方正证券：国际业务贡献有望提升关注高ROE且低PB的头部券商

智通财经06-03

智通财经APP获悉，方正证券发布研报称，头部券商正拉开与中小券商的ROE差距，关注基本面持续改善与涨幅背离下的投资机会。重点关注：1)高ROE低PB的头部券商;2)低PB且有做强诉求的地方国资券商;3)高交投业绩弹性。方正证券主要观点如下：一、回顾：一季度板块业绩高增，股价表现偏弱资本市场持续活跃，1Q26券商板块业绩高增，头部券商ROE显著更优。券商板块1Q26净利润同比增17%、扣非净利润同比...

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方正证券：国际业务贡献有望提升 关注高ROE且低PB的头部券商

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方正证券：国际业务贡献有望提升关注高ROE且低PB的头部券商