中信建投 | 加快一流投行建设,证券业迎来高质量发展阶段

中信建投证券研究
Dec 08, 2025

文|赵然 吴马涵旭 沃昕宇 李梓豪 何泾威证券:“十五五”期间,证券行业有望迎来高质量发展,在服务实体经济和优化居民财富配置中发挥核心作用。保险:本周金管总局发布政策基于持仓时间下调了险资权益投资的风险因子,引导保险资金长钱长投。香港市场观点:美联储降息背景下,港股市场流动性宽松,关注非银板块向上弹性。多元金融:消费金融行业处于政策红利+与技术红利的双重驱动期,把握消费金融行业β与龙头公司α共振...

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