Northeast Securities profit jumps, wins new business licenses
Profit up 77% on strong markets Northeast Securities earned 764 million yuan in the first half of 2026, up 77.49% from a year earlier, with revenue up 29.38%. Active trading lifted brokerage, lending and trading income. Higher profit makes the shares more attractive to buyers.
The half-year profit jump is the core new fundamental driver of the stock.
Credit rating raised to AAA Northeast Securities' credit rating was upgraded from AA+ to AAA, the top grade. That lets it borrow money more cheaply and easily. Lower funding costs support lending and trading businesses, which helps profit and the share price.
The rating upgrade directly improves the company's financing conditions and competitiveness.
New carbon trading license Regulators let Northeast Securities' own-account trading desk trade carbon emission rights. This opens a new, government-backed business line and shows regulatory trust. New revenue sources support future earnings and investor confidence.
A brand-new business approval is a fresh, company-specific catalyst.
Asset securitization license granted The Jilin branch of the securities regulator approved Northeast Securities for securities asset management business, limited to asset securitization. This adds a fee-earning service and broadens its investment-banking reach, supporting revenue growth over time.
Another new license expands the company's permitted business lines.