一、ETF行业快讯1.三大指数集体上涨，非银金融板块ETF领涨 今日，三大指数集体上涨，上证综指上涨0.7%，深证成指上涨1.08%，创业板指上涨1.36%。多只非银 金融板块ETF上涨，其中，证券保险ETF（512070.SH）上涨3.65%，保险证券ETF（515630.SH）上涨 3.25%，证券ETF龙头（560090.SH）上涨2.80%。银行板块多只ETF下跌，银行ETF指数基金 （516210.SH）下跌0.57%，银行ETF南方（512700.SH）下跌0.54%，银行ETF（159887.SZ）下跌 0.52%。 2.首批北交所主题基金再迎开放窗口期 据上证报，首批北交所主题基金正在迎来新一轮开放窗口期。2021年11月23日集中成立的8只北交所主 题基金，均采取两年定期开放运作模式。近期，多只北交所主题基金发布公告，宣布进入第二个开放 期。从最新动向看，公募基金正持续加大北交所产品的布局力度，北证50指数相关基金累计年内上报数 量多达15只。值得期待的是，北证50ETF也箭在弦上，北交所投资生态将会进一步完善。 开源证券近期发布的研报显示，北交所主题基金陆续打开申购赎回，有望推动北交所投资 ...

今日沪深两市主力资金开盘净流出82.49亿元，尾盘净流入21.94亿元，全天净流入17.75亿元。 | | | 沪深两市最近五个交易日主力资金流向情况 (亿元) | | | | --- | --- | --- | --- | --- | | 日期 | 净流入金额 | 开盘净流入 | 尾盘净流入 | 超大单净买入 | | 2025-12-5 | 17.75 | -82.49 | 21.94 | 81.12 | | 2025-12-4 | -214.71 | -121.97 | -35.67 | -69.28 | | 2025-12-3 | -452.50 | -107.61 | -37.35 | -214.99 | | 2025-12-2 | -310.83 | -136.81 | -36.65 | -194.57 | | 2025-12-1 | -3.43 | -9.06 | 10.36 | 40.37 | 2.创业板主力资金净流入超36亿元 沪深300今日主力资金净流出21.86亿元，创业板净流入36.3亿元。 | | | 各板块最近五个交易日主力资金净流入数据(亿元) | | | --- | --- | ...

| 行业名 | 成交量（亿 | 成交量较昨日增减 | 换手率 | 涨跌幅 | 今日主力资金净流入（亿 | | --- | --- | --- | --- | --- | --- | | 称 | 股） | （%） | （%） | （%） | 元） | | 非银金 融 | 54.01 | 123.86 | 1.32 | 3.50 | 44.87 | | 有色金 属 | 72.98 | 23.14 | 3.25 | 2.84 | 37.81 | | 通信 | 38.14 | 17.17 | 2.18 | 1.23 | 27.29 | | 机械设 备 | 82.95 | 13.55 | 3.03 | 2.34 | 21.35 | | 电力设 备 | 71.54 | 29.13 | 2.85 | 1.61 | 18.82 | | 汽车 | 43.86 | -4.60 | 1.96 | 1.25 | 12.73 | | 计算机 | 56.51 | 6.72 | 3.16 | 1.40 | 11.85 | | 轻工制 造 | 32.29 | 7.63 | 3.81 | 1.03 | 7.62 | | 建筑材 料 | 18. ...

A股非银金融板块周五走强 中新社北京12月5日电 (记者 陈康亮)中国A股5日放量上涨，主要股指悉数飘红，保险、证券等非银行业 金融板块表现亮眼，涨幅居前。 来源：中国新闻网 编辑：万可义 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 根据金融数据服务商东方财富的统计，保险、证券板块当天分别上涨5.36%和2.27%；其中，保险板块 领涨A股所有行业板块；个股方面，当天A股保险股、券商股全线走高；其中，中银证券股价收获涨停 板，涨幅约10%。 消息面上，中国官媒5日刊发中国证监会主席吴清的署名文章。文章明确了"十五五"时期提高资本市场 制度包容性、适应性的重点任务举措，包括积极发展股权、债券等直接融资，推动培育更多体现高质量 发展要求的上市公司，营造更具吸引力的"长钱长投"制度环境等。 巨丰投顾投资顾问总监郭一鸣表示，上述文章传递出监管层持续完善资本市场制度、支持市场健康发展 的信号，这对于作为资本市场核心参与者的证券板 ...

Core Viewpoint - The Hang Seng Stock Connect Financial R (HKD) Index (483026) closed at 10,527.47 points, up 1.15%, with a trading volume of 51.949 billion HKD and a turnover rate of 0.43% on December 5 [1] Group 1: Index Performance - The index saw 65 constituent stocks rise, with Ruida Futures leading at a 10.01% increase, while 22 stocks declined, with Electric Power Investment and Financing leading at a 3.86% decrease [1] - The top ten constituent stocks by weight include HSBC Holdings (15.53%), China Construction Bank (11.08%), and AIA Group (8.37%) [1] Group 2: Market Capitalization - The total market capitalization of the top ten stocks includes HSBC Holdings at 1,733.079 billion HKD, China Construction Bank at 1,897.727 billion HKD, and Industrial and Commercial Bank of China at 2,050.886 billion HKD [1] Group 3: Capital Flow - The net inflow of main funds into the index's constituent stocks totaled 1.556 billion HKD, while speculative funds saw a net outflow of 488 million HKD, and retail investors experienced a net outflow of 1.068 billion HKD [3] - Notable net inflows include Dongfang Wealth at 532 million HKD and Guotai Junan Securities at 132 million HKD, while significant outflows were observed in Guangfa Securities and Changjiang Securities [3]

Core Insights - The Shenzhen-Hong Kong Stock Connect Financial R Index (483025) closed at 10,743.61 points, up 1.16%, with a trading volume of 47.173 billion yuan and a turnover rate of 0.43% [1] - Among the index constituents, 65 stocks rose, with Ruida Futures leading with a 10.01% increase, while 22 stocks fell, with Electric Power Investment and Financing leading with a 3.86% decline [1] Index Constituents Summary - The top ten constituents of the Shenzhen-Hong Kong Stock Connect Financial R Index include major financial institutions such as HSBC Holdings, China Construction Bank, and AIA Group, with respective weights of 15.53%, 11.08%, and 8.37% [1] - The total market capitalization of the index constituents varies significantly, with China Construction Bank at 1,897.73 billion yuan and HSBC Holdings at 1,733.08 billion yuan [1] Capital Flow Analysis - The net inflow of main funds into the index constituents totaled 1.556 billion yuan, while retail funds experienced a net outflow of 1.068 billion yuan [3] - Notable net inflows were observed in stocks like Dongfang Wealth and Guotai Junan Securities, with net inflows of 532 million yuan and 132 million yuan respectively [3]

资金流向方面，金融指数（399240）成份股当日主力资金净流入合计21.77亿元，游资资金净流出合计 6.15亿元，散户资金净流出合计15.63亿元。成份股资金流向详情见下表： 证券之星消息，12月5日，金融指数（399240）报收于1590.59点，涨2.22%，成交385.56亿元，换手率 1.29%。当日该指数成份股中，上涨的有27家，瑞达期货以10.01%的涨幅领涨，下跌的有6家，青岛银行 以2.06%的跌幅领跌。 金融指数（399240）十大成份股详情如下： | 证券代码 | 股票简称 | 权重 | 最新价 | 涨跌幅 | 总市值(亿元) | 所属行业 | | --- | --- | --- | --- | --- | --- | --- | | sz300059 | 东方财富 | 27.33% | 23.31 | 4.11% | 3683.92 | ■ 非银金融 | | sz002142 | 宁波银行 | 8.30% | 28.23 | -0.84% | 1864.19 | → 银行 | | sz000001 | 平安银行 | 8.21% | 11.53 | 0.35% | 2237.50 | 银 ...

非银金融行业资金流向排名 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601318 | 中国平安 | 5.88 | 1.29 | 96956.05 | | 300059 | 东方财富 | 4.11 | 4.10 | 51525.74 | | 601696 | 中银证券 | 10.02 | 6.12 | 44084.43 | | 600030 | 中信证券 | 2.43 | 1.35 | 37850.29 | | 601377 | 兴业证券 | 5.57 | 4.08 | 27739.93 | | 601336 | 新华保险 | 4.57 | 1.27 | 16847.70 | | 000776 | 广发证券 | 1.62 | 1.07 | 12807.29 | | 002961 | 瑞达期货 | 10.01 | 6.31 | 11823.72 | | 600095 | 湘财股份 | 4.56 | 3.12 | 11204.15 | | 000987 | 越秀资本 | 2.05 | 1.41 | ...

Core Viewpoint - The A-share market showed signs of recovery on December 5, with the ChiNext index rising over 1% after an initial drop of more than 0.5%. The non-bank financial sector experienced significant gains, driven by positive news regarding China Ping An and regulatory adjustments in the insurance sector [2]. Group 1: Market Performance - The A-share market rebounded, with the ChiNext index increasing by over 1% after a morning decline [2]. - The non-bank financial sector saw a collective surge in the afternoon, with notable stocks like China Ping An and China Pacific Insurance rising over 5% [2]. Group 2: Company-Specific Developments - Morgan Stanley, referred to as the "whistleblower" of the A-share market, added China Ping An to its focus list and maintained it as a top pick [2]. - Morgan Stanley raised the target price for China Ping An's A-shares from 70 yuan to 85 yuan and for its H-shares from 70 HKD to 89 HKD [2]. Group 3: Regulatory Changes - The Financial Regulatory Bureau released a notice adjusting risk factors related to insurance companies' business operations, aiming to promote high-quality development while maintaining risk control [2]. - The adjustments include changes to the risk factors for insurance companies investing in stocks and for export credit insurance, encouraging greater support for foreign trade enterprises [2].

Market Overview - The Shanghai Composite Index rose by 0.70% on December 5, with 29 out of the 31 sectors in the Shenwan classification experiencing gains, led by non-bank financials and non-ferrous metals, which increased by 3.50% and 2.84% respectively [1] - The communication sector also saw an increase of 1.23% [1] - The banking sector was the only one to decline, with a drop of 0.58% [1] Capital Flow - The net inflow of capital in the two markets reached 16.316 billion yuan, with 20 sectors experiencing net inflows [1] - The non-bank financial sector had the highest net inflow of 4.487 billion yuan, followed by the non-ferrous metals sector with a net inflow of 3.781 billion yuan [1] - Conversely, 11 sectors experienced net outflows, with the household appliances sector leading with a net outflow of 1.202 billion yuan, followed by the media sector with a net outflow of 1.04 billion yuan [1] Communication Sector Performance - The communication sector had a net inflow of 2.729 billion yuan, with 106 out of 124 stocks in the sector rising, including 3 stocks hitting the daily limit [2] - The top three stocks with the highest net inflow were Shida Group (1.135 billion yuan), Yongding Co. (962 million yuan), and Taicheng Light (553 million yuan) [2] - Eight stocks in the communication sector experienced net outflows exceeding 100 million yuan, with ZTE Corporation leading at 955 million yuan [3] Communication Sector Capital Inflow - The top stocks in the communication sector by capital inflow included: - Shida Group: +9.93%, turnover rate 36.14%, inflow 1.134 billion yuan - Yongding Co.: +10.03%, turnover rate 13.55%, inflow 962 million yuan - Taicheng Light: +9.25%, turnover rate 21.27%, inflow 553 million yuan [2] Communication Sector Capital Outflow - The top stocks in the communication sector by capital outflow included: - ZTE Corporation: -2.26%, turnover rate 4.12%, outflow 954.91 million yuan - Zhongji Xuchuang: +0.29%, turnover rate 2.56%, outflow 567.94 million yuan - Xinyi Sheng: +0.87%, turnover rate 4.00%, outflow 407.15 million yuan [3]