601211 国泰海通
已收盘 01-06 15:00:00
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国泰海通:AI应用估值性价比高 关注互联网与传媒
智通财经 · 06:48
国泰海通:AI应用估值性价比高 关注互联网与传媒
国泰海通|金工:大类资产及择时观点月报(2026.01)——股票市场发出正向信号
国泰君安证券研究 · 01-06 22:25
国泰海通|金工:大类资产及择时观点月报(2026.01)——股票市场发出正向信号
国泰海通|电子:互联网大厂加速AI布局,国产算力需求增长可期
国泰君安证券研究 · 01-06 22:25
国泰海通|电子:互联网大厂加速AI布局,国产算力需求增长可期
股市必读:新发布《上海维科精密模塑股份有限公司与国泰海通证券股份有限公司关于上海维科精密模塑股份有限公司向不特定对象发行可转换公司债券申请文件的审核问询函的回复》
证券之星 · 01-06 02:32
股市必读:新发布《上海维科精密模塑股份有限公司与国泰海通证券股份有限公司关于上海维科精密模塑股份有限公司向不特定对象发行可转换公司债券申请文件的审核问询函的回复》
国泰海通:Micro LED行业“涅槃重生” 2026年起有望迈入多场景应用
智通财经 · 01-05 21:23
国泰海通:Micro LED行业“涅槃重生” 2026年起有望迈入多场景应用
国泰海通:太空光伏有望驱动行业长期需求 设备公司率先受益
智通财经 · 01-05 15:50
国泰海通:太空光伏有望驱动行业长期需求 设备公司率先受益
国泰海通:衍生品业务将是券商业未来分化关键 推荐华泰证券(601688.SH)等
智通财经 · 01-05 11:20
国泰海通:衍生品业务将是券商业未来分化关键 推荐华泰证券(601688.SH)等
【券商聚焦】国泰海通:2026H1预计猪价延续低迷,行业延续低利润
金吾财讯 · 01-05 09:11
【券商聚焦】国泰海通:2026H1预计猪价延续低迷,行业延续低利润
国泰海通|批零社服:2026旅游市场强劲开局,行业前景可期——元旦假期数据点评
国泰君安证券研究 · 01-04 21:12
国泰海通|批零社服:2026旅游市场强劲开局,行业前景可期——元旦假期数据点评
国泰海通|农业:周期破晓见曦,成长擎画新篇——展望2026行业报告
国泰君安证券研究 · 01-04 21:12
国泰海通|农业:周期破晓见曦,成长擎画新篇——展望2026行业报告
国泰海通|非银:销售费新规落地,优化短期赎回费要求
国泰君安证券研究 · 01-04 21:12
国泰海通|非银:销售费新规落地,优化短期赎回费要求
【券商聚焦】国泰海通:原生大模型公司港股上市进程推进 看好AI整体落地趋势及其带来的投资机会
金吾财讯 · 01-02
【券商聚焦】国泰海通:原生大模型公司港股上市进程推进 看好AI整体落地趋势及其带来的投资机会
每周股票复盘:国泰海通(601211)获准注册发债总额不超1100亿
证券之星 · 01-02
每周股票复盘:国泰海通(601211)获准注册发债总额不超1100亿
年内30家券商斩获A股IPO保荐项目 国泰海通保荐17家居首
新浪证券 · 2025-12-31
年内30家券商斩获A股IPO保荐项目 国泰海通保荐17家居首
国泰海通(601211)披露向专业投资者公开发行公司债券获注册批复,12月31日股价上涨0.2%
证券之星 · 2025-12-31
国泰海通(601211)披露向专业投资者公开发行公司债券获注册批复,12月31日股价上涨0.2%
国泰海通|金工:国泰海通量化选股系列(一)——基于PLS模型复合因子预期收益信号的应用研究
国泰君安证券研究 · 2025-12-31
国泰海通|金工:国泰海通量化选股系列(一)——基于PLS模型复合因子预期收益信号的应用研究
国泰海通|传媒:大模型公司上市推进,看好AI技术发展与商业落地
国泰君安证券研究 · 2025-12-31
国泰海通|传媒:大模型公司上市推进,看好AI技术发展与商业落地
国泰海通|电子:Mini LED技术的渗透率预计将不断提升
国泰君安证券研究 · 2025-12-31
国泰海通|电子:Mini LED技术的渗透率预计将不断提升
国泰海通:二手船价延续上行趋势 我国绿色船舶改装取得阶段性进展
智通财经 · 2025-12-31
国泰海通:二手船价延续上行趋势 我国绿色船舶改装取得阶段性进展
12月31日信科移动涨8.13%,国泰海通量化选股混合发起A基金重仓该股
证券之星 · 2025-12-31
12月31日信科移动涨8.13%,国泰海通量化选股混合发起A基金重仓该股
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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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22:25","pubTimestamp":1767709500,"startTime":"0","endTime":"0","summary":"上月因子信号为正向,Wind全A当月收益率为3.30%。根据2025年12月底的最新数据,行业复合趋势因子为0.46,维持正向信号。报告来源以上内容节选自国泰海通证券已发布的证券研究报告。报告名称:大类资产及择时观点月报——股票市场发出正向信号;报告日期:2026.01.05 报告作者:郑雅斌(分析师),登记编号:S0880525040105曹君豪(分析师),登记编号:S0880525040094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":"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=MzA5MzEwMDEzNQ==&mid=2650535833&idx=3&sn=8a233d9d39d8aaf48fa65afe7df8aa6f&chksm=8931f996b77c25c0c950aef55343ed653657b1efbe29c81406438ba8f4a7c0b96a0dfaa58150&scene=0#rd","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":"weixin_highlight","symbols":["BK0188","BK0184","BK1147","BK0012","BK1564","BK0276","BK0201","02611","BK0183","601211","BK0028"],"gpt_icon":0},{"id":"2601817930","title":"国泰海通|电子:互联网大厂加速AI布局,国产算力需求增长可期","url":"https://stock-news.laohu8.com/highlight/detail?id=2601817930","media":"国泰君安证券研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601817930?lang=zh_cn&edition=full","pubTime":"2026-01-06 22:25","pubTimestamp":1767709500,"startTime":"0","endTime":"0","summary":"我们认为互联网大厂正加速AI布局,加快AI盈利闭环,国产算力预计受益。AI应用及AI端侧的爆发或将加速AI推理需求增长,国产算力或充分受益。报告名称:互联网大厂加速AI布局,国产算力需求增长可期;报告日期:2026.01.05 报告作者:舒迪(分析师),登记编号:S0880521070002段笑南,登记编号:S0880124070028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":"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=MzA5MzEwMDEzNQ==&mid=2650535833&idx=5&sn=0fb43584499c6dcffab8def613dab912&chksm=897c4339eff10cb79f927eb3538618be5f74d4c4cce3053d3ecdb9f3632aeddecc21cf902228&scene=0#rd","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":"weixin_highlight","symbols":["BK0012","160636","BK0028","02611","BK0184","BK0183","BK1147","159792","BK0276","BK0188","BK1564","601211","BK0201"],"gpt_icon":0},{"id":"2601397638","title":"股市必读:新发布《上海维科精密模塑股份有限公司与国泰海通证券股份有限公司关于上海维科精密模塑股份有限公司向不特定对象发行可转换公司债券申请文件的审核问询函的回复》","url":"https://stock-news.laohu8.com/highlight/detail?id=2601397638","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601397638?lang=zh_cn&edition=full","pubTime":"2026-01-06 02:32","pubTimestamp":1767637930,"startTime":"0","endTime":"0","summary":"国泰海通证券股份有限公司关于上海维科精密模塑股份有限公司向不特定对象发行可转换公司债券之上市保荐书国泰海通证券股份有限公司出具了关于上海维科精密模塑股份有限公司向不特定对象发行可转换公司债券的上市保荐书。","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/RB2026010600001237.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","BK0188","BK0276","BK1147","BK0184","161027","BK0264","02611","301499","BK0201","BK0183","BK1564","BK0012","BK0028"],"gpt_icon":0},{"id":"2601188103","title":"国泰海通:Micro LED行业“涅槃重生” 2026年起有望迈入多场景应用","url":"https://stock-news.laohu8.com/highlight/detail?id=2601188103","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601188103?lang=zh_cn&edition=full","pubTime":"2026-01-05 21:23","pubTimestamp":1767619418,"startTime":"0","endTime":"0","summary":"国泰海通证券主要观点如下:Micro LED被称为“终极显示技术”。2024年Micro LED产业的“至暗时刻”。早在2018年,苹果公司就认为能够在2020年为Apple Watch配备Micro LED屏幕,但这一时间表最终被推迟到2024年甚至更久。2025年Micro LED行业的“涅槃重生”及未来展望。②、2025年9月,佳明推出全球首款Micro LED智能手表Fenix 8 Pro,表明Micro LED技术在智能手表上已具备商业化能力。","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/1388888.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","BK0184","BK1147","BK0012","BK1564","BK0276","BK0201","02611","BK0183","601211","BK0028"],"gpt_icon":0},{"id":"2601006720","title":"国泰海通:太空光伏有望驱动行业长期需求 设备公司率先受益","url":"https://stock-news.laohu8.com/highlight/detail?id=2601006720","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601006720?lang=zh_cn&edition=full","pubTime":"2026-01-05 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推荐华泰证券(601688.SH)等","url":"https://stock-news.laohu8.com/highlight/detail?id=2601710570","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601710570?lang=zh_cn&edition=full","pubTime":"2026-01-05 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09:11","pubTimestamp":1767575463,"startTime":"0","endTime":"0","summary":"1)价格:2026H1预计猪价延续低迷,行业延续低利润。1)白鸡产业链价格陷入深度低迷,供需回归平衡尚需时间。2)黄鸡价格或将小幅修复,关注中华土鸡推广活动对黄鸡消费的带动作用。2)2022-2024年的价格低位推动去化,2025年起出栏量环比下降,价格有望持续景气。1)2026年养殖存栏量仍然较高,行业景气度持续向上,其中2026年上半年企业饲料销量增速预期高于下半年。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1972529","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":["BK0276","01068","SG9999002950.SGD","SG9999001226.SGD","LU0287142896.SGD","01340","01610","BK0012","LU0541501648.USD","SG9999001051.SGD","00288","LU0274383008.USD","BK1564","BK1543","BK0183","LU0541502299.USD","LU1166156734.SGD","02611","BK1147","BK1603","BK0184","601211","SGXZ90724238.SGD","BK0201","BK1521","BK0028","BK0188","BK1549","SG9999001069.SGD","LU0173614495.USD","LU0702159699.USD","BK1237"],"gpt_icon":0},{"id":"2601402944","title":"国泰海通|批零社服:2026旅游市场强劲开局,行业前景可期——元旦假期数据点评","url":"https://stock-news.laohu8.com/highlight/detail?id=2601402944","media":"国泰君安证券研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601402944?lang=zh_cn&edition=full","pubTime":"2026-01-04 21:12","pubTimestamp":1767532320,"startTime":"0","endTime":"0","summary":"报告导读:2026年元旦假期,离岛免税购物热度持续走高,交通出行再创新高。海关统计,当日共监管海南离岛免税销售15.9万件,同比增长70.6%;购物人数3.3万人次,同比增长77.6%;购物金额2.54亿元,同比增长156.6%。报告名称:2026旅游市场强劲开局,行业前景可期;报告日期:2026.01.04 报告作者:刘越男(分析师),登记编号:S0880516030003许樱之(分析师),登记编号:S0880525040012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":"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=MzA5MzEwMDEzNQ==&mid=2650535780&idx=3&sn=b2123f9cc807b650b375a657ce18ea80&chksm=89720f0d3b7b901a21829197b7040d27c3e9b6c2ed384076c01974e894eaf7c98580ca0a5751&scene=0#rd","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":"weixin_highlight","symbols":["BK0012","BK0276","BK1564","BK0188","BK0201","BK0028","02611","601211","BK0184","BK1147","BK0183"],"gpt_icon":0},{"id":"2601294400","title":"国泰海通|农业:周期破晓见曦,成长擎画新篇——展望2026行业报告","url":"https://stock-news.laohu8.com/highlight/detail?id=2601294400","media":"国泰君安证券研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601294400?lang=zh_cn&edition=full","pubTime":"2026-01-04 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报告作者:林逸丹(分析师),登记编号:S0880524090001王艳君(分析师),登记编号:S0880520100002巩健(分析师),登记编号:S0880525040051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":"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=MzA5MzEwMDEzNQ==&mid=2650535780&idx=6&sn=3185cd69fb330a373266891868f4aae4&chksm=89d65ec72961bf95627a1743edc1393926aee23bc528286cd5a4c68e53b0243035902c44794c&scene=0#rd","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":"weixin_highlight","symbols":["BK0012","BK0188","BK0184","BK0028","BK0201","BK0276","BK1147","BK0183","601211","02611","BK1564"],"gpt_icon":0},{"id":"2601029447","title":"国泰海通|非银:销售费新规落地,优化短期赎回费要求","url":"https://stock-news.laohu8.com/highlight/detail?id=2601029447","media":"国泰君安证券研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601029447?lang=zh_cn&edition=full","pubTime":"2026-01-04 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