601688 华泰证券
午间休市 01-13 11:29:59
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【券商聚焦】华泰证券:看好电解铝板块26H1利润延续走阔趋势
金吾财讯 · 08:47
【券商聚焦】华泰证券:看好电解铝板块26H1利润延续走阔趋势
华泰证券跌0.17% 证券板块唯一下跌
中金财经 · 01-12 16:42
华泰证券跌0.17% 证券板块唯一下跌
【券商聚焦】华泰证券:看好中长周期洁净室产业链投资机遇
金吾财讯 · 01-12 08:40
【券商聚焦】华泰证券:看好中长周期洁净室产业链投资机遇
【券商聚焦】华泰证券:后续港股或重演追涨行情 从11月底的布局期逐渐进入收获期
金吾财讯 · 01-12 08:40
【券商聚焦】华泰证券:后续港股或重演追涨行情 从11月底的布局期逐渐进入收获期
每周股票复盘:华泰证券(601688)H股公告股份无变动
证券之星 · 01-11 01:11
每周股票复盘:华泰证券(601688)H股公告股份无变动
华泰证券(06886):“23华泰G3”将于1月16日付息
智通财经 · 01-09
华泰证券(06886):“23华泰G3”将于1月16日付息
【券商聚焦】华泰证券:开年以来的流动性修复有望提振创新药板块β
金吾财讯 · 01-09
【券商聚焦】华泰证券:开年以来的流动性修复有望提振创新药板块β
【券商聚焦】华泰证券:12月全行业景气指数拐点初现 与PMI超预期回升相印证
金吾财讯 · 01-09
【券商聚焦】华泰证券:12月全行业景气指数拐点初现 与PMI超预期回升相印证
沃顿科技:华泰证券投资者于1月7日调研我司
证券之星 · 01-08
沃顿科技:华泰证券投资者于1月7日调研我司
【券商聚焦】华泰证券看好阀门行业 指多重需求共振下阀门国产替代加速
金吾财讯 · 01-08
【券商聚焦】华泰证券看好阀门行业 指多重需求共振下阀门国产替代加速
【券商聚焦】华泰证券:持续看好航空盈利改善,委内瑞拉局势升级利好油运
金吾财讯 · 01-07
【券商聚焦】华泰证券:持续看好航空盈利改善,委内瑞拉局势升级利好油运
国泰海通:衍生品业务将是券商业未来分化关键 推荐华泰证券(601688.SH)等
智通财经 · 01-05
国泰海通:衍生品业务将是券商业未来分化关键 推荐华泰证券(601688.SH)等
【券商聚焦】华泰证券:建议均衡配置兑现能力较强的科技链和现金流资产
金吾财讯 · 01-05
【券商聚焦】华泰证券:建议均衡配置兑现能力较强的科技链和现金流资产
龙高股份:12月30日接受机构调研,华泰证券、招商证券等多家机构参与
证券之星 · 01-04
龙高股份:12月30日接受机构调研,华泰证券、招商证券等多家机构参与
【券商聚焦】华泰证券:预计本届国际电子消费展将成为AI应用落地的关键观察窗口
金吾财讯 · 01-02
【券商聚焦】华泰证券:预计本届国际电子消费展将成为AI应用落地的关键观察窗口
华泰证券董事会即将换届,党委书记新获提名
券商中国 · 01-02
华泰证券董事会即将换届,党委书记新获提名
【券商聚焦】华泰证券:“十五五”开年的制造业投资增长有望回升 提振总需求增长
金吾财讯 · 01-02
【券商聚焦】华泰证券:“十五五”开年的制造业投资增长有望回升 提振总需求增长
每周股票复盘:华泰证券(601688)拟授董事会发股授权
证券之星 · 01-02
每周股票复盘:华泰证券(601688)拟授董事会发股授权
华泰证券(06886):王莹为职工代表董事候选人
智通财经 · 2025-12-31
华泰证券(06886):王莹为职工代表董事候选人
【券商聚焦】华泰证券:白银承受的被动配售压力或强于黄金
金吾财讯 · 2025-12-30
【券商聚焦】华泰证券:白银承受的被动配售压力或强于黄金
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公司概况
公司名称:
华泰证券股份有限公司
所属行业:
资本市场服务
上市日期:
2010-02-26
主营业务:
华泰证券股份有限公司的主营业务是证券承销与保荐业务(国债、非金融企业债务融资工具、金融债券承销业务除外);与证券交易、证券投资活动有关的财务顾问;中国证监会批准的其他业务。公司的主要产品是财富管理业务、机构服务业务、投资管理业务、国际业务。报告期内,标准普尔对本集团及子公司华泰国际的长期发行人评级维持“BBB+”,展望稳定,为中资券商最高水平。公司的MSCIESG评级自2021年起始终保持国内证券公司最高评级,并在2024年从AA级升至AAA级,实现两年连续进阶,达到全球投资银行业最高评级。
发行价格:
20.00
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08:47","pubTimestamp":1768265275,"startTime":"0","endTime":"0","summary":"同时考虑后续“金三银四”旺季需求向好对价格的带动,该机构认为当前下游买盘意愿越弱,或越有利于后续铝价及利润中枢上行,看好电解铝板块26H1利润延续走阔趋势。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1973075","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":["BK0188","LU0572939691.SGD","BK1594","LU0359201885.HKD","LU1719994722.HKD","01378","LU1580142542.USD","LU1979443071.USD","LU0737861699.HKD","SG9999001093.SGD","BK1170","LU0588546209.SGD","LU1808992512.USD","LU1781817850.SGD","02610","LU0264606111.USD","LU0702159699.USD","BK1500","LU2148510915.USD","LU0950373646.USD","LU0823431563.USD","00098","02600","LU1303224171.USD","LU1166156734.SGD","LU0173614495.USD","LU0215049551.USD","LU0823431647.USD","LU1064130708.USD","LU0287142896.SGD","LU1328615791.USD","LU1251922891.USD","BK0012","BK0028","LU1934453819.USD","LU1224709979.USD","BK1175","02078","LU0572940350.SGD","BK0183","LU0359202008.SGD","LU0469268626.HKD","601688","BK1592","00486","LU1770034418.SGD","LU1064131003.USD","LU0359201612.USD","BK0276","BK1513"],"gpt_icon":0},{"id":"2602597944","title":"华泰证券跌0.17% 证券板块唯一下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2602597944","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602597944?lang=zh_cn&edition=full","pubTime":"2026-01-12 16:42","pubTimestamp":1768207346,"startTime":"0","endTime":"0","summary":"中国经济网北京1月12日讯 华泰证券(601688.SH)今日股价下跌,截至收盘报23.91元,跌幅0.17%。\r\n\r\n 今日,证券板块涨1.64%,华泰证券为为该板块跌幅最大的上市公司。\r\n\r\n (责任编辑:徐自立)","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://sc.stock.cnfol.com/gushijujiao/20260112/31934477.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":"zhongjincaijing_highlight","symbols":["BK0183","LU1580142542.USD","BK0012","LU1934453819.USD","601688","BK0028","LU1064130708.USD","BK0188","LU1064131003.USD","LU1328615791.USD","LU1781817850.SGD","LU2148510915.USD","LU1808992512.USD","161027","BK0276","LU1979443071.USD"],"gpt_icon":0},{"id":"2602566284","title":"【券商聚焦】华泰证券:看好中长周期洁净室产业链投资机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2602566284","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602566284?lang=zh_cn&edition=full","pubTime":"2026-01-12 08:40","pubTimestamp":1768178423,"startTime":"0","endTime":"0","summary":"AI需求快速增长下,全球半导体先进产能建设紧张“军备竞赛”中,特别是境外市场受“建设力”扩张约束,供给端盈利能力亦有望改善,洁净室工程服务产业链具备出海能力的企业受益程度较高。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1972985","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":["LU1979443071.USD","LU2148510915.USD","LU1580142542.USD","BK0188","LU1064131003.USD","LU1328615791.USD","LU1934453819.USD","LU1064130708.USD","LU1781817850.SGD","BK0012","BK0276","BK0028","LU1808992512.USD","BK0183","601688"],"gpt_icon":0},{"id":"2602566286","title":"【券商聚焦】华泰证券:后续港股或重演追涨行情 从11月底的布局期逐渐进入收获期","url":"https://stock-news.laohu8.com/highlight/detail?id=2602566286","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602566286?lang=zh_cn&edition=full","pubTime":"2026-01-12 08:40","pubTimestamp":1768178412,"startTime":"0","endTime":"0","summary":"历史上进入该区间后未来1月上涨概率大幅提升。除此之外,当前市场面临海外流动性宽松预期升温、资金面流入再加速、盈利预期上修的三因素共振,且AH情绪比较再度进入港股悲观、A股乐观的极端值。后续港股或重演追涨行情,从11月底的布局期逐渐进入收获期。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1972984","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":["BK0028","BK0188","LU1934453819.USD","LU1064131003.USD","LU1808992512.USD","LU1781817850.SGD","LU1580142542.USD","LU1979443071.USD","BK0276","BK0012","LU1328615791.USD","BK0183","LU2148510915.USD","LU1064130708.USD","601688"],"gpt_icon":0},{"id":"2602038538","title":"每周股票复盘:华泰证券(601688)H股公告股份无变动","url":"https://stock-news.laohu8.com/highlight/detail?id=2602038538","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602038538?lang=zh_cn&edition=full","pubTime":"2026-01-11 01:11","pubTimestamp":1768065067,"startTime":"0","endTime":"0","summary":"截至2026年1月9日收盘,华泰证券报收于23.95元,较上周的23.59元上涨1.53%。本周,华泰证券1月6日盘中最高价报25.75元,股价触及近一年最高点。本周关注点公司公告汇总:华泰证券H股公告截至2025年12月31日股份无变动公司公告汇总:华泰证券境外中期票据发行0.15亿美元,担保余额达16.20亿美元公司公告汇总华泰证券股份有限公司截至2025年12月31日,普通股A股和H股的法定/注册股本及已发行股份均无变动。","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/RB2026011100000100.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":["LU1580142542.USD","LU1064131003.USD","BK0276","LU1328615791.USD","LU1808992512.USD","BK0183","BK0012","601688","BK0028","LU1064130708.USD","LU1781817850.SGD","LU2148510915.USD","BK0188","LU1979443071.USD","LU1934453819.USD"],"gpt_icon":0},{"id":"2602337380","title":"华泰证券(06886):“23华泰G3”将于1月16日付息","url":"https://stock-news.laohu8.com/highlight/detail?id=2602337380","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602337380?lang=zh_cn&edition=full","pubTime":"2026-01-09 20:14","pubTimestamp":1767960857,"startTime":"0","endTime":"0","summary":"智通财经APP讯,华泰证券(06886)发布公告,华泰证券股份有限公司2023年面向专业投资者公开发行公司债券(第二期)(品种二),简称“23华泰G3”,将于2026年1月16日付息。本期债券票面利率(计息年利率)为3.48%,每手本期债券面值为人民币1000元,派发利息为人民币34.80元(含税)。","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/1391158.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":["BK0012","BK1564","LU1064131003.USD","LU1781817850.SGD","LU1064130708.USD","LU1808992512.USD","BK0183","BK0188","LU1979443071.USD","06886","LU1934453819.USD","BK0028","LU1328615791.USD","601688","LU1580142542.USD","LU2148510915.USD","BK1147","BK0276"],"gpt_icon":0},{"id":"2602884312","title":"【券商聚焦】华泰证券:开年以来的流动性修复有望提振创新药板块β","url":"https://stock-news.laohu8.com/highlight/detail?id=2602884312","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602884312?lang=zh_cn&edition=full","pubTime":"2026-01-09 08:58","pubTimestamp":1767920334,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示,自9月港股创新药年内新高以来,港股创新药指数截止到年底回调24%,而同期美股生物科技指数XBI涨幅29%,NBI指数涨幅18%。XBI自4月底部反弹超过100%,大型MNC普遍自底部反弹30~50%,礼来市值首次突破万亿美金。步入新的一年,港股创新药迎来开门红。随着流动性修复及对外BD持续,以及JPM峰会、年报周期的BD旺季和数据披露高峰的到来,该机构认为开年以来的流动性修复有望提振创新药板块β,上涨趋势有望持续。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/MjAwMmJhMzhlMzU2ODgyNzA0NzY4MTcyNA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MjAwMmJhMzhlMzU2ODgyNzA0NzY4MTcyNA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1972900","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":["LU0516423174.USD","LU1934453819.USD","LU0307460666.USD","LU0501845795.SGD","LU1152091168.USD","LU0417516571.SGD","01093","LU0039217434.USD","BK1589","LU0561508036.HKD","01877","IE0008369823.USD","LU0516422440.USD","LU1807302812.USD","09926","LU2476274720.SGD","LU0043850808.USD","BK0012","LU2148510915.USD","02142","LU1064131003.USD","LU2097828474.EUR","LU1960683339.HKD","01801","09995","IE00B5MMRT66.SGD","LU3063872942.SGD","06978","LU1979443071.USD","02616","06160","LU1993786604.SGD","BK0183","BK1500","LU0588546209.SGD","159992","LU1242518857.USD","LU2097828805.USD","LU0067412154.USD","01177","06185","09688","LU1226287792.SGD","02269","LU1328277881.USD","LU0516422952.EUR","LU0502904849.HKD","601688","BK1141","LU0315179316.USD"],"gpt_icon":0},{"id":"2602131285","title":"【券商聚焦】华泰证券:12月全行业景气指数拐点初现 与PMI超预期回升相印证","url":"https://stock-news.laohu8.com/highlight/detail?id=2602131285","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602131285?lang=zh_cn&edition=full","pubTime":"2026-01-09 08:55","pubTimestamp":1767920149,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示,12月全行业景气指数拐点初现,与PMI超预期回升相印证。该机构建议继续布局春季行情,成长和周期均衡配置,月度级别建议关注有色、化工、军工、存储、游戏、新能源、医药等;此外,短期主题投资占优,结合交易拥挤度,建议关注人形机器人、脑机接口、国产算力等。","market":"other","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":"1972899","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":["BK0188","LU1043141123.HKD","LU1064131003.USD","LU1781817850.SGD","LU1979443071.USD","601688","LU1808992512.USD","LU0426412945.USD","BK0183","LU0545562505.USD","BK0028","PMI","BK0012","BK0276","LU1064130708.USD","LU1580142542.USD","LU0994945656.USD","LU1934453819.USD","LU0426417589.USD","LU2148510915.USD","BK4082","LU1328615791.USD"],"gpt_icon":0},{"id":"2601357615","title":"沃顿科技:华泰证券投资者于1月7日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2601357615","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601357615?lang=zh_cn&edition=full","pubTime":"2026-01-08 17:35","pubTimestamp":1767864927,"startTime":"0","endTime":"0","summary":"证券之星消息,2026年1月8日沃顿科技发布公告称华泰证券于2026年1月7日调研我司。沃顿科技2025年三季报显示,前三季度公司主营收入13.82亿元,同比上升19.72%;归母净利润1.95亿元,同比上升29.21%;扣非净利润1.93亿元,同比上升30.57%;其中2025年第三季度,公司单季度主营收入5.02亿元,同比上升21.09%;单季度归母净利润7092.2万元,同比上升31.75%;单季度扣非净利润7011.68万元,同比上升34.74%;负债率23.54%,投资收益844.48万元,财务费用-549.0万元,毛利率39.92%。","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/RB2026010800028182.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":["LU1580142542.USD","LU1328615791.USD","LU1781817850.SGD","LU1064130708.USD","LU1064131003.USD","000920","LU1808992512.USD","601688","BK0229","LU1979443071.USD","BK0012","LU2148510915.USD","BK0135","LU1934453819.USD","BK0183","BK0010","BK0276","BK0188","BK0028"],"gpt_icon":0},{"id":"2601386313","title":"【券商聚焦】华泰证券看好阀门行业 指多重需求共振下阀门国产替代加速","url":"https://stock-news.laohu8.com/highlight/detail?id=2601386313","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601386313?lang=zh_cn&edition=full","pubTime":"2026-01-08 08:55","pubTimestamp":1767833733,"startTime":"0","endTime":"0","summary":"相比之下,中国凭借长期形成的基础设施建设能力,为阀门等关键基础件产业的发展提供了坚实支撑。中国企业通过持续的领域深耕与技术积累,正不断在高端制造领域取得突破。总体来看,需求增长、技术升级与国产化加速正叠加形成推动行业长期向上、竞争格局重构的核心动力。因此该机构看好阀门行业。看好具备规模化制造能力、高端产品布局及核心下游项目经验的龙头企业在国产替代加速阶段率先受益。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1972807","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":["LU1580142542.USD","LU1781817850.SGD","LU2148510915.USD","LU1064130708.USD","LU1934453819.USD","601688","LU1979443071.USD","BK0028","LU1328615791.USD","BK0183","BK0012","LU1064131003.USD","BK0276","BK0188","LU1808992512.USD"],"gpt_icon":0},{"id":"2601842962","title":"【券商聚焦】华泰证券:持续看好航空盈利改善,委内瑞拉局势升级利好油运","url":"https://stock-news.laohu8.com/highlight/detail?id=2601842962","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601842962?lang=zh_cn&edition=full","pubTime":"2026-01-07 08:48","pubTimestamp":1767746928,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示,展望1月,步入客货淡季。分板块来看:1)航空机场:空客新订单不改行业供给低增速趋势,需求稳步增长叠加油汇利好,行业收益水平有望持续改善。2)航运港口:委内瑞拉局势升级推升合规市场油运需求,有望催化1月油运运价同环比上涨;集运或环比涨价,但同比下滑;干散运价/港口吞吐量或季节性回落,但同比增长。3)物流快递:1月件量在高基数下或承压,价格端短期缺乏上涨动力。4)公路铁路:旅游客流支撑客运高景气,但运煤需求偏弱拖累货运景气。该机构持续推荐航空/油运板块,及部分成长和高股息个股。","market":"us","thumbnail":"https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1972711","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":["01055","SG9999002950.SGD","00753","01919","LU1781817850.SGD","BK0012","00694","BK1173","BK1535","02343","HK0000252160.HKD","LU1808992512.USD","IE0003851619.USD","LU0390135506.SGD","03369","BK1514","IE00BYQNZ168.SGD","LU1235295612.USD","LU1580142542.USD","BK0028","BK1541","LU0049112450.USD","HK0000500386.USD","IE0003795394.USD","LU0300738605.USD","LU1328615791.USD","BK0183","00316","LU0390135688.USD","00670","00293","01308","SG9999011746.SGD","LU2148510915.USD","601688","LU1064130708.USD","HK0000252152.HKD","IE00BYTNYN87.SGD","159231","LU1934453819.USD","02866","BK1196","LU0390135332.USD","BK1561","BK1103","BK1505","LU0300738514.USD","LU1046422090.SGD","01199","00357"],"gpt_icon":0},{"id":"2601710570","title":"国泰海通:衍生品业务将是券商业未来分化关键 推荐华泰证券(601688.SH)等","url":"https://stock-news.laohu8.com/highlight/detail?id=2601710570","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601710570?lang=zh_cn&edition=full","pubTime":"2026-01-05 11:20","pubTimestamp":1767583203,"startTime":"0","endTime":"0","summary":"券商自营模式迭代,衍生品业务提供的成长确定性将是未来分化关键。该行更看好规模效应下有优势的优质头部券商,推荐中金公司H、华泰证券。以中金公司为例,同期其股衍业务收入从8.9亿元提升至56.2亿元,CAGR达58%,占集团净营收比重则分别从7%提升至22%;2)复盘历史,国内场外衍生品业务自2012年起步迄今,先后经历了四个重要的发展阶段,其中监管政策逐步完善、以及资本市场环境带来的客户需求变化,是影响其发展的两大关键因素。","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/1388503.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0201","LU0359201612.USD","LU1023057109.AUD","02611","BK0276","LU1064131003.USD","BK1147","LU1580142542.USD","LU1979443071.USD","LU1328615791.USD","BK0183","03908","LU0359202008.SGD","601211","LU0359201885.HKD","BK1516","BK0012","BK1501","LU1064130708.USD","BK0184","LU1934453819.USD","BK0028","LU1781817850.SGD","SG9999002828.SGD","LU2148510915.USD","LU1808992512.USD","601688","BK0188","BK1564"],"gpt_icon":0},{"id":"2601073177","title":"【券商聚焦】华泰证券:建议均衡配置兑现能力较强的科技链和现金流资产","url":"https://stock-news.laohu8.com/highlight/detail?id=2601073177","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601073177?lang=zh_cn&edition=full","pubTime":"2026-01-05 09:00","pubTimestamp":1767574825,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示,上周港股在科技催化驱动下收涨,2026年首个交易日实现“开门红”。但相比2025年估值修复下科技大幅领先的行情,2026年细分赛道和选股或更注重基本面、景气度和盈利。此外,继续提示有望困境反转的本地生活龙头的左侧布局机会。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1972525","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":["LU1580142542.USD","LU1781817850.SGD","LU2148510915.USD","LU1064130708.USD","LU1934453819.USD","601688","LU1979443071.USD","159399","BK0028","LU1328615791.USD","BK0183","BK0012","LU1064131003.USD","BK0276","BK0188","LU1808992512.USD"],"gpt_icon":0},{"id":"2600048756","title":"龙高股份:12月30日接受机构调研,华泰证券、招商证券等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2600048756","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2600048756?lang=zh_cn&edition=full","pubTime":"2026-01-04 10:00","pubTimestamp":1767492046,"startTime":"0","endTime":"0","summary":"证券之星消息,2025年12月31日龙高股份发布公告称公司于2025年12月30日接受机构调研,华泰证券李斌、招商证券刘伟洁、中庚基金王子钰、全天候基金李乐凯、行必达(厦门)私募基金管理有限公司陈圣廷参与。我国高岭土储量丰富,但优质矿偏少,公司下属的龙岩东宫下矿区已探明原矿总储量4,976.03万吨,截至2024年12月31日,东宫下高岭土矿保有资源储量3,028.04万吨,为国内特大型优质高岭土矿床,适宜露天开采。","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/RB2026010400000262.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":["BK0202","605086","06099","BK0276","LU1064131003.USD","BK1147","LU1580142542.USD","LU1979443071.USD","LU1328615791.USD","BK0183","BK0012","LU1064130708.USD","LU1934453819.USD","BK0028","LU1781817850.SGD","LU2148510915.USD","LU1808992512.USD","601688","600999","BK0188","BK0010","BK1564"],"gpt_icon":0},{"id":"2600345051","title":"【券商聚焦】华泰证券:预计本届国际电子消费展将成为AI应用落地的关键观察窗口","url":"https://stock-news.laohu8.com/highlight/detail?id=2600345051","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2600345051?lang=zh_cn&edition=full","pubTime":"2026-01-02 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AI或将成为串联各板块的核心叙事。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1972494","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":["BK0012","BK0188","LU1064131003.USD","LU1934453819.USD","BK0028","LU1781817850.SGD","601688","LU2148510915.USD","LU1580142542.USD","159769","LU1328615791.USD","LU1064130708.USD","BK0276","LU1808992512.USD","LU1979443071.USD","BK0183"],"gpt_icon":0},{"id":"2600305050","title":"华泰证券董事会即将换届,党委书记新获提名","url":"https://stock-news.laohu8.com/highlight/detail?id=2600305050","media":"券商中国","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2600305050?lang=zh_cn&edition=full","pubTime":"2026-01-02 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