券商Q1業績亮眼！3700億龍頭實現高增長，淨利潤同比增32%
4月步入尾聲，A股上市公司的業績披露窗口期即將結束。
截至目前，多家券商公司已發佈一季報，行業高增長態勢明顯。
Q1淨利大增32%
今日，券商龍頭中信證券發佈了一季度業績。
今年一季度，中信證券實現營收為177.61億元，同比增長29.13%；歸母淨利潤為65.45億元，同比增長32%；扣非淨利潤為64.37億元，同比增長31.23%。
對於一季度業績增長的原因，中信證券表示，主要系財富管理、投資交易等業務的收入增加。
此外，中信證券的子公司華夏基金今年一季度未經審計的淨利潤為5.61億元。
去年，得益於下半年的回暖，中信證券的業績增速由負轉正，全年實現淨利潤217.04億元，同比增長10.06%。
儘管業績表現不錯，但中信證券的股價已經連續5個多月處於下行趨勢。
去年9月24日以來，政策持續發力刺激經濟增長，資本市場表現活躍，“牛市旗手”券商股順勢走出了一波行情。
作為行業龍頭，中信證券的股價2024年9月24日至11月8日累計升超81%，並於11月8日盤中觸及歷史高點36.25元/股，隨後就開啟回調，至今已累計跌近28%。
截至今日收盤，中信證券最新報25.01元/股，總市值為3707億元。
券商Q1業績亮眼
除了中信證券，受益於資本市場回暖，多家券商今年一季度的業績表現亮眼。
截至4月29日晚，已有41家上市券商發佈了一季報，其中40家淨利潤實現盈利，僅錦龍股份一家虧損9573.1萬元。
值得注意的是，多家公司淨利潤同比翻倍，僅5家出現下滑。
其中，東北證券增長8.59倍，國泰海通增長3.92倍，國聯民生增長2.71倍，國盛金控增長2.05倍，紅塔證券、長江證券、華西證券、華鑫股份、東吳證券、國海證券翻倍。
展望未來，西部證券認為，券商基本面仍舊處於企穩上行通道中，建議擇機佈局。
國金證券認為，券商25Q1基本面預計將在低基數下實現反轉，建議關注Q1業績超預期的券商。同時，券商併購預期增強，建議關注券商併購潛在標的機會。
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