非银金融行业2025年中报要点评述:券商和保险中报向好,非银视角看居民资金动向

开源证券
Sep 01, 2025

(以下内容从开源证券《非银金融行业2025年中报要点评述:券商和保险中报向好,非银视角看居民资金动向》研报附件原文摘录)概览:券商和保险中报向好,非银视角看居民资金动向从上市券商代买证券款余额环比趋势看,2季度环比+0.46万亿,比1季度的+0.17万亿提升明显,或印证2季度资金入市提速。从上市险企中报看,险资明显增配权益类资产,OCI股票比例提升显著,低利率+分红险占比提升支持趋势延续。券商中报...

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