研報掘金丨華泰證券:中信證券全年投資業務收入創新高,AH股均維持“買入”評級
華泰證券研報指出,中信證券(600030.SH)24年歸母淨利潤217.04億元,同比+10.06%。Q4歸母淨利潤49.05億元,同比+48%、環比-21%,整體表現與業績快報一致。全年投資業務收入264億元,創歷史新高,同比+21%、佔收入比例達41%,是業績增長的核心驅動力。公司財富管理聚焦精細化客户經營,年末客户數累計超1580萬户,同比+12%。公司在境內股權融資與債務融資業務繼續保持市場第一,但受行業影響,公司全年投行業務淨收入42億元、同比-34%。投資業務已成為核心驅動、資產負債表延續擴張趨勢、龍頭地位全面鞏固,預計公司未來業績保持穩健提升態勢,AH股均維持“買入”評級。
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