券商并购潮起,如何捕捉证券板块整体红利?

尺度商业
Dec 05, 2025

近日,中金公司、东兴证券、信达证券同时发布公告,中金公司正筹划换股吸收合并另外两家券商。这是继国泰君安合并海通证券之后,证券行业又一重大并购事件,标志着行业向“头部集中、特色分化”新格局进一步演进。在这一趋势下,券商行业进入了整体格局优化与价值重估的快车道。作为覆盖全行业的指数化投资工具,证券ETF南方(512900)正迎来重要的配置窗口。长期以来,我国券商行业存在分散竞争、国际竞争力不强的困境。...

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