大行评级|交银国际:证券行业估值存在进一步上升的空间 维持中信证券和华泰证券的“买入”评级

格隆汇
22 Jul

格隆汇7月22日|交银国际发表研究报告指出,从已公布业绩预告的券商来看,次季度业绩仍保持强劲增长,增速超出该行预期。目前已有24家A股上市券商公布中报业绩预告,2025年上半年盈利按年增长区间在65%至80%(扣除国泰海通合并产生的负商誉),平均增长72%;次季度相较一季度增长13%。 该行认为,当前板块估值仍具吸引力。A股证券行业指数市净率为1.38倍,处于过去十年35%历史分位数,预计在强劲的...

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