Securities ETF ( 512880) has seen net inflows exceeding 250 million yuan for three consecutive days. As capital market reforms continue to deepen, attention should be paid to the allocation value of the securities sector.

From a capital perspective, the securities ETF (512880) has experienced net capital inflows of over 250 million yuan for three consecutive days. The reform of the capital market continues to deepen, with a focus on the valuation of the securities sector.

Nanjing Securities pointed out that the reform of the capital market is ongoing, with the China Securities Regulatory Commission (CSRC) clarifying that the financing side will further deepen reforms on the ChiNext Board, diversify investment products and tools, and strengthen regulation and penalties to prevent risks. The newly issued short-term trading regulations enhance restrictions on major shareholders and senior executives, aligning with the requirement to “improve the mechanism for long-term funds entering the market,” which is beneficial for stabilizing market expectations and accelerating the development of a healthy market ecosystem where “long-term funds invest long-term.”

In the insurance industry’s liabilities side, individual insurance channels have seen rapid growth in standard premiums, and new business premiums in the bancassurance market have also maintained steady growth. Under the policy guidance of “cultivating top-tier investment banks and investment institutions,” leading securities firms are expected to benefit from the policy dividends released by ongoing reforms in the capital market.

The securities ETF (512880) tracks the Securities Company Index (399975), which selects listed companies involved in brokerage, investment banking, asset management, and other securities-related fields from the A-share market as index samples, reflecting the overall performance of securities-related listed companies in the industry.

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Daily Economic News