601878 浙商证券
交易中 12-30 11:07:46
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浙商证券：2026年煤炭价格中枢抬升 建议围绕两条主线布局
智通财经 · 51分钟前
浙商证券：2026年煤炭价格中枢抬升 建议围绕两条主线布局
浙商证券：权益市场跨年行情对债市影响几何？
智通财经 · 12-27 17:14
浙商证券：权益市场跨年行情对债市影响几何？
箭牌家居：12月24日接受机构调研，浙商证券、奇盛基金参与
证券之星 · 12-24
箭牌家居：12月24日接受机构调研，浙商证券、奇盛基金参与
浙商证券：乘用车轻量化持续推进 材料轻量化是主流方向
智通财经 · 12-24
浙商证券：乘用车轻量化持续推进 材料轻量化是主流方向
浙商证券：AI重塑光纤需求结构 供需拐点有望推动量价齐升
智通财经 · 12-23
浙商证券：AI重塑光纤需求结构 供需拐点有望推动量价齐升
浙商证券：首予沪上阿姨(02589)“增持”评级 凭多品牌矩阵促规模扩张
智通财经 · 12-23
浙商证券：首予沪上阿姨(02589)“增持”评级 凭多品牌矩阵促规模扩张
台华新材：浙商证券、东方资管等多家机构于12月19日调研我司
证券之星 · 12-22
台华新材：浙商证券、东方资管等多家机构于12月19日调研我司
浙商证券：首予康耐特光学(02276)“买入”评级 全球光学树脂镜片龙头
智通财经 · 12-22
浙商证券：首予康耐特光学(02276)“买入”评级 全球光学树脂镜片龙头
复旦微电：泉果基金、浙商证券等多家机构于12月16日调研我司
证券之星 · 12-21
复旦微电：泉果基金、浙商证券等多家机构于12月16日调研我司
【券商聚焦】浙商证券维持阜博集团(03738)“买入”评级 指其有望直接受益于迪士尼与OpenAI的合作
金吾财讯 · 12-18
【券商聚焦】浙商证券维持阜博集团(03738)“买入”评级 指其有望直接受益于迪士尼与OpenAI的合作
浙商证券：国内大储商业模式改善 海外需求景气度向上
智通财经 · 12-18
浙商证券：国内大储商业模式改善 海外需求景气度向上
浙商证券：陆风招标量价齐升 重视海风及出海逻辑
智通财经网 · 12-18
浙商证券：陆风招标量价齐升 重视海风及出海逻辑
国机精工：12月15日接受机构调研，浙商证券、华鑫证券等多家机构参与
证券之星 · 12-17
国机精工：12月15日接受机构调研，浙商证券、华鑫证券等多家机构参与
浙商证券：维持阜博集团(03738)“买入”评级 迪士尼开启“好莱坞拥抱AI”新时代
智通财经网 · 12-17
浙商证券：维持阜博集团(03738)“买入”评级 迪士尼开启“好莱坞拥抱AI”新时代
浙商证券（601878）披露2025年度第十一期短期融资券发行结果，12月16日股价下跌0.64%
证券之星 · 12-16
浙商证券（601878）披露2025年度第十一期短期融资券发行结果，12月16日股价下跌0.64%
浙商证券：卫星应用需求释放 火箭供给有望突破
智通财经 · 12-15
浙商证券：卫星应用需求释放 火箭供给有望突破
浙商证券（601878）披露2025年度第七期短期融资券兑付完成公告，12月11日股价下跌1.62%
证券之星 · 12-11
浙商证券（601878）披露2025年度第七期短期融资券兑付完成公告，12月11日股价下跌1.62%
浙商证券：11月挖掘机销量增长略超预期 聚焦工程机械龙头
智通财经 · 12-09
浙商证券：11月挖掘机销量增长略超预期 聚焦工程机械龙头
创源股份：浙商证券、新华基金等多家机构于12月4日调研我司
证券之星 · 12-05
创源股份：浙商证券、新华基金等多家机构于12月4日调研我司
12月4日浙商证券创60日新低，东方红核心价值混合A基金重仓该股
证券之星 · 12-04
12月4日浙商证券创60日新低，东方红核心价值混合A基金重仓该股
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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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10:17","pubTimestamp":1767061058,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，浙商证券发布研报称，回顾2025年，煤炭供给前高后低，进口煤同比下降，需求仍有韧性。展望2026年，国内经济维持平稳，需求增长可期，供给在限产和保供之间平衡，煤炭价格中枢抬升。若去库超预期，煤炭价格有望进一步抬升。截至2025年11月28日，乌铁局已完成8518.01万吨的疆煤外运量，同比增长6.4%。","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/1386957.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","161032"],"gpt_icon":0},{"id":"2594324897","title":"浙商证券：权益市场跨年行情对债市影响几何？","url":"https://stock-news.laohu8.com/highlight/detail?id=2594324897","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594324897?lang=zh_cn&edition=full","pubTime":"2025-12-27 17:14","pubTimestamp":1766826841,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，浙商证券发布研报称，权益市场跨年行情或已启动，叠加贵金属引领的商品市场火热行情，或对债市资产荒逻辑形成进一步冲击。","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/1386176.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":["03141","09141","601878","BK0276"],"gpt_icon":0},{"id":"2593470830","title":"箭牌家居：12月24日接受机构调研，浙商证券、奇盛基金参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2593470830","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593470830?lang=zh_cn&edition=full","pubTime":"2025-12-24 22:01","pubTimestamp":1766584906,"startTime":"0","endTime":"0","summary":"证券之星消息，2025年12月24日箭牌家居发布公告称公司于2025年12月24日接受机构调研，浙商证券傅嘉成、奇盛基金谌红梅参与。同时,公司将持续实施产品和营销双轮驱动,打造旗舰产品,提升产品力,持续推动产品聚焦,以产品销售结构优化进一步带动毛利率的提升。今年公司发布了鸿蒙智选箭牌智能花洒等新产品。","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/RB2025122400039917.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":["601878","BK0276","001322","BK0235"],"gpt_icon":0},{"id":"2593428713","title":"浙商证券：乘用车轻量化持续推进 材料轻量化是主流方向","url":"https://stock-news.laohu8.com/highlight/detail?id=2593428713","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593428713?lang=zh_cn&edition=full","pubTime":"2025-12-24 10:58","pubTimestamp":1766545100,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，浙商证券发布研报称，伴随新能车渗透率提升，轻量化需求会持续提高。轻量化三大实现路径为材料、结构、制造工艺轻量化，其中材料轻量化是当前主流方向，该行认为改性塑料是重要方向。浙商证券主要观点如下：政策与性能需求双重驱动，乘用车轻量化大势所趋1、轻量化能减少碳排放、迎合环保政策要求，亦能减少电池维护成本、提升续航。","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/1385319.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","601878"],"gpt_icon":0},{"id":"2593450176","title":"浙商证券：AI重塑光纤需求结构 供需拐点有望推动量价齐升","url":"https://stock-news.laohu8.com/highlight/detail?id=2593450176","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593450176?lang=zh_cn&edition=full","pubTime":"2025-12-23 10:32","pubTimestamp":1766457151,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，浙商证券发布研报称，供需格局失衡、价格盈利承压，光伏行业已下行近2年时间。国家/协会已出台多项政策措施发力，期待进展提速。2)该行认为：在当前行业承压背景下推行“反内卷”政策，各环节企业共识性更强，行业亟需破局。","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/1384765.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":"2593526074","title":"浙商证券：首予沪上阿姨(02589)“增持”评级 凭多品牌矩阵促规模扩张","url":"https://stock-news.laohu8.com/highlight/detail?id=2593526074","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593526074?lang=zh_cn&edition=full","pubTime":"2025-12-23 09:15","pubTimestamp":1766452501,"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，给予沪上阿姨“增持”评级，公司以\"五谷奶茶\"起家，后聚焦鲜果茶等四大产品线，推出300+新品，并构建12+8+15供应链体系保障稳定供应。随着市场需求增加和规模扩张，沪上阿姨的收入由2022年的22.0亿元增至2024年的32.8亿元，CAGR约22%。早期“五谷奶茶”立“温热饱腹健康”心智，2019年后聚焦鲜果茶等四大线，推300+轻负新品，稳供链、活心智。风险提示食品安全风险、宏观经济下行风险等。","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/1384720.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","02589"],"gpt_icon":0},{"id":"2593648184","title":"台华新材：浙商证券、东方资管等多家机构于12月19日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2593648184","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593648184?lang=zh_cn&edition=full","pubTime":"2025-12-22 19:01","pubTimestamp":1766401310,"startTime":"0","endTime":"0","summary":"证券之星消息，2025年12月22日台华新材发布公告称浙商证券詹陆雨 钱洁磊、东方资管廖晶晶、远舟资本龚路成于2025年12月19日调研我司。目前公司已形成浙江嘉兴、江苏苏州、江苏淮安三大生产基地共同发展的产业格局，为优化公司全球产业链布局，更好地满足国际行业龙头客户的需求，公司在越南投资新建生产基地。该股最近90天内共有5家机构给出评级，买入评级4家，增持评级1家；过去90天内机构目标均价为12.56。","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/RB2025122200025263.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":["BK0276","BK0247","603055","BK0186","601878"],"gpt_icon":0},{"id":"2593172946","title":"浙商证券：首予康耐特光学(02276)“买入”评级 全球光学树脂镜片龙头","url":"https://stock-news.laohu8.com/highlight/detail?id=2593172946","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593172946?lang=zh_cn&edition=full","pubTime":"2025-12-22 09:36","pubTimestamp":1766367398,"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，给予康耐特光学“买入”评级，全球领先的光学树脂镜片龙头，国内外自有品牌快速发展，产品升级趋势明确，先发布局智能眼镜赛道、卡位稀缺。光学镜片业务全球镜片行业千亿规模，保持稳健增长。智能眼镜卡位稀缺，依托定制化车房制造能力、全球最大镜片企业的美誉度背书、配合大厂持续研发迭代以及领先的一体化贴合技术，陆续突破国内外大厂合作。","market":"fut","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/1384214.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":["02276","601878"],"gpt_icon":0},{"id":"2593122112","title":"复旦微电：泉果基金、浙商证券等多家机构于12月16日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2593122112","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593122112?lang=zh_cn&edition=full","pubTime":"2025-12-21 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与OpenAI宣布达成为期三年的战略合作与内容授权协议。该机构认为，此次合作树立了“IP+AI”的新范式，迪士尼开启了“好莱坞拥抱AI”新时代。阜博集团作为全球数字版权管理的核心服务商，是迪士尼、华纳等好莱坞影视巨头的长期合作伙伴。公司有望直接受益于迪士尼与OpenAI的合作，尤其是海量AI二创内容在Disney+平台上线后，授权范围内的IP二创内容涌现，有望带来新增活跃资产及收入来源。","market":"other","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":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971813","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":null,"symbols":["601878","03738"],"gpt_icon":1},{"id":"2592920949","title":"浙商证券：国内大储商业模式改善 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