港股异动 | 中资券商股集体拉升 央行此前宣布降准降息 机构称券商板块盈利能力与估值存在预期差

智通财经
12 May

智通财经APP获悉,中资券商股集体拉升,截至发稿,中金公司(03908)涨3.69%,报14.6港元;中信证券(06030)涨2.88%,报20港元;光大证券(06178)涨2.59%,报7.12港元;中信建投证券(06066)涨2.24%,报9.13港元。

消息面上,中国人民银行行长潘功胜5月7日在国新办发布会上宣布,降准0.5个百分点,并降低政策利率0.1个百分点。此外,央行宣布将优化两项支持资本市场货币政策工具,将5000亿元证券基金保险公司互换便利,和3000亿元股票增持回购再贷款两个工具的额度合并,总额度变为8000亿元。国家金融监管总局局长李云泽表示,进一步扩大保险资金长期投资试点范围,为市场引入更多增量资金。

申万宏源发布研报称,一季度券商板块归母净利润同比增长83%,环比增长19%,经纪及自营表现较好;经纪零售业务发力,投行再融资同比高增驱动收入同比正增;投资收益率显著改善,融资业务扩表&资金成本压降共同驱动利息净收入增长;高景气度下券商板块盈利能力&估值存在预期差,在政策端发力稳市&监管定调证券业未来5年、2035年行业格局背景下,看好券商板块。

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