Core Viewpoint - The article discusses the anticipated positive performance of the A-share market, particularly focusing on the price increase chain and the promising outlook for non-bank financial institutions in December 2025 [2] Group 1: Price Increase Chain - The price increase chain is expected to contribute significantly to the overall market performance, with various sectors showing signs of recovery and growth [2] - Specific industries are highlighted as benefiting from this trend, indicating a broader economic recovery that could enhance investor sentiment [2] Group 2: Non-Bank Financial Institutions - Non-bank financial institutions are projected to have a strong start in December 2025, driven by favorable market conditions and increased demand for financial services [2] - The article emphasizes the potential for these institutions to capitalize on market opportunities, suggesting a robust growth trajectory in the near term [2]
【申万宏源策略】涨价链和非银开门红可期—— A股行业中观景气跟踪月报（2025年12月）
申万宏源证券上海北京西路营业部·2026-01-08 02:49