601211 国泰海通
已收盘 01-12 15:00:00
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海思科:1月10日召开分析师会议,东方证券、国泰海通等多家机构参与
证券之星 · 18:01
海思科:1月10日召开分析师会议,东方证券、国泰海通等多家机构参与
【券商聚焦】国泰海通:具身智能硬件路径已经明晰 核心供应链环节正在孕育
金吾财讯 · 17:17
【券商聚焦】国泰海通:具身智能硬件路径已经明晰 核心供应链环节正在孕育
1月12日信科移动连续2日创60日新高,国泰海通量化选股混合发起A基金重仓该股
证券之星 · 15:38
1月12日信科移动连续2日创60日新高,国泰海通量化选股混合发起A基金重仓该股
国泰海通:看好稀土作为关键战略资源投资价值 2026年黄金价格有支撑
智通财经 · 14:35
国泰海通:看好稀土作为关键战略资源投资价值 2026年黄金价格有支撑
两融新开154万户创近十年新高!总户数较2016年接近翻倍
智通财经网 · 14:19
两融新开154万户创近十年新高!总户数较2016年接近翻倍
【券商聚焦】国泰海通:重视CPI主线驱动下的复苏机会 重视新消费孕育出的结构性机会
金吾财讯 · 09:17
【券商聚焦】国泰海通:重视CPI主线驱动下的复苏机会 重视新消费孕育出的结构性机会
国泰海通|电新:钠电团体标准正式发布,产业化加速推进
国泰君安证券研究 · 01-11 21:51
国泰海通|电新:钠电团体标准正式发布,产业化加速推进
国泰海通|机械:CES 2026:定义AI物理边界,加速具身智能规模化落地
国泰君安证券研究 · 01-11 21:51
国泰海通|机械:CES 2026:定义AI物理边界,加速具身智能规模化落地
国泰海通|传媒:搜索入口迁徙,GEO营销起量——AI营销系列报告一
国泰君安证券研究 · 01-11 21:51
国泰海通|传媒:搜索入口迁徙,GEO营销起量——AI营销系列报告一
国泰海通|食饮:破局见成效,看多餐供——餐饮供应链跟踪报告
国泰君安证券研究 · 01-11 21:51
国泰海通|食饮:破局见成效,看多餐供——餐饮供应链跟踪报告
国泰海通|食饮:服务消费的春天——国泰海通消费大组专题报告
国泰君安证券研究 · 01-11 21:51
国泰海通|食饮:服务消费的春天——国泰海通消费大组专题报告
国泰海通|固收:“负久期”、信用套息和地方债套保——2025年现券-国债期货新策略的演进和表现
国泰君安证券研究 · 01-11 21:51
国泰海通|固收:“负久期”、信用套息和地方债套保——2025年现券-国债期货新策略的演进和表现
国泰海通:美联储1月降息门槛仍高
环球市场播报 · 01-10 13:54
国泰海通:美联储1月降息门槛仍高
国泰海通|宏观:核心通胀韧性仍在——2025年12月物价数据点评
国泰君安证券研究 · 01-09
国泰海通|宏观:核心通胀韧性仍在——2025年12月物价数据点评
国泰海通:存储超级大周期正在上演 关注相关半导体设备/材料公司
智通财经 · 01-09
国泰海通:存储超级大周期正在上演 关注相关半导体设备/材料公司
国泰海通 · 首席大咖谈|军工杨天昊:商业航天的星辰大海
国泰君安证券研究 · 01-09
国泰海通 · 首席大咖谈|军工杨天昊:商业航天的星辰大海
世纪华通:1月7日接受机构调研,国泰海通证券、人保私募等多家机构参与
证券之星 · 01-08
世纪华通:1月7日接受机构调研,国泰海通证券、人保私募等多家机构参与
国泰海通:12月进口木浆市场分化 预计2026年1月浆价持续上涨
智通财经 · 01-08
国泰海通:12月进口木浆市场分化 预计2026年1月浆价持续上涨
国泰海通:消费政策利好 文旅行业迎来消费回暖
智通财经网 · 01-08
国泰海通:消费政策利好 文旅行业迎来消费回暖
1月8日安孚科技涨9.99%,国泰海通品质生活混合发起A基金重仓该股
证券之星 · 01-08
1月8日安孚科技涨9.99%,国泰海通品质生活混合发起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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17:17","pubTimestamp":1768209442,"startTime":"0","endTime":"0","summary":"机器人与智能驾驶作为具身智能的两大核心载体,已在部分场景或地区应用。人形机器人在非结构化环境中的实操能力得到集中验证,开始进入工厂“工位实战”;英伟达开源自动驾驶模型Alpamayo,旨在加速自动驾驶技术推广,推动智能驾驶成为首个大规模爆发的物理AI应用市场。人形机器人作为具身智能重要载体,相关环节实现技术突破与国产替代的公司将具备显著成长潜力。","market":"other","thumbnail":"https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1973056","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":null,"symbols":["BK0188","BK0183","BK0184","BK1116","BK0012","06682","BK0276","BK1147","06600","06680","BK1109","601211","BK1613","02252","BK1183","BK0028","BK1617","BK1100","02611","BK1564","BK0201","02670","BK1191"],"gpt_icon":1},{"id":"2602423591","title":"1月12日信科移动连续2日创60日新高,国泰海通量化选股混合发起A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2602423591","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602423591?lang=zh_cn&edition=full","pubTime":"2026-01-12 15:38","pubTimestamp":1768203511,"startTime":"0","endTime":"0","summary":"证券之星消息,1月12日信科移动涨20.01%连续2日创60日新高,收盘报19.01元,换手率4.92%,成交量99.25万手,成交额18.61亿元。根据2025基金Q3季报公募基金重仓股数据,重仓该股的公募基金共7家,其中持有数量最多的公募基金为国泰海通资管的国泰海通量化选股混合发起A。国泰海通量化选股混合发起A目前规模为5.99亿元,最新净值1.5735,较上一交易日上涨1.69%,近一年上涨47.9%。","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/RB2026011200015089.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":["02611","601211","BK0184","BK0188","BK0201","BK0276","BK1564","BK0183","688387","BK1147","BK0028","BK0214","BK0012"],"gpt_icon":0},{"id":"2602359694","title":"国泰海通:看好稀土作为关键战略资源投资价值 2026年黄金价格有支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2602359694","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602359694?lang=zh_cn&edition=full","pubTime":"2026-01-12 14:35","pubTimestamp":1768199727,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通发布研报称,政策叠加节前备库需求回暖,稀土价格回升。该行持续看好稀土作为关键战略资源的投资价值。展望2026年,该行认为央行购金和黄金ETF持仓份额的上升,将继续成为支撑黄金价格的重要因素。国泰海通主要观点如下:贵金属:地缘政治支撑贵金属价格委内瑞拉及中东地缘政治情况支撑黄金价格走势,美国失业率数据偏强。上周碳酸锂产量上升115吨,呈现持续上升趋势。","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/1391523.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","BK1147","BK0183","BK1564","BK0201","159715","02611","601211","BK0184","BK0276","BK0012","BK0028"],"gpt_icon":0},{"id":"2602957715","title":"两融新开154万户创近十年新高!总户数较2016年接近翻倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2602957715","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602957715?lang=zh_cn&edition=full","pubTime":"2026-01-12 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重视新消费孕育出的结构性机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2602569776","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602569776?lang=zh_cn&edition=full","pubTime":"2026-01-12 09:17","pubTimestamp":1768180622,"startTime":"0","endTime":"0","summary":"2026年消费复苏方向:中国经济增长动力由“商品消费驱动”转向“服务消费驱动”,2026年消费市场复苏弹性取决于价格,从价格传导机制来看,复苏弹性呈现“服务业 >大众品 >高端消费”的排序。该机构表示,重视CPI主线驱动下的复苏机会,重视新消费孕育出的结构性机会。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/MjdmY2Y4OTEwODUyNTc5NjI3Mg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjdmY2Y4OTEwODUyNTc5NjI3Mg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1972996","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":null,"symbols":["IE0034224299.USD","BK1616","LU1023057109.AUD","LU0588546209.SGD","SGXZ86797644.SGD","BK0188","BK1207","LU0348767384.USD","LU0211977185.USD","BK0012","LU0164880469.USD","SG9999002950.SGD","BK1224","SGXZ62798434.SGD","LU0164865239.USD","SG9999001051.SGD","BK1587","BK1147","BK0276","LU0307460666.USD","LU0823426480.USD","LU0149721374.USD","LU0823426308.USD","02611","BK0183","LU0611395673.USD","BK0201","LU0345776255.USD","BK0184","BK1544","BK1233","BK1564","LU0531971595.HKD","LU1770036033.HKD","LU0345775950.USD","LU2543165471.USD","LU0327786744.USD","601211","LU0499858602.USD","SGXZ90724238.SGD","LU1481107354.HKD","LU0871576103.HKD","LU0359201612.USD","BK1227","LU0348766576.USD","LU0039217434.USD","LU0231483743.USD","LU0359202008.SGD","BK0028","LU0572944931.SGD","LU0593848301.USD","LU0359201885.HKD","LU0499858438.USD","SG9999001069.SGD"],"gpt_icon":0},{"id":"2602550349","title":"国泰海通|电新:钠电团体标准正式发布,产业化加速推进","url":"https://stock-news.laohu8.com/highlight/detail?id=2602550349","media":"国泰君安证券研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602550349?lang=zh_cn&edition=full","pubTime":"2026-01-11 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2026:定义AI物理边界,加速具身智能规模化落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2602550343","media":"国泰君安证券研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602550343?lang=zh_cn&edition=full","pubTime":"2026-01-11 21:51","pubTimestamp":1768139460,"startTime":"0","endTime":"0","summary":"本届CES凸显具身智能规模化落地趋势,中国企业实力彰显。本届CES以“AI Inside Every Hardware”为主题,核心产业信号在于,人工智能发展的主导范式正从云端大模型的“数字智能”竞赛,转向以具体硬件为载体的“物理AI”规模化落地。报告名称:CES 2026:定义AI物理边界,加速具身智能规模化落地;报告日期:2026.01.11 报告作者:肖群稀(分析师),登记编号:S0880522120001毛冠锦(分析师),登记编号:S0880525040081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=2650535895&idx=5&sn=f5ac15e1e566747ab63a9b727b63bb60&chksm=89cc2488115622065564651060e136ab19aa5c2b5773d19dd3c8a85802c155369b2221bd58a9&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":["BK0184","BK0012","BK0188","BK1147","BK0028","02611","BK0201","601211","BK1564","BK0276","BK0183"],"gpt_icon":0},{"id":"2602550342","title":"国泰海通|传媒:搜索入口迁徙,GEO营销起量——AI营销系列报告一","url":"https://stock-news.laohu8.com/highlight/detail?id=2602550342","media":"国泰君安证券研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602550342?lang=zh_cn&edition=full","pubTime":"2026-01-11 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报告作者:陈筱(分析师),登记编号:S0880515040003李瑶(分析师),登记编号:S0880525120001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=2650535895&idx=8&sn=da94eab468402f1084b1c3984a76ed48&chksm=89a35b9aacbda4a29aa2199ebb6a4edd0d1f054eec41be8366ddbd8f68dad182b414cc799424&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":["BK4516","GEO","BK0028","BK0012","BK1128","BK4588","BK4547","BK0184","BK0276","BK4165","BK0183","601211","01981","BK0188","BK1147","BK4084","02611","BK1564","BK0201","BK4585"],"gpt_icon":0},{"id":"2602503465","title":"国泰海通|食饮:破局见成效,看多餐供——餐饮供应链跟踪报告","url":"https://stock-news.laohu8.com/highlight/detail?id=2602503465","media":"国泰君安证券研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602503465?lang=zh_cn&edition=full","pubTime":"2026-01-11 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报告作者:訾猛(分析师),登记编号:S0880513120002颜慧菁(分析师),登记编号:S0880525040022程碧升(分析师),登记编号:S0880525040031徐洋(分析师),登记编号:S0880520120008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=2650535895&idx=4&sn=cedc5c29df397beafe90e8ef86440c58&chksm=893c16d346bbd49603d24fad66cf7f85f41cb8f987df15be320424aea8968d19cabc1118216e&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":["601211","08496","BK0188","BK0276","BK1147","BK0184","02611","BK0201","BK1132","BK0183","BK1564","BK0012","BK0028"],"gpt_icon":0},{"id":"2602455034","title":"国泰海通|食饮:服务消费的春天——国泰海通消费大组专题报告","url":"https://stock-news.laohu8.com/highlight/detail?id=2602455034","media":"国泰君安证券研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602455034?lang=zh_cn&edition=full","pubTime":"2026-01-11 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报告作者:訾猛(分析师),登记编号:S0880513120002邱苗(分析师),登记编号:S0880521050001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=2650535895&idx=3&sn=5a4f99f2e2ea8cd0bab1a0c9b0dbd94d&chksm=89f6dd280830190401d4209a367ecf47b1fbaab3db2226fd22d7e802f753bd3ea552d0067d9b&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":["BK0188","BK0276","BK1147","BK1564","BK0184","601211","BK0183","BK0201","BK0012","BK0028","02611"],"gpt_icon":0},{"id":"2602341550","title":"国泰海通|固收:“负久期”、信用套息和地方债套保——2025年现券-国债期货新策略的演进和表现","url":"https://stock-news.laohu8.com/highlight/detail?id=2602341550","media":"国泰君安证券研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602341550?lang=zh_cn&edition=full","pubTime":"2026-01-11 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报告作者:唐元懋(分析师),登记编号:S0880524040002孙越(分析师),登记编号:S0880525080004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=2650535895&idx=2&sn=bba84358612357a25582462a71ac7cc6&chksm=893a894cf9c1b089588d6a4e75e70b1dd99701514558176e57f76907e6651a15ab4511990597&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":["601211","UTHY","02611","BK0188","BK1147","BK0184","BK1564","USVN","BK0201","UTWY","UTRE","BK0276","BK0183","BK0028","UFIV","BK0012"],"gpt_icon":0},{"id":"2602586462","title":"国泰海通:美联储1月降息门槛仍高","url":"https://stock-news.laohu8.com/highlight/detail?id=2602586462","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602586462?lang=zh_cn&edition=full","pubTime":"2026-01-10 13:54","pubTimestamp":1768024440,"startTime":"0","endTime":"0","summary":"国泰海通研报称,12 月美国就业市场低招聘、低裁员的状态仍在持续。由于 12 月失业率尚未进一步走高且较多就业指标显示美国就业市场失速风险尚低,在已经连续三次降息的基础上,美联储或仍有暂停降息的空间。根据 CME 数据,非农数据公布后,市场预期 1 月降息的概率仅为 5%。2026 年市场仍预期美联储将降息两次,但降息时点推后至了 2026 年 6 月与 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