002670 国盛证券
已收盘 12-23 15:00:00
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国盛证券:关注滔搏(06110)品牌伙伴去库和上新节奏 维持“买入”评级
智通财经 · 12-23 16:22
国盛证券:关注滔搏(06110)品牌伙伴去库和上新节奏 维持“买入”评级
【券商聚焦】国盛证券维持粉笔(02469)“买入”评级 指AI赋能下公司经营效率有望持续提升
金吾财讯 · 12-23 15:38
【券商聚焦】国盛证券维持粉笔(02469)“买入”评级 指AI赋能下公司经营效率有望持续提升
国盛证券:全球加码空天时代 国内火箭回收加速打破产业瓶颈
智通财经 · 12-22 14:11
国盛证券:全球加码空天时代 国内火箭回收加速打破产业瓶颈
国盛证券:从预期到兑现 液冷迈向第二发展阶段
智通财经 · 12-22 13:41
国盛证券:从预期到兑现 液冷迈向第二发展阶段
国盛证券:险资加速入市,还有哪些低位优质建筑标的可以配置?
智通财经 · 12-21 13:39
国盛证券:险资加速入市,还有哪些低位优质建筑标的可以配置?
国盛证券(002670.SZ):南昌金控累计减持1%股份
中金财经 · 12-19
国盛证券(002670.SZ):南昌金控累计减持1%股份
研报掘金丨国盛证券:维持豪威集团“买入”评级,非手机业务正在起势,龙头成长动能已然切换
中金财经 · 12-19
研报掘金丨国盛证券:维持豪威集团“买入”评级,非手机业务正在起势,龙头成长动能已然切换
国盛证券:技术升级与场景拓展双重驱动 光缆行业需求回暖、价格企稳
智通财经 · 12-19
国盛证券:技术升级与场景拓展双重驱动 光缆行业需求回暖、价格企稳
【券商聚焦】国盛证券重申速腾聚创(02498)“买入”评级 看好其激光雷达产品的订单需求和商业化潜力
金吾财讯 · 12-18
【券商聚焦】国盛证券重申速腾聚创(02498)“买入”评级 看好其激光雷达产品的订单需求和商业化潜力
国盛证券:重申速腾聚创(02498)“买入”评级 目标价50港元
智通财经 · 12-17
国盛证券:重申速腾聚创(02498)“买入”评级 目标价50港元
国盛证券:3D打印行业景气持续加速 在高端制造中应用扩大
智通财经 · 12-17
国盛证券:3D打印行业景气持续加速 在高端制造中应用扩大
雪人集团:12月12日接受机构调研,天风证券股份有限公司、国盛证券有限责任公司等多家机构参与
证券之星 · 12-12
雪人集团:12月12日接受机构调研,天风证券股份有限公司、国盛证券有限责任公司等多家机构参与
国盛证券:保险业阶段性超额收益显著 积极看好板块配置价值
智通财经 · 12-11
国盛证券:保险业阶段性超额收益显著 积极看好板块配置价值
国盛证券:26年新能源竞价区域分化明显 建议关注储能板块的投资价值
智通财经 · 12-10
国盛证券:26年新能源竞价区域分化明显 建议关注储能板块的投资价值
国盛证券:商业航天产业闭环临界点将至 产业有望进入高速成长期
智通财经 · 12-08
国盛证券:商业航天产业闭环临界点将至 产业有望进入高速成长期
国盛证券:下游高速光模块需求爆发 隔离器用量与价值量凸显
智通财经 · 12-07
国盛证券:下游高速光模块需求爆发 隔离器用量与价值量凸显
国盛证券:政策力推中长期资金入市 2026年建筑板块有望获险资增配
智通财经 · 12-07
国盛证券:政策力推中长期资金入市 2026年建筑板块有望获险资增配
【券商聚焦】国盛证券首予乐舒适(02698)“买入”评级 指其成长动能充足
金吾财讯 · 12-05
【券商聚焦】国盛证券首予乐舒适(02698)“买入”评级 指其成长动能充足
国盛证券:AI重塑美国煤炭市场 “黑金”行情有望重燃
智通财经 · 12-02
国盛证券:AI重塑美国煤炭市场 “黑金”行情有望重燃
国盛证券:钙钛矿产业化进展加速 面板企业跨界带来新动能
智通财经 · 12-02
国盛证券:钙钛矿产业化进展加速 面板企业跨界带来新动能
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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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维持“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2593989644","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593989644?lang=zh_cn&edition=full","pubTime":"2025-12-23 16:22","pubTimestamp":1766478124,"startTime":"0","endTime":"0","summary":"国盛证券主要观点如下:面对客流波动+渠道关店,FY2026Q3线下销售或仍有压力FY2026Q3公司销售下降高单位数,其中该行预计零售流水表现优于批发发货表现,而在零售业务中该行预计线下销售或仍有下降,原因在于:1)线下渠道关店,FY2026H1公司门店数量净关332家至4688家,截至2025年11月末线下直营门店毛销售面积同比下降13.4%,环比8月末下降1.3%;2)消费环境波动以及市场竞争,该行判断线下门店或仍然存在客流以及折扣压力。","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/1384885.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":["06110","002670"],"gpt_icon":0},{"id":"2593467971","title":"【券商聚焦】国盛证券维持粉笔(02469)“买入”评级 指AI赋能下公司经营效率有望持续提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2593467971","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593467971?lang=zh_cn&edition=full","pubTime":"2025-12-23 15:38","pubTimestamp":1766475530,"startTime":"0","endTime":"0","summary":"((1)AI产品矩阵持续丰富。截至2025年6月30日,AI刷题系统班已销售约5万人次,收款约人民币2000万元。10月14日,公司AI刷题系统班单日销量突破14000单。11月18日,公司创新打造的国央民企面试题库及相关AI面试点评服务正式上线;12月11日,粉笔自研AI大模型通过国家备案,粉笔AI产品已累计服务用户超3000万,付费用户达238万,月活跃用户近1000万。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/MjAwMmJhMzhlMzU2ODgyNzA0NzY4MTcyNA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MjAwMmJhMzhlMzU2ODgyNzA0NzY4MTcyNA==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1972114","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":["002670","02469"],"gpt_icon":0},{"id":"2593109457","title":"国盛证券:全球加码空天时代 国内火箭回收加速打破产业瓶颈","url":"https://stock-news.laohu8.com/highlight/detail?id=2593109457","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593109457?lang=zh_cn&edition=full","pubTime":"2025-12-22 14:11","pubTimestamp":1766383907,"startTime":"0","endTime":"0","summary":"国盛证券主要观点如下:特朗普签署行政令,加大太空政策支持根据科创板日报报道,当地时间12月18日,美国白宫发表声明称,特朗普当日签署了一项行政命令,为“美国优先”的太空政策制定了愿景,以确保美国在太空探索、安全和商业领域“引领世界”。我国可回收火箭“压轴”12月,加速打破产业瓶颈根据21世纪经济报道,2025年是中国的商业航天事业从技术积累走向爆发的一年。","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/1384311.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":"2593810932","title":"国盛证券:从预期到兑现 液冷迈向第二发展阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2593810932","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593810932?lang=zh_cn&edition=full","pubTime":"2025-12-22 13:41","pubTimestamp":1766382074,"startTime":"0","endTime":"0","summary":"国盛证券主要观点如下:从预期到兑现,液冷迈向第二发展阶段在2024年及2025年上半年,市场焦点集中于液冷概念的讨论、技术路线的研究以及远期市场空间的测算,这构成了液冷产业的“第一发展阶段”——预期阶段。液冷产业正迈入从“预期驱动”到“业绩兑现”的第二发展阶段。","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/1384296.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":["002670","BK0052","BK0276"],"gpt_icon":0},{"id":"2593125411","title":"国盛证券:险资加速入市,还有哪些低位优质建筑标的可以配置?","url":"https://stock-news.laohu8.com/highlight/detail?id=2593125411","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593125411?lang=zh_cn&edition=full","pubTime":"2025-12-21 13:39","pubTimestamp":1766295575,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国盛证券发布研报称,当前政策推动险资增配股市趋势明确,今年以来险资加速入市,其中Q3持仓增幅明显。国盛证券主要观点如下:险资加速入市,优质低位建筑标的有望持续获得增配。险资对建筑持仓中更加偏好高ROE、高股息率、以及低估值标的。","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/1384085.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":["BK1565","LU0762540952.USD","LU0831093199.SGD","BK1148","BK0276","03311","002670","BK1507","BK1505","BK0052","01800"],"gpt_icon":0},{"id":"2592161746","title":"国盛证券(002670.SZ):南昌金控累计减持1%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2592161746","media":"中金财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592161746?lang=zh_cn&edition=full","pubTime":"2025-12-19 20:27","pubTimestamp":1766147224,"startTime":"0","endTime":"0","summary":"格隆汇12月19日丨国盛证券(002670.SZ)公布,公司于12月18日收到南昌金控出具的《关于减持股份比例触及1%整数倍暨减持计划实施完成的告知函》,截至2025年12月18日,南昌金控累计减持股份19,350,816股,占公司总股本的1%,本次减持股份比例触及1%整数倍,本次减持计划剩余股数本次减持期间不再减持,南昌金控本次减持计划实施完成。","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/20251219/31878414.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":"zhongjincaijing_highlight","symbols":["BK0276","BK0052","002670"],"gpt_icon":0},{"id":"2592515616","title":"研报掘金丨国盛证券:维持豪威集团“买入”评级,非手机业务正在起势,龙头成长动能已然切换","url":"https://stock-news.laohu8.com/highlight/detail?id=2592515616","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592515616?lang=zh_cn&edition=full","pubTime":"2025-12-19 15:17","pubTimestamp":1766128621,"startTime":"0","endTime":"0","summary":"近期受存储涨价影响,消费电子产业链普遍回调较多,聚焦豪威公司本身,认为市场过于悲观,究其原因还是在于市场对豪威的认知仍然将其定位为一家纯正的手机CIS芯片供应商,然而回归本质,看到从今年开始,豪威的业务结构正在悄然发生变化。持续看好公司未来发展,因此我们维持营收及利润预测,公司作为国产CIS龙头显著偏低,维持“买入”评级。","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://sc.stock.cnfol.com/gushizhibo/20251219/31877208.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","603501"],"gpt_icon":0},{"id":"2592652132","title":"国盛证券:技术升级与场景拓展双重驱动 光缆行业需求回暖、价格企稳","url":"https://stock-news.laohu8.com/highlight/detail?id=2592652132","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592652132?lang=zh_cn&edition=full","pubTime":"2025-12-19 11:19","pubTimestamp":1766114397,"startTime":"0","endTime":"0","summary":"光纤光缆全产业链布局完善,且空芯光纤等特种光纤研发和产业化处于领先地位的行业龙头企业,将充分受益普缆企稳回暖和AI算力引发的数据需求爆发。国盛证券主要观点如下:普通光缆行业出清见底,需求回暖与价格企稳驱动否极泰来普通光缆市场底部确认,当前已呈现出显著的供需再平衡与复苏迹象。","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/1383534.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":["BK0276","BK0052","002670"],"gpt_icon":0},{"id":"2592979676","title":"【券商聚焦】国盛证券重申速腾聚创(02498)“买入”评级 看好其激光雷达产品的订单需求和商业化潜力","url":"https://stock-news.laohu8.com/highlight/detail?id=2592979676","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592979676?lang=zh_cn&edition=full","pubTime":"2025-12-18 17:04","pubTimestamp":1766048653,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国盛证券研报指,速腾聚创 2025Q3出货18.6万颗激光雷达,同比增长34.0%。其中,ADAS激光雷达出货量约15.0万颗,同比增长14.3%;机器人激光雷达出货约3.6万颗,同比增长393.1%。机器人及其他激光雷达方面,产品矩阵持续完善。该机构看好速腾聚创激光雷达产品的订单需求和商业化潜力,预计2025-2027年的总收入达23/35/44亿,同比增长37%/56%/24%;non-GAAP归母净利润为-1.72/1.63/3.66亿元。重申“买入”评级。","market":"hk","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":"1971830","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02498","002670"],"gpt_icon":0},{"id":"2592952447","title":"国盛证券:重申速腾聚创(02498)“买入”评级 目标价50港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2592952447","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592952447?lang=zh_cn&edition=full","pubTime":"2025-12-17 10:01","pubTimestamp":1765936865,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国盛证券发布研报称,看好速腾聚创激光雷达产品的订单需求和商业化潜力,预计2025-2027年的总收入达23/35/44亿,同比增长37%/56%/24%;non-GAAP归母净利润为-1.72/1.63/3.66亿元。基于6x2026e P/S,该行给予速腾聚创约211.4亿人民币目标市值,对应约50港币目标价,重申“买入”评级。国盛证券主要观点如下:速腾聚创披露2025Q3业绩情况速腾聚创2025Q3出货18.6万颗激光雷达,同比增长34.0%。Robotaxi方面,速腾聚创与滴滴达成新一代Robotaxi车型定点合作,将采用单车10颗数字化激光雷达方案。","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/1382421.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":["02498","002670"],"gpt_icon":0},{"id":"2592653952","title":"国盛证券:3D打印行业景气持续加速 在高端制造中应用扩大","url":"https://stock-news.laohu8.com/highlight/detail?id=2592653952","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592653952?lang=zh_cn&edition=full","pubTime":"2025-12-17 09:57","pubTimestamp":1765936676,"startTime":"0","endTime":"0","summary":"2024年全球消费类3D打印机出货量约410万台,中国厂商占据全球94%市场,行业景气持续加速。国盛证券主要观点如下:3D打印引领高端制造革命,全球219亿美元市场3D打印即增材制造,被誉为引领第三次工业革命的核心技术。2024年全球3D打印市场规模高达219亿美元,其中打印机及服务占比74%,材料占比20%。以星河动力为例,3D打印工艺发动机生产周期为传统模式的1/6,制造成本降至10%,同时发动机重量减轻50%。","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/1382419.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":["161037","002670","BK0276","BK0052"],"gpt_icon":0},{"id":"2590501670","title":"雪人集团:12月12日接受机构调研,天风证券股份有限公司、国盛证券有限责任公司等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2590501670","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590501670?lang=zh_cn&edition=full","pubTime":"2025-12-12 21:32","pubTimestamp":1765546371,"startTime":"0","endTime":"0","summary":"公司拥有多项氦气压缩机的相关专利。雪人集团2025年三季报显示,前三季度公司主营收入16.31亿元,同比上升24.26%;归母净利润3916.52万元,同比上升16.63%;扣非净利润3502.29万元,同比上升71.14%;其中2025年第三季度,公司单季度主营收入6.71亿元,同比上升31.68%;单季度归母净利润1226.92万元,同比上升12.73%;单季度扣非净利润810.06万元,同比上升121.23%;负债率48.61%,投资收益49.51万元,财务费用1193.53万元,毛利率22.27%。","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/RB2025121200039870.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":"stockstar","symbols":["002670","BK0181","002639","BK0259","BK0052","BK0151","BK0077","BK0276","601162","BK0070","BK0017","BK0116"],"gpt_icon":0},{"id":"2590730565","title":"国盛证券:保险业阶段性超额收益显著 积极看好板块配置价值","url":"https://stock-news.laohu8.com/highlight/detail?id=2590730565","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590730565?lang=zh_cn&edition=full","pubTime":"2025-12-11 11:02","pubTimestamp":1765422123,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国盛证券发布研报称,长期来看,保险行业持续受益于银行存款搬家趋势,多元化的养老、医疗、理财储蓄等保险需求有望推动行业持续扩容。产品预定利率阶梯型下调大幅缓解行业利差损风险,“报行合一”推动行业反内卷和头部公司集中度提升,积极看好保险板块的配置价值。国盛证券主要观点如下:保险行业阶段性超额收益显著,但市场风格切换全年跑输大市A股市场显著回暖,2025年初至今全A指数+25.76%,沪深300 +17.46%。","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/1380243.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":["BK0276","BK0052","002670"],"gpt_icon":0},{"id":"2590303889","title":"国盛证券:26年新能源竞价区域分化明显 建议关注储能板块的投资价值","url":"https://stock-news.laohu8.com/highlight/detail?id=2590303889","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590303889?lang=zh_cn&edition=full","pubTime":"2025-12-10 13:43","pubTimestamp":1765345416,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国盛证券发布研报称,各省2026年新能源竞价结果区域分化突出,整体表现为华东、华北电价优于西部、南部;风电电价优于光伏。同时,新能源全面入市背景下电力市场化进一步深化,叠加现货市场基本全覆盖,峰谷价差有望拉大,建议关注储能板块的投资价值。","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/1379775.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":["160640","000941.SH","002670","399941","BK0052","BK0276","159875"],"gpt_icon":0},{"id":"2589333736","title":"国盛证券:商业航天产业闭环临界点将至 产业有望进入高速成长期","url":"https://stock-news.laohu8.com/highlight/detail?id=2589333736","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589333736?lang=zh_cn&edition=full","pubTime":"2025-12-08 16:37","pubTimestamp":1765183047,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国盛证券发布研报称,卫星作为商业航天产业的核心载体,发射速度核心取决于发射成本,核心瓶颈在于可回收火箭技术,一旦可回收火箭技术完成突破,我国低轨卫星上天速度将大幅加快。叠加目前AI产业持续发展,建设太空算力逐渐成为趋势,商业航天应用市场大幅打开,随着可回收火箭瓶颈突破,商业航天产业有望形成闭环,促进行业进入高速成长期。","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/1378785.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":["002670","BK0052","BK0276"],"gpt_icon":0},{"id":"2589790878","title":"国盛证券:下游高速光模块需求爆发 隔离器用量与价值量凸显","url":"https://stock-news.laohu8.com/highlight/detail?id=2589790878","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589790878?lang=zh_cn&edition=full","pubTime":"2025-12-07 16:53","pubTimestamp":1765097621,"startTime":"0","endTime":"0","summary":"下游高速光模块需求爆发,隔离器用量与价值量凸显海外巨头所需光模块正逐步向800G/1.6T放量切换,且硅光占比逐步提升,光隔离器用量与价值量凸显。需求爆发上游材料短缺格局下,光隔离器价值量凸显。该材料技术壁垒极高,生产由美国、日本少数厂商垄断,而高速光模块需求爆发,单模块隔离器用量随通道数增加,导致供需严重错配。","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/1378485.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":["002670","BK0276","BK0052"],"gpt_icon":0},{"id":"2589876113","title":"国盛证券:政策力推中长期资金入市 2026年建筑板块有望获险资增配","url":"https://stock-news.laohu8.com/highlight/detail?id=2589876113","media":"智通财经","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589876113?lang=zh_cn&edition=full","pubTime":"2025-12-07 15:10","pubTimestamp":1765091438,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国盛证券发布研报称,政策力推中长期资金入市,市场有望持续迎险资增量资金。国盛证券统计险资重仓持股数据,截至2025Q3险资重仓持股6514亿元,同增24.3%。国盛证券假设,2025-2026年我国险资运用余额均同增16.5%,对应规模分别为38.7/45.1万亿元。风险提示险资入市政策落地不及预期,保费收入下降,险资配置建筑板块比例下降,假设和测算误差风险等。","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/1378473.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01186","LU0762540952.USD","LU0831093199.SGD","BK0052","03311","BK1148","BK1565","BK1507","002670","BK0276","01800","BK1505"],"gpt_icon":0},{"id":"2589586258","title":"【券商聚焦】国盛证券首予乐舒适(02698)“买入”评级 指其成长动能充足","url":"https://stock-news.laohu8.com/highlight/detail?id=2589586258","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589586258?lang=zh_cn&edition=full","pubTime":"2025-12-05 15:47","pubTimestamp":1764920872,"startTime":"0","endTime":"0","summary":"该机构指,非洲卫生用品赛道呈现低渗透率、端成长性的特征。公司凭借其在非洲市场的长期布局和深耕,已成功跻身行业前列。公司在非洲婴儿纸尿裤和卫生巾市场销量均排名第一,市场份额分别为20.3%及15.6%。","market":"nz","thumbnail":"https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971013","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":["002670","02698"],"gpt_icon":0},{"id":"2588475084","title":"国盛证券:AI重塑美国煤炭市场 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