港股异动 | 中资券商股早盘回暖 券商三季度业绩预期乐观 机构称同比增速有望进一步扩大

智通财经
Sep 29, 2025

智通财经APP获悉,中资券商股早盘回暖,截至发稿,华泰证券(06886)涨5.71%,报19.63港元;招商证券(06099)涨5.56%,报16.53港元;广发证券(01776)涨4.97%,报18.81港元;中信证券(06030)涨5.08%,报28.52港元。

华西证券发布研报称,2025年三季度证券市场各项指标逐渐清晰。预计45家上市券商在2025Q3单季度实现调整后营收1581亿元,同比增加50%,环比增加21%。2025年前三季度,预计45家上市券商实现调整后营业收入3987亿元,同比增加44%。

开源证券则表示,三季度交易活跃度和两融规模提升明显,叠加低基数,券商三季报业绩同比增速有望进一步扩大;向后展望,投行、衍生品和公募业务等业务有望接续改善,头部券商海外业务崛起和内生增长导向有望驱动本轮头部券商ROE扩张,板块估值仍在低位,机构欠配明显,继续看好券商板块战略性配置机会,关注三季报和政策事件催化。

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