002673 西部证券
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西部证券：把握消费行业底部机会 重视“红利+”配置方向
智通财经 · 10:41
西部证券：把握消费行业底部机会 重视“红利+”配置方向
德赛西威：1月7日接受机构调研，泰康资管、西部证券等多家机构参与
证券之星 · 09:08
德赛西威：1月7日接受机构调研，泰康资管、西部证券等多家机构参与
西部证券：长丝链景气度上行 2026年供需格局改善盈利有望增长
智通财经 · 01-09
西部证券：长丝链景气度上行 2026年供需格局改善盈利有望增长
西部证券：核聚变工程可行性验证提速 板块投资机会值得重视
智通财经 · 01-09
西部证券：核聚变工程可行性验证提速 板块投资机会值得重视
西部证券：首予奇瑞汽车(09973)“买入”评级 先发优势助力出海领先
智通财经 · 01-09
西部证券：首予奇瑞汽车(09973)“买入”评级 先发优势助力出海领先
西部证券最新公告：决定撤销渭南东风街第二证券营业部
证券之星 · 01-08
西部证券最新公告：决定撤销渭南东风街第二证券营业部
大麦娱乐午前涨近5% 西部证券首予公司“买入”评级
金融界 · 2025-12-30
大麦娱乐午前涨近5% 西部证券首予公司“买入”评级
能辉科技：西部证券投资者于12月26日调研我司
证券之星 · 2025-12-29
能辉科技：西部证券投资者于12月26日调研我司
云天励飞：新华资产、西部证券自营等多家机构于12月19日调研我司
证券之星 · 2025-12-24
云天励飞：新华资产、西部证券自营等多家机构于12月19日调研我司
西部证券：IVD国内短期承压 头部企业积极出海
智通财经 · 2025-12-24
西部证券：IVD国内短期承压 头部企业积极出海
西部证券：猪价持续低迷 建议把握生猪养殖板块布局机会
智通财经 · 2025-12-23
西部证券：猪价持续低迷 建议把握生猪养殖板块布局机会
西部证券：2026年机柜液冷或放量加速 超节点打开国内液冷市场空间
智通财经 · 2025-12-22
西部证券：2026年机柜液冷或放量加速 超节点打开国内液冷市场空间
西部证券2026年锂电策略：供需拐点已现 出海+固态共舞
智通财经网 · 2025-12-18
西部证券2026年锂电策略：供需拐点已现 出海+固态共舞
西部证券：聚焦AI算力供不应求和新技术演进 低轨卫星进入景气周期
智通财经 · 2025-12-17
西部证券：聚焦AI算力供不应求和新技术演进 低轨卫星进入景气周期
西部证券：器械创新+出海双轮驱动 医疗消费反弹在即
智通财经 · 2025-12-17
西部证券：器械创新+出海双轮驱动 医疗消费反弹在即
西部证券：出口+泛AI业务推动汽车行业稳健发展 海外销量增长能够维持
智通财经 · 2025-12-17
西部证券：出口+泛AI业务推动汽车行业稳健发展 海外销量增长能够维持
瑞联新材：西部证券、博时基金等多家机构于12月11日调研我司
证券之星 · 2025-12-12
瑞联新材：西部证券、博时基金等多家机构于12月11日调研我司
西部证券：推荐餐饮业短期扩张与长期稳健低估标的 关注经营改善与扩张期高估标的
智通财经网 · 2025-12-12
西部证券：推荐餐饮业短期扩张与长期稳健低估标的 关注经营改善与扩张期高估标的
东方钽业：12月11日组织现场参观活动，西部证券、瀑布资管等多家机构参与
证券之星 · 2025-12-11
东方钽业：12月11日组织现场参观活动，西部证券、瀑布资管等多家机构参与
西部证券（002673）披露2025年度第五期短期融资券兑付完成公告，12月11日股价下跌1.61%
证券之星 · 2025-12-11
西部证券（002673）披露2025年度第五期短期融资券兑付完成公告，12月11日股价下跌1.61%
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公司概况
公司名称：
西部证券股份有限公司
所属行业：
资本市场服务
上市日期：
2012-05-03
主营业务：
西部证券股份有限公司的主营业务是证券经纪业务、证券自营业务、客户资产管理业务、投资银行业务、融资融券业务、研发业务、期货业务、固定收益业务、场外市场业务等。公司的主要产品是证券经纪业务、证券自营业务、客户资产管理业务、投资银行业务、融资融券业务、研发业务、期货业务、固定收益业务、场外市场业务等服务。
发行价格：
8.70
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重视“红利+”配置方向","url":"https://stock-news.laohu8.com/highlight/detail?id=2602562959","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602562959?lang=zh_cn&edition=full","pubTime":"2026-01-12 10:41","pubTimestamp":1768185702,"startTime":"0","endTime":"0","summary":"红利+边际修复标的高端消费在需求端有改善、部分大众消费品在格局或者公司治理上有所改善，现阶段产业基本面积极信号增多，公司也愈发注重分红回购，同时理性背景下行业竞争格局有所改善，有望持续带动板块估值修复。","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/1391440.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":["BK0188","002673","BK0276","BK0183","BK0028"],"gpt_icon":0},{"id":"2602569520","title":"德赛西威：1月7日接受机构调研，泰康资管、西部证券等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2602569520","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602569520?lang=zh_cn&edition=full","pubTime":"2026-01-12 09:08","pubTimestamp":1768180113,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年1月9日德赛西威发布公告称公司于2026年1月7日接受机构调研，泰康资管倪辰晖、西部证券齐天翔 庄恬心 张旭欣、平安资产樊建岐 张昕洁、台州金控陈俊伍 徐嘉威、国信证券唐旭霞 杨钐、招商基金张香滢 吴潇 李崟 杨成 杨鹏 张松 蔡文涛、上投摩根臧云飞参与。","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/RB2026011200002208.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":["BK0276","BK0183","002673","BK0028","BK0188","002920","BK0264"],"gpt_icon":0},{"id":"2602344721","title":"西部证券：长丝链景气度上行 2026年供需格局改善盈利有望增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2602344721","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602344721?lang=zh_cn&edition=full","pubTime":"2026-01-09 14:07","pubTimestamp":1767938879,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，西部证券发布研报称，2025年长丝链景气度上行，据百川盈孚，2025年PX/PTA/长丝开工率为84%/76%/89%，同比变化+1.4/-3.1/2.7pcts；PTA和长丝行业集中度较高，PTA/长丝CR8集中度为62.43%/68.58%。PX/PTA/长丝新增产能放缓，2026年PX/PTA/长丝预计投产500/0/315万吨。2025年10月工业信息部召开PTA反内卷行业座谈会，预计2026年在行业供需格局改善的情况，反内卷有望带动PTA和长丝的盈利实现增长。","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/1390821.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":["002673","BK0028","BK0188","BK0276","BK0183"],"gpt_icon":0},{"id":"2602434178","title":"西部证券：核聚变工程可行性验证提速 板块投资机会值得重视","url":"https://stock-news.laohu8.com/highlight/detail?id=2602434178","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602434178?lang=zh_cn&edition=full","pubTime":"2026-01-09 13:48","pubTimestamp":1767937680,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，西部证券发布研报称，全球主要经济体均战略重视核聚变前景并围绕政策、资金等方面进行支持，呵护产业化进程提速。此为全球首次由一家商业公司研发建造的核聚变装置成功实现百秒量级的等离子体电流长脉冲运行，对洪荒70可靠长脉冲运行及高温超导托卡马克的工程可靠性及运行稳定性形成有力印证。BEST等代表性装置处于规划/在建状态，招标接续推出，核聚变产业接续发展，板块投资机会值得重视。","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/1390813.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":["002673","BK0188","BK0276","BK0028","BK0183"],"gpt_icon":0},{"id":"2602310860","title":"西部证券：首予奇瑞汽车(09973)“买入”评级 先发优势助力出海领先","url":"https://stock-news.laohu8.com/highlight/detail?id=2602310860","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602310860?lang=zh_cn&edition=full","pubTime":"2026-01-09 09:34","pubTimestamp":1767922499,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，西部证券发布研报称，首次覆盖，给予奇瑞汽车“买入”评级，奇瑞汽车在海外先发优势显著，预计随着新能源车加速出海以及新市场不断拓展，海外销量收入有望保持增长;国内在风云、iCAR等新车型推动下，新能源转型有望步入快车道。","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/1390722.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":["002673","09973"],"gpt_icon":0},{"id":"2601352209","title":"西部证券最新公告：决定撤销渭南东风街第二证券营业部","url":"https://stock-news.laohu8.com/highlight/detail?id=2601352209","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601352209?lang=zh_cn&edition=full","pubTime":"2026-01-08 17:27","pubTimestamp":1767864469,"startTime":"0","endTime":"0","summary":"西部证券(002673.SZ)公告称，为推动公司财富管理业务转型与快速发展，提高分支机构运营效率，公司决定撤销渭南东风街第二证券营业部。公司将按照相关要求，妥善处理客户资产、结清证券业务并终止营业活动、办理工商注销等相关手续，并向上述证券营业部所在地中国证券监督管理委员会派出机构备案。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/RB2026010800027573.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":["002673","BK0028","161027","BK0183","BK0276","BK0188"],"gpt_icon":0},{"id":"2595769824","title":"大麦娱乐午前涨近5% 西部证券首予公司“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2595769824","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595769824?lang=zh_cn&edition=full","pubTime":"2025-12-30 13:35","pubTimestamp":1767072949,"startTime":"0","endTime":"0","summary":"大麦娱乐午前股价上涨4.65%，现报0.90港元，成交额4513.51万港元。西部证券发表研究报告指，大麦娱乐卡位演出与IP衍生双高景气赛道，看好现场娱乐高景气的持续性，需求端，悦己与社会需求共振，多次观演比例提升。另外，票务业务贡献稳健基本盘，而阿里鱼亦可望提供业绩弹性，充分受益于线下娱乐消费的持续复苏与结构升级。该行预计大麦娱乐2026至28财年的经调整纯利分别为10.6亿、13.54亿及15.77亿元人民币，首予公司“买入”评级。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://hk.jrj.com.cn/2025/12/30133554837677.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":"jinrongjie_stock","symbols":["01060","002673"],"gpt_icon":0},{"id":"2595085412","title":"能辉科技：西部证券投资者于12月26日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2595085412","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595085412?lang=zh_cn&edition=full","pubTime":"2025-12-29 10:01","pubTimestamp":1766973667,"startTime":"0","endTime":"0","summary":"证券之星消息，2025年12月28日能辉科技发布公告称西部证券杨敬梅 章启耀于2025年12月26日调研我司。能辉科技2025年三季报显示，前三季度公司主营收入10.18亿元，同比上升14.03%；归母净利润2333.98万元，同比下降54.52%；扣非净利润2144.07万元，同比下降56.51%；其中2025年第三季度，公司单季度主营收入1.19亿元，同比下降56.17%；单季度归母净利润-543.49万元，同比下降127.82%；单季度扣非净利润-629.16万元，同比下降133.15%；负债率54.28%，投资收益249.91万元，财务费用1001.65万元，毛利率13.17%。","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/RB2025122900005140.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":["BK0221","BK0276","BK0028","002673","BK0188","BK0183","301046"],"gpt_icon":0},{"id":"2593475559","title":"云天励飞：新华资产、西部证券自营等多家机构于12月19日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2593475559","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593475559?lang=zh_cn&edition=full","pubTime":"2025-12-24 17:46","pubTimestamp":1766569575,"startTime":"0","endTime":"0","summary":"证券之星消息，2025年12月24日云天励飞发布公告称新华资产、西部证券自营、长见投资、上海中域资产、世诚投资、明德蓝鹰投资、昂岳基金、东方证券、华福证券于2025年12月19日调研我司。深圳市噜咔博士科技有限公司，是云天励飞公司全资子公司。自有品牌“噜咔博士”于2024年底发布首款产品噜咔博士I拍学机，搭载自研的“云天天书”多模态大模型。该股最近90天内共有1家机构给出评级，买入评级1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/RB2025122400028715.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","002673","688343","BK0188","BK0231","91213","BK0028","BK0276"],"gpt_icon":0},{"id":"2593762424","title":"西部证券：IVD国内短期承压 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14:57","pubTimestamp":1766559436,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，西部证券发布研报称，全球体外诊断市场规模呈增长趋势，预测由2018年667亿美元增长至2030年1,861亿美元，年均复合增长率为8.9%。根据Eshare医械汇测算，2021年-2023年，我国免疫诊断的市场规模由373亿元增长至503亿元，期间年复合增长率为16.13%，处于快速增长阶段。根据弗若斯特沙利文报告，中国病原微生物诊断市场规模预测从2018年168.2亿元增长至2030年902.7亿元，CAGR为15.0%。","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/1385405.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","BK0028","BK0276","002673","BK0183"],"gpt_icon":0},{"id":"2593746941","title":"西部证券：猪价持续低迷 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15:20","pubTimestamp":1766388024,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，西部证券发布研报称，2025年英伟达GTC大会上据黄仁勋披露，截至2026年的未来5个季度，Blackwell和Rubin的订单约为1400万颗GPU，估算2026年英伟达机柜液冷市场规模保守/乐观约69/97亿美元。2026年国产芯片出货有望保持高增，叠加AI超节点整机出货形式采用率的快速提升，将给国内液冷市场带来高增机遇。","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/1384346.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":["BK0188","BK0028","BK0276","BK0183","002673"],"gpt_icon":0},{"id":"2592992211","title":"西部证券2026年锂电策略：供需拐点已现 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