600958 东方证券
已收盘 05-26 15:00:00
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东方证券:首次覆盖乐舒适给予“买入”评级 目标价36.05港元
新浪港股 · 15:13
东方证券:首次覆盖乐舒适给予“买入”评级 目标价36.05港元
东方证券:国产黑电龙头内销份额将持续提升 AI互联与RGB背光重塑黑电格局
智通财经 · 11:23
东方证券:国产黑电龙头内销份额将持续提升 AI互联与RGB背光重塑黑电格局
两位投行总部高级经理与东方证券的劳动争议
市场资讯 · 05-25 16:12
两位投行总部高级经理与东方证券的劳动争议
东方证券:国产模型完成代际跃迁 建议关注国产算力核心环节
智通财经 · 05-25 15:17
东方证券:国产模型完成代际跃迁 建议关注国产算力核心环节
沃尔核材:中金资本、东方证券等多家机构于5月21日调研我司
证券之星 · 05-25 15:15
沃尔核材:中金资本、东方证券等多家机构于5月21日调研我司
东方证券:首次覆盖乐舒适(02698)给予“买入”评级 目标价36.05港元
智通财经 · 05-25 13:46
东方证券:首次覆盖乐舒适(02698)给予“买入”评级 目标价36.05港元
东方证券:国内轮胎龙头积极破局 看好海外产能多点布局企业
智通财经 · 05-25 09:38
东方证券:国内轮胎龙头积极破局 看好海外产能多点布局企业
东方证券:AI Agent加速落地 OTA行业从智能导购走向交易闭环
智通财经 · 05-25 09:17
东方证券:AI Agent加速落地 OTA行业从智能导购走向交易闭环
东方证券:玻璃基板性能优异 先进封装、存储等下游打开应用空间
智通财经 · 05-25 09:17
东方证券:玻璃基板性能优异 先进封装、存储等下游打开应用空间
【券商聚焦】东方证券维持安踏体育(02020)“买入”评级 指多品牌战略韧性凸显
金吾财讯 · 05-22
【券商聚焦】东方证券维持安踏体育(02020)“买入”评级 指多品牌战略韧性凸显
东方证券:厄尔尼诺强势来袭 高温红利有望驱动空调内销改善
智通财经 · 05-22
东方证券:厄尔尼诺强势来袭 高温红利有望驱动空调内销改善
东方证券:全球燃气轮机持续紧缺 国产燃机链厂商迎机遇
智通财经 · 05-22
东方证券:全球燃气轮机持续紧缺 国产燃机链厂商迎机遇
东方证券:国内企业20项研究入选ADA 2026大会重磅汇报 国产管线已逐渐展现国际竞争力
智通财经 · 05-21
东方证券:国内企业20项研究入选ADA 2026大会重磅汇报 国产管线已逐渐展现国际竞争力
东方证券:维持安踏体育(02020)“买入”评级 目标价98.34港元
智通财经 · 05-21
东方证券:维持安踏体育(02020)“买入”评级 目标价98.34港元
东方证券:原料断供暴露日韩产业软肋 中国精细化工龙头有望受益
智通财经 · 05-21
东方证券:原料断供暴露日韩产业软肋 中国精细化工龙头有望受益
长盈通:5月20日接受机构调研,东方证券、兴全基金等多家机构参与
证券之星 · 05-20
长盈通:5月20日接受机构调研,东方证券、兴全基金等多家机构参与
绿发电力:5月20日接受机构调研,东方证券、鹏扬基金参与
证券之星 · 05-20
绿发电力:5月20日接受机构调研,东方证券、鹏扬基金参与
东方证券:存储价格持续上涨 继续把握存储产业链高确定性成长机遇
智通财经 · 05-20
东方证券:存储价格持续上涨 继续把握存储产业链高确定性成长机遇
东方证券:飞机租赁行业供需错配延续 飞机租赁行业进入资产重估周期
智通财经 · 05-20
东方证券:飞机租赁行业供需错配延续 飞机租赁行业进入资产重估周期
乐聚智能创业板IPO已受理 拟募资26亿元
智通财经 · 05-19
乐聚智能创业板IPO已受理 拟募资26亿元
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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财富及资产管理、投行及另类投资、机构及销售交易、国际及其他业务。公司的主要产品是财富管理、资产管理、期货业务、投资银行、另类投资、自营投资、客需业务、做市业务、研究服务、托管业务、国际及其他业务。
发行价格:
10.03
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目标价36.05港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2638599899","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638599899?lang=zh_cn&edition=full","pubTime":"2026-05-26 15:13","pubTimestamp":1779779580,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 东方证券发布研报称,乐舒适(02698)依托森大集团渠道优势,针对呈现格子化特征的非洲市场,构建以批发为主、经销与零售相结合的深度下沉渠道网络,未来有望将成功经验复制至更多新兴市场。该行预测2026-28年EPS分别0.23/0.27/0.32美元,根据可比公司估值给予2026年20倍PE,目标价36.05港元(1美元≈7.8363元港币),首次给予“买入”评级。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:卢昱君","market":"us","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":"https://finance.sina.com.cn/wm/2026-05-26/doc-inhzffsp2262127.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":"sina","symbols":["03958","600958","02698","EWH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638673645","title":"东方证券:国产黑电龙头内销份额将持续提升 AI互联与RGB背光重塑黑电格局","url":"https://stock-news.laohu8.com/highlight/detail?id=2638673645","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638673645?lang=zh_cn&edition=full","pubTime":"2026-05-26 11:23","pubTimestamp":1779765781,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,东方证券发布研报称,三星退出将利好国内黑电龙头承接30万台电视销量,国产头部品牌的竞争优势显著,该行预计国产头部品牌的内销份额将持续提升。东方证券主要观点如下:三星退出中国家电市场,TCL、海信视像内销份额有望提升5月6日三星正式宣布全面退出中国家电市场,仅保留手机、存储芯片业务及家电售后服务。国产头部品牌的竞争优势显著,该行预计国产头部品牌的内销份额将持续提升。","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/1445854.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","BK0188","BK0012","AIPO","BK0183","CHAT","600958","SG9999001051.SGD","BK1564","AGIX","BK1557","ARTY","01070","BK0276","03958","BK1096","SGXZ90724238.SGD","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638536884","title":"两位投行总部高级经理与东方证券的劳动争议","url":"https://stock-news.laohu8.com/highlight/detail?id=2638536884","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638536884?lang=zh_cn&edition=full","pubTime":"2026-05-25 16:12","pubTimestamp":1779696720,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 近日,上海开庭公告有两个开庭消息,一个是王X,起诉东方证券,另一个是尚某,起诉东方证券,缘由都是劳动合同纠纷。 公开资料显示,王X,任东方证券产业投行总部高级经理,研究生学历。投资者据此操作,风险自担。","market":"sg","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/marketresearch/2026-05-25/doc-inhzcati5066006.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":["600958","03958","BK0012","BK0188","BK0028","BK1147","BK0183","BK1564","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638535849","title":"东方证券:国产模型完成代际跃迁 建议关注国产算力核心环节","url":"https://stock-news.laohu8.com/highlight/detail?id=2638535849","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638535849?lang=zh_cn&edition=full","pubTime":"2026-05-25 15:17","pubTimestamp":1779693428,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,东方证券发布研报称,国产模型2026年以万亿参数MoE 架构、百万级Token上下文及国产芯片全栈适配完成代际跃迁。该行建议关注国产算力的核心环节。东方证券主要观点如下:国产大模型持续迭代,架构效率优势与商业闭环确立国产模型从2023—2024 年千亿参数通用模型备案放量、2025 年多项评测指标与海外差距快速收窄,到2026年以万亿参数MoE 架构、百万级Token 上下文及国产芯片全栈适配完成代际跃迁。","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/1445557.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":["BK1147","600958","BK1564","BK0028","03958","BK0012","BK0188","BK0276","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638096538","title":"沃尔核材:中金资本、东方证券等多家机构于5月21日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2638096538","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638096538?lang=zh_cn&edition=full","pubTime":"2026-05-25 15:15","pubTimestamp":1779693336,"startTime":"0","endTime":"0","summary":"证券之星消息,2026年5月22日沃尔核材发布公告称中金资本刘弦、东方证券卢政、中信资管江自牧、华夏基金金灿、民生加银基金张鼎周、聚众鑫创投彭建彬 谈云波、麻王投资冯健饶、中天国富证券李玉田、中信证券杨斌、西南证券韩晨于2026年5月21日调研我司。本次上市完成后,公司仍保持对上海科特的控股股东地位。","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/RB2026052500014996.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","BK0201","BK1564","BK1147","600958","09981","BK0181","BK0035","BK0183","BK0132","BK0028","BK1116","03958","002130","BK0077","BK0214","BK0034","BK0276","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638538370","title":"东方证券:首次覆盖乐舒适(02698)给予“买入”评级 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13:46","pubTimestamp":1779687968,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,东方证券发布研报称,乐舒适依托森大集团渠道优势,针对呈现格子化特征的非洲市场,构建以批发为主、经销与零售相结合的深度下沉渠道网络,未来有望将成功经验复制至更多新兴市场。该行预测2026-28年EPS分别0.23/0.27/0.32美元,根据可比公司估值给予2026年20倍PE,目标价36.05港元,首次给予“买入”评级。2)非洲婴儿纸尿裤、拉拉裤、卫生巾市场规模2029年有望分别增至36.3/5.6/14.1亿美元,2024-29年CAGR分别7/7.6/10.7%。","market":"us","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/1445534.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":["03958","02698","600958","EWH"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638589582","title":"东方证券:国内轮胎龙头积极破局 看好海外产能多点布局企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2638589582","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638589582?lang=zh_cn&edition=full","pubTime":"2026-05-25 09:38","pubTimestamp":1779673099,"startTime":"0","endTime":"0","summary":"美墨加协议原产地审查收紧,促使胎企在墨西哥落地全产业链本土化重资产布局。全球关税壁垒全面抬升,国内轮胎产能出口承压,全球产能多元化布局成为轮胎企业维持生存与盈利的核心前提。","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/1445497.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","600958","BK0012","BK1147","03958","BK0183","BK1564","BK0188","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638589583","title":"东方证券:AI Agent加速落地 OTA行业从智能导购走向交易闭环","url":"https://stock-news.laohu8.com/highlight/detail?id=2638589583","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638589583?lang=zh_cn&edition=full","pubTime":"2026-05-25 09:17","pubTimestamp":1779671870,"startTime":"0","endTime":"0","summary":"东方证券主要观点如下:OTA行业AI应用已从单点工具进入交易链路重构阶段AI在智能客服、动态定价、收益管理、行程规划和个性化推荐等环节的应用,核心是提升服务效率、降低用户决策成本、优化平台运营能力。东方证券认为,OTA的AI价值正在从“提升单点效率”走向“提升交易转化和生态运营效率”,后续更关键的是平台能否把AI与实时供给、价格库存、客服体系和履约能力打通。","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/1445493.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":["LU1224709979.USD","LU2039709279.SGD","SG9999011746.SGD","SG9999002562.SGD","LU0516423091.SGD","LU0823397103.USD","LU0348735423.USD","LU2348773727.SGD","LU0502904849.HKD","LU0417516738.SGD","LU2449936058.SGD","CHAT","BK1588","LU1880383366.USD","LU2106854487.HKD","LU0164865239.USD","IE0008368742.USD","LU0164880469.USD","LU2778985437.USD","LU0588546209.SGD","LU1719994722.HKD","LU0431992006.USD","LU0051755006.USD","LU0516422952.EUR","00780","BK0012","LU0173614495.USD","ARTY","09961","600958","LU0823397285.USD","BK0028","LU2476274720.SGD","LU0540923850.HKD","AIPO","03958","LU0181495838.USD","SG9999001093.SGD","HK0000306701.USD","LU0737861699.HKD","LU1770034418.SGD","LU2424517915.HKD","LU1102505929.USD","LU1115378108.SGD","LU0594300419.USD","LU0384037296.USD","LU0871576103.HKD","LU0315179316.USD","LU0516422440.USD","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638358934","title":"东方证券:玻璃基板性能优异 先进封装、存储等下游打开应用空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2638358934","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638358934?lang=zh_cn&edition=full","pubTime":"2026-05-25 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指多品牌战略韧性凸显","url":"https://stock-news.laohu8.com/highlight/detail?id=2637239081","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637239081?lang=zh_cn&edition=full","pubTime":"2026-05-22 17:16","pubTimestamp":1779441404,"startTime":"0","endTime":"0","summary":"金吾财讯 | 东方证券发布研报指,安踏体育 子公司Amer Sports26年一季度表现强劲,收入和经调整净利润同比分别增长32%和47%,公司上调26年全年经营指引:预计营收增速上调至20%-22%,经调整摊薄每股收益上调至1.18-1.23美元,对应全年经调整净利润同比增长27%-32%。作为Amer第一大股东,安踏26年有望获得更高股权收益。在消费整体低迷环境下,安踏多品牌国际化战略呈现更强韧性。参考可比公司,给予2026年17倍PE估值,对应目标价98.34港元,维持“买入”评级。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/MWIyNWQwZjQ4NTQyNjI4OTI5NDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWIyNWQwZjQ4NTQyNjI4OTI5NDE=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1982041","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03958","02020","600958"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637393169","title":"东方证券:厄尔尼诺强势来袭 高温红利有望驱动空调内销改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2637393169","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637393169?lang=zh_cn&edition=full","pubTime":"2026-05-22 14:08","pubTimestamp":1779430082,"startTime":"0","endTime":"0","summary":"东方证券主要观点如下:事件:厄尔尼诺强势来袭,高温红利有望驱动空调内销改善国家气候中心与NOAA预测,2026年5月将正式进入厄尔尼诺状态,夏秋季大概率形成中等及以上强度厄尔尼诺事件,发生概率达82%,秋冬季达峰值、持续至冬季概率为96%。","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/1444963.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","BK1564","BK0188","600958","BK0012","BK0183","03958","BK1147","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637367598","title":"东方证券:全球燃气轮机持续紧缺 国产燃机链厂商迎机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2637367598","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637367598?lang=zh_cn&edition=full","pubTime":"2026-05-22 11:46","pubTimestamp":1779421568,"startTime":"0","endTime":"0","summary":"两款航改燃气轮机新品Mod-1、Superpower,对燃气轮机供需缺口影响有限近期燃气轮机供给的边际变化在于部分航发产业链厂商开始尝试开发新型号产品,这有望带来燃气轮机短期产能的增量。因此,该行认为Mod-1、Superpower等两款航改燃气轮机新品推出后,燃气轮机供需缺口仍然较大。全球燃气轮机持续紧缺,该行认为国产燃气轮机有望凭借产业链完整、快速交付、高性价比等优势,抢占全球市场,推动国产燃机的全球市场份额加速提升。","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/1444933.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","BK0012","600958","BK0183","BK1147","BK0276","BK1564","03958"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637319385","title":"东方证券:国内企业20项研究入选ADA 2026大会重磅汇报 国产管线已逐渐展现国际竞争力","url":"https://stock-news.laohu8.com/highlight/detail?id=2637319385","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637319385?lang=zh_cn&edition=full","pubTime":"2026-05-21 16:25","pubTimestamp":1779351924,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,东方证券发布研报称,近日,ADA 2026大会标题公布,超20家国内企业的50余项研究将披露数据,其中20项研究入选重磅汇报。该行认为,国产管线已逐渐展现国际竞争力,尤其在小核酸、口服药物和超长效制剂等前沿领域具备显著优势,未来有望从对MNC扎堆的快速跟随转向立足未满足临床需求的引领式研发。","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/1444463.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","BK1147","BK0188","BK0183","BK0276","BK1564","03958","600958","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637020498","title":"东方证券:维持安踏体育(02020)“买入”评级 目标价98.34港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2637020498","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637020498?lang=zh_cn&edition=full","pubTime":"2026-05-21 14:22","pubTimestamp":1779344539,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,东方证券发布研报称,根据安踏体育26年Q1运营数据公告以及Amer最新的业绩指引,小幅上调公司26-27年的盈利预测,同时新引入28年盈利预测,预计2026-2028年每股收益分别为5.03、5.52和6.34元。参考可比公司,给予2026年17倍PE估值,对应目标价98.34港元,维持“买入”评级。Amer昨晚公布26年一季报,收入和经调整后净利润同比分别增长32%和47%,彰显出强劲的增长势头。安踏作为Amer的第一大股东,26年有望获得更高的股权收益增长。","market":"sh","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/1444399.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","02020","EWH","03958"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637806684","title":"东方证券:原料断供暴露日韩产业软肋 中国精细化工龙头有望受益","url":"https://stock-news.laohu8.com/highlight/detail?id=2637806684","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637806684?lang=zh_cn&edition=full","pubTime":"2026-05-21 11:30","pubTimestamp":1779334222,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,东方证券发布研报称,中东冲突和霍尔木兹海峡封锁导致原油和石脑油外输中断,对于全球化工造成双重打击。东方证券主要观点如下:石脑油价格出现显著分化中东冲突持续已超过2个月,但对于国内来说,日常生活几乎没有受到影响。更加雪上加霜的是日本的石脑油进口来源结构,长期以来主要依靠中东,以及亚洲周边国家。我国已具有较强竞争力,有望承接海外超预期需求增长的精细化工龙头企业也有望受益。","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/1444350.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","BK0188","03958","BK0276","600958","BK0028","BK1147","BK0012","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636844190","title":"长盈通:5月20日接受机构调研,东方证券、兴全基金等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2636844190","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636844190?lang=zh_cn&edition=full","pubTime":"2026-05-20 20:04","pubTimestamp":1779278656,"startTime":"0","endTime":"0","summary":"证券之星消息,2026年5月20日长盈通发布公告称公司于2026年5月20日接受机构调研,东方证券、兴全基金、南土资产、财通基金、申万菱信、国投瑞银、国寿养老、兴业证券参与。长盈通2026年一季报显示,一季度公司主营收入8479.91万元,同比上升29.54%;归母净利润589.87万元,同比下降28.72%;扣非净利润371.33万元,同比下降43.97%;负债率29.21%,投资收益96.27万元,财务费用178.05万元,毛利率46.34%。","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/RB2026052000039264.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":["03958","BK1147","BK0028","BK1564","BK0188","BK0183","BK0276","688143","BK0214","600958","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636841643","title":"绿发电力:5月20日接受机构调研,东方证券、鹏扬基金参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2636841643","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636841643?lang=zh_cn&edition=full","pubTime":"2026-05-20 19:33","pubTimestamp":1779276799,"startTime":"0","endTime":"0","summary":"证券之星消息,2026年5月20日绿发电力发布公告称公司于2026年5月20日接受机构调研,东方证券、鹏扬基金参与。公司“十五五”发展规划将在履行审批程序后进行披露,届时敬请关注。绿发电力主营业务:风能和太阳能投资、开发、运营。绿发电力2026年一季报显示,一季度公司主营收入11.77亿元,同比上升14.76%;归母净利润8896.28万元,同比下降65.01%;扣非净利润8849.6万元,同比下降65.12%;负债率73.86%,投资收益726.37万元,财务费用2.08亿元,毛利率36.93%。","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/RB2026052000037987.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":["BK0276","BK0012","BK0010","BK1147","BK0273","BK0188","03958","BK0183","600958","BK0102","BK1564","BK0028","000537"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636891350","title":"东方证券:存储价格持续上涨 继续把握存储产业链高确定性成长机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2636891350","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636891350?lang=zh_cn&edition=full","pubTime":"2026-05-20 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