601377 兴业证券
已收盘 05-25 15:00:00
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兴业证券：首次覆盖华沿机器人(01021)给予“增持”评级 七轴人形手臂放量可期
智通财经 · 14:13
兴业证券：首次覆盖华沿机器人(01021)给予“增持”评级 七轴人形手臂放量可期
每周股票复盘：5月20日兴业证券（601377）发生大宗交易成交517.44万元
证券之星 · 05-24 02:42
每周股票复盘：5月20日兴业证券（601377）发生大宗交易成交517.44万元
兴业证券：对比科网泡沫，本轮AI行情走到哪了？
智通财经 · 05-23 18:27
兴业证券：对比科网泡沫，本轮AI行情走到哪了？
钱江摩托：兴业证券、易方达基金等多家机构于5月22日调研我司
证券之星 · 05-22 21:42
钱江摩托：兴业证券、易方达基金等多家机构于5月22日调研我司
台华新材：兴业证券、南方基金等多家机构于5月20日调研我司
证券之星 · 05-21
台华新材：兴业证券、南方基金等多家机构于5月20日调研我司
股市必读：5月20日兴业证券发生1笔大宗交易 成交金额517.44万元
证券之星 · 05-21
股市必读：5月20日兴业证券发生1笔大宗交易 成交金额517.44万元
粤电力Ａ：兴业证券、中信建投等多家机构于5月18日调研我司
证券之星 · 05-20
粤电力Ａ：兴业证券、中信建投等多家机构于5月18日调研我司
【券商聚焦】兴业证券维持龙源电力(00916)“增持”评级 指风电电价承压致业绩下行
金吾财讯 · 05-20
【券商聚焦】兴业证券维持龙源电力(00916)“增持”评级 指风电电价承压致业绩下行
【券商聚焦】兴业证券首予长飞光纤光缆(06869)“增持”评级 指公司业绩拐点确认
金吾财讯 · 05-20
【券商聚焦】兴业证券首予长飞光纤光缆(06869)“增持”评级 指公司业绩拐点确认
兴业证券：全球股市科技市值占比到什么水平了？
智通财经 · 05-19
兴业证券：全球股市科技市值占比到什么水平了？
兴业证券：海外映射视角下国内AI行情仍有扩散空间
智通财经 · 05-18
兴业证券：海外映射视角下国内AI行情仍有扩散空间
兴业证券：首次覆盖康诺亚-B(02162)给予“增持”评级 管线价值待重估
智通财经网 · 05-18
兴业证券：首次覆盖康诺亚-B(02162)给予“增持”评级 管线价值待重估
兴业证券：科技产业趋势引领市场 景气投资有效性将再度提升
智通财经 · 05-17
兴业证券：科技产业趋势引领市场 景气投资有效性将再度提升
超达装备：兴业证券投资者于5月15日调研我司
证券之星 · 05-15
超达装备：兴业证券投资者于5月15日调研我司
兴业证券：地缘扰动航空业短期利润 供需偏紧支撑中期趋势
智通财经 · 05-14
兴业证券：地缘扰动航空业短期利润 供需偏紧支撑中期趋势
兴业证券快递业2026年中期策略：内部高质量发展 外部顺势铸链
智通财经 · 05-14
兴业证券快递业2026年中期策略：内部高质量发展 外部顺势铸链
【券商聚焦】兴业证券维持中国人民保险集团(01339)“增持”评级 指其财险龙头地位稳固
金吾财讯 · 05-13
【券商聚焦】兴业证券维持中国人民保险集团(01339)“增持”评级 指其财险龙头地位稳固
兴业证券：轻工制造板块缺乏β的驱动 自下而上寻找强α能力优质标的
智通财经 · 05-12
兴业证券：轻工制造板块缺乏β的驱动 自下而上寻找强α能力优质标的
兴业证券：2025年医药板块企稳回升 2026Q1延续增长
智通财经 · 05-11
兴业证券：2025年医药板块企稳回升 2026Q1延续增长
兴业证券：有色板块行情先扬后抑 在地缘不确定性中选取高胜率机会
智通财经 · 05-11
兴业证券：有色板块行情先扬后抑 在地缘不确定性中选取高胜率机会
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公司概况
公司名称：
兴业证券股份有限公司
所属行业：
资本市场服务
上市日期：
2010-10-13
主营业务：
兴业证券股份有限公司的主营业务是财富管理业务、机构服务业务、自营投资业务、海外业务。公司的主要产品是证券及期货经纪业务、资产管理业务、研究与机构服务、投资银行业务、权益投资业务、固定收益投资业务、另类投资业务、海外业务。公司连续三年蝉联行业文化建设实践评估最高评级，党建工作、投资者教育、慈善工作等领域荣获多项国家级、省部级荣誉。
发行价格：
10.00
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七轴人形手臂放量可期","url":"https://stock-news.laohu8.com/highlight/detail?id=2638373538","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638373538?lang=zh_cn&edition=full","pubTime":"2026-05-25 14:13","pubTimestamp":1779689630,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，兴业证券发布研报称，华沿机器人是全球头部协作机器人公司，以工业领域运用为主，占据产品及技术+落地场景+客户及渠道资源优势，受益于协作机器人赛道景气；同时公司的七轴人形手臂、轴向磁通电机等运动部件放量可期。首次覆盖给予公司“增持”评级，建议投资者关注。兴业证券主要观点如下：全球头部协作机器人公司华沿机器人的前身成立于2017年9月，2026年3月公司港股IPO。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1445539.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["601377","01021"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637373100","title":"每周股票复盘：5月20日兴业证券（601377）发生大宗交易成交517.44万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2637373100","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637373100?lang=zh_cn&edition=full","pubTime":"2026-05-24 02:42","pubTimestamp":1779561732,"startTime":"0","endTime":"0","summary":"截至2026年5月22日收盘，兴业证券（601377）报收于5.82元，较上周的5.89元下跌1.19%。本周，兴业证券5月21日盘中最高价报6.08元。5月22日盘中最低价报5.76元。兴业证券当前最新总市值502.61亿元，在证券板块市值排名17/50，在两市A股市值排名424/5206。本周关注点来自交易信息汇总：5月20日兴业证券发生1笔大宗交易，成交金额517.44万元交易信息汇总5月20日兴业证券发生1笔大宗交易，成交金额517.44万元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/RB2026052400000668.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","BK0028","601377","BK0276","BK0183","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637232418","title":"兴业证券：对比科网泡沫，本轮AI行情走到哪了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2637232418","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637232418?lang=zh_cn&edition=full","pubTime":"2026-05-23 18:27","pubTimestamp":1779532040,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，兴业证券发布研究报告称，历史不会简单重演，但往往会有相似处值得借鉴。兴业证券对比了2022年底ChatGPT发布后与94年底Netscape发布后的纳指走势，可以看到，本轮全球AI行情与科网泡沫相比，无论涨幅、斜率与节奏都有诸多相似之处。对比来看，本轮AI行情在时间维度上对应科网泡沫阶段的1998年6月，空间上完成了24%的涨幅。","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/1445405.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":["BK0028","ARTY","BK0188","601377","AIPO","CHAT","BK0183","AGIX","BK0012","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637317628","title":"钱江摩托：兴业证券、易方达基金等多家机构于5月22日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2637317628","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637317628?lang=zh_cn&edition=full","pubTime":"2026-05-22 21:42","pubTimestamp":1779457326,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年5月22日钱江摩托发布公告称兴业证券、易方达基金、瑞银证券、光大证券于2026年5月22日调研我司。因此一季度内销业绩呈现阶段性下滑态势。钱江摩托主营业务：摩托车及配件的生产、销售、研究、设计和开发。以上内容为证券之星据公开信息整理，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/RB2026052200044078.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":["BK0004","000913","BK0012","BK0061","BK0188","BK0279","BK0183","BK0276","BK0155","601377","BK0059","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637384427","title":"台华新材：兴业证券、南方基金等多家机构于5月20日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2637384427","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637384427?lang=zh_cn&edition=full","pubTime":"2026-05-21 18:03","pubTimestamp":1779357783,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年5月21日台华新材发布公告称兴业证券赵宇、南方基金章晖 张磊于2026年5月20日调研我司。2025年度，公司锦纶长丝生产量215,267.28吨，销售量205,990.05吨。台华新材2026年一季报显示，一季度公司主营收入14.35亿元，同比下降2.89%；归母净利润1.32亿元，同比下降19.26%；扣非净利润1.11亿元，同比上升6.47%；负债率52.34%，投资收益219.66万元，财务费用3419.32万元，毛利率24.55%。","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/RB2026052100035898.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":["BK0188","BK0247","BK0028","BK0012","BK0186","601377","603055","BK0183","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637878926","title":"股市必读：5月20日兴业证券发生1笔大宗交易 成交金额517.44万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2637878926","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637878926?lang=zh_cn&edition=full","pubTime":"2026-05-21 04:06","pubTimestamp":1779307574,"startTime":"0","endTime":"0","summary":"截至2026年5月20日收盘，兴业证券报收于5.88元，下跌1.01%，换手率0.45%，成交量38.44万手，成交额2.26亿元。当日关注点来自交易信息汇总：5月20日主力资金净流入107.81万元，游资积极介入，散户资金呈净流出态势。大宗交易5月20日兴业证券发生1笔大宗交易，成交金额517.44万元。","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/RB2026052100004775.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","601377","BK0012","BK0183","BK0276","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636841624","title":"粤电力Ａ：兴业证券、中信建投等多家机构于5月18日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2636841624","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636841624?lang=zh_cn&edition=full","pubTime":"2026-05-20 19:33","pubTimestamp":1779276808,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年5月20日粤电力Ａ发布公告称兴业证券蔡屹 朱理显、中信建投高兴、华泰证券黄波、国海证券钟琪、国信证券崔佳诚于2026年5月18日调研我司。报告期内，公司归母净利润较去年同期亏损收窄。粤电力Ａ主营业务：主要从事电力项目、新能源项目的投资、建设和经营管理,电力的生产和销售业务。该股最近90天内共有2家机构给出评级，买入评级1家，增持评级1家。","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/RB2026052000037995.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0012","601066","BK0188","BK0276","BK0028","159146","BK0183","601377"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636887814","title":"【券商聚焦】兴业证券维持龙源电力(00916)“增持”评级 指风电电价承压致业绩下行","url":"https://stock-news.laohu8.com/highlight/detail?id=2636887814","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636887814?lang=zh_cn&edition=full","pubTime":"2026-05-20 15:45","pubTimestamp":1779263116,"startTime":"0","endTime":"0","summary":"金吾财讯 | 兴业证券发布研报指，龙源电力 2025年全年营业收入302.53亿元，同比-3.85%；归母净利润46.38亿元，同比-27.41%；经营性现金流218.33亿元，同比+27.61%。研报指出，业绩下行主因风电电价承压。2025年新增风电装机1.74GW、光伏装机3.14GW。后续增量方面，公司2026年计划开工、投产新能源项目各4.5GW，布局海风与沙戈荒基地。维持“增持”评级。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981833","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":["00916","001289","601377"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636681115","title":"【券商聚焦】兴业证券首予长飞光纤光缆(06869)“增持”评级 指公司业绩拐点确认","url":"https://stock-news.laohu8.com/highlight/detail?id=2636681115","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636681115?lang=zh_cn&edition=full","pubTime":"2026-05-20 15:44","pubTimestamp":1779263097,"startTime":"0","endTime":"0","summary":"金吾财讯 | 兴业证券发布研报指，长飞光纤光缆 业绩拐点已确认，2026年第一季度营收36.95亿元人民币，同比增长27.7%；归母净利润4.95亿元人民币，同比增长226.4%；单季毛利率41.51%、净利率15.84%，均创上市以来新高。首次覆盖并给予“增持”评级。风险提示包括光纤价格三季度至四季度回落超预期、运营商集采量价低于预期、北美资本开支节奏放缓或出海订单兑现延后、海缆与海洋能源工程项目执行节奏、空芯光纤商业化仍处早期阶段。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/MTA4MTkwNzU5Nzkx.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MTA4MTkwNzU5Nzkx.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981832","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":["06869","601377"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636185630","title":"兴业证券：全球股市科技市值占比到什么水平了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2636185630","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636185630?lang=zh_cn&edition=full","pubTime":"2026-05-19 20:07","pubTimestamp":1779192448,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，兴业证券发布研报称，从各市场科技板块市值占比的动态变化来看，美股、韩股、台股、A股核心受益于本轮AI产业浪潮，科技板块市值占比均已高于或接近2000年互联网浪潮时期。全球对比来看，A股科技市值占比处于中等水平。随着经济驱动力发生变化，A股科技市值占比已由2010年的10%提升至目前的30.8%，目前水平低于中国台湾的76.7%、韩国的55.8%、美国的45.2%，但高于日本、中国香港和欧洲。全球权益资产的β已经转向科技。","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/1443606.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":["BK0188","BK4585","BK4588","VT","BK0276","BK0028","BK0012","BK0183","601377"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636507321","title":"兴业证券：海外映射视角下国内AI行情仍有扩散空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2636507321","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636507321?lang=zh_cn&edition=full","pubTime":"2026-05-18 20:10","pubTimestamp":1779106232,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，兴业证券发布研报称，本轮AI行情仍有扩散空间，当前轮动强度与历轮行情见顶时相比仍不算极端。海外映射对于A股投资机会的指引效果愈发显著，PCB、部分国产算力、存储、基础设施、中游软件服务、机器人等相较于海外公司仍具备扩散空间。兴业证券主要观点如下：从该行构建的AI轮动强度指标来看，本轮AI行情仍有扩散空间。从TMT指数与轮动强度的关系来看，历轮AI行情呈现明显的“集中式上涨、轮动式调整”的演绎规律。","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/1443089.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":["AIPO","BK0188","CHAT","BK0276","AGIX","ARTY","BK0028","BK0012","BK0183","601377"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636230520","title":"兴业证券：首次覆盖康诺亚-B(02162)给予“增持”评级 管线价值待重估","url":"https://stock-news.laohu8.com/highlight/detail?id=2636230520","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636230520?lang=zh_cn&edition=full","pubTime":"2026-05-18 14:54","pubTimestamp":1779087274,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，兴业证券发布研报称，康诺亚-BCM310的商业化已进入加速放量阶段，其他管线的价值也被逐步验证，公司凭借强大的自主研发平台也能够持续推出差异化的早期管线。该行预计2026年至2028年收入分别为27.00亿元、21.61亿元、32.66亿元，归母净利润分别为5.70亿元、-2.42亿元、1.27亿元，首次覆盖，给予“增持”评级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1442834.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":"highlight_zhitongcaijin","symbols":["02162","601377"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636809297","title":"兴业证券：科技产业趋势引领市场 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19:29","pubTimestamp":1779017361,"startTime":"0","endTime":"0","summary":"考虑到6月至7月上半月，随着中报业绩预告披露，景气投资的有效性将再度提升，届时市场的核心催化仍将聚焦在景气确定性品种。而近期科技巨头亮眼的业绩和产业进展的一系列验证，充分证明AI产业趋势对于各个环节景气的拉动，仍是今年全球权益盈利上修最具确定性的逻辑。","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/1442637.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","BK0028","BK0276","BK0183","601377","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635088187","title":"超达装备：兴业证券投资者于5月15日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2635088187","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635088187?lang=zh_cn&edition=full","pubTime":"2026-05-15 18:02","pubTimestamp":1778839354,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年5月15日超达装备发布公告称兴业证券周质芳 蔡琨于2026年5月15日调研我司。公司2026年第一季度实现营业收入为197,936,907.99元，同比上升25.43%。自2026年7月31日后首个交易日起，若再次触发有条件赎条款，公司将另行召开会议决定是否行使赎权。超达装备2026年一季报显示，一季度公司主营收入1.98亿元，同比上升25.43%；归母净利润1595.52万元，同比下降35.99%；扣非净利润1448.58万元，同比下降39.15%；负债率30.41%，投资收益29.05万元，财务费用798.73万元，毛利率31.73%。","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/RB2026051500034779.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":["BK0188","BK0251","301186","BK0028","BK0012","601377","BK0183","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635797614","title":"兴业证券：地缘扰动航空业短期利润 供需偏紧支撑中期趋势","url":"https://stock-news.laohu8.com/highlight/detail?id=2635797614","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635797614?lang=zh_cn&edition=full","pubTime":"2026-05-14 16:55","pubTimestamp":1778748917,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，兴业证券发布研报称，航空行业已跨越景气底部，处于“量先于价”末期。地缘冲突致航油短期剧烈冲击，但供需格局优化是确定性趋势，2026至2027年票价有望温和修复。板块短期业绩承压，但中长期供需偏紧是确定性趋势。春运后半程热门航线全价票售罄比例显著提升，验证定价权回归。政策层面反内卷举措递进，航协自律公约与民航局运价规则遏制低价倾销。4)空难、恐怖袭击、战争、疾病爆发等不确定性事件。","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/1441731.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":["BK0028","BK0188","BK0183","601377","BK0012","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635633897","title":"兴业证券快递业2026年中期策略：内部高质量发展 外部顺势铸链","url":"https://stock-news.laohu8.com/highlight/detail?id=2635633897","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635633897?lang=zh_cn&edition=full","pubTime":"2026-05-14 09:35","pubTimestamp":1778722510,"startTime":"0","endTime":"0","summary":"对于海外快递需求，该行看好东南亚和拉美市场。2025年行业增速受阶段性影响，低于此前预期，总体呈现前高后低特征。企业份额则受竞争节奏、反内卷以及需求特征变化影响，分化时间主要出现在2025年第二和第四季度。企业层面，压力有限，因为2026年核心稳定、低价挤出的需求特征保证了头部件量和份额的自然获取，尾部暂无主动竞争意愿，油价相对顺利传导是一大标志。","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/1441525.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":["BK0188","BK0183","BK0012","BK0276","601377","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635358272","title":"【券商聚焦】兴业证券维持中国人民保险集团(01339)“增持”评级 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13:57","pubTimestamp":1778651869,"startTime":"0","endTime":"0","summary":"维持“增持”评级。财产险板块方面，人保财险原保费规模稳步增长。2026Q1，人保财险实现原保险保费收入1,829.95亿元，同比增长1.4%；保险服务收入1,230.15亿元，同比增长1.9%；承保利润71.54亿元，同比增长7.5%。综合成本率94.2%，同比下降0.3个百分点；净利润86.31亿元。截至一季度末，集团总投资资产1.90万亿元。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981245","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":["01339","601377"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634257770","title":"兴业证券：轻工制造板块缺乏β的驱动 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2026Q1延续增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2634408151","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634408151?lang=zh_cn&edition=full","pubTime":"2026-05-11 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