（责任编辑：康博） 中国经济网北京9月29日讯 华泰证券(SH:601688)今日股价涨停，截至收盘报21.77元，涨幅 10.01%。 ...

券商股飙升，A股证券指数盘中一度飙升近7%，最终收涨4.6%。成分股中，广发证券、华泰证券、国盛金控涨 停，湘财股份、东方证券、东吴证券涨超6%。港股券商股中，广发证券、华泰证券、中信证券涨超11%，东方证 券涨近11%，中国银河涨近10%。 消息面上，有媒体称，最新的关于券商佣金费率的反内卷要求主要包括禁止"万1免5"以及禁止低于成本价收费等， 具体如下： 在这些反内卷要求下，目前证券行业不再大打费率"价格战"，券商新开户佣金费率普遍为"万1.5"和"万1"左右，部 分券商针对资金体量较大的客户，佣金费率可低至万分之零点八左右。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 000776 | 广发证券 | 1 | 10.02 | 1746亿 | 44.90 | | 601688 | 华泰证券 | 1 | 10.01 | 1965 Z | 25.90 | | 002670 | 国盛金控 | 1 | 9.99 | 428亿 | 69.06 | | 600095 | 湘财股份 | 1 | 6.94 | 3 ...

Market Overview - The A-share market showed strong performance today, with all three major indices rising collectively. The Shanghai Composite Index increased by 0.90%, the Shenzhen Component Index rose by 2.05%, and the ChiNext Index gained 2.74% [3][4]. - The total trading volume in the Shanghai and Shenzhen markets reached 2.16 trillion yuan, an increase of 146 billion yuan compared to the previous trading day [1][7]. Sector Performance - The financial sector experienced significant gains, with major stocks like Guosheng Financial Holdings hitting the daily limit and achieving new highs. Both GF Securities and Huatai Securities also reached their daily limit [1]. - The new energy sector showed strength, particularly in green methanol stocks, with Donghua Technology achieving two consecutive limit-ups and Fuan Energy hitting the daily limit for the first time [1]. - The metals sector saw an overall increase, with Xingye Silver Tin hitting the daily limit [1]. - The semiconductor industry chain rebounded in the afternoon, with Changchuan Technology continuing to set historical highs [1]. - Conversely, the education sector struggled, with stocks like Kevin Education and China High-Tech hitting their daily limit down [1][2]. Market Statistics - A total of 3,576 stocks rose, while 1,658 stocks fell, with 201 stocks remaining unchanged. There were 66 stocks hitting the daily limit up and 15 stocks hitting the daily limit down [6]. - The market's heat index was recorded at 60, with a limit-up rate of 71% and a high opening rate of 57% [7].

Core Viewpoint - The report from Huatai Securities highlights the investment value of HSBC Holdings, driven by its strategic positioning and structural adjustments, which resonate with the recovery of the Hong Kong capital market [1] Group 1: Market Conditions - The Federal Reserve's resumption of interest rate cuts and the expectation of RMB appreciation enhance the attractiveness of Hong Kong stocks [1] - The Hong Kong capital market is anticipated to become a key destination for global capital inflows, benefiting quality banks in Hong Kong [1] Group 2: Company Performance - HSBC demonstrates stable operational efficiency, with non-interest income growth supporting revenue resilience [1] - The profit forecasts for HSBC's net profit attributable to shareholders are maintained at $21.393 billion, $22.326 billion, and $23.347 billion for the years 2025 to 2027, respectively [1] - The book value per share (BVPS) for 2025 is projected to be $11.53, corresponding to a price-to-book ratio of 1.19 [1] Group 3: Investment Rating - The target price for HSBC has been raised from HKD 112.25 to HKD 134.53, maintaining a "Buy" rating with a target price-to-book ratio of 1.5 for 2025 [1]

数据宝统计，截至14:17，华泰证券成交额48.56亿元，创2024年11月11日以来新高。最新股价上涨 10.01%，换手率3.16%。 据天眼查APP显示，华泰证券股份有限公司成立于1991年04月09日，注册资本902686.3786万人民币。 （数据宝） （文章来源：证券时报网） ...

Core Viewpoint - Guosheng Financial Holdings experienced a surge, reaching the daily limit, while several other securities firms, including Xinda Securities, GF Securities, Dongwu Securities, Changjiang Securities, Huatai Securities, Xiangcai Securities, and CITIC Securities, also saw significant increases in their stock prices [1] Group 1 - Guosheng Financial Holdings hit the daily limit on its stock price [1] - Xinda Securities, GF Securities, Dongwu Securities, Changjiang Securities, Huatai Securities, Xiangcai Securities, and CITIC Securities all experienced stock price increases [1]

A股方面，广发证券、华泰证券、国盛金控涨停，湘财股份、中信证券跟涨；港股方面，华泰证券涨逾 15%，中信证券、广发证券涨逾13%。 ...

(本文来自第一财经) AH股券商板块集体拉升，A股方面，广发证券、华泰证券、国盛金控涨停，湘财股份、中信证券跟 涨；港股方面，华泰证券涨逾15%，中信证券、广发证券涨逾13%。 ...

Core Viewpoint - The brokerage sector has shown significant gains, with the brokerage ETF fund rising by 6.96% and several key stocks reaching their daily limit up, indicating strong market sentiment and investment interest in this sector [1][3]. Group 1: Market Performance - As of September 29, the brokerage ETF fund (515010) increased by 6.96%, with stocks like GF Securities, Xiangcai Securities, Huatai Securities, and Guosheng Financial hitting their daily limit up [1]. - The brokerage sector has experienced a strong performance in September, with 17 out of 20 trading days seeing net inflows into the brokerage ETF fund, totaling 374 million yuan [3]. - The average price-to-book (P/B) ratio for the brokerage sector has decreased from above 1.60 at the beginning of the month to below 1.50, indicating a potential undervaluation [3]. Group 2: Key Stocks Performance - Notable stock performances include: - GF Securities: +10.02% - Xiangcai Securities: +10.02% - Huatai Securities: +10.01% - Guosheng Financial: +9.99% - CITIC Securities: +9.12% - Dongfang Securities: +8.49% - Dongfang Fortune: +7.52% - Dongwu Securities: +7.21% [2]. Group 3: Future Outlook - Despite facing potential year-on-year pressure in Q4, the brokerage sector's key business indicators, such as daily trading volume and margin financing, have reached historical highs, suggesting resilience [3]. - The expected average P/B ratio for the brokerage sector in Q4 is projected to remain between 1.40 and 1.60, indicating a potential opportunity for re-entry into the sector if valuations approach the lower end of this range [3]. Group 4: Related Products - The brokerage ETF fund (515010) tracks the securities company index (code 399975), with the top ten constituent stocks accounting for 60.56% of the index weight, providing a low-cost option for investors to gain exposure to leading brokerages [4].

| 截至发稿，上证指数上涨1.19%，报3873.78点；深证成指上涨2.23%，报13503.19点；创业板指上涨3.07%，报3248.21点。 | | | --- | --- | | 在港上市中资券商股持续拉升，华泰证券一度涨逾18%。截至发稿，上涨近16%，最新股价报21.52港元/股。中信证券、广发证券涨超12%，东方证券、 | 中州证券涨逾10%，中金公司、中国银河涨超9%。 | | HK 华泰证券 く 【厨富 G L Q | | --- | | 06886 港股通 BMP ▼ | | 21.520 今开 18.790 最高 21.940 最低 18.670 | | 15.89% 2.950 换手 2.29% 总量 3944万股 金额 8.22亿 | | 总值 1943亿 市图™ 10.20 市净 1.06 更多 | 29日午后，以券商为首的金融股大幅走强，上证50指数拉升涨超1%，大金融、新能源、有色金属等方向涨幅居前，沪深北三市上涨个股超3600只。 盘面上看，大金融表现抢眼，广发证券、华泰证券、湘财股份等涨停，中信证券放量大涨近9%。 | 证券 | | | Ai) | 17 Q | | -- ...