【国泰海通非银刘欣琦团队】资金面奠基,基本面催化——上市券商2025H1业绩前瞻

欣琦看金融
21 Jul

资金面奠基,基本面催化上市券商2025H1业绩前瞻联系人:刘欣琦/王思玥本报告导读预计2025H1上市券商业绩好于预期,归母净利润同比+61.23%。围绕科技与开放,市场投融资需求有望进一步提升,建议增持港股低估标的与有并购预期标的。摘要预计2025H1上市券商业绩好于预期,归母净利润同比+61.23%。1)我们预计42家上市券商2025H1调整后营业收入(营业收入-其他业务成本)同比+...

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