2025年12月16日 MACD金叉信号形成，这些股涨势不错！ 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(近12个 | | --- | --- | --- | --- | --- | --- | | | | | (%) | (%) | 月) (%) | | 1 | 002083.SZ | 录日股份 | 10.03 | 138.01 | 1.40 | | 2 | 603730.SH | 岱美股份 | 3.58 | 22.61 | 3.44 | | 3 | 002478.SZ | 常宝股份 | 3.24 | 69.53 | 2.62 | | 4 | 600901.SH | 江苏金租 | 3.18 | 26.03 | 6.70 | | 5 | 000928.SZ | 中钢国际 | 2.35 | 7.36 | 4.69 | | 6 | 603515.SH | 欧普照明 | 2.03 | 15.42 | 5.06 | | 7 | 600970.SH | 中材国际 | 1.94 | 4.90 | 4.88 | | ...

江苏金融租赁股份有限公司 章程 2025 年 12 月 1 | | | 第一章 总则 第一条 为维护江苏金融租赁股份有限公司（以下简称"公司"）、 股东、职工和债权人的合法权益，规范公司的组织和行为，根据《中 国共产党章程》（以下简称《党章》）、《中华人民共和国公司法》 （以下简称《公司法》）、《中华人民共和国证券法》（以下简称《证 券法》）、《中华人民共和国银行业监督管理法》、《金融租赁公司 管理办法》、《银行保险机构公司治理准则》和《上市公司章程指引》 等有关规定，制定本章程。 第二条 公司是根据《公司法》、《金融租赁公司管理办法》和 其他有关规定，经国家金融监督管理总局批准以经营融资租赁为主业 的非银行金融机构，执行国家金融监督管理总局制定的各项方针政策， 按规定接受国家金融监督管理总局的监督管理。 公司系以整体变更方式设立的股份有限公司，并在市场监督管理 部门注册登记，取得营业执照。 第三条 公司于 2018 年 1 月 26 日经中国证券监督管理委员会（以 下简称"中国证监会"）核准,首次向社会公众发行人民币普通股 63,999.97 万股,于 2018 年 3 月 1 日在上海证券交易所上市。 第 ...

证券代码：600901 证券简称：江苏金租 公告编号：2025-058 江苏金融租赁股份有限公司 关于公司章程修订获监管机构核准的公告 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。 江苏金融租赁股份有限公司（以下简称"公司"）于 2025 年 10 月 13 日召开 2025 年第二次临时股东大会，审议通过《关于不再设立 监事会暨修订<公司章程>的议案》。近日，公司收到《江苏金融监管 局关于江苏金融租赁股份有限公司修改公司章程的批复》（苏金复 〔2025〕456 号），核准公司修订后的章程。 本次修订后的《江苏金融租赁股份有限公司章程》请参见上海证 券交易所网站（www.sse.com.cn）。 特此公告。 江苏金融租赁股份有限公司 2025 年 12 月 16 日 ...

2025年12月15日 2025年12月15日 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 | 車日涨幅 | 年内涨幅 | 股息率(近12个 | | --- | --- | --- | --- | --- | --- | | | | | (%) | (%) | 月) (%) | | 1 | 002478.SZ | 常宝股份 | 10.04 | 64.21 | 2.89 | | 2 | 605090.SH | 九丰能源 | 9.99 | 38.54 | 3.33 | | 3 | 603408.SH | 建霖家居 | 9.98 | 22.34 | 3.75 | | 4 | 002533.SZ | 金杯电工 | 4.34 | 32.69 | 2.03 | | 5 | 002032.SZ | 苏泊尔 | 3.22 | -4.37 | 5.95 | | 6 | 300628.SZ | 亿联网络 | 3.19 | -2.06 | 5.15 | | 7 | 002532.SZ | 天山铝业 | 2.88 | 79.46 | 3.00 | | 8 | 000 ...

Investment Rating - The report maintains a "Positive" investment rating for the non-bank financial sector [7]. Core Insights - The non-bank financial sector has shown strong overall performance this week, with brokerage firms experiencing an increase in market activity, maintaining historical highs. It is expected that the sector will continue to see high growth trends in earnings through 2025, suggesting a focus on the sector's future allocation value [2][4]. - In the insurance sector, the third-quarter reports have confirmed the logic of deposit migration, increased equity allocation, and improved new policy costs. The long-term return on equity (ROE) is expected to improve, leading to a potential acceleration in valuation recovery. The overall cost-effectiveness of allocations is gradually increasing, indicating a revaluation of the sector is underway [2][4]. - Recommendations include focusing on companies with stable earnings growth and dividend rates, such as Jiangsu Jinzu, China Ping An, and China Pacific Insurance, which have clear advantages in business models and market positions. Additionally, companies like Xinhua Insurance, China Life, Hong Kong Stock Exchange, CITIC Securities, Dongfang Wealth, Tonghuashun, and Jiufang Zhitu Holdings are also recommended based on their performance elasticity and valuation levels [4]. Market Performance - The non-bank financial index increased by 0.8% this week, with an excess return of 0.9% relative to the CSI 300, ranking high in the industry [5]. - Year-to-date, the non-bank financial index has risen by 6.7%, but with an excess return of -9.7% compared to the CSI 300, ranking lower in the industry [5]. - The average daily trading volume in the two markets reached 19,530.44 billion yuan, a week-on-week increase of 15.14%, with a daily turnover rate of 2.03%, up by 26.88 basis points [5]. Key Industry News & Company Announcements - China Life's cumulative total premium income has exceeded 700 billion yuan [6]. - Guosen Securities plans to distribute cash dividends totaling approximately 1.024 billion yuan, accounting for 11.21% of the net profit attributable to shareholders for the first three quarters [6]. - Industrial Securities announced a mid-term profit distribution plan, with a total cash dividend of 432 million yuan based on a total share capital of 8.636 billion shares [6].

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The non-bank financial index increased by 0.81%, outperforming the CSI 300 index which decreased by 0.08%. The brokerage and insurance sectors continue to show good trends, with valuations at low levels and relatively stagnant performance throughout the year. The Federal Reserve's interest rate cuts are beneficial for the equity market, directly favoring the profitability of securities firms' overseas businesses due to lower liability costs and asset expansion [4][5] - The average daily trading volume of stock funds reached 2.39 trillion, a 15.1% increase month-on-month, indicating a recovery in trading activity. The cumulative average daily trading volume for the year is 2.05 trillion, a 69.5% year-on-year increase [5] - The China Securities Regulatory Commission's recent positive stance signals a potential "policy easing period" for the industry, which may lead to an increase in leverage limits and support for the profitability of the securities industry. The report recommends focusing on strategic opportunities in undervalued leading companies in the brokerage and insurance sectors [5][6] Summary by Sections Brokerage Sector - The Federal Reserve's interest rate cuts are favorable for the overseas business of brokerages, and new regulations are set to standardize fund sales practices. The report highlights three main lines of recommended stocks: Huatai Securities, Guotai Junan, and CICC for their advantages in overseas and institutional business; GF Securities and Dongfang Securities for their wealth management strengths; and Guosen Securities for its retail advantages [5][6][7] Insurance Sector - The liability side is expected to achieve a "good start," with the transformation of dividend insurance continuing to progress. The demand for "savings" from residents is likely to persist, and the insurance distribution channel is expected to maintain high growth. On the asset side, stable long-term interest rates and a favorable equity market are expected to boost investment returns in the medium to long term [6][7]

中新经纬12月11日电因存在未按要求报送反洗钱部门设置变更相关情况等问题，民生期货有限公司福建 分公司(下称"民生期货福建分公司")及负责人罗秋华被警示。 罗秋华作为民生期货福建分公司的负责人，未按照《期货公司董事、监事和高级管理人员任职管理办 法》(证监会令第227号)第四条的规定切实履行职责，对上述问题负有管理责任。 根据《期货公司监督管理办法》第一百零九条、《证券期货业反洗钱工作实施办法》第十七条的规定， 厦门证监局决定对民生期货福建分公司采取出具警示函的监督管理措施，并根据《证券期货市场诚信监 督管理办法》将相关情况记入诚信档案。 根据《期货公司董事、监事和高级管理人员任职管理办法》第二条第三款和第四十四条第一项的规定， 厦门证监局决定对罗秋华采取出具警示函的监督管理措施，并根据《证券期货市场诚信监督管理办法》 将相关情况记入诚信档案。 企业网站信息显示，民生期货有限公司成立于1996年1月，全资控股股东为民生证券股份有限公司。公 司具备商品期货经纪、金融期货经纪、期货投资咨询资格，是上海期货交易所、郑州商品交易所、大连 商品交易所、上海国际能源交易中心、广州期货交易所的会员，中国金融期货交易所交易结 ...

另据数据统计，截至12月11日，中证红利指数共计43家成分股发布中期分红计划，现金分红总额3644亿元。 随着上市公司稳定、持续推进分红，相关ETF分红也相对较为连续。以中证红利ETF（515080）为例，自上市以来该ETF已经累计分红14次，每十份累计分 红金额3.65元。 中期分红在路上，近期多家国有大行实施大额中期分红。以中证红利指数成分股为例，数据显示，12月以来，已经有6家成分上市公司实施派息或即将派 息。 其中建设银行、中国银行中期分红额分别为486亿元、352.5亿元，值得注意的是下周一农业银行、工商银行也即将迎来大手笔分红，分红额分别为418亿 元、504亿元。 中国经营报指出，这是四大行连续第二年实施大额中期分红，分红规模与去年基本持平，分红率持续稳定在30%左右，彰显了国有大型银行回馈投资者的持 续性与稳定性。 | 证券代码 | 证券简称 | 中期分红派遣日 | 现金分红总额(亿元) | | --- | --- | --- | --- | | 601288.SH | 农业银行 | 2025-12-15 | 418.23 | | 601398.SH | 工商银行 | 2025-12-15 | ...

中期分红在路上，近期多家国有大行实施大额中期分红。以中证红利指数成份股为例，数据显示12月以来，已经有6家成份上市公司实施派息或即将派息。 另据数据统计，截至12月11日，中证红利指数共计43家成份股发布中期分红计划，现金分红总额3644亿元。 随着上市公司稳定、持续推进分红，相关ETF分红也相对较为连续。以中证红利ETF（515080）为例，自上市以来该ETF已经累计分红14次，每十份累计分 红金额3.65元。 今年以来中证红利ETF（515080）采取季度评估分红节奏，前三季度分红比例分别为1.01%、0.99%、0.95%，近期该ETF也即将迎来四季度评估分红结果。 | | 中证红利ETF（515080）今年以来分红概览 | | | --- | --- | --- | | 收益分配基准日 | 单位分红(元) | 分红比例(%) | | 2025/9/2 | 0.015 | 0.95 | | 2025/5/30 | 0.015 | 0.99 | | 2025/3/4 | 0.015 | 1.01 | 值得关注的是，二级市场上，近期红利板块随大市调整，中证红利全收益相对万得全A40日收益差再度跌破零轴，或意 ...

Investment Rating - The report maintains a "Positive" investment rating for the non-bank financial sector [7]. Core Insights - The non-bank financial sector has shown strong overall performance this week, with brokerages expected to maintain high growth trends in 2025. The report suggests focusing on the sector's future allocation value [2][4]. - The China Banking and Insurance Regulatory Commission (CBIRC) has issued a notice adjusting risk factors related to insurance companies' business, which is expected to enhance the certainty of ROE improvement and accelerate valuation recovery in the medium to long term [4][6]. - The report recommends companies with stable profit growth and dividend rates, including Jiangsu Jinzu, China Ping An, and China Pacific Insurance, as well as those with significant advantages in business models and market positions [4]. Market Performance - The non-bank financial index increased by 2.3% this week, outperforming the CSI 300 by 1.0%. Year-to-date, the non-bank financial index is up 5.9%, but underperformed the CSI 300 by 10.6% [5][17]. - The average daily trading volume in the market decreased to 16,961.78 billion yuan, down 2.35% week-on-week, while the margin financing balance rose to 2.48 trillion yuan, up 0.48% [5][39]. Key Industry News & Company Announcements - The CBIRC has adjusted risk factors for insurance companies, which is expected to support the growth of patient capital and enhance service quality to the real economy [6][64]. - Companies such as Zhongtai Securities and New China Life have announced their respective stock issuance and dividend distribution plans for the first half of 2025 [6].