HTSC Reports 54.9% Surge in H1 2026 Net Profit, Announces RMB0.18 Interim Dividend

Bulletin Express09-28 16:48

HTSC (Huatai Securities) released its unaudited interim results for the six months ended 30 June 2026, highlighting a robust performance across all core segments.

Overall Financials • Total revenue, gains and other income climbed 49.23% year-on-year to RMB31.31 billion, driven by stronger fee, commission and investment gains. • Net profit attributable to shareholders reached RMB11.69 billion, up 54.87% from the prior-year period. • Basic earnings per share increased to RMB1.25, compared with RMB0.80 a year earlier. • The board declared a cash dividend of RMB0.18 per share (tax inclusive), representing 13.90% of interim attributable profit; payment will be funded from internal resources.

Segment Performance • Wealth Management generated RMB15.63 billion in revenue, contributing 49.94% of the total. • Institutional Services delivered RMB7.18 billion, accounting for 22.92%. • Investment Management produced RMB2.16 billion, 6.91% of the total. • International Business revenue nearly doubled to RMB6.57 billion, making up 20.98% of the top line.

Balance Sheet and Capital • Total assets rose 25.46% since year-end 2025 to RMB1.35 trillion; total liabilities grew 30.45% to RMB1.14 trillion. • Net capital at the parent-company level stood at RMB99.80 billion, with a risk coverage ratio of 262.55% and a capital leverage ratio of 11.27%, all comfortably above regulatory thresholds. • Debt-to-assets ratio (excluding client payables) increased to 78.73% from 75.25% at year-end.

Business Highlights • Fee and commission income jumped 58.04% to RMB12.69 billion, buoyed by securities brokerage and advisory services. • Interest income advanced 29.59% to RMB8.32 billion, supported by margin financing growth. • Net investment gains rose 84.32% to RMB12.22 billion, reflecting stronger disposal gains and derivative results. • Huatai United Securities led 21 equity underwriting deals, raising RMB53.26 billion, while Huatai Asset Management’s assets under management reached RMB741.22 billion. • Huatai International posted HK$7.30 billion in revenue, underscoring continued overseas expansion; its Japanese and Singapore subsidiaries progressed with new licenses and market entries.

Capital Market Activity • During H1 2026 the Group issued multiple onshore bonds totaling RMB155.3 billion and HK-listed a HK$10 billion zero-coupon convertible bond due 2027, fully guaranteed by the Company. • Outstanding on-balance corporate bonds stood at RMB188.48 billion; perpetual subordinated bonds totaled RMB37.30 billion.

Compliance and Risk • CSRC and other regulators issued no fines; operational risk events remained immaterial. • Liquidity coverage and net stable funding ratios were maintained above 100% throughout the period.

Outlook Management stated that HTSC will continue to prioritise technology-enabled wealth and institutional services, accelerate AI adoption, and further its international footprint while maintaining prudent risk controls.

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