券商板块爆发！380亿资金决战“券茅”，全市场第一

格隆汇2025-08-15

中国资本市场已发生史诗级蜕变。近期A股市场交投活跃度持续攀升，时隔十年，A股市场两融余额再回2万亿大关；昨日盘中沪指突破3700点，为2021年12月以来首次；叠加上市券商中期业绩有望超预期兑现，近期券商股异动频频。今日券商板块更是强劲拉升，截止发稿，证券板块整体涨幅超4.%，成交额突破1200亿元，板块内个股全线飘红，其中，长城证券、天风证券2只个股涨停，长城证券实现“3连板”；东方财富涨超...

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15.7%）。这是西南证券首次连续2年开展中期分红，也是今年首家推出中期分红方案的上市券商。日前哈投股份也发布半年报。2025年上半年，哈投股份实现营业收入14.75亿元，同比增长1.12%；归属于上市公司股东的净利润3.8亿元，同比增长233.08%。注意到，自2016年完成重组江海证券以来，哈投股份一直坚持热电业务和证券业务双主业发展。其中，哈投股份的证券业务取得了较好的业绩。2025年上半年，按照证券行业类别合并口径，江海证券实现营业总收入7.26亿元，同比增长81.17%；实现净利润及归属于母公司股东的净利润2.88亿元，同比增长1311.60%。此外，根据同花顺数据，截至7月16日，共有29家上市券商披露业绩预告，业绩均实现大幅增长。其中，13家券商预计今年上半年净利中值相比去年同期实现了100%以上增长，中小型券商的业绩弹性更大，华西证券、国联民生均预计今年上半年净利润同比增长超1000%。券商迎“黄金窗口期”数据显示，7月A股新开户数达196万户，同比增长71%，环比增长19%。20225年1-7月A股新开户数达1456万户，同比增36.9%。机构普遍认为，在两融余额破2万亿元、券商业绩普遍高增长、政策环境持续利好的背景下，券商板块正迎来多重共振的机会窗口。西部证券表示，风险偏好改善、增量资金持续入市有望进一步打开券商各业务成长空间。流动性宽松和政策有为背景下，坚定看好资本市场趋势性向上和风险偏好提升下券商股的配置机会，建议积极布局。广发证券也表示，增量资金有望接力入市，券商业务有望全面受益。政策引导中长期资金持续入市，结构调整面临拐点，低利率及资产荒下，险资、理财、公募的权益类占比均有望触底回升。增量资金接力入市打开券商经纪、两融、资管、投行等业务的增长空间，证券行业有望进入新一轮增长期。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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