002673 西部证券
已收盘 12-23 15:00:00
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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 · 12-23 13:42
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 · 12-22 15:20
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 · 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 · 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 · 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 · 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 · 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 · 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 · 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 · 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%
西部证券：2026年创新药行情将转变为“数据为王” 期待全球多中心临床实验数据读出催化
智通财经 · 12-11
西部证券：2026年创新药行情将转变为“数据为王” 期待全球多中心临床实验数据读出催化
【券商聚焦】西部证券维持易鑫集团(02858)“增持”评级 指其金融科技能力持续增强
金吾财讯 · 12-11
【券商聚焦】西部证券维持易鑫集团(02858)“增持”评级 指其金融科技能力持续增强
西部证券：风电行业维持高景气度 看好风机及零部件、双海投资机会
智通财经 · 12-11
西部证券：风电行业维持高景气度 看好风机及零部件、双海投资机会
阿拉丁：12月8日接受机构调研，西部证券、中国人保资产等多家机构参与
证券之星 · 12-10
阿拉丁：12月8日接受机构调研，西部证券、中国人保资产等多家机构参与
【券商聚焦】西部证券首予百奥赛图(02315)“买入”评级 后续分子进一步临床推进 平台价值有望进一步放大
金吾财讯 · 12-10
【券商聚焦】西部证券首予百奥赛图(02315)“买入”评级 后续分子进一步临床推进 平台价值有望进一步放大
西部证券：消费行业呈现底部特征 看好红利+优势全球资产及红利+修复
智通财经 · 12-10
西部证券：消费行业呈现底部特征 看好红利+优势全球资产及红利+修复
西部证券：保险将是产业结构转型中最具成长性方向 估值修复动能充足
智通财经 · 12-10
西部证券：保险将是产业结构转型中最具成长性方向 估值修复动能充足
西部证券：险资股票风险因子松绑 权益配置空间扩容
智通财经网 · 12-08
西部证券：险资股票风险因子松绑 权益配置空间扩容
精工科技：天风证券、西部证券等多家机构于12月4日调研我司
证券之星 · 12-05
精工科技：天风证券、西部证券等多家机构于12月4日调研我司
方盛制药：12月3日接受机构调研，西部证券参与
证券之星 · 12-05
方盛制药：12月3日接受机构调研，西部证券参与
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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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建议把握生猪养殖板块布局机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2593746941","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593746941?lang=zh_cn&edition=full","pubTime":"2025-12-23 13:42","pubTimestamp":1766468555,"startTime":"0","endTime":"0","summary":"建议把握生猪养殖板块布局机会，关注出栏增长确定性强、经营稳健的猪企。西部证券主要观点如下：上市猪企25年11月出栏量为1825.81万头，同比+26.67%，环比-2.96%头部企业中，牧原股份/温氏股份/新希望生猪出栏660.20/435.35/156.75万头，同比分别+11.80%/ +49.71%/+24.44%，环比-6.70%/+11.83%/-6.98%。上市猪企出栏量同比大涨，但受猪价低迷拖累，导致营收规模同比仅小增。三大头部猪企出栏均重环比均下降;牧原股份、新希望出栏体重同比小幅上升，温氏股份出栏体重同比降幅较大。","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/1384813.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["002673","BK0183","BK0188","BK0276","BK0028"],"gpt_icon":0},{"id":"2593104094","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2593104094","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593104094?lang=zh_cn&edition=full","pubTime":"2025-12-22 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":"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/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","BK0276","002673","BK0183","BK0028"],"gpt_icon":0},{"id":"2592992211","title":"西部证券2026年锂电策略：供需拐点已现 出海+固态共舞","url":"https://stock-news.laohu8.com/highlight/detail?id=2592992211","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592992211?lang=zh_cn&edition=full","pubTime":"2025-12-18 14:06","pubTimestamp":1766037994,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，西部证券发布研报称，国内独立储能经济性显现，需求超预期，欧美及新兴市场大储需求景气度旺盛，预计26年储能电池需求有望延续高增长。海外需求高景气，锂电出海大势所趋2026年海外动力电池需求增速迎接拐点，储能电池维持高需求景气，产能出海领先的锂电环节有望率先享受海外扩张红利。","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/1383012.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":["BK0188","BK0276","002673","BK0183","BK0028"],"gpt_icon":0},{"id":"2592995083","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2592995083","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592995083?lang=zh_cn&edition=full","pubTime":"2025-12-17 10:57","pubTimestamp":1765940268,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，西部证券发布研报称，展望2026年，重点聚焦AI算力供不应求和新技术演进，关注低轨卫星进入景气周期。火箭运力的突破是我国商业航天产业拐点和资本市场趋势形成的关键变量，低轨卫星互联网有望进入加速景气阶段。西部证券主要观点如下：AI算力AI算力迈入新阶段，2026年关注结构性新变化。","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/1382445.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","BK0183","BK0276","BK0188"],"gpt_icon":0},{"id":"2592326957","title":"西部证券：器械创新+出海双轮驱动 医疗消费反弹在即","url":"https://stock-news.laohu8.com/highlight/detail?id=2592326957","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592326957?lang=zh_cn&edition=full","pubTime":"2025-12-17 10:16","pubTimestamp":1765937772,"startTime":"0","endTime":"0","summary":"西部证券主要观点如下：医疗器械，看好国产设备出海、创新和国内设备以旧换新及招投标的恢复今年以来，多项政策颁布推动大规模设备更新和创新器械。该行认为以旧换新能够加速医疗设备下沉和医疗需求的释放，院内业务有望回暖，2025年高端医疗设备行业有望保持高景气。该行认为政策扶持基层医疗的背景下，随医保支付健全和群众支付能力提升，医疗消费仍有较大发展空间。","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/1382428.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":["BK0183","002673","BK0188","BK0028","BK0276","159891"],"gpt_icon":0},{"id":"2592954252","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2592954252","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592954252?lang=zh_cn&edition=full","pubTime":"2025-12-17 09:35","pubTimestamp":1765935333,"startTime":"0","endTime":"0","summary":"西部证券主要观点如下：从整车竞争来看，该行认为2026年以旧换新补贴不排除金额下降，同时叠加新能源车购置税补贴从10%降低至5%，市场竞争将会更加激烈。但新能源优质供给继续增加，该行依然看好新能源车渗透率继续提升。同时，该行认为2025年整车出口好于预期，新能源车出口高增，海外丰厚的利润也为国内车企的盈利提升提供动力。","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/1382405.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":["002673","BK0188","BK0276","BK0028","BK0183"],"gpt_icon":0},{"id":"2590677503","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2590677503","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590677503?lang=zh_cn&edition=full","pubTime":"2025-12-12 19:31","pubTimestamp":1765539106,"startTime":"0","endTime":"0","summary":"证券之星消息，2025年12月12日瑞联新材发布公告称西部证券、博时基金于2025年12月11日调研我司。整体而言板块毛利率相对稳健，公司盈利结构兼具稳定性与成长性。客户方面，公司已覆盖全球 5 家核心混晶厂商。瑞联新材主营业务：专用有机新材料的研发、生产和销售。该股最近90天内共有5家机构给出评级，买入评级5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/RB2025121200033520.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":["688550","BK0276","BK0183","BK0028","002673","BK0229","BK0188"],"gpt_icon":0},{"id":"2590524612","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2590524612","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590524612?lang=zh_cn&edition=full","pubTime":"2025-12-12 11:50","pubTimestamp":1765511409,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，西部证券发布研报称，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。西部证券主要观点如下：一、服务消费政策主要方向，餐饮有望重点受益消费提振重点明确，“服务消费”政策持续加码。日本餐饮板块估值溢价明显，个股涨幅与估值均有优异表现。","market":"sg","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/1380773.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":["BK0183","BK0188","002673","BK0028","BK0276"],"gpt_icon":0},{"id":"2590513063","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2590513063","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590513063?lang=zh_cn&edition=full","pubTime":"2025-12-11 20:31","pubTimestamp":1765456308,"startTime":"0","endTime":"0","summary":"证券之星消息，2025年12月11日东方钽业发布公告称公司于2025年12月11日组织现场参观活动，西部证券滕朱军、瀑布资管孙左军 王樊、西部利得管浩阳、金科投资张诚、真科投资曾维江 张聪参与。公司将在中国证监会同意注册后加快推进股份认购和发行等事宜。","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/RB2025121100037601.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":["BK0188","BK0233","BK0004","002673","BK0010","BK0028","BK0183","BK0081","BK0276","000962","BK0182"],"gpt_icon":0},{"id":"2590594538","title":"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%","url":"https://stock-news.laohu8.com/highlight/detail?id=2590594538","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590594538?lang=zh_cn&edition=full","pubTime":"2025-12-11 17:58","pubTimestamp":1765447119,"startTime":"0","endTime":"0","summary":"截至2025年12月11日收盘，西部证券报收于7.92元，较前一交易日下跌1.61%，最新总市值为353.99亿元。该股当日开盘8.05元，最高8.06元，最低7.91元，成交额达1.73亿元，换手率为0.53%。公司近日发布公告称，西部证券股份有限公司于2025年6月10日发行了2025年度第五期短期融资券，发行金额为人民币15亿元，票面利率为1.67%，发行期限为181天，兑付日为2025年12月9日。2025年12月9日，公司已兑付本期短期融资券本息合计人民币1,512,422,054.79元。","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/RB2025121100029465.shtml","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":"stockstar","symbols":["BK0028","002673","BK0183","BK0276","BK0188"],"gpt_icon":0},{"id":"2590560279","title":"西部证券：2026年创新药行情将转变为“数据为王” 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15:15","pubTimestamp":1765437350,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，西部证券发布研报称，展望2026年，创新药的行情将从“BD为王”转变为“数据为王”。临床数据中，全球多中心临床实验的数据读出，将是2026年的最值得期待的催化，该行相信2026依旧是创新药数据精彩纷呈的一年，也是投资创新药更有魅力的环节。BD方面，2025年中国药企license-out数量呈现快速增长趋势。","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/1380326.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":["BK1161","BK0188","BK1574","BK0183","06978","BK0276","BK0028","159992","002673"],"gpt_icon":0},{"id":"2590956277","title":"【券商聚焦】西部证券维持易鑫集团(02858)“增持”评级 指其金融科技能力持续增强","url":"https://stock-news.laohu8.com/highlight/detail?id=2590956277","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590956277?lang=zh_cn&edition=full","pubTime":"2025-12-11 14:44","pubTimestamp":1765435466,"startTime":"0","endTime":"0","summary":"续订协议下，精真估将继续为公司提供二手车估值及相关服务，公司将支付相应的服务费。3Q25易鑫集团合计实现汽车融资交易量23.5万笔，yoy+22.6%，超越市场增速；融资总额约212亿元。公司业务结构持续优化，金融科技能力持续增强，该机构看好公司凭借领先的金融科技能力实现份额和收入的进一步提升。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971387","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":["02858","002673","168701","399699"],"gpt_icon":0},{"id":"2590382564","title":"西部证券：风电行业维持高景气度 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