601211 国泰海通
已收盘 07-30 15:00:00
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国泰海通|策略:鹰瞰莱茵:德国权益的宏观择时与定价——德国股票宏观因子定量建模研究
国泰君安证券研究 · 07-30 22:00
国泰海通|策略:鹰瞰莱茵:德国权益的宏观择时与定价——德国股票宏观因子定量建模研究
南网储能:国泰海通证券投资者于7月29日调研我司
证券之星 · 07-30 21:31
南网储能:国泰海通证券投资者于7月29日调研我司
7月30日中微半导跌6.71%,国泰海通领航成长一年持有混合发起A基金重仓该股
证券之星 · 07-30 16:42
7月30日中微半导跌6.71%,国泰海通领航成长一年持有混合发起A基金重仓该股
国泰海通拟发行450亿元小公募,获上交所受理
大河财立方 · 07-30 12:23
国泰海通拟发行450亿元小公募,获上交所受理
商社40讲|国泰海通批零社服深度系列电话会
国泰君安证券研究 · 07-29 21:58
商社40讲|国泰海通批零社服深度系列电话会
国泰海通|医药:医药行业2026Q2公募基金持仓分析
国泰君安证券研究 · 07-29 21:58
国泰海通|医药:医药行业2026Q2公募基金持仓分析
国泰海通|基金研究:固收+基金分类研究体系介绍——覆盖风险分层、资产配置与策略标签的分类体系
国泰君安证券研究 · 07-29 21:58
国泰海通|基金研究:固收+基金分类研究体系介绍——覆盖风险分层、资产配置与策略标签的分类体系
国泰海通|批零社服:人造钻石行业研究框架——人造钻石行业专题
国泰君安证券研究 · 07-29 21:58
国泰海通|批零社服:人造钻石行业研究框架——人造钻石行业专题
国泰海通:金刚石应用领域广泛 AI算力散热是核心新增长点
智通财经 · 07-29 11:40
国泰海通:金刚石应用领域广泛 AI算力散热是核心新增长点
【券商聚焦】国泰海通证券:全球多肽CDMO进入产能扩张周期
金吾财讯 · 07-29 09:21
【券商聚焦】国泰海通证券:全球多肽CDMO进入产能扩张周期
【券商聚焦】国泰海通证券点评6月工业企业利润数据:结构呈边际收敛趋势
金吾财讯 · 07-29 09:15
【券商聚焦】国泰海通证券点评6月工业企业利润数据:结构呈边际收敛趋势
国泰海通(601211)披露部分A股限制性股票回购注销实施公告,7月28日股价上涨0.16%
证券之星 · 07-28 22:08
国泰海通(601211)披露部分A股限制性股票回购注销实施公告,7月28日股价上涨0.16%
国泰海通|汽车:从“无处安放”到AIDC电力底座,SOFC等燃料电池迎来全新蓝海
国泰君安证券研究 · 07-28 21:59
国泰海通|汽车:从“无处安放”到AIDC电力底座,SOFC等燃料电池迎来全新蓝海
国泰海通|银行:河北9家上市&非上市银行核心经营指标一览——银行图鉴系列五
国泰君安证券研究 · 07-28 21:59
国泰海通|银行:河北9家上市&非上市银行核心经营指标一览——银行图鉴系列五
开滦股份:7月28日接受机构调研,国泰海通证券参与
证券之星 · 07-28 19:01
开滦股份:7月28日接受机构调研,国泰海通证券参与
7月28日中微半导跌7.30%,国泰海通领航成长一年持有混合发起A基金重仓该股
证券之星 · 07-28 16:45
7月28日中微半导跌7.30%,国泰海通领航成长一年持有混合发起A基金重仓该股
天孚通信跌13.21% 长城证券国泰海通昨日刚唱多
中金财经 · 07-28 16:23
天孚通信跌13.21% 长城证券国泰海通昨日刚唱多
国泰海通中证港股通科技指数发起A基金经理变动:增聘于志浩为基金经理
证券之星 · 07-28 09:30
国泰海通中证港股通科技指数发起A基金经理变动:增聘于志浩为基金经理
【券商聚焦】国泰海通:存储行业从AI算力投资受益方转变为制约AI基建的关键瓶颈
金吾财讯 · 07-28 09:17
【券商聚焦】国泰海通:存储行业从AI算力投资受益方转变为制约AI基建的关键瓶颈
地产新纪元十八讲|国泰海通房地产发展新纪元系列电话会
国泰君安证券研究 · 07-28 07:16
地产新纪元十八讲|国泰海通房地产发展新纪元系列电话会
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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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22:00","pubTimestamp":1785420000,"startTime":"0","endTime":"0","summary":"本文围绕德国权益资产的基准选择、宏观定价及配置应用,构建了一套由宏观因子向预期收益率和动态配置权重转化的定量研究框架。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:鹰瞰莱茵:德国权益的宏观择时与定价;报告日期:2026.07.29 报告作者:方奕(分析师),登记编号:S0880520120005王子翌(分析师),登记编号:S0880523050004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=2650540113&idx=5&sn=66fabd9767148d0c067810eba72037ce&chksm=890971eda1c08f3ba31a0824b7a7f2c7c5bc844c192e92531be35c6f593bb098b8704a6f5e14&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","BK1564","BK0201","BK1147","BK0183","BK0188","BK0184","BK0012","BK0028","02611","601211"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655808075","title":"南网储能:国泰海通证券投资者于7月29日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2655808075","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2655808075?lang=zh_cn&edition=full","pubTime":"2026-07-30 21:31","pubTimestamp":1785418277,"startTime":"0","endTime":"0","summary":"证券之星消息,2026年7月30日南网储能发布公告称国泰海通证券于2026年7月29日调研我司。南网储能主营业务:抽水蓄能、调峰水电和新型储能业务的开发、投资、建设和运营。南网储能2026年一季报显示,一季度公司主营收入18.49亿元,同比上升18.8%;归母净利润4.54亿元,同比上升21.34%;扣非净利润4.51亿元,同比上升19.92%;负债率52.79%,投资收益1539.25万元,财务费用1.2亿元,毛利率50.72%。以上内容为证券之星据公开信息整理,仅供参考不构成投资建议。","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/RB2026073000038712.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":["BK0271","600995","BK1564","BK0183","BK0028","BK0188","BK0012","161027","BK0184","BK0201","BK0082","02611","BK0164","BK0276","601211","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655933824","title":"7月30日中微半导跌6.71%,国泰海通领航成长一年持有混合发起A基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2655933824","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2655933824?lang=zh_cn&edition=full","pubTime":"2026-07-30 16:42","pubTimestamp":1785400941,"startTime":"0","endTime":"0","summary":"重仓中微半导的公募基金请见下表:根据2026基金半年报公募基金重仓股数据,重仓该股的公募基金共3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领航成长一年持有混合发起A。国泰海通领航成长一年持有混合发起A目前规模为4.05亿元,最新净值2.7563,较上一交易日下跌0.0%,近一年上涨99.59%。国泰海通领航成长一年持有混合发起A的前十大重仓股如下:以上内容为证券之星据公开信息整理,仅供参考不构成投资建议。","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/RB2026073000026001.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":["BK0028","BK0201","601211","BK1564","688380","BK0276","02611","BK0183","BK1147","BK0214","BK0188","BK0012","BK0184"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655555842","title":"国泰海通拟发行450亿元小公募,获上交所受理","url":"https://stock-news.laohu8.com/highlight/detail?id=2655555842","media":"大河财立方","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2655555842?lang=zh_cn&edition=full","pubTime":"2026-07-30 12:23","pubTimestamp":1785385416,"startTime":"0","endTime":"0","summary":"【大河财立方消息】7月30日,国泰海通证券股份有限公司2026年面向专业投资者公开发行永续次级债券(第二次)获上交所受理。该债券拟发行金额450亿元,品种为小公募。承销商/管理人为申万宏源证券、国开证券和国信证券。募集资金拟用于偿还公司债券本金和补充流动资金。其中,151亿元拟用于偿还公司债券本金,299亿元拟用于补充流动资金。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607303826433376.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202607303826433376.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_eastmoney","symbols":["BK0183","BK0028","02611","BK0012","BK0188","BK1147","601211","BK0276","BK0184","BK0201","BK1564"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655906718","title":"商社40讲|国泰海通批零社服深度系列电话会","url":"https://stock-news.laohu8.com/highlight/detail?id=2655906718","media":"国泰君安证券研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2655906718?lang=zh_cn&edition=full","pubTime":"2026-07-29 21:58","pubTimestamp":1785333480,"startTime":"0","endTime":"0","summary":"更多国泰海通研究和服务亦可联系对口销售获取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。因本资料暂时无法设置访问限制,根据《证券期货投资者适当性管理办法》的要求,若您并非国泰海通证券研究服务签约客户,为保证服务质量、控制投资风险,还请取消关注,请勿订阅、接收或使用本订阅号中的任何信息。法律声明本公众订阅号为国泰海通证券股份有限公司 研究所依法设立、独立运营的唯一官方订阅号。","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=2650540075&idx=8&sn=519546763a060781e25bf9c6e355e798&chksm=897817a42449d2a57a7cbc365a4154f577cfb7b533d299c1d2f1e436f31c94e25ea8c12831bf&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","BK0183","02611","BK1147","BK1564","BK0012","BK0028","BK0276","601211","BK0188","BK0201"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655890674","title":"国泰海通|医药:医药行业2026Q2公募基金持仓分析","url":"https://stock-news.laohu8.com/highlight/detail?id=2655890674","media":"国泰君安证券研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2655890674?lang=zh_cn&edition=full","pubTime":"2026-07-29 21:58","pubTimestamp":1785333480,"startTime":"0","endTime":"0","summary":"从整体看,2026Q2全部基金医药股持仓占比下降。截至2026Q2,全部公募基金重仓持股中,医药股持仓比为6.54%,较2026Q1下降2.33pp;医药公募基金重仓持股中,医药股持仓比为96.24%,较2026Q1上升0.21pp;非医药公募基金重仓持股中,医药股持仓比为3.20%,较2026Q1下降1.67pp。2026Q2公募基金重仓持股市值前五名:药明康德、恒瑞医药、信达生物、百济神州、凯莱英。","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=2650540075&idx=7&sn=5bd8de4f92f7ce95dd4a932636e607e3&chksm=89bbb2eb6c3f345a2aed0e4d29823ef519393bfbed6185cd01f125157e43dccdc10f06a85e76&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":["BK1564","BK0188","BK0201","BK1161","159938","09939","BK1147","601211","BK1515","02611","BK0012","BK1574","BK0276","BK0028","BK0183","BK0184"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655890670","title":"国泰海通|基金研究:固收+基金分类研究体系介绍——覆盖风险分层、资产配置与策略标签的分类体系","url":"https://stock-news.laohu8.com/highlight/detail?id=2655890670","media":"国泰君安证券研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2655890670?lang=zh_cn&edition=full","pubTime":"2026-07-29 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