000686 东北证券
已收盘 12-05 15:00:00
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健民集团:东北证券、海通证券等多家机构于11月27日调研我司
证券之星 · 12-03 10:32
健民集团:东北证券、海通证券等多家机构于11月27日调研我司
12月1日东北证券现1笔大宗交易 机构净卖出9844万元
证券之星 · 12-01
12月1日东北证券现1笔大宗交易 机构净卖出9844万元
海欣食品:东北证券投资者于11月27日调研我司
证券之星 · 11-27
海欣食品:东北证券投资者于11月27日调研我司
东北证券(000686)公司公告披露召开2025年第三次临时股东大会,11月26日股价下跌0.66%
证券之星 · 11-26
东北证券(000686)公司公告披露召开2025年第三次临时股东大会,11月26日股价下跌0.66%
东北证券(000686.SZ)申请开展账户管理功能优化试点业务获中国证监会监管意见书
智通财经 · 11-26
东北证券(000686.SZ)申请开展账户管理功能优化试点业务获中国证监会监管意见书
东北证券:AI应用进入发展新纪元 行业有望迎来重估
智通财经 · 11-26
东北证券:AI应用进入发展新纪元 行业有望迎来重估
东北证券:截至2025年11月20日股东总人数为100,528人
证券之星 · 11-25
东北证券:截至2025年11月20日股东总人数为100,528人
东北证券:维持首程控股(00697)“买入”评级 机器人全链打造宇树科技等最优投资组合
智通财经 · 11-24
东北证券:维持首程控股(00697)“买入”评级 机器人全链打造宇树科技等最优投资组合
东北证券:股东吉林信托新增质押公司股份8280万股,占总股本比例3.54%
北京商报 · 11-20
东北证券:股东吉林信托新增质押公司股份8280万股,占总股本比例3.54%
东北证券跌8.05% 垫底证券板块
中金财经 · 11-20
东北证券跌8.05% 垫底证券板块
硅宝科技:华夏基金、东北证券等多家机构于11月19日调研我司
证券之星 · 11-19
硅宝科技:华夏基金、东北证券等多家机构于11月19日调研我司
盈建科跌5.1% 2021年上市即巅峰东北证券保荐
中金财经 · 11-19
盈建科跌5.1% 2021年上市即巅峰东北证券保荐
东北证券:首予粤港湾控股(01396)“买入”评级 转型“数字生态运营商”
智通财经 · 11-18
东北证券:首予粤港湾控股(01396)“买入”评级 转型“数字生态运营商”
东北证券:高值耗材板块估值有望重塑 行业投资从“β反弹”转向“α掘金”
智通财经 · 11-18
东北证券:高值耗材板块估值有望重塑 行业投资从“β反弹”转向“α掘金”
【机构调研记录】建信基金调研东北证券、国投资本
证券之星 · 11-17
【机构调研记录】建信基金调研东北证券、国投资本
东北证券:“介质迭代+架构革新”双浪潮 MED或成“温冷”数据最优解
智通财经 · 11-14
东北证券:“介质迭代+架构革新”双浪潮 MED或成“温冷”数据最优解
东北证券(000686)披露2023年公司债券(第一期)2025年付息公告,11月13日股价上涨0.5%
证券之星 · 11-13
东北证券(000686)披露2023年公司债券(第一期)2025年付息公告,11月13日股价上涨0.5%
东北证券:受益于冰箱新能耗标准 VIP板需求有望大幅提升
智通财经 · 11-13
东北证券:受益于冰箱新能耗标准 VIP板需求有望大幅提升
东北证券(000686)披露召开2025年第三次临时股东大会通知,11月12日股价下跌2.35%
证券之星 · 11-12
东北证券(000686)披露召开2025年第三次临时股东大会通知,11月12日股价下跌2.35%
初灵信息:11月11日组织现场参观活动,横华国际证券、东北证券等多家机构参与
证券之星 · 11-12
初灵信息:11月11日组织现场参观活动,横华国际证券、东北证券等多家机构参与
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公司概况
公司名称:
东北证券股份有限公司
所属行业:
资本市场服务
上市日期:
1997-02-27
主营业务:
东北证券股份有限公司的主营业务是财富管理业务、投资银行业务、投资与销售交易业务和资产管理业务等。公司的主要产品是财富管理业务、投资银行业务、投资与销售交易业务和资产管理业务。
发行价格:
6.38
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15:00:00","open":8.95,"high":9.36,"low":8.93,"amount":801000000,"amplitude":0.048,"askPrice":9.24,"askSize":2388,"bidPrice":9.23,"bidSize":3895,"shortable":0,"etf":0,"ttmEps":0.6267,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1765157400000},"marketStatusCode":5,"adr":0,"adjPreClose":8.95,"symbolType":"stock","openAndCloseTimeList":[[1764898200000,1764905400000],[1764910800000,1764918000000]],"highLimit":9.85,"lowLimit":8.06,"ibTradeSell":false,"ibTradeBuySell":true,"totalEquity":2340452915,"isCdr":false,"pbRate":1.05,"roa":"--","peRate":14.72794,"roe":"5.47%","epsLYR":0.37,"committee":0.059701,"marketValue":21602000000,"turnoverRate":0.0373,"status":0,"floatMarketCap":21602000000},"requestUrl":"/m/hq/s/000686","defaultTab":"news","newsList":[{"id":"2588096874","title":"健民集团:东北证券、海通证券等多家机构于11月27日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2588096874","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588096874?lang=zh_cn&edition=full","pubTime":"2025-12-03 10:32","pubTimestamp":1764729123,"startTime":"0","endTime":"0","summary":"证券之星消息,2025年12月2日健民集团发布公告称东北证券、海通证券、交银施罗德、银河基金、西部利得基金、嘉实基金于2025年11月27日调研我司。目前该产品发展状况良好,呈持续增长状态。答:七蕊胃舒胶囊和小儿紫贝宣肺糖浆为公司先后获批上市的中药1.1类创新药产品。健民集团主营业务:药品的研发、制造、批发与零售业务。融资融券数据显示该股近3个月融资净流出2230.97万,融资余额减少;融券净流出15.82万,融券余额减少。","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":"https://stock.stockstar.com/RB2025120300009161.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":"stockstar","symbols":["BK0183","06837","BK1564","BK0070","BK0188","BK0209","BK1147","BK0028","BK0012","600976","BK0250","BK0276","000686","600837"],"gpt_icon":0},{"id":"2588725830","title":"12月1日东北证券现1笔大宗交易 机构净卖出9844万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2588725830","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588725830?lang=zh_cn&edition=full","pubTime":"2025-12-01 17:42","pubTimestamp":1764582148,"startTime":"0","endTime":"0","summary":"证券之星消息,12月1日东北证券发生大宗交易,交易数据如下:大宗交易成交价格9.2元,相对当日收盘价折价0.11%,成交1070万股,成交金额9844万元,买方营业部为中信证券股份有限公司北京首体南路证券营业部,卖方营业部为机构专用。近三个月该股共发生4笔大宗交易,合计成交19.4万手,折价成交1笔。截至2025年12月1日收盘,东北证券报收于9.21元,上涨0.11%,换手率1.84%,成交量42.97万手,成交额3.94亿元。该股最近90天内无机构评级。","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":"https://stock.stockstar.com/RB2025120100022419.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":"stockstar","symbols":["BK0188","BK0276","BK0028","BK0183","000686"],"gpt_icon":0},{"id":"2586244198","title":"海欣食品:东北证券投资者于11月27日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2586244198","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586244198?lang=zh_cn&edition=full","pubTime":"2025-11-27 19:01","pubTimestamp":1764241317,"startTime":"0","endTime":"0","summary":"证券之星消息,2025年11月27日海欣食品发布公告称东北证券吴兆峰于2025年11月27日调研我司。海欣食品2025年三季报显示,前三季度公司主营收入9.7亿元,同比下降15.05%;归母净利润-2818.58万元,同比下降17.94%;扣非净利润-3526.98万元,同比下降29.06%;其中2025年第三季度,公司单季度主营收入3.63亿元,同比下降14.82%;单季度归母净利润-788.17万元,同比上升29.21%;单季度扣非净利润-917.45万元,同比上升9.38%;负债率45.35%,投资收益84.04万元,财务费用1082.28万元,毛利率19.72%。","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":"https://stock.stockstar.com/RB2025112700030004.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":"stockstar","symbols":["BK0183","BK0188","BK0077","002702","000686","BK0028","BK0276","BK0238"],"gpt_icon":0},{"id":"2586500162","title":"东北证券(000686)公司公告披露召开2025年第三次临时股东大会,11月26日股价下跌0.66%","url":"https://stock-news.laohu8.com/highlight/detail?id=2586500162","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586500162?lang=zh_cn&edition=full","pubTime":"2025-11-26 22:03","pubTimestamp":1764165791,"startTime":"0","endTime":"0","summary":"截至2025年11月26日收盘,东北证券报收于9.03元,较前一交易日下跌0.66%,最新总市值为211.34亿元。该股当日开盘9.09元,最高9.13元,最低9.0元,成交额达4.27亿元,换手率为2.02%。近日,东北证券发布关于召开2025年第三次临时股东大会的提示性公告。公告称,公司将于2025年11月28日召开2025年第三次临时股东大会,会议由董事会召集,现场会议地点为吉林省长春市生态大街6666号公司1118会议室。股权登记日为2025年11月21日。公司对中小投资者表决将单独计票。","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":"https://stock.stockstar.com/RB2025112600038433.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":"stockstar","symbols":["BK0188","BK0183","000686","BK0028","BK0276"],"gpt_icon":0},{"id":"2586255882","title":"东北证券(000686.SZ)申请开展账户管理功能优化试点业务获中国证监会监管意见书","url":"https://stock-news.laohu8.com/highlight/detail?id=2586255882","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586255882?lang=zh_cn&edition=full","pubTime":"2025-11-26 18:32","pubTimestamp":1764153141,"startTime":"0","endTime":"0","summary":"智通财经APP讯,东北证券(000686.SZ)公告,公司收到中国证券监督管理委员会证券基金机构监管司《关于东北证券股份有限公司申请开展账户管理功能优化试点业务的监管意见书》。根据监管意见书,中国证监会机构司对公司申请开展账户管理功能优化试点业务相关事项无异议。","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/1373986.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":["BK0183","BK0188","000686","BK0276","BK0028"],"gpt_icon":0},{"id":"2586239004","title":"东北证券:AI应用进入发展新纪元 行业有望迎来重估","url":"https://stock-news.laohu8.com/highlight/detail?id=2586239004","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586239004?lang=zh_cn&edition=full","pubTime":"2025-11-26 15:41","pubTimestamp":1764142864,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,东北证券发布研报称,2025年11月,谷歌发布新的大模型Gemini 3 Pro和图像处理模型Nano Banana,同期阿里巴巴-W发布千问APP和灵光AI。从计算机板块整体Q3业绩表现来看,该行认为基本面已经发生变化,其中云基建、AI、信创板块更为突出,2026年计算机AI商业化落地叠加基本面修复预期和国产大模型迅速突破,该行认为行业有望迎来重估。该行认为,此次模型能力的跃迁,对于AI应用及AI agent的发展是里程碑事件。","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/1373830.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":["LU0261947096.USD","LU0197773673.USD","LU1251922891.USD","LU0214875030.USD","LU0456827905.SGD","LU0543330566.HKD","LU0640798160.USD","LU1688375341.USD","LU2293587155.HKD","LU0463099449.HKD","SG9999002562.SGD","LU0181495838.USD","LU1719994722.HKD","LU0251144936.SGD","LU0211977185.USD","LU0608807946.USD","LU0886674414.USD","ALBmain","LU1769817179.HKD","LU1769817096.USD","IE00BPRC5H50.USD","LU0348735423.USD","89988","LU0831103253.SGD","LU0762541174.USD","LU0173614495.USD","LU0455707207.USD","IE00BZ08YS42.EUR","LU2039709279.SGD","000686","LU0061477393.USD","LU0607220059.USD","LU0593848301.USD","SG9999001093.SGD","IE00B0JY6N72.USD","LU0329678337.USD","LU0348784397.USD","HBBD.SI","IE00BZ08YT58.USD","LU0128522744.USD","LU0163747925.USD","LU0096374516.USD","IE00BZ08YR35.GBP","IE0032431581.USD","LU0197773160.USD","LU0862451753.SGD","LU1282651048.USD","LU0868486357.SGD"],"gpt_icon":1},{"id":"2586423801","title":"东北证券:截至2025年11月20日股东总人数为100,528人","url":"https://stock-news.laohu8.com/highlight/detail?id=2586423801","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586423801?lang=zh_cn&edition=full","pubTime":"2025-11-25 16:48","pubTimestamp":1764060487,"startTime":"0","endTime":"0","summary":"证券之星消息,东北证券(000686)11月25日在投资者关系平台上答复投资者关心的问题。投资者提问:请问公司11月20日股东人数多少?东北证券回复:尊敬的投资者您好!公司每月1日、11日、21日(如遇节假日,时间顺延)定期通过深交所互动易平台“公司声音”模块披露公司股东人数情况,请您关注。截至2025年11月20日,公司股东总人数为100,528人。感谢您对公司的关注,祝您投资愉快!以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","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":"https://stock.stockstar.com/RB2025112500023562.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":"stockstar","symbols":["BK0028","BK0183","BK0276","BK0188","000686"],"gpt_icon":0},{"id":"2585392074","title":"东北证券:维持首程控股(00697)“买入”评级 机器人全链打造宇树科技等最优投资组合","url":"https://stock-news.laohu8.com/highlight/detail?id=2585392074","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2585392074?lang=zh_cn&edition=full","pubTime":"2025-11-24 09:14","pubTimestamp":1763946883,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,东北证券发布研报称,维持首程控股“买入”评级,前三季度业绩表现强劲,营收与净利润分别同比增长30%和22%。此前在年初成立的北京首程机器人科技产业有限公司,已开展机器人销售代理、租赁服务、行业咨询及供应链管理等多类业务。这些被投REITs覆盖科技创新产业园、数据中心、消费基础设施及清洁能源等多个重要资产类别。盈利预测与估值公司机器人体验店等新商业模式持续孵化,REITs为核心的资产全周期管理能力不断夯实。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1372532.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":["00697","000686"],"gpt_icon":0},{"id":"2584137968","title":"东北证券:股东吉林信托新增质押公司股份8280万股,占总股本比例3.54%","url":"https://stock-news.laohu8.com/highlight/detail?id=2584137968","media":"北京商报","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2584137968?lang=zh_cn&edition=full","pubTime":"2025-11-20 21:53","pubTimestamp":1763646780,"startTime":"0","endTime":"0","summary":"北京商报讯(记者李海媛)11月20日,东北证券公告称,接到持有公司5%以上股份的股东吉林省信托有限责任公司(以下简称“吉林信托”)函告,获悉其已于2025年11月19日将所持公司8280万股股份办理质押,占其所持股份比例29.99%,占东北证券总股本比例3.54%,质押用途为融资。(文章来源:北京商报)\n\n\n海量资讯、精准解读,尽在新浪财经APP","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2025-11-20/doc-infyafyu2047729.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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东北证券(000686.SZ)今日股价下跌,截至收盘报9.59元,跌幅8.05%。今日,证券板块跌0.42%,东北证券为该板块跌幅最大的上市公司。","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/20251120/31812385.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["161027","BK0188","BK0276","BK0028","000686","BK0183"],"gpt_icon":0},{"id":"2584894545","title":"硅宝科技:华夏基金、东北证券等多家机构于11月19日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2584894545","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2584894545?lang=zh_cn&edition=full","pubTime":"2025-11-19 20:02","pubTimestamp":1763553761,"startTime":"0","endTime":"0","summary":"证券之星消息,2025年11月19日硅宝科技发布公告称华夏基金、东北证券、国金证券于2025年11月19日调研我司。公司将密切关注原材料市场走势,动态调整经营策略,维护公司稳健的经营态势和盈利能力。硅宝科技主营业务:高端有机硅密封胶等新材料的研发、生产及销售。该股最近90天内共有4家机构给出评级,买入评级4家。","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":"https://stock.stockstar.com/RB2025111900035156.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":"stockstar","symbols":["BK0276","BK0183","BK0229","BK0070","300019","BK0180","BK0028","BK0077","BK0004","BK0188","000686"],"gpt_icon":0},{"id":"2584291193","title":"盈建科跌5.1% 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盈建科2022年5月18日披露的公告显示,公司2021年年度权益分派方案为:以公司现有总股本56,505,000股为基数,向全体股东每10股派8元人民币现金,同时,以资本公积金向全体股东每10股转增4股。","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/20251119/31809075.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":["BK0276","BK0188","000686","300935","BK0183","BK0231","BK0028"],"gpt_icon":0},{"id":"2584982729","title":"东北证券:首予粤港湾控股(01396)“买入”评级 转型“数字生态运营商”","url":"https://stock-news.laohu8.com/highlight/detail?id=2584982729","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2584982729?lang=zh_cn&edition=full","pubTime":"2025-11-18 16:22","pubTimestamp":1763454121,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,东北证券发布研报称,首予粤港湾控股“买入”评级,其通过收购成功切入AI智算赛道,实现从传统地产商向“数字生态运营商”的战略升级。完成重大资产收购,战略性切入AI与绿能智算赛道10月23日,粤港湾控股发布公告称已完成对Wisdom Knight Holdings Limited的收购,总价为9.77亿港元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1370490.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":["01396","000686"],"gpt_icon":0},{"id":"2584604354","title":"东北证券:高值耗材板块估值有望重塑 行业投资从“β反弹”转向“α掘金”","url":"https://stock-news.laohu8.com/highlight/detail?id=2584604354","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2584604354?lang=zh_cn&edition=full","pubTime":"2025-11-18 10:13","pubTimestamp":1763431994,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,东北证券发布研报称,2025年在带量采购、医保控费、医保通用名与医疗服务价格改革等多重政策影响下,高值耗材行业正经历深刻的价值重构。高耗行业在2025年“后集采时代”将迎来价值重构的关键窗口。行业从“估值压缩”走向“分化修复”,投资逻辑正从“β反弹”转向“α掘金”。叠加医保通用名改革与医疗服务价格动态调整,推动行业从“价格博弈”走向“价值回归”,具备真实临床差异化的创新产品有望获得合理溢价。","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/1370353.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","BK0276","BK0028","000686","BK0183"],"gpt_icon":0},{"id":"2584910616","title":"【机构调研记录】建信基金调研东北证券、国投资本","url":"https://stock-news.laohu8.com/highlight/detail?id=2584910616","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2584910616?lang=zh_cn&edition=full","pubTime":"2025-11-17 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