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研報掘金丨平安證券:東方財富Q2業績環比改善,維持“推薦”評級
格隆匯 08-14 14:53
平安證券13日研報指出,東方財富(300059.SZ)23H1收入結構基本保持穩定,費用投入持續。Q2單季度業績環比改善,其中,自營收入環比+33.2%,手續費及佣金淨收入環比+11.5%,利息淨收入環比+2.1%。公司依託絕對流量優勢和持續完善的互聯網財富管理生態圈,證券業務市佔率仍在突破、基金代銷業務維持龍頭地位,權益市場温和復甦、公司自營業務穩健擴張,此外,8月11日公司公吿稱將整合業務及研發能力,組建人工智能事業部,有望提升公司產品能力與運營能力、疏解降費降傭壓力。近期資本市場利好政策不斷出台,市場交投情緒有所好轉,市場行情與交易量邊際回暖,公司作為財富管理龍頭有望率先受益。維持“推薦”評級。
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