光大证券2025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2025 3610384656627686 1212 20252025630AH4,610,787,639AH101.095504,881,246.47 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 2025 A 20252025674.818%16.821% 20254459% 2025A2.76%0.48%0.53%AA163202460% 2025618,504.520.76%18,381.490.86%123.0417.88% 2 0 2 51 - 64 2 . 4 817.21%339.3620.61% 202520%19%20251-62,4021,104118% (1) 2025 20251202566876%43.549%1.467% 2025647419%•2025ETF +E800173%•202592%2025 (2) 202520256410.50 (3) 20252025618.763.0920246.31328.68% (4) 20252025266.191.46%1.37%327 + (5) 2025614.268025%3,6702025 2025 2025 202545% 2025A7,628461%13318%IPO37423.43%IPO5115.91% 7.4922.39% 2025IPO4446.67%1,071699% (1) 202531IPO29.9IPO4.625.27220256IPO3 (2) 2025485.441.2%3.3138.2117.513.8525K5&K625ABN001ABN2501202588 20257772,021.53260.303.34%8 (3) 20255IPO13 (4) 2025 2025 2025 202568% 2025202567,761202423950%20245.56 (1) 2025 (2) 2025FOF/MOM20256PB8,08420248.22%PB4,29820245.63% (3) 2025202562024145441,30420% (4) 2025202525622,34214,05260720256A789190 (5) 2025ETFETF50 (6) 2025 2025 2025+ 20251115% 20252.76%0.48%0.53%A5.83%2025 (1) 2025 (2) 2025 2025 2025 202557% 202565.521.01%2025634.3920241.564.75% (1) 2025202563,2253.6% (2) 20253009.4220256955.68793.36611.29722523 (3) 2025202515.65 2025 2025 2025-2,076 2025LPS (1) 2025 (2) 1411 2025 2025 1,187.2 ABS IT 1. 202574.818% 35.319% 24.75% 12.324% 2.4354% 202554.813% 10.116% 13.9 20.220% 3.3 0.351% 0.6 6.59% 2. 202516.54 26.59 9.85 0.20 3. 202563063233% 20256302,3195% 20256301,9712% 20256302807% 186.496.32% 4344 51 202563067.48%2462,073 1. 10.540.111.07% (1)(2) 350%35%35%MPS2019-0372022-00920195312022316 20256302025630143 1. 2. 3. (1) (VaR) (2) (3) (4) (5) (6) (7) 20252025 1.20254292025 2.202537 2025219 3.202572920252025A2025H<> 4.2025530 5.310.71% 13.51B 20256 20255 20257 C3 202567,6401,0815,7921,848 2025 100 ••2 AI2025 20256172024202420241231AH4,610,787,639918,007,818.922024417,276,281.33500,731,537.59AH101.086AH 2024202420258 20252025630AH4,610,787,639AH101.095504,881,246.47 e 20242025e10084 2025 2025495.330%41.7%7.816724%144117.54748.7%++609333,700APPETFETFAPP834 202530% 20252025 70013.3311.22912.63++608 + 2024202520252025 1,00010% 14A14A 14A.53 202410302024202511202712313 2024(1)(2)2024(3)2024(4) 20242025202620274.05.05.0202520262027105.0105.0317.020251.830.89 2024(i)202712310.1%5%14A(ii)202712310.1%14A 202420241030 202410302024202511202712313 20242025202620271.01.01.020252026202791.099.0107.020250.0618.77 2024(i)202712310.1%5%14A(ii)202712310.1%14A 202420241030 2024103020241222024202511202712313 A. (a)(b)(c)(d)(e) 2024202520262027380,000440,000510,000202520262027370,000420,000490,0002025114,43799,040 B. (a)(b)(c)(d)(e)(f)(g)(h)(i)(j)(k)(l)(a)(b)(c)(d)(e)(f)(g)(h)(i)(j) 2024202520262027385.0385.0385.0202520262027152.0152.0152.02025134.3157.41 20245%14A202712310.1%5% 20242024103020241222024 14A.5320242024103020241222024 1. (A) 20256303.63 2. 1. 4 2. 2025630 3. C1 1. 218 2. 20214QUANTUM CAPITAL RESOURCES LIMITEDASEAN TELECOMMUNICATIONS LIMITED8.352021202420256 2023311,402.8720222023 20237122,914.89202320242024 202381,752.4420232024 202312478.11202320242024 20246Sanpower Electronics Trading Company Limited1 2024108,156.542024 202523,525.192024 4.35202020212022202220232023 3. 2025354,463.605 2025464,847.57 202561,820.94 4. MPS2023202420249,4504.76 202542 2 0 2 563 04 , 6 1 0 , 7 8 7 , 6 3 9A3 , 9 0 6 , 6 9 8 , 8 3 9H704,088,800 156,717 1156,717A156,573H144 2H 3 2025630XV23336 1.63.16% 2.Honorich Holdings Limited49.386%0.358%Honorich Holdings LimitedDatten Investments Limited100%DattenInvestments Limited100%100%Datten Investments LimitedHonorich Holdings Limited 3.CSSC INTERNATIONAL HOLDING COMPANY LIMITEDCSSC INTERNATIONAL HOLDING COMPANY LIMITED100%100%CSSC INTERNATIONAL HOLDING COMPANY LIMITED 4.100% 5.CSCEC Capital (HongKong) LimitedChina State Construction Engineering Corporation Limited100%China State Construction Engineering Corporation Limited57.03%CSCEC Capital(HongKong) LimitedChina StateConstruction Engineering Corporation Limited 6.20256304,610,787,6393,906,698,839A704,088,800H 7.XV 2025630336 2025630XVXV78C3352 2 2. 21Y122Y122Y222Y355 1 2 (1). 1. 2. √24304425KS110–––– 1. (1). 1.1 1,282.811,199.80-6.47% 490.6300 1.2 1,322.821,227.13-7.23% 490.6300 1.3 010 (2). (3). 2 2025265,74533% 202561,85745% 20256,616-10,004 1EBITDA 23[++]4EBITDA56 19.6431.501.73 [2024]1869 [2025]29 10001000 5050 光大證券股份有限公司(于中華人民共和國註冊成立的有限公司) 未經審計中期簡要合併財務報表截至2025年6月30日止六個月期間 (中文翻譯僅