600109 国金证券
已收盘 03-03 15:00:00
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国金证券：智驾平权2.0支撑赛道全年高景气度 建议重点关注核心零部件厂商等
智通财经 · 03-02 15:40
国金证券：智驾平权2.0支撑赛道全年高景气度 建议重点关注核心零部件厂商等
国金证券：双碳内化为新“生产要素” 供给端约束将切实落地
智通财经 · 03-02 15:15
国金证券：双碳内化为新“生产要素” 供给端约束将切实落地
国金证券：行业“反内卷”协同再升级 有机硅价格持续上涨
智通财经 · 03-02 13:57
国金证券：行业“反内卷”协同再升级 有机硅价格持续上涨
国金证券：三重效率通胀驱动制造环节进一步降本 消费电子3D打印迎加速契机
智通财经 · 03-02 10:04
国金证券：三重效率通胀驱动制造环节进一步降本 消费电子3D打印迎加速契机
国金证券固收｜债市温度计
睿哲固收研究 · 03-02 08:56
国金证券固收｜债市温度计
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 · 03-01 19:35
国金证券固收｜利率择时模型：总信号看利率震荡
国金证券：具身智能迫近临界点 关注人形机器人四大潜在商业化场景
智通财经网 · 02-27
国金证券：具身智能迫近临界点 关注人形机器人四大潜在商业化场景
国金证券（600109）披露2025年面向专业投资者公开发行公司债券(第一期)2026年付息公告，2月26日股价下跌0.76%
证券之星 · 02-26
国金证券（600109）披露2025年面向专业投资者公开发行公司债券(第一期)2026年付息公告，2月26日股价下跌0.76%
国金证券：市场担忧美伊冲突一触即发 原油地缘风险溢价急速上升
智通财经 · 02-25
国金证券：市场担忧美伊冲突一触即发 原油地缘风险溢价急速上升
国金证券：25全年股票+基金+长股投增长近2万亿 Q4单季增长千亿
智通财经 · 02-25
国金证券：25全年股票+基金+长股投增长近2万亿 Q4单季增长千亿
国金证券：白酒动销符合预期 餐饮链超预期改善
智通财经 · 02-24
国金证券：白酒动销符合预期 餐饮链超预期改善
国金证券：锂电量价主升浪叠加固态新技术突破 产业链景气度多元开花
智通财经 · 02-24
国金证券：锂电量价主升浪叠加固态新技术突破 产业链景气度多元开花
国金证券：谁的产能被AI挤占？从电子布出发，看好电子通胀强周期
智通财经 · 02-24
国金证券：谁的产能被AI挤占？从电子布出发，看好电子通胀强周期
国金证券：把握全球实物资产VS中国资产这一重要主线
智通财经 · 02-24
国金证券：把握全球实物资产VS中国资产这一重要主线
国金证券：中国高端消费筑底效应展现 重点推荐免税、黄金珠宝行业
智通财经 · 02-23
国金证券：中国高端消费筑底效应展现 重点推荐免税、黄金珠宝行业
国金证券：AI应用产业趋势确立 2026年有望迎来双击
智通财经 · 02-22
国金证券：AI应用产业趋势确立 2026年有望迎来双击
国金证券：国内制药供应链景气度上行持续 建议把握CXO行业两大核心主线
智通财经 · 02-22
国金证券：国内制药供应链景气度上行持续 建议把握CXO行业两大核心主线
国金证券总裁姜文国：笃行务实，共赴春山
中国基金报 · 02-21
国金证券总裁姜文国：笃行务实，共赴春山
预见金马｜国金证券董事长冉云：笃行实干，做实体经济的长期“陪伴人”
券商中国 · 02-15
预见金马｜国金证券董事长冉云：笃行实干，做实体经济的长期“陪伴人”
国金证券新注册《运维统一发布平台V1.0》等3个项目的软件著作权
证券之星 · 02-14
国金证券新注册《运维统一发布平台V1.0》等3个项目的软件著作权
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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。2025年上半年，国金证券投行荣获2025新财富最具潜力投行、最佳践行ESG投行、最佳股权承销投行、最佳IPO投行、最佳再融资投行、最佳公司债投行等8项荣誉称号。
发行价格：
100.00
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建议重点关注核心零部件厂商等","url":"https://stock-news.laohu8.com/highlight/detail?id=2616386610","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616386610?lang=zh_cn&edition=full","pubTime":"2026-03-02 15:40","pubTimestamp":1772437220,"startTime":"0","endTime":"0","summary":"国金证券主要观点如下：观点一：智驾平权2.0，支撑智驾赛道全年高景气度展望2026年整车行业面临补贴退坡、原材料涨价等多重压力，市场担心主机厂对智能驾驶功能是否会减配。风险提示智驾平权进展不及预期的风险;技术进步不及预期的风险;政策落地不及预期的风险。","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/1408934.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","BK0028","BK0012","BK0201","BK0276","BK0188","600109"],"gpt_icon":0},{"id":"2616638599","title":"国金证券：双碳内化为新“生产要素” 供给端约束将切实落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2616638599","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616638599?lang=zh_cn&edition=full","pubTime":"2026-03-02 15:15","pubTimestamp":1772435701,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国金证券发布研报称，2026年是“十五五”规划的第一年，纲领性政策前置，预估双碳将有望成为贯穿全年的重要议题。投资建议在产装置依然具有“牌照”优势，高碳排行业有望逐步获得供给优化。行业分化进一步加剧，头部企业的优势进一步加强。自愿减碳市场有望加速发展，迎来绿色材料市场“加速器”。风险提示政策落地不及预期风险;贸易环境变化风险;需求不及预期风险;行业协同反内卷执行不及预期风险等。","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/1408926.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","BK0201","BK0276","BK0012","BK0188","600109","BK0183"],"gpt_icon":0},{"id":"2616800391","title":"国金证券：行业“反内卷”协同再升级 有机硅价格持续上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2616800391","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616800391?lang=zh_cn&edition=full","pubTime":"2026-03-02 13:57","pubTimestamp":1772431040,"startTime":"0","endTime":"0","summary":"国金证券主要观点如下：行业事件2026年2月28日在浙江宁波召开的有机硅高质量发展大会落下帷幕，行业协同减排机制再度升级。具体执行标准如下：自明日起，有机硅主要产品基准价统一上调300元。随着行业格局优化，叠加新的下游应用领域不断拓宽，我国有机硅行业也焕发新的活力。投资建议有机硅价格长期在周期底部徘徊，未来随着供需的改善价格有望进入上升通道。","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/1408888.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","600109","BK0276","BK0201","BK0012","BK0188","BK0183"],"gpt_icon":0},{"id":"2616056868","title":"国金证券：三重效率通胀驱动制造环节进一步降本 消费电子3D打印迎加速契机","url":"https://stock-news.laohu8.com/highlight/detail?id=2616056868","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616056868?lang=zh_cn&edition=full","pubTime":"2026-03-02 10:04","pubTimestamp":1772417095,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国金证券发布策略研报称，粉末冶金技术制备钛合金降低了生产成本。激光器打印效率、激光器数量以及打印机尺寸提升，三重效率通胀驱动制造环节进一步降本。该行认为，多维需求爆发有望加速产业发展。下游：消费电子3D打印迎加速契机，空天、AI、机器人等构建多增长极全球消费电子大客户正加速将3D打印钛合金应用在折叠屏手机铰链、钛合金边框、智能穿戴等精密部件中。","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/1408798.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":["600109","BK0276","BK0183","159732","BK0028","BK0188","BK0012","BK0201"],"gpt_icon":0},{"id":"2616386635","title":"国金证券固收｜债市温度计","url":"https://stock-news.laohu8.com/highlight/detail?id=2616386635","media":"睿哲固收研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616386635?lang=zh_cn&edition=full","pubTime":"2026-03-02 08:56","pubTimestamp":1772412960,"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45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。02 利率同步指标本周，利率十大同步指标释放的信号中，“利好”和“利空”各自占比5/10；较上周的变化有：企业中长贷余额增速、美元指数发出“利好”信号。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":"hk","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=2247563997&idx=2&sn=8ebcf70a6b08259194974d8b8f3e3d4d&chksm=fb57e73e88b409becc15b0dea1a6191d412e77c0807a80eda423b90dbdba3b1eab4353a022e1&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":["BK0183","BK0012","BK0188","600109","09141","BK0201","BK0276","BK0028","03141"],"gpt_icon":0},{"id":"2616202218","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=2616202218","media":"睿哲固收研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616202218?lang=zh_cn&edition=full","pubTime":"2026-03-01 19:35","pubTimestamp":1772364900,"startTime":"0","endTime":"0","summary":"模型信号解读：波动信号由2026年2月25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":"hk","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=2247563983&idx=2&sn=f938dfd5f959a7246041c02dacdb9ca5&chksm=fb054479395554c4e25b661e68f5b03ec735b149b211f2c8df6b8a59e9e38579d75db37c0fe1&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":["BK0183","BK0028","BK0012","BK0201","BK0276","BK0188","600109"],"gpt_icon":0},{"id":"2614838797","title":"国金证券：具身智能迫近临界点 关注人形机器人四大潜在商业化场景","url":"https://stock-news.laohu8.com/highlight/detail?id=2614838797","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614838797?lang=zh_cn&edition=full","pubTime":"2026-02-27 16:40","pubTimestamp":1772181646,"startTime":"0","endTime":"0","summary":"国金证券主要观点如下：从央视春晚Bot火热看人形机器人四大潜在商业化场景马年央视春晚“含Bot”量再度提升，松延动力、宇树科技、魔法原子、银河通用&Sharpa为全国人民贡献了四台兼顾科技属性与人文关怀的精彩节目，也展示出人形机器人产业面向商业化落地的最新尝试。","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/1408186.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","BK0276","BK0012","BK0201","600109","BK0028","BK0188"],"gpt_icon":0},{"id":"2614040241","title":"国金证券（600109）披露2025年面向专业投资者公开发行公司债券(第一期)2026年付息公告，2月26日股价下跌0.76%","url":"https://stock-news.laohu8.com/highlight/detail?id=2614040241","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614040241?lang=zh_cn&edition=full","pubTime":"2026-02-26 22:17","pubTimestamp":1772115437,"startTime":"0","endTime":"0","summary":"截至2026年2月26日收盘，国金证券报收于9.11元，较前一交易日下跌0.76%，最新总市值为337.56亿元。该股当日开盘9.2元，最高9.2元，最低9.1元，成交额达2.53亿元，换手率为0.75%。近日，国金证券股份有限公司发布2025年面向专业投资者公开发行公司债券（第一期）2026年付息公告。债券代码为242508.SH，债券简称为25国金01。债权登记日为2026年3月5日，付息日及实际付息日均为2026年3月6日。","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/RB2026022600037180.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":["BK0188","BK0201","BK0276","BK0183","600109","BK0028","BK0012"],"gpt_icon":0},{"id":"2614708099","title":"国金证券：市场担忧美伊冲突一触即发 原油地缘风险溢价急速上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2614708099","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614708099?lang=zh_cn&edition=full","pubTime":"2026-02-25 14:47","pubTimestamp":1772002068,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国金证券发布研报称，原油市场当前脱离供需，转为地缘政治风险驱动。国金证券主要观点如下：美伊战争风险快速上升，原油地缘风险溢价急速上升2月18日以来由于海外市场对于美国与伊朗开战的预期快速上升，原油市场担忧已经进入战争倒计时阶段因而地缘风险溢价快速上升。同时由于美国伊朗地缘风险上升，2026年1月布伦特买入看涨期权成交量创历史最高水平。④美国与伊朗达成核协议，原油价格回吐地缘风险溢价。","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/1407060.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":["600109","BK0028","BK0201","DWT","BZmain","BK0183","BK4585","DUG","CLmain","BK0012","BK0188","QMmain","SCO","BK4588","BK0276","BK4570","USO","UCO","MCLmain","DDG"],"gpt_icon":1},{"id":"2614777579","title":"国金证券：25全年股票+基金+长股投增长近2万亿 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