数据显示，南向资金正加速流入港股，8月15日，南向资金净流入358.76亿港元，刷新历史最高单日净 流入纪录。截至8月15日，今年以来南向资金累计净流入9389.21亿港元，已远超去年全年的8078.69亿港 元。 国金证券指出，25Q2险资股票配置规模较Q1再增2500亿，权益表现较好利差压力减弱。截至25H1，保 险行业资金运用总规模达36.23万亿元，较上年末增长8.9%，较25Q1增长3.7%，延续稳健增长态势。 行业动态方面，平安举牌太保、国寿H股，从业内投资视角印证保险经营趋势正在改善，持续推荐保险 板块。申万宏源研究指出，中国平安近期连续举牌中国太保H股和中国人寿H股，这是自2019年以来首 次出现险资举牌保险股，释放出行业基本面筑底向好的积极信号。此举不仅体现了险资对保险板块投资 价值的认可，也反映出在低利率环境下，保险股的高股息属性和资产端改善趋势正吸引长期资金关注。 港股通非银ETF(513750)：市场首只且唯一一只跟踪港股非银指数的ETF，不受QDII额度限制；其中牛 市"第二旗手"保险占比超6成。从港股通证券范围中选取符合非银行金融主题的不超过50家上市公司证 券作为指数样本，以反映 ...

Group 1 - The Hong Kong non-bank ETF (513750) has seen significant investor interest, with its latest scale surpassing 5 billion yuan, marking a historical high [1] - The ETF has recorded a net inflow of 715 million yuan over the past five trading days, with a single-day peak net inflow of 384 million yuan, indicating strong demand for the non-bank financial sector in Hong Kong [1] - The ETF tracks the CSI Hong Kong Stock Connect Non-Bank Financial Theme Index, which focuses on leading non-bank financial companies in Hong Kong, with a high weight of 63.1% in the insurance sector [1] Group 2 - The Hong Kong non-bank ETF (513750) is the first and only ETF tracking the CSI Hong Kong Stock Connect Non-Bank Financial Theme Index, benefiting from its rarity and strong return capabilities [2] - As of July 8, the ETF has achieved a one-year net value growth rate of 74.3%, ranking in the top 2 among 2402 passive index funds [2] - Major brokerage firms, such as China Merchants Securities, express optimism about the current allocation value of the Hong Kong non-bank sector, highlighting the positive impact of related policies on insurance companies and securities firms [2]