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业绩增长来自三大支柱:一是经纪与自营等传统业务彰显韧性;二是投行业务随股权融资市场复苏而回暖;三是国际化与财富管理转型已成为新增长极,推动行业业绩结构持续优化。基于此,多位分析师对证券行业2025年全年业绩持乐观预期。国泰海通证券刘欣琦预计:在交投活跃叠加基数效应下,42家上市券商2025年调整后营业收入可达5657亿元,同比提升34.10%;归母净利润可达2164亿元,同比提升46.40%。方正

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