600109 国金证券
午间休市 09-09 11:29:55
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【券商聚焦】国金证券：我国光刻胶供给高度依赖进口，国产替代紧迫性正提升
金吾财讯 · 09:26
【券商聚焦】国金证券：我国光刻胶供给高度依赖进口，国产替代紧迫性正提升
【券商聚焦】国金证券：汽车行业H2内销有望修复、出海持续高增、高端化加速
金吾财讯 · 09:25
【券商聚焦】国金证券：汽车行业H2内销有望修复、出海持续高增、高端化加速
国金证券：看好下半年汽车板块修复行情 智能驾驶有望迎来拐点
智通财经 · 07:52
国金证券：看好下半年汽车板块修复行情 智能驾驶有望迎来拐点
国盛智科：国金证券、平安资管等多家机构于9月1日调研我司
证券之星 · 09-07 17:32
国盛智科：国金证券、平安资管等多家机构于9月1日调研我司
国金证券：风电高基数下短期承压 看好下半年业绩出现拐点
智通财经 · 09-07 16:11
国金证券：风电高基数下短期承压 看好下半年业绩出现拐点
国金证券固收｜债市温度计
睿哲固收研究 · 09-07 07:30
国金证券固收｜债市温度计
国金证券：下半年PCB将迎来新品拉货和盈利修复的双重利好
智通财经 · 09-07 07:15
国金证券：下半年PCB将迎来新品拉货和盈利修复的双重利好
国金证券固收｜利率择时模型：总信号看利率震荡
睿哲固收研究 · 09-06 21:39
国金证券固收｜利率择时模型：总信号看利率震荡
每周股票复盘：国金证券（600109）将召开2026年半年度业绩说明会
证券之星 · 09-06
每周股票复盘：国金证券（600109）将召开2026年半年度业绩说明会
国金证券新注册《AI+投顾服务包系统V1.0》等2个项目的软件著作权
证券之星 · 09-04
国金证券新注册《AI+投顾服务包系统V1.0》等2个项目的软件著作权
国金证券：AI电源升级沿两条路径展开 建议关注受益技术迭代电源及零部件公司
智通财经 · 09-03
国金证券：AI电源升级沿两条路径展开 建议关注受益技术迭代电源及零部件公司
国金证券：算力硬件景气度持续验证 看好AI PCB与自主可控产业链
智通财经 · 09-03
国金证券：算力硬件景气度持续验证 看好AI PCB与自主可控产业链
国金证券（600109）披露2026年半年度业绩说明会公告，9月2日股价下跌2.28%
证券之星 · 09-02
国金证券（600109）披露2026年半年度业绩说明会公告，9月2日股价下跌2.28%
国金证券：教育业政策、业绩、AI共振 K12有望率先实现规模化落地
智通财经 · 09-02
国金证券：教育业政策、业绩、AI共振 K12有望率先实现规模化落地
国金证券：双轮驱动医疗器械内外复苏 聚焦创新与出海主线
智通财经 · 09-02
国金证券：双轮驱动医疗器械内外复苏 聚焦创新与出海主线
国金证券：机床业绩加速向上 景气度进一步提升
智通财经 · 09-02
国金证券：机床业绩加速向上 景气度进一步提升
股市必读：海昌智能新发布《国金证券股份有限公司关于鹤壁海昌智能科技股份有限公司 2026年半年度持续督导跟踪报告》
证券之星 · 09-02
股市必读：海昌智能新发布《国金证券股份有限公司关于鹤壁海昌智能科技股份有限公司 2026年半年度持续督导跟踪报告》
喜报｜国金证券2026年基金中报公募分仓跻身行业前10，排名稳步提升
市场资讯 · 09-01
喜报｜国金证券2026年基金中报公募分仓跻身行业前10，排名稳步提升
三夫户外：3W Fund、国金证券等多家机构于8月31日调研我司
证券之星 · 09-01
三夫户外：3W Fund、国金证券等多家机构于8月31日调研我司
日月股份：8月28日接受机构调研，创金合信基金管理有限公司、国金证券股份有限公司等多家机构参与
证券之星 · 08-31
日月股份：8月28日接受机构调研，创金合信基金管理有限公司、国金证券股份有限公司等多家机构参与
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公司概况
公司名称：
国金证券股份有限公司
所属行业：
资本市场服务
上市日期：
1997-08-07
主营业务：
国金证券股份有限公司的主营业务是投资银行业务、财富管理业务、机构服务业务、资产管理业务、自营投资业务及做市交易业务、期货业务、境外业务。公司的主要产品是投资银行业务、财富管理业务、机构服务业务、资产管理业务、自营投资业务。2026年上半年，国金证券投行荣获2026新财富最具潜力投行和最佳公司债投行2项荣誉称号。
发行价格：
100.00
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09:25","pubTimestamp":1788917115,"startTime":"0","endTime":"0","summary":"高端车方面，上半年40万以上市场增长显著跑赢大盘，下半年仍有较多新车，长期来看需求端增换购的消费升级趋势与自主优质新车供给形成共振、高端车市场潜力较大，自主新车仍有望凭借差异化优势加速替代合资份额。该机构指出，智能驾驶有望迎来拐点，智能座舱进入主动服务时代。","market":"other","thumbnail":"https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991097","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":["BK0201","BK0183","BK0028","BK0188","BK0012","600109","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666303320","title":"国金证券：看好下半年汽车板块修复行情 智能驾驶有望迎来拐点","url":"https://stock-news.laohu8.com/highlight/detail?id=2666303320","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2666303320?lang=zh_cn&edition=full","pubTime":"2026-09-09 07:52","pubTimestamp":1788911563,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国金证券发布研究报告称，下半年补贴资金充足、节奏均衡，将进入购车旺季，各车企依然有较多重磅新品推出，整体来看呈现纯电新车增加&补能效率提升、品类丰富和用车场景创新的特征，供给的多元化有望创造购车需求。看好下半年汽车板块修复行情：出海持续高增长+内需改善+智能化拐点。智能驾驶有望迎来拐点，智能座舱进入主动服务时代。","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/1493640.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":["BK0028","KARS","BK0183","BK0276","BK0188","BK0201","600109","FDRV","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665311581","title":"国盛智科：国金证券、平安资管等多家机构于9月1日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2665311581","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2665311581?lang=zh_cn&edition=full","pubTime":"2026-09-07 17:32","pubTimestamp":1788773564,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年9月2日国盛智科发布公告称国金证券秦亚男 张叶、平安资管郭涛于2026年9月1日调研我司。国盛智科主营业务：围绕客户的定制化需求,通过技术研发、方案设计、关键部件研制、软件二次开发与优化、系统集成、安装调试、售后技术支持等,提供智能制造一体化解决方案。以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","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/RB2026090700022442.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":["688558","BK0183","BK0012","BK0201","BK0188","BK0276","BK0028","600109","BK0259"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665739094","title":"国金证券：风电高基数下短期承压 看好下半年业绩出现拐点","url":"https://stock-news.laohu8.com/highlight/detail?id=2665739094","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2665739094?lang=zh_cn&edition=full","pubTime":"2026-09-07 16:11","pubTimestamp":1788768708,"startTime":"0","endTime":"0","summary":"整机龙头引领风机盈利改善趋势，出海维持高增速上半年头部整机环节制造端毛利率趋势出现一定分化，金风毛利率提升幅度领先，预计主要受益于前期低价中标较少，高价中标较多;随着其余头部企业前期低价中标订单集中交付得到出清，也有望在下半年看到明显制造毛利率拐点。","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/1492751.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":["BK0183","BK0028","BK0276","BK0012","600109","BK0188","BK0201"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665391670","title":"国金证券固收｜债市温度计","url":"https://stock-news.laohu8.com/highlight/detail?id=2665391670","media":"睿哲固收研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2665391670?lang=zh_cn&edition=full","pubTime":"2026-09-07 07:30","pubTimestamp":1788737400,"startTime":"0","endTime":"0","summary":"01 基本面温度计本周，国金证券固收基本面监测体系中,共有48个高频指标更新。其中我们对绝对值指标计算当月同比，对百分比指标计算月均值，然后针对债市做定性判断。结果显示：总体上，“利好”与“利空”指标个数分别为21个与27个。风险提示统计口径误差。数据统计大多为抽样，恐与现实情况有些许出入。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["research"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MzUzMzYwODI2MA==&mid=2247567610&idx=2&sn=1ef5c840adc7bc7247ec7b0c036f1889&chksm=fb1f84f86c93ba0df022fd36e8ecb1efffedb67aec35d950b14d3b24c7ef3fb0e9c8aa0d187d&scene=0#rd","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":"weixin_highlight","symbols":["BK0201","BK0012","03141","BK0183","600109","09141","BK0028","BK0188","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665831360","title":"国金证券：下半年PCB将迎来新品拉货和盈利修复的双重利好","url":"https://stock-news.laohu8.com/highlight/detail?id=2665831360","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2665831360?lang=zh_cn&edition=full","pubTime":"2026-09-07 07:15","pubTimestamp":1788736558,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国金证券发布研究报告称，综合来看，今年上半年PCB产业链中上游材料的基本面表现显著好于下游PCB，下半年PCB环节将迎来新品拉货、盈利修复的双重边际变化，基本面斜率加速的确定性极强，当前的板块配置价值较高，建议关注。下半年PCB有望开启新品拉货和盈利修复的双重利好。国金证券认为，从三季度开始PCB的业绩斜率有望启动加速，PCB有望成为最亮眼的板块，核心原因在于：1)AI高端新品已经开始出货。","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/1492515.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":["BK0276","PCB","BK0012","BK0188","BK0201","BK4211","BK0183","BK0028","600109"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665367642","title":"国金证券固收｜利率择时模型：总信号看利率震荡","url":"https://stock-news.laohu8.com/highlight/detail?id=2665367642","media":"睿哲固收研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2665367642?lang=zh_cn&edition=full","pubTime":"2026-09-06 21:39","pubTimestamp":1788701940,"startTime":"0","endTime":"0","summary":"模型信号解读：波动信号由2026年8月31日开始看利率上行，趋势信号由2026年1月19日开始看利率下行，模型总体看利率震荡。2024年：年初以来，模型总信号延续去年12月的看多信号至4月3日。4月7日波动指标年内首次转为看空。此后，趋势信号始终维持看空。基金久期依据内部模型估算，存在估算值与真实值出现偏差的风险。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["research"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MzUzMzYwODI2MA==&mid=2247567609&idx=2&sn=fa6b6f8819a6885524ccd7ca9a7e98a6&chksm=fb60199f4a6ba68f9ce540fb6c92dceff412b6b80f449d53dfffffbf5553de73e415da9cf757&scene=0#rd","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":"weixin_highlight","symbols":["BK0028","BK0012","BK0188","BK0276","600109","BK0201","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665654563","title":"每周股票复盘：国金证券（600109）将召开2026年半年度业绩说明会","url":"https://stock-news.laohu8.com/highlight/detail?id=2665654563","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2665654563?lang=zh_cn&edition=full","pubTime":"2026-09-06 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02:07","pubTimestamp":1788458832,"startTime":"0","endTime":"0","summary":"证券之星消息，近日国金证券（600109）新注册了2个项目的软件著作权，包括《AI+投顾服务包系统V1.0》、《增值行情计算引擎系统V1.0》等。今年以来国金证券新注册软件著作权50个，较去年同期增加了354.55%。通过天眼查大数据分析，国金证券股份有限公司共对外投资了14家企业，参与招投标项目1351次；财产线索方面有商标信息460条，专利信息24条，著作权信息121条；此外企业还拥有行政许可19个。数据来源：天眼查APP以上内容为证券之星据公开信息整理，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/RB2026090400002458.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":["BK0012","BK0188","BK0201","BK0028","600109","BK0276","BK0183","159180"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664822496","title":"国金证券：AI电源升级沿两条路径展开 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PCB与自主可控产业链","url":"https://stock-news.laohu8.com/highlight/detail?id=2664382844","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664382844?lang=zh_cn&edition=full","pubTime":"2026-09-03 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22:17","pubTimestamp":1788358637,"startTime":"0","endTime":"0","summary":"截至2026年9月2日收盘，国金证券报收于8.56元，较前一交易日下跌2.28%，最新总市值为315.29亿元。近日，国金证券股份有限公司发布关于召开2026年半年度业绩说明会的公告。公司将于2026年9月10日15:00-16:00通过上证路演中心网络互动方式召开说明会，介绍公司经营成果及财务状况。投资者可于2026年9月3日至9月9日16:00前通过上证路演中心网站或公司邮箱tzzgx@gjzq.com.cn提问。说明会结束后可通过上证路演中心查看会议情况。","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/RB2026090200042834.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":["BK0012","BK0183","BK0188","BK0276","BK0028","BK0201","600109"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664892150","title":"国金证券：教育业政策、业绩、AI共振 K12有望率先实现规模化落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2664892150","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664892150?lang=zh_cn&edition=full","pubTime":"2026-09-02 16:15","pubTimestamp":1788336938,"startTime":"0","endTime":"0","summary":"国金证券主要观点如下：教育行业的政策环境、基本面与AI逻辑均出现积极变化行业投资逻辑逐步转向基本面修复与新技术带来的增量机会。AI由替代担忧转向教师增强与产品创新，K12有望率先实现规模化落地生成式AI正由搜题、批改等单点工具延伸至备课、学情分析、答疑及运营等环节。风险提示政策变化、招生不及预期、AI业务落地不及预期、竞争加剧","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/1490893.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":["VTHR","AGIX","ARTY","CHAT","BK0201","BK0012","600109","QTOC","BK0276","BK0188","BK0028","AIPO","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664894673","title":"国金证券：双轮驱动医疗器械内外复苏 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15:25","pubTimestamp":1788333958,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国金证券发布研报称，医疗器械板块当前投资应紧扣“出海拓增量、创新守利润”的双轮驱动逻辑，同时把握国内需求复苏节奏。出海能有效分散集采风险，打开成长天花板，而持续的高强度研发投入则是维持高毛利率、抵御价格战的关键护城河。国金证券主要观点如下：医疗设备收入端同比稳定增长，毛利率略有承压。医疗耗材收入增速快速恢复，毛利率显著提升。","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/1490873.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":["BK0028","BK0276","MDEV","BK1574","AGNG","IEIH","MEDX","BK1583","159883","BK0012","BK1100","RSPH","BK0188","09996","GDOC","600109","HART","LGHT","BK0201","BK0183","LNGR","PTH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664896648","title":"国金证券：机床业绩加速向上 景气度进一步提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2664896648","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664896648?lang=zh_cn&edition=full","pubTime":"2026-09-02 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