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港股异动 | 中资券商股早盘回暖 券商合并重组或加速推进 机构称券商24年业绩预告或成板块催化剂

Hong Kong stocks have shown unusual movement | China-Affiliated Brokerage stocks warmed up in the morning. Brokerage mergers and reorganizations may accelerate, and Institutions suggest that the brokerage performance forecast for 2024 may serve as a catal

Zhitong Finance ·  Jan 14 02:06

China-Affiliated Brokerage stocks warmed up in the morning session. As of the time of writing, China Merchants (06099) rose by 4.07%, trading at 13.8 HKD; Guolian (01456) increased by 3.69%, trading at 3.93 HKD; GF SEC (01776) gained 2.56%, trading at 10.02 HKD; China Galaxy (06881) rose by 1.86%, trading at 6.56 HKD.

According to the Zhitong Finance APP, China-Affiliated Brokerage stocks have warmed up in the early morning. As of the report, China Merchants (06099) rose by 4.07% to 13.8 Hong Kong dollars; Guolian (01456) rose by 3.69% to 3.93 Hong Kong dollars; GF SEC (01776) rose by 2.56% to 10.02 Hong Kong dollars; China Galaxy (06881) rose by 1.86% to 6.56 Hong Kong dollars.

In terms of news, on January 9, GTJA and HAITONG SEC announced that their merger and reorganization have been approved by the Shanghai Stock Exchange's M&A and Restructuring Review Committee. On January 13, Guolian announced that the company's Chinese name is proposed to be changed to Guolian Minsheng Securities Co., Ltd., and the company's A and H shares are proposed to be renamed Guolian Minsheng. AVIC Securities believes that the integration of brokerages will help enhance concentration, and industry mergers and reorganizations are expected to continue to accelerate.

Furthermore, according to the Shanghai Stock Exchange, in December 2024, the number of new A-share accounts was 1.989 million, a 26% month-on-month decline but a 75% year-on-year increase, with a total of 25 million new accounts for the year 2024, representing a 17% year-on-year growth. Kaiyuan Securities pointed out that the December account openings showed a month-on-month decline but remained high year-on-year, and attention should be paid to the increase in market trading volume and Turnover Ratio. The firm stated that traditional Brokerage valuations remain low and have not fully reflected the expected profit improvement for 2024 and 2025, while January 2025's announcements of 2024 earnings forecasts by Brokerages may act as a catalyst for the Sector.

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