A股異動丨證券板塊拉昇 資本市場政策紅利不斷 去年業績表現可圈可點
格隆匯1月28日丨財達證券漲逾7%領漲,行業龍頭中信證券漲逾4%,華創陽安漲近4%。A股2021年年報預披露持續進行,券商板塊預喜不斷。截至1月26日,目前已有17家A股上市券商發佈了2021年年度業績預吿或業績快報,絕大多數業績呈現增長態勢。從目前來看,中信證券實現歸屬於母公司股東的淨利潤229.79億元,穩居“券業一哥”;中原證券則成為2021年業績最大“黑馬”,淨利潤同比增幅或超四倍。光大證券在研報中表示,2022年,券商將直接受益於註冊制改革、多層次資本市場建設、主體融資渠道拓寬等方面,政策利好行業健康持續發展。資本市場的政策紅利一方面將催化板塊估值修復;另一方面有利於行業健康發展,尤其是龍頭公司市場份額的提升。

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