600958 东方证券
已收盘 12-26 15:00:00
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上海建工：截至2025年9月30日，公司持有东方证券72947867股
证券日报 · 12-26 22:09
上海建工：截至2025年9月30日，公司持有东方证券72947867股
东方证券：铜精矿长单加工费敲定 冶炼端悲观预期靴子落地
智通财经 · 12-26 11:42
东方证券：铜精矿长单加工费敲定 冶炼端悲观预期靴子落地
德尔股份：民生证券、东方证券等多家机构于12月25日调研我司
证券之星 · 12-26 10:30
德尔股份：民生证券、东方证券等多家机构于12月25日调研我司
东方证券：11月挖机出口加速 行业健康发展确定性上升
智通财经 · 12-25 14:10
东方证券：11月挖机出口加速 行业健康发展确定性上升
东方证券：金银同创历史新高之时 后续投资节奏或随隐波而分化
智通财经 · 12-24 16:26
东方证券：金银同创历史新高之时 后续投资节奏或随隐波而分化
东方证券：储能需求支持下游扩产 行业新订单有望继续落地
智通财经 · 12-24 09:35
东方证券：储能需求支持下游扩产 行业新订单有望继续落地
阿拉丁：12月19日接受机构调研，东方证券、华泰资管等多家机构参与
证券之星 · 12-23
阿拉丁：12月19日接受机构调研，东方证券、华泰资管等多家机构参与
东方证券：叉车销量增速保持韧性 行业增长确定性提高
智通财经 · 12-23
东方证券：叉车销量增速保持韧性 行业增长确定性提高
东方证券：给予汇量科技(01860)“买入”评级 目标价24.63港元
智通财经 · 12-23
东方证券：给予汇量科技(01860)“买入”评级 目标价24.63港元
东方证券：电池巨头加码高压实铁锂 看好草酸景气向上机遇
智通财经 · 12-22
东方证券：电池巨头加码高压实铁锂 看好草酸景气向上机遇
东方证券：量产爬坡有望加速 看好26H1人形机器人“大脑”量产机会
智通财经 · 12-22
东方证券：量产爬坡有望加速 看好26H1人形机器人“大脑”量产机会
AI推理驱动存储需求高增 东方证券：国产存储产业链迎历史性机遇
智通财经 · 12-22
AI推理驱动存储需求高增 东方证券：国产存储产业链迎历史性机遇
东方证券：2026年有望成为需求侧拐点 食饮板块核心矛盾为业绩
智通财经 · 12-19
东方证券：2026年有望成为需求侧拐点 食饮板块核心矛盾为业绩
绩效新规|东方红资产管理10年给东方证券分红31.7亿，2022至2023给基民亏480亿元分红率却连续两年超过86%
新浪基金 · 12-16
绩效新规|东方红资产管理10年给东方证券分红31.7亿，2022至2023给基民亏480亿元分红率却连续两年超过86%
东方证券：煤炭行业供需格局已经反转 行业基本面整体维持向好态势
智通财经 · 12-16
东方证券：煤炭行业供需格局已经反转 行业基本面整体维持向好态势
东方证券：部分钢铁产品纳入出口许可证管理 行业产能结构或迎优化
智通财经网 · 12-15
东方证券：部分钢铁产品纳入出口许可证管理 行业产能结构或迎优化
东方证券：2026年配额核发 看好三代制冷剂景气周期
智通财经 · 12-15
东方证券：2026年配额核发 看好三代制冷剂景气周期
东方证券：“两新”政策优化、延续 有望激活家电行业更大消费潜能
智通财经 · 12-15
东方证券：“两新”政策优化、延续 有望激活家电行业更大消费潜能
港股异动 | 中资券商股逆市上涨 招商证券(06099)涨近5% 东方证券(03958)涨超3%
智通财经 · 12-15
港股异动 | 中资券商股逆市上涨 招商证券(06099)涨近5% 东方证券(03958)涨超3%
东方证券：食品饮料行业2026年预计迎来需求拐点 新消费凭借结构性红利延续高景气
智通财经 · 12-15
东方证券：食品饮料行业2026年预计迎来需求拐点 新消费凭借结构性红利延续高景气
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公司概况
公司名称：
东方证券股份有限公司
所属行业：
资本市场服务
上市日期：
2015-03-23
主营业务：
东方证券股份有限公司的主营业务是投资管理、经纪及证券金融、证券销售及交易、投资银行、管理本部及其他业务。公司的主要产品是证券销售及交易、投资管理、经纪及证券金融、投资银行。
发行价格：
10.03
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22:09","pubTimestamp":1766758173,"startTime":"0","endTime":"0","summary":"证券日报网讯12月26日，上海建工在互动平台回答投资者提问时表示，截至2025年9月30日，公司持有东方证券72947867股，国投资本35699493股。","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://finance.eastmoney.com/a/202512263603278149.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_eastmoney","symbols":["03958","BK1564","600170","BK0183","BK0188","600958","BK0053","BK0180","BK0196","BK0276","BK0011","BK0012","BK0020","BK0099","BK0184","BK0277","BK1147","BK0028"],"gpt_icon":0},{"id":"2594265612","title":"东方证券：铜精矿长单加工费敲定 冶炼端悲观预期靴子落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2594265612","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594265612?lang=zh_cn&edition=full","pubTime":"2025-12-26 11:42","pubTimestamp":1766720531,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方证券发布研报称，2026年铜精矿长单加工费归零，凸显铜矿供给与冶炼端结构性矛盾。该行认为，在中期矿端干扰被逐渐排除的情况下，如Grasberg、Cobre Panamá等铜矿的重新恢复正常生产或将显著贡献矿端增量，从而缓和铜矿供给与铜冶炼之间的供需矛盾，叠加国内铜冶炼“反内卷”措施出台落地的预期，铜精矿现货加工费有望向上改善。","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/1385975.html","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":"stock_zhitongcaijing","symbols":["BK0183","BK0012","BK1564","BK0028","03958","600958","BK0276","BK0188","BK1147"],"gpt_icon":0},{"id":"2594926844","title":"德尔股份：民生证券、东方证券等多家机构于12月25日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2594926844","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594926844?lang=zh_cn&edition=full","pubTime":"2025-12-26 10:30","pubTimestamp":1766716257,"startTime":"0","endTime":"0","summary":"证券之星消息，2025年12月26日德尔股份发布公告称民生证券裴婉晓、东方证券何雨蒙、永唐盛世吴小超、大筝资管徐海涛、兖矿资本王彦芳 张国梁、熙锦汇投资刘莹、允朗投资查桢伟、弘君基金周广可、海通证券潘一忻、国盛证券林卓欣、信达证券赵启政、东方财富证券朱晋潇、长城证券金瑞、财通证券王思宁、国元证券陈烨尧、南京证券张儒成于2025年12月25日调研我司。","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/RB2025122600008905.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":["BK0259","BK0201","BK1564","161027","300473","600958","BK0183","BK0276","BK0012","BK0188","BK1147","BK0028","03958"],"gpt_icon":0},{"id":"2594728737","title":"东方证券：11月挖机出口加速 行业健康发展确定性上升","url":"https://stock-news.laohu8.com/highlight/detail?id=2594728737","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594728737?lang=zh_cn&edition=full","pubTime":"2025-12-25 14:10","pubTimestamp":1766643017,"startTime":"0","endTime":"0","summary":"东方证券主要观点如下：海关统计挖机出口加速，景气度上升根据海关总署统计，2025年11月，我国共出口履带式挖掘机27752台，总金额为8.72亿美元，同比增幅达52.36%和26.67%。二手机出口拉动大，国内保有量下降，有利行业长期健康增长该行发现海关总署出口挖掘机的数量高于行业协会统计口径，11月海关统计出口2.78万台，协会统计出口1.02万台，1-11月海关统计出口27.40万台，协会统计出口10.40万台。","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/1385786.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":["BK1564","BK0012","BK0188","BK0276","BK1147","BK0183","03958","600958","BK0028"],"gpt_icon":0},{"id":"2593202954","title":"东方证券：金银同创历史新高之时 后续投资节奏或随隐波而分化","url":"https://stock-news.laohu8.com/highlight/detail?id=2593202954","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593202954?lang=zh_cn&edition=full","pubTime":"2025-12-24 16:26","pubTimestamp":1766564804,"startTime":"0","endTime":"0","summary":"而白银价格与隐波同步创历史新高，意味着后续短期市场波动较大。东方证券主要观点如下：金银同创历史新高之时，后续投资节奏或随隐波而分化东方证券认为，根据上期所黄金、白银收盘价与平值期权隐含波动率变化情况，商品端两者后续投资节奏或存在分化。向后看，仍然看好金融属性推动白银价格在中期持续新高，但短期隐含波动率的上升或暗示后续行情波动加剧。","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/1385464.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","BK0012","BK0276","BK0183","BK1564","600958","BK0028","03958","BK1147"],"gpt_icon":0},{"id":"2593447221","title":"东方证券：储能需求支持下游扩产 行业新订单有望继续落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2593447221","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593447221?lang=zh_cn&edition=full","pubTime":"2025-12-24 09:35","pubTimestamp":1766540100,"startTime":"0","endTime":"0","summary":"随着下游扩产推进，行业新订单有望继续落地25年锂电装备行业订单恢复快速增长，反映下游的积极扩产，据高工锂电不完全统计，2025年上半年，先导智能、海目星、赢合科技、利元亨等头部设备企业新签及在手订单总额超300亿元，同比增长70%-80%。而近期持续看到下游龙头扩张动作，随着产能建设的推进，该行预计行业订单有望在近期持续落地，并进一步提升板块增长的确定性，持续看好板块投资机会。","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/1385280.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","BK1564","03958","BK0028","BK0012","BK0276","600958","BK1147","BK0183"],"gpt_icon":0},{"id":"2593490796","title":"阿拉丁：12月19日接受机构调研，东方证券、华泰资管等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2593490796","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593490796?lang=zh_cn&edition=full","pubTime":"2025-12-23 21:01","pubTimestamp":1766494907,"startTime":"0","endTime":"0","summary":"证券之星消息，2025年12月23日阿拉丁发布公告称公司于2025年12月19日接受机构调研，东方证券、华泰资管、上海牧鑫资产、云域投资、华富基金、摩根基金、西部证券、浙商资管、太平洋证券、胜道资本、诺安基金、渤海汇金、兴银基金参与。该股最近90天内共有2家机构给出评级，买入评级2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/RB2025122300037958.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":["688179","BK1147","600958","BK0028","BK0183","BK0276","BK0188","BK1564","BK0012","03958","BK0216"],"gpt_icon":0},{"id":"2593246051","title":"东方证券：叉车销量增速保持韧性 行业增长确定性提高","url":"https://stock-news.laohu8.com/highlight/detail?id=2593246051","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593246051?lang=zh_cn&edition=full","pubTime":"2025-12-23 15:40","pubTimestamp":1766475632,"startTime":"0","endTime":"0","summary":"东方证券主要观点如下：叉车销量增速保持韧性，大中型叉车温和上升，反映行业需求向好根据中国工程机械工业协会，2025年11月当月销售各类叉车11.97万台，同比增长14.1%。政策支持稳增长，行业增长确定性进一步上升叉车的下游较为分散，涉及运输、快递、工业、消费领等域，因此整体与经济关联度较大。","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/1384865.html","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":"stock_zhitongcaijing","symbols":["03958","BK1564","BK0276","BK0012","BK0028","BK0188","BK1147","600958","BK0183"],"gpt_icon":0},{"id":"2593450277","title":"东方证券：给予汇量科技(01860)“买入”评级 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ROAS智能出价产品，依靠前期广告数据积累加强对IAP广告的布局。","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/1384760.html","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":"stock_zhitongcaijing","symbols":["01860","600958","03958"],"gpt_icon":0},{"id":"2593029100","title":"东方证券：电池巨头加码高压实铁锂 看好草酸景气向上机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2593029100","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593029100?lang=zh_cn&edition=full","pubTime":"2025-12-22 16:20","pubTimestamp":1766391629,"startTime":"0","endTime":"0","summary":"整体而言，该行看好草酸在下游高压实密度磷酸铁锂需求增长的背景下迎来景气的上行机会。东方证券主要观点如下：宁德时代草酸亚铁法高压密磷酸铁锂产业链的重视程度提升虽然在总量层面，磷酸铁锂整体已走向大宗化，恐难以出现持续性的景气大幅上行趋势，但该行认为行业仍存在结构性的机会。","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/1384382.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":["600958","BK0012","BK0276","159796","BK1564","BK0188","BK0028","03958","BK1147","BK0183"],"gpt_icon":0},{"id":"2593107188","title":"东方证券：量产爬坡有望加速 看好26H1人形机器人“大脑”量产机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2593107188","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593107188?lang=zh_cn&edition=full","pubTime":"2025-12-22 15:45","pubTimestamp":1766389521,"startTime":"0","endTime":"0","summary":"而为了推动大脑的快速进化，预计26H1有望出现更快速的量产。为推动大脑进化，量产爬坡有望加速，看好26H1量产机会特斯拉采用多种方式推动大脑进化，根据科创板日报，特斯拉利用数据采集团队来训练Optimus机器人，此外，特斯拉也在自研世界模型中对Optimus进行训练。看好26H1左右的机器人量产的投资机会。","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/1384362.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0012","BK0188","BK0276","BK0028","03958","BK1147","BK0183","600958","BK1564"],"gpt_icon":0},{"id":"2593109578","title":"AI推理驱动存储需求高增 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14:09","pubTimestamp":1766383770,"startTime":"0","endTime":"0","summary":"研报中称，未来AI应用的推理需求将带动活跃数据存储需求大幅提升，进而推动存储芯片需求高速成长。AI大模型推理过程中需要通过高频次地访问数据，来实现高质量内容生成。整体来看，AI推理过程将使得存储结构发生较大变化，有望提升对活跃数据存储的需求。存储供不应求持续，国内两存扩产迎来历史性机遇。在IPO进度方面，长鑫已经于2025年10月完成IP0辅导，长江存储的母公司长存集团于2025年9月完成股份制改革。","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/1384304.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":["BK0012","BK0188","BK0276","BK0028","03958","BK1147","BK0183","600958","BK1564"],"gpt_icon":0},{"id":"2592945158","title":"东方证券：2026年有望成为需求侧拐点 食饮板块核心矛盾为业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=2592945158","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592945158?lang=zh_cn&edition=full","pubTime":"2025-12-19 13:45","pubTimestamp":1766123116,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方证券发布研报称，2026年食品饮料业大年起点易涨难跌，核心矛盾在于业绩。该行认为，食品饮料2021-2024年主要在于通过业绩释放来去化估值泡沫，站在2025年末，板块估值回到历史区间底部，但消费力低迷等因素导致板块处于业绩下修区间，板块核心矛盾回归分子端，也即是业绩。风险因素1)食品安全；2)产业政策调整等；3)管理团队更替。","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/1383560.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","03958","BK0276","BK1147","600958","BK1564","BK0183","BK0012","BK0028"],"gpt_icon":0},{"id":"2591601457","title":"绩效新规|东方红资产管理10年给东方证券分红31.7亿，2022至2023给基民亏480亿元分红率却连续两年超过86%","url":"https://stock-news.laohu8.com/highlight/detail?id=2591601457","media":"新浪基金","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591601457?lang=zh_cn&edition=full","pubTime":"2025-12-16 15:48","pubTimestamp":1765871280,"startTime":"0","endTime":"0","summary":" 根据东方证券、上海东方证券资产管理有限公司财报数据，2024年东方红资产管理营收14.38亿元，净利润3.33亿元。东方证券持有东方红资产管理100%的股权。 值得注意的是，东方红资产管理在2022和2023年度，分红率分别是96.59%、86.63%，在大中型基金公司里处于较高水平。与此同时，2022年东方红资产管理旗下产品合计给基民亏损了340亿元，2023年东方红资产管理旗下产品合计给基民亏损了142亿元。","market":"other","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://finance.sina.com.cn/stock/observe/2025-12-16/doc-inhaysii9995433.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":"sina","symbols":["09983","BK0183","BK1542","BK1564","BK0276","BK1583","BK1147","BK0188","BK0012","03958","600958","BK1229","BK1258","BK0028"],"gpt_icon":0},{"id":"2591679950","title":"东方证券：煤炭行业供需格局已经反转 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09:28","pubTimestamp":1765848526,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方证券发布研报称，在“反内卷”相关概念提出后，煤炭行业供需格局已经反转，行业基本面整体维持向好态势，煤价具备长期向上动能，2026-2027年煤价预计维持中枢上行态势。煤炭行业资本开支预计将从2026年开始进入下行态势，煤炭供需宽松程度将小于2025年。","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/1381921.html","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":"stock_zhitongcaijing","symbols":["BK0183","600958","BK1564","BK0276","03958","BK0188","BK0012","BK0028","BK1147"],"gpt_icon":0},{"id":"2591619522","title":"东方证券：部分钢铁产品纳入出口许可证管理 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15:33","pubTimestamp":1765784003,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方证券发布研报称，12月12日商务部、海关总署发布公告，决定对部分钢铁产品实施出口许可证管理，公告自26年1月1日起实行。根据公告，纳入出口许可证管理的300项钢铁产品涵盖了生铁等全链条产品。此外，国内钢铁产品的出口许可证管理制度或缓解国际市场上低端产品的竞争，也有望将压力传导至铁矿石价格。东方证券认为，通过规范钢铁产品出口秩序或推动国内产能供需平衡以及钢铁成本下行，钢材盈利有望维稳回升。","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/1381483.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["BK1564","BK0183","BK0188","BK0012","BK1147","03958","BK0276","600958","BK0028"],"gpt_icon":0},{"id":"2591697702","title":"东方证券：2026年配额核发 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13:43","pubTimestamp":1765777428,"startTime":"0","endTime":"0","summary":"2026年配额核发相对2025年变化不大，配额政策延续，看好制冷剂景气上行，配额份额居前企业有望受益。东方证券主要观点如下：2026年配额核发，配额变化不大2026年三代制冷剂生产配额总量为797844吨，内用配额394082吨，相较于2025年，2026年三代制冷剂生产配额总量增加5962吨，内用配额增加4502吨。东方证券认为，配额约束下三代制冷剂供给端刚性，随着下游需求逐步增长，三代制冷剂预计景气周期上行。","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/1381436.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","BK1564","BK0012","BK0276","600958","BK1147","BK0028","BK0183","03958"],"gpt_icon":0},{"id":"2591769121","title":"东方证券：“两新”政策优化、延续 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东方证券(03958)涨超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2591067699","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591067699?lang=zh_cn&edition=full","pubTime":"2025-12-15 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