟资产交易服务的基础上提供意见。后续或有更多机构获得牌 照。中航证券认为，此次牌照升级标志着中资机构首次深度参与香港虚拟资产市场，具有标杆意义。不 仅是业务范围的扩展，更是中资金融机构在跨境数字资产领域的一次战略性突破，为公司打开万亿级增 量市场空间。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 证券ETF龙头紧密跟踪国证证券龙头指数，为反映沪深市场证券主题优质上市公司的市场表现，并为投 资者提供更丰富的指数化投资工具，编制国证证券龙头指数。 数据显示，截至2025年6月30日，国证证券龙头指数(399437)前 ...

Group 1 - The Shanghai Composite Index strengthened on July 9, rising nearly 0.1% and surpassing the 3500-point mark for the first time since November 8, 2024 [1] - Major stocks in the securities sector showed positive performance, with GF Securities up 1.87%, East Money up 0.60%, CITIC Securities up 0.61%, China Merchants Securities up 0.57%, and Huatai Securities up 0.44% [1] - The global regulatory framework for stablecoins is accelerating, shifting market focus from cross-border payments to asset tokenization, driven by liquidity release and improved settlement efficiency [1] Group 2 - Guotai Junan Securities estimates that the future scale of stablecoins could reach $3.5 trillion, with projections across four scenarios: $363.3 billion in crypto assets, $2.9 trillion in cross-border payments, $121.6 billion in daily consumer payments, and $133.3 billion in traditional capital market tokenization [2] - The Securities ETF leader closely tracks the Guozheng Securities Leader Index, reflecting the market performance of quality listed companies in the securities theme and providing investors with richer index investment tools [2] - As of June 30, 2025, the top ten weighted stocks in the Guozheng Securities Leader Index account for 78.71% of the index, including East Money, CITIC Securities, Huatai Securities, and others [2]

Market Overview - The total scale of equity ETFs in the market reached 37,631.20 billion yuan, with an increase of 208.04 billion yuan in total scale over the past week, and a net outflow of 132.28 billion yuan [1]. Fund Inflow and Outflow Direction - In terms of major categories, industry and thematic ETFs saw a net inflow of 116.39 billion yuan, while broad-based and strategic ETFs experienced a net outflow of 338.22 billion yuan [2]. - Within the broad-based and strategic ETFs, the top three sectors for net inflow were: Sci-Tech Innovation 50, Strategy-Dividend, and Shenzhen 100. The top three sectors for net outflow were: CSI 300, CSI A500, and CSI 1000 [3]. - For industry and thematic ETFs, the top five sectors for net inflow were: Securities, Semiconductor Chips, Military Industry, Photovoltaics, and Innovative Drugs. The top five sectors for net outflow were: Entertainment Media, State-Owned Enterprises, Telecommunications, Biotechnology, and Steel [3]. Financial Sector Insights - The financial sector continued to attract capital inflow, with the leading securities ETF (159993) accumulating 3.22 billion yuan over the week, surpassing a total scale of 20 billion yuan. There are expectations for mergers and acquisitions in the securities sector, driven by the backdrop of a "Financial Power" strategy [3]. - The approval of virtual asset trading service licenses for Chinese securities firms' Hong Kong subsidiaries opens a new chapter for financial innovation, potentially enhancing trading sentiment within the securities sector [3].

| 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 成交额 | 估算权重▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300059 | 东方财富 | 非银金融 | -0.04% | 23.21亿 | 14.97% | | 2 | 600030 | 中信证券 | 非银金融 | 0.00% | 5.56亿 | 14.08% | | 3 | 601211 | 国泰海通 | 非银金融 | -0.36% | 3.07亿 | 11.43% | | 4 | 601688 | 华泰证券 | 非银金融 | 0.11% | 2.24亿 | 4.73% | | 5 | 600999 | 招商证券 | 非银金融 | -0.23% | 5689.41万 | 3.43% | | 6 | 600958 | 东方证券 | 非银金融 | -0.21% | 6419.72万 | 2.70% | | 7 | 000776 | 广发证券 | 非银金融 | -0.06% | 1.86亿 | 2.51% | | 8 | 601995 | 中金公司 | 非很会融 | 0.00% | ...

Group 1 - The core viewpoint of the articles highlights a significant increase in A-share new account openings, with a total of 12.6 million new accounts opened in the first half of the year, representing a year-on-year growth of over 32% [4] - The securities sector is experiencing a positive trend, with the Securities ETF leader (560090) seeing a net inflow of over 200 million yuan over four consecutive days, indicating strong investor interest [1][3] - The overall trading volume in the A-share market has reached 16.268 trillion yuan, significantly surpassing the 10.1 trillion yuan recorded in the same period last year, reflecting improved investor sentiment towards the capital market [4] Group 2 - The securities industry is expected to benefit from the high growth in new account openings, which is likely to enhance brokerage performance and stabilize market confidence [5] - Continuous policy support, such as the new "National Nine Articles," is expected to sustain the high-quality development trend of the capital market, benefiting the securities sector [5][6] - The current valuation of the securities sector is relatively low, with a price-to-book ratio (PB) of only 1.44, suggesting a high cost-performance ratio for potential investors [6] Group 3 - The active trading environment is further supported by the ongoing mergers and acquisitions in the brokerage sector, which are expected to enhance operational efficiency and market positioning [5][6] - The technology innovation sector is attracting more capital, with the STAR Market seeing a rise of over 9% in the first quarter, driven by policies that encourage investment in new productive forces [4] - The strong rebound in the fundamentals of the securities sector, combined with a solid margin of safety in valuations, positions the Securities ETF leader (560090) as an effective investment tool for exposure to the sector [8]

截至2025年7月4日午间收盘，国证证券龙头指数(399437)上涨0.18%，成分股天风证券(601162)上涨 2.78%，中金公司(601995)上涨0.76%，红塔证券(601236)上涨0.72%，广发证券(000776)上涨0.66%，国 泰海通(601211)上涨0.47%。证券ETF龙头(159993)上涨0.25%，最新价报1.21元。 证券ETF龙头紧密跟踪国证证券龙头指数，为反映沪深市场证券主题优质上市公司的市场表现，并为投 资者提供更丰富的指数化投资工具，编制国证证券龙头指数。 数据显示，截至2025年6月30日，国证证券龙头指数(399437)前十大权重股分别为东方财富(300059)、中 信证券(600030)、华泰证券(601688)、招商证券(600999)、国泰海通(601211)、广发证券(000776)、兴业 证券(601377)、东方证券(600958)、光大证券(601788)、财通证券(601108)，前十大权重股合计占比 78.71%。 科技创新债券正式推出至今已近2个月，券商、银行、企业、投资机构等各类发行主体掀起发行潮。其 中，既可作为发行主体，又能作为承销机 ...

根据上交所官网数据，6月份个人投资者A股股票账户新开户数为163.80万户，环比上个月增加8.96万 户，环比增幅为5.79%。 证券ETF龙头紧密跟踪国证证券龙头指数，为反映沪深市场证券主题优质上市公司的市场表现，并为投 资者提供更丰富的指数化投资工具，编制国证证券龙头指数。 截至2025年7月3日 13:10，国证证券龙头指数(399437)上涨0.52%，成分股光大证券(601788)上涨 3.00%，国金证券(600109)上涨0.91%，中信证券(600030)上涨0.88%，中国银河(601881)涨0.83%，广发 证券(000776)上涨0.66%。证券ETF龙头(159993)上涨0.58%，最新价报1.2元。 数据显示，截至2025年6月30日，国证证券龙头指数(399437)前十大权重股分别为东方财富(300059)、中 信证券(600030)、华泰证券(601688)、招商证券(600999)、国泰海通(601211)、广发证券(000776)、兴业 证券(601377)、东方证券(600958)、光大证券(601788)、财通证券(601108)，前十大权重股合计占比 78.71%。 ...

7月3日，A股市场走势分化，证券ETF龙头（560090）红盘震荡走强，截至11:15上涨0.83%。资金持续增仓，证券ETF龙头（560090）已连续3日累计吸金超 2亿元！ 证券ETF龙头（560090）标的指数成分股多数冲高，光大证券涨超2%，中信证券涨1%，东方财富、国泰海通等微涨。 | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 成交额 | 估算权重 ▼ | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300059 | 东方财富 | 非银金融 | 0.53% | 35.95亿 | 15.01% | | 2 | 600030 | 中信证券 | 非银金融 | 1.06% | 10.68 Z, | 13.97% | | 3 | 601211 | 国泰海通 | 非银金融 | 0.10% | 5.18亿 | 11.42% | | 4 | 601688 | 华泰证券 | 非银金融 | 0.34% | 3.60亿 | 4.70% | | 5 | 6009999 | 招商证券 | 非银金融 | 0.17% | 1.26亿 | 3.45% | | ...

Group 1 - The securities sector is experiencing strong capital inflow, with the Securities ETF leading to a net subscription of 160 million units and a net inflow of 193 million yuan, reaching a new high of 1.693 billion units as of June 30, 2025 [1] - The National Securities Leading Index (399437) has shown a slight increase of 0.02%, with notable gains from individual stocks such as Hualin Securities (up 0.56%) and Dongxing Securities (up 0.27%) [1] - The Securities ETF has accumulated a weekly increase of 5.59% as of June 30, 2025, indicating positive market sentiment [1] Group 2 - Recent favorable policies in the brokerage industry, including the approval of virtual asset trading licenses, suggest regulatory support, which may catalyze sector performance [2] - The market is closely monitoring the performance outcomes of the "1+1" integration of existing brokerages, focusing on operational efficiency and business synergy as key indicators of successful mergers [2] - The top ten weighted stocks in the National Securities Leading Index account for 78.71% of the index, with major players including Dongfang Fortune and CITIC Securities [2]