601901 方正证券
已收盘 03-13 15:00:00
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方正证券：能源危机持续演绎 煤炭供需刚性相较原油更大
智通财经 · 03-13 16:36
方正证券：能源危机持续演绎 煤炭供需刚性相较原油更大
方正证券：阿洛酮糖开启功能代糖新时代 有望进一步向大众消费市场拓展
智通财经 · 03-12 09:55
方正证券：阿洛酮糖开启功能代糖新时代 有望进一步向大众消费市场拓展
方正证券：首予鸣鸣很忙(01768)“推荐”评级 量贩零食龙头启航
智通财经 · 03-11
方正证券：首予鸣鸣很忙(01768)“推荐”评级 量贩零食龙头启航
方正证券：国内海外双重驱动 电力设备行业迎估值重塑
智通财经 · 03-10
方正证券：国内海外双重驱动 电力设备行业迎估值重塑
方正证券：中东尿素生产成本飙升 化肥板块有望迎来价格与估值共振
智通财经 · 03-09
方正证券：中东尿素生产成本飙升 化肥板块有望迎来价格与估值共振
方正证券：冷水机组需求旺盛 重视有卡位优势企业
智通财经 · 03-05
方正证券：冷水机组需求旺盛 重视有卡位优势企业
方正证券：煤炭供需偏弱的格局有望修正 煤价弹性强企业或率先迎来业绩反转
智通财经 · 03-04
方正证券：煤炭供需偏弱的格局有望修正 煤价弹性强企业或率先迎来业绩反转
中国信达减持方正证券再落空！三年六度减持计划，三次按兵不动……
券商中国 · 02-26
中国信达减持方正证券再落空！三年六度减持计划，三次按兵不动……
方正证券：定期寿险征收增值税或提价 1.25%预定利率分红险预热
智通财经 · 02-26
方正证券：定期寿险征收增值税或提价 1.25%预定利率分红险预热
方正证券（601901）披露股东减持计划实施结果公告，2月25日股价上涨0.13%
证券之星 · 02-25
方正证券（601901）披露股东减持计划实施结果公告，2月25日股价上涨0.13%
方正证券：景气度拐点已显 长期看好造船市场景气上行
智通财经 · 02-25
方正证券：景气度拐点已显 长期看好造船市场景气上行
方正证券：国补接续稳定市场预期 政策组合拳利好春节家电消费
智通财经 · 02-25
方正证券：国补接续稳定市场预期 政策组合拳利好春节家电消费
【券商聚焦】方正证券：AIDC行业仍将保持高景气
金吾财讯 · 02-25
【券商聚焦】方正证券：AIDC行业仍将保持高景气
方正证券：当下原油价格的驱动因素及历史走势复盘
智通财经 · 02-15
方正证券：当下原油价格的驱动因素及历史走势复盘
亚辉龙，信披违规遭立案前不久，方正证券还在使劲吹，结果却被打脸
市场资讯 · 02-14
亚辉龙，信披违规遭立案前不久，方正证券还在使劲吹，结果却被打脸
方正证券：Seedance 2.0革新视频生成 关注影视板块低位弹性机会
智通财经 · 02-10
方正证券：Seedance 2.0革新视频生成 关注影视板块低位弹性机会
理财经理泄露客户期货投资信息，客户起诉方正证券索赔案开庭
澎湃新闻 · 02-06
理财经理泄露客户期货投资信息，客户起诉方正证券索赔案开庭
安凯微：方正证券、博时基金等多家机构于1月30日调研我司
证券之星 · 02-02
安凯微：方正证券、博时基金等多家机构于1月30日调研我司
每周股票复盘：方正证券（601901）2025年净利预增75%至85%
证券之星 · 02-01
每周股票复盘：方正证券（601901）2025年净利预增75%至85%
方正证券（601901）披露2025年第三季度权益分派实施公告，1月30日股价下跌2.0%
证券之星 · 01-30
方正证券（601901）披露2025年第三季度权益分派实施公告，1月30日股价下跌2.0%
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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
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煤炭供需刚性相较原油更大","url":"https://stock-news.laohu8.com/highlight/detail?id=2619167568","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619167568?lang=zh_cn&edition=full","pubTime":"2026-03-13 16:36","pubTimestamp":1773390979,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，方正证券发布研报称，地缘政治往往会导致能源价格上涨，煤-油比均呈现出上涨趋势，主要因为各国大多有完善的原油储备，煤炭的主要职能是发电需求更为刚性，因此煤炭供需刚性相比原油而言更大。随着能源危机持续演绎，煤炭的替代需求增长，煤炭供需格局改善，煤价弹性较强的企业有望率先受益。","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/1413609.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":["BK0012","QMmain","BK4570","161032","BK4588","DUG","CLmain","601901","BK0188","DWT","XOP","BK0276","BK4585","MCLmain","BK0122","DDG","BZmain","BK0028","BK0183"],"gpt_icon":1},{"id":"2618190531","title":"方正证券：阿洛酮糖开启功能代糖新时代 有望进一步向大众消费市场拓展","url":"https://stock-news.laohu8.com/highlight/detail?id=2618190531","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618190531?lang=zh_cn&edition=full","pubTime":"2026-03-12 09:55","pubTimestamp":1773280506,"startTime":"0","endTime":"0","summary":"未来，随着生产工艺持续优化与产品价格逐步下探，阿洛酮糖有望进一步向大众消费市场拓展，打开更广阔的增长空间。中国于2025年7月正式批准D阿洛酮糖为新食品原料，2026年2月又批准核心酶制剂作为食品添加剂新品种，标志着国内合规体系全面打通，拥有14亿消费者的巨大市场正式开启。","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/1412919.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":["BK0183","BK0188","601901","BK0012","BK0028","BK0276","BK0122"],"gpt_icon":0},{"id":"2618899250","title":"方正证券：首予鸣鸣很忙(01768)“推荐”评级 量贩零食龙头启航","url":"https://stock-news.laohu8.com/highlight/detail?id=2618899250","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618899250?lang=zh_cn&edition=full","pubTime":"2026-03-11 11:10","pubTimestamp":1773198613,"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，给予鸣鸣很忙“推荐”评级。方正证券主要观点如下：零食量贩头部企业，快速拓店驱动高增长公司是国内领先的食品饮料零售商，采用量贩模式满足大众消费者对优质平价的零食需求。该行预计量贩零食店远期空间为86369家，截止25年底全国现有门店约5万家，仍有较大开店空间。此外公司积极发展自有品牌，随着自有品牌占比不断提升，净利率有望进一步提升。","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/1412499.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","01768"],"gpt_icon":0},{"id":"2618600177","title":"方正证券：国内海外双重驱动 电力设备行业迎估值重塑","url":"https://stock-news.laohu8.com/highlight/detail?id=2618600177","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618600177?lang=zh_cn&edition=full","pubTime":"2026-03-10 11:42","pubTimestamp":1773114123,"startTime":"0","endTime":"0","summary":"国内及海外增速上行带动电力设备行业正从周期板块估值向成长板块估值切换，建议关注：国内链：1)特高压;2)算电协同;3)电力市场化交易。方正证券主要观点如下：国内：“十五五”增速上行趋势明显，算电协同打开成长空间。多项政策明确电网建设重要地位、“十五五”国内电网资本开支增速上行。3)投资方向三：配电及电表设备。","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/1412022.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","BK0028","BK0183","BK0188","BK0012","601901","BK0122"],"gpt_icon":0},{"id":"2618646169","title":"方正证券：中东尿素生产成本飙升 化肥板块有望迎来价格与估值共振","url":"https://stock-news.laohu8.com/highlight/detail?id=2618646169","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618646169?lang=zh_cn&edition=full","pubTime":"2026-03-09 16:28","pubTimestamp":1773044891,"startTime":"0","endTime":"0","summary":"天然气价格飙升，进一步推高中东尿素生产成本3月2日卡塔尔能源旗下能源设施遭到袭击后宣布停产液化天然气，3日卡塔尔能源进一步宣布扩大停产范围，在此前暂停液化天然气及相关产品生产的基础上，全面停止卡塔尔境内尿素、甲醇、聚合物、铝等下游产品生产。由于中东尿素装置多为气头工艺，因此天然气价格飙升将进一步推高中东尿素生产成本，进而影响国际尿素价格。","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/1411600.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","BK0183","BK0028","BK0012","BK0122","601901","BK0188"],"gpt_icon":0},{"id":"2617594820","title":"方正证券：冷水机组需求旺盛 重视有卡位优势企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2617594820","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617594820?lang=zh_cn&edition=full","pubTime":"2026-03-05 11:33","pubTimestamp":1772681601,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，方正证券发布研报称，数据中心建设将伴随云厂资本支出持续增长，散热系统是数据中心重要组成部分，或将持续受益。重点标的公司①冰轮环境：借助顿汉布什切入数据中心领域，在冷水机组、核心压缩机及整体解决方案方面形成协同优势。公司短期内将直接受益于热泵出口业务提升，长期有望持续渗透当地数据中心市场。","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/1410330.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","BK0028","BK0012","BK0183","BK0122","BK0276"],"gpt_icon":0},{"id":"2616899302","title":"方正证券：煤炭供需偏弱的格局有望修正 煤价弹性强企业或率先迎来业绩反转","url":"https://stock-news.laohu8.com/highlight/detail?id=2616899302","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616899302?lang=zh_cn&edition=full","pubTime":"2026-03-04 10:29","pubTimestamp":1772591350,"startTime":"0","endTime":"0","summary":"随着供给端产能收紧的政策继续在2026年落实，同时煤炭需求随着用电需求增长而增加，该行认为煤价弹性较强的企业有望率先迎来业绩反转，如果煤价维持高位，低估值标的也有望迎来估值修复。该行认为美国煤炭内需走强或重塑全球煤炭贸易流，国内供需趋紧或引发美国煤炭出口量大幅缩减，其供需变化将对全球煤价产生显著支撑作用。","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/1409801.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":["BK0012","BK0122","BK0183","601901","BK0188","BK0028","161032","BK0276"],"gpt_icon":0},{"id":"2614944550","title":"中国信达减持方正证券再落空！三年六度减持计划，三次按兵不动……","url":"https://stock-news.laohu8.com/highlight/detail?id=2614944550","media":"券商中国","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614944550?lang=zh_cn&edition=full","pubTime":"2026-02-26 09:59","pubTimestamp":1772071140,"startTime":"0","endTime":"0","summary":"中国信达减持方正证券再落空！三年六度减持计划，三次按兵不动……","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":"http://mp.weixin.qq.com/s?__biz=MzA3NjM5MjIwOQ==&mid=2652256032&idx=2&sn=789524bf02e852b96c2b3e99db8e4e8e&chksm=851c8481852ba5edf1813649abec9733a9795e4f52f6e59c92542756a53aa834d3de20729c41&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":"weixin_highlight","symbols":["BK0188","BK0028","BK0012","BK1156","601901","01359","BK0122","BK0183","BK0276"],"gpt_icon":0},{"id":"2614061838","title":"方正证券：定期寿险征收增值税或提价 1.25%预定利率分红险预热","url":"https://stock-news.laohu8.com/highlight/detail?id=2614061838","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614061838?lang=zh_cn&edition=full","pubTime":"2026-02-26 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方正证券电力设备行业2026年策略指出，回顾2025年AIDC板块股价表现共经历五轮上涨行情，国内外厂商上调CAPEX预计、业绩超预期和行业及公司技术进展成为主要驱动因素。展望2026年，AIDC行业仍将保持高景气，一方面国内外头部互联网厂商纷纷公布2026年资本开支计划，海外厂商CAPEX指引普遍高于50%，另一方面维谛、西门子、Flunce等海外头部电力设备厂商业绩表现亮眼，AIDC行业高成长性或已反应在业绩端。而美国需求端因数据中心增长带来的用电量增长与供给端电力设备老旧现象严重的矛盾为国内电力设备出海厂商带来机会。","market":"sg","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":"1975434","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":["601901","BK0122","BK0276","BK0012","BK0188","BK0183","BK0028"],"gpt_icon":0},{"id":"2611414232","title":"方正证券：当下原油价格的驱动因素及历史走势复盘","url":"https://stock-news.laohu8.com/highlight/detail?id=2611414232","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611414232?lang=zh_cn&edition=full","pubTime":"2026-02-15 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