金融行业周报：中国平安拟发行H股可转债，汇金获批成八家机构实控人

孙寅S0800524120007sunyin@research.xbmail.com.cn周安桐S0800524120005zhouantong@research.xbmail.com.cn陈静S0800524120006chenjing@research.xbmail.com.cn张佳蓉S0800524080001zhangjiarong@research.xbmail.com.cn非银金融：首批新浮动费率基金发行，重视低估 低 配 金 融 股 配 置 机 会—金 融 行 业 周 报（2025/06/02）2025-06-02非银金融：非对称降息落地，息差压力缓释—金融行业周报（2025/05/25）2025-05-25非银金融：并购重组管理办法修订落地，AIC扩 容 科 技 金 融 再 加 码—金 融 行 业 周 报（2025/05/18）2025-05-18证券研究报告2025年06月08日 分析师18511970156178888293961881112085013099070455相关研究 2|请务必仔细阅读报告尾部的投资评级说明和声明内容目录一、周涨跌幅及各板块观点...................................................................................................41.1保险板块周观点...........................................................................................................41.2券商板块周观点...........................................................................................................51.3银行板块周观点...........................................................................................................5二、保险周度数据跟踪...........................................................................................................62.1保险板块细分表现.......................................................................................................62.2债券及理财收益率表现................................................................................................6三、券商周度数据跟踪...........................................................................................................83.1券商板块细分表现.......................................................................................................83.2 A股市场交投表现........................................................................................................93.3 A股市场发行表现......................................................................................................103.4公募基金表现............................................................................................................10四、银行周度数据跟踪.........................................................................................................114.1银行板块细分表现.....................................................................................................114.2央行公开市场操作及货币市场利率表现....................................................................134.3同业存单发行情况.....................................................................................................154.4公司债、企业债发行情况..........................................................................................17五、行业新闻及重点公司公告..............................................................................................185.1行业资讯....................................................................................................................185.2重点公告....................................................................................................................19六、风险提示.......................................................................................................................19图表目录图1：非银金融周涨跌幅..........................................................................................................4图2：银行周涨跌幅.................................................................................................................4图3：保险A股表现.................................................................................................................6图4：上市险企A/H溢价率一览...............................................................................................6图5：10年期债券收益率变动..................................................................................................7图6：10年期AAA-AA信用利差变动.........................................................................................7图7：AAA级10Y-1Y期限利差变动..........................................................................................7图8：余额宝7日和微信理财通年化收益率.............................................................................7图9：本周证券行业涨幅前五名...............................................................................................8图10：本周证券行业涨幅后五名.............................................................................................8 3|请务必仔细阅读报告尾部的投资评级说明和声明图11：本周证券行业PB前五名...............................................................................................8图12：本周证券行业PB后五名...............................................................................................8图13：13家A+H股上市券商AH股溢价率一览........................................................................9图14：A股市场周度日均成交额..............................................................................................9图15：A股市场周度日均换手率..............................................................................................9图16：A股市场融资融券情况................................................................................................10图17：A股市场股票质押情况................................................................................................10图18：A股市场首发募资规模................................................................................................10图19：A股市场再融资规模......................................................