非银金融行业点评报告：券商中报预告超预期继续推荐券商板块

开源证券2025-07-15

25 家上市券商披露业绩预告，表现超预期（1）已披露预告、快报的25 家上市券商中报归母净利润（剔除国泰海通负商誉影响）合计同比+78%，单二季度环比+16%，表现好于预期。当下市场风险偏好改善，业绩预告有望成为券商板块上涨的催化剂。（2）已披露的各家中报归母净利润同比来看（净利润体量大小排序），国泰海通同比+205%至+218%（扣非净利润同比+52%至+62%），国信证券同比+52%至+76%...

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非银金融行业点评报告：券商中报预告超预期 继续推荐券商板块

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非银金融行业点评报告：券商中报预告超预期继续推荐券商板块