您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。[港股财报]:光大证券2024年中期报告 - 发现报告

光大证券2024年中期报告

2024-09-12港股财报心***
光大证券2024年中期报告

(於中華人民共和國註冊成立的股份有限公司)股份代號:601788(A股)06178(H股) 中期報告2024 36103743455864657685 1313 20242024630AH4,610,787,639AH100.905417,276,281.33 AH Everbright Securities Company LimitedEBSCNEB SECURITIES 1508021-22169914021-22169964ebs@ebscn.com 1508199661997528200715082000401508200040http://www.ebscn.comebs@ebscn.comindependentdirector@ebscn.com10812 https://www.cs.com.cnhttps://www.cnstock.comhttp://www.stcn.comhttp://www.zqrb.cnhttp://www.sse.com.cnhttp://www.hkexnews.hk1508 1 2= 3 202461.75.0%21.28.7%2.7 1+N5030050 2024 IT 202463.5825.25%13.9141.87% 1 20243656% 2024100.910.20%A0.25%7.10%10.99% 2024614,808.9910.30%14,493.278.23%315.7155.90% 20241-636.24281.3711.15%7.64%179.7538.513.75%22.73% 20243.94%5.57%1-61,1044.50% (1) 20242024 2.0·2024 202466135%1.159%103.65 (2) 202420246315.058.27%231.13% (3) 20242024627.549.8720230.2270.02% (4) 2024202416268.291.86%1.75%1.01%2.17%2.87%1.52%0.80%1.87%326+495.320232023Wind (5) 2024614.15443,40020242024202420242024 2024 2024 2 202457% 2024A202461,36075.56%IPO30386.17% 20246.129.71% 2024IPO303%13425% (1) 2024IPO 20246210.91416IPO19.61IPO13IPO1110.5152024681 (2) 202437040%254%36%24MTN01REITs242023WindABS 20246111,804.822.95%10190.903.29%9 1 (3) 2024948IPO145 (4) 2024 2024 2024 3 202469% 202410.20%28.526.43%31.08202313.97%202420241-668.46%56.92% (1) 2024 (2) 2024FOF/MOM20246PB6,93920237.03%PB4,07820231.44% (3) 2024202466%101554818.33%1,08715.67% (4) 202424842,90114,83051620246A822177 (5) 202420232023AA2023A (6) 2024 2024 2024 4 2024711% 20240.25%7.10%10.99%A8.0% (1) 2024 (2) 2024 2024 2024 5 202447% 202465.89%2024630.59ETFFOF20233.4512.7% (1) 2024+FOF 202463,68022.54%20245 (2) 202490920246915716551702824 (3) 202413.95 2024 2024 6 2024-9 2024 (1) 2024 (2) 202461411 2024 2024 202463.625% 29.612% 23.58% 9.954% 0.588% 8.718% 13.717% 16.919% 3.3 12.880% 0.30.3 6.032% 1 2024103.56 119.05 27.53 195.08 2 20246304112% 20246301,95910% 20246301,46914% 20246302249% 127.615.38% 4142 49 202463061.83%1581,802 1 10.250.242.42% (1)(2) 119934815 2024630280.7530.0020243.420.93220122212202463032.0629.2920242.650.703200811740202463021.65-10.032024-1.821.864201292620202463019.2717.802024-0.100.33 5202463045.8830.5420245.130.64 20101119742024630127.6125.2820242.950.19 620176125 20246306.484.8020241.372.16 720149291085%35%MPS2019-0372022-00920195312022316 202463013.0111.9620240.240.16 820044221.655% 202463016.1214.2420241.790.24 91999412225% 202463058.0834.81202410.162.45 2024630422024630130 1. 2. 3. (1) (VaR) (2) (3) (4) (5) (6) (7) 9 1.20245282023 2.2023112420245282023 20245282024528 3.2024528202320245286 4.2024118 202452820245282024528 5.2024627 202457 2024312 202412 6.1551.72% 13.51B 2024719 202471 202478 C3 7,8601,1815,9561,904 2024 • AI 20245282023202320231231AH4,610,787,639AH102.8031,292,403,775.21AH20230.910721.0010H3.077796 2023202320247 20242024630AH4,610,787,639AH100.905417,276,281.33 e 2024202370,0005202100e14 1. 2. 36% 3. LED 20242024 42180+2625+495.38 + 20232024 20232024(1)2024(2)2024(3)2024380 1,00010% 2024410[2024]632024514[2024]146 MPS 14A14A 202182620219214A.5320241231 202182620211262021202211202412313 2021(1)(2)2021(3)2021(4) 20212022202320248.08.09.2202220232024118.0184.0207.020241.82145.26 20210.1%5%14A 20212021826 202182620211262021202211202412313 20212022202320245.05.05.020222023202489.0104.0119.0202406.85 2021202412310.1%5%14A 2021826202192820211262021202211202412313 A. (a)(b)(c)(d)(e) 2021202220232024560,000670,000804,000202220232024560,000670,000804,000202425,79725,824 B. (a)(b)(c)(d)(e)(f)(g)(h)PPP(i)(j)(k)(l)(a)(b)(c)(d)(e)(f)(g)(h) 20212022202320241,1451,3741,7182022202320248491,0191,2742024148.4153.28 20215%14A 2021202182620219282021 14A.5320218312021202192 1 20246304.15 2. 1. 2. 2024630 3. C1 1. 2024-0282024-0292024-0312024-03420246120246152024713202483242 2. 2018111.2520182019-0372019531201920212022 201972.352019-0412019713201920192020-10420201132020202120212022 2019113,197.20201920212022 202251,446.412022202361,353.102023 202152,525.492021202120222023 202151,546.4820212023 2021113.4120217,321.00 202256,547.90202220232023 202262,326.9820222022 202267,566.44202220232023 202262,000.001,499.991,000.04202220222023 2022103,234.9820222023 2022112.16202220232023 202277,046.97202220222023 202212China Everbright Securities Value Fund SPCChina Everbright Securities Value Fund SP13,044.2420222023 202212OP EBS Fintech Investment LimitedWacaiHoldings LimitedCaimi Technology Holdings Limited8,8582022 2023351,00020232023 202362.602023 20237122,914.892023122,535.82 202312478.112023 4.35202020212022202220232023 3. 202441,510.00 202451.77 202455,550 4. MPS26.4 61.81.359,5002,480 1.711.5 JINXIN INC.MPSRICCARDO SILVAANDREA RADRIZZANI661,375,034 MPS1035% 2019-0082019-0122019-0162019-0372019-0512020-0152020-0492020-0512020-0802020-0942021-0062021