港股異動丨中資券商股拉昇 興證國際升5.8% 廣發證券升近3%
港股中資券商股普遍拉昇,其中,興證國際升5.8%,弘業期貨升約5%,中金公司、華泰證券升3.5%,廣發證券、中國銀河、中州證券、東方證券升近3%,招商證券、中信證券升2%。消息上,5月16日,中國證監會正式公佈並實施修訂後的《上市公司重大資產重組管理辦法》,從簡化審核程序、創新交易工具、提升監管包容度等維度進行優化,推動併購重組向市場化邁進。東吳證券表示,隨着新規落地,併購重組項目有望增加、配套融資業務也有望增長,券商作為併購重組的財務顧問,將有更多機會參與其中,彌補投行收入的下滑,也能帶動券商其他業務線的協同發展。此外,併購重組政策的放鬆也有利於一級市場私募基金的退出,券商直投業務有望釋放業績。考慮到併購業務具備明顯的馬太效應,頭部券商在資金實力、專業人才、品牌影響力等方面具有優勢,因此將更為受益。(格隆匯)

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