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年轻范儿
2021-03-24
券商都倒了，低点还有更低点
券商板块再当旗手，大盘要开始反弹了吗？
年轻范儿
2021-03-10
$Exela Technologies, Inc.(XELA)$
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11:16","market":"sh","language":"zh","title":"券商板块再当旗手，大盘要开始反弹了吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2121458297","media":"一财网","summary":"抱团股企稳了吗？细分行业年增速19%！这家公司产品需求占比有较大提升空间。 券商板块再当旗手，国联证券三连板，为何当前时点看好券商股？ 券商板块盘中强势拉升，截至发稿，国联证券、中银证券、国盛金控（维权）涨停，中泰证券涨8%，其余个股纷纷跟涨。而全面推进注册制对于券商而言，无疑是重大利好。该机构认为可重点关注两类券商。","content":"<p>原标题：券商板块再当旗手，<a href=\"https://laohu8.com/S/601456\">国联证券</a>三连板，为何当前时点看好券商股？</p>\n<p>券商板块盘中强势拉升，截至发稿，<a href=\"https://laohu8.com/S/01456\">国联证券</a>、<a href=\"https://laohu8.com/S/601696\">中银证券</a>、<a href=\"https://laohu8.com/S/002670\">国盛金控</a>（维权）涨停，<a href=\"https://laohu8.com/S/600918\">中泰证券</a>涨8%，其余个股纷纷跟涨。</p>\n<p>3月24日，券商板块盘中强势拉升，领涨A股市场。截至发稿，国联证券、中银证券、国盛金控涨停，其中，国联证券连续三日涨停。中泰证券涨8%，其余个股纷纷跟涨。</p>\n<p><img src=\"https://static.tigerbbs.com/678dac40670e972befc9b47664c92ed6\" tg-width=\"288\" tg-height=\"361\" referrerpolicy=\"no-referrer\"></p>\n<p><b>政策利好不断</b></p>\n<p>3月20日，证监会主席易会满在中国发展高层论坛圆桌会上表示，这次政府工作报告提出，要稳步推进注册制改革。我们将坚定注册制改革方向不动摇，继续坚持稳中求进，坚持系统观念，扎实做好科创板、创业板注册制试点评估，完善注册制全流程全链条的监管监督机制。重点是把握好实行注册制与提高上市公司质量、压实中介机构责任、保持市场平稳运行、明确交易所审核职能定位、加快证监会发行监管转型、强化廉洁风险防范等6个方面的关系，为全市场注册制改革积极创造条件。而全面推进注册制对于券商而言，无疑是重大利好。</p>\n<p>此外，为落实2020年3月1日起施行的新证券法，进一步简政放权，完善证券公司股权监管，提升监管效能，证监会发布《关于修改〈证券公司股权管理规定〉的决定》以及《关于修改〈关于实施《证券公司股权管理规定》有关问题的规定〉的决定》，自2021年4月18日起施行。</p>\n<p>修改后的证券公司股权管理规定适当降低了证券公司主要股东资质要求，包括取消主要股东具有持续盈利能力的要求；将主要股东净资产从不低于2亿元调整为不低于5000万元人民币；不再要求主要股东具备相匹配的金融业务经验；不再要求主要股东为行业龙头等。同时对新问题予以规制，为新情况留出空间，包括禁止证券公司股权相关的“对赌协议”等。</p>\n<p>对此，万联证券研报称，具备分散式股权结构和多元化股东背景的券商经营绩效要普遍好于股权高度集中的券商，股权新规有助于一定程度上消除证券业并购障碍，鼓励券商引入具有协同效应的战略投资者来增强资本实力和盈利能力，利好走差异化和特色话路径的中小券商。</p>\n<p>爱建证券研报称，此次修订降低了认定证券公司主要股东的标准，在外部资本难以获得新增券商牌照只能转向存量牌照的宏观背景下，更有利于外部资本注资券商。券商因此得到资本补充，从而达到扩张或者调整自身发展的战略目的。</p>\n<p><b>估值已处于历史低点</b></p>\n<p>除了政策面利好不断，多家机构认为，该板块整体估值已处于历史低点。</p>\n<p><a href=\"https://laohu8.com/S/601162\">天风证券</a>明确指出当前时点看好券商板块，原因有二：一是在2020年四季度市场景气度较佳的背景下，券商计提的信用减值损失是基于审慎的原则，去年四季度或将是上市券商业绩的低点。年初至今，沪深两市交易额、两融余额、IPO融资规模等行业核心指标仍维持高位，上市券商今年一季度业绩或将迎来反转。二是券商板块整体估值处于历史低点，或已过度反映前期的悲观预期。</p>\n<p>据天风证券最新研报统计的40家上市券商中，32家上市券商的静态PB估值在历史25%分位数以下。其中，<a href=\"https://laohu8.com/S/600837\">海通证券</a>、<a href=\"https://laohu8.com/S/601211\">国泰君安</a>、<a href=\"https://laohu8.com/S/601688\">华泰证券</a>、<a href=\"https://laohu8.com/S/000776\">广发证券</a>、<a href=\"https://laohu8.com/S/601377\">兴业证券</a>等公司二级市场股价对应2021年分别为 0.98、0.99、1.10、1.16、1.39倍PB，估值均处于历史底部区间。</p>\n<p>兴业证券认为，由于悲观预期下市场持续回调，目前证券Ⅲ(申万)PB估值已降至1.68倍，正逐步进入持有高性价比区间。短期来看，资本市场改革节奏有所放缓，但监管层对于改革的目标和方向明确且不动摇，当前包括全面注册制、T+0机制、市场多空机制（融券&衍生品）、境外投资放开等政策均在研究推进中，券商行业利好正蓄力待放，届时证券行业展业天花板将进一步上移。</p>\n<p><a href=\"https://laohu8.com/S/601066\">中信建投</a>称，当前券商板块市盈率（20.5倍）接近2018年熊市底部震荡区间，市净率（1.64倍）接近2019年底部震荡区间，板块的下行空间有限。该机构认为可重点关注两类券商。一是头部券商，在培育航母级券商的政策导向下，头部券商将在财富管理、投资银行、衍生品交易等领域集聚市场资源，长期成长性占优、二是具备科技研发、互联网流量优势的精品券商，此类券商有望走出差异化的发展道路，实现市场份额的逆势提升。</p>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>券商板块再当旗手，大盘要开始反弹了吗？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n券商板块再当旗手，大盘要开始反弹了吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 11:16 北京时间 <a href=https://finance.sina.com.cn/roll/2021-03-24/doc-ikkntiam7404433.shtml><strong>一财网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：券商板块再当旗手，国联证券三连板，为何当前时点看好券商股？\n券商板块盘中强势拉升，截至发稿，国联证券、中银证券、国盛金控（维权）涨停，中泰证券涨8%，其余个股纷纷跟涨。\n3月24日，券商板块盘中强势拉升，领涨A股市场。截至发稿，国联证券、中银证券、国盛金控涨停，其中，国联证券连续三日涨停。中泰证券涨8%，其余个股纷纷跟涨。\n\n政策利好不断\n3月20日，证监会主席易会满在中国发展高层论坛圆桌...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2021-03-24/doc-ikkntiam7404433.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5d015cecb7c07cac91ad41d21b12463","relate_stocks":{"601456":"国联证券","01456":"国联证券"},"source_url":"https://finance.sina.com.cn/roll/2021-03-24/doc-ikkntiam7404433.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2121458297","content_text":"原标题：券商板块再当旗手，国联证券三连板，为何当前时点看好券商股？\n券商板块盘中强势拉升，截至发稿，国联证券、中银证券、国盛金控（维权）涨停，中泰证券涨8%，其余个股纷纷跟涨。\n3月24日，券商板块盘中强势拉升，领涨A股市场。截至发稿，国联证券、中银证券、国盛金控涨停，其中，国联证券连续三日涨停。中泰证券涨8%，其余个股纷纷跟涨。\n\n政策利好不断\n3月20日，证监会主席易会满在中国发展高层论坛圆桌会上表示，这次政府工作报告提出，要稳步推进注册制改革。我们将坚定注册制改革方向不动摇，继续坚持稳中求进，坚持系统观念，扎实做好科创板、创业板注册制试点评估，完善注册制全流程全链条的监管监督机制。重点是把握好实行注册制与提高上市公司质量、压实中介机构责任、保持市场平稳运行、明确交易所审核职能定位、加快证监会发行监管转型、强化廉洁风险防范等6个方面的关系，为全市场注册制改革积极创造条件。而全面推进注册制对于券商而言，无疑是重大利好。\n此外，为落实2020年3月1日起施行的新证券法，进一步简政放权，完善证券公司股权监管，提升监管效能，证监会发布《关于修改〈证券公司股权管理规定〉的决定》以及《关于修改〈关于实施《证券公司股权管理规定》有关问题的规定〉的决定》，自2021年4月18日起施行。\n修改后的证券公司股权管理规定适当降低了证券公司主要股东资质要求，包括取消主要股东具有持续盈利能力的要求；将主要股东净资产从不低于2亿元调整为不低于5000万元人民币；不再要求主要股东具备相匹配的金融业务经验；不再要求主要股东为行业龙头等。同时对新问题予以规制，为新情况留出空间，包括禁止证券公司股权相关的“对赌协议”等。\n对此，万联证券研报称，具备分散式股权结构和多元化股东背景的券商经营绩效要普遍好于股权高度集中的券商，股权新规有助于一定程度上消除证券业并购障碍，鼓励券商引入具有协同效应的战略投资者来增强资本实力和盈利能力，利好走差异化和特色话路径的中小券商。\n爱建证券研报称，此次修订降低了认定证券公司主要股东的标准，在外部资本难以获得新增券商牌照只能转向存量牌照的宏观背景下，更有利于外部资本注资券商。券商因此得到资本补充，从而达到扩张或者调整自身发展的战略目的。\n估值已处于历史低点\n除了政策面利好不断，多家机构认为，该板块整体估值已处于历史低点。\n天风证券明确指出当前时点看好券商板块，原因有二：一是在2020年四季度市场景气度较佳的背景下，券商计提的信用减值损失是基于审慎的原则，去年四季度或将是上市券商业绩的低点。年初至今，沪深两市交易额、两融余额、IPO融资规模等行业核心指标仍维持高位，上市券商今年一季度业绩或将迎来反转。二是券商板块整体估值处于历史低点，或已过度反映前期的悲观预期。\n据天风证券最新研报统计的40家上市券商中，32家上市券商的静态PB估值在历史25%分位数以下。其中，海通证券、国泰君安、华泰证券、广发证券、兴业证券等公司二级市场股价对应2021年分别为 0.98、0.99、1.10、1.16、1.39倍PB，估值均处于历史底部区间。\n兴业证券认为，由于悲观预期下市场持续回调，目前证券Ⅲ(申万)PB估值已降至1.68倍，正逐步进入持有高性价比区间。短期来看，资本市场改革节奏有所放缓，但监管层对于改革的目标和方向明确且不动摇，当前包括全面注册制、T+0机制、市场多空机制（融券&衍生品）、境外投资放开等政策均在研究推进中，券商行业利好正蓄力待放，届时证券行业展业天花板将进一步上移。\n中信建投称，当前券商板块市盈率（20.5倍）接近2018年熊市底部震荡区间，市净率（1.64倍）接近2019年底部震荡区间，板块的下行空间有限。该机构认为可重点关注两类券商。一是头部券商，在培育航母级券商的政策导向下，头部券商将在财富管理、投资银行、衍生品交易等领域集聚市场资源，长期成长性占优、二是具备科技研发、互联网流量优势的精品券商，此类券商有望走出差异化的发展道路，实现市场份额的逆势提升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321076742,"gmtCreate":1615387512086,"gmtModify":1703488306723,"author":{"id":"3576553623467774","authorId":"3576553623467774","name":"年轻范儿","avatar":"https://static.tigerbbs.com/38a1e19420338cdbb1017f974e94531d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576553623467774","authorIdStr":"3576553623467774"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XELA\">$Exela Technologies, 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