光大证券2023年中期报告

中期報告 （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) 36104146496269708092 1111202263020236302023 AH Everbright Securities Company LimitedEBSCNEB SECURITIES 1508021-22169914021-22169964ebs@ebscn.com 1508199661997528200715082000401508200040http://www.ebscn.comebs@ebscn.com10812 https://www.cs.com.cnhttps://www.cnstock.comhttp://www.stcn.comhttp://www.zqrb.cnhttp://www.sse.com.cnhttp://www.hkexnews.hk1508 6017886178 1 2= 3 20235.5% 2023 Wind PPN IT 1 20234249% 2023 20232023615,88520223.12% 20231-63,950,879,0842,621,266.8529.71%1.80% 202318,91620224.37%202313.816.87% (1) 2023++202315 202365665%1.32%203.4797%20236+250282 (2) 202320236347.6820221.82%261.44% (3) 20232023628.1010.4320220.55329.49% (4) 202320231-6375.9434.14%1.89%19.57%1.13%1.56%2.55%2.70%1.11%0.29%1.50%3267 (5) 20232023614.26023,0000.25% 2023 2023 2023++ 2 202378% Wind202365,56524.57%IPO2,18729.88% 2023Wind6.189.81% 2023IPODealogic2023IPO29GEM32%1789.6%13.8% (1) 20232023IPO Wind202365IPO142.1264.6%IPO41.3251.58%20236IPO856 (2) 2023PPN2023ABS 2 0 2 35 8 02 7 . 2 3 %1,791.742.93%9319.285813.298 (3) 20231IPO8IPO32IPODealogicIPO44 (4) 20233.6 2023 2023IPO+++TMT 3 2023910% 2023A2.62.28%1.56.76%27.376.29%20235 (1) 2023 (2) 2023FOF/MOM20236PB5,915PB3,907202239.64% (3) 20232023669514.50%1,16513.88% (4) 202314042,82914,38961820236A751173 (5) 202350ETF50ETF20222022A (6) 2023 2023 2023 4 202389% 20233000.75% (1) 2023 (2) 2023ESG 20236 2023 2023 5 202378% 202352023627.22ETF20221.475.7% (1) 2023 202363,055.2816.4%1,704.951,208.34141.9920232,907.605 (2) 20232202367221261,115897735 (3) 202314.332022 2023 2023 6 202368% 2023IPO (1) 2023Pre-REITs (2) 202311 2023 2023 202385.113% 33.512% 25.412% 21.5271% 4.669% 7.430% 16.6 20.815% 3.311% 0.319% 0.6 0.32.7 0.5100% 8.742% 1 202320.85 56.57 52.98 24.44 2 20236303751% 20236302,2461% 20236301,7017% 202363025824% 148.195.66% 4243 50 202363066.40%3441,902 1 10.790.161.55% (1).(2). 119934815 2023630294.8029.4120237.532.12 220122212 202363033.3729.1720233.961.63 3200811740 202363033.66-24.6020235.814.93 4201292620 202363020.2418.4920230.820.84 52010111950.65 2023630148.198.5720232.510.29 202363051.3229.8320235.680.82 20236301.12-7.9720230.080.03 620176125 20236307.00121202341667MPS102022-0072022-0522022-0542023-0192023-03420223920221222022122020235312023725 720149291085%35%MPS2019-0372022-00920195312022316 202363022.8112.7120230.26693 820044221.655% 202363015.7613.6720232.570.55 91999412225% 202363055.1732.69202310.512.85 2023630372023630160 1. 2. 3. (1) (VaR) (2) (3) (4) (5) (6) (7) 6 1.20236292022 2023472023420 2.2023630 3.2023512 16 5.413.33% 13.51B 8,2801,3786,2981,982 2023 20236292022202220221231AH4,610,787,639AH102.10968,265,404.19AH0.920751.0010H2.280756 2022202220238 2023 e 2023202247,000103011100e24 1. 2. 2023 3. LED 2023 20.43 +++ REITs 2023202320232023 1,00010% 2023220[2023]37 2023530[2023]712021112420212021202282320222022202220228262022 202361[2023]3220PPN00120PPN002 MPS 14A14A 202182620219214A.5320241231 202182620211262021202211202412313 2021(1)(2)2021(3)2021(4) 20212022202320248.08.09.2202220232024118.0184.0207.020231.8362.95 20210.1%5%14A 20212021826 202182620211262021202211202412313 20212022202320245.05.05.020222023202489.0104.0119.02023029.35 2021202412310.1%5%14A 2021826 2021826202192820211262021202211202412313 A. (a)(b)(c)(d)(e) 2021202220232024560,000670,000804,000202220232024560,000670,000804,000202347,73644,272 B. (a)(b)(c)(d)(e)(f)(g)(h)PPP(i)(j)(k)(l)(a)(b)(c)(d)(e)(f)(g)(h) 20212022202320241,1451,3741,7182022202320248491,0191,2742023173.6559.41 20215%14A 2021202182620219282021 14A.5320218312021202192 20232023119 1. (A) 8.59(B)63.98 202363013.84 2. 1. 12 2. 2023630 3. 1. 2023-0062023-0182023-023202322520235202023617244 2. 20191091,5342019 20225106,547.902022 2022677,566.442022 20226236246272,000.001,499.991,000.041,860.001,487.46998.75202220222,000.001,499.991,000.04 2 0 2 272 57,046.97202220226,239.93 202211242.1620221.64 2022126China Everbright Securities Value Fund SPCChina Everbright Securities Value Fund SP130,442,3982022 202332111,402.872022 4.352020202120222022 3. 202331351,000 202341112,737.30 2023659,304.74 20236161,353.10 2023727122,914.89 2023871,289.35 4. MPS 61.81.359,5002,4801.7 JINXIN INC.MPSRICCARDO SILVAANDREA RADRIZZANI661,375,034 MPS1035% 2019-0082019-0122019-0162019-0372019-0512020-0152020-0492020-0512020-0802020-0942021-0062021-0312021-0372021-0452021-0622022-0022022-0052022-0072022-0092022-0322022-0522022-0542023-0192023-0342023-036201921201932201932020195312019827202012220205320205112020892020918202112620216122021782021821202110302022119202212020223920223162022624202212220221220202353120237252023729 2 0 2 363 04 , 6 1 0 , 7 8 7 , 6 3 9A3 , 9 0 6 , 6 9 8 , 8 3 9H704,088,800 196,911 1196,911A196,751H160 2H 3 4 2023630XV23336 1.6