Hongta Securities(SH:601236) Zheng Quan Ri Bao·2025-07-10 16:11Group 1 - The core viewpoint of the news is that Hongta Securities expects a significant increase in its net profit for the first half of 2025, with a projected growth of 45% to 55% year-on-year, driven by strategic business optimizations and market conditions [1] - Hongta Securities anticipates a net profit attributable to shareholders of the parent company between 651 million to 696 million yuan, an increase of 202 million to 247 million yuan compared to the same period last year [1] - The company also projects a net profit excluding non-recurring gains and losses to be between 634 million to 679 million yuan, reflecting a year-on-year increase of 40% to 50% [1] Group 2 - The overall performance of Hongta Securities has shown a positive growth trend, with a reported revenue of 2.022 billion yuan in 2024, marking a year-on-year increase of 68.36%, and a net profit of 764 million yuan, up 144.66% [2] - In the first quarter of 2025, the company achieved a revenue growth of 46% and a net profit growth of 147.24% year-on-year [2] - Analysts believe that the profitability of the securities industry is expected to continue its upward trend in the first half of the year, supported by improved market activity and favorable policy conditions [2][3] Group 3 - The long-term development logic of the securities industry is evolving towards high-quality growth, with an emphasis on open cooperation and effective investment banking practices [3] - Key investment themes include mergers and acquisitions, wealth management transformation, innovative licensing, and improvements in return on equity (ROE) [3]