Listed securities companies have entered an intensive period of performance disclosure. On March 30, the securities industry ushered in a historic moment, with a net profit of more than 10 billion yuan or more than 10 securities companies, doubling the number compared with 2020.
The figure shows the performance of listed securities companies in 2021
According to the statistics of the Associated Press reporter, according to the statistics by the reporter of the associated press, as of now, 2021 will be the year in 2021 to realize the basic lock on the list of 10 billion billion of net profit that will return to the parent parent in the net profit. There are 9 on the list, and there are 9 on the list. Based on the size of net profit, ranking in the order of the net profit size, followed by Tsingtao Brewery Company Limited(600600) Dongfeng Automobile Co.Ltd(600006) Fawer Automotive Parts Limited Company(000030) China Securities Co.Ltd(601066) . Compared with only five 10 billion net profit securities companies in 2020, China International Capital Corporation Limited(601995) , China Merchants Securities Co.Ltd(600999) , Galaxy Securities and China Securities Co.Ltd(601066) are “new faces”.
In addition, according to Guosen Securities Co.Ltd(002736) express, the company’s net profit attributable to the parent company is expected to be up to 10.5 billion yuan, which is also expected to be added to the list. So far, there are more than 10 securities companies with a net profit of 10 billion yuan.
34 “transcripts” (including performance express) of A-share listed securities companies have been released in total. Except for Chinalin Securities Co.Ltd(002945) , Huaxi Securities Co.Ltd(002926) and First Capital Securities Co.Ltd(002797) and , the operating revenue and net profit of the remaining securities companies have achieved positive growth year-on-year, and the revenue and net profit of many securities companies have increased by more than 30%.
The total operating income of securities companies is RMB 171.2 billion, and the total net profit belongs to the parent company is RMB 58.2 billion. Among them, the operating revenue and net profit attributable to the parent of the top ten securities companies reached 394.4 billion yuan and 127.6 billion yuan respectively, accounting for about 70% of the overall revenue and net profit, and the head effect is more obvious.
“Matthew effect” once again tests the next stage of the exhibition industry of small and medium-sized securities companies. The operating income and net profit attributable to the parent company of Citic Securities Company Limited(600030) , Haitong Securities Company Limited(600837) , Guotai Junan Securities Co.Ltd(601211) , Huatai Securities Co.Ltd(601688) and other securities companies, which are in the top four, have reached 2005 billion yuan, accounting for nearly 30% of the total of 34 securities companies, and the total net profit attributable to the parent company has reached 64.3 billion yuan, accounting for nearly 40% of the total of 34 securities companies.
It is reported that this year’s annual report disclosure of securities companies will continue until April 29. At present, there are Dongxing Securities Corporation Limited(601198) , Caitong Securities Co.Ltd(601108) , The Pacific Securities Co.Ltd(601099) , Southwest Securities Co.Ltd(600369) , Sinolink Securities Co.Ltd(600109) , Guosen Securities Co.Ltd(002736) , Shanxi Securities Co.Ltd(002500) and other securities companies that have not disclosed any performance in 2021.
top10 shuffle
The figure shows the top 10 ranking of revenue and net profit attributable to parent company of listed securities companies in 2021
From the perspective of the annual reports and quick reports that have been disclosed at the moment, from the perspective of the annual reports and quick reports that have been disclosed at the moment, among the 34 brokers, the top 10 in terms of operating revenue among the 34 brokers, among which the top 10 in terms of business income is 60060 Zuming Bean Products Co.Ltd(003030) \ and China Merchants Securities Co.Ltd(600999) ; The top 10 top 10 ranked in the top 10 in terms of the net profit attributable to the mother’net profit from the net profit from the mother of the parent. The top 10 among the top 10 of the top 10 in the sequence of the top 10 in the sequence of the top 10 in the list of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the list of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the top 10 of the list of the list of the top ten of the top ten of the top ten of the list of the top ten of the list of the top ten of the top ten of the list of the top ten of the top ten of securities.
Compared with 2020, the top ten ranking of operating revenue has changed Citic Securities Company Limited(600030) , Haitong Securities Company Limited(600837) , Guotai Junan Securities Co.Ltd(601211) , Huatai Securities Co.Ltd(601688) still sit firmly in the top four positions. The ranking of the three securities companies has improved. Galaxy Securities has risen from the original eighth to the fifth, China International Capital Corporation Limited(601995) has also risen from the ninth to the eighth, and China Securities Co.Ltd(601066) from the tenth to the ninth; The ranking of three securities companies declined, China Merchants Securities Co.Ltd(600999) retreated three places, Gf Securities Co.Ltd(000776) retreated two places and Shenwan Hongyuan Group Co.Ltd(000166) retreated one place.
The top ten positions of net profit attributable to the parent company have also changed. The ranking of the four securities companies has improved, Haitong Securities Company Limited(600837) from the fourth to the third, China Merchants Securities Co.Ltd(600999) from the seventh to the fifth, China International Capital Corporation Limited(601995) from the tenth to the seventh, and galaxy securities from the ninth to the eighth; The ranking of the four securities companies declined, with Huatai Securities Co.Ltd(601688) retreating from the third to the fourth, Gf Securities Co.Ltd(000776) from the fifth to the sixth, China Securities Co.Ltd(601066) from the sixth to the ninth, and Shenwan Hongyuan Group Co.Ltd(000166) from the eighth to the tenth. Overall, Gf Securities Co.Ltd(000776) , Shenwan Hongyuan Group Co.Ltd(000166) operating income and net profit declined.
In terms of the growth rate, among the 34 brokers among the 34 brokers, the Guolian Securities Co.Ltd(601456) successively ranked among the top ten in terms of revenue growth. Among them, Guolian Securities Co.Ltd(601456) , Zheshang Securities Co.Ltd(601878) , Galaxy Securities’ operating revenue increased by 58.1%, 54.4% and 51.5%.
\takethe top ten places in the growth of net profit attributable to the parent company in turn. Among them, Central China Securities Co.Ltd(601375) achieved a net profit increase of 392%, followed by Orient Securities Company Limited(600958) 97.26% and Founder Securities Co.Ltd(601901) 66.19%. “The first brother of the securities industry” Citic Securities Company Limited(600030) although the volume is huge, it still achieved an increase of 55%.
The figure shows the growth of net profit of listed securities companies in 2021
The financial Associated Press reporter noted that the net profit growth of Boc International (China) Co.Ltd(601696) , Gf Securities Co.Ltd(000776) , China Securities Co.Ltd(601066) , Sealand Securities Co.Ltd(000750) , First Capital Securities Co.Ltd(002797) , Huaxi Securities Co.Ltd(002926) , Chinalin Securities Co.Ltd(002945) and other securities companies in 2021 was below 10%, and the profit growth was relatively slow.
China Securities Co.Ltd(601066) into the 10 billion net profit camp
Taking a closer look at the 34 “transcripts”, China Securities Co.Ltd(601066) finally entered the list of securities companies with net profits of 10 billion after accompanying them for many years.
According to the annual report, China Securities Co.Ltd(601066) 2021 achieved an operating revenue of 29.872 billion yuan, a year-on-year increase of 27.93%, a net profit attributable to shareholders of listed companies of 10.239 billion yuan, a year-on-year increase of 7.67%, a net profit attributable to shareholders of listed companies deducting non recurring profits and losses of 10.210 billion yuan, a year-on-year increase of 7.49%, and a weighted average return on net assets of 15.80%. The financial Associated Press reporter noted that the revenue and net profit of China Securities Co.Ltd(601066) have reached a new high for two consecutive years.
Brokerage, wealth management and asset management business became the main revenue source of China Securities Co.Ltd(601066) 2021 business, but the investment banking business declined. Specifically, the wealth management business segment of the securities firm realized an operating revenue of 6.384 billion yuan, a year-on-year increase of 17.36%, the trading and institutional customer service business realized an operating revenue of 8.987 billion yuan, a year-on-year increase of 4.35%, the asset management business realized an operating revenue of 1.789 billion yuan, a year-on-year increase of 9.43%, and the investment banking business realized an operating revenue of 5.528 billion yuan, a year-on-year decrease of 5.39%.
In terms of wealth management transformation, in 2021, China Securities Co.Ltd(601066) agent trading securities business accounted for 3.40% of the market, with a year-on-year increase of 2.41%, ranking the ninth in the industry, and the market share of agent stock fund trading volume was 3.56%, with a year-on-year increase of 7.55%; The sales volume of key financial products was 107.7 billion yuan, and the market share of net income from agency sales of financial products was 4.70%, with a year-on-year increase of 11.64%, ranking sixth in the industry; 1153600 new customers were added, and the total number of customer capital accounts reached 10231500, accounting for 3.44% of the market, ranking 10th in the industry; The market value of customer managed securities is 5.59 trillion yuan, with a market share of 7.91%, ranking second in the industry. In addition, China Securities Co.Ltd(601066) fund investment consulting business pilot has signed 91800 contracts.
In terms of asset management business, according to the statistical caliber of China Securities Association, China Securities Co.Ltd(601066) entrusted asset management scale is 427272 billion yuan, and the net income of asset management business is 1.012 billion yuan. Among them, the scale of the company’s actively managed products was 385814 billion yuan, accounting for 90.30% of the total scale of asset management, with a year-on-year increase of 21.63 percentage points.
China Securities Co.Ltd(601066) investment banking business still has something remarkable despite the decline in revenue. In 2021, China Securities Co.Ltd(601066) equity financing and debt financing achieved good results. On the one hand, the company’s equity financing projects and lead underwriting amount ranked second and third in the industry respectively. Among them, the IPO lead underwriter and the underwriting amount rank second and third in the industry respectively; The number and amount of lead underwriters of equity refinancing ranked second in the industry. The data shows that China Securities Co.Ltd(601066) in 2021, the number of sponsors on the science and innovation board, the gem and the Beijing stock exchange remained the first.
On the other hand, in 2021, the number and scale of bond underwriters of the company’s debt financing business once again hit a record high. A total of 2467 lead underwriting projects have been completed, with a lead underwriting scale of 1.53 trillion yuan, ranking the top two in the industry for seven consecutive years. Among them, the number of principal underwriters of the company’s bonds was 699, with a principal underwriting scale of 457.22 billion yuan, ranking first in the industry for seven consecutive years.
China International Capital Corporation Limited(601995) investment banking and wealth management are full of highlights
China International Capital Corporation Limited(601995) moved into the net profit camp of 10 billion yuan for the first time. In 2021, the operating revenue was 30.131 billion yuan, a year-on-year increase of 27.35%, and the net profit attributable to the parent company was 10.778 billion yuan, a year-on-year increase of 49.54%. In 2021, China International Capital Corporation Limited(601995) all business lines developed in coordination, and major strategies of internationalization, regionalization and digitization continued to bear fruit, further consolidating and consolidating their market position.
According to the annual report, in 2021, China International Capital Corporation Limited(601995) accumulated 4.2 trillion yuan of direct financing, assisted nearly 410 billion yuan of equity financing of science and technology enterprises, supported nearly 120 billion US dollars of overseas financing of Chinese enterprises, completed nearly 120 billion yuan of green bond issuance, and participated in resolving nearly 2 trillion yuan of risky debt.
In terms of wealth management and investment banking, China International Capital Corporation Limited(601995) highlights are full. In terms of wealth management, in the past year, China International Capital Corporation Limited(601995) the business has been fully integrated, and the product configuration business has achieved leapfrog growth. The number of products has exceeded 300 billion yuan, with a year-on-year increase of nearly 90%. We continue to promote the transformation of buyer’s investment advisers, innovate and launch “micro 50” low threshold configuration products, and the assets of buyer’s investment advisers are nearly 80 billion yuan, with a year-on-year increase of more than 180%.
In terms of investment banking, China International Capital Corporation Limited(601995) continues to show its advantages. Among them, the underwriting scale of A-share IPO ranked second, the underwriting scale of A-share refinancing ranked second, and the underwriting scale of Hong Kong stock IPO global coordinator ranked first; The domestic bond underwriting scale ranks fifth, the domestic convertible bond underwriting scale ranks second, and the overseas bond underwriting scale of Chinese funded enterprises ranks first. It has completed multi single benchmark projects in innovative fields such as infrastructure public offering REITs and carbon neutral bonds; M & a business ranks first in China’s M & a market for the eighth consecutive year.
total assets of Galaxy Securities exceeded 500 billion for the first time
Galaxy Securities also achieved a net profit of 10 billion yuan.
According to the annual report, Galaxy Securities achieved an operating revenue of 35.879 billion yuan in 2021, with a year-on-year increase of 51.07%. The net profit attributable to shareholders of listed companies was 10.349 billion yuan, with a year-on-year increase of 42.87%. The total asset scale reached 560.5 billion yuan, exceeding 500 billion yuan for the first time, and the weighted average return on net assets reached 12.29%, a new high in recent five years.
Specific to each business line, Galaxy Securities accelerated the transformation of wealth management. The brokerage business achieved a revenue of 12.509 billion yuan in 2021, with a year-on-year increase of 16.40%, assuming the role of “performance cow” of the company. In the past year, the company has opened 1157500 accounts, a year-on-year increase of 6.72%; The holding scale of financial products was 184.6 billion yuan, an increase of 18% over the end of 2020, and the sales of financial products was 148.8 billion yuan (excluding mercury, tiantianli, jinzilai and other cash products), a year-on-year increase of 12%.
Galaxy securities futures brokerage business also broke out in 2021. In the current period, Galaxy futures realized an operating revenue of 15.119 billion yuan, a year-on-year increase of 109.14%; The net profit was 766 million yuan, a year-on-year increase of 112.35%.
At the same time, Galaxy Securities also performed well in credit, investment banking and investment management business. According to the data, by the end of 2021, the pledge scale of the company’s customers’ shares was 18.8 billion yuan, a decrease of 4.5 billion yuan compared with the end of 2020, a decrease of 19%, the average proportion of performance guarantee was 355%, the balance of margin trading and securities lending of the company’s customers was 93.8 billion yuan, an increase of 15% compared with the end of 2020, and the average proportion of maintenance guarantee was 286%.
In 2021, galaxy securities self operated and other securities trading services realized an operating revenue of 5.038 billion yuan, a year-on-year increase of 82.53%. Among them, the scale of Galaxy Securities bond pledge quotation repurchase business and the number of customers rank first in the market. In 2021, the outstanding balance reached 17.19 billion yuan and the number of investors was 746000; The scale of derivative financial assets also reached 1.945 billion yuan by the end of 2021, a year-on-year increase of 123.8%.
In terms of investment banking, Galaxy Securities also set a new record. According to the data, Galaxy Securities underwritten 583 bonds in 2021, with a total underwriting amount of 229833 billion yuan, a year-on-year increase of 90.46%, ranking 13th in the industry. The underwriting scale of corporate bonds was the highest in the past decade, and the underwriting scale of local government bonds and financial bonds entered the top ten in the industry.
