601211 国泰海通
已收盘 05-19 15:00:00
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周三早8:00线上研讨邀请|以电强算,以算促电——算电协同主题投资讨论_国泰海通策略&行业
市场资讯 · 05-19 22:01
周三早8:00线上研讨邀请|以电强算,以算促电——算电协同主题投资讨论_国泰海通策略&行业
华茂股份:主要是公司持有的国泰海通、广发证券、网达软件等股票季末与期初相比价格下跌所致
证券之星 · 05-19 16:57
华茂股份:主要是公司持有的国泰海通、广发证券、网达软件等股票季末与期初相比价格下跌所致
5月19日金海通涨5.07%,国泰海通创新成长混合发起A基金重仓该股
证券之星 · 05-19 16:26
5月19日金海通涨5.07%,国泰海通创新成长混合发起A基金重仓该股
国泰海通:4月重卡延续高景气、销量同比增长 推荐中国重汽(000951.SZ)等
智通财经 · 05-19 11:17
国泰海通:4月重卡延续高景气、销量同比增长 推荐中国重汽(000951.SZ)等
【券商聚焦】国泰海通:拥抱锂电材料大周期 关注先“锂”后“重”
金吾财讯 · 05-19 11:14
【券商聚焦】国泰海通:拥抱锂电材料大周期 关注先“锂”后“重”
国泰海通:看好机器人、半导体设备、商业航天
智通财经 · 05-19 06:30
国泰海通:看好机器人、半导体设备、商业航天
国泰海通:认清能源供应缺口现实 看好夏季“光”切“电”
智通财经 · 05-19 06:27
国泰海通:认清能源供应缺口现实 看好夏季“光”切“电”
国泰海通:全年供应缺口扩大 高油价预计具备粘性
智通财经 · 05-19 06:25
国泰海通:全年供应缺口扩大 高油价预计具备粘性
国泰海通:极端尾部风险概率较低 预期修正冲击有限
智通财经 · 05-19 06:22
国泰海通:极端尾部风险概率较低 预期修正冲击有限
雅戈尔:5月15日接受机构调研,国泰海通证券、国联基金等多家机构参与
证券之星 · 05-18 19:07
雅戈尔:5月15日接受机构调研,国泰海通证券、国联基金等多家机构参与
国泰海通研究所宏观首席梁中华离职
市场资讯 · 05-18 17:13
国泰海通研究所宏观首席梁中华离职
国泰海通:家电业财报收入具韧性 白电龙头配置价值凸显
智通财经 · 05-18 15:13
国泰海通:家电业财报收入具韧性 白电龙头配置价值凸显
国泰海通:AI产业链通胀 Agent预计引爆下一轮产业链价格上行
智通财经 · 05-18 11:19
国泰海通:AI产业链通胀 Agent预计引爆下一轮产业链价格上行
国泰海通:算力期货催化新叙事 行业长期扩容逻辑仍在延续
智通财经 · 05-18 06:57
国泰海通:算力期货催化新叙事 行业长期扩容逻辑仍在延续
国泰海通:重视港股红利底仓价值 逐步增加科技+出海链配置
智通财经 · 05-18 06:56
国泰海通:重视港股红利底仓价值 逐步增加科技+出海链配置
股市必读:新发布《江苏久吾高科技股份有限公司与国泰海通证券股份有限公司关于江苏久吾高科技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 · 05-18 04:50
股市必读:新发布《江苏久吾高科技股份有限公司与国泰海通证券股份有限公司关于江苏久吾高科技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》
5月14日昂利康涨9.99%,国泰海通新锐量化选股混合A基金重仓该股
证券之星 · 05-14
5月14日昂利康涨9.99%,国泰海通新锐量化选股混合A基金重仓该股
5月14日金海通跌5.26%,国泰海通创新成长混合发起A基金重仓该股
证券之星 · 05-14
5月14日金海通跌5.26%,国泰海通创新成长混合发起A基金重仓该股
5月13日昂利康涨9.99%,国泰海通新锐量化选股混合A基金重仓该股
证券之星 · 05-13
5月13日昂利康涨9.99%,国泰海通新锐量化选股混合A基金重仓该股
国泰海通:全球电力投资逻辑转向系统能力扩张 看好基荷能源/电力电网/新型储能
智通财经 · 05-13
国泰海通:全球电力投资逻辑转向系统能力扩张 看好基荷能源/电力电网/新型储能
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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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22:01","pubTimestamp":1779199260,"startTime":"0","endTime":"0","summary":"以电强算,以算促电——算电协同投资机会解读电话会1、如何推动绿色电力与算力协同布局?免责声明本公众订阅号为国泰海通证券研究所策略研究团队依法设立并运营的微信公众订阅号。本订阅号不是国泰海通证券研究报告发布平台。如有不便,敬请谅解。在决定投资前,如有需要,投资者务必向专业人士咨询并谨慎决策。本订阅号所载内容版权仅为国泰海通证券所有。国泰海通证券策略研究团队","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://finance.sina.com.cn/wm/2026-05-19/doc-inhymytc2134305.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":["BK0184","BK0028","02611","BK0201","BK0012","601211","BK1564","BK1147","BK0183","BK0188","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636283138","title":"华茂股份:主要是公司持有的国泰海通、广发证券、网达软件等股票季末与期初相比价格下跌所致","url":"https://stock-news.laohu8.com/highlight/detail?id=2636283138","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636283138?lang=zh_cn&edition=full","pubTime":"2026-05-19 16:57","pubTimestamp":1779181035,"startTime":"0","endTime":"0","summary":"证券之星消息,华茂股份(000850)05月19日在投资者关系平台上答复投资者关心的问题。投资者提问:您好,请问公司一季度业绩同比大幅亏损的主要原因是什么?谢谢。华茂股份回复:您好!主要是公司持有的国泰海通、广发证券、网达软件等股票季末与期初相比价格下跌所致。谢谢!以上内容为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。","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/RB2026051900029669.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":["BK0276","000850","BK0074","LU1934453819.USD","BK0139","BK0184","159180","BK0028","BK0188","BK1564","SG9999001093.SGD","BK1147","BK0012","BK0201","LU1979443071.USD","601211","02611","BK0247","01776","BK0183","000776"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636836027","title":"5月19日金海通涨5.07%,国泰海通创新成长混合发起A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2636836027","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636836027?lang=zh_cn&edition=full","pubTime":"2026-05-19 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推荐中国重汽(000951.SZ)等","url":"https://stock-news.laohu8.com/highlight/detail?id=2636897078","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636897078?lang=zh_cn&edition=full","pubTime":"2026-05-19 11:17","pubTimestamp":1779160673,"startTime":"0","endTime":"0","summary":"国泰海通主要观点如下:总量上看,4月国产重卡销量11.7万台,同比增长33%,环比下降16%1-4月国产重卡累计销量43.5万台,同比增长23%。4月累计销量同比大幅上行。1-4月国产天然气半挂牵引车累计销量8.1万台,同比增长35%。该行认为,随着技术成熟与成本下降,新能源重卡已具备内生增长动力,2026年新能源渗透率有望继续增长,边际上应持续关注新能源重卡以旧换新政策落地情况。","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/1443296.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":["000951","03808","601211","BK0183","BK0264","BK0188","BK1147","BK1171","BK0276","LU0287142896.SGD","BK1548","BK0012","SG9999011746.SGD","LU0173614495.USD","02611","BK0184","BK0186","BK0201","BK1564","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636896308","title":"【券商聚焦】国泰海通:拥抱锂电材料大周期 关注先“锂”后“重”","url":"https://stock-news.laohu8.com/highlight/detail?id=2636896308","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636896308?lang=zh_cn&edition=full","pubTime":"2026-05-19 11:14","pubTimestamp":1779160495,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国泰海通研究认为,反内卷大势所趋,锂电材料近年来业绩疲软资产负债率高企,相较于持续增长的需求材料行业的供给相对刚性,重视材料环节头部公司盈利非线性增长的可能性。方向上,建议关注先“锂”后“重”:锂相关—磷酸铁锂、碳酸锂、六氟磷酸锂、铝箔(受益锂钠电池成本收敛),重资产相关—隔膜。同时看好供不应求和顺价能力强的电池龙头。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981709","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":["LU0175139822.USD","BK1610","LU0348827113.USD","LU0359201885.HKD","IE00BZ08YS42.EUR","LU1770034418.SGD","LU0029874905.USD","LU0856984785.SGD","SG9999006597.SGD","HYDD.SI","LU0314109678.HKD","LU1880383366.USD","BK1539","BK0201","LU0588545490.SGD","LU0572944931.SGD","IE00BZ08YT58.USD","BK1582","LU0819123356.HKD","SG9999015978.USD","LU0054450605.USD","LU0449515922.USD","LU0650527681.SGD","LU0561508036.HKD","LU0229945570.USD","LU1813983027.USD","LU0828238088.HKD","LU0880133367.SGD","SG9999015945.SGD","LU0819121731.USD","LU0588545730.USD","LU1242518857.USD","LU1328277881.USD","LU1242518931.SGD","BK0012","LU1008478684.HKD","LU0871576103.HKD","LU1960683339.HKD","LU0259732245.USD","LU0509642566.USD","002594","LU0516422366.SGD","LU1808992512.USD","LU0164872284.USD","LU0588546209.SGD","LU0505663152.USD","LU0516422440.USD","LU1993786604.SGD","LU2357125470.USD","LU1152091168.USD","LU0327786744.USD","LU2399975544.HKD","LU0823426308.USD","LU1152091754.HKD","SG9999015952.SGD","BK0028","LU1868837565.USD","BK1564","BK1129","LU2097828557.USD","LU0326950275.SGD","LU1807302812.USD","LU2097828714.EUR","LU2778985437.USD","LU1251922891.USD","SG9999002463.SGD","LU0593848301.USD","LU1188198961.HKD","LU2039709279.SGD","LU0594300179.USD","BK1119","LU0543330566.HKD","LU2249611893.SGD","LU0516422952.EUR","LU0516423174.USD","LU1719994722.HKD","SG9999006514.SGD","LU1868837722.USD","LU0269904917.USD","LU0289739343.SGD","LU0417516902.SGD","LU1303224171.USD","LU0511384066.AUD","LU0320764599.SGD","LU0979878070.USD","LU1861219969.SGD","LU0463099449.HKD","LU2476274720.SGD","BK1190","LU0634319403.HKD","LU0084288322.USD","BK1594","LU0320764243.SGD","LU0823414551.USD","LU2506951792.HKD","LU0516423091.SGD","LU0289960550.SGD","LU1961090484.USD","BK1522","LU2097828805.USD","LU2449936058.SGD","BK1144","LU0348805143.USD","LU0823414478.USD","LU0244354667.USD","LU0588545904.SGD","LU2097828474.EUR","LU0348825331.USD","LU1794554557.SGD","LU0708995583.HKD","IE00BD6J9T35.USD","SG9999003461.SGD","BK1116","LU0531970944.HKD","LU2360107325.USD","LU1023057109.AUD","LU0164865239.USD","LU0540923850.HKD","LU0165289439.USD","LU0823426480.USD","LU1868838027.USD","LU0865486749.SGD","LU0039217434.USD","601211","LU0289961442.SGD","LU0605514214.HKD","SG9999001226.SGD","LU0315178854.USD","LU0531971595.HKD","BK0276","81211","LU0214875030.USD","02611","LU1880383440.USD","LU0052750758.USD","LU0449509016.USD","LU0143863198.USD","LU0143863784.USD","LU0348735423.USD","SG9999002828.SGD","BK1540","LU0823038988.USD","LU2476274308.USD","LU0128522744.USD","LU0043850808.USD","LU2348774022.SGD","IE00BZ08YR35.GBP","SG9999015986.USD","BK1147","LU2153592121.USD","LU0469268626.HKD","LU0067412154.USD","LU0823039010.USD","BK0184","BK0188","LU0417516738.SGD","LU0594300419.USD","LU0708995153.HKD","LU0359201612.USD","LU2294711713.HKD","SG9999014674.SGD","BK1592","LU0307460666.USD","BK1509","LU1720050803.USD","BK0183","LU1861214812.USD","561160","BYDDY","LU0254981946.USD","LU2097828631.EUR","LU0359202008.SGD","LU0211977185.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636040450","title":"国泰海通:看好机器人、半导体设备、商业航天","url":"https://stock-news.laohu8.com/highlight/detail?id=2636040450","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636040450?lang=zh_cn&edition=full","pubTime":"2026-05-19 06:30","pubTimestamp":1779143447,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通发布研报称,国内外商业航天发射任务密集,建议关注商业航天板块机会。半导体设备上,中芯国际上调26Q2指引并对后市展望乐观,天岳先进SiC出货大幅提升且对数据中心用量积极。国泰海通主要观点如下:机器人:Optimus 3预计26年7-8月量产。下游芯片龙头上调后续指引,有望带动半导体设备订单持续上行。5月10号以来,国内多个商业火箭开展试验发射活动。","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/1443196.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":["BK0276","BK0012","BK4535","BK0184","BK4588","02611","688234","BK1147","BK4564","BK4585","BK0188","TSLA","601211","02631","BK0183","BK0028","BK0201","BK1564"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636011004","title":"国泰海通:认清能源供应缺口现实 看好夏季“光”切“电”","url":"https://stock-news.laohu8.com/highlight/detail?id=2636011004","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636011004?lang=zh_cn&edition=full","pubTime":"2026-05-19 06:27","pubTimestamp":1779143268,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通发布研报称,如果地缘导致的能源供应短缺问题持续,叠加马上到来的全球主要发达国家电力需求旺季,全球今夏的缺电影响可能大规模扩散并产生深远影响。国泰海通主要观点如下:认清能源供应缺口现实,看好夏季“光”切“电”。上周港口煤价涨幅已经开始趋于稳定,这波提前补库从4月底至今2周时间价格上涨达到10%,也切实反应了补库的强度与计入部分市场乐观预期。煤价短期震荡,看好旺季向上突破。","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/1443195.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":["BK1147","601211","BK0183","02611","BK0012","BK0188","BK0028","BK0276","BK0201","BK0184","BK1564"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636004742","title":"国泰海通:全年供应缺口扩大 高油价预计具备粘性","url":"https://stock-news.laohu8.com/highlight/detail?id=2636004742","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636004742?lang=zh_cn&edition=full","pubTime":"2026-05-19 06:25","pubTimestamp":1779143154,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通发布研报称,预计布油维持偏强震荡。展望后市,随着海峡低通行状态的延续,EIA、IEA预计全年供应缺口扩大,即使和谈进展顺利,油价在短暂消化利空后仍要面对供应回升缓慢导致的现实偏紧格局,高油价预计具备粘性。国泰海通主要观点如下:供应端:下调全年供应预测,OPEC+偏离目标产量幅度扩大。","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/1443194.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","BK0201","BK0276","BK1564","BK1147","02611","601211","BK0184","BK0028","BK0188","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636004048","title":"国泰海通:极端尾部风险概率较低 预期修正冲击有限","url":"https://stock-news.laohu8.com/highlight/detail?id=2636004048","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636004048?lang=zh_cn&edition=full","pubTime":"2026-05-19 06:22","pubTimestamp":1779142973,"startTime":"0","endTime":"0","summary":"国泰海通主要观点如下:本次通胀与流动性预期修正的冲击或有限,后续大类资产价格对地缘政治因素或进一步钝化。原油价格上行,通胀预期再度升温,并影响大类资产定价。冲突全面升级等极端尾部风险的发生概率已大幅下行,预计本次通胀与流动性预期修正的冲击将有限,后续大类资产价格对地缘政治因素或进一步钝化,而对边际变化与新变量的反应则更加敏锐。","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/1443193.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":["02611","BK0188","BK0028","BK0183","601211","BK1564","BK0184","BK0201","BK0012","BK0276","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636027095","title":"雅戈尔:5月15日接受机构调研,国泰海通证券、国联基金等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2636027095","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636027095?lang=zh_cn&edition=full","pubTime":"2026-05-18 19:07","pubTimestamp":1779102431,"startTime":"0","endTime":"0","summary":"证券之星消息,2026年5月18日雅戈尔发布公告称公司于2026年5月15日接受机构调研,国泰海通证券、国联基金、建信基金参与。雅戈尔主营业务:品牌服装、地产开发和投资业务。雅戈尔2026年一季报显示,一季度公司主营收入28.82亿元,同比上升3.1%;归母净利润9.22亿元,同比上升14.73%;扣非净利润8.77亿元,同比上升9.43%;负债率39.45%,投资收益8.72亿元,财务费用1.22亿元,毛利率52.06%。","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/RB2026051800030468.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","02611","BK0184","BK0276","BK1147","BK0086","BK0253","BK0015","161027","BK0183","BK1564","601211","BK0201","BK0188","BK0028","BK0196","600177"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636029669","title":"国泰海通研究所宏观首席梁中华离职","url":"https://stock-news.laohu8.com/highlight/detail?id=2636029669","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636029669?lang=zh_cn&edition=full","pubTime":"2026-05-18 17:13","pubTimestamp":1779095580,"startTime":"0","endTime":"0","summary":" 国泰君安与海通证券完成吸收合并后,两家旗下的研究所整合成为证券行业关注的重点事项,截至2026年4月,国泰海通证券研究所完成合并已满一年。 近日,券商人事获悉,国泰海通研究所宏观首席梁中华离职,已加入易方达基金发展研究中心。2018年,梁中华从海通辞职,入职中泰担任宏观首席分析师一职,但2020年底,后梁中华又回归海通。 自合并后,国泰海通证券研究所人事一直在持续调整中。","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":"https://finance.sina.com.cn/stock/marketresearch/2026-05-18/doc-inhyiewh3964531.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":["BK0184","BK0183","BK1564","BK0188","BK0276","BK1147","BK0012","601211","02611","BK0028","BK0201"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636040532","title":"国泰海通:家电业财报收入具韧性 白电龙头配置价值凸显","url":"https://stock-news.laohu8.com/highlight/detail?id=2636040532","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636040532?lang=zh_cn&edition=full","pubTime":"2026-05-18 15:13","pubTimestamp":1779088391,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通发布研报称,从家电行业25A、26Q1财报表现来看,板块收入端有韧性,利润承压,白电龙头股东回报率可观,配置价值凸显。国补有望平稳过渡,黑白电龙头稳健经营叠加高股息,配置具备性价比。国泰海通主要观点如下:业绩综述家电板块25Q4整体收入、归母净利润分别同比-8%、-26.8%;26Q1收入、归母净利润分别同比+0%、-5.3%。","market":"sh","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":"http://www.zhitongcaijing.com/content/detail/1442841.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":["601211","02611"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636004665","title":"国泰海通:AI产业链通胀 Agent预计引爆下一轮产业链价格上行","url":"https://stock-news.laohu8.com/highlight/detail?id=2636004665","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636004665?lang=zh_cn&edition=full","pubTime":"2026-05-18 11:19","pubTimestamp":1779074368,"startTime":"0","endTime":"0","summary":"国泰海通主要观点如下:AI产业链通胀已从上游核心硬件扩散至中下游全产业链,形成系统性成本传导①存储芯片因HBM“一换三”的产能挤兑成为涨价核心,传统DRAM供应缺口高达30%-50%,价格飙升;②先进制程与封装成本亦大幅攀升。供需矛盾将进一步加剧,预计引发全产业链新一轮资源争夺与价格上行。","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/1442770.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","BK0276","02611","BK1147","BK0183","601211","AGIX","ARTY","BK1564","BK0188","BK0028","BK0201","BK0184","CHAT","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636586014","title":"国泰海通:算力期货催化新叙事 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