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港股異動丨中資券商股普漲 中國銀河、中金公司漲超2%
格隆匯 04-02 10:04

港股中資券商股普遍上漲,其中,中國銀河、中金公司漲超2%,弘業期貨漲1.5%,中信證券、申萬宏源、華泰證券漲約1%,招商證券、國聯民生、中信建投、廣發證券皆有漲幅。中信建投表示,2024年券商業績顯著修復,核心驅動來自政策利好、自營收益正增及2023年低基數效應。2025年,市場交投持續回暖下,股基交易額、融資餘額及權益基金髮行有望繼續提升,繼續提振券商財富管理收入,疊加去年一季度自營投資低基數的影響,行業盈利彈性或會繼續釋放。當前券商板塊兼具估值安全邊際與政策催化預期,建議持續關注。值得關注的是,中信證券、華泰證券、國泰君安、招商證券和中國銀河五家頭部券商24年歸母淨利潤超過百億元,其中國泰君安、招商證券和中國銀河等三家券商2024年重新回到“淨利百億俱樂部”。此外,廣發證券和東方財富歸母淨利潤也均超95億元,接近百億元。(格隆匯)

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