Brokerage stocks surge as the 'flag bearer of the bull market' rallies—signaling a new offensive in the sector?

The value proposition of left-side positioning has become increasingly evident.

Gelonghui FinanceMay 21 11:26

Four securities firms appear on Changxin's shareholder list, with hundreds of billions in unrealized gains reshuffling rankings—equivalent to creating one and a half 'China Merchants Securities'.

① According to Changxin Technology's prospectus, four securities firms—China Merchants Securities, Huaan Securities, CITIC Securities, and CICC—hold indirect stakes in the company. ② Based on Changxin Technology’s estimated valuation of RMB 3 trillion, China Merchants Securities stands to realize an unrealized gain of nearly RMB 20 billion, while Huaan Securities exceeds RMB 10 billion, significantly boosting both firms’ net profits. ③ The earnings contribution from this equity investment is expected to propel China Merchants Securities into the top three among securities firms by profitability and help Huaan Securities break into the industry’s top ten.

cls.cnMay 21 09:55

20 Mid-Year Strategy Conferences Debate the Second Half of 2026: Is the AI Sector a Bubble or a New Turning Point?

①Currently, 20 securities firms have confirmed the schedule for their mid-year strategy meetings, including those recently held by TF Securities and China International Capital Corporation (CICC); ②Huang Wentao, administrative head of CICC's Research and Development Department, stated that investing in the strategic trend of 'the East rising while the West declines' is the best strategy for this era; ③The mid-year strategy meetings remain highly popular, with over 2,000 participants at CICC’s event, more than 1,100 at TF Securities’, and each session of CITIC’s conferences historically exceeding 4,000 attendees.

cls.cnMay 13 10:38

Founder Securities (601901) Q1 2026 Earnings Report Commentary: Year-on-Year Improvement in Net Profit Margin with Rapid Profit Growth

Event: Founder Securities released its Q1 2026 earnings report. Total operating revenue, excluding other business income: 3.4 billion yuan, a year-on-year increase of 14.2%. Net profit attributable to shareholders: 1.49 billion yuan, a quarter-on-quarter increase of 1.32 billion yuan, and a year-on-year increase of 24%.

Huachuang SecuritiesMay 8 13:32

Founder Securities: First Quarter Report for 2026

SZSIApr 30 00:00 · Announcements

First Quarter Report for 2026

SZSIApr 30 00:00 · Announcements