Market activity boosting securities sector allocation value, continuous capital deployment in securities ETF (512880), with net capital inflow exceeding 2 billion yuan over the past 20 days

Market activity remains lively, boosting the valuation of the securities sector. In terms of capital flow, the securities ETF (512880) has seen a net inflow of over 2 billion yuan in the past 20 days.

Dongwu Securities pointed out that, as of March 2026, trading volume in the securities industry has increased month-on-month, and market activity remains high. As of March 13, the average daily trading volume of stock funds in March increased by 10.55% compared to last month, and margin financing and securities lending balances have significantly risen year-on-year. On the policy front, the China Securities Regulatory Commission (CSRC) has emphasized promoting high-quality development of the capital market, adhering to the principle of steady progress, improving quality and efficiency, focusing on risk prevention, strengthened regulation, and high-quality growth. Specific measures include continuously advancing policies such as the Sci-Tech Innovation Board “1+6” and the M&A six rules, releasing and implementing deepening reform plans for the ChiNext Board, accelerating the optimization of refinancing mechanisms, and further expanding exit channels for private equity and venture capital funds. Additionally, the CSRC revised and issued guidelines for the periodic disclosure of fund reports to enhance industry transparency. The valuation of brokerage firms is expected to further improve, considering the positive industry development policies, with a number of high-quality, specialized brokerages likely to stand out.

The securities ETF (512880) tracks the Securities Company Index (399975), which selects securities of listed companies closely related to the securities market from the Shanghai and Shenzhen markets as sample stocks. The index covers brokerage, investment banking, proprietary trading, and other businesses to reflect the overall performance of listed companies in the securities industry.

Risk reminder: Mentioned individual stocks are only for industry event analysis and do not constitute any stock recommendation or investment advice. Short-term fluctuations of indices are for reference only and do not predict future performance, nor do they constitute a promise or guarantee of fund performance. Opinions may change with market conditions and do not constitute investment advice or guarantees. Different funds have different risk and return characteristics; investors should carefully read the fund legal documents, fully understand product features, risk levels, and distribution principles, and choose products that match their risk tolerance. Invest cautiously.

Daily Economic News

(Edited by: He Chong)

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