Pro-cyclical sectors are expected to see positive recovery, and the A500ETF fund saw a significant increase in trading volume.

On May 13th, the A500ETF fund surged with high volume, rising by 0.53% by the time of publication, with a trading volume of 37 billion yuan. Major shareholders such as Oriental Fortune and Ping An of China saw an increase of over 4%. Analysis points out that the central bank's introduction of a comprehensive monetary policy package such as reserve requirement ratio cuts and interest rate reductions is expected to boost market confidence, catalyze the rebound of pro-cyclical sectors, and under policy drive, pro-cyclical sectors are expected to see positive recovery. China International Capital Corporation believes that uncertainties still exist overseas, the domestic policy hedge has increased, global fund rebalancing, and a weak US dollar environment indicates that the trend of revaluation of Chinese assets may continue. Domestic policies to stabilize growth are expected to further strengthen, boosting domestic demand may become the main focus of future stable growth policies, and the improvement of domestic demand will have a positive impact on pro-cyclical sectors. Huaxi Securities pointed out that the proportion of public funds in the banking sector is about 3.49%, which is 9.99 percentage points lower than the weight in the SSE 300 Index, and 6.99 percentage points lower than the weight in the CSI 800 Index. Guojin Securities stated that the new regulations for public funds are expected to drive funds towards the brokerage sector. Investors can take advantage of A500ETF funds and their linked funds for strategic positioning.