申万宏源:重申看好2026年并购重组投资主线 主推三条投资主线

智通财经
Nov 21, 2025

智通财经APP获悉,申万宏源发布研报称,看好并购重组成为贯穿26年全年的核心投资主线之一。年初至今,券商板块大幅跑输大盘,目前补涨、欠配、低估逻辑顺畅。该行主推三条投资主线:1)权益市场吸引力提升背景下,券商财富管理/资产管理业务将直接受益。2)汇金系并购重组开启,受益于行业竞争格局优化的标的。3)海外业务优势显著的标的。申万宏源主要观点如下:事件:11月19日,中金公司发布关于筹划重大资产重组的...

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