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研報掘金丨國投證券:維持中信證券“買入-A”評級,目標價29.94元
格隆匯 04-02 14:42

國投證券研報指出,中信證券(600030.SH)24年歸母淨利潤217億元(YoY+10.06%),經紀業務小幅增長,境內外財富管理持續推進。資管業務增長穩健,規模體量市場領先。公司2024年實現自營業務淨收入263億元,同比+21%,貢獻核心收入來源,佔五大業務條線合計淨收入的50%。券商資管方面,截至2024年末,公司管理資產規模1.54萬億元(較上年末+11%),全年管理費收入22億元(YoY+5%);私募資產管理業務市場份額13.43%,排名行業第一。公司龍頭地位保持穩固,看好公司長期業績韌性。給予1.4x2025年P/B,對應6個月目標價為29.94元,維持“買入-A”投資評級。

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