非银板块2025年三季报业绩前瞻:行业景气度依旧向好 板块业绩预计分化

国联民生证券
Oct 10, 2025

券商:业绩有所回暖,预计行业9M2025 归母净利润yoy+56%2025Q3 交投同比大幅改善,三季度权益市场有所回暖,驱动券商业绩修复,预计行业9M2025 主营收入yoy+31%,归母净利润yoy+56%。2025Q3 市场日均股基成交额2.1 万亿,yoy+210%/qoq+68%。截至2025 年9 月末,市场两融余额规模为2.4万亿元,yoy+69%。2025Q3 新发权益基金2094...

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