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《非銀金融行業(yè)券商6月財務數(shù)據(jù)點評:單月業(yè)績同環(huán)比改善,繼續(xù)看好龍頭》由會員上傳分享,免費在線閱讀,更多相關內(nèi)容在學術論文-天天文庫。
1、內(nèi)容目錄6月經(jīng)營業(yè)績一覽..........................................................................................................-4-6月經(jīng)營環(huán)境.......................................................................................................-5-券商漲跌幅.................
2、.................................................................................-5-經(jīng)紀.............................................................................................................-6-投行.......................................................
3、......................................................-6-自營.............................................................................................................-7-投資建議與估值.............................................................................
4、......................-7-風險提示..............................................................................................................-9-圖表目錄圖表1:券商6月財務數(shù)據(jù)(單位:億元).......................................................-4-圖表2:券商營業(yè)收入、凈利潤對比(億元),凈利潤同比增速(%).
5、.............-5-圖表3:券商板塊近兩年行情走勢......................................................................-6-圖表4:日均股基交易額(月度,億元),同比、環(huán)比增速(%).....................-6-圖表5:股債承銷情況........................................................................................
6、.-7-圖表6:指數(shù)月度漲跌幅(%)-股票..................................................................-7-圖表7:指數(shù)月度漲跌幅(%)-債券..................................................................-7-圖表8:券商估值表......................................................................
7、......................-8-6月經(jīng)營業(yè)績一覽?券商6月業(yè)績同環(huán)比改善較大。41家上市券商發(fā)布2019年6月財務數(shù)據(jù),合并口徑(以下同)合計實現(xiàn)營業(yè)收入245億元,環(huán)比+63%,同比+52%(剔除華林、天風、長城、國盛,下同);合計凈利潤77億元,環(huán)比+79%,同比+69%;合計凈資產(chǎn)1.50萬億元,環(huán)比+0.5%,同比+5.7%。1-6月累計實現(xiàn)營收1355億,同比+39%(剔除同比剔除券商及南京、建投,下同),凈利潤534億,同比+55%。圖表1:券商6月財務數(shù)據(jù)(單位:億元)券商
8、母公司2019年2019年合并口徑(億營業(yè)收入環(huán)比元)同比凈利潤環(huán)比同比凈資產(chǎn)環(huán)比同比累計營業(yè)同比累計凈同比收入利潤合計244.686352-76.957969149670.55.71354.7A+HA+H合計155.13-62758.17875396760.8832.1國君系26.5860264589.3295371322-1.67.5同比114.7中信系21.27133-7.2445-91328-2.6114.610428