15 securities firms previewed the first half of the year: Five losses, self -operated business is still the biggest drag down

Zhongxin Jingwei, July 15th (Ma Jing) On the evening of the 14th, before the deadline for the interim performance preview, a number of listed brokers "rushed homework" to release the first half of the performance trailer. At this point, a total of 15 brokerage stocks can take a glimpse of the performance.

Judging from the disclosure, except for Ministry of Field Securities, the net profit returning to the mother's net profit in the first half of 2022 achieved a positive value. The Haitou shares of the securities settled at the first profit of 338 million yuan in net profit of the mother. According to the year -on -year changes, the Jinlong shares of Zhongshan Securities and Dongguan Securities were expected to decline by 16200%to 16500%at the net profit growth rate of returning to the mother. head.

The list of 15 listed brokers and securities firms revealed the transcript in the first half of the year

According to the regulatory requirements, if the listed company of the Shanghai and Shenzhen Mainboards achieve profitability, and its net profit increases or decreased by more than 50%compared with the same period last year, or a profit of turning losses, or negative value of net profit, it needs to be conducted. The interim reporting preview time is generally before July 15th, and on July 14, a number of brokerage stocks have released the performance of the first half of 2022 before the "last period".

Coupled with the previous disclosure of the National Yuan Securities and the British and Ministry of Fortune Securities that have been disclosed by the parent company that have not been audited by the audited financial statements, a total of 15 listed brokers or securities companies listed on the first half of the year can be viewed. Judging from the data disclosed, the net profit of the five -mines securities was recorded at a positive value of the year -on -year growth rate, which was 144.44%, and the remaining 14 were negative. Among them, the five brokerage stocks of Pacific Securities, Central Plains Securities, Jinlong, Xiangcai, and Harchou shares have suffered losses.

According to the year -on -year growth rate of net profit at home, the net profit of Gu Yuan Securities and Britain Securities fell 11.5%and 23.37%year -on -year, respectively. Followed by Hongta Securities, the net profit attributable to the mother in the first half of 2022 was 326 million yuan, a year -on -year decrease of 56.3%. Once, the five brokers, Dongxing Securities, Oriental Securities, West China Securities, Southwest Securities, and Northeast Securities, the year -on -year growth rate of the net profit of the mother was between 60%and 80%. Finally, the performance of Tianfeng Securities has decreased significantly, and the year -on -year growth rate of net profit at home declines between 83.14%and 85.95%.

Among the five brokerage stocks that had losing money, Harchou shares holding Jianghai Securities had the highest loss of net profit at the mother of the mother, which was 338 million yuan. It recorded a net profit of 129 million yuan in the same period last year, with a year -on -year growth of about 138.17%. The net profit of Jinlong shares of Zhongshan Securities and Dongguan Securities pre -losses between 221 million yuan and 225 million yuan. Compared with the same period of the previous year, the profit was 1.3704 million yuan, a year -on -year growth rate of 16200%to 16500%. The loss of Pacific Securities is between 60 million and 100 million yuan, the loss of Central Plains Securities is about 125 million yuan, and the loss of Xiangcai shares is between 755 million yuan and 90 million yuan.

The bleak performance originated from the self -operated business drag down

Brokers who released the performance trailer also gave the reasons for this bleak performance in the announcement, mainly focusing on the two aspects of asset impairment preparations in the dragging business of self -operating business and "stepping on the thunder" of the stock pledge business.

According to the performance of the performance of 15 brokerage stocks, Northeast Securities, Southwest Securities, Tianfeng Securities, Huaxi Securities, Oriental Securities, Hongta Securities, Dongxing Securities, Guoyuan Securities, Harchou, Xiangcai Co., Ltd. Mainly dragged down by self -operated business.

Pacific securities losses are mainly due to the large -scale provision of asset impairment and other businesses such as stock pledge. Pacific Securities is planning about 315 million yuan, deducting income tax factors, affecting the company's net profit of about 237 million yuan. Among them, the preparation for the purchase and return financial asset impairment accounted for 240 million yuan, mainly due to the continuous decline of pledged stock*ST Datong's stock price. The impairment of accounts receivable is 74 million yuan, which is mainly aimed at the project pledge business of breach of contract to the account receivable project. The preparation for impairment of debt investment and other receivable impairment is 1.16 million yuan.

In the first half of 2022, Central Plains Securities had a pre -loss of 125 million yuan similar to the situation of Pacific Securities. According to the announcement of Central Plains Securities, in the first half of 2022, affected by factors such as the international situation and domestic epidemic, the stock market fluctuated significantly, and the company's first and secondary market investment business revenue decreased year -on -year; due to the periodicity of the investment bank project, the underwriting business revenue decreased year -on -year; The company's stock pledge and other business scores credit impairment losses. Among them, the preparation for impairment of assets in the first half of the year decreased the total profit of 163 million yuan. The preparation for the purchase of retail financial assets accounted for 128 million yuan, which mainly involved the stock pledge business of Henan Kody Dairy Co., Ltd. and Shin Kongyuancheng Co., Ltd.

The poor performance of Northeast Securities, British Securities, and Jinlong shares involved in the decline in business income such as investment banks. In the announcement, Jinlong stated that the securities regulatory authorities have adopted regulatory measures to restrict some business activities on Zhongshan Securities. Due to this, the business income of Zhongshan Securities Investment Bank during the reporting period has declined greatly. In addition, affected by the macroeconomic and industry policies, the valuation of the real estate bonds in Zhongshan Securities has fallen, and the fair value changes have suffered losses.

Influenced by the downlink of the A -share market in the first quarter, the income of self -operated business decreased sharply, which became a common phenomenon in the first quarter report of the voucher industry in 2022. Judging from the situation of these 15 pre -disclosed performances, will the self -operated business continue to become the main dragging item for most brokerage transcripts in the first half of the year? This is yet to be disclosed in the performance of the securities firms. However, from the perspective of the current research and judgment of the institution, although the market conditions in the first quarter have been severely damaged to the self -operated business of the brokerage firm, the main indexes of the A -share market in the second quarter have risen as a whole, the activity of trading is significantly increased, the performance of the brokerage firms has declined or the performance of the brokerage firms may decline. The narrowing, and with the recovery of the market, the voucher industry is expected to improve marginity in the second half of the year. Xukang Securities' non -silver analysis Xu Kang's team believes that the performance of the two types of securities firms is expected to win the industry year -on -year. Brokers.

Non -silver analysts of open source securities mentioned that the three elements of macro liquidity, economic and valuation have been available at the moment. It is expected that the net profit of the voucher industry in the second quarter is+71%. The main lines of the main line of the supporting policies, fund net purchase and restoration, etc., and maintain the industry's "optimistic" rating. (For more report clues, please contact the author Ma Jing: [email protected]) (Zhongxin Jingwei APP)

(The views in the article are for reference only, do not constitute investment suggestions, have risks in investment, and need to be cautious to enter the market.)

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Editor in charge: Luo Yan

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