金吾财讯 | 中信建投发研报指,根据同花顺的统计,截止8月1日,已有27家上市券商公布半年度业绩预告数据。总体上看,数据显示,24家发布业绩预告的上市券商均实现盈利,其中23家预增,1家实现扭亏。分业务来看,经纪及两融业务方面,受多项利好政策推动,市场成交实现高增,两融维持高位;投行业务方面,市场再融资规模实现高增,IPO整体有所恢复。该机构认为,基于良好的半年度业绩预告,叠加资本市场改革深化、流动性宽松及市场指数中枢上移预期,券商板块下半年投资机遇凸显。
金吾财讯 | 中信建投发研报指,根据同花顺的统计,截止8月1日,已有27家上市券商公布半年度业绩预告数据。总体上看,数据显示,24家发布业绩预告的上市券商均实现盈利,其中23家预增,1家实现扭亏。分业务来看,经纪及两融业务方面,受多项利好政策推动,市场成交实现高增,两融维持高位;投行业务方面,市场再融资规模实现高增,IPO整体有所恢复。该机构认为,基于良好的半年度业绩预告,叠加资本市场改革深化、流动性宽松及市场指数中枢上移预期,券商板块下半年投资机遇凸显。
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