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本頁面由Tiger Trade Technology Pte. Ltd.提供服務
中國銀河
7.630
+0.070
0.93%
手動刷新
成交量:
1,181.60萬
成交額:
8,949.54萬
市值:
834.26億
市盈率:
7.41
高:
7.655
開:
7.535
低:
7.425
收:
7.560
52周最高:
11.738
52周最低:
6.906
股本:
109.34億
香港流通股本:
36.91億
量比:
1.12
換手率:
0.32%
股息:
0.40
股息率:
5.18%
每股收益(LYR):
1.030
淨資產收益率:
9.22%
總資產收益率:
1.50%
市淨率:
0.46
市盈率(LYR):
7.41
市銷率:
2.21
資料載入中...
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中国银河证券表示,8月6日,国铁集团发布2026年第二批动车组高级修采购项目招标公告,合计招标标准组421.125组。铁路客流量持续旺盛以及货运稳健增长下,国铁集团今年各类铁路车辆招标维持高位。根据国铁集团十五五规划,2030年全国铁路运营里程要达到18万公里左右,高铁6万公里左右。新造+改造需求下,公司铁路装备业务有望保持稳定经营。轨交+新产业双轮驱动下,看好中国中车中长期保持稳健经营。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1988063","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2929501877.USD","LU2476274308.USD","BK0005","BK0003","BK0276","601766","BK0028","BK1505","BK0183","KCE","BK0012","LU2187417386.USD","BK1147","BK0006","BK1564","01766","BK0000","BK0188","BK0010","06881","601881","BK0196","BK1565","BK0002","LU2351347302.SGD","BK1171","BK0279","LU2778985437.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658922219","title":"中國銀河證券:AI光芯片擴產升級 開啓變革新周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2658922219","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658922219?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 15:35","pubTimestamp":1786520129,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中国银河证券发布研报称,近日,多家核心光芯片公司发布扩产、定增或投资建设新项目公告。中国银河证券主要观点如下:光通信扩产已从规划阶段进入实质性资本支出,光产业景气度持续上行光通信产业链迎来新一轮密集资本开支周期,覆盖上游光芯片、光器件与光纤预制棒、中游光模块等核心环节。伴随高端光芯片技术持续突破,光通信产业链有望开启新一轮量价齐升景气周期。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1478918.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["300308","LU0082770016.SGD","BK0188","LU1934453819.USD","LU0051755006.USD","03308","LU0456827905.SGD","IE00B12V2V27.USD","LU0164939612.USD","LU2289578879.USD","LU1655091616.SGD","HK0000306701.USD","SGXZ49509284.SGD","LU0620787316.HKD","LU0320764599.SGD","LU0871576103.HKD","LU0210526637.USD","LU1794554557.SGD","LU0469268626.HKD","LU1770034418.SGD","LU0348827113.USD","IE00BYQNZ168.SGD","LU2778985437.USD","BK0077","LU1979443071.USD","LU0052750758.USD","LU0540923850.HKD","LU0231483743.USD","HK0000320264.USD","LU0164865239.USD","BK0214","LU2399975544.HKD","BK0132","BK0148","SG9999011746.SGD","BK0276","SGXZ81163826.USD","LU1997245094.SGD","LU1064131003.USD","BK0167","LU0039217434.USD","LU1808992512.USD","LU2495084118.USD","LU1064130708.USD","06881","BK0070","BK0028","LU0082770016.USD","LU1251922891.USD","LU1146622755.USD","LU1023057109.AUD","LU0359202008.SGD","688048","LU0708995583.HKD","LU0572944931.SGD","300502","LU0359201885.HKD","LU2148510915.USD","688498","LU1580142542.USD","HK0000306685.HKD","LU1997245177.USD","LU0359201612.USD","601881","LU0348735423.USD","LU1997244956.HKD","IE0034224299.USD","LU0531971595.HKD","IE0032431581.USD","LU1303224171.USD","HK0000320223.HKD","LU1961090484.USD","LU0417516902.SGD","688313","LU1719994722.HKD","LU0417516738.SGD","LU1720050803.USD","688167","LU2008162690.USD","LU2213484517.USD","LU2177674079.SGD","LU1781817850.SGD","LU0634319403.HKD","LU0561508036.HKD","LU0348825331.USD","CGXYY","LU0327786744.USD","LU1820825898.SGD","LU2580892789.USD","LU2580892862.HKD","LU2476274720.SGD","IE00BYTNYN87.SGD","LU2476274308.USD","LU1255011170.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658494227","title":"中國銀河證券:茅台與五糧液批價上漲 白酒板塊改善信號顯現","url":"https://stock-news.laohu8.com/highlight/detail?id=2658494227","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658494227?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 09:15","pubTimestamp":1786497325,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中国银河证券发布研报称,总体来看,茅台此次价格调整有望带动白酒行业价格短期上行,近期飞天茅台与五粮液批价回升也初步验证,或将带动白酒板块行情修复,之后持续性需进一步观察中秋国庆旺季终端动销情况。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1478786.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1769817096.USD","LU0359201612.USD","LU0823426308.USD","LU1969619763.USD","BK0028","LU1769817179.HKD","LU2399975544.HKD","SG9999002562.SGD","BK0196","HK0000181138.USD","LU0577902371.SGD","LU2177674079.SGD","83189","LU2213484517.USD","LU1934453819.USD","LU0577902298.EUR","LU0405327494.USD","IE00BYV24P56.USD","LU0348814723.USD","LU0501845795.SGD","LU0594300179.USD","06881","03189","LU0359202008.SGD","LU1794554557.SGD","LU1688375341.USD","601881","LU0405327148.USD","LU1781817850.SGD","161027","LU0456827905.SGD","LU0084288322.USD","LU1008478684.HKD","LU1303224171.USD","LU1997244956.HKD","LU1634259391.SGD","BK0215","LU0307460666.USD","LU0516422366.SGD","LU1439103000.SGD","BK0015","LU0456846285.SGD","LU0516423091.SGD","LU1226287792.SGD","LU0651946864.USD","000858","LU0326950275.SGD","600519","LU0577902611.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658012960","title":"中國銀河證券:FDE重構AI應用新範式 軟件行業迎價值重估","url":"https://stock-news.laohu8.com/highlight/detail?id=2658012960","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658012960?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 15:34","pubTimestamp":1786433682,"startTime":"0","endTime":"0","summary":"行业know-how将成为未来AI应用公司的护城河,部分软件公司将迎来价值体系重估,打开估值天花板。该行认为,FDE带来软件行业交付范式革命,提升客户粘性以及客单价,商业模式上从传统软件授权转向ROI、使用效果导向的全生命周期增量价值服务,故行业know-how将成为未来AI应用公司的护城河,部分软件公司将迎来价值体系重估,打开估值天花板。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1478454.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1147","BK0188","161027","601881","AIQ","BK4585","BK4588","QQQG","STK","06881","IGM","BK0276","BK1564"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658665399","title":"中國銀河證券:測試儀器市場快速擴容 國產廠商受益高速光模塊放量","url":"https://stock-news.laohu8.com/highlight/detail?id=2658665399","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658665399?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 10:16","pubTimestamp":1786414570,"startTime":"0","endTime":"0","summary":"国产测试仪器厂商进口替代进程有望加速,将充分受益于高速光模块放量带来的增量市场空间。测试仪器通胀属性明显,市场快速扩容高速率光模块放量驱动测试仪器量价齐升,成为光模块生产测试中最具确定性的通胀环节。受益光通信产业发展,光模块测试仪器市场快速扩容,供需缺口明显,当前国产仪器厂商正加紧布局采样示波器等核心仪器,有望充分受益于国产化新机遇。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1478336.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["161027","BK0276","FOTO","06881","BK0188","BK1147","601881","BK1564"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1105297130","title":"中國銀河(06881)發布董事及專門委員會最新組成名單","url":"https://stock-news.laohu8.com/highlight/detail?id=1105297130","media":"公告速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1105297130?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 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16:37","pubTimestamp":1786351024,"startTime":"0","endTime":"0","summary":"中国银河证券股份有限公司(06881)8月10日公告称,因达到法定退休年龄,屈艳萍已辞去公司执行董事及董事会合规与风险管理委员会委员职务,生效日期为2026年8月10日。\n公告显示,屈艳萍已确认其与董事会不存在任何意见分歧,亦无其他需提请公司股东注意的事项。\n截至本公告日期,公司董事会成员包括: \n1. 执行董事:王晟(董事长)、薛军(副董事长兼总裁); \n2. 非执行董事:杨体军、李慧、黄焱、宋卫刚; \n3. 独立非执行董事:罗卓坚、刘力、麻志明、范小云。\n公司董事会对屈艳萍任职期间对公司治理及业务发展作出的贡献表示感谢。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06881"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658298905","title":"中國銀河:屈彎萍辭去執行董事等職位","url":"https://stock-news.laohu8.com/highlight/detail?id=2658298905","media":"南方财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658298905?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 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14:05","pubTimestamp":1786341940,"startTime":"0","endTime":"0","summary":"盈利端下半年若碳酸锂价格回落,大储厂商通过优化出货区域结构、采用大电芯降本,盈利能力有望逐步修复,户储和工商储出货环增趋势顺价通畅,高盈利有望维持。中国银河证券主要观点如下:全球储能市场进入多元化增长阶段,中长期需求强劲大储功能定位由新能源配套设施逐步向兼具调峰调频、容量支撑、备用保障及电力交易等多重价值的关键灵活性资源转变,在电力系统中的作用进一步深化。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1477880.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0188","BK1147","BK1564","06881","601881","IBAT","161027","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658267485","title":"中國銀河策略:A股市場的三個驗證窗口","url":"https://stock-news.laohu8.com/highlight/detail?id=2658267485","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658267485?lang=zh_tw&edition=fundamental","pubTime":"2026-08-09 15:00","pubTimestamp":1786258811,"startTime":"0","endTime":"0","summary":"本周A股行情:(1)本周(8月3日-8月7日),A股市场震荡上行,主要宽基指数收涨。全A指数上涨5.37%。中证1000涨超8%,科创50、创业板指涨幅也相对靠前。(2)从风格来看,本周小盘风格相对占优;成长风格显著反弹,涨超9%,周期、消费风格也录得上涨,金融、稳定风格收跌。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"east_money_stock","url":"http://finance.eastmoney.com/news/1344,202608093835916746.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/news/1344,202608093835916746.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"east_money_stock","symbols":["BK1147","06881","BK0276","CNXT","BK1564","601881","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658767132","title":"中國銀河證券:下半年新品備貨旺季有望帶動消費電子產業鏈邊際回暖","url":"https://stock-news.laohu8.com/highlight/detail?id=2658767132","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658767132?lang=zh_tw&edition=fundamental","pubTime":"2026-08-09 13:40","pubTimestamp":1786254022,"startTime":"0","endTime":"0","summary":"中国银河证券主要观点如下:2026年7月国内电子行业呈现半导体周期高位盈利修复、板块估值回调,消费电子传统终端深度承压、AI创新终端逆势高增的极致分化格局。在传统终端持续下行的同时,AI智能化升级成为行业核心增长引擎,结构性增量显著。整体来看,消费电子行业已彻底告别规模普涨阶段,进入高端化、智能化、创新化的结构性发展周期,下半年新品备货旺季有望带动产业链边际回暖。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1477667.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["TCHI","AAPD","601881","APLY","BK1564","BK0276","AAPB","159732","AAPW","AAPX","BK0188","06881","AAPY","161027","AAPU","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657693622","title":"中國銀河:2025年歸母淨利125億元創新高 多元化業務戰略佈局持續優化業務佈局持續優化","url":"https://stock-news.laohu8.com/highlight/detail?id=2657693622","media":"中金财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657693622?lang=zh_tw&edition=fundamental","pubTime":"2026-08-08 09:46","pubTimestamp":1786153576,"startTime":"0","endTime":"0","summary":"近日,中国银河发布了2025年年报。报告显示,面对复杂多变的外部环境,作为国有控股头部券商,2025年中国银河坚持市场化、平台化、数字化和全面协同导向,稳步推进“五位一体”业务模式建设,经营业绩创历史新高,业务结构持续优化,财富管理传统优势巩固深化,机构业务爆发式增长,财务健康水平保持稳定,三年战略规划目标圆满达成,行业头部梯队地位进一步巩固。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/shichangjuejin/20260808/32329211.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["601881","BK1147","BK0276","BK1564","BK0188","06881"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1162844056","title":"中國銀河(06881)40億元2025年度第十八期短期融資券如期兑付","url":"https://stock-news.laohu8.com/highlight/detail?id=1162844056","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162844056?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 16:55","pubTimestamp":1786092952,"startTime":"0","endTime":"0","summary":"2026年8月8日,中国银河证券股份有限公司(06881)公告称,公司已于2026年8月6日完成“2025年度第十八期短期融资券”的本息兑付,支付金额合计40.67亿元人民币。\n公告显示,该期短期融资券于2025年8月6日发行,规模40亿元人民币,票面利率1.67%,期限365天,约定兑付日期为2026年8月6日。\n至此,公司已按期支付全部本金及利息4,066,800,000.00元,履行了相关债务义务。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06881"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657661695","title":"中國銀河(06881.HK)完成兑付2025年度第十八期短期融資券","url":"https://stock-news.laohu8.com/highlight/detail?id=2657661695","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657661695?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 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16:15","pubTimestamp":1786090505,"startTime":"0","endTime":"0","summary":"东北电气0.2442.251006.56%71.67%浙江世宝3.93015.44370.48%22.80%中石化油服0.6452.21310.85%-6.08%弘业期货2.2357.51302.68%8.61%复旦张江2.5407.9272.44%-0.39%龙源电力5.49015.96248.27%-10.25%南京熊猫电子股份3.4409.94246.22%10.73%凯盛新能2.4056.93245.11%-1.50%晨鸣纸业0.6701.9240.30%-24.37%安德利果汁22.86064.81239.59%-64.68%. 安德利果汁22.86064.81239.59%-64.68%晨鸣纸业0.6701.9240.30%-24.37%龙蟠科技10.21019.48128.50%-22.72%蓝思科技22.10035.994.57%-21.62%大唐发电2.4756.29204.24%-21.13%金风科技11.55021.8126.06%-18.52%昭衍新药27.50050.89121.67%-18.31%立讯精密63.35056.997.75%-14.58%中国银河7.72012.4192.49%-13.23%中兴通讯24.70034.6968.22%-13.07%. 备注:以上数据由智通机器人根据港交所数据,经过人工智能运算后自动生成,并不保证数据100%准确;偏离值为当前溢价率与该股过去30天平均溢价率的差值。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1477278.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["HPAD.SI","02208","IE00BZ08YR35.GBP","02218","00763","02318","03968","LU1831875114.USD","01349","00553","03143","00042","399300","01033","01108","03200","82318","PNGAY","02768","01057","03678","03145","02465","06613","06745","03308","00991","02359","PAImain","LU0029875118.USD","601318","01812","02338","06127","00300","00916","00956","02475","06881","03750","03986","01688","01276","BK1240","EWH","00568","06655","159982","00598"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657166223","title":"【券商聚焦】中國銀河:粗紗市場疲弱價格承壓 電子紗漲價態勢強勁","url":"https://stock-news.laohu8.com/highlight/detail?id=2657166223","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657166223?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 08:32","pubTimestamp":1786062756,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中国银河证券表示,粗纱市场疲弱价格承压,电子纱涨价态势强劲。粗纱方面,7月供应量增加有限,库存小幅上涨,但整体可控;刚需释放一般,风电订单释放不及预期,热固出货减少,热塑稳定出货。在供需偏弱情况下,7月粗纱企业报价较前期回落。后续来看,短期市场偏淡,场内观望情绪加重,预计8月粗纱价格大概率稳中偏弱运行。电子纱方面,7月初电子纱/布价格继续提涨,且涨幅明显,电子纱供应增量有限,下游CCL厂当月订单仍较满,中高端产品需求保持一定增量,电子纱/布市场整体延续供不应求状态。后续来看,目前企业处于零库存状态,叠加各家企业产能布局规划,预计短期供应持续紧俏,涨价趋势有望延续。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987674","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0188","BK1147","KCE","BK1564","06881","601881","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657662289","title":"【券商聚焦】中國銀河:8月仍處於水泥傳統淡季階段 預計需求繼續疲軟","url":"https://stock-news.laohu8.com/highlight/detail?id=2657662289","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657662289?lang=zh_tw&edition=fundamental","pubTime":"2026-08-07 08:32","pubTimestamp":1786062753,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中国银河证券表示,水泥淡季需求疲弱,供给压力凸显,价格低位延续走弱。7月水泥市场需求季节性低迷,全国范围内熟料线停窑率不及6月,行业供应压力明显,库存持续攀升,全国水泥均价整体呈下降态势,价格处于历史底部。后续来看,8月仍处于传统淡季阶段,预计需求继续疲软,供给及库存压力较大,水泥价格继续下降;随着“金九银十”来临,需求有望季节性好转,但对价格支撑效果可能有限,预计价格改善幅度不明显。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987673","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1147","BK0276","BK1564","KCE","601881","BK0188","06881"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657688147","title":"中國銀河證券:電子布漲價態勢強勁 聚焦中報績優龍頭","url":"https://stock-news.laohu8.com/highlight/detail?id=2657688147","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657688147?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 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