增持后，易方达基金管理有限公司最新持股数目为101,185,000股，持股比例由7.90%上升至8.02%。 格隆汇9月2日丨根据联交所最新权益披露资料显示，2025年8月26日，中信建投证券(06066.HK)获易方达基金管理有限公司在场内以每股均价14.7229港元增 持160.05万股，涉资约2356.4万港元。 | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | | 持有權益的股份數目 佔已發行的 有關事件的日期相 | | | --- | --- | --- | --- | --- | --- | --- | | | 博 股份數目 | 原因 | | | ( 請參閱上述*註 有投票權股(日 / 月 / 年) 權 | | | | | | | | 份百分比 | | | | | | | | (%) | | | CS20250829E00485 | 易方达基金管理有限公司 | 1101(L) | 1.600,500(L | HKD 14.7229 | 101.185.000(L) | 8.02(L)26/08/2025 | | 股份代號: | 06066 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 公告送出日期：2025年09月02日 1. 公告基本信息 ■ 2.其他需要提示的事项 （1）本公告所述的"基金"包括按照《证券公司大集合资产管理业务适用〈关于规范金融机构资产管理 业务的指导意见〉操作指引》的要求完成变更后的证券公司大集合资产管理产品。 （2）本集合计划将于2025年09月03日起暂停赎回，拟办理赎回业务的投资者应不晚于2025年09月02日 15:00前提交赎回申请。后续赎回业务办理时间以新管理人中信建投基金管理有限公司网站 （www.cfund108.com）公告为准。在重新开放赎回业务前，各类份额的份额持有人将无法赎回本集合 计划份额，请投资者做好安排。 （3）风险提示：本集合计划管理人承诺以诚实信用、勤勉尽责的原则管理和运用集合计划资产，但不 保证集合计划一定盈利，也不保证最低收益。投资者投资于本集合计划前应认真阅读本集合计划的资产 管理合同、招募说明书、资料概要等法律文件。敬请投资者注意投资风险。 （4）咨询方式：中信建投证券股份有限公司客户服务热线：4008-888-108，公司网址： www.csc108.com。 中信建投证券股 ...

【深圳商报讯】（记者 陈燕青）随着中报收官，上市券商集体交出一份亮眼成绩单。根据Wind统计， 上半年共有10家券商营收超百亿元，9家券商净利润增速实现翻倍。由于并购重组，国泰海通超越中信 证券，位居券商净利润榜首。 净利润方面，国泰海通超越中信证券，上半年实现归母净利润157.37亿元，位居榜首；中信证券实现净 利润137.19亿元，位居第二；华泰证券实现净利润75.49亿元，位居第三。此外，中国银河、广发证券、 国信证券、招商证券净利润均超50亿元。 国泰海通上半年归母净利润同比增长213.74%，其业绩大幅预增主要得益于换股吸收合并海通证券产生 的负商誉计入营业外收入。 营业收入方面，上半年中信证券以330.39亿元的营收位居榜首；国泰海通位居第二，上半年实现营收 238.72亿元；华泰证券、广发证券紧随其后，营收均超150亿元；此外，中国银河、中金公司、申万宏 源、国信证券、中信建投、招商证券营收规模均超100亿元。 ...

Group 1 - The overall commission from brokerage firms in the first half of the year reached 4.472 billion yuan, a year-on-year decrease of 33.98% [1] - Leading brokerage firms dominate the market, with CITIC Securities leading at 347 million yuan in commission, followed by Guotai Junan at 283 million yuan [1][2] - The top 20 brokerages accounted for 75% of the total commission, with individual firms surpassing 100 million yuan in commission income [2] Group 2 - Some mid-sized brokerages achieved significant growth in commission revenue, with Huafu Securities seeing a 312.34% increase to 86.83 million yuan [3] - Zhezhang Securities and Xinyu Securities also reported substantial growth, with increases of 2163.26% to 48.20 million yuan [3] - The research business is undergoing a comprehensive transformation, focusing on returning to value and exploring new development paths [4][5] Group 3 - CITIC Securities is expanding its research capabilities and global reach, enhancing service for institutional clients [4][6] - Guolian Minsheng plans to improve market share through differentiated and forward-looking research [6] - The industry is witnessing a shift towards integrated financial services, combining research with business operations to meet client needs [5][6]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2025年上半年，中信建投证券保持了平稳发展的态势。公司实现营业收入107.40亿元，同比增长 19.93%，增速略低于行业平均。其营收排名从第八位微降至第九位，下滑一位，营收同比增加12.12亿 元，增长稳健但不算突出。 盈利方面，中信建投实现归母净利润45.09亿元，同比增长57.77%，增速远不及行业平均水平，行业归 母净利平均增长率127%。净利润排名维持在行业第九位，与去年同期持平。净利润同比增加16.51亿 元，表现中规中矩。 作为投行业务的传统强者，中信建投在总经理金剑华的带领下依然保持着核心竞争优势。尽管营收和净 利润的增速及排名变化未给人太多惊喜，但其稳健的经营策略确保了公司持续位居行业第一梯队，基本 盘依然牢固。 | | | | 2025上半年A股上市券商营收及排名变化 | | | | | --- | --- | --- | --- | --- | --- | --- | | 排名 | 简称 | 营收亿元 | 营收增长率% | 营收增减亿元 | 排名变化 | 常经理 | | 1 | 中信证券 | 330.39 | 2 ...

Core Viewpoint - The significant increase in mid-term dividends announced by listed securities firms reflects a recovery in performance, adherence to new policies, and efforts to enhance brand appeal and attract investors [1][4]. Group 1: Dividend Announcements - A total of 28 listed securities firms have announced mid-term dividend plans, with a cumulative dividend amount of 18.797 billion yuan, representing a nearly 40% year-on-year increase [1][3]. - Among the firms, 21 have announced dividends exceeding 100 million yuan, with 7 firms exceeding 1 billion yuan, the highest being 4.298 billion yuan from CITIC Securities [3][4]. - The per-share dividend (pre-tax) ranges from 0.008 yuan to 0.29 yuan, with cash dividend ratios primarily between 10% and 35% [3]. Group 2: Performance and Policy Impact - The securities industry has shown a significant performance recovery in the first half of 2025, with 150 securities firms reporting a total revenue of 251.036 billion yuan and a net profit of 112.28 billion yuan, marking increases of 23.47% and 40.37% respectively compared to the same period in 2024 [4]. - The new "National Nine Articles" policy encourages multiple dividends within a year, aiming to enhance shareholder returns and improve the overall dividend culture among listed companies [4][5]. - The policy also imposes stricter regulations on companies with low or no dividends, incentivizing firms to maintain higher dividend payouts [4]. Group 3: Market Perception and Investor Confidence - The substantial dividends are seen as a strategy to establish a strong market image of profitability, thereby enhancing brand competitiveness and attracting more investors [4]. - High and frequent dividends can boost investor confidence in the long-term development of the capital market and related securities firms [5].

Core Viewpoint - The significant increase in mid-term dividends announced by listed securities firms reflects a recovery in performance, adherence to new policies, and efforts to enhance brand appeal and attract investors [1][3]. Group 1: Dividend Announcements - A total of 28 listed securities firms have announced mid-term dividends, amounting to 18.797 billion yuan, representing a nearly 40% year-on-year increase [1][2]. - Among the firms, 21 have announced dividends exceeding 100 million yuan, with 7 firms surpassing 1 billion yuan, the highest being 4.2 billion yuan [1][2]. - The per-share dividend (pre-tax) ranges from 0.008 yuan to 0.29 yuan, with cash dividend ratios primarily between 10% and 35% [1][2]. Group 2: Year-on-Year Comparison - In 2024, 25 listed securities firms implemented mid-term dividends totaling 13.447 billion yuan, indicating a year-on-year increase in the number of firms and a 39.79% rise in total dividends [2]. - Notably, 22 firms have consistently issued mid-term dividends in both 2024 and 2025, with several new entrants in 2025 [2]. Group 3: Financial Performance - The securities industry has shown a significant recovery in performance, with 150 securities firms reporting a total revenue of 251.036 billion yuan and a net profit of 112.28 billion yuan in the first half of 2025, marking increases of 23.47% and 40.37% respectively compared to 2024 [3]. - For the 42 directly listed securities firms, total revenue reached 251.866 billion yuan, and net profit was 104.017 billion yuan, reflecting year-on-year growth of 11.37% and 65.08% [3]. Group 4: Policy Influence - The new "National Nine Articles" policy emphasizes the importance of cash dividends, encouraging firms to enhance dividend stability and predictability, and promoting multiple dividends within a year [3]. - The policy also imposes restrictions on major shareholders of companies that have not paid dividends for years or have low dividend ratios, aiming to incentivize high-quality dividend-paying companies [3]. Group 5: Considerations for Dividends - While high dividends can attract investors and enhance confidence in the capital market, firms must also consider their liquidity to avoid negatively impacting normal operations [4]. - High and frequent dividends can provide investors with greater returns, fostering long-term confidence in the development of the capital market and related securities firms [4].

Core Insights - The overall performance of the securities industry in China has been strong in the first half of 2025, with significant revenue and profit growth reported by major brokerage firms [1][2]. Financial Performance - In the first half of 2025, 150 securities firms achieved a total operating income of 251.036 billion yuan and a net profit of 112.280 billion yuan [1]. - Among 50 listed brokerages, 44 reported year-on-year revenue growth, with 10 firms exceeding 10 billion yuan in revenue [2]. - Notable firms such as CITIC Securities and Guotai Junan reported revenues of 33.039 billion yuan and 23.872 billion yuan, respectively [2]. - The net profit of 50 listed brokerages all turned positive, with eight firms exceeding 5 billion yuan in profit [2]. Profit Growth - Thirteen brokerages reported a net profit growth of over 100% year-on-year, with Guolian Minsheng achieving a staggering 1185.19% increase [2][3]. - Huaxi Securities also saw a significant profit increase of 1195.02% [2][3]. Business Segments - Proprietary trading and brokerage services are the main drivers of profit growth for brokerages [4]. - In the first half of 2025, securities investment income reached 100.242 billion yuan, while brokerage business net income was 68.842 billion yuan [4]. - CITIC Securities reported proprietary trading income exceeding 10 billion yuan, with a year-on-year growth of 62.42% [4]. Investment Banking Recovery - The investment banking sector is showing signs of recovery, with CITIC Securities' investment banking revenue growing by 20.91% [5]. - The Hong Kong IPO market has been active, providing new opportunities for leading brokerages [6]. Future Outlook - The performance of listed brokerages is expected to remain strong, driven by market activity and regulatory support [6].

Company Strategy and Business Highlights - Company adheres to the "Four Transformations" strategy: specialization, internationalization, digitalization, and ecological integration [1] - Focus on offline core business innovation, serving large clients and mid-sized enterprises [1] - Despite short-term global economic fluctuations, international business continues to recover with a focus on overseas operations [1] - Over 100 million yuan invested in digitalization, exploring AI integration in recruitment [1] - The He Wa platform is being developed to promote resource sharing within the industry [1] Operational Performance - Recruitment business focuses on emerging technology sectors, leading to a 6.20% year-on-year increase in revenue [2] - Flexible employment business shows strong growth with a 29.31% increase in revenue for the first half of 2025, employing over 49,500 outsourced staff and independent consultants [2] - Significant client strategy success, with 14 of the top 50 clients seeing revenue growth exceeding 100% and new client revenue up by 77% [2] - Internationally, the company operates over 10 branches in 8 countries, with Hong Kong and overseas revenue reaching 1.215 billion yuan, a 5.10% increase [2] Financial Metrics - For the first half of 2025, company revenue reached 7.075 billion yuan, a 27.67% year-on-year increase, with net profit of 127 million yuan, up 46.96% [3] - Revenue from mainland China was 5.860 billion yuan, a 33.62% increase, while traditional offline business grew by 27.58% and new technology business revenue increased by 48.23% [3] - Basic earnings per share were 0.6428 yuan, a 46.96% increase, with a weighted average return on equity of 6.21%, up 1.54 percentage points [3] - Total assets as of June 30 were 4.197 billion yuan, with net assets of 2.1 billion yuan [3] Digitalization and AI Progress - Significant advancements in digitalization and AI, with improvements in the CRE model score and optimization of the Match System [4] - Development of the CRE-T1 reasoning embedding model initiated in July, showing promising experimental results [4] - Implementation of the WorkFlow Agent and internal testing of the autonomous decision-making agent Mira, capable of handling payroll and attendance tasks [4] Q&A Session Insights - Company addressed trends in the recruitment market, the growth of part-time expert services, and the development of the He Wa platform [5] - Recruitment market is undergoing structural changes, benefiting from the company's core capabilities [5] - Demand for part-time experts is increasing, with a strong accumulation of high-end candidates [5] - The He Wa platform's offer growth rate exceeds revenue growth, indicating potential for improved conversion rates in the future [5] - Flexible employment business continues to thrive through large client and new customer expansion, optimizing client structure [5] - AI Agent applications in recruitment and flexible employment are enhancing efficiency, with the He Wa platform's AI 2.0 version expected to lead to higher job specialization and industry efficiency [5]

智通财经APP获悉，香港联交所最新资料显示，8月26日，易方达基金管理有限公司增持中信建投证券 (06066)160.05万股，每股作价14.7229港元，总金额约为2356.4万港元。增持后最新持股数目约为1.01亿 股，最新持股比例为8.02%。 ...