Core Viewpoint - Chinese brokerage stocks are experiencing a collective rebound, with significant increases in share prices for major firms, indicating a positive market sentiment and potential growth in the sector [1] Group 1: Stock Performance - China International Capital Corporation (CICC) shares rose by 5.4% to HKD 22.26 [1] - CITIC Securities increased by 4.16% to HKD 13.77 [1] - Huatai Securities saw a rise of 3.79% to HKD 20.82 [1] - China Galaxy Securities gained 3.56% to HKD 11.63 [1] Group 2: Earnings Forecasts - Dongwu Securities announced an earnings forecast, expecting a net profit of CNY 2.748 billion to CNY 3.023 billion for the first three quarters of 2025, representing a year-on-year growth of 50% to 65% [1] - Dongguan Securities projected total operating revenue for the first three quarters of this year to be between CNY 2.344 billion and CNY 2.591 billion, reflecting a growth of 44.93% to 60.18% compared to the same period last year [1] - The expected net profit for Dongguan Securities is between CNY 862 million and CNY 953 million, indicating a year-on-year increase of 77.77% to 96.48% [1] Group 3: Market Analysis - Founder Securities noted a clear trend of fundamental recovery in the brokerage sector due to high trading activity, with net profit growth for the sector expected to accelerate to 70% in the third quarter [1] - The overall net profit for the brokerage sector is projected to grow by 54% year-on-year for the entire year [1] - Current valuations of brokerages do not align with the improving earnings, suggesting ample room for valuation adjustments [1]
港股异动 | 中资券商股集体回暖 上市券商首份三季报盈喜出炉 机构称三季报利润增速有望提速