601901 方正证券
已收盘 04-30 15:00:00
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图解方正证券一季报:第一季度单季净利润同比增长24.35%
证券之星 · 04-29 18:55
图解方正证券一季报:第一季度单季净利润同比增长24.35%
方正证券(601901)3月31日股东户数19.94万户,较上期增加0.85%
证券之星 · 04-29 17:36
方正证券(601901)3月31日股东户数19.94万户,较上期增加0.85%
华致酒行:4月28日召开分析师会议,方正证券、华福证券等多家机构参与
证券之星 · 04-29 09:02
华致酒行:4月28日召开分析师会议,方正证券、华福证券等多家机构参与
【券商聚焦】方正证券维持云顶新耀(01952)“强烈推荐”评级 指RNA平台进一步验证
金吾财讯 · 04-28 11:09
【券商聚焦】方正证券维持云顶新耀(01952)“强烈推荐”评级 指RNA平台进一步验证
【券商聚焦】方正证券维持三生制药(01530)“强烈推荐”评级 指公司2025年业绩爆发
金吾财讯 · 04-27
【券商聚焦】方正证券维持三生制药(01530)“强烈推荐”评级 指公司2025年业绩爆发
方正证券:生猪量重齐升明显 销售均价走低
智通财经 · 04-27
方正证券:生猪量重齐升明显 销售均价走低
方正证券:分布式电厂成AI时代新基建 国产航改、船改、柴改燃迎出海良机
智通财经 · 04-27
方正证券:分布式电厂成AI时代新基建 国产航改、船改、柴改燃迎出海良机
方正证券:北京车展重点车型前瞻 高端化与技术升级共振
智通财经 · 04-23
方正证券:北京车展重点车型前瞻 高端化与技术升级共振
方正证券燕翔:似曾相识的“没有需求”
市场资讯 · 04-23
方正证券燕翔:似曾相识的“没有需求”
方正证券净利润市占率增速位列第三 自营业务规模复苏但收益率仍有待提升
新浪财经 · 04-21
方正证券净利润市占率增速位列第三 自营业务规模复苏但收益率仍有待提升
方正证券:25Q4聚氨酯价减拖累业绩 各企业持续优化资产组合
智通财经 · 04-20
方正证券:25Q4聚氨酯价减拖累业绩 各企业持续优化资产组合
方正证券:预计1Q26券商利润同比增超2成 持续看好板块投资机会
智通财经 · 04-16
方正证券:预计1Q26券商利润同比增超2成 持续看好板块投资机会
方正证券:AI音乐加速行业变革 具优势平台有望在重塑中占据先机
智通财经 · 04-14
方正证券:AI音乐加速行业变革 具优势平台有望在重塑中占据先机
郴电国际:方正证券投资者于4月2日调研我司
证券之星 · 04-09
郴电国际:方正证券投资者于4月2日调研我司
中科三环:方正证券、广发基金等多家机构于4月8日调研我司
中金财经 · 04-08
中科三环:方正证券、广发基金等多家机构于4月8日调研我司
方正证券:津巴布韦锂矿出口政策左右市场预期 关注二季度板块投资机会
智通财经 · 04-08
方正证券:津巴布韦锂矿出口政策左右市场预期 关注二季度板块投资机会
方正证券:25年券商板块利润高增、ROE提升 把握板块基本面持续改善的投资机会
智通财经 · 04-08
方正证券:25年券商板块利润高增、ROE提升 把握板块基本面持续改善的投资机会
方正证券:光模块需求爆发 驱动设备进入发展快车道
智通财经 · 04-07
方正证券:光模块需求爆发 驱动设备进入发展快车道
每周股票复盘:方正证券(601901)2025年归母净利润增79.85%
证券之星 · 04-05
每周股票复盘:方正证券(601901)2025年归母净利润增79.85%
图解方正证券年报:第四季度单季净利润同比下降29.41%
证券之星 · 03-31
图解方正证券年报:第四季度单季净利润同比下降29.41%
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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。公司的主要产品是证券经纪、期货经纪、两融、投资顾问、资产配置、金融产品销售、财富保值增值规划、股票质押、期权经纪、交易系统、产品代销、资本引荐、场外衍生品、投研服务、期货IB、固定收益类证券投资、权益类证券投资、FOF投资及另类股权投资、金融市场的销售交易、大宗经纪、交易所买卖基金及衍生品、私募股权基金管理、公募基金管理、证券公司资产管理、期货资产管理业务、股权及债券融资、并购重组、财务顾问、新三板推荐挂牌、专业化研究咨询服务、证券产品及服务。
发行价格:
3.90
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2026-05-06。","floatMarketCap":59106000000},"requestUrl":"/m/hq/s/601901","defaultTab":"news","newsList":[{"id":"2631977175","title":"图解方正证券一季报:第一季度单季净利润同比增长24.35%","url":"https://stock-news.laohu8.com/highlight/detail?id=2631977175","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631977175?lang=zh_cn&edition=full","pubTime":"2026-04-29 18:55","pubTimestamp":1777460147,"startTime":"0","endTime":"0","summary":"证券之星消息,方正证券2026年一季报显示,一季度公司主营收入34.0亿元,同比上升14.7%;归母净利润14.86亿元,同比上升24.35%;扣非净利润14.58亿元,同比上升22.86%;负债率82.68%,投资收益-3697.15万元。财报数据概要请见下图:以上内容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":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026042900059498.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":["601901"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631259576","title":"方正证券(601901)3月31日股东户数19.94万户,较上期增加0.85%","url":"https://stock-news.laohu8.com/highlight/detail?id=2631259576","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631259576?lang=zh_cn&edition=full","pubTime":"2026-04-29 17:36","pubTimestamp":1777455406,"startTime":"0","endTime":"0","summary":"证券之星消息,近日方正证券披露,截至2026年3月31日公司股东户数为19.94万户,较2月28日增加1672.0户,增幅为0.85%。在证券行业个股中,方正证券股东户数高于行业平均水平,截至3月31日,证券行业平均股东户数为16.62万户。从股价来看,2026年2月28日至2026年3月31日,方正证券区间跌幅为11.59%,在此期间股东户数增加1672.0户,增幅为0.85%。","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/RB2026042900054825.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":["BK0012","BK0276","601901","BK0183","BK0122","BK0028","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631555606","title":"华致酒行:4月28日召开分析师会议,方正证券、华福证券等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2631555606","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631555606?lang=zh_cn&edition=full","pubTime":"2026-04-29 09:02","pubTimestamp":1777424539,"startTime":"0","endTime":"0","summary":"证券之星消息,2026年4月28日华致酒行发布公告称公司于2026年4月28日召开分析师会议,方正证券王泽华、华福证券杨良俊、开源证券黄泽鹏、长城证券袁紫馨、国元证券朱宇昊、其他20家机构、浙商证券张潇倩、中信证券蒋祎、中信建投张家祯、华源证券张东雪、国泰海通胡慧铭、中金证券祝美学、民生证券王言海、华鑫证券孙山山参与。","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/RB2026042900028134.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":["BK0250","BK0012","BK0276","BK0028","BK0183","BK0188","BK0122","300755","601901","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630932874","title":"【券商聚焦】方正证券维持云顶新耀(01952)“强烈推荐”评级 指RNA平台进一步验证","url":"https://stock-news.laohu8.com/highlight/detail?id=2630932874","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630932874?lang=zh_cn&edition=full","pubTime":"2026-04-28 11:09","pubTimestamp":1777345757,"startTime":"0","endTime":"0","summary":"金吾财讯 | 方正证券发布研报指,云顶新耀 在AACR大会发布mRNA肿瘤疫苗EVM16首次人体数据,RNA平台进一步验证。商业化成果显著,2025年公司实现收入17.07亿元人民币,大幅增长141.51%。截至2025年12月31日,公司现金储备达27.31亿元人民币。盈利预测方面,方正证券预计2026-2028年公司销售收入分别为39.56/54.52/71.41亿元人民币,同比增长131.78%/37.83%/30.98%;归母净利润分别为2.53/6.65/11.47亿元人民币,维持“强烈推荐”评级。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1980112","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":["01952","601901","RNA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630361468","title":"【券商聚焦】方正证券维持三生制药(01530)“强烈推荐”评级 指公司2025年业绩爆发","url":"https://stock-news.laohu8.com/highlight/detail?id=2630361468","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630361468?lang=zh_cn&edition=full","pubTime":"2026-04-27 17:12","pubTimestamp":1777281134,"startTime":"0","endTime":"0","summary":"金吾财讯 | 方正证券发布研报指,三生制药 预计将在2026年美国临床肿瘤学会大会发布两项核心临床数据:更新SSGJ-707单药治疗非小细胞肺癌的快速口头报告,以及SSGJ-707联合化疗一线治疗子宫内膜癌的壁报摘要。公司2025年业绩爆发,实现营业收入176.96亿元,同比增长94.3%,主要源于与辉瑞就PD-1/VEGF双抗707达成授权交易确认许可收入94.26亿元,占比总收入的53.2%。净利润达84.82亿元,同比增幅305.78%。生物药销售降至80.06亿元,同比下降10.3%,主要受集采降价影响。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1980016","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01530","601901"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630350787","title":"方正证券:生猪量重齐升明显 销售均价走低","url":"https://stock-news.laohu8.com/highlight/detail?id=2630350787","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630350787?lang=zh_cn&edition=full","pubTime":"2026-04-27 15:10","pubTimestamp":1777273821,"startTime":"0","endTime":"0","summary":"由于牧原股份出栏量占比较大,剔除其影响后,剩余13家重点猪企三月出栏量同比+5.4%。出栏体重该行测算,重点猪企三月生猪出栏均重环比上升4.3%。该行认为3月低迷猪价是供需两方面共同作用,供应端猪企3月出栏同比上升明显,供应压力大;需求端春节后恰逢需求淡季,供强需弱下3月猪价走低。","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/1434306.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","601901","BK0188","BK0122","BK0028","BK0276","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2630356223","title":"方正证券:分布式电厂成AI时代新基建 国产航改、船改、柴改燃迎出海良机","url":"https://stock-news.laohu8.com/highlight/detail?id=2630356223","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2630356223?lang=zh_cn&edition=full","pubTime":"2026-04-27 11:21","pubTimestamp":1777260106,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,方正证券发布研报称,天然气发电几乎是唯一能在规模、稳定性和部署速度上同时满足AI需求的选择,包括燃气轮机、往复式内燃机和SOFC。我国航发集团的“太行”系列和“QD系列”航改燃机有望迎来出海契机。典型代表为中船703所的CGT系列,全面对标国际一流燃机。国内厂商一方面有望完成小缸径机在分布式电站及数据中心备用电源的份额替代,另一方面也有望在大缸径、高功率中速机领域持续突破,打开长期出海空间。","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/1434227.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","BK0012","BK0188","BK0028","AIPO","BK0276","CHAT","ARTY","AGIX","BK0183","601901"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629900554","title":"方正证券:北京车展重点车型前瞻 高端化与技术升级共振","url":"https://stock-news.laohu8.com/highlight/detail?id=2629900554","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629900554?lang=zh_cn&edition=full","pubTime":"2026-04-23 11:21","pubTimestamp":1776914479,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,方正证券发布研报称,北京车展开幕在即,政策催化与新车周期共振,有望开启板块修复行情。方正证券主要观点如下:事件2026年4月24日,第十九届北京国际汽车展览会将在中国国际展览中心及首都国际会展中心开幕。本届北京车展于4月24日至5月3日举行,共计吸引2000+中外知名企业参展商,展出面积超38万平方米,观众预计达90万人次。重磅新车集中亮相。","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/1432471.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","601901","BK0028","BK0276","BK0012","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629077814","title":"方正证券燕翔:似曾相识的“没有需求”","url":"https://stock-news.laohu8.com/highlight/detail?id=2629077814","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629077814?lang=zh_cn&edition=full","pubTime":"2026-04-23 08:49","pubTimestamp":1776905340,"startTime":"0","endTime":"0","summary":" 方正证券首席经济学家燕翔认为本轮PPI上行过程中,国内需求仍有望启动,上市公司盈利将从估值驱动转向业绩驱动,债市需警惕低利率风险。当前情形与2016年高度相似,彼时市场因“没有需求”判断而看空,却错过了随后的利率上行与企业盈利大幅增长周期。 市场的分歧主要是如果下游没有需求,上游的价格上涨能否传导至中下游。 这种“没有需求”的宏观场景预期与资产价格表现,与十年前2016年时非常相似。","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/2026-04-23/doc-inhvmvzk8801909.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":["BK0276","BK0028","BK0122","BK0012","BK0183","601901","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629086959","title":"方正证券净利润市占率增速位列第三 自营业务规模复苏但收益率仍有待提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2629086959","media":"新浪财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629086959?lang=zh_cn&edition=full","pubTime":"2026-04-21 16:16","pubTimestamp":1776759360,"startTime":"0","endTime":"0","summary":"时间进入4月,各家券商纷纷交出2025年业绩单。据SAC数据,全行业150家证券公司2025年度实现营业收入5411.71亿元,较2020年增长20.67%,全行业实现净利润2194.39亿元,较2020年增长39.30%,券商业整体取得丰硕成果。 截至4月21日,已有29家券商发布年报,若按照近五年净利润市占率变化情况进行排序,则正数前三名分别为国泰海通、中信证券、方正证券,倒数前三名分别为兴业证券、中金公司、中信建投。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/observe/2026-04-21/doc-inhvfytf0148562.shtml","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":"sina","symbols":["601901"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2628712966","title":"方正证券:25Q4聚氨酯价减拖累业绩 各企业持续优化资产组合","url":"https://stock-news.laohu8.com/highlight/detail?id=2628712966","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2628712966?lang=zh_cn&edition=full","pubTime":"2026-04-20 14:50","pubTimestamp":1776667830,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,方正证券发布研报称,海外聚氨酯企业25Q4量价齐跌,盈利普遍承压。资产处置方面,巴斯夫出售巴西装饰漆业务,涂料业务剥离预计26Q2完成,农业解决方案分拆筹备中,此外各家企业持续推进成本削减。陶氏预计26Q1经营性EBITDA约7.5亿美元,环比基本持平,计划内检修及股权收益下降将部分抵消季节性需求回升及成本节约的正面影响。","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/1430583.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","BK0183","BK0276","BK0028","BK0122","BK0188","601901"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627267287","title":"方正证券:预计1Q26券商利润同比增超2成 持续看好板块投资机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2627267287","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627267287?lang=zh_cn&edition=full","pubTime":"2026-04-16 15:15","pubTimestamp":1776323733,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,方正证券发布研报称,把握板块基本面持续改善下的投资机会。1Q26市场交易额及两融余额维持高增,板块基本面继续改善。方正证券主要观点如下:经纪与两融业务:1Q26市场交投活跃度进一步提升,预计券商经纪、两融业务高增1)成交量:1Q26市场日均股基成交额达3.15万亿元/yoy+77.3%/qoq+28.4%。预计板块1Q26经纪/净利息业务收入分别同比+32%/+110%。总的来看,该行预计上市券商1Q26E投资收入yoy+11%。","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/1429307.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","BK0012","BK0028","601901","BK0122","BK0183","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2627418174","title":"方正证券:AI音乐加速行业变革 具优势平台有望在重塑中占据先机","url":"https://stock-news.laohu8.com/highlight/detail?id=2627418174","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2627418174?lang=zh_cn&edition=full","pubTime":"2026-04-14 15:13","pubTimestamp":1776150790,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,方正证券发布研报称,AI音乐短期内对市场规模影响有限,但正在加速行业变革。具备分发能力、算法优势及生态延展能力的平台,如Spotify、腾讯音乐-SW有望在重塑中占据先机。方正证券主要观点如下:AI音乐正从内容生产与分发两个层面,逐步重塑音乐行业与市场格局当前全球录制音乐市场仍平稳运行,AI尚未对市场规模产生负面冲击,但对行业内部创作秩序、版权价值分配及平台竞争逻辑已形成明显干扰。","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/1428211.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":["LU0251143458.SGD","601901","01698","AIPO","BK0183","BK1128","SG9999001093.SGD","BK0122","BK0188","IE0032431581.USD","LU0278937759.USD","AGIX","LU0048575426.USD","BK1615","CHAT","LU0231459107.USD","09899","LU0261950470.USD","BK0028","BK0276","BK0012","IE0009570106.USD","ARTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626897422","title":"郴电国际:方正证券投资者于4月2日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2626897422","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2626897422?lang=zh_cn&edition=full","pubTime":"2026-04-09 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20:04","pubTimestamp":1775649881,"startTime":"0","endTime":"0","summary":"证券之星消息,2026年4月8日中科三环发布公告称方正证券熊宇航、广发基金陈少平、工银安盛赵博容于2026年4月8日调研我司。 中科三环主营业务:稀土永磁和新型磁性材料及其应用产品的研究开发、生产和销售。","market":"hk","thumbnail":" http://caiji.3g.cnfol.com/colect/202604/08/20260408393649.png","type":0,"news_type":0,"thumbnails":[" http://caiji.3g.cnfol.com/colect/202604/08/20260408393649.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushiyaowen/20260408/32131820.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":"zhongjincaijing_highlight","symbols":["601901","BK0028","BK0012","BK0076","BK0214","BK0276","BK0122","BK0188","BK0084","000970","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625699965","title":"方正证券:津巴布韦锂矿出口政策左右市场预期 关注二季度板块投资机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2625699965","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625699965?lang=zh_cn&edition=full","pubTime":"2026-04-08 11:17","pubTimestamp":1775618225,"startTime":"0","endTime":"0","summary":"2026年3月以来,津巴布韦政府禁止锂精矿出口已超过1个月,本次政府公告标志着津巴布韦锂精矿恢复出口进入博弈期。解禁先决条件繁多津巴布韦政府提出的解除出口禁令的11项先决条件中涵盖选矿设施、硫酸锂工厂建设;锂精矿出口税;锂精矿出口配额以及设计企业经营管理、信息发布等多项要求。但考虑到国内本就处于低位的锂盐库存状态,若津巴布韦锂精矿出口恢复时间晚于预期,则在二季度对锂供给的冲击仍将体现。","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/1425760.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":["601901","BK0188","BK0028","LIT","BK0276","BK4588","BK0012","BK4585","BK0122","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625099322","title":"方正证券:25年券商板块利润高增、ROE提升 把握板块基本面持续改善的投资机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2625099322","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625099322?lang=zh_cn&edition=full","pubTime":"2026-04-08 09:37","pubTimestamp":1775612247,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,方正证券发布研报称,25年券商板块利润高增、ROE提升;1Q26市场交易额及两融余额维持高增,板块基本面继续改善。方正证券主要观点如下:一、业绩概览:券商板块2025年利润同比增4成,全业务线改善2025年券商板块合计主营收入yoy+32%,净利润yoy+46%;4Q25单季主营收入yoy+4%,净利润yoy+10%。2)资本金业务收入yoy+30%/占比53%,其中投资收益yoy+25%;净利息收入yoy+49%。管理费用率下降;风控指标改善。期末股票质押资产yoy+9%,占信用类资产比重下降2.2pct至7.6%。","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/1425715.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":["BK0122","601901","BK0183","BK0188","BK0276","ROE","BK0012","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625989756","title":"方正证券:光模块需求爆发 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11:11","pubTimestamp":1775531485,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,方正证券发布研报称,在AIDC和云计算带动下,高速光模块尤其是800G及以上的光模块发展迅速。过去光模块以多批次、小批量生产为特点,随着AI需求爆发,自动化组装设备也随之需求增加。该行预计随着光模块需求的爆发,将会带动自动化设备进入放量的元年。800G光模块研发开始于2020-2021年,目前具备批量生产能力。预计25年市场规模为60.5亿元,到2029年光模块设备总体市场规模将达到101.6亿元。是光模块封测设备中价值占比最高的设备。","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/1425370.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","BK0012","601901","BK0276","BK0122","BK0183","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625151746","title":"每周股票复盘:方正证券(601901)2025年归母净利润增79.85%","url":"https://stock-news.laohu8.com/highlight/detail?id=2625151746","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625151746?lang=zh_cn&edition=full","pubTime":"2026-04-05 01:19","pubTimestamp":1775323148,"startTime":"0","endTime":"0","summary":"截至2026年4月3日收盘,方正证券报收于6.89元,较上周的6.92元下跌0.43%。本周,方正证券4月3日盘中最高价报7.04元。方正证券当前最新总市值567.19亿元,在证券板块市值排名14/50,在两市A股市值排名326/5193。本周关注点来自业绩披露要点:方正证券2025年归母净利润39.7亿元,同比上升79.85%。股本股东变化股东户数变动截至2026年2月28日,方正证券股东户数为19.77万户,较2025年12月31日增加4639.0户,增幅2.4%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026040500000135.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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623328963","title":"图解方正证券年报:第四季度单季净利润同比下降29.41%","url":"https://stock-news.laohu8.com/highlight/detail?id=2623328963","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623328963?lang=zh_cn&edition=full","pubTime":"2026-03-31 01:36","pubTimestamp":1774892163,"startTime":"0","endTime":"0","summary":"证券之星消息,方正证券2025年年报显示,当年度公司主营收入105.04亿元,同比上升36.08%;归母净利润39.7亿元,同比上升79.85%;扣非净利润36.05亿元,同比上升29.1%;其中2025年第四季度,公司单季度主营收入14.22亿元,同比下降37.81%;单季度归母净利润1.71亿元,同比下降29.41%;单季度扣非净利润-1.72亿元,同比下降119.88%;负债率81.16%,投资收益14.98亿元。财报数据概要请见下图:以上内容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":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026033100003981.shtml","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":"stockstar","symbols":["601901"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"ret":0,"serverTime":1777565287924,"stockEarnings":[{"period":"1week","weight":0.0171},{"period":"1month","weight":0.0377},{"period":"3month","weight":-0.1074},{"period":"6month","weight":-0.1301},{"period":"1year","weight":-0.009},{"period":"ytd","weight":-0.0822}],"compareEarnings":[{"period":"1week","weight":0.0003},{"period":"1month","weight":0.047},{"period":"3month","weight":-0.0121},{"period":"6month","weight":0.0386},{"period":"1year","weight":0.2498},{"period":"ytd","weight":0.0349}],"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":"199399人(较上一季度增加0.85%)","perCapita":"41284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":" 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