昨(zuo)日(ri),A股(gu)市(shi)場券(quan)(quan)(quan)商板塊(kuai)逆(ni)市(shi)走強,以(yi)0.73%的整(zheng)體漲(zhang)(zhang)幅收紅,在102類申萬(wan)二級(ji)行業(ye)中(zhong)排名第7,板塊(kuai)中(zhong)33只(zhi)(zhi)成(cheng)份(fen)股(gu)實現上漲(zhang)(zhang),在所(suo)有(you)可交易股(gu)中(zhong)占比近九(jiu)成(cheng)。具體來看(kan),南京證(zheng)(zheng)券(quan)(quan)(quan)成(cheng)為板塊(kuai)中(zhong)“一枝獨秀”,收獲漲(zhang)(zhang)停,東興證(zheng)(zheng)券(quan)(quan)(quan)(3.33%)、第一創業(ye)(2.64%)、財通證(zheng)(zheng)券(quan)(quan)(quan)(2.50%)等3只(zhi)(zhi)個股(gu)緊隨其后(hou),昨(zuo)日(ri)也(ye)均(jun)漲(zhang)(zhang)逾2%,此外,昨(zuo)日(ri)漲(zhang)(zhang)幅達到或超過1%的券(quan)(quan)(quan)商股(gu)還包括:山西(xi)證(zheng)(zheng)券(quan)(quan)(quan)、哈投股(gu)份(fen)、方(fang)正證(zheng)(zheng)券(quan)(quan)(quan)、中(zhong)國銀河、國泰(tai)君安(an)、東方(fang)財富、國信證(zheng)(zheng)券(quan)(quan)(quan)、國金證(zheng)(zheng)券(quan)(quan)(quan)、國投資本等9只(zhi)(zhi)。
資(zi)金(jin)面上,昨日場內大(da)單(dan)(dan)資(zi)金(jin)的集(ji)中(zhong)(zhong)追捧,或成為推動券(quan)商板塊上行的重要因(yin)素之(zhi)一,總體來(lai)看,昨日板塊中(zhong)(zhong)共有21只(zhi)個股(gu)呈現大(da)單(dan)(dan)資(zi)金(jin)凈流入(ru)態勢,其中(zhong)(zhong),第一創業(5556.26萬(wan)元(yuan)(yuan)(yuan)(yuan))受到5000萬(wan)元(yuan)(yuan)(yuan)(yuan)以上大(da)單(dan)(dan)資(zi)金(jin)青(qing)睞(lai),在板塊中(zhong)(zhong)居于首位,財通(tong)證(zheng)(zheng)券(quan)獲得1807.57萬(wan)元(yuan)(yuan)(yuan)(yuan)大(da)單(dan)(dan)資(zi)金(jin)搶籌,居于次席,此(ci)外,東興證(zheng)(zheng)券(quan)(991.27萬(wan)元(yuan)(yuan)(yuan)(yuan))、西部證(zheng)(zheng)券(quan)(576.75萬(wan)元(yuan)(yuan)(yuan)(yuan))、太平洋(437.92萬(wan)元(yuan)(yuan)(yuan)(yuan))、華西證(zheng)(zheng)券(quan)(380.83萬(wan)元(yuan)(yuan)(yuan)(yuan))、 山西證(zheng)(zheng)券(quan)(366.70萬(wan)元(yuan)(yuan)(yuan)(yuan))、興業證(zheng)(zheng)券(quan)(365.20萬(wan)元(yuan)(yuan)(yuan)(yuan))、國(guo)元(yuan)(yuan)(yuan)(yuan)證(zheng)(zheng)券(quan)(352.50萬(wan)元(yuan)(yuan)(yuan)(yuan))、方正證(zheng)(zheng)券(quan)(325.50萬(wan)元(yuan)(yuan)(yuan)(yuan))等(deng)8只(zhi)個股(gu)昨日大(da)單(dan)(dan)資(zi)金(jin)凈流入(ru)也均超(chao)過300萬(wan)元(yuan)(yuan)(yuan)(yuan)。
分(fen)析人(ren)士指出,目前(qian)券商板塊(kuai)嚴監管預(yu)期較(jiao)為充分(fen),板塊(kuai)估(gu)值(zhi)已處于歷史低位(wei),估(gu)值(zhi)底部疊加A股(gu)“入摩”事件催化(hua),大券商有望(wang)憑借(jie)雄厚的(de)資本實力以(yi)及強勁的(de)綜合實力在業(ye)務規模(mo)以(yi)及資格獲批方面(mian)(mian)占據優(you)勢(shi),強者恒強局面(mian)(mian)有望(wang)延續,行業(ye)集中度持續提升,業(ye)績確定(ding)性(xing)強的(de)相關標的(de)或迎來投資機會。
《證(zheng)券(quan)日報》市場研究中(zhong)(zhong)(zhong)心根(gen)據數據統計(ji)發現,從(cong)一(yi)季報情況來看(kan),共有10家(jia)上市券(quan)商(shang)報告期(qi)內凈利(li)潤實現同(tong)比(bi)增(zeng)長(chang),其(qi)中(zhong)(zhong)(zhong),西南證(zheng)券(quan)(996.26%)一(yi)季度(du)業(ye)績增(zeng)長(chang)最(zui)為顯著,增(zeng)幅接近10倍(bei),東方財富(199.48%)、太平洋(105.55%)兩家(jia)券(quan)商(shang)報告期(qi)內凈利(li)潤也均實現同(tong)比(bi)翻番。此外(wai),華泰證(zheng)券(quan)、寶(bao)碩股份、光大證(zheng)券(quan)、中(zhong)(zhong)(zhong)信證(zheng)券(quan)、申(shen)萬宏源(yuan)、中(zhong)(zhong)(zhong)原證(zheng)券(quan)、第一(yi)創業(ye)等7家(jia)券(quan)商(shang)一(yi)季度(du)凈利(li)潤也均實現不同(tong)幅度(du)增(zeng)長(chang)。
估值(zhi)(zhi)方面,上述10只績優股中(zhong),華泰(tai)證券(12.04倍)、光大證券(17.02倍)、中(zhong)信證券(19.14倍)等3只個(ge)股最新動態市盈率低于行業整(zheng)體(ti)值(zhi)(zhi)(19.95倍),后市或具備(bei)更(geng)大估值(zhi)(zhi)修復空間。
對于券(quan)(quan)商(shang)(shang)板(ban)塊未來投(tou)資策略,中國銀(yin)河證券(quan)(quan)表示,從政策面(mian)上看,從嚴監(jian)管態勢延續(xu),“扶優限劣”的政策導向清晰,金融開放加(jia)(jia)速推進(jin),放寬券(quan)(quan)商(shang)(shang)外資準入(ru),短期加(jia)(jia)劇(ju)市(shi)場競(jing)爭,長(chang)期有助國內券(quan)(quan)商(shang)(shang)轉變經(jing)營理(li)念(nian),改善(shan)盈利模式,提升行業競(jing)爭力。估(gu)(gu)值方(fang)面(mian),當前板(ban)塊估(gu)(gu)值處于歷(li)史偏(pian)低位置,防御與反彈攻守兼備,持續(xu)推薦低估(gu)(gu)值的大型綜合券(quan)(quan)商(shang)(shang)投(tou)資機(ji)會。個股方(fang)面(mian),建(jian)議關注中信證券(quan)(quan)、廣發(fa)證券(quan)(quan)以及華(hua)泰(tai)證券(quan)(quan)等3只標的。
中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)聲明(ming):凡本網(wang)注明(ming)“來(lai)源:中(zhong)(zhong)(zhong)國證(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)報·中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)”的所有作品(pin),版(ban)權(quan)(quan)均(jun)屬于中(zhong)(zhong)(zhong)國證(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)報、中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)。中(zhong)(zhong)(zhong)國證(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)報·中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)與作品(pin)作者(zhe)聯合聲明(ming),任何組織未經中(zhong)(zhong)(zhong)國證(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)報、中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)以及作者(zhe)書(shu)面授(shou)權(quan)(quan)不得轉(zhuan)載、摘編或(huo)利用其(qi)它方式使用上述(shu)作品(pin)。凡本網(wang)注明(ming)來(lai)源非中(zhong)(zhong)(zhong)國證(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)報·中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)的作品(pin),均(jun)轉(zhuan)載自其(qi)它媒體,轉(zhuan)載目的在(zai)于更(geng)好服(fu)務讀者(zhe)、傳遞信息之需,并不代(dai)表本網(wang)贊(zan)同(tong)其(qi)觀點,本網(wang)亦不對其(qi)真實性負責,持(chi)異(yi)議者(zhe)應(ying)與原出處單位主張權(quan)(quan)利。
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