越秀资本（000987）公告，预计2025年1月1日至2025年6月30日归属于上市公司股东的净利润为14.73亿 元至15.75亿元，同比增长45%至55%。扣除非经常性损益后的归属于上市公司股东的净利润为14.66亿 元至15.67亿元，同比增长69%至81%。基本每股收益预计为0.2922元/股至0.3125元/股。 ...

7月8日，永安期货今日收盘17.18元，上涨9.99%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到49.38倍，创448天以来新低，总市值250.06亿元。 从行业市盈率排名来看，公司所处的多元金融行业市盈率平均73.98倍，行业中值27.79倍，永安期货排 名第15位。 截至2025年一季报，共有10家机构持仓永安期货，其中其他7家、基金2家、券商1家，合计持股数 127756.12万股，持股市值165.83亿元。 最新一期业绩显示，2025年一季报，公司实现营业收入22.77亿元，同比-47.51%；净利润929.46万元， 同比-88.08%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)11永安期货49.3843.481.95250.06亿行业平均 73.9843.681.82226.52亿行业中值27.7923.871.95184.61亿1江苏金租11.9812.221.44359.71亿2陕国投 A13.3713.561.01184.61亿3越秀资本14.0615.221.14349.19亿4国网英大17.0719.111.36300.79亿5渤海租赁 18.0123. ...

证券研究报告 | 行业周报 2025 年 07 月 08 日 -7% 4% 16% 28% 39% 51% 62% 74% 2024-07 2024-11 2025-03 2025-07 非银行金融 沪深300 作者 分析师刘文强 非银行金融 持续关注宏大叙事效应，把握好非银金融板块节奏-非银周观点 从近期市场交易定价看，公募考核新规基准回补效应持续引发市场关注，市 场量能有所放大，银行、保险板块高位波动向上突破，券商、多元金融板块 波动走强。我们判断，7 月后国内外大事将迎来密集交织期，宏大叙事或是 决定市场可能进一步走强的关键因素。短期来看，包括国泰君安国际获得稳 定币相关牌照，引发市场广泛关注。市场成交量近期有所回升，或对证券板 块定价吸引力提升。交易节奏而言，市场可能要阶段性聚焦内部问题，具体 或要看包括 7 月份的政治局会议定调，以及 4 中全会等重磅会议。并购线建 议重点关注以信达证券、首创证券、浙商证券、国联民生、中国银河等为代 表个股；具有估值扩张空间的公司，推荐关注综合能力强、风险资本指标优 化、受益 ETF 发展的华泰证券、中金公司等；同时从赔率弹性角度，建议逢 低关注布局金融 IT 板块 ...

最新一期业绩显示，2025年一季报，公司实现营业收入7.06亿元，同比-1.15%；净利润3.87亿元，同比 5.27%。 从行业市盈率排名来看，公司所处的多元金融行业市盈率平均73.98倍，行业中值27.79倍，陕国投A排 名第6位。 截至2025年一季报，共有8家机构持仓陕国投A，其中其他6家、券商1家、基金1家，合计持股数 271010.42万股，持股市值93.50亿元。 陕西省国际信托股份有限公司的主营业务是信托业务、固有业务和投资顾问等中介业务。公司的主要产 品是资产服务信托、资产管理信托、公益慈善信托、自有资金贷款、投资业务、金融顾问服务、资产管 理服务。 7月8日，陕国投A今日收盘3.61元，上涨1.40%，滚动市盈率PE（当前股价与前四季度每股收益总和的 比值）达到13.37倍，总市值184.61亿元。 序号股票简称PE(TTM)PE(静)市净率总市值(元)2陕国投A13.3713.561.01184.61亿行业平均 73.9843.681.82226.52亿行业中值27.7923.871.95184.61亿1江苏金租11.9812.221.44359.71亿3越秀资本 14.0615.221 ...

Core Viewpoint - Bohai Leasing's stock closed at 3.45 yuan, up 1.77%, with a rolling PE ratio of 18.01, marking a new low in 84 days, and a total market capitalization of 21.337 billion yuan [1] Company Summary - Bohai Leasing's main business includes leasing services and production for aircraft, containers, domestic infrastructure, high-end equipment, commercial properties, and new energy [1] - The company's primary products consist of aircraft leasing, aircraft sales, container leasing, container sales, operating leasing, financing leasing, and financing leasing consulting [1] - For Q1 2025, the company reported operating revenue of 17.117 billion yuan, a year-on-year increase of 99.82%, and a net profit of 669 million yuan, up 72.21%, with a gross profit margin of 24.75% [1] Industry Summary - The average PE ratio for the multi-financial industry is 73.98, with a median of 27.79, placing Bohai Leasing in 9th position within the industry [2] - As of Q1 2025, 19 institutions hold shares in Bohai Leasing, including 12 funds and 7 other entities, with a total shareholding of 3.07232 billion shares valued at 10.231 billion yuan [1]

从行业市盈率排名来看，公司所处的多元金融行业市盈率平均73.98倍，行业中值27.79倍，海德股份排 名第16位。 序号股票简称PE(TTM)PE(静)市净率总市值(元)12海德股份63.1137.062.30122.36亿行业平均 73.9843.681.82226.52亿行业中值27.7923.871.95184.61亿1江苏金租11.9812.221.44359.71亿2陕国投 A13.3713.561.01184.61亿3越秀资本14.0615.221.14349.19亿4国网英大17.0719.111.36300.79亿5渤海租赁 18.0123.600.67213.37亿6浙江东方19.6822.071.31206.63亿7瑞达期货23.2123.743.1790.83亿8中油资本 26.0823.511.071093.54亿9南华期货27.7927.803.07127.32亿10中粮资本43.8624.001.34290.32亿11永安期货 49.3843.481.95250.06亿 资金流向方面，7月8日，海德股份主力资金净流入2563.50万元，近5日总体呈流入状态，5日共流入 5406.6 ...

Market Performance - The three major indices experienced significant gains, with the ChiNext Index leading the rise, and the Shanghai Composite Index approaching 3500 points during the day [1] - The total market turnover exceeded 1.4 trillion, an increase of over 200 billion compared to the previous trading day, with more than 4200 stocks rising [1][3] Earnings Forecast - As the semi-annual earnings forecast disclosure period begins, approximately 70% of companies are expected to report positive earnings, primarily in the electronics and pharmaceuticals sectors [1] - Industrial Fulian, a leader in computing power, anticipates a nearly 40% year-on-year increase in net profit for the first half of the year [1] Key Sectors and Stocks - The photovoltaic equipment sector saw a significant surge, with stocks like Shihang New Energy and Yamaton hitting the daily limit [1] - The multi-financial sector also performed well, with Zhongyou Capital and Yong'an Futures reaching the daily limit [1] - Computing hardware stocks remained active, particularly in the PCB direction, with over ten stocks, including Industrial Fulian, hitting the daily limit [1] Strategic Collaborations - Hong Kong's Golden Surge Investment saw a dramatic increase of over 600% after announcing a strategic cooperation framework with AnchorX to launch a stablecoin pegged to offshore RMB [1] Future Market Outlook - According to Citic Securities, the current high-level market consolidation phase presents a key window for identifying structural opportunities during the earnings disclosure period [2][9] - Huaxi Securities noted that the economic growth momentum in the first half of the year was strong, and the pressure to achieve the annual growth target has eased [8] Capital Flow - Main capital flows focused on sectors such as photovoltaic equipment, consumer electronics, and communication equipment, with significant net inflows into stocks like Industrial Fulian, Sunshine Power, and Inspur Information [4]

沪深两市成交额突破一万亿，较上个交易日同期放量约1300亿；上证指数现涨0.62%，光伏概念集体走 强，游戏、多元金融、消费电子等板块表现俱佳；全市约4000股上涨，1200股下跌，主力资金净流入超 50亿元。 ...

A股多元金融概念午后走强，永安期货、中油资本双双涨停，中粮资本、海德股份、五矿资本等个股跟 涨；消息面上，香港金管局总裁余伟文今日表示数月内将推出以LPR作参考利率的合约。 ...

香溢融通控股集团股份有限公司的主营业务是典当、担保、融资租赁、类金融投资业务、特殊资产业 务。公司的主要产品是融资租赁业务、典当业务、担保业务、特殊资产业务、类金融投资业务、贸易业 务。 最新一期业绩显示，2025年一季报，公司实现营业收入1.21亿元，同比28.94%；净利润2331.41万元， 同比9.95%，销售毛利率49.51%。 序号股票简称PE(TTM)PE(静)市净率总市值(元)13香溢融通83.8387.152.1246.34亿行业平均 72.4842.681.79218.15亿行业中值27.9723.301.77182.06亿1江苏金租12.3512.601.49370.71亿2陕国投 A13.1913.381.00182.06亿3越秀资本13.7214.851.11340.66亿4国网英大16.8118.821.34296.21亿5渤海租赁 17.7023.190.66209.66亿6浙江东方19.2521.591.28202.19亿7瑞达期货22.8823.403.1389.54亿8中油资本 23.7021.360.97993.67亿9南华期货27.9727.973.09128.11亿1 ...