002670 国盛证券
已收盘 02-24 15:00:00
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国盛证券：增长韧性与通胀粘性博弈延续 5月后美联储政策空间或现转机
智通财经 · 02-15
国盛证券：增长韧性与通胀粘性博弈延续 5月后美联储政策空间或现转机
国盛证券研究所群聊截图惹关注：消息回复不及时威胁取消年终奖
市场资讯 · 02-11
国盛证券研究所群聊截图惹关注：消息回复不及时威胁取消年终奖
2月10日国盛证券现3笔大宗交易 机构净买入607.51万元
证券之星 · 02-10
2月10日国盛证券现3笔大宗交易 机构净买入607.51万元
国盛证券：Seedance 2.0具备更高模型可控性 有助于减少视频生成“抽卡”成本
智通财经 · 02-10
国盛证券：Seedance 2.0具备更高模型可控性 有助于减少视频生成“抽卡”成本
华鑫股份国盛证券股价下跌 证券板块唯二翻绿
中金财经 · 02-09
华鑫股份国盛证券股价下跌 证券板块唯二翻绿
研报掘金丨国盛证券：首予方大特钢“增持”评级，认为公司估值有修复空间
中金财经 · 02-09
研报掘金丨国盛证券：首予方大特钢“增持”评级，认为公司估值有修复空间
国盛证券：可插拔模块在未来数年内仍是柜外互联主流需求
智通财经 · 02-09
国盛证券：可插拔模块在未来数年内仍是柜外互联主流需求
国盛证券：券商板块基本面改善 基本面与估值严重错配 配置性价比高
中金财经 · 02-09
国盛证券：券商板块基本面改善 基本面与估值严重错配 配置性价比高
国盛证券：印尼煤炭供给侧行动 重申全球煤价上行机遇
智通财经 · 02-06
国盛证券：印尼煤炭供给侧行动 重申全球煤价上行机遇
粤电力Ａ：国盛证券、嘉实基金等多家机构于1月30日调研我司
证券之星 · 02-02
粤电力Ａ：国盛证券、嘉实基金等多家机构于1月30日调研我司
国盛证券：低轨星座竞赛与太空算力革命 引爆太空光伏需求新周期
智通财经 · 02-02
国盛证券：低轨星座竞赛与太空算力革命 引爆太空光伏需求新周期
老国盛证券完成注销登记！
券商中国 · 02-02
老国盛证券完成注销登记！
国盛证券（002670）披露全资子公司国盛证券有限责任公司完成注销登记的公告，1月30日股价上涨0.92%
证券之星 · 01-30
国盛证券（002670）披露全资子公司国盛证券有限责任公司完成注销登记的公告，1月30日股价上涨0.92%
国盛证券：益生菌行业保持高成长 AKK菌品类迎风口
智通财经网 · 01-30
国盛证券：益生菌行业保持高成长 AKK菌品类迎风口
国盛证券最新公告：2025年净利同比预增25.44%-67.25%
证券之星 · 01-29
国盛证券最新公告：2025年净利同比预增25.44%-67.25%
国盛证券：首予途虎-W“买入”评级 汽车后市场龙头生态化运营+规模化扩张
智通财经 · 01-29
国盛证券：首予途虎-W“买入”评级 汽车后市场龙头生态化运营+规模化扩张
国盛证券：首予力量发展(01277)“买入”评级 立足蒙宁掘金海外
智通财经 · 01-27
国盛证券：首予力量发展(01277)“买入”评级 立足蒙宁掘金海外
国盛证券：化工品涨价逻辑下 哪些建筑公司有望受益?
智通财经网 · 01-25
国盛证券：化工品涨价逻辑下 哪些建筑公司有望受益?
鸿路钢构：海创基金、国盛证券等多家机构于1月22日调研我司
证券之星 · 01-22
鸿路钢构：海创基金、国盛证券等多家机构于1月22日调研我司
国盛证券2026年电力设备业年度策略：AIDC和缺电为核心投资主线
智通财经 · 01-22
国盛证券2026年电力设备业年度策略：AIDC和缺电为核心投资主线
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公司概况
公司名称：
国盛证券股份有限公司
所属行业：
资本市场服务
上市日期：
2012-04-16
主营业务：
国盛证券股份有限公司的主营业务是证券业务，同时开展投资等业务。公司的主要产品是经纪与财富管理、投资银行、投资与交易、资产管理、资本中介、投资业务。
发行价格：
7.30
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5月后美联储政策空间或现转机","url":"https://stock-news.laohu8.com/highlight/detail?id=2611147354","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611147354?lang=zh_cn&edition=full","pubTime":"2026-02-15 09:54","pubTimestamp":1771120458,"startTime":"0","endTime":"0","summary":"风险提示：美国经济与通胀、美联储货币","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/1405556.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":["BK4588",".SPX","OEX","BK0052","MESmain","SSO","BK4504","ESmain","BK4534","BK4585","BK4550","SPXU","002670","UPRO","BK0276","BK4559","BK4581","IVV","SH","OEF","SDS"],"gpt_icon":0},{"id":"2610352409","title":"国盛证券研究所群聊截图惹关注：消息回复不及时威胁取消年终奖","url":"https://stock-news.laohu8.com/highlight/detail?id=2610352409","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610352409?lang=zh_cn&edition=full","pubTime":"2026-02-11 18:39","pubTimestamp":1770806340,"startTime":"0","endTime":"0","summary":" 2月10日，一张群名为“国盛证券研究所”的群聊截图引发网友关注。 在截图内容中，国盛证券所长杨某疑似因员工回复消息不及时发怒，在群里接连发消息称：“工作日想放假可以辞职”、“今年奖金取消”、“天天嚷嚷加薪，加完了工作这个态度”。 因为“回消息慢”就威胁取消年终奖，这属于典型的情绪化管理，年终奖是劳动报酬的一部分，不是领导用来威胁员工的“大棒”。","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://finance.sina.com.cn/stock/roll/2026-02-11/doc-inhmmvzi4719122.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":["BK0276","002670","BK0052"],"gpt_icon":0},{"id":"2610489206","title":"2月10日国盛证券现3笔大宗交易 机构净买入607.51万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2610489206","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610489206?lang=zh_cn&edition=full","pubTime":"2026-02-10 17:21","pubTimestamp":1770715287,"startTime":"0","endTime":"0","summary":"证券之星消息，2月10日国盛证券发生大宗交易，交易数据如下：近三个月该股共发生3笔大宗交易，合计成交5350.0手，折价成交3笔。该股近期无解禁股上市。截至2026年2月10日收盘，国盛证券(002670)报收于16.36元，下跌1.39%，换手率1.31%，成交量21.29万手，成交额3.5亿元。该股近半年内有股东持股变动，合计净减持2215.08万股，股东增减持明细如下表：该股最近90天内无机构评级。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":"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/RB2026021000027787.shtml","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":"stockstar","symbols":["BK0276","002670","BK0052"],"gpt_icon":0},{"id":"2610087618","title":"国盛证券：Seedance 2.0具备更高模型可控性 有助于减少视频生成“抽卡”成本","url":"https://stock-news.laohu8.com/highlight/detail?id=2610087618","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610087618?lang=zh_cn&edition=full","pubTime":"2026-02-10 14:01","pubTimestamp":1770703267,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国盛证券发布研报称，即梦Seedance 2.0发布，可以实现精准复刻运镜与动作，镜头连贯性更强，从而带来更高的模型可控性。Seedance 2.0模型更高的可控性有助于减少抽卡成本，从而降低漫剧行业的制作成本和制作周期。若是在中性假设下，假设Seedance 2.0可以使抽卡频率降低至原本的50%，则可以令模型每秒生成成本相比同业降低37%。","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/1403576.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":["BK0052","002670","BK0276"],"gpt_icon":0},{"id":"2610463522","title":"华鑫股份国盛证券股价下跌 证券板块唯二翻绿","url":"https://stock-news.laohu8.com/highlight/detail?id=2610463522","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610463522?lang=zh_cn&edition=full","pubTime":"2026-02-09 17:45","pubTimestamp":1770630307,"startTime":"0","endTime":"0","summary":"中国经济网北京2月9日讯 国盛证券(002670.SZ)今日收报16.59元，跌幅0.36%。华鑫股份(600621.SH)今日收报16.92元，跌幅0.65%。证券板块今日涨0.93%，国盛证券、华鑫股份为证券板块仅有的2家下跌的公司。\r\n\r\n \r\n\r\n (责任编辑：徐自立)","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/20260209/32007833.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":["161027","002670","600621","BK0020","BK0276","BK0052","BK0184","BK0099","BK0086","BK0201","BK0102"],"gpt_icon":0},{"id":"2610818406","title":"研报掘金丨国盛证券：首予方大特钢“增持”评级，认为公司估值有修复空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2610818406","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610818406?lang=zh_cn&edition=full","pubTime":"2026-02-09 14:47","pubTimestamp":1770619621,"startTime":"0","endTime":"0","summary":"国盛证券研报指出，方大特钢成本优势明显，增长潜力突出。公司为江西区域钢企龙头，在行业盈利与板块估值向好的背景下，权益产能增长或将逐步兑现，为市场稀缺的增量改善标的，其盈利有望持续修复，公司近三年估值高位水平在1.62倍重置成本左右，对应市值为213亿元左右，认为公司估值有修复空间，首次覆盖，给予“增持”评级。","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://sc.stock.cnfol.com/gushizhibo/20260209/32007205.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":["002670","600507"],"gpt_icon":0},{"id":"2610892681","title":"国盛证券：可插拔模块在未来数年内仍是柜外互联主流需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2610892681","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610892681?lang=zh_cn&edition=full","pubTime":"2026-02-09 14:41","pubTimestamp":1770619284,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国盛证券发布研报称，市场近期关于CPO技术将快速取代可插拔光模块的过度担忧，背离了产业发展的基本面，但在未来两至三年，乃至更长时间内，可插拔光模块仍将是数据中心光互连的主流解决方案。产业基本面清晰地表明，CPO与可插拔是并行发展、长期共存的关系，可插拔模块在未来数年内仍是柜外互联主流需求。","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/1403087.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","BK0052","002670"],"gpt_icon":0},{"id":"2610500605","title":"国盛证券：券商板块基本面改善 基本面与估值严重错配 配置性价比高","url":"https://stock-news.laohu8.com/highlight/detail?id=2610500605","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610500605?lang=zh_cn&edition=full","pubTime":"2026-02-09 11:47","pubTimestamp":1770608821,"startTime":"0","endTime":"0","summary":"国盛证券表示，2025年A股慢牛行情推动券商业绩显著改善，多数券商2025年业绩预告显示利润整体保持增长，已披露业绩情况的29家券商中，6家券商增幅超过100%，19家增幅超过50%。2025年全年A股市场股基日均成交额2.08万亿，同比增长70.36%；IPO审核通过家数同比大增109.43%，募资金额增长208.01%。已发布业绩预告的上市券商合计归母净利润同比增长约60%左右，头部券商稳健增长，部分中小券商业绩弹性凸显。在资本市场长期健康发展、活跃度持续提升的环境下，券商基本面将持续受益，但目前估值与基本面严重错配，券商行业整体PB仅1.36倍，前期显著滞涨，当前位置配置性价比高。","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/gushizhibo/20260209/32007039.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":"zhongjincaijing_highlight","symbols":["BK0276","002670","BK0052"],"gpt_icon":0},{"id":"2609554478","title":"国盛证券：印尼煤炭供给侧行动 重申全球煤价上行机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2609554478","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609554478?lang=zh_cn&edition=full","pubTime":"2026-02-06 14:39","pubTimestamp":1770359977,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国盛证券发布研报称，印尼政府计划在2026年通过一套“组合拳”政策，在煤炭价格下行周期中主动调控供给以支撑煤价。国盛证券主要观点如下：印尼：25年产量下降约5.5%，苏岛产量占15.3%2025年印尼煤炭产量预计为7.9亿吨，低于2024年的8.36亿吨，同比下降约5.5%。国盛证券认为，印尼作为全球最大的煤炭出口国，其主动大幅减产将成为扭转市场平衡的关键力量。","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/1402473.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":["01171","BK0276","161032","BK1538","01277","BK1594","03668","00866","BK1178","002670","BK0052"],"gpt_icon":0},{"id":"2608857377","title":"粤电力Ａ：国盛证券、嘉实基金等多家机构于1月30日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2608857377","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608857377?lang=zh_cn&edition=full","pubTime":"2026-02-02 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15:25","pubTimestamp":1770017123,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国盛证券发布研报称，卫星数量激增使得高可靠、高比功率的太空光伏系统从配套组件”升级为战略基础设施”，需求呈指数级增长。钙钛矿被视为下一代太空光伏终极方案。国盛证券主要观点如下：卫星部署爆发+太空AI算力规划，太空光伏需求激增全球低轨卫星部署进入“资源卡位”关键期的背景下，中美正围绕轨道与频谱展开激烈博弈。","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/1400504.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":["BK0052","002670","BK0276"],"gpt_icon":0},{"id":"2608983738","title":"老国盛证券完成注销登记！","url":"https://stock-news.laohu8.com/highlight/detail?id=2608983738","media":"券商中国","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608983738?lang=zh_cn&edition=full","pubTime":"2026-02-02 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公告称，2026年1月30日，新国盛证券收到了江西省市场监督管理局出具的《注销证明》，老国盛证券已完成注销登记手续。老国盛证券为新国盛证券全资子公司，已完成吸收合并涉及的客户和业务承接等相关事项，其注销不会对新国盛证券经营和合并报表当期损益产生实质性影响。","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://finance.sina.com.cn/stock/marketresearch/2026-02-02/doc-inhkkzki1012906.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":["002670","BK0276","BK0052"],"gpt_icon":0},{"id":"2607049590","title":"国盛证券（002670）披露全资子公司国盛证券有限责任公司完成注销登记的公告，1月30日股价上涨0.92%","url":"https://stock-news.laohu8.com/highlight/detail?id=2607049590","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607049590?lang=zh_cn&edition=full","pubTime":"2026-01-30 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PROBIO菌已荣获15+项国内外发明专利，4篇安全性和功效性研究成果被SCI期刊收录，在AKK菌领域具备先发优势。","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/1399702.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":["002670","BK0052","BK0276"],"gpt_icon":0},{"id":"2607005247","title":"国盛证券最新公告：2025年净利同比预增25.44%-67.25%","url":"https://stock-news.laohu8.com/highlight/detail?id=2607005247","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607005247?lang=zh_cn&edition=full","pubTime":"2026-01-29 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