Make nearly 71.4 billion yuan in half a year!The performance of 41 listed securities firms is released, and this business "picks the beam"

On the evening of August 30, our reporter Zhou Shangzhang, 41 A -share listed brokers were disclosed in the 2022 semi -annual report. In the first half of the year, the overall performance of the securities industry was under pressure, and the performance differentiation continued to appear. However, compared with the first quarter, the performance in the second quarter had improved significantly, driving the overall performance in the first half of the year. In the five main business, the brokerage business has been "picking the beam" again after many years, and surpassing its own business has become the largest source of income in the first half of the year. The revenue and net profit of the three listed brokers were "double growth" year -on -year. The 41 listed brokers achieved a total of 247.53 billion yuan in operating income, a year -on -year decrease of 19.23%; the total net profit was 71.373 billion yuan, a year -on -year decrease of 27.35%. Among them, China Galaxy, Hua'an Securities, and Guolian Securities have achieved "dual growth" year -on -year revenue and net profit in the first half of the year, and the two listed securities firms have lost money. The Galaxy of China is the only company in the head securities firms that have achieved revenue and net profit. The operating income was 18.21 billion yuan in the first half of the year, an increase of 20.28%year -on -year; the net profit was 4.326 billion yuan, a year -on -year increase of 1.68%. Among them, the fair value change of the Galaxy China increased significantly compared with the first half of 2021, an increase of 353.38%, mainly due to the increase in the scale of derivative financial instruments and transactional financial liabilities and the fluctuation of fair value fluctuations; 56.96%, mainly due to the increase in income from the sales of the Galaxy Derui commodity; in the first half of the year, the China Galaxy successfully issued 7.8 billion yuan of A -shares convertible bonds, which effectively enhanced the capital strength. In this regard, Galaxy China stated that in the face of the rapid changes in the market environment, the company actively promoted the optimization of business layout carefully, strengthened domestic and overseas risk management with stricter measures, effectively against the impact of the company's fluctuations on the company, maintained and enhanced continuous continues Profit capabilities, various businesses present a good development trend, and make breakthroughs in important tasks. According to the operating data of the securities company released by the China Securities Association in the first half of 2022, 140 securities companies' operating income in the first half of 2022 decreased by 11.4%year -on -year; net profit decreased by 10.06%year -on -year, of which 115 securities companies achieved profitability. From the perspective of 41 listed brokers, the operating income of 15 brokers has performed better than the industry year -on -year, and the net profit of 7 brokerage firms is better than the industry year -on -year. In addition, a total of 25 securities firms in the securities industry have lost money, of which 2 of the listed brokers. Data source: Wind watchmakers: Zhou Shangzhang's self -operating business has become a core variable of the securities business performance "Securities Daily" reporter from the five main business of the four main business of the brokerage broker, investment banking, asset management, self -employed, and interest. The impact of market fluctuations, the overall decline in self -operated business income is the largest; the first -level market has brought considerable income to the brokerage investment bank, and the overall decline in the investment banking business has minimum. Watchmakers: Zhou Shangzheng's brokerage business has become the largest source of income from listed brokers after many years. In the first half of the year, 41 listed brokers realized a total of 57.847 billion yuan in net income of agency trading securities, a year -on -year decrease of 6.35%. Huarin Securities alone increased by 10%year -on -year. In the first half of the year, Hualin Securities' online business performed well, achieving revenue of 169 million yuan, an increase of 36.45%year -on -year. In terms of investment banking business, the concentration of business is continuously increasing, and the advantages of head securities firms are obvious. In the first half of the year, 41 listed brokers realized a total of 25.908 billion yuan in net income of securities underwriting business, a year -on -year decrease of 2.5%. Among them, CITIC Securities, CITIC Construction Investment, CICC, Haitong Securities, and Guotai Junan's five head securities firms exceeded 2 billion yuan in the first half of the year, and CITIC Securities won the first place at 3.453 billion yuan, an increase of 4.42%year -on -year. Tianfeng Securities, Guolian Securities, CITIC Investment, and Dongxing Securities have increased by 40%year -on -year, but there are also 23 securities firms' net income of the securities underwriting business in the first half of the year. In terms of asset management business, the differences in income between securities firms are also obvious. In the first half of the year, 41 listed brokers realized a total of 21.992 billion yuan in net income of asset management business, a year -on -year decrease of 4.38%. Among them, Zhongtai Securities, Western Securities, Pacific Securities, and Northeast Securities have increased by more than 100%year -on -year, and 13 listed securities firms have decreased by more than 10%year -on -year. In terms of net interest income, in the first half of the year, 41 listed brokers achieved a total of 27.855 billion yuan in interest net income, a year -on -year decrease of 6.67%. Among them, Guohai Securities, Caida Securities, Northeast Securities, and First Entrepreneurship income increased by more than 100%year -on -year. Facing the changing market environment in the first half of the year, self -operated business has become the core variable that affects the performance of securities companies. In the first half of the year, 41 listed brokers realized a total of 50.291 billion yuan in self -operated business income (net income+fair value change net income), a year -on -year decrease of 46.88%. The head securities firm still maintains strong strength, and CITIC Securities' self -operated business revenue is 9.232 billion yuan. Among the 41 listed brokers, only BOC Securities, Founder Securities, Pacific Securities, Guolian Securities, and Galaxy China have increased year -on -year growth.

Regarding the self -operated business, securities firms have their own new ways, and Galaxy China stated that it will continue to improve the value -added capacity of its own funds investment in the second half of the year and the comprehensive service capabilities of customer -demand business, and strive to maintain the stability of the traditional advantageous business income contribution.Actively expand the investment in new category investment, increase stock strategic investment, equity funds, as well as the neutral and low -opening strategy, and transform from self -employed investment to comprehensive financial service providers with the business -oriented business.Picture | Site Cool Hero Bao Map.com

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