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Express News | The Sector rose in the afternoon, with Guangdong Golden Dragon Development Inc. approaching the涨停.
Citi: This incremental policy benefits domestic banks and Brokerages, effectively controlling the risk of non-performing loans in the short term.
The bank expects that brokerages highly sensitive to average daily trading volume (ADT) will benefit, including East Money Information (300059.SZ), GF SEC (01776), and Silver Securities (06881). Compared to East Money Information, the bank is more Bullish on Silver Securities.
East Money Information (300059): Overall performance is steadily improving, bullish on the development prospects under the empowerment of AI.
Event: Recently, East Money Information announced the first quarter report for 2025, showing that the company's total operating revenue was 3.486 billion yuan, a year-on-year increase of 41.93%, and the net profit attributable to the parent company was 2.715 billion yuan, a year-on-year increase of 38.96%; weighted.
Western Securities: In the first quarter, the brokerage's self-operated services showed a dual recovery, driving a significant increase in the industry's performance.
In the first quarter of 2025, the combined brokerage revenue of 42 listed Brokerages increased by 48.7% year-on-year, with the average daily trading volume of stock index funds in the same period rising by 71% year-on-year, driving active trading and significant growth in the Business revenue of the Industry.
East Money Information (300059): Active market performance high growth AI applications build high barriers.
Report introduction: The company's performance in Q1 2025 shows significant growth mainly due to active market trading, driving the growth of the company's securities brokerage business and credit business. Bullish on the continued performance growth from active trading combined with AI applications. Investment highlights: Maintain 'increase'
Results: East Money Information Co.,Ltd. Exceeded Expectations And The Consensus Has Updated Its Estimates