【东吴非银 | 行业周报】成交持续活跃,券商估值提升空间大;长债利率利好保险固收资产配置

孙婷非银金融研究
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投资要点非银行金融子行业近期表现:最近5个交易日(2025年09月08日-2025年09月12日)非银金融板块各子行业均跑输沪深300指数。多元金融行业上涨0.87%,证券行业上涨0.64%,保险行业下跌0.73%,非银金融整体上涨0.24%,沪深300指数上涨1.38%。证券:交易量同比大幅提升;券商分类评价启动。1)9月交易量同比大幅提升。截至9月12日,9月日均股基交易额为28001亿元,较...

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