601878 浙商证券
交易中 03-16 13:55:40
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因对子公司合规管理不到位等问题，浙商证券年内再被监管点名
澎湃新闻 · 03-15 17:39
因对子公司合规管理不到位等问题，浙商证券年内再被监管点名
浙商证券：AIDC建设迎来高速发展期 多种电力方案受益行业扩容
智通财经 · 03-12
浙商证券：AIDC建设迎来高速发展期 多种电力方案受益行业扩容
浙商证券：算电协同列入政府报告 智慧调度软件等四大赛道迎来价值充估
智通财经 · 03-10
浙商证券：算电协同列入政府报告 智慧调度软件等四大赛道迎来价值充估
浙商证券：1-2月挖掘机出口超预期 一季度开门红确定性增强
智通财经 · 03-09
浙商证券：1-2月挖掘机出口超预期 一季度开门红确定性增强
浙商证券：中东冲突升级 油价上涨有望提升油服行业景气度
智通财经 · 03-09
浙商证券：中东冲突升级 油价上涨有望提升油服行业景气度
晶升股份：浙商证券、景商基金等多家机构于3月2日调研我司
证券之星 · 03-04
晶升股份：浙商证券、景商基金等多家机构于3月2日调研我司
晶盛机电：易方达基金、浙商证券等多家机构于2月25日调研我司
证券之星 · 03-03
晶盛机电：易方达基金、浙商证券等多家机构于2月25日调研我司
浙商证券：Agent化转型驱动Token需求井喷 算力、模型及应用三大角度投资AI产业
智通财经 · 03-02
浙商证券：Agent化转型驱动Token需求井喷 算力、模型及应用三大角度投资AI产业
浙商证券：美图产品定位审美创作平台，是AI技术受益者
新浪证券 · 02-26
浙商证券：美图产品定位审美创作平台，是AI技术受益者
浙商证券：维持美图公司(01357)“买入”评级 AI技术赋能红利
智通财经 · 02-25
浙商证券：维持美图公司(01357)“买入”评级 AI技术赋能红利
浙商证券：首予超盈国际控股(02111)“买入”评级 弹性化纤面料龙头
智通财经 · 02-25
浙商证券：首予超盈国际控股(02111)“买入”评级 弹性化纤面料龙头
浙商证券：2026年电影春节档票房不及预期 内容质量仍为核心
智通财经 · 02-24
浙商证券：2026年电影春节档票房不及预期 内容质量仍为核心
浙商证券：大模型发展重视投入效率及商业化落地 C端入口争夺白热化
智通财经 · 02-24
浙商证券：大模型发展重视投入效率及商业化落地 C端入口争夺白热化
浙商证券：险资还会增配银行股吗？
智通财经网 · 02-24
浙商证券：险资还会增配银行股吗？
浙商证券：AI漫剧出海潜能无限 坚定看好头部企业业绩及其前景
智通财经 · 02-24
浙商证券：AI漫剧出海潜能无限 坚定看好头部企业业绩及其前景
浙商证券：工业气体有望筑底回升 电子特气景气持续
智通财经 · 02-24
浙商证券：工业气体有望筑底回升 电子特气景气持续
浙商证券董事长钱文海：执缰策马踏新程，奋蹄扬鞭“前十五”
中国基金报 · 02-17
浙商证券董事长钱文海：执缰策马踏新程，奋蹄扬鞭“前十五”
每周股票复盘：浙商证券（601878）兑付15亿短期融资券
证券之星 · 02-15
每周股票复盘：浙商证券（601878）兑付15亿短期融资券
浙商证券：近期国产大模型密集发布 规模化应用拉动推理需求
智通财经 · 02-12
浙商证券：近期国产大模型密集发布 规模化应用拉动推理需求
浙商证券迎来新总裁
中国基金报 · 02-11
浙商证券迎来新总裁
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公司概况
公司名称：
浙商证券股份有限公司
所属行业：
资本市场服务
上市日期：
2017-06-26
主营业务：
浙商证券股份有限公司的主营业务是证券经纪业务、投资银行业务、证券自营业务、信用业务、财富管理业务、资产管理业务、期货业务、私募基金管理及投资业务、证券研究业务、另类投资业务、资产托管业务、上市证券做市业务。公司的主要产品是证券经纪业务、投资银行业务、投资业务、资产管理业务、期货业务。
发行价格：
8.45
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17:39","pubTimestamp":1773567540,"startTime":"0","endTime":"0","summary":" 浙商证券股份有限公司因子公司合规管理不到位等问题，被浙江证监局责令改正。 3月13日，浙江证监局发布公告称，经查，浙商证券存在两方面问题：一是个别核心业务岗位人员不具备2年托管业务从业经验，托管业务办公场所未独立，基金投资监督标准与监督流程不完善，对托管部门从业人员执业行为及投资基金管理不健全。 值得一提的是，虽然刚刚进入3月份，但这已是浙商证券年内第2次被浙江证监局点名。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2026-03-15/doc-inhrafpt9553703.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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17:00","pubTimestamp":1773306015,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，浙商证券发布研报称，全球AI发展超预期推动算力需求持续爆发，北美科技巨头大幅上修2026年资本开支，AIDC建设迎来高速发展期。但美国电网面临老旧、并网周期长、电力缺口大的三重困境，叠加特朗普要求科技巨头自建电站的政策导向，美国AIDC主电源从依赖公共电网全面转向自建电站，燃气轮机、航改燃、内燃机、SOFC等现场发电方案迎来需求爆发，柴发作为核心备电也同步受益于行业扩容。","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/1413113.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":["159146","601878","BK0276"],"gpt_icon":0},{"id":"2618850169","title":"浙商证券：算电协同列入政府报告 智慧调度软件等四大赛道迎来价值充估","url":"https://stock-news.laohu8.com/highlight/detail?id=2618850169","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618850169?lang=zh_cn&edition=full","pubTime":"2026-03-10 13:48","pubTimestamp":1773121698,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，浙商证券发布研报称，算电协同列入政府报告，不仅是“东数西算”工程的深化，更是解决AI时代“电力成本”与“绿电消纳”两大核心瓶颈的必由之路。电力设备、智慧调度软件、储能及项目运营四大赛道迎来价值充估。浙商证券主要观点如下：算电协同从“行业探索”走向“国家基建”2026年3月，算电协同首次被写入政府工作报告，列为国家级新基建工程，标志着其战略高度实现了从技术探索到国家顶层设计的跃升。","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/1412050.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":["BK4585","VGT","601878","BK0276","BK4588"],"gpt_icon":0},{"id":"2618497456","title":"浙商证券：1-2月挖掘机出口超预期 一季度开门红确定性增强","url":"https://stock-news.laohu8.com/highlight/detail?id=2618497456","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618497456?lang=zh_cn&edition=full","pubTime":"2026-03-09 16:55","pubTimestamp":1773046500,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，浙商证券发布研报称，据中国工程机械工业协会，2026年2月销售各类挖掘机17226台，同比下降11%。出口市占率提升、内需改善、更新周期启动三方面驱动中国工程机械行业复苏。工程机械主机厂春节后积极开工，一季度有望开门红。1-2月挖掘机总销量35934台，同比增长13%;其中国内销量15478台，同比下降9%;出口量20456台，同比增长39%。","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/1411636.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":["601878","BK0276"],"gpt_icon":0},{"id":"2618645623","title":"浙商证券：中东冲突升级 油价上涨有望提升油服行业景气度","url":"https://stock-news.laohu8.com/highlight/detail?id=2618645623","media":"智通财经","labels":["economic"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618645623?lang=zh_cn&edition=full","pubTime":"2026-03-09 16:00","pubTimestamp":1773043226,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，浙商证券发布研报称，美以对伊朗发动军事打击以来，中东地缘冲突持续升级和蔓延，在地区安全和全球经济层面影响不断外溢，油价大幅上涨。若油价继续上升并稳定在中高位，油气公司资本开支有望边际提升，油服行业的景气度回升，有望进一步促进新增设备和现有设备更新换代需求释放。此前3月2日深夜，伊朗伊斯兰革命卫队司令顾问表示，霍尔木兹海峡已被关闭，该海峡影响全球约五分之一的海运石油和液化天然气运输。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"5dc740888178f746e74114e33c39a0a7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1411585.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["601878","DUG","BK0276"],"gpt_icon":0},{"id":"2616353114","title":"晶升股份：浙商证券、景商基金等多家机构于3月2日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2616353114","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616353114?lang=zh_cn&edition=full","pubTime":"2026-03-04 19:01","pubTimestamp":1772622076,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年3月4日晶升股份发布公告称浙商证券、景商基金、昱奕资产、西部利得基金于2026年3月2日调研我司。公司为国内较早进入中国台湾市场的碳化硅长晶设备厂商，已向台湾地区批量交付碳化硅设备。从财务指标来看，2025年公司受碳化硅及光伏行业低迷的双重影响，整体经营业绩承压。2026年无论是硅还是碳化硅都呈现明显复苏趋势，公司半导体长晶设备业务需求较去年将有所增长。","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/RB2026030400034027.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":["688478","601878","BK0276","BK0251"],"gpt_icon":0},{"id":"2616349405","title":"晶盛机电：易方达基金、浙商证券等多家机构于2月25日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2616349405","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616349405?lang=zh_cn&edition=full","pubTime":"2026-03-03 19:01","pubTimestamp":1772535711,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年3月3日晶盛机电发布公告称易方达基金、浙商证券、中银证券、兴业证券、长城证券、东财证券、方正证券、嘉实基金、平安资管、中邮基金、鑫元基金、准锦投资、上海金恩、中信证券、长江证券于2026年2月25日调研我司。","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/RB2026030300037109.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":["BK0125","BK0064","LU1655091616.SGD","601878","300316","BK0251","BK0054","BK0276","IE0005HP3H50.USD"],"gpt_icon":0},{"id":"2616980063","title":"浙商证券：Agent化转型驱动Token需求井喷 算力、模型及应用三大角度投资AI产业","url":"https://stock-news.laohu8.com/highlight/detail?id=2616980063","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616980063?lang=zh_cn&edition=full","pubTime":"2026-03-02 14:10","pubTimestamp":1772431810,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，浙商证券发布研报称，当前AI正由辅助工具向自主劳动力跨越，Agent化转型驱动Token需求井喷，倒逼算力生态由通用向高效ASIC与溢价云服务转型。AI正从辅助副驾驶Copilot跃迁至交付结果的Agent，其处理复杂任务的时长有望跨越8小时临界点。碎片化任务向端到端项目交付的能力提升，标志着AI正式从提效工具演变为可规模化部署的数字劳动力，实质性触发第四次工业革命。","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/1408890.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":["BK0276","601878"],"gpt_icon":0},{"id":"2614287096","title":"浙商证券：美图产品定位审美创作平台，是AI技术受益者","url":"https://stock-news.laohu8.com/highlight/detail?id=2614287096","media":"新浪证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614287096?lang=zh_cn&edition=full","pubTime":"2026-02-26 14:07","pubTimestamp":1772086020,"startTime":"0","endTime":"0","summary":" 2月26日下午消息，近期，美国大模型公司Anthropic推出的AI工具，引发市场对于软件行业叙事由“被AI赋能”到“被AI吞噬”的担忧，进一步波及Adobe、美图等AI应用公司。浙商证券最新报告指出，区别于简单的流程化软件，美图产品定位属于审美创作平台，是AI技术的受益者。该券商给予美图“买入”评级，目标价11.6港元。","market":"sg","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/2026-02-26/doc-inhpcqkq1481904.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":["BK1095","LU0082770016.SGD","BK1613","LU0164939612.USD","LU2125910500.SGD","BK1609","LU2045819591.USD","LU0082770016.USD","BK1612","LU2125910849.SGD","01357","601878","BK1618","BK0276","LU0620787316.HKD"],"gpt_icon":0},{"id":"2614204709","title":"浙商证券：维持美图公司(01357)“买入”评级 AI技术赋能红利","url":"https://stock-news.laohu8.com/highlight/detail?id=2614204709","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614204709?lang=zh_cn&edition=full","pubTime":"2026-02-25 16:21","pubTimestamp":1772007689,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，浙商证券发布研报称，维持美图公司“买入”评级。以上壁垒有望推动公司成为AI+美颜修图领域的创新者，加速公司付费渗透率的提升以及新市场的开拓，从而推动公司业绩持续增长。公司ARPPU自2021年以来维持了上升趋势，该行预计未来ARPPU或仍将稳步提升，主要考虑因素为海外用户的订阅价格更高;B端用户的付费能力以及付费意愿更高。风险提示AI侵入风险、海外或B端业务拓展不及预期、市场竞争加剧","market":"hk","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/1407105.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":["01357","601878"],"gpt_icon":0},{"id":"2614778214","title":"浙商证券：首予超盈国际控股(02111)“买入”评级 弹性化纤面料龙头","url":"https://stock-news.laohu8.com/highlight/detail?id=2614778214","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614778214?lang=zh_cn&edition=full","pubTime":"2026-02-25 09:32","pubTimestamp":1771983134,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，浙商证券发布研报称，首次覆盖，给予超盈国际控股“买入”评级，公司作为弹性面料制造商龙头，成立以来凭借强大的制造效率逐步深入绑定维密等内衣品牌龙头，12年切入FILA、Lululemon等运动品牌，东南亚化纤弹性面料产能稀缺，以全球化产能布局+强大研发创新能力逐步提升运动品牌订单份额，未来增长潜力巨大。","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/1406948.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":["601878","02111"],"gpt_icon":0},{"id":"2613760624","title":"浙商证券：2026年电影春节档票房不及预期 内容质量仍为核心","url":"https://stock-news.laohu8.com/highlight/detail?id=2613760624","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613760624?lang=zh_cn&edition=full","pubTime":"2026-02-24 15:17","pubTimestamp":1771917459,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，浙商证券发布研报称，2026年春节档票房表现低于预期。该行此前预测2026年春节档票房有望对标2024年80亿元的水平。2026年春节档初一至初六平均票价约为48.37元，较2025年同期的50.81元有所回落。虽然2026年春节档影片数量创近五年新高，但缺失真正能够引发全民讨论的现象级作品。目前根据猫眼专业版预测，2026年春节档总票房预计56.83亿元，形成较大的预估偏差。","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/1406618.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":["601878","BK0276"],"gpt_icon":0},{"id":"2613460767","title":"浙商证券：大模型发展重视投入效率及商业化落地 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14:32","pubTimestamp":1771914730,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，浙商证券发布研报称，险资增持银行股符合长期趋势，预计2026、2027年合计约有4000亿险资资金增持银行股，节点上预计26Q2开始配置动力将增强。险资增持银行股形式包括举牌、协议转让、参与定增、参与IPO以及转债转股。近年来还有部分险资通过协议转让和转债转股方式参与银行股投资，银行定增和IPO目前还受限。④重点事件，关注保险公司举牌、股东资格获批等相关公告，可能会预示后续险资的增持行为。","market":"sg","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/1406595.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":"highlight_zhitongcaijin","symbols":["BK0276","601878"],"gpt_icon":0},{"id":"2613761969","title":"浙商证券：AI漫剧出海潜能无限 坚定看好头部企业业绩及其前景","url":"https://stock-news.laohu8.com/highlight/detail?id=2613761969","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613761969?lang=zh_cn&edition=full","pubTime":"2026-02-24 13:45","pubTimestamp":1771911909,"startTime":"0","endTime":"0","summary":"AI大幅压缩漫剧生产成本，促成低成本和高ROI，大幅提升盈利空间。该行坚定看好头部企业业绩及其前景。AI大幅压缩漫剧生产成本，促成低成本和高ROI，大幅提升盈利空间如《斩仙台下》制作团队仅12人，耗时仅30天，截至1月底录得ROI110+。","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/1406572.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":["601878","BK0276"],"gpt_icon":0},{"id":"2613011757","title":"浙商证券：工业气体有望筑底回升 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10:15","pubTimestamp":1771899319,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，浙商证券发布研报称，工业气体长期受益行业外包供气占比提升、下游半导体/新能源等新领域需求提速;短期受益宏观经济复苏、气价弹性大。全球半导体景气预计2026年持续;优秀的国产电子特气厂商逐步切入海外3nm、5nm先进制程，海外份额远低于其国内市场份额，成长空间更大。全球半导体景气预计2026年持续;电子特气行业有望从进口替代到走向全球1)半导体需求景气向上：2025年11月，全球半导体销售额同比上升30%。","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/1406506.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":["601878","BK0276"],"gpt_icon":0},{"id":"2612445466","title":"浙商证券董事长钱文海：执缰策马踏新程，奋蹄扬鞭“前十五”","url":"https://stock-news.laohu8.com/highlight/detail?id=2612445466","media":"中国基金报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612445466?lang=zh_cn&edition=full","pubTime":"2026-02-17 16:37","pubTimestamp":1771317420,"startTime":"0","endTime":"0","summary":"当2026马年奔腾而至，这不仅是“十五五”规划的开局之年，更是浙商证券打好改革主动仗、争当发展排头兵，向着“整体排名进入行业前15”战略目标全力冲刺的关键之年。在这象征活力与速度的马年，浙商证券愿做一匹奋蹄的“千里骐骥”，既要竞逐发展的加速度，更要淬炼服务的高品质。现任浙商证券股份有限公司董事长、法定代表人、党委书记、总裁、代行财务负责人。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"http://mp.weixin.qq.com/s?__biz=MzA5MDEzNjQwMA==&mid=2656349628&idx=3&sn=71130a07e4785a3e35b21b29d51f3565&chksm=8afce9a0188808f4d03c00c22f56689c8b1994e112e6116ea9d09b44faf5f20079cc3d8604fa&scene=0#rd","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MzA5MDEzNjQwMA==&mid=2656349628&idx=3&sn=71130a07e4785a3e35b21b29d51f3565&chksm=8afce9a0188808f4d03c00c22f56689c8b1994e112e6116ea9d09b44faf5f20079cc3d8604fa&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":null,"symbols":["BK0276","601878"],"gpt_icon":0},{"id":"2611143590","title":"每周股票复盘：浙商证券（601878）兑付15亿短期融资券","url":"https://stock-news.laohu8.com/highlight/detail?id=2611143590","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611143590?lang=zh_cn&edition=full","pubTime":"2026-02-15 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