业务回暖+国际化加速 ,2025年中资券商迎高质量发展期

智通财经网
Jul 24, 2025

2024年9月以来,资本市场持续回暖,市场交投活跃推动股基成交额同比高增,两融余额增长,带动了券商板块的上涨行情。随着降息带动流动性改善,券商板块增长势头继续保持良好,基本面支撑进一步夯实。同时,在多项金融政策陆续落地、释放增量空间的背景下,券商板块估值有望延续企稳回升态势。从公布业绩预告的券商来看,二季度业绩仍保持强劲增长,增速超过预期,且自营投资业务、经纪业务成为核心业绩增长引擎。此外,随着...

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