601211 国泰海通
已收盘 02-05 15:00:00
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国泰海通:1月船舶价格结构分化 绿色动力技术应用持续落地
智通财经 · 14:54
国泰海通:1月船舶价格结构分化 绿色动力技术应用持续落地
张忆东,履新国泰海通!
市场资讯 · 13:03
张忆东,履新国泰海通!
国泰海通:政策注入消费动能 看好三方收单“铲子”公司
智通财经网 · 06:25
国泰海通:政策注入消费动能 看好三方收单“铲子”公司
国泰海通|金工:2月建议超配小盘风格,中长期继续看好小盘、成长风格
国泰君安证券研究 · 02-04 22:26
国泰海通|金工:2月建议超配小盘风格,中长期继续看好小盘、成长风格
丰元股份:国泰海通证券、天弘基金等多家机构于2月4日调研我司
证券之星 · 02-04 22:02
丰元股份:国泰海通证券、天弘基金等多家机构于2月4日调研我司
2月4日国泰海通现1笔折价11.96%的大宗交易 合计成交4146.56万元
证券之星 · 02-04 17:35
2月4日国泰海通现1笔折价11.96%的大宗交易 合计成交4146.56万元
国泰海通:汇率与运价边际回落 机械出口海外需求结构分化
智通财经 · 02-04 14:27
国泰海通:汇率与运价边际回落 机械出口海外需求结构分化
国泰海通:官方预期出行需求旺盛 春运航司表现值得期待
智通财经 · 02-04 14:27
国泰海通:官方预期出行需求旺盛 春运航司表现值得期待
国泰海通:计算机年报业绩增长与下滑两极分化 行业呈现“两头大、中间小”特征
智通财经 · 02-04 14:05
国泰海通:计算机年报业绩增长与下滑两极分化 行业呈现“两头大、中间小”特征
国泰海通稳债增利债券发起A基金经理变动:增聘邓雅琨为基金经理
证券之星 · 02-04 09:31
国泰海通稳债增利债券发起A基金经理变动:增聘邓雅琨为基金经理
国泰海通:鹰派沃什交易落地 股市波动率攀升
智通财经 · 02-04 06:46
国泰海通:鹰派沃什交易落地 股市波动率攀升
国泰海通:光纤行业涨价趋势明确 关注CPO/OIO从0-1的变化机会
智通财经 · 02-04 06:42
国泰海通:光纤行业涨价趋势明确 关注CPO/OIO从0-1的变化机会
国泰海通:中国本土研发能力及市场获认可 为中国及全球患者提供尖端治疗方案
智通财经 · 02-03 15:35
国泰海通:中国本土研发能力及市场获认可 为中国及全球患者提供尖端治疗方案
【券商聚焦】国泰海通:新经济景气中枢上移,盈利改善范围扩散
金吾财讯 · 02-03 09:09
【券商聚焦】国泰海通:新经济景气中枢上移,盈利改善范围扩散
国泰海通:贵金属价格巨震 关注新任美联储主席带来的变化
智通财经 · 02-03 06:34
国泰海通:贵金属价格巨震 关注新任美联储主席带来的变化
国泰海通|固收:“做陡曲线”还是“宏观对冲”,基金参与国债期货的两面
国泰君安证券研究 · 02-02 22:17
国泰海通|固收:“做陡曲线”还是“宏观对冲”,基金参与国债期货的两面
22家上市券商去年业绩集体报喜 3家净利超百亿
第一财经 · 02-02 19:58
22家上市券商去年业绩集体报喜 3家净利超百亿
国泰海通:春节假期再延将保障探亲出游继续两旺 建议布局航空长逻辑
智通财经 · 02-02
国泰海通:春节假期再延将保障探亲出游继续两旺 建议布局航空长逻辑
21家上市券商业绩预喜 中信证券净利反超国泰海通重回榜首
南方都市报 · 02-02
21家上市券商业绩预喜 中信证券净利反超国泰海通重回榜首
港股异动 | 国泰海通(02611)涨超4% 预期年度归母净利同比增加至多1.15倍 公司合并规模效应凸显
智通财经 · 02-02
港股异动 | 国泰海通(02611)涨超4% 预期年度归母净利同比增加至多1.15倍 公司合并规模效应凸显
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公司概况
公司名称:
国泰海通证券股份有限公司
所属行业:
资本市场服务
上市日期:
2015-06-26
主营业务:
国泰海通证券股份有限公司的主营业务是财富管理业务、投资银行业务、机构与交易业务、投资管理业务和国际业务。公司的主要产品是证券及期货经纪、金融产品、投资咨询、融资融券、股票质押、约定购回、上市保荐、股票承销、债券承销、结构性债务融资、并购财务顾问、企业多样化解决方案、研究、机构经纪、交易投资、股权投资、资产管理、基金管理服务、国际业务。公司连续17年获得中国证监会A类AA级分类评价、持续入选证券公司“白名单”、连续4年获得行业文化建设实践评估最高评级、保持标普BBB+和穆迪Baa1的国际信用评级。
发行价格:
19.71
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14:54","pubTimestamp":1770274455,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通发布研报称,1月全球新船价格指数为184.29点,同比下降2.69%、环比下降0.19%;船舶价格结构分化,新船价格震荡偏弱、二手船价格继续走强。开年多类型船舶交付及新接订单稳步推进,绿色动力技术应用持续落地1)中船澄西顺利完成希腊籍“安特普”轮修理项目。该船为系列船第4艘,标志国产甲醇双燃料动力技术在实船应用中的成熟度进一步提升,推动广船国际在绿色环保船型领域竞争力持续增强。","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/1401991.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":["BK0218","BK0184","BK0028","601211","BK0183","BK1147","601330","BK1564","SG9999001069.SGD","BK0201","02611","BK0188","BK0276","BK0012"],"gpt_icon":0},{"id":"2609347808","title":"张忆东,履新国泰海通!","url":"https://stock-news.laohu8.com/highlight/detail?id=2609347808","media":"市场资讯","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609347808?lang=zh_cn&edition=full","pubTime":"2026-02-05 13:03","pubTimestamp":1770267780,"startTime":"0","endTime":"0","summary":" 担任海通国际执委和首席经济学家知名海外策略分析师张忆东新的职业方向落地。 张忆东,复旦大学国际金融系学士、硕士,上海交通大学上海高级金融学院EMBA,曾任兴业证券经济和金融研究院副院长、研究所副所长、全球首席策略分析师,兴证(香港)金控副行政总裁、兴证国际副总裁,兼任复旦大学经济学院专业学位校外兼职导师。 截至目前,张忆东已在兴业证券工作20余载,几乎霸榜每次的海外策略第一名。","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/fxsdt/2026-02-05/doc-inhktwvi8980507.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1564","BK0184","BK0188","BK0276","BK0012","BK1147","601211","BK0201","BK0028","BK0183","02611"],"gpt_icon":0},{"id":"2609231908","title":"国泰海通:政策注入消费动能 看好三方收单“铲子”公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2609231908","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609231908?lang=zh_cn&edition=full","pubTime":"2026-02-05 06:25","pubTimestamp":1770243927,"startTime":"0","endTime":"0","summary":"国泰海通发布研报称,26年开年之际促消费政策频发,扩内需战略持续推进,将加速消费信心提振,推动消费需求扩张。","market":"hk","thumbnail":"https://img.zhitongcaijing.com/image/20260205/20260205062620_17535.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260205/20260205062620_17535.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1401810.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":"highlight_zhitongcaijin","symbols":["BK0183","BK0184","BK0028","02611","601211","BK0012","BK0188","BK0201","BK0276","BK1147","BK1564"],"gpt_icon":0},{"id":"2609392897","title":"国泰海通|金工:2月建议超配小盘风格,中长期继续看好小盘、成长风格","url":"https://stock-news.laohu8.com/highlight/detail?id=2609392897","media":"国泰君安证券研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609392897?lang=zh_cn&edition=full","pubTime":"2026-02-04 22:26","pubTimestamp":1770215160,"startTime":"0","endTime":"0","summary":"根据量化模型信号,2月建议超配小盘风格,均衡配置价值成长风格。中长期观点,未来一年继续看好小盘风格、成长风格。报告名称:2月建议超配小盘风格,中长期继续看好小盘、成长风格;报告日期:2026.02.04 报告作者:郑雅斌(分析师),登记编号:S0880525040105张雪杰(分析师),登记编号:S0880522040001朱惠东(分析师),登记编号:S0880525070025重要提醒本订阅号所载内容仅面向国泰海通证券研究服务签约客户。","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=MzA5MzEwMDEzNQ==&mid=2650536484&idx=2&sn=6fea89da85a6b6edae68fa824db25949&chksm=8916fc143349e8fafe15c030e5aed9fca14fa1baec3d3c096c398cf3774e2b48a4266eab0323&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":["BK0276","02611","BK0201","BK0183","BK0028","BK1147","BK1564","BK0012","BK0188","BK0184","601211"],"gpt_icon":0},{"id":"2608367091","title":"丰元股份:国泰海通证券、天弘基金等多家机构于2月4日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2608367091","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608367091?lang=zh_cn&edition=full","pubTime":"2026-02-04 22:02","pubTimestamp":1770213753,"startTime":"0","endTime":"0","summary":"证券之星消息,2026年2月4日丰元股份发布公告称国泰海通证券、天弘基金于2026年2月4日调研我司。目前,公司磷酸铁锂产品的有效产能利用率维持在相对高位。丰元股份主营业务:草酸业务和锂电池正极材料业务。","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":"https://stock.stockstar.com/RB2026020400041098.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":["BK0184","BK1147","601211","161027","002805","BK0229","BK0183","02611","BK0276","BK0012","BK0201","BK1564","BK0188","BK0028"],"gpt_icon":0},{"id":"2608540183","title":"2月4日国泰海通现1笔折价11.96%的大宗交易 合计成交4146.56万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2608540183","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608540183?lang=zh_cn&edition=full","pubTime":"2026-02-04 17:35","pubTimestamp":1770197704,"startTime":"0","endTime":"0","summary":"证券之星消息,2月4日国泰海通发生大宗交易,交易数据如下:大宗交易成交价格17.6元,相对当日收盘价折价11.96%,成交235.6万股,成交金额4146.56万元,买方营业部为中信证券股份有限公司无锡分公司,卖方营业部为国联民生证券股份有限公司无锡中山路证券营业部。近三个月该股共发生5笔大宗交易,合计成交5.67万手,折价成交2笔。截至2026年2月4日收盘,国泰海通报收于19.99元,上涨2.51%,换手率0.95%,成交量128.7万手,成交额25.56亿元。","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/RB2026020400030002.shtml","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":"stockstar","symbols":["BK1147","02611","BK1564","BK0028","BK0184","BK0012","601211","BK0188","BK0183","BK0276","BK0201"],"gpt_icon":0},{"id":"2608337974","title":"国泰海通:汇率与运价边际回落 机械出口海外需求结构分化","url":"https://stock-news.laohu8.com/highlight/detail?id=2608337974","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608337974?lang=zh_cn&edition=full","pubTime":"2026-02-04 14:27","pubTimestamp":1770186462,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通发布研报称,美元兑人民币小幅贬值,主要航线海运费同比继续下滑;美国餐饮RPI环比下降,美国住房市场指数环比承压。该行看好市场占有率高、供应链韧性强、并已建立成熟海外产能的标的。国泰海通主要观点如下:成本跟踪美元兑人民币汇率小幅贬值;欧洲航线、美东航线、美西航线、东南亚航线海运费同比下降。4)摩托车行业:2025年12月,中国摩托车出口额环比下降2.73%,同比上升15.83%;出口量环比下降6.79%,同比上升16.29%。","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/1401465.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","BK0184","02611","BK0028","BK1564","BK0201","BK1147","601211","BK0188","BK0276","BK0012"],"gpt_icon":0},{"id":"2608337115","title":"国泰海通:官方预期出行需求旺盛 春运航司表现值得期待","url":"https://stock-news.laohu8.com/highlight/detail?id=2608337115","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608337115?lang=zh_cn&edition=full","pubTime":"2026-02-04 14:27","pubTimestamp":1770186451,"startTime":"0","endTime":"0","summary":"2026年春节假期将调休9天,再度延长将保障探亲出游需求继续旺盛。2026年春运预期:官方预期需求旺盛,各交通方式客流均将再创新高近日全国春运电视电话会议预计,2026年春运跨区域人员流动量将达95亿人次,同比增长约5.3%,将再创历史新高。考虑全国铁路1月26日调图增列相对有限,且民航春运整体加班量将较为有限,高客座率与票价市场化将有利于航司收益管理,春运表现值得期待。","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/1401469.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":["02611","601211","BK0201","BK0028","BK0183","BK0012","BK0188","BK1564","BK1147","BK0276","BK0184"],"gpt_icon":0},{"id":"2608321523","title":"国泰海通:计算机年报业绩增长与下滑两极分化 行业呈现“两头大、中间小”特征","url":"https://stock-news.laohu8.com/highlight/detail?id=2608321523","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608321523?lang=zh_cn&edition=full","pubTime":"2026-02-04 14:05","pubTimestamp":1770185149,"startTime":"0","endTime":"0","summary":"2025年业绩预告中正向增长公司占比过半,呈现增长与下滑并存的两极分化格局,利润端改善强于营收端,增速靠前公司所处细分行业主要以算力/信创/金融IT为主。在净利润体量约1亿元及以上的公司中,业绩分化特征较为显著。2025年计算机行业业绩正向占比过半,增长与下滑两极分化根据申万行业分类,358家计算机公司中发布业绩预告238家,占比达到了66.5%。整体呈现“两头大、中间小”的特征,高增长与大幅下滑合计190家,占79.2%。","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/1401456.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":["BK0012","02611","BK1147","BK0183","BK0201","159998","601211","BK0028","BK1564","BK0188","BK0184","BK0276"],"gpt_icon":0},{"id":"2608380302","title":"国泰海通稳债增利债券发起A基金经理变动:增聘邓雅琨为基金经理","url":"https://stock-news.laohu8.com/highlight/detail?id=2608380302","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608380302?lang=zh_cn&edition=full","pubTime":"2026-02-04 09:31","pubTimestamp":1770168676,"startTime":"0","endTime":"0","summary":"证券之星消息,2026年2月4日,国泰海通稳债增利债券发起发布公告,增聘邓雅琨为基金经理,任职日期自2026年2月4日起,胡崇海不再担任该基金基金经理,离任日期为2026年2月4日,变更后国泰海通稳债增利债券发起的基金经理为朱莹,邓雅琨。截止2026年2月3日,国泰海通稳债增利债券发起净值为1.0675,较上一日上涨0.22%,近一年上涨3.5%。","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/RB2026020400008848.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":["601211","BK0276","BK0012","BK0184","BK0183","BK0201","BK1564","BK1147","BK0188","BK0028","02611"],"gpt_icon":0},{"id":"2608097386","title":"国泰海通:鹰派沃什交易落地 股市波动率攀升","url":"https://stock-news.laohu8.com/highlight/detail?id=2608097386","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608097386?lang=zh_cn&edition=full","pubTime":"2026-02-04 06:46","pubTimestamp":1770158799,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通发布研报称,上周新兴市场涨幅收窄、发达市场收平,特朗普提名联储主席候选人沃什导致“鹰派”交易,避险资产与有色领跌。资金面上,由于美联储主席提名人选偏鹰派,美联储降息预期走弱。债市方面,美国10Y国债利率上升幅度最大。","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/1401309.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","BK1147","BK0012","BK4585","BK4588","BK0276","BK0188","BK4581","BK0028","601211","BK0201","BK1564","02611","BK0184"],"gpt_icon":0},{"id":"2608013386","title":"国泰海通:光纤行业涨价趋势明确 关注CPO/OIO从0-1的变化机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2608013386","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608013386?lang=zh_cn&edition=full","pubTime":"2026-02-04 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为中国及全球患者提供尖端治疗方案","url":"https://stock-news.laohu8.com/highlight/detail?id=2608828981","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608828981?lang=zh_cn&edition=full","pubTime":"2026-02-03 15:35","pubTimestamp":1770104101,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通发布研报称,在英国首相访华期间,阿斯利康宣布计划在中国投资150亿美元,为中国及全球患者提供尖端治疗方案。该行认为,本次投资再次证明在中国工程师红利及生物医药能力的持续验证下,MNC对于中国本土研发能力及中国市场的兴趣和认可。这项投资将充分利用中国卓越的科学实力、先进的制造能力以及中英医疗健康生态系统合作优势,为中国及全球患者提供尖端治疗方案。","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/1400979.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":["BK0201","BK0183","BK1147","BK0184","BK0028","BK0188","02611","601211","BK0276","BK1564","BK0012"],"gpt_icon":0},{"id":"2608812169","title":"【券商聚焦】国泰海通:新经济景气中枢上移,盈利改善范围扩散","url":"https://stock-news.laohu8.com/highlight/detail?id=2608812169","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608812169?lang=zh_cn&edition=full","pubTime":"2026-02-03 09:09","pubTimestamp":1770080949,"startTime":"0","endTime":"0","summary":"2025年四季度经济转型加快,新经济景气中枢明显上移,并由AI向出海、资源品、服务消费等更多领域扩散。PMI结构上大型企业景气占优趋势延续,企业生产经营预期与订单分项改善明显;4)高技术出口景气保持高位。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1974431","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":["BK1147","BK0188","601211","02611","BK0028","159822","BK0276","BK0184","BK0183","BK1564","BK0201","BK0012"],"gpt_icon":0},{"id":"2608581567","title":"国泰海通:贵金属价格巨震 关注新任美联储主席带来的变化","url":"https://stock-news.laohu8.com/highlight/detail?id=2608581567","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608581567?lang=zh_cn&edition=full","pubTime":"2026-02-03 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3家净利超百亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2608886645","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608886645?lang=zh_cn&edition=full","pubTime":"2026-02-02 19:58","pubTimestamp":1770033480,"startTime":"0","endTime":"0","summary":" 随着1月收官,上市券商年报预告披露的首个高峰期结束。得益于A股过去一年的震荡上行,券商经纪及自营业务显著增长,进而带动整体业绩回暖。 Wind统计显示,截至1月底,中信证券等5家上市券商已披露2025年业绩快报,另有17家披露了当期业绩预告,合计占到上市券商总数的五成左右。整体来看,上述22家券商业绩集体报喜,8家去年的归母净利润增幅预计超七成。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2026-02-02/doc-inhkmsha7945192.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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建议布局航空长逻辑","url":"https://stock-news.laohu8.com/highlight/detail?id=2608685612","media":"智通财经","labels":["economic"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608685612?lang=zh_cn&edition=full","pubTime":"2026-02-02 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10:20","pubTimestamp":1769998813,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通涨超4%,截至发稿,涨3.16%,报39.84港元,成交2052.5万港元。消息面上,近日,国泰海通发布公告,经初步测算,预计集团2025年年度实现归属于母公司所有者的净利润人民币275.33亿元到280.06亿元,同比增加111%到115%。实现归属于母公司所有者的扣除非经常性损益的净利润人民币210.53亿元到215.16亿元,同比增加69%到73%。","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/1400400.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":["BK1147","BK0276","BK0012","601211","BK0183","VT","BK0028","BK0184","BK0201","BK1564","BK4585","02611","BK0188","BK4588"],"gpt_icon":0}],"profile":{"ret":0,"serverTime":1770280676809,"stockEarnings":[{"period":"1week","weight":0.0183},{"period":"1month","weight":-0.0449},{"period":"3month","weight":0.0101},{"period":"6month","weight":0.0074},{"period":"1year","weight":0.152},{"period":"ytd","weight":-0.0273}],"compareEarnings":[{"period":"1week","weight":-0.0118},{"period":"1month","weight":0.0196},{"period":"3month","weight":0.0236},{"period":"6month","weight":0.1285},{"period":"1year","weight":0.262},{"period":"ytd","weight":0.0336}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"国泰海通证券股份有限公司","boardCode":"AI0067","boardName":"资本市场服务","stockholders":"359102人(较上一季度减少4.60%)","perCapita":"37577股","listingDate":"2015-06-26","address":"上海市浦东新区中国(上海)自由贸易试验区商城路618号","registeredCapital":"1762892万元","survey":" 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