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畢馬威:首季內地券商業績承壓 大型券商業務和區域佈局趨多元
畢馬威發表報告指,2022年以來,國內疫情發展、國際形勢變化、大宗商品市場波動,以及美聯儲寬鬆政策的退出,是市場面臨的重要不確定因素,受市場大幅波動影響,券商第一季整體業績承壓。根據wind數據,42家上市券商一季度實現營業收入994.64億元人民幣(下同),歸母淨利潤250.92億元,分別按年下滑29.05%和43.43%。除投行錄得按年增長,其他各項業務均出現下滑,其中投資業務是上市券商營收下滑的最主要因素。 畢馬威中國同時發現,龍頭綜合性券商業績下降明顯小於中小券商,如何在波動的市場環境下,依然保持一個較為穩健的增長模式,是未來券商考慮的重點問題,券商需進一步結合自身資源稟賦、業務模式和特點,制定中長期發展策略。 畢馬威中國證券及基金業諮詢服務主管合夥人鄭昊表示,大型券商業務和區域佈局更為綜合多元,通過積極試水各類創新業務,為證券行業的業務推陳出新做出了巨大的貢獻。 鄭昊指,近兩年頭部券商積極打造國際業務平台,持續佈局和發展跨境產品,並且加強本土企業境外上市及融資、境外投資以及跨境併購等多方面業務的開拓力度,海外業務貢獻度進一步提升。
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