【国泰海通非银刘欣琦团队】半年报值得关注，继续推荐低估值非银板块

欣琦看金融2025-08-11

非银一周观点半年报将至，非银板块半年报关注度提升。根据我们前期的报告，我们预计券商2025H1业绩好于预期，归母净利润同比+61.23%。1）42家上市券商2025H1调整后营业收入（营业收入-其他业务成本）同比+30.29%至2384.80亿元，归母净利润同比+61.23%至1015.88亿元。2）其中，2025Q2单季调整后营收1240.75亿元，环比/同比+8.45%/+26.68%，归母...

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