智通财经APP获悉，中资券商股集体走高，截至发稿，中金公司(03908)涨4.2%，报15.86港元；招商证券(06099)涨4.1%，报15.2港元；中信建投证券(06066)涨3.8%，报10.38港元；国泰君安(02611)涨3.68%，报12.96港元；中国银河(06881)涨3.44%，报8.41港元。
消息面上，近日，五部委联合召开金融支持民营企业高质量发展座谈会。东海证券指出，在政策落实上的坚定决心，有望助推民营企业的夯实发展，也能提升资本市场的整体质量和竞争力，促进资本市场与实体经济的深度融合。此外，上周市场关于大型券商并购重组的预期再度升温，且部分券业并购已呈现实质性进展，在行业并购重组加速的大背景下，多种形式的并购有望引发更多市场主体对内部资源整合与业务聚焦的思考和实践，下一阶段仍是市场配置的主要方向。
长城证券此前指出，目前市场的成交量并没有在券商及金融IT上进行有效定价，股价走强预计不会缺席太久。当下稳股市政策组合拳+国内低利率环境+ETF快速出圈，有望共同驱动个人投资者活跃度中枢抬升，券商交易端和业务端均有望持续受益，叠加低基数，预计券商2025年上半年业绩高增长趋势有望延续。
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