601901 方正证券
已收盘 01-09 15:00:00
资讯
新帖
简况
方正证券：首次覆盖遇见小面(02408)给予“推荐”评级 直营+特许经营相结合灵活扩张
智通财经 · 01-09 15:52
方正证券：首次覆盖遇见小面(02408)给予“推荐”评级 直营+特许经营相结合灵活扩张
方正证券：原奶价格周期向上 板块配置价值愈显
智通财经 · 01-09 09:53
方正证券：原奶价格周期向上 板块配置价值愈显
振江股份：1月5日接受媒体采访，长城证券、方正证券等多家机构参与
证券之星 · 01-08 17:35
振江股份：1月5日接受媒体采访，长城证券、方正证券等多家机构参与
方正证券：场景需求始终是核心逻辑 AI眼镜或成为智能核心入口
智通财经 · 01-05
方正证券：场景需求始终是核心逻辑 AI眼镜或成为智能核心入口
方正证券：港股市场将迎风险偏好修复 建议关注高景气新兴产业补涨机会
智通财经 · 01-03
方正证券：港股市场将迎风险偏好修复 建议关注高景气新兴产业补涨机会
每周股票复盘：方正证券（601901）拟每股派现0.01元
证券之星 · 2025-12-28
每周股票复盘：方正证券（601901）拟每股派现0.01元
方正证券被出具警示函，涉信息披露不准确等
蓝鲸财经 · 2025-12-27
方正证券被出具警示函，涉信息披露不准确等
方正证券：人民币汇率走强 造纸板块有望受益
智通财经 · 2025-12-26
方正证券：人民币汇率走强 造纸板块有望受益
方正证券：新质生产力成主要发展方向之一 “十五五”开启新兴产业高增期
智通财经 · 2025-12-26
方正证券：新质生产力成主要发展方向之一 “十五五”开启新兴产业高增期
方正证券：26年汽车板块依然具备结构性投资机遇 重点看好新兴科技板块
智通财经 · 2025-12-26
方正证券：26年汽车板块依然具备结构性投资机遇 重点看好新兴科技板块
方正证券：储能海内外共振带来需求高景气 光伏反内卷推进利好供给变革
智通财经 · 2025-12-25
方正证券：储能海内外共振带来需求高景气 光伏反内卷推进利好供给变革
方正证券：首予首程控股(00697)“推荐”评级 机器人业务多面开花
智通财经 · 2025-12-25
方正证券：首予首程控股(00697)“推荐”评级 机器人业务多面开花
方正证券：电力行业β偏弱 寻觅结构性α
智通财经 · 2025-12-25
方正证券：电力行业β偏弱 寻觅结构性α
深圳华强：12月24日接受机构调研，方正证券、诺安基金等多家机构参与
证券之星 · 2025-12-24
深圳华强：12月24日接受机构调研，方正证券、诺安基金等多家机构参与
金盾股份最新公告：股东高新投拟减持不超1%股份方正证券拟减持不超3%股份
中金财经 · 2025-12-24
金盾股份最新公告：股东高新投拟减持不超1%股份方正证券拟减持不超3%股份
方正证券：关注2026年白酒企业目标制定 其他烈酒有望出现行业性机会
智通财经 · 2025-12-23
方正证券：关注2026年白酒企业目标制定 其他烈酒有望出现行业性机会
方正证券：基本面修复同资金面积极共振 看好2026银行板块实现戴维斯双击
智通财经 · 2025-12-22
方正证券：基本面修复同资金面积极共振 看好2026银行板块实现戴维斯双击
方正证券：如何理解日本央行年内再次加息?
智通财经网 · 2025-12-20
方正证券：如何理解日本央行年内再次加息?
翔港科技：方正证券、光大证券等多家机构于12月17日调研我司
证券之星 · 2025-12-18
翔港科技：方正证券、光大证券等多家机构于12月17日调研我司
方正证券：首予中国金茂(00817)“推荐”评级 三亚酒店分拆为资产证券化准备
智通财经 · 2025-12-18
方正证券：首予中国金茂(00817)“推荐”评级 三亚酒店分拆为资产证券化准备
加载更多
公司概况
公司名称：
方正证券股份有限公司
所属行业：
资本市场服务
上市日期：
2011-08-10
主营业务：
方正证券股份有限公司的主营业务是财富管理、投资与交易、资产管理、投资银行、研究服务等相关金融服务业务。公司的主要产品是财富管理、投资与交易、资产管理、投资银行、研究服务。
发行价格：
3.90
{"stockData":{"symbol":"601901","market":"SH","secType":"STK","nameCN":"方正证券","latestPrice":7.92,"timestamp":1767942000000,"preClose":7.89,"halted":0,"volume":81601193,"delay":0,"changeRate":0.0038,"floatShares":8231999999,"shares":8231999999,"eps":0.491,"marketStatus":"已收盘","change":0.03,"latestTime":"01-09 15:00:00","open":7.89,"high":7.95,"low":7.86,"amount":645000000,"amplitude":0.0114,"askPrice":7.92,"askSize":5576,"bidPrice":7.91,"bidSize":2130,"shortable":0,"etf":0,"ttmEps":0.491,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1768181400000},"marketStatusCode":5,"adr":0,"adjPreClose":7.89,"symbolType":"stock","openAndCloseTimeList":[[1767922200000,1767929400000],[1767934800000,1767942000000]],"highLimit":8.68,"lowLimit":7.1,"ibTradeSell":false,"ibTradeBuySell":true,"totalEquity":8232101395,"isCdr":false,"pbRate":1.29,"roa":"--","peRate":16.130346,"roe":"7.67%","epsLYR":0.27,"committee":-0.315964,"marketValue":65198000000,"turnoverRate":0.0099,"status":0,"nextConnectDate":"根据港交所公布的数据，今日已停止北向交易，下一个交易日为北京时间 2026-01-12。","floatMarketCap":65198000000},"requestUrl":"/m/hq/s/601901","defaultTab":"news","newsList":[{"id":"2602238613","title":"方正证券：首次覆盖遇见小面(02408)给予“推荐”评级 直营+特许经营相结合灵活扩张","url":"https://stock-news.laohu8.com/highlight/detail?id=2602238613","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602238613?lang=zh_cn&edition=full","pubTime":"2026-01-09 15:52","pubTimestamp":1767945148,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，方正证券发布研报称，遇见小面为川渝风味面馆龙头，菜品以川渝风味为主、主打性价比，短期关注公司同店修复及门店扩张节奏，中长期看，公司在国内外市场仍有较大开店空间。方正证券主要观点如下：川渝风味面馆第一品牌，直营+特许经营相结合灵活扩张公司是以重庆小面系列为主打的中式餐饮连锁品牌，目前公司产品已扩展到各种辣与不辣的菜品，涵盖面条、米饭、小吃和饮料。","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/1390870.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":["601901","02408"],"gpt_icon":1},{"id":"2602310174","title":"方正证券：原奶价格周期向上 板块配置价值愈显","url":"https://stock-news.laohu8.com/highlight/detail?id=2602310174","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602310174?lang=zh_cn&edition=full","pubTime":"2026-01-09 09:53","pubTimestamp":1767923584,"startTime":"0","endTime":"0","summary":"乳品板块或随原奶向上周期迎新一轮戴维斯双击时刻大量乳企自持或参控股上游规模化牧场，在增强对奶源供应稳定和品质保障把控的同时，与上游构建起了利益共享、风险共担的产业联结机制，这一机制下乳企的整体经营业绩与原奶周期同步性提升。展望后市，随着新一轮原奶价格向上周期到来，乳品企业的经营业绩有望随之改善，基本面向上带动估值回升，乳品板块及重点企业或将迎来新一轮戴维斯双击时刻。","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/1390733.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":["BK0188","BK0122","BK0028","BK0012","601901","BK0183","BK0276"],"gpt_icon":0},{"id":"2601357397","title":"振江股份：1月5日接受媒体采访，长城证券、方正证券等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2601357397","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601357397?lang=zh_cn&edition=full","pubTime":"2026-01-08 17:35","pubTimestamp":1767864933,"startTime":"0","endTime":"0","summary":"今年2月份对方会开始审厂，今年小批量供货，明年大批量。本月西门子、GE和VESTS等大客户会来南通审厂，审厂完成后开始小批量生产。该股最近90天内共有1家机构给出评级，买入评级1家；过去90天内机构目标均价为34.84。","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/RB2026010800028206.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","BK0224","002939","BK0012","BK0183","BK0122","BK0028","601901","BK0188","603507"],"gpt_icon":0},{"id":"2601400676","title":"方正证券：场景需求始终是核心逻辑 AI眼镜或成为智能核心入口","url":"https://stock-news.laohu8.com/highlight/detail?id=2601400676","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601400676?lang=zh_cn&edition=full","pubTime":"2026-01-05 15:52","pubTimestamp":1767599565,"startTime":"0","endTime":"0","summary":"未来，随着技术的持续演进，AI眼镜的设计更需深度洞察不同场景的细分痛点，通过硬件创新、软件适配与生态联动的深度融合，让产品在更多场景中实现“无感融入、精准赋能”，最终成为覆盖用户全生活链路的智能核心入口。方正证券主要观点如下：事件2025年12月3日，理想汽车发布AI眼镜Livis，以汽车域场景为切入点，全国统一零售价1999元起，可享受15%的国家补贴。未来，AI或作为核心中枢，为设备协同提供“主动决策”能力。","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/1388603.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":["BK0122","BK0188","BK0183","BK0276","BK0012","601901","BK0028"],"gpt_icon":0},{"id":"2600015281","title":"方正证券：港股市场将迎风险偏好修复 建议关注高景气新兴产业补涨机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2600015281","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2600015281?lang=zh_cn&edition=full","pubTime":"2026-01-03 20:31","pubTimestamp":1767443507,"startTime":"0","endTime":"0","summary":"建议关注恒生科技为代表的高景气新兴产业补涨机会。近期中美贸易冲突再度缓和，有利于提振市场风险偏好。另外港股对全球流动性改善、美元走弱及风险偏好修复具备较好响应。美联储12月降息并重启扩表带来全球流动性宽松，港股有望充分受益于外资回流与风险偏好修复。","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/1388297.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":["BK0188","BK0122","BK0276","601901","BK0183","BK0012","BK0028"],"gpt_icon":0},{"id":"2594089241","title":"每周股票复盘：方正证券（601901）拟每股派现0.01元","url":"https://stock-news.laohu8.com/highlight/detail?id=2594089241","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594089241?lang=zh_cn&edition=full","pubTime":"2025-12-28 02:06","pubTimestamp":1766858774,"startTime":"0","endTime":"0","summary":"截至2025年12月26日收盘，方正证券报收于7.87元，较上周的7.81元上涨0.77%。本周，方正证券12月26日盘中最高价报7.92元。本周关注点公司公告汇总：方正证券拟每股派发现金红利0.01元（含税）。公司公告汇总方正证券股份有限公司董事会于2025年12月25日审议通过2025年第三季度利润分配方案。截至2025年9月30日，公司总股本为8,232,101,395股，合计拟派发现金红利82,321,013.95元（含税）。若股权登记日前总股本发生变动，将维持分配总额不变，调整每股分配金额。","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/RB2025122800000367.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":["BK0276","BK0122","BK0028","BK0012","BK0188","BK0183","601901"],"gpt_icon":0},{"id":"2594922297","title":"方正证券被出具警示函，涉信息披露不准确等","url":"https://stock-news.laohu8.com/highlight/detail?id=2594922297","media":"蓝鲸财经","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594922297?lang=zh_cn&edition=full","pubTime":"2025-12-27 00:31","pubTimestamp":1766766715,"startTime":"0","endTime":"0","summary":"蓝鲸新闻12月27日讯，近日，江苏证监局发布行政监管措施决定书，剑指方正证券承销保荐有限责任公司、袁鸿飞、杨日盛。决定书显示，方正证券承销保荐有限责任公司作为江苏京源环保股份有限公司2022年可转债持续督导保荐机构，在履行持续督导职责过程中未尽到勤勉尽职义务，未发现京源环保存在违规使用募集资金支付非募投项目费用、募集资金信息披露不准确等问题。上述行为违反了《证券发行上市保荐业务管理办法》的规定，保荐代表人袁鸿飞、杨日盛应当对上述违规行为承担主要责任。针对以上问题，江苏证监局决定对方正证券和袁鸿飞、杨日盛采取出具警示函的行政监管措施，并记入证券期货市场诚信档案。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1766740106104753753","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK0276","BK0122","BK0028","BK0012","BK0188","BK0183","601901"],"gpt_icon":0},{"id":"2594261613","title":"方正证券：人民币汇率走强 造纸板块有望受益","url":"https://stock-news.laohu8.com/highlight/detail?id=2594261613","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594261613?lang=zh_cn&edition=full","pubTime":"2025-12-26 14:41","pubTimestamp":1766731279,"startTime":"0","endTime":"0","summary":"方正证券主要观点如下：事件截至2025年12月25日收盘，申万造纸行业指数收涨3.68%，单日涨幅位居申万二级行业指数第三位。人民币升值，浆纸系企业成本端有望更为受益2025年12月25日，离岸人民币对美元盘中升破7.0关口，为2024年9月以来首次;在岸人民币对美元收盘报7.0066，较上一交易日上涨95个基点。中国造纸行业进口浆依赖度约60%，11月中旬以来，人民币升值加速，进口浆采购成本有望优化。","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/1385994.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","MCNHmain","601901","UCmain","CYB","BK0028","CNHmain","BK0012","BK0122","BK0188","MUCmain","BK0183"],"gpt_icon":0},{"id":"2594268061","title":"方正证券：新质生产力成主要发展方向之一 “十五五”开启新兴产业高增期","url":"https://stock-news.laohu8.com/highlight/detail?id=2594268061","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594268061?lang=zh_cn&edition=full","pubTime":"2025-12-26 10:36","pubTimestamp":1766716569,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，方正证券发布研报称，十五五规划中新质生产力将成为主要发展方向之一，相应有望得到完善的发展规划目标及支持，推动相应产业高速发展。展望十五五时期，商业航天、人工智能、核聚变、具身智能、量子、脑机等兼具科技及新质生产力的新兴&未来产业蓄势待发，有望得到完善的发展规划目标及实质性资金支持，推动相应产业高速发展。","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/1385960.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","BK0122","BK0276","601901","BK0183","BK0012","BK0028"],"gpt_icon":0},{"id":"2594425016","title":"方正证券：26年汽车板块依然具备结构性投资机遇 重点看好新兴科技板块","url":"https://stock-news.laohu8.com/highlight/detail?id=2594425016","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594425016?lang=zh_cn&edition=full","pubTime":"2025-12-26 09:34","pubTimestamp":1766712868,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，方正证券发布研报称，2026年，在汽车行业补贴进一步退坡的整体环境下，该行认为汽车板块依然具备结构性投资机遇：传统整车与零部件出海依然有望成为支撑销量和业绩的重要利润抓手，同时该行重点看好新兴科技板块包括自动驾驶、AI算力、机器人带来的第二/第三成长曲线。商用车2025年商用车市场显著回暖，重卡销量预计突破110万辆，客车延续上行。","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/1385944.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","BK0012","BK0028","BK0188","601901","BK0183","BK0122"],"gpt_icon":0},{"id":"2594286195","title":"方正证券：储能海内外共振带来需求高景气 光伏反内卷推进利好供给变革","url":"https://stock-news.laohu8.com/highlight/detail?id=2594286195","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594286195?lang=zh_cn&edition=full","pubTime":"2025-12-25 09:52","pubTimestamp":1766627532,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，方正证券发布研报称，储能装机需求持续释放，招标规模创新高。海外方面，美国AIDC催生需求，欧洲大储需求高速增长，新兴市场需求持续增长，中国逆变器对这些地区的出口逐年攀升。方正证券主要观点如下：储能：国内商业模式跑通，国外景气度高升国内：地方政府密集出台储能容量补偿政策，储能商业模式逐步完善。","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/1385751.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":["601901","BK0012","BK0122","BK0028","BK0183","BK0276","BK0188"],"gpt_icon":0},{"id":"2594865502","title":"方正证券：首予首程控股(00697)“推荐”评级 机器人业务多面开花","url":"https://stock-news.laohu8.com/highlight/detail?id=2594865502","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594865502?lang=zh_cn&edition=full","pubTime":"2025-12-25 09:42","pubTimestamp":1766626948,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，方正证券发布研报称，首程控股依靠“资产运营+融通”模式多点发力。首程控股2025-2027年PE估值低于可比公司均值，具备估值优势。首次覆盖，给予“推荐”评级。2025年7月18日，浙江证监局披露杭州宇树科技股份有限公司已进入上市辅导阶段，辅导周期安排在2025年7月至12月。未来一年，首程控股计划在全国逐步开设20家“陶朱新造局”门店。","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/1385749.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":["00697","601901"],"gpt_icon":0},{"id":"2594285777","title":"方正证券：电力行业β偏弱 寻觅结构性α","url":"https://stock-news.laohu8.com/highlight/detail?id=2594285777","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594285777?lang=zh_cn&edition=full","pubTime":"2025-12-25 09:33","pubTimestamp":1766626433,"startTime":"0","endTime":"0","summary":"方正证券主要观点如下：火电：煤稳价托，聚焦区域与成长α2025年多地长协电价承压下行已获高层关注，随着广东等多地出台批零价差约束等政策组合拳以遏制非理性竞争，以及2026年起容量电价补偿比例普遍上调，电价单边下行的最大利空正逐步出清。核电市场化电价下行压制了营收增速，且广东等地政策调整与新机组增值税优惠退坡带来结构性影响，不过长期审批提速与技术突破夯实了成长空间。","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/1385745.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","BK0028","601901","BK0012","BK0122","BK0276","BK0183"],"gpt_icon":0},{"id":"2593269470","title":"深圳华强：12月24日接受机构调研，方正证券、诺安基金等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2593269470","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593269470?lang=zh_cn&edition=full","pubTime":"2025-12-24 22:31","pubTimestamp":1766586677,"startTime":"0","endTime":"0","summary":"证券之星消息，2025年12月24日深圳华强发布公告称公司于2025年12月24日接受机构调研，方正证券金晶、诺安基金赵森、前海人寿丁超凡、兴业基金牟方晓参与。深圳华强主营业务：面向电子信息产业链的现代高端服务业,为产业链上的各环节提供销售、采购、产品、技术、信息、仓储、物流和数智赋能等综合服务。融资融券数据显示该股近3个月融资净流出9578.27万，融资余额减少；融券净流出251.94万，融券余额减少。","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/RB2025122400041028.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":["601901","000062","BK0028","BK0137","BK0188","BK0250","BK0172","BK0276","BK0183","BK0012","BK0185","BK0122"],"gpt_icon":0},{"id":"2593376471","title":"金盾股份最新公告：股东高新投拟减持不超1%股份方正证券拟减持不超3%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2593376471","media":"中金财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593376471?lang=zh_cn&edition=full","pubTime":"2025-12-24 19:28","pubTimestamp":1766575688,"startTime":"0","endTime":"0","summary":"金盾股份(300411.SZ)公告称，特定股东高新投计划以集中竞价方式减持公司股份不超过406.52万股(占总股本1%)，减持期间为公告之日起3个交易日后的三个月内(即2025年12月30日至2026年3月27日)，减持原因为公司资金需求；方正证券计划通过大宗交易和集中竞价合计减持不超过1219.56万股(占总股本3%)，其中集中竞价减持不超过406.52万股(1%)，大宗交易减持不超过813.04万股(2%)，减持期间相同，减持原因为实际资金方资金需求。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":"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://sc.stock.cnfol.com/gushiyaowen/20251224/31889339.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":"zhongjincaijing_highlight","symbols":["BK0012","BK0183","BK0037","BK0276","BK0077","BK0028","BK0002","300411","BK0188","BK0259","BK0122","601901"],"gpt_icon":0},{"id":"2593095463","title":"方正证券：关注2026年白酒企业目标制定 其他烈酒有望出现行业性机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2593095463","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593095463?lang=zh_cn&edition=full","pubTime":"2025-12-23 11:49","pubTimestamp":1766461781,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，方正证券发布研报称，自25年5月以来多重政策催化下白酒板块加速出清，预计2026年Q1各酒企将持续去库存，基本面向下延续，后续关注财报风险释放后26年企业目标的制定。当前时点来看，定调稳定发展成为行业共识，基本面磨底、财报出清，政策托底下板块估值修复先行，风险释放后关注26年企业目标制定&需求改善情况。该行认为，25Q4及26Q1预计延续财报端风险释放趋势，基本面处磨底阶段，品牌间分化加剧。","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/1384801.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":["601901","BK0188","BK0122","BK0276","BK0183","BK0028","BK0012"],"gpt_icon":0},{"id":"2593108899","title":"方正证券：基本面修复同资金面积极共振 看好2026银行板块实现戴维斯双击","url":"https://stock-news.laohu8.com/highlight/detail?id=2593108899","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593108899?lang=zh_cn&edition=full","pubTime":"2025-12-22 11:10","pubTimestamp":1766373004,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，方正证券发布研报称，一方面上市银行2026年营收、利润表现有望改善，将支撑板块低估值、高股息的优势进一步凸显;另一方面，随监管持续指引中长期资金入市，险资等机构也有望持续加大银行板块配置规模，板块有望实现业绩、估值双升。建议关注：1)稳健高股息标的;2)板块核心资产;3)优质城商行;3)高风险资产压降尾声，零售业务逐步企稳的。","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/1384260.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":["BK0122","BK0188","BK0183","BK0276","BK0012","601901","BK0028","161121"],"gpt_icon":0},{"id":"2592115844","title":"方正证券：如何理解日本央行年内再次加息?","url":"https://stock-news.laohu8.com/highlight/detail?id=2592115844","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592115844?lang=zh_cn&edition=full","pubTime":"2025-12-20 07:49","pubTimestamp":1766188149,"startTime":"0","endTime":"0","summary":"本次加息25bp符合市场普遍预期，投资者更关注未来政策指引。利率决议公布前，市场已充分消化加息25bp的预期，不过对于2026年日本加息时点或幅度仍有分歧。","market":"sh","thumbnail":"https://img.zhitongcaijing.com/image/20251220/20251220075010_34741.png?x-oss-process=image/format,jpg/quality,q_60","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20251220/20251220075010_34741.png?x-oss-process=image/format,jpg/quality,q_60"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"54307730a71c725dc0d3f3212ee59914","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1384050.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":["BK0012","BK0183","TLTW","TMF","US3Y.BOND","BK0276","US10Y.BOND","US30Y.BOND","BK0028","US2Y.BOND","BK0188","US12M.BOND","US7Y.BOND","US6M.BOND","US5Y.BOND","BK0122","601901"],"gpt_icon":1},{"id":"2592828974","title":"翔港科技：方正证券、光大证券等多家机构于12月17日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2592828974","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592828974?lang=zh_cn&edition=full","pubTime":"2025-12-18 17:52","pubTimestamp":1766051543,"startTime":"0","endTime":"0","summary":"证券之星消息，2025年12月18日翔港科技发布公告称方正证券、光大证券、永禧宝莱特私募基金管理有限公司、中金财富浙江分公司、杭州潮汕商会、中金盛(深圳)国际投资控股有限公司、投资者于2025年12月17日调研我司。翔港科技主营业务：公司主要从事彩盒、标签等相关包装印刷产品的研发、生产和销售。","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/RB2025121800027394.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":["06178","BK0012","BK0188","BK0122","BK1147","BK0028","601901","BK0263","BK0276","601788","BK1564","603499","BK0183"],"gpt_icon":0},{"id":"2592092821","title":"方正证券：首予中国金茂(00817)“推荐”评级 三亚酒店分拆为资产证券化准备","url":"https://stock-news.laohu8.com/highlight/detail?id=2592092821","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592092821?lang=zh_cn&edition=full","pubTime":"2025-12-18 10:01","pubTimestamp":1766023309,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，方正证券发布研报称，首次覆盖，给予中国金茂“推荐”评级，中国金茂背靠母公司中国中化，融资成本具备央企优势，随着公司在一线和核心二线城市获取的项目越来越多，凭借“金玉满堂”的产品力公司或将在销售端逐渐发力。REITs市场扩容，公司置出三亚丽思卡尔顿为证券化铺路2025年11月21日，公司发布公告，将以22.65亿元底价挂牌三亚丽思卡尔顿酒店，目的是资产证券化。","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/1382933.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":["00817","601901"],"gpt_icon":0}],"profile":{"ret":0,"serverTime":1767998237671,"stockEarnings":[{"period":"1week","weight":0.0154},{"period":"1month","weight":0.0115},{"period":"3month","weight":-0.0269},{"period":"6month","weight":-0.0104},{"period":"1year","weight":0.0464},{"period":"ytd","weight":0.0154}],"compareEarnings":[{"period":"1week","weight":0.0382},{"period":"1month","weight":0.0564},{"period":"3month","weight":0.0573},{"period":"6month","weight":0.1739},{"period":"1year","weight":0.2831},{"period":"ytd","weight":0.0382}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"方正证券股份有限公司","boardCode":"AI0067","boardName":"资本市场服务","stockholders":"195284人(较上一季度增加0.57%)","perCapita":"42154股","listingDate":"2011-08-10","address":"湖南省长沙市天心区湘江中路二段36号华远华中心4、5号楼3701-3717","registeredCapital":"823210万元","survey":" 方正证券股份有限公司的主营业务是财富管理、投资与交易、资产管理、投资银行、研究服务等相关金融服务业务。公司的主要产品是财富管理、投资与交易、资产管理、投资银行、研究服务。","listedPrice":3.9},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"方正证券(601901)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供方正证券(601901)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"方正证券,601901,方正证券股票,方正证券股票老虎,方正证券股票老虎国际,方正证券行情,方正证券股票行情,方正证券股价,方正证券股市,方正证券股票价格,方正证券股票交易,方正证券股票购买,方正证券股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"方正证券(601901)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供方正证券(601901)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}