证券行业周报：板块估值持续修复，关注中报业绩催化机遇

       -20%-15%-10%-5%0%5%10%15%2025-12-312026-01-072026-01-142026-01-212026-01-282026-02-042026-02-112026-02-182026-02-252026-03-042026-03-112026-03-182026-03-252026-04-012026-04-082026-04-152026-04-222026-04-292026-05-062026-05-132026-05-202026-05-272026-06-032026-06-102026-06-172026-06-242026-07-01证券行业沪深300 （一）板块：本周证券板块上涨，跑赢大盘个百分点 （二）个股：本周上市券商家上涨， 家待涨 （一） 证监会召开资本市场财务造假综合惩防体系央地协同工作推进会 （二） 证监会公开征求再融资规则优化意见 （一）本周股日均成交额万亿，两融余额环比提升 （二） 本周股迎来家上市公司，市场股权融资金额超亿元 （三）本周市场共计只新基金发行 （一）证券板块当前估值（截至月日） （二）投资建议 05000100001500020000250003000035000400000100200300400500600沪深两市累计成交额（万亿元）（左轴）年度日均股基成交额（亿元）（右轴）0.001.002.003.004.005.006.002026/1/162026/2/162026/3/162026/4/162026/5/162026/6/1605,00010,00015,00020,00025,00030,0002024-03-072024-04-072024-05-072024-06-072024-07-072024-08-072024-09-072024-10-072024-11-072024-12-072025-01-072025-02-072025-03-072025-04-072025-05-072025-06-072025-07-072025-08-072025-09-072025-10-072025-11-072025-12-072026-01-072026-02-072026-03-072026-04-072026-05-072026-06-07资料来源：，中国银河证券研究院资料来源：，中国银河证券研究院