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中資券商股
1,268.419
-18.641
-1.45%
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漲家數:
- -
跌家數:
15
平家數:
3
市盈率:
- -
高:
1,287.770
開:
1,284.900
低:
1,260.296
收:
1,287.060
成交量:
9,423.57萬
成交額:
11.04億
市值:
1.52萬億
流通市值:
3,454.44億
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【券商聚焦】國泰海通證券:預計26Q3生豬行業繼續
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09:17","pubTimestamp":1788743831,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国泰海通证券研究指,2026年8-9月,生猪价格虽有上涨但行业仍旧亏损,同时仔猪进入淡季价格低迷,育肥猪和种猪继续亏损,26Q3该机构预计行业继续亏损利润,大部分公司亏损现金流。淘汰母猪价格在8-9月将会继续走低,淘汰母猪/育肥猪折扣降到5-6折,因此该机构认为行业亏损,尤其是政策推动,生猪养殖行业产能在当前加速淘汰。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990797","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":null,"symbols":["LU0541501648.USD","00288","KCE","LU0274383008.USD","SG9999001051.SGD","BK0183","SGXZ90724238.SGD","BK1603","BK0012","BK0028","01610","161027","LU0287142896.SGD","BK1237","SG9999001069.SGD","02714","601211","LU0541502299.USD","BK1147","SG9999001226.SGD","BK0201","BK0184","SG9999002950.SGD","BK1549","LU0173614495.USD","02611","LU0702159699.USD","BK0188","LU1166156734.SGD","BK1543","BK0276","BK1564","01340","BK1521"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665980723","title":"中信證券:強勁非農抵消沃勒發言,市場靜待 CPI","url":"https://stock-news.laohu8.com/highlight/detail?id=2665980723","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665980723?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 09:03","pubTimestamp":1788743016,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息,中信证券研报称,2026 年 8 月美国新增非农就业人数大幅高于预期,休闲酒店和医疗保健行业贡献明显,地方政府教育岗位人数反弹。私人部门结构上,商品生产部门连续第 6 个月增加就业,或反映了美国数据中心建设的需求。金融和信息技术行业就业人数下降反映了 AI 的冲击。8 月失业率维持在 4.1%,取两位小数为 4.14%,劳动力参与率从 61.4% 回升至 61.6%,45-54 岁参与率的连续下滑仍需观察。8 月强劲非农数据和美联储理事 Waller 偏鸽发言对冲,市场再次定价 9 月加息概率为 60% 左右,接下来重点关注 9 月 11 日发布的 8 月 CPI。 ","market":"sg","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":"https://www.chaincatcher.com/article/2287941","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":null,"symbols":["IBTJ","06030","LU1820825898.SGD","XTEN","BK1147","LU2148510915.USD","TUA","LU2289578879.USD","SGCmain","BK0188","LU1794554557.SGD","LU1781817850.SGD","GDX","GLD","LU1064130708.USD","BUCK","MGCmain","LU1328615791.USD","IAU","LU0405327148.USD","LU1720050803.USD","LU1997245094.SGD","LU1255011170.USD","LU1580142542.USD","LU1997245177.USD","BK0028","600030","NUGT","LU0405327494.USD","GCmain","LU1997244956.HKD","LU1146622755.USD","159934","518880","JUCY","BK0276","AGZD","LU2495084118.USD","BK4585","BK0196","SImain","QSWN","SGUmain","LU2580892862.HKD","BK1521","XBOX","BIV","LU1064131003.USD","DUST","BK1564"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665398944","title":"【券商聚焦】中信建投:行業中報收入穩健增長,AI硬件鏈條景氣度持續","url":"https://stock-news.laohu8.com/highlight/detail?id=2665398944","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665398944?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 08:59","pubTimestamp":1788742743,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信建投证券研报指,2026年行业中报披露完毕,上半年行业营收稳健增长,利润端显著修复,源于龙头公司贡献以及成本端相对固定情况下收入微增带来边际利润增厚。控费与规模效应下盈利能力提升,应收款改善与存货备货力度提升同步进行。细分板块方面互联网金融、云计算、国产化等子板块表现亮眼,泛政府与特种领域相关板块表现承压。AI硬件链条景气度持续,最终体现在模型侧持续迭代与应用落地,继续看好GPU、CPU、存储、高速网络及算力租赁服务等环节。","market":"sg","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":"1990790","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":["06066","601066","BK1564","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665360084","title":"中信證券:AI景氣帶動漲價通脹,電子行業全面向好","url":"https://stock-news.laohu8.com/highlight/detail?id=2665360084","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665360084?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 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後續如何佈局?","url":"https://stock-news.laohu8.com/highlight/detail?id=2665608363","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665608363?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 07:17","pubTimestamp":1788736665,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,招商证券发布研究报告称,本周市场的核心矛盾集中在海外利率再定价与国内产业景气分化。国内二季度A股盈利延续改善,但行业分化明显。招商证券主要观点如下:观策·论市海外利率再定价,后续如何布局?海外方面,美国8月非农显著超预期,失业率维持4.1%,市场关注点由就业转向通胀,美债利率和美元短期仍存在上行压力,全球权益市场或延续震荡;后续拐点取决于通胀数据、9月议息会议及美伊局势。","market":"fut","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/1492517.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":["600999","BK0188","TNmain","06099","BK0028","BK0276","ZBmain","BK1147","BK0010","UBmain","ZFmain","ZNmain","BK1564","ZTmain","BK0012","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665367000","title":"光大證券:玻璃基板產業逐步邁向商業化 PSPI等PID材料需求空間有望打開","url":"https://stock-news.laohu8.com/highlight/detail?id=2665367000","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665367000?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 07:12","pubTimestamp":1788736335,"startTime":"0","endTime":"0","summary":"光大证券主要观点如下:玻璃基板有望成为AI算力芯片先进封装的下一代核心载体,产业正逐步迈向商业化随着算力芯片向大尺寸、高集成方向演进,传统有机封装基板的性能已逐步逼近物理极限。PID材料正成为玻璃基板高密度互连的关键介电材料,PSPI为其中主流品类之一在玻璃基板的重布线环节,介电层需同时兼具精细图形化能力与优良的电学、热学性能。","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/1492513.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","BK0012","601788","BK1564","BK0028","06178","PID","BK0183","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665236285","title":"中信證券港股投資建議:紅利配置需兼顧籌碼韌性與盈利驗證","url":"https://stock-news.laohu8.com/highlight/detail?id=2665236285","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665236285?lang=zh_tw&edition=fundamental","pubTime":"2026-09-06 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16:28","pubTimestamp":1788683280,"startTime":"0","endTime":"0","summary":"但与此同时,内需修复力度依然偏弱,总量层面尚不具备全面普涨的条件。综合来看,在多方因素共同作用下,短期市场大概率维持区间震荡。配置方向上,关注以硬科技为代表的三条景气主线。在市场区间震荡过程中,预计高景气方向仍是配置核心,但我们认为并不仅限于科技领域,除了科技之外,出口链、资源品等板块基本面有望持续改善,未来或许值得重点关注。","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":"https://finance.sina.com.cn/roll/2026-09-06/doc-iniqwsss4136226.shtml","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":"sina","symbols":["BK1147","BK0188","BK0183","BK0276","BK0028","601788","06178","BK0012","BK1564"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665615843","title":"中國銀河策略:外圍擾動與存量博弈加劇 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去年上市募5.28億申萬宏源保薦","url":"https://stock-news.laohu8.com/highlight/detail?id=2665131369","media":"中金财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665131369?lang=zh_tw&edition=fundamental","pubTime":"2026-09-06 11:26","pubTimestamp":1788665163,"startTime":"0","endTime":"0","summary":"中国经济网北京9月6日讯 泽润新能 近日披露2026年半年度报告。 2026年1-6月,公司实现营业收入4.05亿元,同比下降9.83%;归属于上市公司股东的净利润873.81万元,同比下降84.62%;归属于上市公司股东的扣除非经常性损益的净利润419.12万元,同比下降91.75%;经营活动产生的现金流量净额-6,726.23万元,上年同期为-9,582.72万元。 泽润新能本次发行费用合计为6,569.62万元,其中,保荐承销费用为3,655.73万元。","market":"hk","thumbnail":" http://caiji.3g.cnfol.com/colect/202609/06/20260906919734.png","type":0,"news_type":0,"thumbnails":[" 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PPI同比高基数下低增长,营收增速承压,利润增速回落。27Q1高成本影响边际消退,利润增速反弹,向中期中枢回归。9月后,科技震荡调整波段延续。","market":"fut","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/1492447.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":["BK0276","BK1564","000166","BK0028","BK0183","BK1147","BK0188","BK0012","06806"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665368580","title":"中信證券鄒迎光:160億元人民幣H股增資有三大意義","url":"https://stock-news.laohu8.com/highlight/detail?id=2665368580","media":"证券市场周刊","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665368580?lang=zh_tw&edition=fundamental","pubTime":"2026-09-05 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22:27","pubTimestamp":1788532020,"startTime":"0","endTime":"0","summary":"9月4日,中信股份(00267.HK)携旗下中信证券(600030.SH、06030.HK)等上市公司,首次走进上海证券交易所路演大厅,举行2026年中期业绩联合发布会。今年上半年,中信股份实现收入4088亿元,同比增长11%;归属于普通股股东净利润338亿元,同比增长8.1%。其中,金融实业量质齐升,中信证券各主要业务收入均实现双位数增长,中期利润创历史新高。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202609043865723252.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/a/202609043865723252.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["BK0188","LU1720050803.USD","LU1146622755.USD","BK0183","BK1147","600030","BK0196","LU2289578879.USD","LU1781817850.SGD","LU1655091616.SGD","BK1516","LU1328615791.USD","BK0276","LU2148510915.USD","LU1794554557.SGD","LU1580142542.USD","LU1064131003.USD","LU1997245094.SGD","BK0012","LU0405327494.USD","LU1820825898.SGD","LU1997245177.USD","LU2580892789.USD","LU2495084118.USD","BK1564","LU2580892862.HKD","LU1064130708.USD","LU1997244956.HKD","BK1521","BK0028","06030","LU0405327148.USD","LU1255011170.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664545332","title":"中信證券經紀(香港)擬發行3只恒指牛熊證 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暨上市公司閉門交流會成功舉辦","url":"https://stock-news.laohu8.com/highlight/detail?id=2664361513","media":"新浪财经","labels":["conferences"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664361513?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 18:49","pubTimestamp":1788518940,"startTime":"0","endTime":"0","summary":"9月1日至3日,由广发证券主办的“穿越长波”广发证券2026年秋季资本论坛暨上市公司闭门交流会在上海成功举办。广发证券副总经理张威出席主论坛并致辞,他表示,在全球政治经济深刻变革的时代背景下,新一轮人工智能技术革命正加速演进。未来,广发证券将持续强化专业能力建设,着力打造科技投行、产业投行,稳步推进国际化布局。","market":"sg","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":"https://finance.sina.com.cn/stock/enterprise/cn/2026-09-04/doc-iniqskus5994321.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["000776","LU1979443071.USD","BK0188","BK0028","BK0276","BK1564","BK1147","LU1934453819.USD","BK0183","BK0012","SG9999001093.SGD","01776"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664138070","title":"破發股三一重能跌0.54%創新低 上市超募24億中信證券保薦","url":"https://stock-news.laohu8.com/highlight/detail?id=2664138070","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664138070?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 16:46","pubTimestamp":1788511570,"startTime":"0","endTime":"0","summary":"中国经济网北京9月4日讯 三一重能 今日盘中最低价报12.82元,为该股上市以来最低价。截至今日收盘,该股收报12.84元,跌幅0.54%。该股目前处于破发状态。 三一重能于2022年6月22日在上交所科创板上市,发行新股18828.57万股,发行价格为29.80元/股,保荐机构为中信证券,保荐代表人为孙鹏飞、杨成云。 三一重能于2026年6月12日发布分红方案,每10股转增3股,派息(税前)3.7元。","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://sc.stock.cnfol.com/gushijujiao/20260904/32360412.shtml","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":"zhongjincaijing_highlight","symbols":["LU1580142542.USD","BK0012","BK0188","688349","LU1328615791.USD","LU2289578879.USD","BK1521","LU1146622755.USD","IPOS","600030","BK0196","LU2580892789.USD","BK1516","LU2148510915.USD","LU0405327494.USD","06030","LU2580892862.HKD","LU1997245094.SGD","LU1655091616.SGD","LU1064130708.USD","LU0405327148.USD","LU1820825898.SGD","LU1997244956.HKD","LU1781817850.SGD","BK0224","LU2495084118.USD","LU1255011170.USD","BK1564","BK0276","LU1997245177.USD","LU1064131003.USD","BK0183","LU1720050803.USD","LU1794554557.SGD","BK1147","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664380700","title":"破發股康希諾跌6.76% 2020年上市募52億元中信證券保薦","url":"https://stock-news.laohu8.com/highlight/detail?id=2664380700","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664380700?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 16:46","pubTimestamp":1788511569,"startTime":"0","endTime":"0","summary":"中国经济网北京9月4日讯 康希诺 今日收报68.93元,跌幅6.76%。该股目前处于破发状态。 康希诺于2020年8月13日在上交所科创板上市,发行数量为2480万股,发行价格209.71元/股,保荐机构为中信证券,保荐代表人为焦延延、马可;联席主承销商为中金公司,副主承销商为渤海证券。 康希诺首次公开发行股票发行费用为2.21亿元,其中,保荐及承销费用2.05亿元。","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://sc.stock.cnfol.com/gushijujiao/20260904/32360411.shtml","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":"zhongjincaijing_highlight","symbols":["LU1655091616.SGD","LU1997245177.USD","IPOS","LU0405327494.USD","LU1781817850.SGD","BK0196","BK0239","600030","BK1147","688185","BK0188","BK1521","LU1820825898.SGD","LU1720050803.USD","LU2495084118.USD","LU2289578879.USD","BK1516","BK0276","BK0183","LU1064130708.USD","06030","LU2580892862.HKD","BK0028","LU1997245094.SGD","BK0012","LU1255011170.USD","LU1328615791.USD","LU1146622755.USD","LU1997244956.HKD","LU0405327148.USD","LU1794554557.SGD","BK1564","LU2148510915.USD","LU2580892789.USD","LU1064131003.USD","LU1580142542.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664238064","title":"中國銀河證券:創新藥產業鏈高景氣 商業化與對外授權變現打開成長空間","url":"https://stock-news.laohu8.com/highlight/detail?id=2664238064","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664238064?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 15:54","pubTimestamp":1788508491,"startTime":"0","endTime":"0","summary":"上半年行业利润增长显著快于收入,主要系创新药商业化收入及对外授权收入增加,高毛利业务占比大幅提升,同时CXO和科研服务呈高景气度,订单增长驱动前期产能建设和人员储备充分利用,摊薄固定成本并推动利润增长。","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/1492032.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":"highlight_zhitongcaijin","symbols":["BK0188","BK1147","IBBQ","159992","LNGR","BK1564","06881","601881","06978","MEDX","BK1574","161027","BK1161","BK0276"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":17,"pageCount":15,"totalSize":324,"code":"91000000","status":"200"}]}}