值得一提的是，证券ETF(159841)再获资金大举逆市加仓，全天获资金申购1.60亿份。 | | 证券ETF 159841 | द्रे | | --- | --- | --- | | | 通 融 ◇ ○ ▼ | | | 实时申购赎回信息 | 申购 | 岐口 | | 笔数 | 252 | 27 | | 金额 | 0 | O | | 份额 | 1.60亿 | 1860万 | 2025年8月27日，A股市场尾盘惊现跳水行情，三大指数由涨转跌，上证指数、深证成指双双跌超1%。沪深两市成交额再度 放量，今日达3.1万亿，较昨日大幅放量逾4000亿。 截至收盘，证券ETF(159841)换手9.04%，成交6.15亿元。跟踪指数成分股仅第一创业、太平洋上涨，其余个股均收跌。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 截至8月26日，证券ETF(159841)最新规模达68.14亿元，创成立以来新高。证券ETF(159841)最新份额达56.30亿份，创近1月 新高。 深市最大的证券ETF(159841)密切跟踪中证全指证券公司指数，该指数聚焦了A股的大市值证券龙头，而且既有传统证券龙 头 ...

截至收盘，证券ETF(159841)全天交投活跃，换手5.69%，成交3.81亿元。跟踪指数成分股方面涨跌互现，华鑫股份(600621) 领涨4.03%，天风证券(601162)上涨0.86%，湘财股份(600095)上涨0.70%。 值得一提的是，证券ETF(159841)昨日获资金逆市加仓，截至收盘，该基金全天获资金净申购1.31亿份。资金流入方面，证 券ETF(159841)最新资金净流入1.59亿元。拉长时间看，近5个交易日内有4日资金净流入，合计"吸金"6.48亿元。 | | 证券ETF 159841 | ਐੱ | | --- | --- | --- | | | 通 融 ◇ ○ ▼ | | | 实时申购赎回信息 | 申购 | 赎回 | | 笔数 | 200 | 3 | | 金额 | O | O | | 份额 | 1.34亿 | 300万 | 2025年8月26日，A股三大指数走势分化，沪指、创业板指震荡回调，深证成指小幅上行，两市全天成交额2.7万亿元。 份额方面，证券ETF(159841)最新份额达56.30亿份，创近1月新高。 深市最大的证券ETF(159841)密切跟踪中证全指证券公司指数，该 ...

值得一提的是，证券ETF(159841)盘中获资金逆市加仓，截至目前，该基金已获资金净申购1.14亿份。 资金流入方面，截至8月25日，证券ETF(159841)最新资金净流入3.01亿元。拉长时间看，近5个交易日 内有4日资金净流入，合计"吸金"5.81亿元。 规模方面，证券ETF(159841)最新规模达67.30亿元，创近3月新高。 份额方面，证券ETF(159841)最新份额达54.99亿份，创近1月新高。 数据显示，杠杆资金持续布局中。证券ETF(159841)本月以来融资净买额达265.20万元，最新融资余额 达3.32亿元。 深市最大的证券ETF(159841)密切跟踪中证全指证券公司指数，该指数聚焦了A股的大市值证券龙头， 而且既有传统证券龙头，也有金融科技龙头。证券ETF(159841)同时配置场外证券ETF联接基金（A： 008590，C：008591）。 2025年8月26日，A股市场主要指数涨跌不一，两市成交额再度放量，盘中已超2万亿元，至此，沪深两 市成交额已连续第10个交易日突破2万亿元。 截至14:29，证券ETF(159841)盘中交投活跃，换手4.48%，成交3.01亿元。跟 ...

8月25日，证券板块持续活跃，证券ETF（159841）截至发稿涨2.06%，成交额超4.5亿元，换手率超 7%，盘中交易活跃，溢折率0.06%，盘中频现溢价交易。 中信建投非银团队认为，基于良好的半年度业绩预告，叠加资本市场改革深化、流动性宽松及市场指数 中枢上移预期，券商板块下半年投资机遇凸显。从业务层面看，上半年尤其是二季度资本市场交投活 跃，券商经纪、两融、投行、自营投资等多项业务充分受益，推动净利润实现高增。 华龙证券表示，市场交投持续活跃直接拉动经纪与自营业务，上半年券商净利润预增趋势向好，ROE有 望进一步提升，政策红利深化打开增量空间，板块估值有望提升。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 证券ETF（159841）密切跟踪中证全指证券公司指数，该指数聚焦了A股的大市值证券龙头，而且既有 传统证券龙头，也有金融科技龙头。证券ETF（159841）同时配置场外证券ETF联接基金（A： 008590，C：008591）。 消息面上，据新华财经消息，美联储主席鲍威尔在8月22日怀俄明州杰克逊霍尔举行的年度经济研讨会 上发表讲话，暗示尽管 ...

Group 1 - The core viewpoint of the articles highlights the active performance of the securities sector, particularly the Securities ETF (159841), which has seen significant trading volume and net inflows recently [1][2] - As of August 21, the Securities ETF (159841) has a total scale of 6.2 billion yuan, making it the largest ETF in the Shenzhen and Shanghai markets for this category [1] - The Securities ETF (159841) closely tracks the CSI All Share Securities Companies Index, which includes both traditional securities leaders and financial technology leaders [2] Group 2 - In the past three trading days (August 19-21), the Securities ETF (159841) has attracted a net inflow of 320 million yuan [2] - The People's Bank of China reported that as of the end of July, the broad money supply (M2) was 329.94 trillion yuan, reflecting a year-on-year growth of 8.8%, up from 8.3% at the end of June [2] - The China Securities Regulatory Commission approved Western Securities to become the major shareholder of Guorong Securities, acquiring 1,151,433,439 shares, which accounts for 64.6% of the total shares [2] Group 3 - Ping An Securities forecasts that the securities industry will benefit from improved market conditions and sustained high trading activity by 2025, indicating potential growth in both valuation and performance [3] - Galaxy Securities notes that the government's policies aimed at stabilizing growth and boosting the capital market will continue to influence the sector's future trajectory, with expectations for improved liquidity and investor confidence [3] - As of August 15, 2025, the PB valuation of the securities sector stands at 1.53x, which is in the 32.5% percentile since 2010, suggesting a safety margin for investments in this sector [3]

Core Viewpoint - The brokerage stocks have shown strong performance, with the Securities ETF (159841) rising by 2.49% and a trading volume of 170 million yuan, indicating a positive market sentiment towards the brokerage sector [1] Group 1: Market Performance - The Securities ETF (159841) closely tracks the CSI All Share Securities Company Index, which includes both traditional and fintech brokerage leaders [1] - Major brokerage stocks such as Changcheng Securities, Tianfeng Securities, Bank of China Securities, and GF Securities have experienced significant gains [1] Group 2: Market Dynamics - Guosen Securities noted that the active market and visible profit effects are driving increased trading volume, margin financing balance growth, and upward movement in major stock indices, which will positively impact brokerage valuations and earnings [1] - Shenwan Hongyuan reported that as of August 7, the margin financing balance reached 2 trillion yuan, accounting for 2.3% of the A-share market's circulating market value, with margin trading volume making up 10.12% of A-share trading volume [1] - Compared to 2015, when the margin financing balance also exceeded 2 trillion yuan, the current margin financing balance has room for growth under the backdrop of a moderately loose monetary policy and increased long-term capital allocation to equity markets [1] Group 3: Valuation Insights - Guolian Minsheng Securities indicated that the current price-to-book (PB) valuation of the brokerage industry remains at historical low levels, suggesting potential for upward elasticity in the sector [1]

Group 1 - The core viewpoint of the articles highlights a significant increase in trading volume in the A-share market, with the total transaction amount reaching 2.15 trillion yuan, marking a return above 2 trillion for the first time in 114 trading days [1] - The securities sector is experiencing positive momentum, with the CSI All Share Securities Companies Index rising by 0.4%, and notable increases in individual stocks such as Changcheng Securities and Huatai Securities [1][2] - Financing balances in the market have increased, particularly in the non-bank financial sector, indicating a growing risk appetite among individual investors [1][2] Group 2 - The A-share financing balance has increased by over 240 billion yuan since May, while stock-type ETF funds have seen a net outflow of over 170 billion yuan, suggesting a shift in investment strategies [2] - The recent surge in margin trading balances reflects a ten-year high, indicating a bullish sentiment among investors and a potential upward trend in the market [2] - The securities sector is expected to benefit from government policies aimed at stabilizing growth and boosting the capital market, with a favorable liquidity environment and improved investor confidence [3]

Group 1 - The Shanghai Composite Index has shown strong performance, surpassing 3674.4 points, marking a new high since December 17, 2021 [1] - The Securities ETF (159841) has seen a 1.81% increase, with significant gains from constituent stocks such as Guosheng Financial Holdings and Zhongyin Securities [1] - The Securities ETF has experienced continuous net inflows, accumulating over 220 million yuan in the past seven days [1] Group 2 - Huaxi Securities notes that the current market rally is supported by various sources of incremental funds, including insurance, pension funds, public and private equity funds, as well as retail investor capital [2] - The M1-M2 year-on-year growth rate gap has been narrowing, indicating an increase in fund activation and a slight recovery in consumer and investment willingness among residents [2] - The margin trading balance has reached a ten-year high, reflecting a sustained increase in risk appetite among individual investors [2]

Group 1 - The securities sector experienced a notable surge on August 5, with the Securities ETF (159841) rising over 1% at one point and closing with a gain of 0.65%, achieving a transaction volume of nearly 100 million yuan [1] - The Securities ETF (159841) saw a net inflow of over 42 million yuan yesterday, marking four out of the last five trading days with net inflows, totaling over 120 million yuan [1] - As of August 4, the latest scale of the Securities ETF (159841) reached 5.732 billion yuan, making it the largest ETF in the Shenzhen market among its peers [1] Group 2 - In July, the number of new A-share accounts increased by 70.5% year-on-year, with 1.9636 million new investors entering the market, compared to 1.1514 million in July of the previous year [1] - The Shanghai Stock Exchange reported a month-on-month increase of 19.27% in new accounts, with 1.6464 million new accounts opened in June [1] - By the end of July, a total of 14.5613 million new A-share accounts had been opened this year, reflecting a year-on-year growth of 36.88% [1] Group 3 - According to Guojin Securities, the brokerage sector showed a clear year-on-year improvement in performance in the first half of 2025, with 27 listed brokerages reporting profit increases of over 40% [2] - The recovery in market activity has driven a rebound in core businesses such as brokerage and proprietary trading [2] - Xibu Securities expressed optimism about the upward trend in the capital market and the increased risk appetite for brokerage stocks, anticipating continued recovery in the securities industry's prosperity in 2025 [2]

Group 1 - The three major indices showed mixed performance on August 4, with the Securities ETF (159841) declining by 0.28% and a trading volume exceeding 37 million yuan, indicating active trading with a premium trading occurrence [1] - As of August 1, the Securities ETF (159841) experienced a net inflow of 121 million yuan over four out of five trading days, with a total circulating share of 5.264 billion and a market size of 5.676 billion yuan, making it the largest ETF in the Shenzhen and Shanghai markets [1] - The global first RWA registration platform is set to launch on August 7, initiated by the Hong Kong Web 3.0 Standardization Association, aiming to facilitate the entire process of RWA asset tokenization [1] Group 2 - The private placement market is thriving, benefiting brokerage firms' investment banking businesses, with 78 A-share companies completing private placements this year, raising a total of 66.4274 billion yuan, a year-on-year increase of 668.74% [2] - Brokerages, as the main underwriters in the private placement market, are expected to see significant revenue growth due to the expansion of underwriting scale and can strategically allocate capital in undervalued assets [2] - The political bureau meeting emphasized consolidating the positive momentum of the capital market, which is expected to stabilize market sentiment and attract incremental policies and funds into the A-share market [2]