Bull Market Important Signal, Non-Banking Deposit Surge in July! "Bull Market Flagship" Erupts, Brokerage ETF Soars 5%, Eastmoney Rises Nearly 11%, China Construction Securities Hits Three-Stop, Tianfeng Securities Suspends Trading
It's all blown up now! As of August 15th afternoon, the "Bull Market Flagship" has fully ignited, with A-share Brokerage ETF (512000) soaring by 5.5% and continuously refreshing its year-high record, with transaction volume rapidly breaking through RMB 20 billion and exceeding yesterday's total trading volume!
40 constituent stocks have all risen, with China Construction Securities hitting a three-stop, Tianfeng Securities suspending trading, and Zhongyin Securities also reaching its limits, with "financial wolf" Eastmoney surging nearly 11% and transaction volume exceeding RMB 310 billion!
![Bull Market Important Signal, Non-Banking Deposit Surge in July! \](https://fs-cms.hexun.com/img/2025-08-15/220923702.png "Bull Market Important Signal, Non-Banking Deposit Surge in July! \")
Mainstream funds are buying furiously! As of 13:30, non-bank financial industry main net inflow exceeds RMB 171 billion, ranking second among the 31 first-level industries in Shennan!
![Bull Market Important Signal, Non-Banking Deposit Surge in July! \](https://fs-cms.hexun.com/img/2025-08-15/220923703.png "Bull Market Important Signal, Non-Banking Deposit Surge in July! \")
On the news front, July financial data shows a significant increase in non-bank deposits, which has triggered widespread market attention. According to the People's Bank of China's August 13th release, RMB deposits increased by RMB 5 trillion in July, with a year-on-year increase of RMB 13 trillion, among which household deposits decreased by RMB 11 trillion, while non-bank deposits increased by RMB 21.4 trillion, with a year-on-year increase of RMB 13.9 trillion!
Analysts point out that the significant increase in July non-bank deposits reflects the trend of residents' savings shifting towards financial products, possibly influenced by the recent "slow bull" market sentiment and the phenomenon of households moving their money!
Zhejiang Securities Chief Economist Li Chao noted that the capital market's warming up and interest rate decline are driving forces behind residents' savings moving into non-bank deposits, which in turn boosts the growth of non-bank deposits, forming a " seesaw effect" between residents' savings and non-bank deposits. Meanwhile, securities company cash deposits also rose, providing support for non-bank deposits!
Goldman Sachs noted that this round of market trends is still ongoing, and recommends paying attention to industries with high profitability and benefiting from residents' fund inflows into the financial sector!
Nationwide Securities also stated that under the background of a continuous active market, earning effect, and growth-driven indicators such as transaction volume and two-way balance, main stock indices will continue to rise, driving brokerage companies' valuations and profits to double!
There is a trend, buy brokerage! A-share Brokerage ETF (512000) passively tracks the CSI Securities Company Index, encapsulating 49 listed securities company stocks, with nearly 60% of positions concentrated on the top 10 leading brokerage companies, and another 40% covering small and medium-sized brokerage companies' high profitability, with a current fund scale exceeding RMB 262 billion and daily average trading volume reaching RMB 8.37 billion, making it one of the most representative ETFs in the securities industry!
Data source: Shanghai Stock Exchange, etc.
Risk warning: The Brokerage ETF passively tracks the CSI Securities Company Index, with its base date being June 29th, 2007, and publication date July 15th, 2013. The composition of the constituent stocks is adjusted as needed according to the index's rules. The individual stocks shown here are for display purposes only and do not constitute any form of investment advice or represent the holdings of any fund managed by the management company. The risk level of this fund is R3 (medium), suitable for balanced investors (C3) and above. Any information (including but not limited to individual stocks, comments, predictions, tables, indices, theories, or any other forms of representation) appearing in this article is only for reference purposes, and investors shall be fully responsible for any self-directed investment decisions. Furthermore, the opinions, analysis, and predictions expressed herein do not constitute any form of investment advice, nor do they bear any responsibility for any direct or indirect losses arising from using the content of this article. Investing in funds involves risks, past performance does not guarantee future results, and fund management companies manage other funds' performances do not guarantee the performance of a particular fund; investors should be cautious!