证券时报网讯，浙商证券研报指出，综合来看，10月份，制造业四大行业延续稳定向好运行态势，21个 细分行业PMI中有12个高于50%，显示当前多数行业保持增长势头，经济回升协调性增强。 大类资产方面，近期超预期政策组合拳聚焦于货币、房地产、资本市场等领域，将为经济稳定增长和高 质量发展创造良好的货币金融环境，有助于改善流动性，提振市场信心及风险偏好。 短期A股与港股均处于反弹阶段，未来需关注国内宏观调控政策扩围加码和海外地缘形势变化对我国基 本面的影响，关注创业板、科创50和北证50等高弹性板块。 固定收益领域，预计四季度10年期国债收益率总体呈现震荡走势，中长期而言，若出台大规模财政刺激 总需求政策，才会形成债市逻辑反转。 校对：赵燕 ...

股 票 研 究 公 司 更 新 报 告 证 券 研 究 报 告 国泰君安版权所有发送给上海东方财富金融数据服务有限公司.东财接收研报邮箱.ybjieshou@eastmoney.com p1 ——浙商证券 2024 年三季报点评 股票研究 /[Table_Date] 2024.10.31 | --- | |-----------------------------------| | | | | | | | [table_Authors] 刘欣琦 ( 分析师 ) | | 021-38676647 | | liuxinqi@gtjas.com | | 登记编号 S0880515050001 | | --- | --- | --- | --- | --- | |---------------------------|---------------------------|----------|-------|-------| | | | | | | | 吴浩东 ( 分析师 ) | 王思玥 ( | 研究助理 | ) | | | 010-83939780 | 021-38031024 | | | | | wuhaodo ...

证券代码：601878 证券简称：浙商证券 公告编号：2024-063 浙商证券股份有限公司 第四届董事会第二十四次会议决议公告 各位董事一致同意公司根据证监会、交易所相关规定及企业会计准则等要 求编制的《2024 年第三季度报告》。 表决结果：9 票同意，0 票反对，0 票弃权。 本议案提交董事会前已经公司董事会审计委员会审议通过。 具体内容详见同日在上海证券交易所网站（www.sse.com.cn）上披露的《浙 商证券股份有限公司 2024 年第三季度报告》。 二、审议通过公司《关于设立浙商证券产业研究院的议案》 表决结果：9 票同意，0 票反对，0 票弃权。 特此公告。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 浙商证券股份有限公司（以下简称"公司"）第四届董事会第二十四次会议 于 2024 年 10 月 21 日以书面方式通知全体董事，于 2024 年 10 月 30 日以通讯表 决方式召开。会议应表决董事 9 人，实际表决董事 9 人。会议的召开符合《公司 法》和《公司章程》规定。 经审议，作出决议如下： ...

证券代码：601878 证券简称：浙商证券 公告编号：2024-064 会议作出决议如下： 一、审议通过公司《2024 年第三季度报告》 监事会发表如下书面意见：公司 2024 年第三季度报告的编制和审议程序符 合相关法律、法规、《公司章程》和公司内部管理制度的各项规定，报告内容和 格式符合中国证监会和证券交易所的要求，报告真实反映公司的经营结果和财务 状况等事项，不存在任何虚假记载、误导性陈述或者重大遗漏。未发现参与报告 编制和审议的人员有泄密、违规行为。 表决结果：3 票同意、0 票反对、0 票弃权。 特此公告。 浙商证券股份有限公司监事会 2024 年 10 月 31 日 浙商证券股份有限公司 第四届监事会第十五次会议决议公告 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 浙商证券股份有限公司（以下简称"浙商证券"或"公司"）第四届监事会 第十五次会议于 2024 年 10 月 21 日以书面方式通知全体监事，于 2024 年 10 月 30 日以通讯表决方式召开。会议应出席监事 3 人，实际出席 3 人。会议的 ...

Financial Performance - The company's operating revenue for Q3 2024 was CNY 3,896,147,660.09, a decrease of 6.48% compared to the same period last year[2]. - Net profit attributable to shareholders for Q3 2024 was CNY 480,581,463.98, representing an increase of 14.71% year-on-year[2]. - The net profit after deducting non-recurring gains and losses was CNY 469,358,406.25, up 12.75% from the previous year[2]. - Basic earnings per share for Q3 2024 were CNY 0.13, an increase of 8.33% year-on-year[3]. - The total profit for the third quarter of 2024 is approximately CNY 1.56 billion, a decrease from CNY 1.70 billion in the same period last year, representing a decline of about 8.1%[18]. - The net profit attributable to shareholders of the parent company is approximately CNY 1.26 billion, down from CNY 1.33 billion year-over-year, reflecting a decrease of about 4.9%[18]. - The total comprehensive income for the third quarter is approximately CNY 1.48 billion, compared to CNY 1.41 billion in the previous year, indicating an increase of about 5.2%[18]. - The company’s net profit for the first three quarters of 2024 was CNY 1,563,053,888.20, down from CNY 1,706,001,010.48 in the same period of 2023[17]. Cash Flow - The net cash flow from operating activities for the year-to-date was CNY 7,989,488,599.66, down 24.39% compared to the same period last year[2]. - Cash inflows from operating activities for the first three quarters of 2024 amount to approximately CNY 30.83 billion, down from CNY 34.90 billion in the same period last year, a decrease of about 11.8%[19]. - Cash outflows from operating activities totaled approximately CNY 22.85 billion, compared to CNY 24.33 billion in the previous year, a reduction of about 6.1%[19]. - The net cash flow from operating activities for the first three quarters is approximately CNY 7.99 billion, down from CNY 10.57 billion year-over-year, a decline of about 24.5%[20]. - The company reported cash inflows from financing activities of approximately CNY 9.47 billion, a decrease from CNY 20.53 billion in the previous year, reflecting a decline of about 54.0%[20]. - The net cash flow from financing activities is approximately -CNY 1.24 billion, compared to CNY 2.46 billion in the same period last year, indicating a significant change[20]. - The ending balance of cash and cash equivalents is approximately CNY 41.94 billion, slightly up from CNY 41.91 billion year-over-year[20]. Assets and Liabilities - The total assets at the end of Q3 2024 were CNY 145,459,588,226.93, a slight decrease of 0.05% from the end of the previous year[3]. - Total assets as of September 30, 2024, were CNY 145,459,588,226.93, slightly down from CNY 145,527,686,507.72 at the end of 2023[16]. - Total liabilities decreased to CNY 116,195,150,345.68 from CNY 117,256,485,964.04, a reduction of 0.91%[15]. - Shareholders' equity increased to CNY 29,264,437,881.25, up from CNY 28,271,200,543.68, representing a growth of 3.50%[16]. - Cash and cash equivalents rose to CNY 43,355,856,471.40 from CNY 39,444,433,274.17, an increase of 7.25%[14]. - The company reported a decrease in trading financial assets to CNY 36,942,366,637.62 from CNY 41,917,640,335.00, a decline of 11.91%[15]. Shareholder Information - The total number of common shareholders at the end of the reporting period is 154,948[9]. - Zhejiang Shangsan Expressway Co., Ltd. holds 2,124,825,159 shares, accounting for 54.72% of total shares[10]. - The top ten shareholders collectively hold significant stakes, with the largest shareholder being a state-owned entity[10]. - The report indicates that there are no known related party transactions among the top shareholders[11]. - The company has a repurchase account holding 38,781,600 shares, representing 1.00% of the total share capital[11]. - The report does not indicate any shares pledged, marked, or frozen among the top shareholders[10]. - The largest foreign shareholder, Hong Kong Central Clearing Limited, holds 79,007,320 shares, accounting for 2.03%[10]. Investment and Development - Investment income for the first nine months of 2024 was CNY 324,351,344.89, a decrease of 67.11% year-on-year[8]. - The net cash flow from investing activities was CNY -1,944,671,757.23, indicating increased external investments during the period[8]. - The company has not disclosed any new product or technology developments in this report[12]. - There is no mention of market expansion or mergers and acquisitions in the current report[12]. - The report does not provide future outlook or performance guidance for the upcoming quarters[12].

证券代码：601878 证券简称：浙商证券 公告编号：2024-062 转债代码：113060 转债简称：浙 22 转债 浙商证券股份有限公司 关于控股股东持股比例因公司可转债转股 被动稀释的权益变动提示性公告 重要内容提示： 一、本次权益变动基本情况 （一）信息披露义务人基本情况 | 名称 | 浙江上三高速公路有限公司 | | --- | --- | | 注册地址 | 杭州市杭大路 1 号黄龙世纪广场 A 座 12 楼 | | 法定代表人 | 李伟 | | 成立日期 | 1998 年 1 月 1 日 | | 注册资本 | 776,664.2422 万人民币 | | 统一社会信用代码 | 913300007042002036 | | 经营范围 | 高等级公路的投资、建设、收费、养护、管理，高速公 | | | 路配套项目的开发经营及服务。（依法须经批准的项目， | | | 经相关部门批准后方可开展经营活动） | （二）本次权益变动情况 1 本次权益变动属于公司可转换公司债券转股引起股本增加，导致公司控 股股东持股比例被动稀释，不触及要约收购。 本次权益变动不会使公司控股股东及实际控制人发生变化。 公司控股股东持 ...

Merger Progress - The application for changing major shareholders and actual controllers of Guodu Securities was accepted by the CSRC on July 16, 2024 [1] - The CSRC issued feedback on the application on September 2, 2024 [1] - The company and relevant parties submitted a formal reply within 30 working days [1] Wealth Management Strategy - The company focuses on a "three-excellence strategy": excellent outlets, elite cadres, and precise models [2] - Adopts a high-end, institutionalized, and customized approach for high-net-worth families [2] - Promotes the securities settlement model to counter revenue decline from fee reductions [2] - Expands from pure wealth management to brokerage and credit services [2] - Transforms from investment advisors to wealth advisors and financial consultants [2] Asset Allocation Transformation - Launched the "Research + Wealth" innovation project to strengthen equity asset allocation [2] - Expands into bond and cash asset categories [2] - Conducts detailed research for equity assets and macroeconomic research for bond and cash assets [2] Business Synergy - Builds a comprehensive synergy system and network [2] - Establishes an integrated financial service system covering investment banking, research, investment, asset management, and brokerage [2] - Designs assessment mechanisms to support business collaboration [2]

红塔证券之后，券业又一家三季度业绩快报出炉。 10月22日晚间，浙商证券（601878.SH）披露2024年前三季度业绩快报公告。 今年1至9月，浙商证券实现营业收入118.96亿元，同比下降5.75%；实现净利润13.09亿元，同比下降 4.75%；实现归属于上市公司股东的净利润12.65亿元，同比下降4.92%，较上半年有所收窄。 值得一提的是，浙商证券净利润在今年第三季度迎来拐点。 界面新闻梳理财报发现，浙商证券第三季度实现营业收入38.96亿元，同比下降6.48%，环比下降 5.39%；实现归属于上市公司股东的净利润4.81亿元，同比增幅14.79%（上年同期约为4.19亿元)，环比 大幅增长42.73%。 今年一、二季度，浙商证券归属于上市公司股东的净利润分别为4.47亿元、3.37亿元。 浙商证券表示，2024年前三季度，国家出台多项重大举措，助力经济发展和消费复苏，政策持续转好， 市场信心得到了修复。 近期，股票市场投资情绪高涨，券商股作为"牛市旗手"受资金追捧。 最新股价方面，截至午盘，浙商证券涨幅为0.07%，报13.39元/股。 20日内，浙商证券股价涨幅达23.64%。 值得一提的是，当 ...

Financial Performance - For the first three quarters of 2024, the company reported total operating revenue of RMB 11.90 billion, a decrease of 5.75% year-on-year[3] - The net profit for the same period was RMB 1.31 billion, down 4.75% compared to the previous year[3] - The net profit attributable to shareholders was RMB 1.26 billion, reflecting a year-on-year decline of 4.92%[3] - Basic earnings per share decreased to RMB 0.33, down 8.33% from the previous year[3] Assets and Equity - As of September 30, 2024, total assets were RMB 145.46 billion, a slight decrease of 0.05% from the end of the previous year[3] - Shareholders' equity attributable to the company increased by 3.51% to RMB 27.97 billion compared to the end of the previous year[3] Return on Equity - The company's weighted average return on equity decreased by 0.42 percentage points to 4.59%[3] Management and Strategy - The company has maintained a stable operating performance despite a challenging market environment, demonstrating strong management capabilities[5] - The company emphasizes the importance of monitoring investment risks due to the preliminary nature of the financial data presented[6] - The company continues to explore cost reduction and efficiency improvement opportunities to enhance overall performance[5]

重要内容提示： 证券代码：601878 证券简称：浙商证券 公告编号：2024-060 转债代码：113060 转债简称：浙 22 转债 浙商证券股份有限公司 关于"浙 22 转债" 预计满足赎回条件的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 浙商证券股份有限公司（以下简称"公司"）股票自 2024 年 9 月 27 日至 2024 年 10 月 21 日，在连续 12 个交易日内有 9 个交易日收盘价格不低于"浙 22 转债"当期转股价格 10.05 元/股的 130%（即 13.07 元/股）。若在未来的连续 18 个交易日内有 6 个交易日的收盘价不低于"浙 22 转债"当期转股价格 10.05 元/股 的 130%（含 130%），将触发"浙 22 转债"的有条件赎回条款，届时公司根据《浙 商证券股份有限公司公开发行可转换公司债券募集说明书》（以下简称"《募集 说明书》"）的约定，将有权决定是否按照债券面值加当期应计利息的价格赎回 全部或部分未转股的"浙 22 转债"。 敬请广大投资者关注公司后 ...