Tiger Brokers

券商板块午后集体扬升 中国银河（06881）涨3.98%、中信证券（06030）涨2.82%

金吾财讯
Oct 23

金吾财讯 | 券商板块午后集体扬升，截至发稿，中国银河（06881）涨3.98%，兴证国际（06058）涨3.13%，中州证券（01375）涨2.84%，弘业期货（03678）涨2.63%，中信证券（06030）涨2.82%，招商证券（06099）涨2.47%，东方证券（03958）涨2.46%，广发证券（01776）涨2.43%，国联民生（01456）涨2.17%，中信建投证券（06066）涨2.21%，国泰海通（02611）涨1.98%，申万宏源（06806）涨1.83%。消息面上，国金证券表示，2026年以来国内硬科技产业融资需求旺盛，叠加权益市场行情修复，股权投资市场迎来回暖窗口，券商依托私募基金子公司、另类投资子公司构成的双股权投资平台，存量直投、跟投项目进入集中兑现周期，股权投资业务逐步成长为决定上市券商业绩弹性的重要板块。该机构表示，26H1其统计范围内的券商私募子、另类子净利润合计约240.63亿元（不包括中金财富），占上市券商归母净利润的比例约16%，股权投资业务已起到关键作用。业务本质是券商持有的科技股权期权组合，强周期、高弹性。收益来自一级成本到发行市值再到二级市价的估值跃迁，与二级市场高度联动，收益弹性与回撤风险并存。综合能力领先的券商在投行、投研等协同方面也更具备优势。

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