应交易所要求,美/港股行情延时15分钟展示,下载APP即可免费查看实时行情。
关闭
00227 第一上海
休市中 12-05 16:09:06
0.275
+0.010
+3.77%
最高
0.275
最低
0.260
成交量
167.20万
今开
0.260
昨收
0.265
日振幅
5.66%
总市值
6.03亿
流通市值
6.02亿
总股本
21.91亿
成交额
44.68万
换手率
0.08%
流通股本
21.91亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
【券商聚焦】第一上海维持理想汽车(02015)买入评级 指产品换代周期后26年销量将恢复增长
金吾财讯 · 12-04 14:02
【券商聚焦】第一上海维持理想汽车(02015)买入评级 指产品换代周期后26年销量将恢复增长
【券商聚焦】第一上海维持快手(01024)“买入”评级 指可灵AI商业化提速 广告需求端应用空间广阔
金吾财讯 · 12-04 10:28
【券商聚焦】第一上海维持快手(01024)“买入”评级 指可灵AI商业化提速 广告需求端应用空间广阔
千百度(01028)股东将股票存入第一上海证券公司 存仓市值3.17亿港元
智通财经 · 11-27
千百度(01028)股东将股票存入第一上海证券公司 存仓市值3.17亿港元
第一上海:维持金沙中国(01928)“买入”评级 全新推广策略开始见效
智通财经 · 11-26
第一上海:维持金沙中国(01928)“买入”评级 全新推广策略开始见效
第一上海:维持银河娱乐(00027)“买入”评级 Q3业绩符合预期
智通财经网 · 11-24
第一上海:维持银河娱乐(00027)“买入”评级 Q3业绩符合预期
第一上海盘中异动 快速下跌5.26%报0.270港元
市场透视 · 11-21
第一上海盘中异动 快速下跌5.26%报0.270港元
【券商聚焦】第一上海维持腾讯(00700)“买入”评级 指其核心业务利润率持续改善
金吾财讯 · 11-20
【券商聚焦】第一上海维持腾讯(00700)“买入”评级 指其核心业务利润率持续改善
【券商聚焦】第一上海维持比亚迪电子(00285)买入评级 料明年消费电子结构件、数据中心等业务是增长来源
金吾财讯 · 11-20
【券商聚焦】第一上海维持比亚迪电子(00285)买入评级 料明年消费电子结构件、数据中心等业务是增长来源
第一上海证券:腾讯控股AI提效加速渗透 生态扩张驱动Q3稳健增长
第一上海 · 11-19
第一上海证券:腾讯控股AI提效加速渗透 生态扩张驱动Q3稳健增长
第一上海:维持贝壳-W(02423)“买入”评级 目标价60港元
智通财经 · 11-13
第一上海:维持贝壳-W(02423)“买入”评级 目标价60港元
【券商聚焦】第一上海维持贝壳(02423/BEKE)买入评级 指降本增效带来的效率优化逐步显现
金吾财讯 · 11-13
【券商聚焦】第一上海维持贝壳(02423/BEKE)买入评级 指降本增效带来的效率优化逐步显现
第一上海:予中国财险(02328)“买入”评级 目标价23.3港元
智通财经网 · 11-12
第一上海:予中国财险(02328)“买入”评级 目标价23.3港元
【券商聚焦】第一上海维持香港交易所(00388)买入评级 指当前的估值水平具备坚实的基本面支撑
金吾财讯 · 11-11
【券商聚焦】第一上海维持香港交易所(00388)买入评级 指当前的估值水平具备坚实的基本面支撑
第一上海:AI赋能腾讯控股长期成长逻辑
第一上海 · 11-11
第一上海:AI赋能腾讯控股长期成长逻辑
【券商聚焦】第一上海首予广发证券(01776)“买入”评级 指投行风险出清爬坡 投资收益大幅增长
金吾财讯 · 11-11
【券商聚焦】第一上海首予广发证券(01776)“买入”评级 指投行风险出清爬坡 投资收益大幅增长
【券商聚焦】第一上海予中国石油股份(00857)买入评级 指近半年油价企稳 业绩环比改善
金吾财讯 · 11-11
【券商聚焦】第一上海予中国石油股份(00857)买入评级 指近半年油价企稳 业绩环比改善
第一上海盘中异动 下午盘股价大跌5.17%
市场透视 · 11-10
第一上海盘中异动 下午盘股价大跌5.17%
第一上海盘中异动 下午盘股价大跌5.00%报0.285港元
市场透视 · 11-07
第一上海盘中异动 下午盘股价大跌5.00%报0.285港元
第一上海:予中国海洋石油(00883)“买入”评级 目标价25.98港元
智通财经 · 11-07
第一上海:予中国海洋石油(00883)“买入”评级 目标价25.98港元
【券商聚焦】第一上海维持中国神华(01088)买入评级 指其业绩整体符合预期
金吾财讯 · 11-05
【券商聚焦】第一上海维持中国神华(01088)买入评级 指其业绩整体符合预期
加载更多
公司概况
公司名称:
第一上海
所属市场:
SEHK
上市日期:
--
主营业务:
第一上海投资有限公司是一家主要从事金融服务以及房地产开发和投资的投资控股公司。该公司通过五个分部经营业务。金融服务分部包括证券投资、证券经纪、孖展融资、企业融资、承销和配售以及资产管理。物业开发分部从事住宅、服务式公寓、商业办公室、工业办公室、酒店和休闲渡假村物业的开发。物业投资及酒店分部包括酒店营运和管理。医疗及保健分部从事一般及专科医疗咨询、医学影像、内窥镜检查及日间手术、身体检查和医疗美容服务。直接投资部分涉及对制药和保健、电信和物流行业的投资。
发行价格:
--
{"stockData":{"symbol":"00227","market":"HK","secType":"STK","nameCN":"第一上海","latestPrice":0.275,"timestamp":1764922146157,"preClose":0.265,"halted":0,"volume":1672000,"delay":0,"floatShares":2190679905,"shares":2191000000,"eps":0.035593,"marketStatus":"休市中","change":0.01,"latestTime":"12-05 16:09:06","open":0.26,"high":0.275,"low":0.26,"amount":446840,"amplitude":0.056604,"askPrice":0.275,"askSize":24000,"bidPrice":0.27,"bidSize":32000,"shortable":0,"etf":0,"ttmEps":0.006873,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1765157400000},"marketStatusCode":7,"adr":0,"listingDate":83430000000,"exchange":"SEHK","adjPreClose":0.265,"openAndCloseTimeList":[[1764898200000,1764907200000],[1764910800000,1764921600000]],"volumeRatio":5,"lotSize":8000,"spreadScale":0,"tradeCurrency":"HKD"},"requestUrl":"/m/hq/s/00227","defaultTab":"news","newsList":[{"id":"2588000362","title":"【券商聚焦】第一上海维持理想汽车(02015)买入评级 指产品换代周期后26年销量将恢复增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2588000362","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588000362?lang=zh_cn&edition=full","pubTime":"2025-12-04 14:02","pubTimestamp":1764828163,"startTime":"0","endTime":"0","summary":"金吾财讯 | 第一上海研报指出,理想汽车 2025年Q3车辆销售收入为人民币259亿元,较2024年Q3的人民币413亿元减少37.4%,较2025年Q2的人民币289亿元减少10.4%。2025年Q3的车辆毛利率为15.5%,2024年Q3为20.9%,2025年Q2为19.4%。剔除理想MEGA召回预估成本的影响,2025年Q3的车辆毛利率为19.8%。该机构指出,理想汽车纯电车型展现出强劲势头,理想i8和理想i6的订单总数已超过10万。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1970902","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":["LI","00227","02015"],"gpt_icon":1},{"id":"2588071182","title":"【券商聚焦】第一上海维持快手(01024)“买入”评级 指可灵AI商业化提速 广告需求端应用空间广阔","url":"https://stock-news.laohu8.com/highlight/detail?id=2588071182","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588071182?lang=zh_cn&edition=full","pubTime":"2025-12-04 10:28","pubTimestamp":1764815304,"startTime":"0","endTime":"0","summary":"金吾财讯 | 第一上海研报指出,快手 Q3实现收入355.54亿元,主要由线上营销收入和电商收入增长贡献。第三季度,快手DAU达4.2亿,MAU为7.3亿,双关用户日均私信渗透率同比提升超3%,用户粘性强。电商板块成为核心增长引擎,25Q3电商GMV同比增长15.2%至3850亿元,AI技术全面赋能业务升级,OneRec等大模型持续广告、电商业务赋能;可灵AI商业化提速,在广告需求端应用空间广阔,成为全新增长曲线。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1970879","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":["KSTmain","00227","01024"],"gpt_icon":1},{"id":"2586994102","title":"千百度(01028)股东将股票存入第一上海证券公司 存仓市值3.17亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2586994102","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586994102?lang=zh_cn&edition=full","pubTime":"2025-11-27 08:15","pubTimestamp":1764202541,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,香港联交所最新资料显示,11月26日,千百度(01028)股东将股票存入第一上海证券公司,存仓市值3.17亿港元,占比19.05%。千百度公布,于2025年10月29日,该公司与9名认购方订立九9份认购协议,拟向认购方发行合共4.154亿股认购股份,认购价为每股0.205港元,较股份于最后交易日在联交所所报的收市价每股0.246港元折让约16.67%,认购股份的总认购价为8515.7万港元;及4.745亿份认股权证,发行价为0.036港元,每份认股权证赋予权利,可按每股0.28港元的行使价认购1股认股权证股份。","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/1374220.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01028","BK1147","159848","00227","BK1168","399975"],"gpt_icon":0},{"id":"2586233397","title":"第一上海:维持金沙中国(01928)“买入”评级 全新推广策略开始见效","url":"https://stock-news.laohu8.com/highlight/detail?id=2586233397","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586233397?lang=zh_cn&edition=full","pubTime":"2025-11-26 13:57","pubTimestamp":1764136660,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,第一上海发布研报称,维持金沙中国“买入”评级,目标价25.11港元,25年第三季度业绩良好。随着伦敦人第二期的投入及新的推广活动政策的执行,该行相信集团的收入和利润将能继续提升。经调整EBITDA同比增长2.7%,环比增长6.2%到6.0亿美元。EBITDA率同比减少1.4个百分点,环比持平到31.6%。集团持有现金约11.3亿美元,净负债减少1.5亿到57.9亿美元。其他要点受益于伦敦人第二期的全面投入服务和新的推广策略,集团的市场份额已有所回升。","market":"us","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/1373777.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":["01928","00227"],"gpt_icon":0},{"id":"2585454186","title":"第一上海:维持银河娱乐(00027)“买入”评级 Q3业绩符合预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2585454186","media":"智通财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2585454186?lang=zh_cn&edition=full","pubTime":"2025-11-24 15:24","pubTimestamp":1763969084,"startTime":"0","endTime":"0","summary":"银河娱乐总体业绩表现符合预期,资产负债状况维持非常稳健,持有净现金为348亿港元","market":"us","thumbnail":"https://img.zhitongcaijing.com/image/20251124/20251124152538_56635.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20251124/20251124152538_56635.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1372667.html","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":"highlight_zhitongcaijin","symbols":["00027","00227"],"gpt_icon":0},{"id":"2585121042","title":"第一上海盘中异动 快速下跌5.26%报0.270港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2585121042","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2585121042?lang=zh_cn&edition=full","pubTime":"2025-11-21 11:18","pubTimestamp":1763695130,"startTime":"0","endTime":"0","summary":"2025年11月21日早盘11时18分,第一上海股票出现异动,股价急速下挫5.26%。截至发稿,该股报0.270港元/股,成交量75.2万股,换手率0.03%,振幅3.51%。资金方面,该股资金流入8960港元,流出17.392万港元。第一上海股票所在的证券及经纪行业中,整体跌幅为0.41%。其相关个股中,裕承科金、立桥证券控股、高裕金融涨幅较大,振幅较大的相关个股有裕承科金、时富金融服务集团、民银资本,振幅分别为9.86%、7.00%、5.88%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511211118509511cb9a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511211118509511cb9a&s=b","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":"tencent","symbols":["BK1147","00227"],"gpt_icon":0},{"id":"2584185951","title":"【券商聚焦】第一上海维持腾讯(00700)“买入”评级 指其核心业务利润率持续改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2584185951","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2584185951?lang=zh_cn&edition=full","pubTime":"2025-11-20 15:37","pubTimestamp":1763624271,"startTime":"0","endTime":"0","summary":"《三角洲行动》DAU突破3000万,《王者荣耀》十周年DAU创1.39亿新高,《无畏契约》手游上线后MAU突破5000万。整体来看,AI已进入规模化提效阶段,但收入主导因素仍为流量扩张和交易闭环强化。该机构表示,公司Q3核心业务利润率改善延续,AI赋能在广告与游戏等高毛利板块已形成规模化回报。基于2026年盈利预测与估值模型,目标价790港元,较上一收盘价有26.7%上行空间,维持“买入”评级。","market":"nz","thumbnail":"https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1970024","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":["TCHmain","TCEHY","00227"],"gpt_icon":1},{"id":"2584185111","title":"【券商聚焦】第一上海维持比亚迪电子(00285)买入评级 料明年消费电子结构件、数据中心等业务是增长来源","url":"https://stock-news.laohu8.com/highlight/detail?id=2584185111","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2584185111?lang=zh_cn&edition=full","pubTime":"2025-11-20 15:37","pubTimestamp":1763624238,"startTime":"0","endTime":"0","summary":"金吾财讯 | 第一上海研报指出,比亚迪电子 1-9 月份收入 1233 亿元人民币,同比增 0.95%;净利润 31.4 亿人民币,同比增长 2.4%。2025 全年利润预计同比持平。该机构表示,今年是业务小年,预计明年消费电子结构件、汽车电子及数据中心业务是增长来源,该机构预测比亚迪电子 2025-2027 年收入分别为人民币 1852 亿、1974 亿和 2087亿,增长 4.4%、6.6%和 5.8%;净利润分别为人民币 42.7 亿、51.3亿和 61.3 亿元,增长 0.1%、20.2%和 19.3%。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1970023","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":["00227","00285","159732"],"gpt_icon":0},{"id":"2584405479","title":"第一上海证券:腾讯控股AI提效加速渗透 生态扩张驱动Q3稳健增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2584405479","media":"第一上海","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2584405479?lang=zh_cn&edition=full","pubTime":"2025-11-19 16:52","pubTimestamp":1763542321,"startTime":"0","endTime":"0","summary":"2025Q3 业绩稳健增长,AI 提效与生态扩张共同驱动:得益于视频号、小程序、搜一搜等核心生态场景的持续扩张,以及游戏、广告与金融科技三大业务条线的同步改善,2025Q3 公司录得收入1930 亿元人民币,同比增长15%,环比增长5%;毛利1088 亿元,同比增长22%,毛利率受益于高质量广告库存与游戏内容结构优化,较去年同期进一步提升。整体来看,AI 已进入规模化提效阶段,但收入主导因素仍为流量扩张和交易闭环强化。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251119170240950e149d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251119170240950e149d&s=b","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":"tencent","symbols":["SG9999015986.USD","LU0269904917.USD","HTCD.SI","TCHmain","LU0287142896.SGD","LU0898667661.SGD","LU1048588211.SGD","LU2051468812.USD","BK1615","LU1196710864.SGD","LU0348825331.USD","LU0431992006.USD","LU1883866441.USD","IE00B8HQ1Z84.USD","LU0345775950.USD","LU1102505929.USD","LU0672654166.SGD","LU0054450605.USD","SGXZ90724238.SGD","00227","IE0003851619.USD","LU1675838814.USD","IE00B0JY6N72.USD","LU2778985437.USD","LU1224444064.USD","00700","80700","LU1188198961.HKD","LU0084288322.USD","LU0127658192.USD","LU1282648689.USD","LU0072462343.USD","LU0588545730.USD","LU0396098781.USD","LU1807302812.USD","IE00B543WZ88.USD","LU0516422952.EUR","LU1242518857.USD","LU1770034418.SGD","LU1282649810.SGD","LU0228367735.SGD","LU0165289439.USD","LU1328277881.USD","BK1521","LU0320764599.SGD","BK1608","LU0140636845.USD","LU0543330566.HKD","LU0588545904.SGD","LU0890818403.SGD","SG9999014674.SGD"],"gpt_icon":1},{"id":"2583559238","title":"第一上海:维持贝壳-W(02423)“买入”评级 目标价60港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2583559238","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2583559238?lang=zh_cn&edition=full","pubTime":"2025-11-13 15:18","pubTimestamp":1763018299,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,第一上海发布研报称,依然看好贝壳-W在“一体”业务稳健发展和行业渗透率的提升、以及“三翼”业务巩固公司穿越房地产后周期韧性的能力。预计公司未来三年的调整后净利润分别为57.6亿、76.8亿及96.7亿元,给予2026年16倍PE,加上公司持有广义现金后得出目标价60.0港元/22.8美元,维持买入评级。2022年9月以来,公司累计回购金额约23亿美元,回购股数占比约11.5%。","market":"hk","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/1368741.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":["02423","00227","BEKE"],"gpt_icon":0},{"id":"2583567615","title":"【券商聚焦】第一上海维持贝壳(02423/BEKE)买入评级 指降本增效带来的效率优化逐步显现","url":"https://stock-news.laohu8.com/highlight/detail?id=2583567615","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2583567615?lang=zh_cn&edition=full","pubTime":"2025-11-13 15:16","pubTimestamp":1763018187,"startTime":"0","endTime":"0","summary":"金吾财讯 | 第一上海发研报指,贝壳 2025Q3公司总交易额为7367亿元,同比基本持平。期内整体运营费用为43亿元,同比减少1.8%,环比减少6.5%,公司降本增效成果逐步显现。2025Q3公司存量房交易额为5056亿元,同比增长5.8%,实现净收入60亿元,同比下降3.6%,收入增速低于交易额增速主要因为非链家的交易额占比提升。公司关注品质、规模、效率的正循环,降本增效带来的效率优化逐步显现。2022年9月以来,公司累计回购金额约23亿美元,回购股数占比约11.5%。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1969597","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":["02423","00227","BEKE"],"gpt_icon":0},{"id":"2582341606","title":"第一上海:予中国财险(02328)“买入”评级 目标价23.3港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2582341606","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2582341606?lang=zh_cn&edition=full","pubTime":"2025-11-12 13:42","pubTimestamp":1762926171,"startTime":"0","endTime":"0","summary":"海外市场,公司国际化战略助力中国企业出海,开启第二增长曲线。","market":"fut","thumbnail":"https://img.zhitongcaijing.com/image/20251112/20251112133505_89906.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20251112/20251112133505_89906.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1368166.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":["00227","02328"],"gpt_icon":0},{"id":"2582356012","title":"【券商聚焦】第一上海维持香港交易所(00388)买入评级 指当前的估值水平具备坚实的基本面支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2582356012","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2582356012?lang=zh_cn&edition=full","pubTime":"2025-11-11 16:25","pubTimestamp":1762849545,"startTime":"0","endTime":"0","summary":"考虑到港交所独特的市场垄断地位、与市场成交量的高度关联性,以及其业绩在2025年展现出的强劲增长动能,该机构认为其应享有高于市场平均的估值溢价。参考其历史PE区间及可比公司估值,并综合其增长前景,该机构给予港交所2026年38倍PE的估值倍数,对应目标价550港元,较前一收盘价有28%的涨幅,维持买入评级。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1969429","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":["HEXmain","00388","00227"],"gpt_icon":0},{"id":"2582133781","title":"第一上海:AI赋能腾讯控股长期成长逻辑","url":"https://stock-news.laohu8.com/highlight/detail?id=2582133781","media":"第一上海","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2582133781?lang=zh_cn&edition=full","pubTime":"2025-11-11 13:14","pubTimestamp":1762838053,"startTime":"0","endTime":"0","summary":"未来,微信小店电商化进程、AI商业化节奏及广告客户结构升级仍是核心关注方向,中长期成长逻辑清晰,AI正逐步转化为业绩与估值的双重驱动力。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111133056a6f12178&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111133056a6f12178&s=b","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":"tencent","symbols":["LU0143863198.USD","LU2097828631.EUR","LU0080751232.USD","LU0823038988.USD","LU0359201612.USD","LU1105468828.SGD","LU0106959298.USD","LU0169518387.USD","LU2097828474.EUR","IE00B067MR52.USD","LU1439102457.SGD","LU0985320562.USD","LU2257852520.SGD","LU0708995583.HKD","LU0856984785.SGD","LU2237443465.HKD","00700","TCHmain","LU1226287875.USD","SG9999004220.SGD","LU1282651121.HKD","LU0052750758.USD","BK1618","LU1303224171.USD","LU1981816686.USD","LU1046422090.SGD","LU2476274308.USD","LU0501845795.SGD","LU2362541513.USD","BK1526","LU0417516902.SGD","LU1868838027.USD","LU0348783662.USD","IE0008369823.USD","IE00BGV7N243.SGD","LU0862451753.SGD","LU0865486749.SGD","LU0898667661.SGD","LU1102505929.USD","00227","IE0003851619.USD","LU0235996351.USD","HTCD.SI","LU0828238088.HKD","LU0370786039.SGD","IE0009570106.USD","LU0307460666.USD","LU0608807946.USD","LU1568876251.USD","LU0210533765.USD"],"gpt_icon":1},{"id":"2582391133","title":"【券商聚焦】第一上海首予广发证券(01776)“买入”评级 指投行风险出清爬坡 投资收益大幅增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2582391133","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2582391133?lang=zh_cn&edition=full","pubTime":"2025-11-11 12:15","pubTimestamp":1762834509,"startTime":"0","endTime":"0","summary":"投行风险出清爬坡,投资收益大幅增长:投行业务已从历史风险事件中恢复,2024年收入已修复至7.86亿元,25H1投行业务排名较2021年提升20位。2025年前三季度投资收益达93.0亿元,同比增长+57.2%;其中Q3单季投资收益38.5亿元,同比增长+70.2%。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1969396","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":["00227","01776"],"gpt_icon":0},{"id":"2582339192","title":"【券商聚焦】第一上海予中国石油股份(00857)买入评级 指近半年油价企稳 业绩环比改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2582339192","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2582339192?lang=zh_cn&edition=full","pubTime":"2025-11-11 12:15","pubTimestamp":1762834505,"startTime":"0","endTime":"0","summary":"金吾财讯 | 第一上海发研报指,中国石油股份 2025年前三季度公司实现营业收入2.17万亿元,同比-3.9%;毛利润为1751亿元;归母净利润1263亿元,同比-4.9%。国际市场原油价格相较去年下行,布伦特原油期货均价同比下跌14.6%至69.91美元/桶。公司第三季度营业收入7192亿元,毛利润580亿元,归母净利润423亿元,近半年油价企稳,业绩环比改善。高附加值产品表现亮眼,该板块合计实现经营利润162.40亿元,转型成效持续显现。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1969395","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":["00857","00227"],"gpt_icon":0},{"id":"2582809829","title":"第一上海盘中异动 下午盘股价大跌5.17%","url":"https://stock-news.laohu8.com/highlight/detail?id=2582809829","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2582809829?lang=zh_cn&edition=full","pubTime":"2025-11-10 15:09","pubTimestamp":1762758586,"startTime":"0","endTime":"0","summary":"2025年11月10日下午盘15时09分,第一上海股票出现异动,股价快速下挫5.17%。截至发稿,该股报0.275港元/股,成交量338.4万股,换手率0.15%,振幅5.17%。第一上海股票所在的证券及经纪行业中,整体涨幅为0.29%。其相关个股中,胜利证券、中泽丰、国泰君安国际涨幅较大,振幅较大的相关个股有立桥证券控股、中泽丰、南华金融,振幅分别为16.00%、13.29%、11.67%。第一上海公司简介:第一上海投资有限公司是一家主要从事金融服务以及房地产开发和投资的投资控股公司。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110150947a6eec901&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251110150947a6eec901&s=b","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":"tencent","symbols":["00227","BK1147"],"gpt_icon":0},{"id":"2581078204","title":"第一上海盘中异动 下午盘股价大跌5.00%报0.285港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2581078204","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2581078204?lang=zh_cn&edition=full","pubTime":"2025-11-07 14:13","pubTimestamp":1762495986,"startTime":"0","endTime":"0","summary":"2025年11月07日下午盘14时13分,第一上海股票出现波动,股价大幅跳水5.00%。截至发稿,该股报0.285港元/股,成交量31.2万股,换手率0.01%,振幅5.00%。资金方面,该股资金流入2.336万港元,流出6.724万港元。最近的财报数据显示,该股实现营业收入1.92亿港元,净利润334.40万港元,每股收益0.0015港元,毛利1.07亿港元,市盈率8.01倍。第一上海股票所在的证券及经纪行业中,整体跌幅为0.15%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251107141306a48f5509&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251107141306a48f5509&s=b","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":"tencent","symbols":["BK1147","00227"],"gpt_icon":0},{"id":"2581702029","title":"第一上海:予中国海洋石油(00883)“买入”评级 目标价25.98港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2581702029","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2581702029?lang=zh_cn&edition=full","pubTime":"2025-11-07 13:45","pubTimestamp":1762494326,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,第一上海发布研报称,予中国海洋石油“买入”评级,预测公司2025-2027年的收入分别为4132亿元/4238亿元/4429亿元人民币;归母净利润分别为1327亿元、1343亿元和1409亿元。该行给予公司2026年8.5倍PE估值,目标价为25.98港元。公司前三季度油气净产量再创历史同期新高,达578.3百万桶油当量,同比+6.7%。","market":"hk","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/1366472.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["00227","00883"],"gpt_icon":0},{"id":"2581710153","title":"【券商聚焦】第一上海维持中国神华(01088)买入评级 指其业绩整体符合预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2581710153","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2581710153?lang=zh_cn&edition=full","pubTime":"2025-11-05 14:30","pubTimestamp":1762324214,"startTime":"0","endTime":"0","summary":"电力业务方面,受益于煤价下行带来的燃料成本同比下降7.8%,电力板块的盈利能力得到显著改善,前三季度毛利率同比上升3.2个百分点。这完美诠释了一体化模式的内部对冲机制,煤价下跌虽然影响煤炭销售利润,但却能提升发电业务的毛利率。该机构表示,公司三季度业绩表现显著优于行业平均水平,凸显其龙头地位和竞争优势。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1969077","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":["601088","00227","01088"],"gpt_icon":0}],"profile":{"websiteUrl":"http://www.firstshanghai.com.hk","stockEarnings":[{"period":"1week","weight":0},{"period":"1month","weight":-0.0517},{"period":"3month","weight":-0.2254},{"period":"6month","weight":0.0784},{"period":"1year","weight":0.1752},{"period":"ytd","weight":0.1411}],"compareEarnings":[{"period":"1week","weight":0.0087},{"period":"1month","weight":0.0058},{"period":"3month","weight":0.0262},{"period":"6month","weight":0.0964},{"period":"1year","weight":0.3336},{"period":"ytd","weight":0.3004}],"compareStock":{"symbol":"HSI","name":"恒生指数"},"description":"第一上海投资有限公司是一家主要从事金融服务以及房地产开发和投资的投资控股公司。该公司通过五个分部经营业务。金融服务分部包括证券投资、证券经纪、孖展融资、企业融资、承销和配售以及资产管理。物业开发分部从事住宅、服务式公寓、商业办公室、工业办公室、酒店和休闲渡假村物业的开发。物业投资及酒店分部包括酒店营运和管理。医疗及保健分部从事一般及专科医疗咨询、医学影像、内窥镜检查及日间手术、身体检查和医疗美容服务。直接投资部分涉及对制药和保健、电信和物流行业的投资。","yearOnYearQuotes":[{"month":1,"riseRate":0.405405,"avgChangeRate":-0.003552},{"month":2,"riseRate":0.513514,"avgChangeRate":0.086908},{"month":3,"riseRate":0.27027,"avgChangeRate":-0.049619},{"month":4,"riseRate":0.486486,"avgChangeRate":0.060933},{"month":5,"riseRate":0.459459,"avgChangeRate":0.032945},{"month":6,"riseRate":0.540541,"avgChangeRate":0.047382},{"month":7,"riseRate":0.297297,"avgChangeRate":-0.011056},{"month":8,"riseRate":0.351351,"avgChangeRate":-0.035872},{"month":9,"riseRate":0.351351,"avgChangeRate":0.007391},{"month":10,"riseRate":0.567568,"avgChangeRate":-0.011322},{"month":11,"riseRate":0.513514,"avgChangeRate":0.002465},{"month":12,"riseRate":0.432432,"avgChangeRate":0.100198}],"exchange":"SEHK","name":"第一上海","nameEN":"FIRST SHANGHAI"},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"第一上海(00227)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供第一上海(00227)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"第一上海,00227,第一上海股票,第一上海股票老虎,第一上海股票老虎国际,第一上海行情,第一上海股票行情,第一上海股价,第一上海股市,第一上海股票价格,第一上海股票交易,第一上海股票购买,第一上海股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"第一上海(00227)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供第一上海(00227)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}