保险板块逆势走强,证券保险ETF易方达(512070)受资金关注
Sou Hu Cai Jing·2026-01-13 11:30

Core Viewpoint - The financial sector is experiencing localized activity, with banks and insurance stocks showing strength, while the overall market indices exhibit mixed performance [1]. Group 1: Market Performance - The China Securities Bank Index increased by 0.6% [1] - The Hong Kong Securities Index rose by 0.4% [1] - The CSI 300 Non-Bank Financial Index saw a slight increase of 0.1% [1] - The CSI All Share Securities Company Index declined by 0.7% [1] Group 2: Fund Flows - The securities and insurance ETF, E Fund (512070), has received a net inflow of approximately 3 billion yuan over the past six trading days [1]. Group 3: Sector Analysis - The non-bank financial industry is viewed as a stable investment during a bull market, highlighting its significant allocation value [1]. - The securities sector is benefiting from a recovering capital market and supportive policies for mergers and acquisitions, leading to a slight rebound in Price-to-Book (PB) and Return on Equity (ROE) [1]. - The insurance sector shows signs of improvement after hitting a bottom, with an increase in equity allocation and profit growth due to market recovery, while the ROE has significantly rebounded, indicating potential for further PB recovery [1].