601881 中国银河
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中国银河:首次覆盖沃特股份给予买入评级,目标价33.62元
证券之星 · 14:25
中国银河:首次覆盖沃特股份给予买入评级,目标价33.62元
中国银河:给予中钨高新买入评级
证券之星 · 12:05
中国银河:给予中钨高新买入评级
中国银河证券:宠食出口均价创新低 重点强调生猪养殖行业攻守兼备布局机会
智通财经 · 09:15
中国银河证券:宠食出口均价创新低 重点强调生猪养殖行业攻守兼备布局机会
国恩股份涨6.17%,中国银河一个月前给出“买入”评级
证券之星 · 12-29 15:36
国恩股份涨6.17%,中国银河一个月前给出“买入”评级
中国银河:给予新乳业买入评级
证券之星 · 12-29 14:50
中国银河:给予新乳业买入评级
中国银河:首次覆盖豪迈科技给予买入评级
证券之星 · 12-29 12:09
中国银河:首次覆盖豪迈科技给予买入评级
中国银河:给予洽洽食品买入评级
证券之星 · 12-29 12:09
中国银河:给予洽洽食品买入评级
中国银河:首次覆盖万辰集团给予买入评级,目标价317.02元
证券之星 · 12-29 12:08
中国银河:首次覆盖万辰集团给予买入评级,目标价317.02元
中国银河证券:政策技术业绩多轮驱动 关注卫星、通信及太空算力三大主线
智通财经 · 12-29 09:14
中国银河证券:政策技术业绩多轮驱动 关注卫星、通信及太空算力三大主线
中国中免涨8.32%,中国银河一个月前给出“买入”评级
证券之星 · 12-26
中国中免涨8.32%,中国银河一个月前给出“买入”评级
中国银河:首次覆盖申通快递给予买入评级
证券之星 · 12-26
中国银河:首次覆盖申通快递给予买入评级
中国银河证券:头部酒企定调来年战略 传统消费有望迎来底部改善
智通财经网 · 12-25
中国银河证券:头部酒企定调来年战略 传统消费有望迎来底部改善
中国银河证券:光伏行业反内卷驱动盈利修复 技术创新引领新周期
智通财经 · 12-24
中国银河证券:光伏行业反内卷驱动盈利修复 技术创新引领新周期
中国银河证券:北美缺电明确 看好AIDC配储及变压器
智通财经 · 12-23
中国银河证券:北美缺电明确 看好AIDC配储及变压器
中国银河:首次覆盖远达环保给予增持评级
证券之星 · 12-23
中国银河:首次覆盖远达环保给予增持评级
中国银河证券:监事会改革推动董事席位增加 继续看好银行板块配置价值
智通财经 · 12-23
中国银河证券:监事会改革推动董事席位增加 继续看好银行板块配置价值
菲利华涨9.04%,中国银河一个月前给出“买入”评级
证券之星 · 12-22
菲利华涨9.04%,中国银河一个月前给出“买入”评级
东山精密涨8.20%,中国银河一个月前给出“买入”评级
证券之星 · 12-22
东山精密涨8.20%,中国银河一个月前给出“买入”评级
银河99涨0.00%,中国银河一个月前给出“买入”评级
证券之星 · 12-22
银河99涨0.00%,中国银河一个月前给出“买入”评级
中国银河:首次覆盖宇晶股份给予买入评级,目标价56.5元
证券之星 · 12-22
中国银河:首次覆盖宇晶股份给予买入评级,目标价56.5元
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公司概况
公司名称:
中国银河证券股份有限公司
所属行业:
资本市场服务
上市日期:
2017-01-23
主营业务:
中国银河证券股份有限公司的主营业务是提供财富管理业务、投资银行业务、机构业务、国际业务、投资交易业务及其他母子公司一体化的综合金融服务。公司的主要产品是零售经纪及财富管理、金融产品销售业务、信用业务、投资银行业务、机构业务、国际业务、投资交易业务、期货业务、资产管理业务、另类投资业务、私募股权投资管理业务。
发行价格:
6.81
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15:00:00","open":15.89,"high":15.96,"low":15.78,"amount":517000000,"amplitude":0.0113,"askPrice":15.83,"askSize":467,"bidPrice":15.82,"bidSize":1111,"shortable":0,"etf":0,"ttmEps":1.2837,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1767144600000},"marketStatusCode":5,"adr":0,"adjPreClose":15.92,"symbolType":"stock","openAndCloseTimeList":[[1767058200000,1767065400000],[1767070800000,1767078000000]],"highLimit":17.51,"lowLimit":14.33,"ibTradeSell":false,"ibTradeBuySell":true,"totalEquity":10934402256,"isCdr":false,"pbRate":1.47,"roa":"--","peRate":12.323752,"roe":"8.77%","epsLYR":0.81,"committee":0.713409,"marketValue":172982000000,"turnoverRate":0.0045,"status":1,"hkstockBrief":{"symbol":"06881","market":"HK","secType":"STK","nameCN":"中国银河","latestPrice":10.04,"timestamp":1767082097009,"preClose":10.19,"halted":0,"volume":20786500,"delay":0,"premium":"-43.06"},"floatMarketCap":114591000000},"requestUrl":"/m/hq/s/601881","defaultTab":"news","newsList":[{"id":"2595509761","title":"中国银河:首次覆盖沃特股份给予买入评级,目标价33.62元","url":"https://stock-news.laohu8.com/highlight/detail?id=2595509761","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595509761?lang=zh_cn&edition=full","pubTime":"2025-12-30 14:25","pubTimestamp":1767075916,"startTime":"0","endTime":"0","summary":"中国银河证券股份有限公司翟启迪,王鹏近期对沃特股份进行研究并发布了研究报告《聚焦特种高分子材料,平台化建设赋能成长》,首次覆盖沃特股份给予买入评级,目标价33.62元。 沃特股份 核心观点 公司:向世界一流的材料方案提供者迈进。 投资建议:预计2025-2027年公司将分别实现营业收入21.19、26.79、32.58亿元;归母净利润分别为0.45、0.83、1.44亿元,同比分别增长21.77%、87.21%、72.14%;EPS分别为0.17、0.32、0.55元,对应PE分别为120、64、37倍。","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":"https://stock.stockstar.com/RB2025123000019612.shtml","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":"stockstar","symbols":["601881","002886"],"gpt_icon":0},{"id":"2595763000","title":"中国银河:给予中钨高新买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2595763000","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595763000?lang=zh_cn&edition=full","pubTime":"2025-12-30 12:05","pubTimestamp":1767067524,"startTime":"0","endTime":"0","summary":"中国银河证券股份有限公司阎予露,华立近期对中钨高新进行研究并发布了研究报告《深度报告:钨业一体化龙头,矿山注入开启新篇章》,给予中钨高新买入评级。钨供给紧张格局预计长期持续,钨价中枢将显著抬升。最新盈利预测明细如下:该股最近90天内共有10家机构给出评级,买入评级8家,增持评级2家;过去90天内机构目标均价为34.0。","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":"https://stock.stockstar.com/RB2025123000018069.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":["601881","000657"],"gpt_icon":0},{"id":"2595754029","title":"中国银河证券:宠食出口均价创新低 重点强调生猪养殖行业攻守兼备布局机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2595754029","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595754029?lang=zh_cn&edition=full","pubTime":"2025-12-30 09:15","pubTimestamp":1767057348,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中国银河证券发布研报称,持续重点强调生猪养殖行业的攻守兼备布局机会,基于能繁母猪作用值及养殖效率的考虑,26年猪价同比下行,期间或有所反弹表现;综合考虑政策去产能以及行业亏损去产能,重点关注成本边际变化显著、资金面良好的优质猪企。宠物食品行业处成长过程中,优质企业市占率呈提升趋势。宠物食品:11月出口量价齐跌,均价创十年新低11月我国宠物食品出口额8.38亿元,同比-3.81%。","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/1386913.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":["06881","601881","BK1147","BK1564","BK0188","BK0276","161027"],"gpt_icon":0},{"id":"2595207715","title":"国恩股份涨6.17%,中国银河一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2595207715","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595207715?lang=zh_cn&edition=full","pubTime":"2025-12-29 15:36","pubTimestamp":1766993773,"startTime":"0","endTime":"0","summary":"今日国恩股份涨6.17%,收盘报53.38元。2025年10月30日,中国银河研究员王鹏,翟启迪发布了对国恩股份的研报《业绩稳健增长,大化工持续进击》,该研报对国恩股份给出“买入”评级。证券之星数据中心根据近三年发布的研报数据计算,该研报作者对此股的盈利预测准确度为76.37%。","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":"https://stock.stockstar.com/RB2025122900014524.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":["601881","002768"],"gpt_icon":0},{"id":"2595202996","title":"中国银河:给予新乳业买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2595202996","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595202996?lang=zh_cn&edition=full","pubTime":"2025-12-29 14:50","pubTimestamp":1766991027,"startTime":"0","endTime":"0","summary":"中国银河证券股份有限公司刘光意,彭潇颖近期对新乳业进行研究并发布了研究报告《公司动态报告:积极对接新渠道,低温品类α持续兑现》,给予新乳业买入评级。 新乳业 核心观点 山姆渠道低温新品实现热销,预计贡献收入增量。近期公司在山姆渠道再次取得亮眼表现,25Q3上市的新品朝日唯品“焦糖烧生牛乳布丁”月销快速提升,当前位列山姆“下午茶热榜TOP”。","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":"https://stock.stockstar.com/RB2025122900013904.shtml","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":"stockstar","symbols":["002946","601881"],"gpt_icon":0},{"id":"2595060382","title":"中国银河:首次覆盖豪迈科技给予买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2595060382","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595060382?lang=zh_cn&edition=full","pubTime":"2025-12-29 12:09","pubTimestamp":1766981344,"startTime":"0","endTime":"0","summary":"中国银河证券股份有限公司鲁佩,王霞举近期对豪迈科技进行研究并发布了研究报告《豪迈科技首次覆盖报告:业绩稳健增长,铸件+机床加速成长》,首次覆盖豪迈科技给予买入评级。公司营收和净利润始终保持良好增长态势。 投资建议:预计公司25-27年将分别实现归母净利润24.89亿元、30.02亿元、34.25亿元,对应EPS为3.11、3.75、4.28元,对应PE为27倍、22倍、20倍,首次覆盖给予推荐评级。","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":"https://stock.stockstar.com/RB2025122900012504.shtml","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":"stockstar","symbols":["601881","002595"],"gpt_icon":0},{"id":"2595206095","title":"中国银河:给予洽洽食品买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2595206095","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595206095?lang=zh_cn&edition=full","pubTime":"2025-12-29 12:09","pubTimestamp":1766981340,"startTime":"0","endTime":"0","summary":"中国银河证券股份有限公司刘光意,彭潇颖近期对洽洽食品进行研究并发布了研究报告《公司动态报告:成本回落与旺季催化,关注底部修复机会》,给予洽洽食品买入评级。 洽洽食品 核心观点 葵花籽成本已有回落,新财年盈利端有望改善。最新盈利预测明细如下:该股最近90天内共有24家机构给出评级,买入评级16家,增持评级8家;过去90天内机构目标均价为27.25。","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":"https://stock.stockstar.com/RB2025122900012503.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":["601881","002557"],"gpt_icon":0},{"id":"2595520629","title":"中国银河:首次覆盖万辰集团给予买入评级,目标价317.02元","url":"https://stock-news.laohu8.com/highlight/detail?id=2595520629","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595520629?lang=zh_cn&edition=full","pubTime":"2025-12-29 12:08","pubTimestamp":1766981332,"startTime":"0","endTime":"0","summary":"中国银河证券股份有限公司刘光意,彭潇颖近期对万辰集团进行研究并发布了研究报告《渠道变革系列深度报告(四):万辰集团:万店为基,效率制胜》,首次覆盖万辰集团给予买入评级,目标价317.02元。最新盈利预测明细如下:该股最近90天内共有18家机构给出评级,买入评级12家,增持评级6家;过去90天内机构目标均价为231.35。","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":"https://stock.stockstar.com/RB2025122900012498.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":["601881","300972"],"gpt_icon":0},{"id":"2595270318","title":"中国银河证券:政策技术业绩多轮驱动 关注卫星、通信及太空算力三大主线","url":"https://stock-news.laohu8.com/highlight/detail?id=2595270318","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2595270318?lang=zh_cn&edition=full","pubTime":"2025-12-29 09:14","pubTimestamp":1766970884,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中国银河证券发布研报称,近日,上海市发布支持G60科创走廊商业航天发展的具体措施,政策加码与技术创新并进,卫星星座加速部署,发射成本有望降低,产业链步入规模化壮大期。标志着商业航天产业已跨越技术探索期,进入了技术基本成熟、卫星应用市场初步形成、亟需高质量规模化发展的“壮大期”。","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/1386327.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","161027","601881","BK1564","BK0188","06881","BK1147"],"gpt_icon":0},{"id":"2594326419","title":"中国中免涨8.32%,中国银河一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2594326419","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594326419?lang=zh_cn&edition=full","pubTime":"2025-12-26 15:32","pubTimestamp":1766734345,"startTime":"0","endTime":"0","summary":"今日中国中免涨8.32%,收盘报92.3元。2025年10月31日,中国银河研究员顾熹闽发布了对中国中免的研报《海南经营触底,市内政策优化有望贡献增量》,该研报对中国中免给出“买入”评级。基于当前政策已明确免税行业作为提振消费及扩大入境消费的重要渠道,公司作为行业龙头未来有望继续受益潜在政策优化宏利,维持“推荐”评级。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为国信证券的杨玉莹。","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":"https://stock.stockstar.com/RB2025122600016750.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":["601888","601881","01880"],"gpt_icon":0},{"id":"2594826545","title":"中国银河:首次覆盖申通快递给予买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2594826545","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594826545?lang=zh_cn&edition=full","pubTime":"2025-12-26 12:13","pubTimestamp":1766722382,"startTime":"0","endTime":"0","summary":"中国银河证券股份有限公司罗江南近期对申通快递进行研究并发布了研究报告《公司深度报告:反内卷助力价格企稳,智能化重塑竞争优势》,首次覆盖申通快递给予买入评级。申通,圆通,韵达的单票收入分别为2.06元,2.15元,1.92元,环比增加4.57%,3.37%,0.52%,通达系快递价格环比回升。最新盈利预测明细如下:该股最近90天内共有13家机构给出评级,买入评级7家,增持评级6家;过去90天内机构目标均价为20.59。","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":"https://stock.stockstar.com/RB2025122600014615.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":["601881","002468"],"gpt_icon":0},{"id":"2594428991","title":"中国银河证券:头部酒企定调来年战略 传统消费有望迎来底部改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2594428991","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594428991?lang=zh_cn&edition=full","pubTime":"2025-12-25 10:35","pubTimestamp":1766630107,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中国银河证券发布研报称,12月食品饮料指数有所回调,判断主要原因为中秋错期导致11月度动销数据环比略有放缓,以及2026年春节备货期较晚或导致Q4报表端收入增速面临一定压力。板块内部来看,零食、调味品与预加工食品指数实现小幅正收益。展望2026年,该行仍然维持此前判断,新消费仍具持续性但内部将会轮动,而传统消费有望迎来底部改善。五粮液:八代普五批价为850元,较11月30日持平,较去年同期-100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":"http://www.zhitongcaijing.com/content/detail/1385761.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":["06881","BK1147","161027","BK1564","601881","BK0188","BK0276"],"gpt_icon":0},{"id":"2593940444","title":"中国银河证券:光伏行业反内卷驱动盈利修复 技术创新引领新周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2593940444","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593940444?lang=zh_cn&edition=full","pubTime":"2025-12-24 08:38","pubTimestamp":1766536685,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中国银河证券发布研报称,前期政策持续出台,从“规范价格行为”以及“落后产能有序退出”两方面综整治反内卷。本次CPIA大会,能源局、工信部以及行业协会继续强调高位推进反内卷。该行认为光伏作为国内“反内卷”重点行业之一,政策纾困或技术迭代有望加速供给出清,硅料引领盈利修复,2026年全行业有望扭亏,26Q2或可见曙光。","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/1385258.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":["BK1147","601881","161027","BK0276","06881","BK0188","BK1564"],"gpt_icon":0},{"id":"2593498054","title":"中国银河证券:北美缺电明确 看好AIDC配储及变压器","url":"https://stock-news.laohu8.com/highlight/detail?id=2593498054","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593498054?lang=zh_cn&edition=full","pubTime":"2025-12-23 16:35","pubTimestamp":1766478925,"startTime":"0","endTime":"0","summary":"中国银河证券主要观点如下:AI负荷高增,AIDC配储需求强劲北美整体电力缺口大,AIDC需求增长进一步加剧缺口。传统快速补能受限,AIDC配储具备经济性且交付快,占比有望提升。考虑到截止25Q3美国AIDC项目规划装机容量增长45GW,未来配储比例及配储时长提升,AIDC配储空间弹性有望提升。北美AIDC变压器供不应求,变压器出口高景气经济复苏以及AI高速发展,叠加新能源并网以及电网更新改造需求,AI电气设备需求旺盛。","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/1384903.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":["161027","BK0276","BK0188","601881","BK1147","06881","BK1564"],"gpt_icon":0},{"id":"2593209465","title":"中国银河:首次覆盖远达环保给予增持评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2593209465","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593209465?lang=zh_cn&edition=full","pubTime":"2025-12-23 12:22","pubTimestamp":1766463763,"startTime":"0","endTime":"0","summary":"中国银河证券股份有限公司陶贻功,梁悠南,马敏近期对远达环保进行研究并发布了研究报告《立足火电脱硫脱硝,打造国电投水电资产整合平台》,首次覆盖远达环保给予增持评级。集团未上市水电资产多集中于黄河公司,其聚焦黄河上游资源的开发利用,目前总装机3462万千瓦,其中水电1314万千瓦,是此次交易完成后远达环保水电装机的2.24x,为公司未来装机增长奠定坚实基础。","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":"https://stock.stockstar.com/RB2025122300017091.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":["601881","600292"],"gpt_icon":0},{"id":"2593511924","title":"中国银河证券:监事会改革推动董事席位增加 继续看好银行板块配置价值","url":"https://stock-news.laohu8.com/highlight/detail?id=2593511924","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593511924?lang=zh_cn&edition=full","pubTime":"2025-12-23 08:29","pubTimestamp":1766449774,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中国银河证券发布研报称,监事改革推动上市银行董事会席位增加,权益法入账吸引险资配置,AMC等其他资金的引入也有助银行拓展业务合作和资本补充机遇。截至12月19日,A股上市银行中已有22家撤销监事会获监管核准,16家股东大会已审议通过,3家股东大会拟审议。参考公司章程,上市银行持股超3%的股东可提名董事,假设监事会改革为各上市银行释放1个董事席位,测算可吸引4562亿元资金配置A股银行板块。","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/1384708.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":["161121","BK0188","BK1147","161027","BK1564","BK0276","601881","06881"],"gpt_icon":0},{"id":"2593102350","title":"菲利华涨9.04%,中国银河一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2593102350","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593102350?lang=zh_cn&edition=full","pubTime":"2025-12-22 15:38","pubTimestamp":1766389124,"startTime":"0","endTime":"0","summary":"今日菲利华涨9.04%,收盘报97.24元。2025年10月25日,中国银河研究员李良,胡浩淼发布了对菲利华的研报《菲利华三季报点评:三季报增收更增利,拟定增加码电子布业务》,该研报对菲利华给出“买入”评级。证券之星数据中心根据近三年发布的研报数据计算,该研报作者对此股的盈利预测准确度为63.33%。此外,民生证券研究员尹会伟,孔厚融,东吴证券研究员苏立赞,许牧,高正泰近期也对该股发布了研报,同样给出“买入”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":"https://stock.stockstar.com/RB2025122200012878.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":["300395","601881"],"gpt_icon":0},{"id":"2593585102","title":"东山精密涨8.20%,中国银河一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2593585102","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593585102?lang=zh_cn&edition=full","pubTime":"2025-12-22 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15:36","pubTimestamp":1766388967,"startTime":"0","endTime":"0","summary":"今日银河99涨0.00%,收盘报0.0元。2025年11月5日,中国银河研究员赵良毕发布了对首钢股份的研报《降本成效显著,高端战略产品占比提升》,该研报对首钢股份给出“买入”评级。公司属国内钢铁板材龙头,战略化布局电工钢等高端化产品,响应行业智能化转型升级,中长期业绩修复可期,维持“推荐”评级。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为中国银河的赵良毕。","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":"https://stock.stockstar.com/RB2025122200012797.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":["601881","000959.SH"],"gpt_icon":0},{"id":"2593710912","title":"中国银河:首次覆盖宇晶股份给予买入评级,目标价56.5元","url":"https://stock-news.laohu8.com/highlight/detail?id=2593710912","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593710912?lang=zh_cn&edition=full","pubTime":"2025-12-22 14:15","pubTimestamp":1766384120,"startTime":"0","endTime":"0","summary":"中国银河证券股份有限公司高峰,鲁佩,王子路近期对宇晶股份进行研究并发布了研究报告《深耕切磨抛设备,看好公司底部反转》,首次覆盖宇晶股份给予买入评级,目标价56.5元。AI技术的迭代赋能,推动各类AI原生硬件从概念走向落地。最新盈利预测明细如下:该股最近90天内共有4家机构给出评级,买入评级2家,增持评级2家。","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":"https://stock.stockstar.com/RB2025122200011984.shtml","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":"stockstar","symbols":["601881","002943"],"gpt_icon":0}],"profile":{"ret":0,"serverTime":1767088335216,"stockEarnings":[{"period":"1week","weight":0.0051},{"period":"1month","weight":0.0013},{"period":"3month","weight":-0.0974},{"period":"6month","weight":-0.0435},{"period":"1year","weight":0.028},{"period":"ytd","weight":0.0652}],"compareEarnings":[{"period":"1week","weight":0.0122},{"period":"1month","weight":0.0197},{"period":"3month","weight":0.0212},{"period":"6month","weight":0.1478},{"period":"1year","weight":0.1662},{"period":"ytd","weight":0.183}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"中国银河证券股份有限公司","boardCode":"AI0067","boardName":"资本市场服务","stockholders":"124499人(较上一季度减少7.98%)","perCapita":"58180股","listingDate":"2017-01-23","address":"北京市丰台区西营街8号院1号楼7至18层101","registeredCapital":"1093440万元","survey":" 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