Brokers surge across the board! Securities ETF Dongcai (159692) closes up 2.06% at midday

As of noon on March 17, the securities sector in the A-share market led the gains strongly, becoming the focus of the entire market. The securities ETF Eastmoney (159692) rose over 3% at one point, with all its constituent stocks in the green. Guosen Securities increased by over 5%, GF Securities by nearly 4%, and Oriental Fortune, Huatai Securities, CITIC Securities, Guotai Haitong, and others rose over 2%. The sector’s strong performance has completely ignited market sentiment. By midday, net inflows into the securities sector had exceeded 3.6 billion yuan.

The core catalyst driving this round of brokerages’ surge has officially been implemented: Ant Group’s acquisition of Yao Cai Securities has been approved. This major news marks Ant Group’s successful completion of the “payment - wealth management - securities” business loop. The deep integration of financial technology and the securities industry is accelerating, injecting new momentum into the digital transformation and restructuring of brokerage firms, directly fueling sector investment enthusiasm.

The brokerage sector has always had the reputation of “not making a sound until it suddenly surprises,” and combined with the current multiple favorable factors resonating, it is worth paying close attention to recently. From an industry trend perspective, the Ma Ta effect in the brokerage field is becoming increasingly obvious: the new regulations for brokerage classification evaluation in 2025 will guide leading brokerages to improve ROE, promote differentiated development of small- and medium-sized brokerages, and with frequent mergers and acquisitions such as Dongwu Securities’ acquisition of Donghai Securities in 2026, the trend of industry headquarter concentration continues to strengthen.

Against this backdrop, the advantages of the securities ETF Eastmoney (159692) are becoming more prominent. This fund tracks the CSI Securities Companies 30 Index, with a focus on leading firms’ concentration in its construction plan. It strictly selects securities firms with top rankings and strong profitability, including industry giants like CITIC Securities and Oriental Fortune, as well as niche leaders with distinctive business advantages. With only 30 constituent stocks, the fund offers higher quality targets and greater flexibility, precisely aligning with the development trend of industry leaders’ concentration, making it an efficient choice for ordinary investors to allocate to the securities sector.