002673 西部证券
已收盘 02-06 15:00:00
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西部证券：维持西锐(02507)“买入”评级 关注后续产能订单释放
智通财经网 · 14:52
西部证券：维持西锐(02507)“买入”评级 关注后续产能订单释放
西部证券最新公告：当年累计新增借款超过上年末净资产的20%
证券之星 · 02-05 17:26
西部证券最新公告：当年累计新增借款超过上年末净资产的20%
西部证券：CDN需求有望高速增长 行业有望开启新一轮成长周期
智通财经网 · 02-03
西部证券：CDN需求有望高速增长 行业有望开启新一轮成长周期
西部证券：26年有望进入液冷产业化放量关键节点 建议关注CDU液冷泵以及冷水机组等
智通财经 · 02-02
西部证券：26年有望进入液冷产业化放量关键节点 建议关注CDU液冷泵以及冷水机组等
西部证券（002673）发布2026年度第一期短期融资券发行结果公告，1月30日股价下跌1.96%
证券之星 · 01-30
西部证券（002673）发布2026年度第一期短期融资券发行结果公告，1月30日股价下跌1.96%
西部利得汇和债券A基金经理变动：增聘张英为基金经理
中金财经 · 01-30
西部利得汇和债券A基金经理变动：增聘张英为基金经理
西部证券：2026年欧洲电动车市场迈入新阶段 推荐锂电产业链各环节出海受益核心标的
智通财经 · 01-29
西部证券：2026年欧洲电动车市场迈入新阶段 推荐锂电产业链各环节出海受益核心标的
君逸数码：1月28日接受机构调研，东北证券股份有限公司、西部证券股份有限公司参与
证券之星 · 01-29
君逸数码：1月28日接受机构调研，东北证券股份有限公司、西部证券股份有限公司参与
晶升股份：西部证券、山西证券等多家机构于1月25日调研我司
证券之星 · 01-27
晶升股份：西部证券、山西证券等多家机构于1月25日调研我司
西部证券：上调蜜雪集团(02097)至“买入”评级 品牌势能进军全球
智通财经 · 01-27
西部证券：上调蜜雪集团(02097)至“买入”评级 品牌势能进军全球
西部证券最新公告：公司向专业投资者公开发行公司债券获得中国证监会同意注册批复
证券之星 · 01-26
西部证券最新公告：公司向专业投资者公开发行公司债券获得中国证监会同意注册批复
西部证券：首次覆盖颐海国际予“买入”评级 股息回报具吸引力
智通财经 · 01-22
西部证券：首次覆盖颐海国际予“买入”评级 股息回报具吸引力
龙高股份：1月20日接受机构调研，西部证券、行必达(厦门)私募基金管理有限公司参与
证券之星 · 01-21
龙高股份：1月20日接受机构调研，西部证券、行必达(厦门)私募基金管理有限公司参与
西部证券：供需失衡驱动服务器CPU价格上涨 AI推理推升行业需求
智通财经 · 01-20
西部证券：供需失衡驱动服务器CPU价格上涨 AI推理推升行业需求
西部证券：从AIDC液冷看汽零投资新机会 技术领先公司有望在新领域实现突破
智通财经 · 01-19
西部证券：从AIDC液冷看汽零投资新机会 技术领先公司有望在新领域实现突破
西部证券（002673）3.6亿股限售股将于1月19日解禁，占总股本8.06%
证券之星 · 01-19
西部证券（002673）3.6亿股限售股将于1月19日解禁，占总股本8.06%
西部证券困局缠身：期货子公司高管离职，半年两撤营业部
市场资讯 · 01-18
西部证券困局缠身：期货子公司高管离职，半年两撤营业部
睿智医药：西部证券、灏霁资产等多家机构于1月15日调研我司
证券之星 · 01-16
睿智医药：西部证券、灏霁资产等多家机构于1月15日调研我司
佳驰科技：西部证券、建信养老金等多家机构于1月14日调研我司
证券之星 · 01-16
佳驰科技：西部证券、建信养老金等多家机构于1月14日调研我司
美信科技：西部证券投资者于1月14日调研我司
证券之星 · 01-15
美信科技：西部证券投资者于1月14日调研我司
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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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关注后续产能订单释放","url":"https://stock-news.laohu8.com/highlight/detail?id=2609524845","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609524845?lang=zh_cn&edition=full","pubTime":"2026-02-06 14:52","pubTimestamp":1770360752,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，西部证券发布研报称，长期行业竞争格局稳固，西锐品牌&制造端优势明显，份额优势有望持续维系，看好西锐长期稳健增长能力。与此同时，公司边际上正逐步推进产能扩张，以及服务网络建设，伴随未来交付能力&产品矩阵丰富度提升，业绩端有望实现加速，预计25/26/27公司分别实现净利润1.6/1.9/2.4亿美元，对应PE18.4/15.3/12.4X，看好后续估值持续修复，维持“买入”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://www.zhitongcaijing.com/content/detail/1402475.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":["002673","02507"],"gpt_icon":0},{"id":"2609532043","title":"西部证券最新公告：当年累计新增借款超过上年末净资产的20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2609532043","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609532043?lang=zh_cn&edition=full","pubTime":"2026-02-05 17:26","pubTimestamp":1770283573,"startTime":"0","endTime":"0","summary":"西部证券(002673.SZ)公告称，截至2026年1月31日，公司借款余额为540.02亿元，累计新增借款80.66亿元，累计新增借款占上年末净资产比例为25.2%，超过20%。目前所有债务均按时还本付息，上述新增借款事项不会对公司经营情况和偿债能力产生不利影响。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/RB2026020500027946.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":["BK0188","BK0028","002673","BK0183","BK0276"],"gpt_icon":0},{"id":"2608224829","title":"西部证券：CDN需求有望高速增长 行业有望开启新一轮成长周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2608224829","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608224829?lang=zh_cn&edition=full","pubTime":"2026-02-03 16:40","pubTimestamp":1770108019,"startTime":"0","endTime":"0","summary":"Agent在高频调取环节或依赖于CDN提供的低延迟、高并发分发能力。","market":"sh","thumbnail":"https://img.zhitongcaijing.com/image/20260203/20260203162935_94070.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260203/20260203162935_94070.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1401031.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":["BK0183","BK0276","BK0188","002673","BK0028"],"gpt_icon":0},{"id":"2608383749","title":"西部证券：26年有望进入液冷产业化放量关键节点 建议关注CDU液冷泵以及冷水机组等","url":"https://stock-news.laohu8.com/highlight/detail?id=2608383749","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608383749?lang=zh_cn&edition=full","pubTime":"2026-02-02 14:10","pubTimestamp":1770012642,"startTime":"0","endTime":"0","summary":"随着芯片功率逐渐突破风冷极限，及英伟达/ASIC高功率芯片逐步出货，该行认为2026年有望进入液冷产业化放量的关键节点，建议关注CDU液冷泵以及冷水机组等关键环节。西部证券主要观点如下：CDU液冷泵作为二次侧核心部件，有望受益AI数据中心建设加速CDU液冷泵具有调节冷却液流量及调节压力的核心作用，作为液冷系统的“心脏”，水泵通过精密设计的流体动力学机制驱动冷却液在封闭管路中强制对流，构建起高效热交换循环体系。","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/1400474.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":"2607704929","title":"西部证券（002673）发布2026年度第一期短期融资券发行结果公告，1月30日股价下跌1.96%","url":"https://stock-news.laohu8.com/highlight/detail?id=2607704929","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607704929?lang=zh_cn&edition=full","pubTime":"2026-01-30 22:17","pubTimestamp":1769782653,"startTime":"0","endTime":"0","summary":"截至2026年1月30日收盘，西部证券报收于8.01元，较前一交易日下跌1.96%，最新总市值为358.01亿元。该股当日开盘8.16元，最高8.18元，最低7.98元，成交额达4.13亿元，换手率为1.15%。近日，西部证券发布《2026年度第一期短期融资券发行结果公告》。本期短期融资券简称“26西部证券CP001”，代码072610029，期限225天，起息日为2026年1月29日，兑付日为2026年9月11日。计划发行总额和实际发行总额均为10亿元人民币，发行价格为100元/张，票面利率为1.68%。","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/RB2026013000047149.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":["BK0183","BK0028","002673","BK0276","BK0188"],"gpt_icon":0},{"id":"2607661520","title":"西部利得汇和债券A基金经理变动：增聘张英为基金经理","url":"https://stock-news.laohu8.com/highlight/detail?id=2607661520","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607661520?lang=zh_cn&edition=full","pubTime":"2026-01-30 09:43","pubTimestamp":1769737381,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年1月30日，西部利得汇和债券发布公告，增聘张英为基金经理，任职日期自2026年1月30日起，变更后西部利得汇和债券的基金经理为董伟炜,张英。截止2026年1月23日，西部利得汇和债券净值为0.9999，较上一日下跌0.01%。于2018年9月加入西部利得基金管理有限公司，现任机构部联席总经理、基金经理。自2019年8月起担任西部利得天添金货币市场证券投资基金的基金经理。任西部利得聚享一年定期开放债券型证券投资基金基金经理。","market":"sh","thumbnail":" http://caiji.3g.cnfol.com/colect/202601/30/20260130530607.png","type":0,"news_type":0,"thumbnails":[" 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11:30","pubTimestamp":1769657452,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，西部证券发布研报称，2025年欧洲强车型周期+中性政策周期步入电动车销量快速修复阶段;2026年补贴政策加持+产品周期共振，电动车渗透率有望达35%。中国锂电产业链抓取欧洲市场崛起机遇，实现竞争格局的巩固与突破。推荐锂电产业链各环节出海受益核心标的。西部证券主要观点如下：供给侧2025年欧系车企聚焦3万欧元以下价格带激活消费潜力。2026年入门级车型焕新提速，中高端产品供给提量。","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/1398997.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","BK0276","BK0188","BK0183","BK0028"],"gpt_icon":0},{"id":"2607472704","title":"君逸数码：1月28日接受机构调研，东北证券股份有限公司、西部证券股份有限公司参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2607472704","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2607472704?lang=zh_cn&edition=full","pubTime":"2026-01-29 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AI推理推升行业需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2604500160","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604500160?lang=zh_cn&edition=full","pubTime":"2026-01-20 15:43","pubTimestamp":1768895034,"startTime":"0","endTime":"0","summary":"西部证券主要观点如下：Intel和AMD上调服务器CPU价格根据KeyBanc的数据，Intel与AMD为应对供需失衡并确保后续供应稳定，计划将服务器CPU价格上调10%-15%。数据中心服务器CPU需求增加，导致供需关系出现不平衡，从而推动价格上升生成式AI浪潮持续演进，AI服务器采购额不断上升，部分挤占了通用服务器的采购预算。投资建议西部证券认为，在服务器CPU在数据中心架构升级，以及AI推理算力需求持续增加的背景下，需求端有望出现持续性增长。","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/1395002.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","BK0276","BK0028","BK0188"],"gpt_icon":0},{"id":"2604909576","title":"西部证券：从AIDC液冷看汽零投资新机会 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15:44","pubTimestamp":1768722240,"startTime":"0","endTime":"0","summary":" 2026年初，西部证券接连发布人事和业务调整公告，先是发布了关于核心子公司西部期货总经理辞职公告，紧接着又对外宣布撤销旗下区域营业部的分支机构，原因是为推动西部证券股份财富管理业务转型与快速发展，提高分支机构运营效率。 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