002670 国盛证券
已收盘 04-07 15:00:00
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国盛证券：维持敏实集团(00425)“买入”评级 电池盒放量助力海外业绩高增
智通财经 · 13:59
国盛证券：维持敏实集团(00425)“买入”评级 电池盒放量助力海外业绩高增
云南白药：4月1日召开业绩说明会，中信建投证券、国盛证券等多家机构参与
证券之星 · 04-02
云南白药：4月1日召开业绩说明会，中信建投证券、国盛证券等多家机构参与
国盛证券：鞋服2025年稳健增长 长期赛道投资价值高
智通财经 · 04-01
国盛证券：鞋服2025年稳健增长 长期赛道投资价值高
国盛证券：生猪全面步入亏损 大宗原料成本稳步抬升
智通财经 · 03-30
国盛证券：生猪全面步入亏损 大宗原料成本稳步抬升
国盛证券：小核酸药物迈向平台多维布局新纪元 国产企业开始在全球布局中占据主动权
智通财经网 · 03-26
国盛证券：小核酸药物迈向平台多维布局新纪元 国产企业开始在全球布局中占据主动权
国盛证券：AI驱动先进硅片需求高增 大硅片行业延续复苏势态
智通财经 · 03-25
国盛证券：AI驱动先进硅片需求高增 大硅片行业延续复苏势态
国盛证券（002670）披露修订公司章程及制定董事履职考核制度议案，3月20日股价下跌2.88%
证券之星 · 03-20
国盛证券（002670）披露修订公司章程及制定董事履职考核制度议案，3月20日股价下跌2.88%
国盛证券：全球流动性可能逐步收紧，警惕股票市场深度调整
链捕手 · 03-20
国盛证券：全球流动性可能逐步收紧，警惕股票市场深度调整
炬芯科技：3月10日接受机构调研，国盛证券、国联民生等多家机构参与
证券之星 · 03-19
炬芯科技：3月10日接受机构调研，国盛证券、国联民生等多家机构参与
国盛证券：液冷材料侧出现边际变化 TIM有望成为产业链技术升级弹性关键环节
智通财经 · 03-19
国盛证券：液冷材料侧出现边际变化 TIM有望成为产业链技术升级弹性关键环节
国盛证券：钢铁板块具备绝对收益的空间 政策亦有望带来超额收益
智通财经 · 03-17
国盛证券：钢铁板块具备绝对收益的空间 政策亦有望带来超额收益
国盛证券：油价上涨向PET加速传导 关注瓶片涨价及rPET新蓝图
智通财经 · 03-16
国盛证券：油价上涨向PET加速传导 关注瓶片涨价及rPET新蓝图
国盛证券：绿色能源成为破局数据中心高耗能关键 关注电算协同投资三主线
智通财经 · 03-16
国盛证券：绿色能源成为破局数据中心高耗能关键 关注电算协同投资三主线
国盛证券：管理能力打开“价”天花板 NAS为本地化AI Agent理想载体
智通财经 · 03-13
国盛证券：管理能力打开“价”天花板 NAS为本地化AI Agent理想载体
国盛证券：快递“反内卷”持续深化 行业格局持续改善
智通财经 · 03-12
国盛证券：快递“反内卷”持续深化 行业格局持续改善
敷尔佳：国盛证券股份有限公司、鑫元基金管理有限公司等多家机构于3月11日调研我司
证券之星 · 03-11
敷尔佳：国盛证券股份有限公司、鑫元基金管理有限公司等多家机构于3月11日调研我司
国盛证券：维持小鹏汽车-W“买入”评级 VLA2.0大模型大算力大数据均表现丝滑
智通财经 · 03-11
国盛证券：维持小鹏汽车-W“买入”评级 VLA2.0大模型大算力大数据均表现丝滑
3月9日国盛证券发布公告，股东减持1940.21万股
证券之星 · 03-09
3月9日国盛证券发布公告，股东减持1940.21万股
3月6日国盛证券现7笔大宗交易 机构净买入1664.57万元
证券之星 · 03-06
3月6日国盛证券现7笔大宗交易 机构净买入1664.57万元
国盛证券：维持统一企业中国(00220)“买入”评级 业绩增长稳健 股息优势突出
智通财经 · 03-06
国盛证券：维持统一企业中国(00220)“买入”评级 业绩增长稳健 股息优势突出
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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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电池盒放量助力海外业绩高增","url":"https://stock-news.laohu8.com/highlight/detail?id=2625987668","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625987668?lang=zh_cn&edition=full","pubTime":"2026-04-07 13:59","pubTimestamp":1775541544,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国盛证券发布研报称，敏实集团海外市场加速布局，电池盒等新产品处于上量阶段，预计2026-2028年归母净利润分别为32.3/37.5/43.5亿元，对应PE分别为11/10/8倍，维持“买入”评级。客户结构多元化拓展，公司在手订单充沛2025年公司在电池盒与车身底盘结构件业务上实现重大突破，拿下欧洲丰田和长城、吉利等中系客户结构件订单，分别取得奇瑞、长安、比亚迪电池盒订单。","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/1425397.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":"stock_zhitongcaijing","symbols":["00425","002670","159796"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624574949","title":"云南白药：4月1日召开业绩说明会，中信建投证券、国盛证券等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2624574949","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624574949?lang=zh_cn&edition=full","pubTime":"2026-04-02 16:55","pubTimestamp":1775120115,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年4月1日云南白药发布公告称公司于2026年4月1日召开业绩说明会，中信建投证券、国盛证券、光大证券、兴业证券、开源证券、国金证券、国联民生证券、中金公司、东方证券、东吴证券、广发证券、中信证券、投资者、东北证券、天风证券、浙商证券、华创证券、华泰证券、华安证券、国泰海通证券参与。","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/RB2026040200027858.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":["BK0175","BK0052","BK0239","BK0196","BK0028","LU1807302812.USD","LU1993786604.SGD","BK0188","BK0276","LU1960683339.HKD","06066","BK0012","BK1564","BK1147","002670","BK0187","BK0164","000538"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624665425","title":"国盛证券：鞋服2025年稳健增长 长期赛道投资价值高","url":"https://stock-news.laohu8.com/highlight/detail?id=2624665425","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624665425?lang=zh_cn&edition=full","pubTime":"2026-04-01 11:44","pubTimestamp":1775015087,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国盛证券发布研报称，截至2025年末各运动品牌渠道库销比基本在4-5个月左右，渠道库存质量健康。2026年以来随着公司推进春节假期营销和产品上新，该行判断Q1整体表现保持稳健增长态势。综合考虑基数因素及消费复苏节奏，该行预计2026年增速或呈现前低后高的趋势。","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/1423790.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","IE0008368742.USD","LU0048597586.USD","82020","IE00BQXX3D17.EUR","LU0541502299.USD","02020","LU0251143458.SGD","LU0572944931.SGD","LU1048588211.SGD","BK1589","LU1102505929.USD","IE00B031HY20.USD","02331","ANPDY","LU0048580855.USD","LU2008162690.USD","BK1502","IE00B031J352.USD","LU0052750758.USD","IE0031814852.USD","LU1880383366.USD","01368","LU0593848301.USD","LU0244354667.USD","LU2488822045.USD","LU0605514214.HKD","LU0320764599.SGD","LU0594300419.USD","01361","BK1500","82331","BK1168","LU2177674079.SGD","LU0261947096.USD","BK1583","LNNGY","BK1512","BK0052","BK1610","LU0708995583.HKD","LU0823426308.USD","LU0823426480.USD","LU1166156734.SGD","IE00BGV7N243.SGD","LU0702159699.USD","LU0650527681.SGD","LU0370786039.SGD","LU0541501648.USD","LU0327786744.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623391190","title":"国盛证券：生猪全面步入亏损 大宗原料成本稳步抬升","url":"https://stock-news.laohu8.com/highlight/detail?id=2623391190","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623391190?lang=zh_cn&edition=full","pubTime":"2026-03-30 14:51","pubTimestamp":1774853486,"startTime":"0","endTime":"0","summary":"国盛证券主要观点如下：生猪养殖月底全国瘦肉型肉猪出栏价跌至10元/kg下方，亏损程度加深。大宗农产品原油持续高位运行，预计带动生产成本上涨同时拉动需求扩张，影响程度排序为植物油类、橡胶为先，其次为白糖、玉米，粮食类小麦、稻谷为后。当前主要大宗农产品虽经历了部分上涨，定价仍未充分，基本面反应在后但有望跟随，关注植物油类、橡胶、白糖、玉米等相关对应标的。","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/1421654.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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622835739","title":"国盛证券：小核酸药物迈向平台多维布局新纪元 国产企业开始在全球布局中占据主动权","url":"https://stock-news.laohu8.com/highlight/detail?id=2622835739","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622835739?lang=zh_cn&edition=full","pubTime":"2026-03-26 14:06","pubTimestamp":1774505173,"startTime":"0","endTime":"0","summary":"国内企业凭借高效的临床开发效率和全面的管线布局，开始在全球小核酸药物布局中占据主动权。小核酸药物治疗突破不可成药限制，相较于小分子和抗体药物有给药周期长和安全性优势等差异化优势。方兴未艾：商业化与BD共舞正酣全球小核酸药物市场呈现强劲且持续的增长态势，从2019年的27亿美元增长到2024年的57亿美元，复合年增长率为16.2%。截至2025年底已有三款小核酸药物进入十亿美元销售行列。","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/1419370.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":"highlight_zhitongcaijin","symbols":["002670","BK0276","BK0052"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622399042","title":"国盛证券：AI驱动先进硅片需求高增 大硅片行业延续复苏势态","url":"https://stock-news.laohu8.com/highlight/detail?id=2622399042","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622399042?lang=zh_cn&edition=full","pubTime":"2026-03-25 13:58","pubTimestamp":1774418330,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国盛证券发布研报称，根据SUMCO测算，AI服务器对12英寸硅片的需求量是通用型服务器的3.8倍。国盛证券主要观点如下：AI驱动先进硅片需求高增，大硅片行业延续复苏势态硅片是芯片制造的地基，占晶圆制造材料比重达30%。此外目前DRAM供应已出现短缺，存储器厂商在需求增长节奏驱动下，已开始表现出保障未来硅片供应的意愿，公司预计未来AI相关硅片的出货量将大幅增长。","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/1418609.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","BK0276","002670"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620344227","title":"国盛证券（002670）披露修订公司章程及制定董事履职考核制度议案，3月20日股价下跌2.88%","url":"https://stock-news.laohu8.com/highlight/detail?id=2620344227","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620344227?lang=zh_cn&edition=full","pubTime":"2026-03-20 22:09","pubTimestamp":1774015756,"startTime":"0","endTime":"0","summary":"截至2026年3月20日收盘，国盛证券报收于14.51元，较前一交易日下跌2.88%，最新总市值为280.78亿元。近日，国盛证券发布《关于召开2026年第二次临时股东会的通知》，宣布将于2026年4月10日召开2026年第二次临时股东会，审议《关于修订〈公司章程〉的议案》和《关于制定〈董事履职考核与薪酬管理制度〉的议案》。修订公司章程事项需经出席会议股东所持表决权的三分之二以上通过，公司亦将对中小投资者表决单独计票并披露。","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/RB2026032000043019.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":["BK0052","BK0276","002670"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620517208","title":"国盛证券：全球流动性可能逐步收紧，警惕股票市场深度调整","url":"https://stock-news.laohu8.com/highlight/detail?id=2620517208","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620517208?lang=zh_cn&edition=full","pubTime":"2026-03-20 08:16","pubTimestamp":1773965805,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据金十报道，国盛证券研报称，美联储短期只能在不确定性上升的背景下强化观望立场，关注油价中枢变化及高油价持续时间。\n\n报告指出，伊朗局势已持续三周，且未见缓和迹象，预示原油、天然气等能源价格将持续高位，可能导致全球流动性逐步收紧，建议警惕股票市场深度调整的可能性。 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Securities、东吴证券、摩根士丹利参与。基于公司TS308X的I眼镜解决方案，已有INMO、Halliday、形意智能三家客户正式发布了三款I眼镜产品。目前基于TW609X、TS308X方案已有多家客户的多种形态I眼镜产品正在研发推进中，将陆续发布上市。该股最近90天内共有6家机构给出评级，买入评级5家，增持评级1家；过去90天内机构目标均价为85.96。","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/RB2026031900032047.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":["BK1147","BK0276","01456","BK1564","601456","002670","BK0214","BK0052","688049"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620243698","title":"国盛证券：液冷材料侧出现边际变化 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GPU/ASIC功耗提升至800W+，液态金属TIM在裸die芯片中加速验证并进入工程导入阶段。TIM正在从低价值辅材升级为影响散热效率上限的关键环节之一。","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/1415954.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":["BK4132","BK0052","002670","BK0276","TIMB","IE00B1B80R65.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620414682","title":"国盛证券：钢铁板块具备绝对收益的空间 政策亦有望带来超额收益","url":"https://stock-news.laohu8.com/highlight/detail?id=2620414682","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620414682?lang=zh_cn&edition=full","pubTime":"2026-03-17 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Agent理想载体，有望受益。","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/1413558.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","002670","BK0052"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618080249","title":"国盛证券：快递“反内卷”持续深化 行业格局持续改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2618080249","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618080249?lang=zh_cn&edition=full","pubTime":"2026-03-12 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09:56","pubTimestamp":1772762188,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国盛证券发布研报称，维持统一企业中国“买入”评级。业绩稳健，分红突出。国盛证券主要观点如下：近期事件公司发布2025年年报，2025年公司实现营业收入317.14亿元，同比+4.6%，归母净利润20.50亿元，同比+10.9%。公司2025年现金分红20.5亿，分红比例100.01%。食品业务坚持健康品质，业绩稳步增长。饮料业务行业竞争加剧，坚持长期品牌价值。风险提示行业竞争加剧;食品安全风险;需求不及预期。","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/1410798.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":"stock_zhitongcaijing","symbols":["002670","00220"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"ret":0,"serverTime":1775549022116,"stockEarnings":[{"period":"1week","weight":-0.0315},{"period":"1month","weight":-0.1179},{"period":"3month","weight":-0.1781},{"period":"6month","weight":-0.4314},{"period":"1year","weight":0.0663},{"period":"ytd","weight":-0.1781}],"compareEarnings":[{"period":"1week","weight":-0.0086},{"period":"1month","weight":-0.0496},{"period":"3month","weight":-0.0224},{"period":"6month","weight":-0.0007},{"period":"1year","weight":0.161},{"period":"ytd","weight":-0.0224}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"国盛证券股份有限公司","boardCode":"AI0067","boardName":"资本市场服务","stockholders":"93067人(较上一季度减少4.75%)","perCapita":"17442股","listingDate":"2012-04-16","address":"江西省南昌市西湖区云锦路1888号华侨城五期云域9栋1楼108室","registeredCapital":"193508万元","survey":" 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