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券商板塊拉昇走強 中信、海通、國泰君安Q1營收均超百億
格隆匯 04-29 10:07

格隆匯4月29日丨券商板塊拉昇走強,國泰君安漲超7%,海通證券、南京證券漲超4%,興業證券、中信證券漲超3%,華泰證券、東方財富、中金公司、中信建投等漲超2%。

截至4月28日晚8點,共有23家上市券商披露了2021年一季報。從業績來看,券業馬太效應加劇,大券商的營收淨利仍保持高速增長,而營收及淨利同比下滑的多為中小券商。值得一提的是,中信證券、海通證券、國泰君安證券等3家券商今年一季度營業收入超百億元,而去年同期僅中信證券一家券商營收跨過百億規模。

從近期市場表現看,券商板塊表現較弱,有多家機構認為部分標的估值已到歷史低位。山西證券認為,從估值情況來看,證券板塊市淨率為1.61X,處於五年來中位數水平,但部分券商市淨率已接近歷史低位,具有較好的投資價值。從長期看,證券行業受益於註冊制推廣下的資本市場全面改革,具有很高的長期投資價值。

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