Tiger Brokers

中资券商股活跃 中金公司（03908）涨5.13%、招商证券（06099）涨4.31%

金吾财讯
Nov 02

金吾财讯 | 中资券商股盘初活跃，截至发稿，中州证券（01375）涨6.93%，中金公司（03908）涨5.13%，弘业期货（03678）涨4.89%，招商证券（06099）涨4.31%，广发证券（01776）涨4.28%，国联民生（01456）涨3.74%，申万宏源（06806）涨3.64%，中信证券（06030）涨3.72%，中国银河（06881）涨3.57%，光大证券（06178）涨3.43%，国泰海通（02611）涨2.07%，东方证券（03958）涨1.35%。消息面上，广发证券研究认为，从上市券商披露26年三季报来看，Q3单季受市场波动影响，业绩同环比下滑，监管发声全力稳市场，关注后续板块低估低配下修复机会。在政策利好背景下，若市场风险偏好修复，券商板块或将受益。国泰海通证券研究指出，26Q1-3前十券商平均年化ROE12.8%，行业11-20、21-30、31名之后的ROE均值分别9.3%、6.8%、4.5%，较中小券商均值差距略有拉大。核心的差别在于自营业务的稳定性，大中型券商自营业务更为稳健，整体收入贡献保持相对稳定、伴随扩表可实现自然增长；中小券商在展业模式上更为激进，导致自营收入贡献波动较大。该机构建议，当前优质头部券商在ROE水平及成长性、估值性价比上均优势显著，推荐国际业务及财富管理双主线。

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