2025年12月3日 2025年12月3日 标的指数成份股涨幅 TOP20 标普中国 A 股红利机会指数(CSPSADRP) 标的指数成份股涨幅 TOP20 标普中国 A 股红利机会指数(CSPSADRP) | 序号 | 代码 | 简称 | 東日涨幅 | 年内涨幅 | 股息率(沂12个 | | --- | --- | --- | --- | --- | --- | | | | | (%) | (%) | 月) (%) | | 1 | 603508.SH | 思维列控 | 6.38 | 38.28 | 12.69 | | 2 | 603408.SH | 建霖家居 | 3.25 | 11.24 | 5.65 | | 3 | 603 Pick SH | 欧普照明 | 2.61 | 15.74 | 5.08 | | 4 | 002508.SZ | 老板电器 | 2.08 | 1.34 | 4.95 | | 5 | 002083.SZ | 学日股份 | 1.96 | 118.84 | 1.41 | | 6 | 000333.SZ | 美的集团 | 1.95 | 14.38 | 4.96 | | 7 | 600901 S ...

Core Viewpoint - The Jiangsu state-owned enterprise reform sector experienced a slight increase of 0.2% on December 1, with Suhao Huihong leading the gains. The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1]. Group 1: Stock Performance - Suhao Huihong (600981) closed at 3.39, with a significant increase of 10.06%, and a trading volume of 1.6251 million shares, amounting to a transaction value of 515 million yuan [1]. - Zhongsheng Gaoke (002778) also saw a rise of 10.00%, closing at 24.09, with a trading volume of 38,600 shares and a transaction value of 92.1486 million yuan [1]. - Happiness Blue Ocean (300528) increased by 8.25%, closing at 23.88, with a trading volume of 501,800 shares and a transaction value of 1.202 billion yuan [1]. Group 2: Capital Flow - The Jiangsu state-owned enterprise reform sector experienced a net outflow of 56.16 million yuan from main funds, while retail investors saw a net inflow of 25.39 million yuan [2]. - Main funds showed a significant net inflow in Suhao Huihong (600981) of 63.38 million yuan, representing 12.30% of the total, despite a net outflow of 67.48 million yuan from retail investors [3]. - Happiness Blue Ocean (300528) had a net inflow of 61.16 million yuan from main funds, but also faced a net outflow of 72.62 million yuan from retail investors [3].

Investment Rating - The report maintains a positive outlook on the non-bank financial sector, particularly highlighting the potential benefits for brokerage firms and insurance companies in the upcoming year [3][4]. Core Insights - The report emphasizes the expected inflow of passive funds into newly included stocks in major indices, which could enhance liquidity and market performance for these stocks [4]. - It identifies key trends for 2026, including a shift in insurance companies' focus towards asset-liability matching and the stabilization of core business indicators due to new regulatory standards [4]. - The report recommends specific brokerage firms such as Dongfang Securities, GF Securities, Huatai Securities, and China Galaxy, as well as insurance companies like China Life and Ping An, based on their competitive positioning and growth potential [4]. Summary by Sections Market Performance - The Shanghai Composite Index closed at 4,526.66 with a weekly increase of 1.64%, while the non-bank index rose to 1,932.15, reflecting a 0.68% increase [7]. - The brokerage sector index reported a 0.74% increase, and the insurance sector index saw a 0.20% rise [7]. Brokerage Sector Insights - Notable stocks in the brokerage sector included Guosheng Securities and Xinyi Securities, which saw increases of 3.68% and 3.36%, respectively [9]. - The average daily trading volume for the Shanghai and Shenzhen markets was 17,370.85 billion, a decrease of 6.87% week-on-week, but a year-to-date increase of 61.11% [20]. Insurance Sector Insights - The insurance sector is expected to experience a systematic revaluation in 2026, driven by long-term interest rate increases and continued investment from insurance funds into the stock market [4]. - The report highlights the performance of major insurance companies, with A-shares like China Life and Ping An showing modest increases [9]. Key Data Points - As of November 28, 2025, the average daily trading volume was 19,147.38 billion, and the margin trading balance was 24,720.45 billion, reflecting a year-on-year increase of 32.6% [51][20]. - The report notes that the total market value of private equity funds reached 22.05 trillion, marking a historical high [21].

Core Viewpoint - Jiangsu Financial Leasing Co., Ltd. is set to hold a Q3 2025 performance briefing on December 5, 2025, to discuss its operational results and financial status with investors [2][3][4]. Group 1: Meeting Details - The performance briefing will take place on December 5, 2025, from 14:00 to 15:00 [5]. - The meeting will be held at the Shanghai Stock Exchange Roadshow Center and will be conducted in an interactive online format [4][5]. - Investors can submit questions from November 28, 2025, to December 4, 2025, before 16:00, either through the Roadshow Center website or via the company's email [2][6]. Group 2: Participants and Contact Information - Key participants in the meeting include Chairman Zhou Baiqing, Vice General Manager and CFO Zhang Chunbiao, and Board Secretary Jiang Yong [4]. - For inquiries, investors can contact Mr. Chen at 025-86815298 or via email at info@jsleasing.cn [6].

Core Viewpoint - Jiangsu Financial Leasing Co., Ltd. (Jiangsu Jinzu) has been recognized for its comprehensive quality and excellence in service to the real economy, winning the "Financing Leasing Institution (Jinzu) Comprehensive Quality Model" award at the "2025 Leasing Industry Production and Financial Ecosystem Conference" held in Shanghai [1] Group 1: Awards and Recognition - Jiangsu Jinzu received the "Financing Leasing Institution ESG Influence Model" award, becoming one of the 15 benchmark enterprises in the industry recognized for its systematic practices in Environmental, Social, and Governance (ESG) [1][8] - The awards reflect the market and industry’s acknowledgment of Jiangsu Jinzu's high-quality development [1] Group 2: ESG Practices - The company has fully integrated ESG concepts into its governance and strategic development, establishing a systematic governance structure and comprehensive management mechanisms [8] - Jiangsu Jinzu actively practices green finance, continuously expanding its green leasing business to promote green transformation [8] - The company is committed to serving the real economy, focusing on inclusive finance, and providing precise support for the development of small and micro enterprises [8] Group 3: Future Goals - Through standardized ESG management, high-quality information disclosure, and continuous innovative practices, Jiangsu Jinzu has become a model enterprise for ESG development in the financing leasing industry [9] - The company aims to deepen its ESG governance system and promote the synergy between business development, environmental protection, and social benefits, striving towards the goal of becoming an "internationally leading equipment leasing service provider" [9]

证券代码：600901 证券简称：江苏金租 公告编号：2025-056 江苏金融租赁股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 28 日（星期五）至 12 月 04 日（星期 四）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或 通过公司邮箱 info@jsleasing.cn 进行提问。公司将在说明会上对投 资者普遍关注的问题进行回答。 江苏金融租赁股份有限公司（以下简称"公司"）已于 2025 年 10 月 25 日发布公司 2025 年第三季度报告，为便于广大投资者更全 面深入地了解公司 2025 年第三季度经营成果、财务状况，公司计划 于 2025 年 12 月 05 日（星期五）14:00-15:00 举行 2025 年第三季度 业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 会 ...

监管政策是金融租赁行业合规发展的根本遵循与行动指南。 对金融机构来说，注册资本是抵御风险、合规经营的基石，也是保障业务稳健开展、提升服务能力的重 要保障。 《办法》要求"金融租赁公司注册资本为一次性实缴货币资本，最低限额为10亿元人民币或等值的可自 由兑换货币"。这一刚性要求为金融租赁公司划定了准入"门槛"，促使机构强化资本实力与合规意识。 自《办法》发布后，部分金融租赁公司第一时间进行增资扩股，优化股权结构，进一步夯实服务实体经 济的资本支撑。 《金融时报》记者梳理各地监管部门的批复信息发现，2024年11月至今，共有建信航运航空金租、工银 金租、前海兴邦金租、华夏金租、中信金租、江苏金租（600901）、湖北金租7家金融租赁公司和专业 子公司完成增资工作，总增资规模达到293.81亿元。其中，工银金租单笔增资150亿元，注册资本由180 亿元增至330亿元，一跃成为行业首家注册资本超过300亿元的金融租赁公司。 《办法》实施一年以来，并非所有金融租赁公司的注册资本金均已达到10亿元的"最低门槛"。 据《金融时报》记者不完全统计，注册资本金目前不足10亿元的机构还有中煤科工金租、吉林九银金 租、广融达金租和 ...

Core Viewpoint - The diversified financial sector experienced a slight increase of 0.59% on November 24, with *ST Xiongmao leading the gains. The Shanghai Composite Index closed at 3836.77, up 0.05%, while the Shenzhen Component Index closed at 12585.08, up 0.37% [1]. Group 1: Stock Performance - The top-performing stocks in the diversified financial sector included *ST Nengmao, which rose by 5.02% to a closing price of 10.04, and Sichuan Shuangma, which increased by 4.27% to 22.20 [1]. - Other notable gainers included Yalian Youzhan (+3.99%), Lakala (+2.95%), and Jiuding Investment (+1.70%) [1]. Group 2: Trading Volume and Value - The trading volume and value for the top stocks were significant, with Sichuan Shuangma achieving a trading volume of 234,700 shares and a transaction value of 518 million yuan [1]. - Lakala had a transaction value of 353 million yuan with a trading volume of 162,200 shares, indicating strong market interest [1]. Group 3: Capital Flow - The diversified financial sector saw a net outflow of 194 million yuan from major funds, while retail investors contributed a net inflow of 281 million yuan [2]. - The data indicates that while institutional investors were withdrawing, retail investors were actively buying into the sector [2]. Group 4: Individual Stock Capital Flow - Sichuan Shuangma experienced a net outflow of 50.79 million yuan from major funds, while it had a net inflow of 1.10 million yuan from speculative funds [3]. - Conversely, *ST Nengmao saw a net inflow of 5.20 million yuan from major funds, indicating strong institutional interest despite overall sector outflows [3].

证券代码：600901 证券简称：江苏金租 公告编号：2025-055 江苏金融租赁股份有限公司 股权激励限制性股票回购注销实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假 记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性 和完整性承担法律责任。 重要内容提示： 回购注销原因：鉴于 1 名股权激励对象被解聘，不再符合 激励对象资格，根据《江苏金融租赁股份有限公司 2019 年限制 性股票股权激励计划（草案）》的相关规定，公司对其已获授但 尚未解除限售的 513,332 股限制性股票进行回购注销。 本次注销股份的有关情况 | 回购股份数量 | | 注销股份数量 | | | 注销日期 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 513,332 | 股 | 513,332 | 股 | 2025 | 年 | 11 | 月 | 26 日 | 一、本次限制性股票回购注销的决策与信息披露 2025 年 4 月 25 日，江苏金融租赁股份有限公司（以下简称"公 司"）召开第四届董事会第十一次会议和第四届监事会第六次会 ...

Core Insights - Jiangsu Jinzu's stock price increased by 0.93%, reaching a new high of 6.51 CNY per share [1] - The company's total market capitalization surpassed 37.708 billion CNY [1] - The trading volume amounted to 43.328 million CNY [1]