华龙证券：证券业加速向轻重资产业务协同发力建议关注中信证券(600030.SH)等

智通财经2025-12-31

智通财经APP获悉，华龙证券发布研报称，证券行业正加速向轻重资产业务协同发力的结构性转型。监管导向从规模扩张转向效率与回报考核，取消营收加分项、强化ROE导向，倒逼行业优化资源配置，提升资本使用效率，券商迎来发展机遇期。维持证券行业“推荐”评级，头部券商凭借资本实力、客户基础与综合服务能力，有望实现业绩修复与估值提升，建议关注中信证券(600030.SH)、国泰海通(601211.SH)等。华龙...

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It is recommended to pay attention to CITIC Securities (600030. 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华龙证券：证券业加速向轻重资产业务协同发力 建议关注中信证券(600030.SH)等

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华龙证券：证券业加速向轻重资产业务协同发力建议关注中信证券(600030.SH)等