Guotai Haitong “Opening” Financial Stock’s First-Half Report Preview: Net Profit After Non-Recurring Gains and Losses Surges Over 164%, Reaching a Historical High!

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, for the first half of 2026, the company expects to achieve net profit attributable to shareholders of RMB 20B to RMB 20.51B; and net profit after deducting non-recurring gains and losses attributable to shareholders of RMB 19.25B to RMB 19.76B, representing a year-on-year growth of 164% to 171%.

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

Meanwhile, related data also shows that in the second quarter of 2026, Guotai Haitong expects to achieve net profit after deducting non-recurring gains and losses of RMB 14.05B to RMB 28.05B, an increase of 137% to 146% compared to the first quarter of 2026, also setting a new historical high for the company's single-quarter performance.

According to WIND statistics on analysts' consensus earnings forecasts, analysts had forecasted Guotai Haitong's full-year 2026 net profit attributable to shareholders at RMB 28.048 billion. The announced forecast shows that the company has already achieved over RMB 19.2 billion in the first half, so the mid-year performance should significantly exceed analysts' expectations.

Regarding the main reasons for the pre-increase in performance, Guotai Haitong stated that in the first half of 2026, the company coordinated the promotion of integration and merger, synergistic coordination, and deepening reforms, focusing on building a full-chain advantage of "investment + investment banking + investment research" serving new productive forces, continuously improving the level of comprehensive financial services, accelerating the release of integration and merger efficiency. Revenue from wealth management, investment banking, institutional and trading, investment management and other businesses increased significantly year-on-year, and operating performance reached a historical high for the same period, laying a solid foundation for accelerating the creation of a top-tier investment bank with international competitiveness and market leadership.

As one of the industry leaders, Guotai Haitong's performance forecast has also sparked great interest in the performance of several other leading brokerage firms, and whether the industry rankings will change as a result is a key point of interest.

Risk Warning and Disclaimer

        There are risks in the market, and investment requires caution. This article does not constitute personal investment advice, nor does it take into account the specific investment objectives, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their particular circumstances. Investment based on this is at your own risk.