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券商板塊大漲,券商ETF(512000)漲近5%,浙商證券等3股漲停
格隆匯 05-14 11:26
格隆匯5月14日丨券商股漲幅進一步擴大,財達證券、湘財股份、浙商證券漲停,東方財富漲大超9%,中金公司漲近9%,光大證券、中信建投、國聯證券等紛紛大漲。

券商ETF(512000)大漲近5%,現成交額為13.6億元。

Wind統計2020年,40家上市券商合計營收5187億元,同比增速27.0%;合計淨利潤1456億元,同比增速34.0%。其中,頭部券商業績增長更為明顯,上市券商2021年一季度整體營收及淨利潤均實現25%以上的增速。

財信證券指出,今年以來證券行業持續調整,且2020年末以來證券行業二級市場解禁、減持、再融資等事件對投資者情緒及短期股價層面造成負面影響。券商板塊目前估值處於歷史底部位置,具有一定的安全邊際。投資主線上,建議重點關注優質龍頭券商以及業務特色突出的中小券商。

渤海證券預計未來行業競爭會進一步加劇,在衍生品等創新業務快速發展、客户財富管理需求增加背景下,大型綜合型券商憑藉雄厚資本實力、豐富的客户資源、綜合的業務佈局等優勢,在監管趨緊以及市場波動加大情況下的應對能力會更強,市場份額有望不斷提升。

中銀國際研報指出,長期來看,在資本市場深化改革不斷深入、擴大開放舉措不斷推進、證監會推動打造航母級券商的大背景下,政策利好有望持續提升行業業績,支持估值中樞上行;券商併購將成為行業趨勢,集中度進入上升通道。一步擴大,航新科技漲近14%,北摩高科封板,天和防務、中航沈飛漲超6%,航發控制漲超5%,延續近期良好漲勢。
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