Enterprise mobility is a growing trend among businesses for offering their employees with remote working options to enhance their business operations. In addition, enterprise mobility provides numerous benefits, including increase in productivity of the employee, decrease in operational expenses of organizations, and others. Furthermore, enterprise mobility also helps organizations to control the access of a particular data of the organization and prevent it from various ransomware. Surge in data & mobile devices in organizations and increase in cloud & mobile application in various industries significantly boost the growth of the global enterprise mobility market. In addition, surge in BYOD trend in organizations positively impacts the growth of the market. However, high implementation cost and lack of awareness in developing nations are expected to hamper the market growth. On the contrary, surge in adoption of cloud-based technology among enterprises is projected to have a definite impact on the growth of the enterprise mobility market.

证券：行业景气度持续向好，竞争性供给侧改革加速行业头部集中，头部券商和特色券商有望长期保持领先优势。保险：负债端业绩将超市场预期，21年上半年利率预计将对板块构成明显助力，同时政策端或有想象空间，行业2021年将进入复苏周期。银行：经济复苏与业绩驱动，银行春季行情有望继续。

本周两市成交额继续回落，但均值仍稳定在万亿上方（1.03 万亿）。两融规模延续上升态势，1 月21 日达1.71 万亿，继续刷新近年新高。本周保险板块深度回调，国内疫情散发，涉及区域不断扩大对保险公司经营构成较大冲击。我们预计券商经营偏好和风控能力将对21 年业绩构成较大影响，加速板块业绩分化，从投资角度仍建议在不确定性中寻找确定性，继续推荐安全垫厚，经营稳健的头部标的。

2021 年一季度股市景气度有望在资金面和情绪面的双重牵引下短期向上，上市券商的估值与业绩将从中受益。从1 月迄今数据来看，报告的逻辑仍然成立：（1）资金面上，央行累计净投放940 亿元，10 年期国债收益率下行至3.11%，北上资金净买入467 亿元，公募基金新成立3261 亿份额，保险业“开门红”如期而至，机构资金已在集中入市；（2）情绪面上，央行及其他部委的2021 年年度工作会议遵循“不急转弯”的宏观政策导向，支持投资者风险偏好提升。我们建议投资者首要关注头部券商。

市场交投持续活跃，券商一季度行情乐观。券商密集公布业绩预告，行业景气度得到验证。继续看好春季躁动行情中，券商板块后发先至的表现，建议围绕财富管理条线、并购概念条线、低估值龙头条线进行布局。新基金持续超发、居民储蓄加速入市、一季报维持高增预期以及资本市场改革逐步落地等几方面因素助推券商板块基本面持续向好。

权益市场吸引力增强，居民资产配置逐步向金融资产转移；资本市场改革不断释放行业红利，公募基金迎来发展黄金时代；权益市场升温，聚焦财富管理与资产管理的公司将深度受益。