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03908 中金公司
圣诞节休市 12-24 12:08:24
20.100
-0.300
-1.47%
最高
20.440
最低
20.000
成交量
1,115万
今开
20.400
昨收
20.400
日振幅
2.16%
总市值
970.23亿
流通市值
382.65亿
总股本
48.27亿
成交额
2.25亿
换手率
0.59%
流通股本
19.04亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
中金公司:基建投资将是稳增长重要手段 围绕四条主线积极布局
中证金牛座 · 08:51
中金公司:基建投资将是稳增长重要手段 围绕四条主线积极布局
【券商聚焦】中金:美联储1月将按兵不动 下一次降息或在3月
金吾财讯 · 12-24 20:50
【券商聚焦】中金:美联储1月将按兵不动 下一次降息或在3月
独家|被中金合并的东兴证券提前精简规模,保代持续优化
证券市场周刊市... · 12-24 20:22
独家|被中金合并的东兴证券提前精简规模,保代持续优化
易方达基金增持中金公司(03908)1679.56万股 每股作价约19.61港元
智通财经 · 12-24 20:19
易方达基金增持中金公司(03908)1679.56万股 每股作价约19.61港元
中金资本合作设立中国可再生能源基础设施美元基金,助力苹果公司产业链碳中和目标
中金资本CICCca... · 12-24 19:47
中金资本合作设立中国可再生能源基础设施美元基金,助力苹果公司产业链碳中和目标
博迈医疗创业板IPO已受理 2024年在中国冠状动脉球囊扩张导管市场排名第四位
智通财经网 · 12-24 19:14
博迈医疗创业板IPO已受理 2024年在中国冠状动脉球囊扩张导管市场排名第四位
中金公司达成银行间科创CDS指数上市首日交易
新浪财经 · 12-24 19:00
中金公司达成银行间科创CDS指数上市首日交易
潍柴雷沃申请港股上市,聚焦智慧农业
农机360网 · 12-24 17:56
潍柴雷沃申请港股上市,聚焦智慧农业
中金公司于私有化期间买卖新奥能源股份 涉资逾30万元
金吾财讯 · 12-24 17:10
中金公司于私有化期间买卖新奥能源股份 涉资逾30万元
每日卖空追踪 | 中金公司 12月24日卖空量成交121.6万股,卖空比例为10.91%
市场透视 · 12-24 16:30
每日卖空追踪 | 中金公司 12月24日卖空量成交121.6万股,卖空比例为10.91%
山东高速将成为中金公司股东
国企研究 · 12-24 10:58
山东高速将成为中金公司股东
【券商聚焦】中金公司:料光伏头部企业利润率中枢有望上浮 而二线以下企业利润存在继续下探的风险
金吾财讯 · 12-24 10:10
【券商聚焦】中金公司:料光伏头部企业利润率中枢有望上浮 而二线以下企业利润存在继续下探的风险
【券商聚焦】中金公司:家纺行业线下渠道库存调整接近尾声 预计有望为新一轮增长提供支撑
金吾财讯 · 12-24 09:56
【券商聚焦】中金公司:家纺行业线下渠道库存调整接近尾声 预计有望为新一轮增长提供支撑
【券商聚焦】国泰海通:看好券商由投资端改革带来的估值和业绩双升的机会
金吾财讯 · 12-24 08:57
【券商聚焦】国泰海通:看好券商由投资端改革带来的估值和业绩双升的机会
中金公司:家纺行业增长转向日常需求,新旧品牌共促创新
和讯网 · 12-24 08:53
中金公司:家纺行业增长转向日常需求,新旧品牌共促创新
北新建材:中金公司、中信资管等多家机构于12月23日调研我司
证券之星 · 12-23 20:02
北新建材:中金公司、中信资管等多家机构于12月23日调研我司
【券商聚焦】中金公司对基础材料的2026年展望:供给优化持续,结构升级为王
金吾财讯 · 12-23 09:02
【券商聚焦】中金公司对基础材料的2026年展望:供给优化持续,结构升级为王
昊创瑞通:12月19日接受机构调研,信达证券、中金公司参与
证券之星 · 12-22 19:30
昊创瑞通:12月19日接受机构调研,信达证券、中金公司参与
温氏股份:12月18日进行路演,中金公司、Lazard AMC等多家机构参与
证券之星 · 12-22 19:01
温氏股份:12月18日进行路演,中金公司、Lazard AMC等多家机构参与
中铁十五局持有型不动产ABS已更新为“已通过” 发行金额4亿元
观点新媒体 · 12-22 18:41
中铁十五局持有型不动产ABS已更新为“已通过” 发行金额4亿元
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公司概况
公司名称:
中金公司
所属市场:
SEHK
上市日期:
--
主营业务:
中国国际金融股份有限公司是一家主要为境内外企业、机构及个人提供投资银行服务的中国公司。该公司主要通过六个业务部门运营。投资银行部门主要为企业和机构提供股权融资、债务及结构化融资和财务顾问等服务。股票部门主要为专业投资者提供股票业务综合金融服务。固定收益部门主要提供利率和外汇、信用业务、证券化业务、衍生品及期货业务。投资管理部门主要从事资产管理业务、基金管理业务及私募股权投资基金业务。财富管理部门主要提供财富管理产品及服务。研究业务部门主要为客户提供研究服务。
发行价格:
--
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19:47","pubTimestamp":1766576867,"startTime":"0","endTime":"0","summary":"为促进国际及民营资本支持“十五五”时期新型能源体系初步建成的目标,中金资本及华能投资联合发起China Renewable Power Infrastructure LPF,并已于今年年中完成基金首次关账。该基金具有实现财务回报及绿色权益的双重目标,旨在为中国可再生能源项目提供资金支持,包括处于早期开发阶段的项目。中金资本简介中金资本是中国国际金融股份有限公司的私募投资基金业务运营平台,管理中金公司境内外私募投资基金业务,已发展成为中国领先的私募投资管理机构之一。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251224213352a47396da&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:56","pubTimestamp":1766570170,"startTime":"0","endTime":"0","summary":"12月22日,潍柴雷沃智慧农业科技股份有限公司正式向港交所递交上市申请,中金公司担任独家保荐人。潍柴雷沃成立于2004年,总部位于山东潍坊,是中国领先的智慧农业整体解决方案服务商。此前,潍柴雷沃曾计划在深交所创业板上市,拟募资50亿元,但于2024年5月主动撤回申请。潍柴雷沃希望通过港股平台,进一步推动技术升级和全球化布局,巩固其在中国农业装备行业的领先地位。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251224181816a472e4fd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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根据香港《公司收购及合并守则》第22条,新奥能源于2025年12月24日披露一份权益变动公告。其二为出售500股普通股,总所得为1.051万元人民币,每股最高及最低出售价分别为21.34元及20.67元。该出售是由于非主动客户要求赎回原有指数追踪ETF而处置所获的标的股份。公告强调,上述交易发生于新奥能源通过协议安排方式进行私有化期间。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251224172210a472b4d6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12月24日卖空量成交121.6万股,卖空比例为10.91%","url":"https://stock-news.laohu8.com/highlight/detail?id=2594940185","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594940185?lang=zh_cn&edition=full","pubTime":"2025-12-24 16:30","pubTimestamp":1766565033,"startTime":"0","endTime":"0","summary":"中金公司北京时间12月24日,跌1.47%,卖空量成交121.6万股,较上一交易日增加16.88%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251224163545a6c986ce&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251224163545a6c986ce&s=b","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":"tencent","symbols":["BK1564","BK1516","BK1147","03908","LU0359201612.USD","SG9999002828.SGD","LU0359201885.HKD","LU0359202008.SGD","LU1023057109.AUD","BK1501"],"gpt_icon":0},{"id":"2593142713","title":"山东高速将成为中金公司股东","url":"https://stock-news.laohu8.com/highlight/detail?id=2593142713","media":"国企研究","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593142713?lang=zh_cn&edition=full","pubTime":"2025-12-24 10:58","pubTimestamp":1766545096,"startTime":"0","endTime":"0","summary":"在中金公司换股吸收合并东兴证券的预案披露次日,山东高速股份有限公司于12月18日发布公告称,为客观、公正反映公司财务状况及资产价值,拟在2025年度对联营企业东兴证券的长期股权投资计提减值准备约6.9亿元。回溯双方渊源,山东高速持股东兴证券已达9年。2021年至2022年期间,山东高速经历减持后又增持至原有股份数量,此后直接持股比例稳定在3.71%,现为东兴证券第三大股东。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251224120611a6c89ad0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251224120611a6c89ad0&s=b","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":"tencent","symbols":["LU1023057109.AUD","BK1564","LU0359201885.HKD","LU0359202008.SGD","BK1501","LU0359201612.USD","BK1147","BK1516","03908","SG9999002828.SGD"],"gpt_icon":0},{"id":"2593409634","title":"【券商聚焦】中金公司:料光伏头部企业利润率中枢有望上浮 而二线以下企业利润存在继续下探的风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2593409634","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593409634?lang=zh_cn&edition=full","pubTime":"2025-12-24 10:10","pubTimestamp":1766542222,"startTime":"0","endTime":"0","summary":"利润方面,我们认为头部企业利润率中枢有望上浮,而二线以下企业利润存在继续下探的风险。国内方面,我们认为明年龙头玻璃企业国内盈利较今年有所改善;同时,二线头部以下玻璃企业难以通过低于行业均价的售价来增加玻璃销量,利润转化困难。头部企业可以通过增加海外出货占比提升综合利润率。而国内二线中部及以下企业大多数没有海外客户基础,难以通过出口产品获取更高的利润从而改善生存状态。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1972160","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":["03800","BK1509","LU0455707207.USD","LU1064131003.USD","BK1500","BK0276","BK1501","LU0051755006.USD","BK1589","00868","LU0456827905.SGD","LU0502904849.HKD","LU1580142542.USD","BK1564","LU1655091616.SGD","IE0008368742.USD","LU0269904917.USD","601995","LU0828238088.HKD","LU0572944931.SGD","03908","03606","BK1148","LU1508157978.USD","BK1610","00968","LU1781817850.SGD","LU0972618739.USD","LU1983299162.USD","LU0509642566.USD","IE0008369823.USD","06865","BK1583","BK1169","BK1516","LU0327786744.USD","LU2242644610.SGD","SG9999014674.SGD","LU2148510915.USD","BK1144","IE00BZ08YS42.EUR","LU1064130708.USD","IE00BZ08YT58.USD","IE00BZ08YR35.GBP","01799","BK1594","BK1554","IE0034224299.USD","LU0359202008.SGD","SG9999002828.SGD"],"gpt_icon":0},{"id":"2593440844","title":"【券商聚焦】中金公司:家纺行业线下渠道库存调整接近尾声 预计有望为新一轮增长提供支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2593440844","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593440844?lang=zh_cn&edition=full","pubTime":"2025-12-24 09:56","pubTimestamp":1766541411,"startTime":"0","endTime":"0","summary":"中国家纺行业已进入平稳增长阶段,根据Euromonitor,2024年市场规模约3,279亿元,我们预计未来维持低单位数增长。线上渠道占比快速提升叠加消费者愈发重视睡眠健康,孕育行业新机会。电商销售占比从2019年的14%升至2024年的34%,成为重要增长极。同时,家纺行业线下渠道库存调整接近尾声,我们预计有望为新一轮增长提供支撑。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1972159","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":null,"symbols":["BK1147","03908","LU0326950275.SGD","LU0650527681.SGD","BK1516","SG9999002828.SGD","03306","BK1589","BK1168","LU0463099449.HKD","02020","LU1102505929.USD","LU0181495838.USD","02313","LU1813983027.USD","LU1023057109.AUD","ANPDY","LU0251144936.SGD","LU1328277881.USD","IE00BQXX3D17.EUR","IE0031814852.USD","LU2488822045.USD","BK1564","LU0823426480.USD","LU0149534421.HKD","LU0244354667.USD","LU0359202008.SGD","601995","IE00BVYPNP33.GBP","LU0359201612.USD","LU0594300179.USD","LU0052750758.USD","LU1102505762.USD","LU2125910500.SGD","LU0890818403.SGD","LU0048575426.USD","IE00BZ08YS42.EUR","LU2008162690.USD","03998","LU0607220059.USD","LU0821914370.USD","IE00BMCWC346.EUR","LU0048597586.USD","IE00BZ08YT58.USD","LU1808992512.USD","82020","LU1781817850.SGD","LU2663582299.SGD","LU1831875114.USD","IE00B031HY20.USD"],"gpt_icon":0},{"id":"2593765444","title":"【券商聚焦】国泰海通:看好券商由投资端改革带来的估值和业绩双升的机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2593765444","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593765444?lang=zh_cn&edition=full","pubTime":"2025-12-24 08:57","pubTimestamp":1766537821,"startTime":"0","endTime":"0","summary":"从对保险公司经营的实质影响来看,目前主要上市险企的有效久期缺口大多已处于或接近监管要求范围内,且新规预计不会对现有的权益资产配置策略产生重大影响。当前非银板块估值仍处于低位,该机构继续看好券商由投资端改革带来的估值和业绩双升的机会;保险则在当前有由利率企稳预期带来的估值提升的投资机会。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1972138","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":["06066","SG9999001093.SGD","BK1521","SG9999002828.SGD","BK0183","06030","06099","BK0276","LU0359202008.SGD","03908","LU1794554557.SGD","LU1720050803.USD","BK1564","BK0201","LU0359201612.USD","BK1516","02611","06886","LU1023057109.AUD","BK0028","BK0184","LU0359201885.HKD","01776","601211","BK0012","BK1147","BK0188","BK1501"],"gpt_icon":0},{"id":"2594401338","title":"中金公司:家纺行业增长转向日常需求,新旧品牌共促创新","url":"https://stock-news.laohu8.com/highlight/detail?id=2594401338","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594401338?lang=zh_cn&edition=full","pubTime":"2025-12-24 08:53","pubTimestamp":1766537619,"startTime":"0","endTime":"0","summary":"【12月24日中金公司研报:家纺行业增长驱动转变,新旧品牌有望共促创新增长】12月24日,中金公司研报显示,家纺行业增长驱动已从婚庆、地产转为日常更换需求,线上渠道销售占比快速上升。市场环境变化与消费者对睡眠健康关注度提升,为以功能性细分单品为核心策略的新品牌带来发展机遇,也促使传统家纺品牌加速产品创新迭代。传统品牌在高端供应链和全渠道布局上有优势,新品牌在消费者洞察和营销创新上更灵活,两者有望共同推动行业靠产品创新实现持续健康增长。本文由 AI 算法生成,仅作参考,不涉投资建议,使用风险自担","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251224173022a6c9c31c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251224173022a6c9c31c&s=b","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":"tencent","symbols":["BK1564","LU1023057109.AUD","SG9999002828.SGD","BK1501","LU0359201612.USD","LU0359201885.HKD","LU0359202008.SGD","BK1147","BK1516","03908"],"gpt_icon":0},{"id":"2593949205","title":"北新建材:中金公司、中信资管等多家机构于12月23日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2593949205","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593949205?lang=zh_cn&edition=full","pubTime":"2025-12-23 20:02","pubTimestamp":1766491350,"startTime":"0","endTime":"0","summary":"证券之星消息,2025年12月23日北新建材发布公告称中金公司、中信资管、汇添富基金、海富通基金、云脊资产、泉果基金于2025年12月23日调研我司。北新建材品牌价值达 1,282.55亿元,位列中国 500 最具价值品牌第 70 位。","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/RB2025122300035426.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":["BK0164","BK0276","BK1516","03908","BK1564","BK0010","LU1508157978.USD","601995","BK0187","BK0082","BK0180","LU1023057109.AUD","BK0196","LU0359201885.HKD","LU1580142542.USD","BK1501","LU0359201612.USD","LU1781817850.SGD","LU2663582299.SGD","000786","BK1147","LU0359202008.SGD","BK0172","BK0235","SG9999002828.SGD","BK0188","BK0050"],"gpt_icon":0},{"id":"2593045408","title":"【券商聚焦】中金公司对基础材料的2026年展望:供给优化持续,结构升级为王","url":"https://stock-news.laohu8.com/highlight/detail?id=2593045408","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593045408?lang=zh_cn&edition=full","pubTime":"2025-12-23 09:02","pubTimestamp":1766451761,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中金公司发研报指,展望2026年,该机构以需求作为推演行业格局和企业竞争策略的出发点,辅以考虑当前盈利、龙头多业态发展成效,推荐顺序:玻纤、消费建材、玻璃、水泥。我们推荐以下三条主线:①景气度延续,龙头维系固有优势,保持量、价稳中有增的板块,如玻纤(包括特种电子布)、非洲建材;②需求有存量重装和多元化加持,能部分对冲新建需求下行风险,依托温和价格策略释放盈利压力的板块,如消费建材;③需求偏向同质化且仍面临压力,但靠产能收缩或“反内卷”政策推动供给出清的大宗品,如浮法玻璃、水泥。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1972053","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":null,"symbols":["BK1594","BK1570","LU0359201885.HKD","LU0274383008.USD","LU1328615791.USD","LU0359201612.USD","BK1135","BK1503","BK1501","06655","SG9999001069.SGD","SG9999001093.SGD","03323","LU0359202008.SGD","01313","LU1508157978.USD","BK1507","BK1583","LU1781817850.SGD","BK1147","BK1563","BK1505","LU1023057109.AUD","SG9999003461.SGD","02233","SG9999002950.SGD","BK1564","SG9999002828.SGD","BK1516","601995","BK1500","00695","BK0276","LU1580142542.USD","03908","BK1589","LU2663582299.SGD","00914"],"gpt_icon":0},{"id":"2593148486","title":"昊创瑞通:12月19日接受机构调研,信达证券、中金公司参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2593148486","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593148486?lang=zh_cn&edition=full","pubTime":"2025-12-22 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