非银金融行业周报:1月新开户高增超预期,银保渠道实现开门红

开源证券
Feb 09

(以下内容从开源证券《非银金融行业周报:1月新开户高增超预期,银保渠道实现开门红》研报附件原文摘录)周观点:1月新开户高增超预期,银保渠道实现开门红保险在个险和银保两端均实现开门红,叠加权益市场慢牛趋势,增长确定性和高ROE下,保险板块有望持续获得增配资金。2026年1月市场开户量、成交额和基金新发同比增速明显扩张,利好券商和证券IT板块基本面,资金面和再融资短期扰动不改中期趋势,关注业绩催化,...

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