Group 1 - The A-share market has reached a new milestone, with the Shanghai Composite Index hitting a peak of 4061 points, surpassing the previous high of 4034 points from mid-November, marking a nearly 10-year high [1] - Key sectors contributing to the index's rise include non-ferrous metals, brokerage firms, fintech, and insurance, indicating a strong upward momentum in the market [2] - The "spring rally" has begun, supported by historical data showing strong seasonal effects in A-shares and H-shares during year-end and early-year periods due to earnings disclosures, policy changes, and holiday arrangements [2] Group 2 - The appreciation of the RMB has improved liquidity expectations and boosted risk appetite, aligning with the spring rally in the capital markets [2] - Factors supporting the market's short-term rally are expected to continue, with more potential catalysts anticipated in the future [2] - As January approaches the earnings forecast disclosure window, company fundamentals will once again play a crucial role in influencing stock price performance, with a focus on earnings certainty for investors above the 4000-point level [2] Group 3 - The China Securities Index 300 ETF (510330.SH) and its connecting fund (005658.OF) are highlighted as benchmark indices for A-shares, featuring high-quality leading stocks across technology, consumption, and finance sectors, which are expected to benefit from long-term capital inflows [2]

中信建投证券指出，上市险企在业绩方面有支撑，其中寿险看好2026年开门红新单增速超预期，财险看 好非车险"报行合一"带动承保利润较快增长。负债端来看，该行认为2026年开门红正迎来一系列利好因 素，一是近期5年期大额存单停售和3年期大额存单门槛提高背景下储蓄险相对吸引力有望提升；二是分 红险在需求端的市场接受度和供给端的队伍销售能力预计有所提升；三是"报行合一"带动银保渠道价值 率改善后头部险企积极加大银保渠道布局。第四，储蓄险产品作为后资管新规时代少数可提供长期确定 收益的金融产品，在净值化转型、非标转标驱动居民财富配置重构的过程中有望持续承接居民庞大的稳 健投资需求。 智通财经APP获悉，内险股延续涨势，截至发稿，中国平安(02318)涨4.08%，报71.4港元；新华保险 (01336)涨3.89%，报61.5港元；中国人寿(02628)涨3.62%，报30.9港元；中国太保(02601)涨2.81%，报 38.72港元。 消息面上，近日，国家金融监督管理总局数据显示，2025年前11个月，保险业总计实现保费收入57629 亿元，同比增长7.6%。其中，人身险公司实现保费收入41472亿元，同比增长9. ...

1月6日，上证指数早盘走势强劲，突破2025年11月的高点，再创10年新高。 上证指数再创10年新高 1月6日开盘后不久，上证指数突破2025年11月的高点，再创10年新高。 从主要行业板块和赛道来看，若按照申万一级行业划分，有色金属板块领涨，板块盘中涨幅接近3%，贵研铂业、宏创控股、华友钴业等多股盘中涨幅超 过7%，另有多股跟涨。 综合、电子、基础化工、计算机等板块涨幅居前。 概念板块方面，脑机接口、外骨骼机器人、钛金属、存储芯片、锂矿等多个概念均大幅上涨。 "牛市旗手"快速拉升 非银金融板块盘中快速拉升，其中被视为"牛市旗手"或"市场风向标"的券商股强劲上行，华林证券快速冲上涨停，华安证券、华泰证券等纷纷跟涨。互联 网券商龙头东方财富亦出现明显上行趋势，盘中涨幅超过3%。 此外，非银金融板块中的多只保险股亦走强，其中新华保险盘中涨幅超过4%，此前一个交易日该股大涨8.87%。 机构普遍看好 展望2026年，多数机构依旧看好后市。 兴业证券指出，市场有望从科技、媒体、通信领域（TMT）一枝独秀的结构牛转向结构更为均衡、各板块齐头并进的、更全面的牛市。 兴业证券从三个方面阐述了2026年行情的支撑点：一是海外 ...

Market Overview - Global economic growth in 2025 showed unexpected resilience, driven by preemptive consumer spending, AI capital expenditure, and a strong stock market, leading to better-than-expected growth in Asia-Pacific emerging economies[4] - In 2026, growth drivers for Asia-Pacific emerging economies may weaken marginally, with a "front-low and back-stable" moderate slowdown expected due to high base effects[4] Stock Market Performance - A-shares opened strong in 2026, with the Shanghai Composite Index rising 1.38%, and nearly 4,200 stocks advancing, marking a 12-day winning streak[13] - The Dow Jones Industrial Average closed at 48,977.2, up 1.2%, while the S&P 500 and Nasdaq rose 0.6% and 0.7%, respectively[6] - European markets strengthened, with the Euro Stoxx 600 index up 0.9% and the DAX 30 rising 1.3%[7] Commodity and Currency Movements - International oil prices increased, with NYMEX crude oil rising 1.74% to $58.32 per barrel, and Brent crude up 1.7% to $61.76[24] - Gold prices rose by 2.82% to $4,451.5 per ounce, while silver increased by 7.94% to $76.657 per ounce[24] Fixed Income Market - U.S. Treasury yields fell by 2-4 basis points due to an unexpected decline in the ISM manufacturing index, with the 10-year yield at 4.16%[27] - The primary market was active, with issuance exceeding $37 billion, about half of the expected issuance for the week[27] Sector Highlights - In the U.S. stock market, energy stocks led gains, with the energy index up 2.67%[7] - In Hong Kong, the Hang Seng Index rose slightly by 0.03%, while the Hang Seng Tech Index increased by 0.09%[9] Emerging Market Insights - The KOSPI index in South Korea surged 3.4% to 4,457 points, while the Nikkei 225 in Japan rose 3.0% to 51,832 points[19] - The S&P Mexico IPC index increased by 1.4%, closing at 65,014 points, with the materials sector leading gains[7]

Group 1: Insurance Services for Livelihood - The Guangdong Financial Regulatory Bureau issued guidelines to enhance the insurance sector's contribution to social welfare and support high-quality development in the province [1] - The guidelines emphasize the importance of expanding and improving the third pillar of pension insurance, particularly for flexible and new employment workers [1] - Support is provided for the establishment of a provincial personal pension service area and the development of innovative insurance products that combine pension risk protection with wealth management [1] Group 2: Multi-tiered Medical Insurance System - The guidelines aim to accelerate the construction of a multi-tiered medical insurance system, promoting customized commercial medical insurance and long-term care insurance [2] - There is encouragement for the inclusion of new medical technologies and drugs in insurance coverage, particularly for elderly and chronic disease patients [2] - The guidelines advocate for the integration of health insurance with medical services, enhancing the efficiency of medical expense settlements [2] Group 3: Insurance Coverage for Key Populations - The guidelines focus on improving insurance coverage for vulnerable groups, ensuring 100% insurance coverage for urban and rural low-income populations [3] - Insurance institutions are encouraged to develop products tailored to the needs of low-income individuals, flexible workers, and small business employees [3] - Special insurance protections are proposed for specific occupational groups such as veterans, police, firefighters, and healthcare workers [3]

北京商报讯（记者 胡永新）1月6日，广东金融监管局发布《关于支持我省保险业高质量发展 助力广东 在中国式现代化建设中走在前列的指导意见》（以下简称《指导意见》）。《指导意见》提出，强化保 险服务制造强省。围绕广东建设具有国际竞争力的现代化产业体系目标，聚焦制造业重点产业链，强化 对重点产业、重点产品、重点集群、重点企业保险保障服务。在做好广东传统产业保险保障服务升级的 基础上，加大对新能源、新材料、商业航天等战略性新兴产业集群和新能源车船、集成电路、新型储 能、医药和医疗器械、无人机和无人船等新兴产业的保险支持力度。加大保险服务低空经济力度，围绕 低空飞行基础设施和智能网联系统建设、低空飞行器重点制造产业、低空飞行运用场景等重点，开发全 产业链、全链条、全场景保险产品和服务。优化新能源汽车保险服务，探索开发智能驾驶责任保险产 品，支持广东新能源汽车产业发展。 ...

Core Viewpoint - The Guangdong Financial Regulatory Bureau has issued guidelines to support the high-quality development of the insurance industry, aiming to enhance its role in the modernization of China and the construction of the Guangdong-Hong Kong-Macao Greater Bay Area [1] Group 1: Development of Insurance Products - The guidelines emphasize the development of insurance products and services that cater to technological innovation, focusing on key industries such as loss of research and development, equipment loss, patent protection, and cybersecurity [1] - Insurance institutions are encouraged to create a comprehensive product and service system that covers the entire lifecycle of technology-based enterprises, including production, research and development, and the transformation of technological achievements [1] - Specific insurance products are to be developed for major technological equipment, new materials, and various medical and pharmaceutical innovations, including clinical trial liability insurance and product liability insurance for innovative drugs and medical devices [1] Group 2: Enhancing Risk Protection - The guidelines propose enhancing the overall risk protection level for technology through the establishment of co-insurance and reinsurance mechanisms, particularly for areas lacking historical data and with significant potential losses [2] - Financial institutions are urged to focus on key areas and improve product and service innovation mechanisms, as well as incentive policies [2] - Insurance companies are encouraged to innovate in pricing, underwriting, claims adjustment, and risk control, while also enhancing market-based assessment and claims mechanisms for technology risks [2] Group 3: Supporting Technology Transfer - The guidelines call for insurance institutions to support the transformation of technological achievements and to strengthen services for the international technology innovation center in the Greater Bay Area [3] - A mechanism for information sharing among departments is to be established to better match the insurance needs of technology enterprises [3] - Insurance institutions in Guangdong are encouraged to set up specialized departments and teams for technology insurance, cultivate professional talent, and optimize assessment and incentive mechanisms [3]

北京商报讯(记者李秀梅)1月6日，广东金融监管局官网公布《关于支持我省保险业高质量发展助力广东 在中国式现代化建设中走在前列的指导意见》(以下简称《指导意见》)。 《指导意见》提出，推动灾害保险保障体系建设，健全完善巨灾保险、灾害民生保险、政策性农房保险 等制度，加大财政支持力度，积极推进"灾害救助+金融保险"试点工作。探索在省级层面建立巨灾保险 共保体，鼓励健全多方参与、风险分散的巨灾保险保障体系，强化数据回溯，优化产品体系，探索巨灾 保险可持续发展路径。探索开展农村公路灾毁保险，拓展灾后修复资金筹措渠道，提升灾后重建效率。 优化保险大灾服务，加强常态化风险减量管理，统筹保险业大灾应急资源，科学建设救灾物资应急仓。 建立与各级地方政府大灾应急管理体系协同响应的工作机制，强化跨部门协同，提升大灾保险服务工作 效率。优化保险业大灾防御协同和车险查勘理赔互认工作机制，持续提升灾前防灾减损、灾中应急救 援、灾后及时赔付相结合的保防救赔一体化服务能力。完善灾后保险预赔付机制，做到应赔尽赔、能赔 快赔、合理预赔。 ...

北京商报讯(记者李秀梅)1月6日，广东金融监管局官网公布《关于支持我省保险业高质量发展助力广东 在中国式现代化建设中走在前列的指导意见》(以下简称《指导意见》)。 《指导意见》提出，支持并推动在粤头部保险机构设立专门的海洋保险中心或事业部，集聚专业人才和 技术资源，提升海洋保险专业化经营和服务能力。鼓励保险机构积极服务海上风电、光伏、油气等重点 项目，为项目建设期和运营期提供一揽子保险保障。支持保险机构针对储能电动船舶保险、新燃料船舶 建造险等开发适配保险产品，加快航运保险发展。研究制定支持专业性海洋保险机构发展的配套措施， 加快推进广东国际航运保险中心建设，增强对航运保险资源的集聚力和吸引力。支持保险机构积极构建 海洋牧场全产业链全流程保险体系，推动形成以种业、养殖、加工为基础，以装备、渔港、冷链物流为 支撑，以品牌、碳汇、配套服务等为补充的现代化海洋牧场保险体系。指导保险机构进一步优化海洋牧 场保险费率和保险责任，做优政策性海洋牧场保险承保理赔服务。研究适当降低现代化海洋牧场养殖险 保费农户承担比例，多举措扩大保险覆盖面。通过组建共保体、优化再保险安排等方式，完善海洋牧场 保险风险分担机制。积极支持加大对 ...

格隆汇1月6日｜里昂发表报告指，保诚于2025年12月完成印度合资资产管理公司IPAMC的首次公开招 股及相关股份销售，所得款项净额14亿美元将于2026至2027年间返还股东。里昂估计，保诚于2026及 2027年的股份回购金额分别为12亿及13亿美元，加上2025至2027年间每股股息年均复合增长率达11%， 意味着2026及2027年总股东回报率分别为4.8%及5.2%。该行将其目标价由135港元上调至140港元，评 级"跑赢大市"。 ...