A股異動丨券商股繼續集體走強,受益股市不確定性下降+併購重組氣氛升温
A股券商股今日再度集體走強,其中,國盛金控、東興證券升停,太平洋逼近升停,中泰證券升超7%,首創證券、浙商證券升超6%,第一創業、方正證券升超4%,中原證券升超3%。國聯證券日前公吿,公司正在籌劃通過發行A股股份的方式,收購民生證券股份有限公司控制權並募集配套資金。另外,國務院發佈關於金融企業國有資產管理情況專項報吿審議意見的研究處理情況和整改問責情況的報吿顯示,集中力量打造金融業“國家隊”。推動頭部證券公司做強做優,支持上海、深圳證券交易所建設世界一流交易所。監管政策及相關文件的持續出台,證券行業併購重組氣氛升温。根據市場動作來看,除了國聯證券與民生證券的重組外,“浙商+國都”“華創+太平洋”“方正+平安”等組合都在持續推進中。國泰君安稱,股市不確定性下降+併購重組預期,看好券商股反彈。國泰君安指出,行業整合有望加速,預計政策的出台將更有利於專業、合規經營的頭部券商。“新國九條”將加強監管,推動證券基金行業迴歸本源,支持頭部機構通過併購重組、組織創新等方式提升核心競爭力。預計行業整合有望加速,這使得具備專業化能力、合規經營的頭部券商更為受益。

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