浙商证券发布研报称，后续仍会有增量政策逐步落地，提振市场信心，券商板块迎多重利好：业绩方面，证券行业利润逐季改善，基本面修复有望持续一年；政策方面，9月以来振资本市场的政策频出，证券行业方面也有风控指标优化等政策落地；主题方面，业内收并购持续推进。多项利好叠加，继续看好板块后续表现。China-affiliated brokerage stocks collectively rose. As of the time of publication, China merchants gained 10.49%, reaching HK$15.38; Everbright rose by 7.05%, reaching HK$8.35; Swhy rose by 5.96%, reaching HK$2.49; CSC rose by 4.96%, reaching HK$10.58.
According to the Wisdom Finance APP, China-affiliated brokerage stocks collectively rose. As of the time of publication, China merchants gained 10.49%, reaching HK$15.38; Everbright rose by 7.05%, reaching HK$8.35; Swhy rose by 5.96%, reaching HK$2.49; CSC rose by 4.96%, reaching HK$10.58.
On the news front, on the evening of November 21, GTJA and Haitong Securities released a merger and reorganization prospectus (draft), further clarifying the details of the merger and reorganization, and disclosed that a shareholders' meeting will be held on December 13. In addition, on the evening of November 20, West Securities announced progress in the acquisition of Guorong Securities: the financial audit has been completed and entered the shareholders' meeting review stage; Qian Wenhai, general manager of Zheshang Securities, revealed that the company, National Capital Securities, and the equity transferor have submitted feedback replies to the CSRC within the required 30 working days after receiving feedback, but there is considerable uncertainty about whether final approval will be obtained and when it will be granted.
Zheshang Securities released research reports stating that there will continue to be incremental policies gradually implemented in the future, boosting market confidence, with multiple bullish factors for the brokerage sector: in terms of performance, the securities industry's profits are improving season by season, and fundamental repair is expected to continue for a year; in terms of policies, since September, policies supporting the capital markets have been frequent, with policy implementation such as risk control indicators optimization in the securities industry; in terms of themes, industry consolidations and acquisitions continue to advance. With multiple bullish factors adding up, the sector's future performance is still bullish.
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