Guotai Haitong "opens" financial stock half-year report preview: Non-net profit increases by over 164%, setting a historical record!

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The curtain has risen on the 2026 mid-year performance forecasts for financial stocks, with Guotai Haitong Securities taking the lead.

According to Guotai Haitong's announcement, in the first half of 2026, the company expects to achieve attributable net profit of RMB 20.003 billion to RMB 20.511 billion; attributable net profit excluding non-recurring items is expected to be RMB 19.249 billion to RMB 19.757 billion, with a year-on-year growth rate excluding non-recurring items reaching 164% to 171%.

Both figures set new historical half-year highs since Guotai Haitong's merger.

Meanwhile, related data also show that in the second quarter of 2026, Guotai Haitong expects to achieve net profit excluding non-recurring items of RMB 13.538 billion to RMB 14.046 billion, representing a quarter-on-quarter increase of 137% to 146% compared to the first quarter of 2026, also setting a new historical single-quarter high for the company.

According to consensus profit forecasts by WIND analysts, analysts predict Guotai Haitong will achieve attributable net profit of RMB 28.048 billion for the full year 2026. The newly announced forecast shows that more than RMB 19.2 billion has already been achieved in the first half of the year, indicating that the mid-year results will greatly exceed analyst expectations.

As for the main reasons for the performance increase, Guotai Haitong stated that in the first half of 2026, the company coordinated integration, synergy, and deepening reforms, focused on building a full-chain advantage in “investment + investment banking + investment research” services for new quality productive forces, continuously improved comprehensive financial service levels, accelerated the release of integration and synergy effectiveness, and revenue from wealth management, investment banking, institutional and trading, investment management, and other businesses grew significantly year-on-year. Operating performance reached a historical high for the period, laying a solid foundation for accelerating the construction of a first-class investment bank with international competitiveness and market leadership.

As one of the industry leaders, Guotai Haitong’s performance forecast has attracted great interest in the subsequent results of other leading securities firms. Whether the relevant industry rankings will change is an important point to watch.

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