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利好来了!首家券商公布
中国基金报· 2025-07-09 12:54
【导读】红塔证券预计上半年净利润同比增长45%至55% 见习记者 舍梨 首家券商2025年半年报业绩预告出炉。 7月9日,红塔证券公布2025年半年报业绩预告,预计2025年半年度实现归属于母公司所有 者的净利润为6.51亿元至6.96亿元,与上年同期相比将增加2.02亿元到2.47亿元,同比增长 45%至55%。 数据显示,2024年,红塔证券自营投资业务实现收入13.65亿元,同比增长106.32%。在整 体营收结构中,自营投资仍为公司最主要的利润来源和增长引擎。 2025年一季度,红塔证券实现营业收入5.66亿元,同比增长46%;实现净利润2.96亿元,同 比增长147.24%。报告期公司减持部分债券资产兑现收益,投资收益较上年同期增长。 机构:券商中报业绩或延续高增长 今年上半年,A股市场交投较为活跃。Wind数据显示,上半年A股市场成交额为162.65万亿 元,远超2024年同期的100.94万亿元。 在机构人士看来,受益于市场回暖、政策环境友好,券商经纪、投行、资本中介等业务均有 望受益,建议关注优质龙头券商的投资机会。 开源证券非银首席分析师高超认为,上半年A股市场交易活跃度同比大幅提升、IPO ...
机构预计券商中报业绩延续高增
● 本报记者 林倩 开源证券非银首席分析师高超认为,上半年A股市场交易活跃度同比大幅提升、IPO数量同比增速改 善,二季度债市转暖,叠加上半年港股市场交易活跃和IPO高景气,预计上市券商中报业绩延续高增长 态势。 看好券商板块投资机会 Wind数据显示,截至7月8日收盘,申万一级行业非银金融板块上涨0.9%,湘财股份涨超7.5%,国金证 券涨近4%,信达证券、天风证券均涨超2%。 上半年新开户人数同比大增、债市和股市向好、海外业务受益于港股市场高景气……日前,多位业内人 士在接受中国证券报记者采访时表示,受上述多因素助力,上市券商中报业绩有望延续一季度的高增态 势,看好券商板块的投资机会,建议关注中报业绩预告、稳定币等主题催化。 多因素助力券商中报业绩 Wind数据显示,上半年A股市场成交额为162.65万亿元,远超2024年同期的100.94万亿元。在接受采访 的多位业内人士看来,上半年市场交投活跃,IPO数量同比增速改善,叠加国际业务带来业绩增量,上 市券商中报业绩有望延续高增长态势。 "一季度券商板块业绩环比增速回正,预计二季度业绩在低基数下延续同比双位数增长。"申万宏源非银 首席分析师罗钻辉表示,在二 ...
齐鲁银行:2024年年报及2025一季报点评:业绩保持高增,资产质量改善-20250428
Dongxing Securities· 2025-04-28 12:23
Investment Rating - The report maintains a "Recommend" rating for Qilu Bank, indicating a positive outlook for the company's stock performance relative to market benchmarks [10]. Core Views - Qilu Bank's revenue and net profit have shown consistent growth, with 2024 revenue increasing by 4.6% year-on-year and net profit rising by 17.8%. In Q1 2025, revenue grew by 4.7% and net profit by 16.5% [2][3]. - The bank's asset quality is improving, as evidenced by a decrease in the non-performing loan (NPL) ratio to 1.17% in Q1 2025, down 2 basis points from the previous quarter. The provision coverage ratio has increased to 324.1% [2][5][9]. - Qilu Bank's loan growth remains robust, with a year-on-year increase of 12.6% in 2024 and 12.3% in Q1 2025, primarily driven by corporate loans [4][10]. Summary by Sections Financial Performance - Qilu Bank's revenue for 2024 was reported at 125 billion, with a projected growth rate of 4.6% for 2025. The net profit for 2024 was 50 billion, with a growth rate of 17.8% [11]. - The bank's net interest income increased by 7.9% year-on-year in Q1 2025, contributing to stable revenue growth [3]. Asset Quality - The NPL ratio has shown a downward trend, with a current rate of 1.17% and a provision coverage ratio of 324.1%, indicating a strong buffer against potential loan losses [5][9]. - The bank's retail loan NPL ratio has increased to 2%, reflecting broader industry trends, while corporate loan NPL rates remain stable [9]. Loan and Deposit Growth - Qilu Bank's total loans reached 3,371 billion in 2024, with a significant portion allocated to infrastructure and wholesale retail sectors [4][11]. - The bank's deposit growth is also strong, with a projected increase of 10.4% in 2025 [11]. Future Outlook - The bank is expected to maintain a high growth trajectory, with projected net profit growth rates of 16.9%, 15.2%, and 14.9% for 2025, 2026, and 2027, respectively [10][11]. - The report anticipates that the narrowing of interest margin declines will further support profitability [10].
基金最新调仓路径浮现,这些股票受追捧!
券商中国· 2025-04-10 09:06
近期A股市场波动加剧,资金风险偏好显著分化。 随着上市公司一季报预告密集披露,业绩高增长标的成为机构布局焦点,部分细分领域龙头获公募基金大 举加仓。与此同时,防御属性突出的红利资产、消费板块及政策受益方向再度受到资金关注,折射出机构 在震荡市中的策略切换。 券商中国记者梳理公司的年报季报发现,有多位基金经理加仓了英联股份,相对去年三季度,没有一只公 募产品持有英联股份,但2024年末数据显示,共有11家公募基金新进英联股份,合计持股158.15万股, 占流通股比例仅0.6153%,持股市值约1300万元。 有基金公司对券商中国记者表示,近期建议关注政策支持、估值偏低的内需方向,以及红利板块在关税政 策不确定下的投资价值。 资金抢筹这些"业绩王" 近期市场大幅波动下跌,4月8日利民股份、英联股份、孩子王、中国中车、晨光生物等多只业绩高增股均 收获涨停,资金抢筹迹象明显。 从预告净利润增幅来看,广大特材预计净利润增幅最高。公司预计一季度净利润增幅中值为1504.79%; 利民股份、泰凌微预计净利润同比增幅中值分别为1395.38%、894.00%。 主营农药(兽药)原料药及制剂的研发、生产和销售的利民股份,预计一 ...