601211 国泰海通
已收盘 04-24 15:00:00
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国泰海通2026年第一季度归母净利润63.88亿元,同比下滑47.82%
央广财经 · 19:12
国泰海通2026年第一季度归母净利润63.88亿元,同比下滑47.82%
国泰海通(02611):徐岚获委任为公司董事会秘书、联席公司秘书、授权代表
智通财经 · 04-24 20:05
国泰海通(02611):徐岚获委任为公司董事会秘书、联席公司秘书、授权代表
国泰海通最新公告:第一季度净利润同比下降47.82%
证券之星 · 04-24 19:01
国泰海通最新公告:第一季度净利润同比下降47.82%
国泰海通:主动基金Q1增配AI算力、出海制造与周期等高景气方向,明显减配电子、有色、耐用消费品
市场资讯 · 04-24 18:12
国泰海通:主动基金Q1增配AI算力、出海制造与周期等高景气方向,明显减配电子、有色、耐用消费品
券商板块一季度遭公募基金大幅减仓 国泰海通等“三巨头”逆势获加仓
南方财经网 · 04-24 10:36
券商板块一季度遭公募基金大幅减仓 国泰海通等“三巨头”逆势获加仓
国泰海通:券商保险均减配 继续推荐低估值非银
智通财经 · 04-24 10:16
国泰海通:券商保险均减配 继续推荐低估值非银
【券商聚焦】国泰海通:看好消费类REITs板块持续跑赢市场
金吾财讯 · 04-24 09:05
【券商聚焦】国泰海通:看好消费类REITs板块持续跑赢市场
国泰海通证券被出具警示函
大河财立方 · 04-24 08:51
国泰海通证券被出具警示函
【机构调研记录】国泰海通证券调研乐普医疗、甘源食品等7只个股(附名单)
证券之星 · 04-24 08:04
【机构调研记录】国泰海通证券调研乐普医疗、甘源食品等7只个股(附名单)
4月23日智光电气跌6.89%,国泰海通新锐量化选股混合A基金重仓该股
证券之星 · 04-23 16:31
4月23日智光电气跌6.89%,国泰海通新锐量化选股混合A基金重仓该股
国泰海通:26Q1挖掘机行业总销量增长19.5% 行业经营杠杆有望逐步释放
智通财经 · 04-23 15:58
国泰海通:26Q1挖掘机行业总销量增长19.5% 行业经营杠杆有望逐步释放
国泰海通:东南亚两轮车市场广阔 高油价加速渗透
智通财经 · 04-23 14:45
国泰海通:东南亚两轮车市场广阔 高油价加速渗透
丰立智能不超7.3亿元定增获深交所通过 国泰海通建功
中金财经 · 04-23 11:36
丰立智能不超7.3亿元定增获深交所通过 国泰海通建功
维科精密不超6.3亿可转债获深交所通过 国泰海通建功
中金财经 · 04-23 11:36
维科精密不超6.3亿可转债获深交所通过 国泰海通建功
国泰海通:华为AI眼镜重磅上新 产业链有望迎接景气上行
智通财经 · 04-23 06:20
国泰海通:华为AI眼镜重磅上新 产业链有望迎接景气上行
国泰海通:AI进一步改变视频内容与创作者生态 建议围绕两条主线进行关注
智通财经网 · 04-22
国泰海通:AI进一步改变视频内容与创作者生态 建议围绕两条主线进行关注
兴发集团:4月7日接受机构调研,国泰海通证券、广发证券等多家机构参与
证券之星 · 04-21
兴发集团:4月7日接受机构调研,国泰海通证券、广发证券等多家机构参与
国泰海通:油运高景气仍将可持续 提供业绩估值双重空间
智通财经 · 04-21
国泰海通:油运高景气仍将可持续 提供业绩估值双重空间
国泰海通:美妆行业Q1整体维持良好表现 板块估值逐步进入击球区
智通财经 · 04-21
国泰海通:美妆行业Q1整体维持良好表现 板块估值逐步进入击球区
22家券商去年狂砸219亿元!国泰海通领衔,“ALL in AI”写入年报
每日经济新闻 · 04-20
22家券商去年狂砸219亿元!国泰海通领衔,“ALL in AI”写入年报
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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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20:05","pubTimestamp":1777032318,"startTime":"0","endTime":"0","summary":"辞任上述职务后,聂小刚先生将继续担任公司执行董事、副总裁兼首席风险官。徐岚女士获委任为公司董事会秘书、联席公司秘书、授权代表及公司接收联交所电子呈交系统密码及处理其后的登记事宜之授权人士,自2026年4月24日起生效。徐岚女士已取得上海证券交易所颁发的董事会秘书任职培训证明,其董事会秘书的任期与第七届董事会任期一致。","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/1433652.html","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":"stock_zhitongcaijing","symbols":["BK0028","BK1147","BK0012","BK1564","BK0183","BK0188","BK0184","BK0201","601211","02611","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629843807","title":"国泰海通最新公告:第一季度净利润同比下降47.82%","url":"https://stock-news.laohu8.com/highlight/detail?id=2629843807","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629843807?lang=zh_cn&edition=full","pubTime":"2026-04-24 19:01","pubTimestamp":1777028488,"startTime":"0","endTime":"0","summary":"国泰海通公告称,2026年第一季度实现营业收入162.32亿元,同比增长58.91%;归属于上市公司股东的净利润为63.88亿元,同比下降47.82%。业绩变动主要是一季度资本市场交投活跃,公司各项业务稳步发展,以及上年同期吸收合并海通证券后,集团业务规模扩大;利润总额、归属于母公司所有者的净利润等部分财务指标同比下降,主要是由于上年同期吸收合并海通证券产生负商誉,使得上年同期营业外收入较高。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042400056337.shtml","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":"stockstar","symbols":["02611","601211"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629084850","title":"国泰海通:主动基金Q1增配AI算力、出海制造与周期等高景气方向,明显减配电子、有色、耐用消费品","url":"https://stock-news.laohu8.com/highlight/detail?id=2629084850","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629084850?lang=zh_cn&edition=full","pubTime":"2026-04-24 18:12","pubTimestamp":1777025520,"startTime":"0","endTime":"0","summary":"专题:2026基金一季报:电力、AI应用成共识,资金大进大出“网红基”遇冷!张坤、葛兰等最新布局出炉。 国泰海通|策略:Q1基金动向:增配AI、出海与周期。 报告导读:2026Q1主动基金减仓A股和港股,增配方向在AI算力、出海制造与周期等高景气方向。板块上,主动基金继续增配创业板和科创板;减配主板,港股仓位环比下降1.7%至13.9%,延续下滑趋势。机构投资者仍延续景气投资思路,业绩增长突出的AI算力、出海制造与石化产业成为加仓共识。","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://finance.sina.com.cn/stock/marketresearch/2026-04-24/doc-inhvramw7874764.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":["159876","AIPO","BK0183","ARTY","02611","BK0276","601211","BK1147","BK0012","BK0188","BK1564","BK0184","BK0028","AGIX","BK0201","CHAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629895219","title":"券商板块一季度遭公募基金大幅减仓 国泰海通等“三巨头”逆势获加仓","url":"https://stock-news.laohu8.com/highlight/detail?id=2629895219","media":"南方财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629895219?lang=zh_cn&edition=full","pubTime":"2026-04-24 10:36","pubTimestamp":1776998160,"startTime":"0","endTime":"0","summary":"南方财经4月23日电,2026年公募基金一季报披露完毕,公募基金的券商及互联网金融板块持仓环比大幅下滑,仅国泰海通、招商证券、国信证券获机构增持。数据显示,截至2026年一季度末,公募基金股票投资中券商及互金板块持仓占比0.35%,较2025年末减少0.34个百分点,同比减少0.12个百分点。","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://finance.eastmoney.com/a/202604243717654335.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_eastmoney","symbols":["BK1564","601211","BK0188","BK1147","BK0184","BK0028","02611","BK0183","BK0276","BK0201","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629893774","title":"国泰海通:券商保险均减配 继续推荐低估值非银","url":"https://stock-news.laohu8.com/highlight/detail?id=2629893774","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629893774?lang=zh_cn&edition=full","pubTime":"2026-04-24 10:16","pubTimestamp":1776996961,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通发布研报称,非银板块处于欠配状态,总体欠配3.38Pct。国泰海通主要观点如下:一季度市场下跌带动机构减配券商板块,看好当前券商板块业绩与估值双升券商板块整体获减配,26Q1公募基金持仓比例由25Q4的1.08%下降至0.59%,板块欠配2.32Pct。一季度wind全A指数下跌1.15%,海外市场波动下市场风险偏好明显下降,券商板块被减配。预计利率回升及资产配置优化推动投资端改善,看好保险股估值修复。","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/1433180.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":["BK1564","BK0012","BK0184","BK0188","BK0201","601211","BK0276","BK0028","02611","BK0183","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629286043","title":"【券商聚焦】国泰海通:看好消费类REITs板块持续跑赢市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2629286043","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629286043?lang=zh_cn&edition=full","pubTime":"2026-04-24 09:05","pubTimestamp":1776992751,"startTime":"0","endTime":"0","summary":"虽然当前消费市竞争激烈,从2025年各消费类REITs经营情况看,基本达到业务预期水平。抢先拥有REITs平台的商业类企业在后续发展中具备更强竞争手段。该机构提到,截至2025年12月末,消费REITs个券P/NAV大致分布在1.0-1.8倍之间,P/FFO在19.0-32.5倍之间,现金分派率在3.7%-5.2%之间,估值内部差异显著。","market":"nz","thumbnail":"https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1979842","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":["601211","BK1147","02611","CFA.SI","BK0184","BK0188","BK1564","BK0201","BK0012","BK0183","BK0276","BK0028","CFA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629601068","title":"国泰海通证券被出具警示函","url":"https://stock-news.laohu8.com/highlight/detail?id=2629601068","media":"大河财立方","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629601068?lang=zh_cn&edition=full","pubTime":"2026-04-24 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调研纪要:2025年公司金属资源领域收入3.16亿元,同比增长23%,在提镍、提钒、提镓等领域取得突破。与2025年第四季度相比,营业收入和净利润环比均有所增长。","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/RB2026042400023459.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":["BK0113","161027","601211","BK0196","BK0201","02611","002991","BK0028","BK0188","BK0183","BK0251","BK0114","BK0238","BK0042","BK0276","BK0184","BK1564","300003","BK1147","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629869038","title":"4月23日智光电气跌6.89%,国泰海通新锐量化选股混合A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2629869038","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629869038?lang=zh_cn&edition=full","pubTime":"2026-04-23 16:31","pubTimestamp":1776933076,"startTime":"0","endTime":"0","summary":"证券之星消息,4月23日智光电气跌6.89%,收盘报12.97元,换手率7.15%,成交量54.26万手,成交额7.18亿元。重仓智光电气的公募基金请见下表:根据2026基金Q1季报公募基金重仓股数据,重仓该股的公募基金共2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新锐量化选股混合A。国泰海通新锐量化选股混合A目前规模为0.2亿元,最新净值1.4544,较上一交易日上涨0.82%。","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/RB2026042300044932.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":["BK0028","BK0158","BK0134","BK0050","02611","BK1564","BK0012","BK0078","BK0069","BK1147","BK0183","BK0201","BK0276","BK0132","601211","BK0070","002169","BK0188","BK0224","BK0184"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629885663","title":"国泰海通:26Q1挖掘机行业总销量增长19.5% 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15:58","pubTimestamp":1776931116,"startTime":"0","endTime":"0","summary":"随着逆周期财政政策逐步发力和行业周期性向上,挖掘机国内销量增速有望继续回升,且龙头公司海外布局完善,逐步进入收获期,行业经营杠杆有望逐步释放。国泰海通主要观点如下:内销和出口均维持快速增长2026年3月销售各类挖掘机37402台,同比增长26.4%。2026年1-3月,共销售挖掘机73336台,同比增长19.5%。","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/1432567.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":["601211","BK1147","BK0188","BK0183","BK0012","BK0184","02611","BK0201","BK0276","BK1564","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629000379","title":"国泰海通:东南亚两轮车市场广阔 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14:45","pubTimestamp":1776926744,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通发布研报称,油价加速上行,成本压力驱动下东南亚地区电摩托及电动自行车有望加速对传统油摩产品渗透,先发布局工厂、渠道及品牌的国产厂商有望受益,推荐爱玛科技、雅迪控股。报告中称,东南亚摩托市场大,电摩渗透率低,增量空间可观。","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/1432526.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":["IE00B29SXG58.USD","LU1039395188.USD","LU0823437842.USD","BK0183","LU2298064838.USD","BK0201","601211","BK1111","LU2506952253.HKD","BK0188","LU1939255532.USD","BK0276","BK0028","BK0184","BK1564","BK1589","BK0012","BK1509","BK1502","LU2238339852.HKD","BK1147","02611","01585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629220005","title":"丰立智能不超7.3亿元定增获深交所通过 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