非银金融行业2025年中报要点评述：券商和保险中报向好，非银视角看居民资金动向

开源证券2025-09-01

（以下内容从开源证券《非银金融行业2025年中报要点评述：券商和保险中报向好，非银视角看居民资金动向》研报附件原文摘录）概览：券商和保险中报向好，非银视角看居民资金动向从上市券商代买证券款余额环比趋势看，2季度环比+0.46万亿，比1季度的+0.17万亿提升明显，或印证2季度资金入市提速。从上市险企中报看，险资明显增配权益类资产，OCI股票比例提升显著，低利率+分红险占比提升支持趋势延续。券商中报...

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