《路透》早前引述消息人士报道，中金公司(03908.HK) 即将与中国银河(06881.HK) 合并，交易完成将成为第三大券商公司，拥有1,930亿美元的资产。上述两间券商及后均否认合并消息。
花旗发表研报指，认为上述合并存在可能性，且市场自去年初开始已预期中国银河会与中金公司合并。该行表示，对合并计划将在未来数周内公布感到怀疑，主要由于中金公司近期出现管理层变动；财政部向汇金(即中金公司母公司)的券商股权转让仍在进行中，这可能为中金公司的券商整合计划带来复杂性或延迟。
尽管如此，花旗仍认为上述合并计划长期而言是可行的。假设换股比率为2.5 :1，预计中金公司A及H股将分别有约10%及30%的上升空间。另外，该行看好中国银河，因潜在合并协同效应可能提升其股东权益回报率，并预计中国银河在2024财年第四季将实现较中金公司更强的盈利表现。(js/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-27 16:25。)
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