金吾财讯 | 中资券商股午后走强，截至发稿，国泰君安(02611)涨4.67%，中州证券(01375)涨3.75%，中国银河(06881)涨3.42%，海通证券(06837)涨3.41%，招商证券(06099)涨3.31%。消息面上，国泰君安保险表示，增量资金入市指引进一步明确，全面利好非银。该行认为，《关于推动中长期资金入市工作的实施方案》及新闻发布会相关工作部署利好打通中长期资金入市的堵点，预计政策的持续出台和落地将为资本市场带来增量，建议增持受益于增量资金入市的券商、金融信息服务商以及权益投资端弹性更大的纯寿险。方正证券表示，本次方案有助于引入增量入市资金、稳定股市表现，近期非银板块回调明显，估值分位性价比较高，建议继续关注非银板块投资机会。其中，券商：市场交投高景气度下券商盈利修复趋势明确，建议从交投业绩弹性、供给侧改革双维度选股。预计券商板块4Q24E归母净利润yoy+130%/qoq+15%，且考虑到1Q24券商业绩基数低、预计券商1Q25净利润yoy+50%；目前券商板块25年动态PB仅1.22倍/处于10年31%分位数；该行认为在“稳定股市”政策导向下，后续增量入市资金可期、交投活跃度有望保持高位，有望推动券商估值修复。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.