Brokerage companies have successively predicted the semi -annual performance forecast: 2 losses, 8 net profit declined year -on -year

According to the incomplete statistics of the Hongxing Capital Bureau, as of press time, a total of 10 brokers have issued a performance trailer or express report in the first half of this year. The net profit attributable to shareholders of listed companies has declined, and even brokers are expected to lose losses.

As of the afternoon closing on July 15th, only 6 stock prices in the securities sector rose. The highest increase was Hongta Securities (601236.SH), which was reported at 9.17 yuan/share, up 4.20%; 6.80 yuan/share, rising 1.49%.

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10 securities firms disclosed the first half of the year's performance

Two pre -losses, most of the net profit fell year -on -year

According to the incomplete statistics of the Hongxing Capital Bureau, as of press time, a total of 10 brokers have issued a performance trailer or express report in the first half of this year. The net profit attributable to shareholders of listed companies has declined, and even brokers are expected to lose losses.

Among them, Central Plains Securities (601375.SH) and Pacific (601099.SH) securities are expected to suffer losses.

Central Plains Securities said that the net profit attributable to the owner of the parent company in the first half of the year is about -125 million yuan; and Pacific Securities stated that it is expected that the net profit attributable to shareholders of listed companies in the first half of the year is about -10 billion yuan to -0.60 100 million yuan.

The Red Star Capital Bureau noticed that at present, the three brokers with the highest net profit are Gu Yuan Securities (000728.SZ), Oriental Securities (600958.SH) and Hongta Securities.

According to the performance of the National Yuan Securities, the revenue in the first half of this year was about 2.474 billion yuan, an increase of 8.73%year -on -year; the net profit attributable to shareholders of listed companies was about 749 million yuan, a year -on -year decrease of 11.50%.

Oriental Securities stated that the net profit attributable to shareholders of listed companies in the first half of this year is about 550 million yuan to 660 million yuan, a year-on-year decrease of 76%-80%; Hongta Securities is expected to realize the net profit attributable to the owner of the parent company in the first half of the year to be the owner of the parent company. 326 million yuan, a decrease of 56.30%year -on -year.

In addition, West China Securities (002926.SZ), Dongxing Securities (601198.SH), Northeast Securities, Southwest Securities (600369.SH) and Tianfeng Securities (601162.SH) have also declined to varying degrees.

Among them, West China Securities is expected to belong to the net profit of listed companies about 270 million yuan to 310 million yuan, a year -on -year decrease of 66.67%to 70.97%; Dongxing Securities is expected to belong to the owner of the parent company. %; Northeast Securities is expected to belong to the net profit of listed companies about 207 million yuan, a year -on -year decrease of 70.61%; Southwest Securities is expected to belong to the owner of the parent company about 137 million yuan to 240 million yuan, a decrease of about 65%year -on -year decrease To 80%.

In addition, Tianfeng Securities is expected to belong to the shareholders of listed companies by about 46.35 million yuan to 55.6 million yuan, a year -on -year decrease of 85.95%to 83.14%. It is the most fell year -on -year in brokerages that have achieved profitability.

Why do performance perform so?

Many brokerage firms: In the second quarter, it was improved from the first quarter

The Hongxing Capital Bureau counted the announcement of the above 10 securities firms and found that more in the reasons that caused changes were "significant stock market fluctuations", "ups and downs of the securities market", "secondary market fluctuations intensified", etc. As a result, it is affected.

Taken together, many brokers said that in the first quarter of this year, they suffered losses due to market reasons, and they turned their losses in the second quarter.

Taking Huaxi Securities as an example, in the announcement, in the first quarter, due to the multiple effects of market conditions and related industry bond valuation adjustment pressure, a certain loss occurred. Since the second quarter, through further strengthening the advantage business, timely adjusting investment strategies, seizing market opportunities, and strengthening risk management, operating income has shown a rapid growth of the ring, a good trend of narrowing year -on -year decline, and turning losses into profits.

Northeast Securities also said that in the first quarter, affected by unfavorable factors such as overseas geopolitical conflict and frequent epidemic occurrence, the A -share market shook down, fluctuated, and its operations had losses. Restore, the capital market has maintained smoothly, and the main indexes of the A -share market have risen as a whole. It actively seizes opportunities, optimizes the main business structure, consolidates the revenue capacity of advantageous business, and achieves overall profit.

The Red Star Capital Bureau noticed that at present, there are already research reports related to the launch of the 2022 mid -term strategy for the securities industry.

For example, Wanhe Securities pointed out in the research report that the "freezing period" in the first quarter has passed, and the profitability is accelerated. With the continuous release of the domestic epidemic and the superposition policy dividend, the economy has gradually stepped out of the bottom.

"From the perspective of liquidity, risk preferences, and valuation, we believe that the current securities sector is at the grounding stage of the ultra -decline and rebound, which is the time to deploy the next round of market."

Red Star News reporter Yang Peiwen

Edit Yu Dongmei

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