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中文(ZH) 交投放量与投行业务回暖驱动,券商纷纷预喜2026年半年度业绩

Chinese securities firms forecast strong H1 2026 earnings amid IPO and trading rebound

Multiple Chinese securities firms are anticipating strong financial results for the first half of 2026, with projections indicating a significant year-over-year increase in net profits. This expected growth is attributed to a rebound in trading volumes and investment banking activities, particularly in IPOs and the STAR Market. Analysts predict that the combined net profit for 42 listed securities firms could reach approximately 142.5 billion yuan, marking a substantial rise driven by improved market conditions and a focus on innovation within the sector. AI

RANK_REASON The cluster reports on financial performance and market trends within the securities industry, indicating significant economic activity. [lever_c_demoted from significant: ic=1 ai=0.1]

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Chinese securities firms forecast strong H1 2026 earnings amid IPO and trading rebound

COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Driven by increased issuance and a recovery in investment banking business, brokerages are predicting positive half-year results for 2026.

    国泰海通预计2026年上半年归母净利润为200.03亿元至205.11亿元;招商证券预计上半年归母净利润为100亿元至110亿元;中金公司预计上半年归母净利润为77.08亿元至82.27亿元……近期,多家券商预喜半年度业绩。中金公司研报预计,2026年上半年,42家上市券商合计实现归母净利润1425亿元,同比增长50%(扣除国泰海通2025年同期非经常性损益)。上半年,A股交投放量、投行业务回暖、券商自营业务发力是券商业绩高速增长的主要驱动力。在IPO回暖和科创行情的催化下,“含科量”正成为券商的核心竞争力。(上证报)