智通财经APP获悉,中资券商股继续走高,截至发稿,招商证券(06099)涨5.56%,报12.52港元;中国银河(06881)涨5.52%,报7.07港元;中金公司(03908)涨5.14%,报13.5港元;华泰证券(06886)涨4.81%,报11.32港元。
消息面上,4月9日晚间,包括中国银河、华泰证券在内的多家券商发布一季度业绩快报,净利润均实现超50%增长。其中,华泰证券预计一季度实现归属于母公司所有者的净利润人民币34.37亿元至人民币36.66亿元,同比增加50%至60%;中国银河预计一季度实现归属于母公司股东的净利润为人民币27.73亿元至人民币31.00亿元,同比增长70%至90%。此前,中信证券预计2025年第一季度公司实现归属于母公司股东的净利润约人民币65.45亿元,同比增长32%左右。
开源证券指出,央行和中央汇金等表态积极,充分发挥国家“平准基金”功能,增持ETF和股票利于稳定权益市场。一季度以来,证监会连同各方持续推动中长期资金入市,创设证券、基金、保险互换便利工具,鼓励上市公司回购和增持。券商板块4月8日PB估值1.26倍,估值和机构持仓仍在低位,受益于活跃度提升券商1季报业绩有望超预期,看好券商板块机会。
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