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中金公司:保险、证券直接受益于资本市场回暖
Zheng Quan Shi Bao Wang·2025-09-02 00:28

Core Viewpoint - The insurance and securities sectors are directly benefiting from the recovery of the capital market, with significant growth in premium income and asset scale observed in the insurance industry [1] Insurance Industry - In July, the insurance industry's premium income increased by 6.8% year-on-year [1] - The total assets of insurance companies grew at an approximate rate of 16.8% year-on-year [1] - The recovery in market sentiment is supporting investment returns, leading to a steady expansion of insurance asset scale [1] Securities Industry - Since August, the average daily trading volume of all A-shares, margin financing balance, number of new investor accounts, and the proportion of margin trading in total market turnover have been continuously rising [1] - The securities industry is experiencing high growth in performance, and the valuation of the sector is expected to recover [1]