喜報頻傳！多股上半年業績高增，“牛市旗手”迎來反攻時刻？
券商中期業績喜報不斷傳來！
今日盤後，國盛金控披露了今年上半年的業績預告。
國盛金控預計，今年上半年實現歸母淨利潤1.5億元-2.2億元，同比增長236.85%-394.05%；扣非淨利潤爲1.45億元-2.15億元，同比增長259.14%-432.52%。
國盛金控表示，上半年，公司聚焦主責主業，積極把握市場機遇，深化財富管理轉型，
優化投行服務模式，經紀業務、投行業務業績同比有較好提升。
同時，國盛金控強化各類風險管控，信用減值準備同比有所減少。
自4月9日以來，國盛金控累計漲近25%，最新報14.51元/股，總市值爲280.8億元。
此前6月24日、25日、26日，因市場炒作穩定幣，國盛金控連續3個交易日漲停。
多家券商上半年業績高增
除了國盛金控，已有多家券商發佈了業績預告，且增長都非常亮眼。
江海證券母公司哈投股份預計，上半年實現歸母淨利潤約3.8億元，同比增加233.1%左右。根據公告，哈投股份業績大增的原因之一即是證券業務收入大幅增長。
上半年，哈投股份的證券業務受市場波動影響導致金融資產公允價值變動收益同比大幅度增加，以及買入返售金融資產信用減值損失同比大幅度減少。
紅塔證券預計，上半年實現歸母淨利潤爲6.51億元-6.96億元，同比增長45%-55%；扣非淨利潤爲6.34億元-6.79億元，同比增長40%-50%。
業績增長主要系，紅塔證券進一步提升資產配置的科學性和有效性，持續推進自營投資業務的非方向化轉型，資產負債結構和內容不斷優化、資產質量繼續提升，從而實現業績同比增加。
國泰君安國際預計，上半年淨利潤爲5.15億港元-5.95億港元，同比飆升161%至202%。
該預期增長主要由於財富管理、企業融資、資產管理及交易及投資等核心業務收入大幅上升。
除了紮實的業績基本面，國泰君安國際首獲虛擬資產交易服務許可，對行業示範效應顯著。
未來，內地券商的香港子公司將加快相關牌照申請，證券公司開展虛擬資產相關業務有望提速。
對此，中信證券認爲，在二級市場持續向好，一級市場快速復甦的背景下，券商板塊具備較強上漲潛力，重點推薦境外業務實力較強，投行業務保持領先的證券公司。
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