海通证券(600837)盈利预测_机构预测_爱股网

海通证券(600837)盈利预测

千股千评 机构评级 盈利预测 业绩预告 个股测评

海通证券(600837)盈利预测

◆预测指标◆

指标名称2021(实际)2022(实际)2023(实际)2024(预测)2025(预测)2026(预测)
每股收益(元)0.980.500.080.280.360.45
每股净资产(元)12.4912.6012.5012.7312.8313.06
净利润(万元)1282651.71654534.70100840.63372175.00467975.00588250.00
净利润增长率(%)17.94-48.97-84.59269.0725.6724.27
营业收入(万元)4320546.742594818.752295274.962636200.003026750.003358675.00
营收增长率(%)13.04-39.94-11.5414.8513.9310.15
销售毛利率(%)42.7130.496.32------
摊薄净资产收益率(%)7.863.980.622.202.733.35
市盈率PE11.6716.74119.7132.5425.9321.63
市净值PB0.920.670.740.680.680.65

◆预测明细◆

报告日期机构名称评级每股收益

2024预测2025预测2026预测

净利润(万元)

2024预测2025预测2026预测

2024-08-30国泰君安买入0.170.210.24221500.00275900.00314500.00
2024-04-28国泰君安买入0.330.410.45437600.00530200.00593100.00
2024-04-26申万宏源增持0.320.410.55414800.00532900.00722700.00
2024-03-29申万宏源增持0.320.410.55414800.00532900.00722700.00
2023-11-14兴业证券增持0.480.640.69630800.00838000.00902400.00
2023-11-01东莞证券增持0.540.740.83703700.00968300.001088000.00
2023-10-31方正证券增持0.430.610.75564000.00794700.00980500.00
2023-10-31华泰证券买入0.380.490.58500200.00636500.00762000.00
2023-10-31国泰君安买入0.460.540.59604800.00700900.00772400.00
2023-09-04中原证券增持0.460.54-602500.00704300.00-
2023-09-01广发证券买入0.670.740.82871500.00964800.001073300.00
2023-08-31华泰证券买入0.420.530.62554000.00690600.00811300.00
2023-08-31国泰君安买入0.720.790.86934400.001029500.001126700.00
2023-08-31方正证券增持0.570.690.80749000.00902700.001045600.00
2023-05-31太平洋证券买入1.091.201.321424217.001571271.001730139.00
2023-04-29国泰君安买入0.740.830.94964100.001085400.001229000.00
2023-04-29东方证券增持0.931.111.251218700.001446800.001635100.00
2023-04-28广发证券买入0.851.001.171104200.001302900.001529300.00
2023-04-08申万宏源增持0.720.830.96934800.001079200.001253500.00
2023-04-04中原证券增持0.630.66-822600.00860800.00-
2023-04-02国泰君安买入0.740.830.94964100.001085400.001229000.00
2023-04-02广发证券买入0.851.001.171104200.001302900.001529300.00
2023-03-31华泰证券买入0.600.670.77788200.00878000.001009900.00
2023-03-31中金公司中性0.800.93-1045000.001214000.00-
2022-12-21兴业证券增持0.891.121.231164800.001462600.001604500.00
2022-10-31广发证券买入0.690.780.91896200.001015100.001187800.00
2022-10-30长城证券买入0.590.951.25772747.001236885.001639115.00
2022-10-30国泰君安买入0.580.801.03763700.001043100.001341800.00
2022-09-01中原证券增持0.801.03-1049900.001340400.00-
2022-08-29华泰证券买入0.700.810.93911900.001052200.001214600.00
2022-08-29长城证券买入0.651.021.33849828.001326914.001737583.00
2022-08-29东方证券增持0.830.991.211084700.001287400.001574600.00
2022-08-28国泰君安买入0.871.081.291139900.001409500.001687100.00
2022-08-28广发证券买入0.690.780.91896200.001015100.001187800.00
2022-08-28中金公司中性0.780.97-1020000.001270000.00-
2022-08-27中银证券增持1.061.191.321387300.001558800.001722200.00
2022-08-27申万宏源增持0.731.001.11953800.001306200.001446000.00
2022-04-27国泰君安买入0.931.191.411216900.001550400.001844400.00
2022-04-27中金公司中性0.820.99-1070000.001300000.00-
2022-04-08中原证券增持0.961.03-1257000.001347400.00-
2022-04-03长城证券买入1.021.211.371330673.001580171.001784554.00
2022-03-31广发证券买入0.921.071.141200900.001395700.001490400.00
2022-03-31方正证券增持1.081.231.501411900.001607900.001964400.00
2022-03-31华泰证券买入1.011.181.311322400.001538400.001710300.00
2022-03-30中金公司中性1.111.26-1450000.001640000.00-
2022-03-30国泰君安买入1.051.211.421375900.001582800.001851400.00
2022-03-30东方证券增持1.151.381.621500600.001798200.002111300.00
2022-03-30中信证券增持1.021.091.171330594.001425712.001526612.00
2022-03-29申万宏源增持1.001.201.331304000.001563400.001736400.00
2021-10-31中银国际增持1.131.311.461474000.001711400.001903500.00
2021-10-29中金公司中性1.121.24-1461600.001626400.00-
2021-10-29国泰君安买入1.121.201.371465200.001566900.001790000.00
2021-10-29东方证券增持1.101.211.361438100.001581600.001779800.00
2021-10-29国信证券增持1.111.341.541444000.001754000.002017000.00
2021-10-29广发证券买入1.161.361.581519600.001779600.002070600.00
2021-09-01中航证券买入1.081.191.361407100.001555700.001778200.00
2021-08-30中信证券增持1.191.331.451548232.001734252.001890810.00
2021-08-28东方证券增持1.101.211.361438100.001581600.001779800.00
2021-08-28长城证券买入1.181.421.691536903.001851013.002211391.00
2021-08-27中银国际增持1.061.251.381379100.001632500.001804800.00
2021-08-27华泰证券买入1.141.271.431524300.001690400.001873300.00
2021-08-27国信证券增持1.111.341.541444000.001754000.002017000.00
2021-08-27广发证券买入1.161.361.581519600.001779600.002070600.00
2021-08-27中金公司中性1.081.20-1410000.001570200.00-
2021-08-26国泰君安买入1.031.141.331345100.001483400.001733200.00
2021-08-26安信证券买入0.961.081.241259900.001413400.001622500.00
2021-04-29东方证券增持0.931.031.131213400.001343500.001480400.00
2021-04-29广发证券买入0.860.951.091120400.001235600.001419300.00
2021-04-29安信证券买入0.961.081.241259900.001413400.001622500.00
2021-04-28国泰君安买入0.941.081.251233700.001412200.001632700.00
2021-04-12中航证券买入0.911.001.061193700.001310400.001386100.00
2021-04-03长城证券增持1.031.311.521347840.001708370.001989618.00
2021-04-02中原证券增持0.910.95-1183100.001247200.00-
2021-04-02东北证券增持1.031.081.221341400.001416600.001594000.00
2021-04-02安信证券买入0.961.081.241259900.001413400.001622500.00
2021-03-31兴业证券-0.890.971.091162713.801267227.401423997.80
2021-03-31东方证券增持0.931.031.131213400.001343500.001480400.00
2021-03-31国泰君安买入0.941.081.251233700.001412200.001632700.00
2021-03-31中金公司中性0.991.12-1293600.001468600.00-
2021-03-31广发证券买入0.860.951.091120400.001235600.001419300.00
2021-03-30华金证券买入0.971.141.321271100.001487800.001725200.00
2020-10-31申万宏源增持0.831.011.191085200.001316800.001550800.00
2020-10-30长城证券增持0.971.311.551114430.001508102.001790324.00
2020-10-30安信证券买入0.850.921.051105200.001201600.001376500.00
2020-10-30中金公司中性0.861.02-1118700.001333100.00-
2020-10-30国泰君安买入0.881.081.341147600.001412900.001752100.00
2020-10-30兴业证券-0.830.961.031084328.601254163.201345612.60
2020-10-30中信证券中性0.931.13-1214100.001476600.00-
2020-10-29华金证券买入0.830.951.071084800.001238700.001401600.00
2020-10-29东方证券增持0.871.041.171139200.001352800.001525700.00
2020-09-03天风证券买入0.811.011.141060885.001322023.001494470.00
2020-09-01中原证券增持0.770.79-1013500.001038000.00-
2020-08-31中银国际增持0.860.991.141128100.001290900.001484400.00
2020-08-31华泰证券买入0.750.981.05981200.001281300.001371800.00
2020-08-31中信证券中性0.931.13-1214100.001476600.00-
2020-08-30兴业证券-0.750.870.93980200.001139200.001209900.00
2020-08-30华金证券买入0.820.981.131076100.001280600.001482500.00
2020-08-29国泰君安买入0.800.951.151049300.001242200.001503800.00
2020-08-29东方证券增持0.871.041.171139200.001352800.001525700.00
2020-08-28方正证券增持0.781.071.271024900.001403700.001664800.00

海通证券(600837)机构盈利预测明细

◆研报摘要◆

●2023-11-14 海通证券：2023年三季报点评：收费类收入整体下滑，自营改善稳定业绩(兴业证券 徐一洲)
●海通证券深入践行“一个海通”理念，深化“投、融、保、研”及财富管理业务线的协同联动，有望依托集团综合化的金融平台优势支撑业绩增长。预计公司2023-2024年归母净利润分别为63.08和83.80亿元，同比分别-3.6%和+32.9%，对应11月13日收盘价的PB估值分别0.78和0.75倍，维持“增持”评级。
●2023-11-01 海通证券：2023年三季报点评：营收实现良性增长，净利润阶段性承压(东莞证券 雷国轩)
●公司是头部券商，规模优势显著，前三季度自营业务显著改善，投资收益同比高增，有望持续受益于活跃资本市场系列政策，发展趋势良好。预计公司2023至2024年每股收益分别为0.54元和0.74元，对应PE估值分别为18.14倍和13.18倍。维持对公司“增持”评级。
●2023-10-31 海通证券：季报点评：投资同比改善，减值拖累业绩(华泰证券 沈娟,汪煜)
●考虑到公司信用减值有一定压力，我们维持海通A股1.0倍2023年预测PB估值(可比公司均值：1.16倍)，给予H股0.35倍2023年预测PB估值(可比公司均值：0.57倍)，对应A股目标价为人民币12.86元，H股目标价为4.81港币。维持A股“买入”评级和H股“持有”评级。
●2023-09-04 海通证券：2023年中报点评：投资收益显著改善，信用减值拖累业绩(中原证券 张洋)
●预计公司2023、2024年EPS分别为0.46元、0.54元，BVPS分别为13.08元、13.62元，按9月1日收盘价9.82元计算，对应P/B分别为0.75倍、0.72倍，维持“增持”的投资评级。
●2023-08-31 海通证券：中报点评：投资弹性显著，减值拖累业绩(华泰证券 沈娟,汪煜)
●A股可比公司2023PBWind一致预期均值1.22倍，H股0.63倍，考虑公司信用减值较高、业绩波动较大，给予A股2023年目标PB1.0倍，H股0.45倍。维持A股“买入”评级和H股“持有”评级，给予目标价A/H股人民币12.89元/6.34港币(前值人民币13.02元/6.69港币)。
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