Tiger Brokers

【研报掘金｜华泰证券：下调中信证券目标价至26.91港元 维持“买入”评级】华泰证券发表报告指，中信证券首季实现营收177.61亿元，同比增长29.13%，净利65.45亿元，同比增长32%，与业绩预告一致。投资、经纪业务是业绩增长的主要驱动力；资产负债表延续扩张趋势、龙头地位全面巩固，维持“买入”评级。 华泰证券指，考虑到4月以来权益市场有所调整，适当下调对中信证券的投资类收入等假设，预测2025至2027年各年净利润分别244亿、263亿及281亿元，预计公司2025至2027年每股盈利分别为1.65元、1.77元及1.9元，较原先预测分别下调2%、10%及18%，目标价由27.1港元降至26.91港元。

金融界
May 07, 2025
华泰证券发表报告指，中信证券首季实现营收177.61亿元，同比增长29.13%，净利65.45亿元，同比增长32%，与业绩预告一致。投资、经纪业务是业绩增长的主要驱动力；资产负债表延续扩张趋势、龙头地位全面巩固，维持“买入”评级。 华泰证券指，考虑到4月以来权益市场有所调整，适当下调对中信证券的投资类收入等假设，预测2025至2027年各年净利润分别244亿、263亿及281亿元，预计公司2025至2027年每股盈利分别为1.65元、1.77元及1.9元，较原先预测分别下调2%、10%及18%，目标价由27.1港元降至26.91港元。

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