截至2025年6月25日 10:39，中证800证券保险指数(399966)上涨0.92%，成分股国盛金控(002670)上涨 10.03%，湘财股份(600095)上涨7.92%，信达证券(601059)上涨3.81%，国泰海通(601211)上涨2.53%，东 吴证券(601555)上涨2.39%。保险证券ETF(515630)上涨0.86%，最新价报1.3元。 消息面上，国家数据局6月24日举办"数据要素×"系列第二场新闻发布会，中国证监会科技监管司副司 长、一级巡视员在会上表示，证监会紧密围绕做好数字金融等"五篇大文章"，将数据要素作为新质生产 力的重要组成部分，稳步推进数据要素在资本市场的深度融合与创新应用。 东海证券指出，在前期严监严管的背景下，未来高质量发展的具体细则将成为资本市场长远发展的主要 推动力，一流投资银行建设的有效性和方向性不改，建议把握并购重组、高"含财率"和ROE提升三条逻 辑主线，个股建议关注资本实力雄厚且业务经营稳健的大型券商配置机遇。 保险证券ETF紧密跟踪中证800证券保险指数，中证800证券保险指数是在中证800指数的基础上，选择 证券保险行业内对应的证券作为指数样本， ...

【保险证券ETF(515630)小幅上涨，新"国九条"见效，7家头部券商去年合计分红330亿元】 国海证券宣布以每10股派0.3元的标准派发1.91亿元，加上中期0.38亿元分红，全年累计派息2.29亿元， 分红比例高达53.45%。 随着上述两家券商实施年度派息落地，2025年全行业全年累计分红金额突破560亿元，同比增幅达 28%，头部券商与中小机构的差异化分红策略形成鲜明对比。 华泰证券认为，展望未来，龙头券商具备更稳健的投资策略与更领先的用表能力，且部分头部券商固收 投资业务的OCI占比较高，仍有利润释放空间，有望凸显业绩韧性；轻资本业务则有望在交易持续活跃 的背景下延续修复趋势，经纪净收入或继续贡献增量。 东吴证券认为，行业推荐排序为保险>证券>其他多元金融，非银金融目前平均估值仍然较低，具有安 全边际，攻守兼备。1）保险行业受益于经济复苏、利率上行。储蓄类产品销售占比大幅提升，负债端 预计持续改善，长期仍看好健康险和养老险发展空间。2）证券行业转型有望带来新的业务增长点。受 益于市场回暖、政策环境友好，券商经纪业务、投行业务、资本中介业务等均受益。 截至2025年6月3日 13:38，中证800证 ...

Group 1 - The core viewpoint is that insurance and securities stocks are experiencing significant gains due to regulatory policies aimed at stabilizing the capital market and promoting liquidity, with a notable increase in stock prices for companies like China Life Insurance and Huatai Securities [1] - The insurance securities ETF has risen by 5.15%, indicating strong market interest and investment in the sector, with the latest price reported at 1.29 yuan [1] - Regulatory measures are encouraging long-term equity investments to match the duration of liabilities, which is expected to sustain the enthusiasm for insurance capital acquisitions and support the development of the real economy [1] Group 2 - As of April 30, 2025, the top ten weighted stocks in the CSI 800 Securities Insurance Index account for 63.03% of the index, highlighting the concentration of investment in major players like Ping An Insurance and CITIC Securities [2] - The CSI 800 Securities Insurance Index is designed to provide investors with diversified investment options by selecting relevant securities from the broader CSI 800 Index [1][2]

保险板块涨超4%，保险证券ETF(515630)涨幅为1.39%，成交额585.88万元，近1月份额减少900万份。 打包市场龙头，抢反弹就买指数ETF>> ...

Group 1 - The China Securities Regulatory Commission (CSRC) has issued a plan to promote high-quality development of public funds, shifting the focus from "scale" to "returns," which is seen as a turning point for the industry [2] - Shanxi Securities believes that the plan will help cultivate long-term and patient capital, encouraging a shift from short-term speculation to value investment, benefiting securities companies and improving their business [2] - The insurance sector currently faces uncertainty primarily due to pressures on the asset side, with future valuation recovery dependent on the performance of the bond, equity, and real estate markets [2] Group 2 - The CSI 800 Securities and Insurance Index has a current price-to-earnings ratio (PE-TTM) of 11.82, indicating it is at a historical low, below 96.33% of the time over the past year [2] - The CSI 800 Securities and Insurance Index is composed of selected securities from the securities and insurance industry, providing investors with diversified investment options [3] - As of April 30, 2025, the top ten weighted stocks in the CSI 800 Securities and Insurance Index account for 63.03% of the index, with major companies including China Ping An and CITIC Securities [3]