601688 华泰证券
已收盘 03-17 15:00:00
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【券商聚焦】华泰证券:生猪产能去化有望再迎加速
金吾财讯 · 09:02
【券商聚焦】华泰证券:生猪产能去化有望再迎加速
【券商聚焦】华泰证券:看好2026年在AI赋能与产品创新下 科技消费板块的投资机会及家电企业估值重估机遇
金吾财讯 · 08:59
【券商聚焦】华泰证券:看好2026年在AI赋能与产品创新下 科技消费板块的投资机会及家电企业估值重估机遇
【券商聚焦】华泰证券:2026年开年经济活动显示开局良好
金吾财讯 · 08:49
【券商聚焦】华泰证券:2026年开年经济活动显示开局良好
华泰证券(601688)披露间接全资子公司境外中期票据发行及担保事项,3月16日股价下跌0.87%
证券之星 · 03-16 17:12
华泰证券(601688)披露间接全资子公司境外中期票据发行及担保事项,3月16日股价下跌0.87%
【券商聚焦】华泰证券A股策略:现阶段宏微观能见度偏低 建议投资者降低仓位
金吾财讯 · 03-16 08:57
【券商聚焦】华泰证券A股策略:现阶段宏微观能见度偏低 建议投资者降低仓位
每周股票复盘:华泰证券(601688)境外发行三笔中期票据
证券之星 · 03-15 02:03
每周股票复盘:华泰证券(601688)境外发行三笔中期票据
【券商聚焦】华泰证券:重视“十五五”管网改造投资机遇
金吾财讯 · 03-13
【券商聚焦】华泰证券:重视“十五五”管网改造投资机遇
【券商聚焦】华泰证券:部分国际美妆龙头大陆区持续回暖
金吾财讯 · 03-13
【券商聚焦】华泰证券:部分国际美妆龙头大陆区持续回暖
美信科技:华泰证券投资者于3月12日调研我司
证券之星 · 03-12
美信科技:华泰证券投资者于3月12日调研我司
【券商聚焦】华泰证券:2030年全球绿氢需求有望达830万吨,国内绿氢近15倍增长空间
金吾财讯 · 03-12
【券商聚焦】华泰证券:2030年全球绿氢需求有望达830万吨,国内绿氢近15倍增长空间
【券商聚焦】华泰证券:看好钢铁行业景气程度的改善
金吾财讯 · 03-11
【券商聚焦】华泰证券:看好钢铁行业景气程度的改善
【券商聚焦】华泰证券:中东地缘冲击下,对有色金属影响分化
金吾财讯 · 03-11
【券商聚焦】华泰证券:中东地缘冲击下,对有色金属影响分化
香飘飘:3月4日接受机构调研,华泰证券、融通基金参与
证券之星 · 03-10
香飘飘:3月4日接受机构调研,华泰证券、融通基金参与
沃尔德:3月3日接受机构调研,华泰证券、东方证券等多家机构参与
证券之星 · 03-10
沃尔德:3月3日接受机构调研,华泰证券、东方证券等多家机构参与
【券商聚焦】华泰证券:香港住宅淡季不淡 商业延续结构复苏
金吾财讯 · 03-10
【券商聚焦】华泰证券:香港住宅淡季不淡 商业延续结构复苏
【券商聚焦】华泰证券:中东动荡令空运成本冲击明显 但中欧航线或迎良机
金吾财讯 · 03-10
【券商聚焦】华泰证券:中东动荡令空运成本冲击明显 但中欧航线或迎良机
【券商聚焦】华泰证券:短期推升海运运价 中长期全球贸易线路或重塑 运输成本抬升
金吾财讯 · 03-10
【券商聚焦】华泰证券:短期推升海运运价 中长期全球贸易线路或重塑 运输成本抬升
【券商聚焦】华泰证券:美以伊冲突下油价高涨或将推升电价
金吾财讯 · 03-10
【券商聚焦】华泰证券:美以伊冲突下油价高涨或将推升电价
恒力石化跌9.78% 华泰证券上周五刚发研报喊增持
中金财经 · 03-09
恒力石化跌9.78% 华泰证券上周五刚发研报喊增持
【券商聚焦】华泰证券:港股未来半月至一月内更可能呈现震荡格局
金吾财讯 · 03-09
【券商聚焦】华泰证券:港股未来半月至一月内更可能呈现震荡格局
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公司概况
公司名称:
华泰证券股份有限公司
所属行业:
资本市场服务
上市日期:
2010-02-26
主营业务:
华泰证券股份有限公司的主营业务是证券承销与保荐业务(国债、非金融企业债务融资工具、金融债券承销业务除外);与证券交易、证券投资活动有关的财务顾问;中国证监会批准的其他业务。公司的主要产品是财富管理业务、机构服务业务、投资管理业务、国际业务。报告期内,标准普尔对本集团及子公司华泰国际的长期发行人评级维持“BBB+”,展望稳定,为中资券商最高水平。公司的MSCIESG评级自2021年起始终保持国内证券公司最高评级,并在2024年从AA级升至AAA级,实现两年连续进阶,达到全球投资银行业最高评级。
发行价格:
20.00
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科技消费板块的投资机会及家电企业估值重估机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2620151764","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620151764?lang=zh_cn&edition=full","pubTime":"2026-03-17 08:59","pubTimestamp":1773709155,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示,3月12日-15日,2026年中国家电及消费电子博览会(AWE2026)在上海举办,作为家电行业的年度风向标,本次展会主题为“AI科技·慧享未来”。该机构通过实地调研走访展厅,发现今年参展的中国家电企业不再拘泥于卷吸力、续航等产品参数,及单纯的产品陈列,而是更注重空间表达和生态融合,此外AI已从“可选配置”转变为家电产业创新的“必答题”,机器人也正走出炫技式表演,迈向切实承担家庭服务与劳动的真实场景。该机构认为本届AWE是AI和机器人应用在C端落地的重要观察窗口,看好2026年在AI赋能与产品创新下,科技消费板块的投资机会及家电企业估值重估机遇。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976604","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":["LU1328615791.USD","BK4588","LU0871576103.HKD","LU1064130708.USD","BK0028","LU2148510915.USD","LU1580142542.USD","BK0188","LU1064131003.USD","LU0164865239.USD","LU0039217434.USD","LU0531971595.HKD","BK4585","XLP","LU1808992512.USD","LU1979443071.USD","BK0183","LU1781817850.SGD","BK0012","LU1934453819.USD","BK0276","601688"],"gpt_icon":0},{"id":"2620741541","title":"【券商聚焦】华泰证券:2026年开年经济活动显示开局良好","url":"https://stock-news.laohu8.com/highlight/detail?id=2620741541","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620741541?lang=zh_cn&edition=full","pubTime":"2026-03-17 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17:12","pubTimestamp":1773652334,"startTime":"0","endTime":"0","summary":"截至2026年3月16日收盘,华泰证券报收于19.48元,较前一交易日下跌0.87%,最新总市值为1758.43亿元。近日,华泰证券股份有限公司发布《关于间接全资子公司根据中期票据计划进行发行并由全资子公司提供担保的公告》。公告显示,其间接全资子公司华泰国际财务有限公司在境外中期票据计划下发行三笔中期票据,金额分别为1.70亿港币、0.23亿美元及0.50亿美元,由全资子公司华泰国际提供担保。","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/RB2026031600023204.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":["LU1064130708.USD","BK0183","LU1781817850.SGD","LU1328615791.USD","LU1580142542.USD","LU0871576103.HKD","BK0012","LU0039217434.USD","601688","LU1979443071.USD","LU0164865239.USD","LU0531971595.HKD","BK0276","LU2148510915.USD","LU1064131003.USD","LU1808992512.USD","BK0028","BK0188","LU1934453819.USD"],"gpt_icon":0},{"id":"2619484141","title":"【券商聚焦】华泰证券A股策略:现阶段宏微观能见度偏低 建议投资者降低仓位","url":"https://stock-news.laohu8.com/highlight/detail?id=2619484141","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619484141?lang=zh_cn&edition=full","pubTime":"2026-03-16 08:57","pubTimestamp":1773622676,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示,上周,A股缩量震荡。从市场交易结构以及资金行为看,风险偏好整体降温,地缘与油价上行风险仍是市场定价的核心矛盾。展望看,宏观上,短期风险尚未完全释放,全球滞胀担忧升温,国内广义流动性充裕,但进出口和通胀数据改善的持续性待验证。微观上,全球投资者对AI颠覆性影响的担忧仍存,A股全年最重要的财报季将至,AI链与资源品是观察重点。现阶段,宏微观能见度偏低,该机构建议投资者降低仓位,灵活应对。配置上,在电力链(电池、传统能源及运营商)和必需消费品中挖掘α。此外,估值压力逐步消化、短期有催化的算力链上游硬件中,可逢低吸筹高风险收益比的龙头。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976488","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":["BK0183","BK0012","159982","LU1328615791.USD","LU1808992512.USD","LU1064131003.USD","BK0276","LU0531971595.HKD","LU0871576103.HKD","LU1781817850.SGD","601688","LU1580142542.USD","BK0188","LU2148510915.USD","BK0028","LU1934453819.USD","399300","LU1064130708.USD","LU1979443071.USD","LU0039217434.USD","LU0164865239.USD"],"gpt_icon":0},{"id":"2619206671","title":"每周股票复盘:华泰证券(601688)境外发行三笔中期票据","url":"https://stock-news.laohu8.com/highlight/detail?id=2619206671","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619206671?lang=zh_cn&edition=full","pubTime":"2026-03-15 02:03","pubTimestamp":1773511391,"startTime":"0","endTime":"0","summary":"截至2026年3月13日收盘,华泰证券报收于19.65元,较上周的20.37元下跌3.53%。本周,华泰证券3月9日盘中最高价报20.04元。本周关注点公司公告汇总:华泰证券间接全资子公司发行三笔中期票据,总额0.95亿美元。公司公告汇总华泰证券股份有限公司公告其间接全资子公司华泰国际财务有限公司在境外中期票据计划下发行三笔中期票据,金额分别为1.70亿港币、0.23亿美元及0.50亿美元,由全资子公司华泰国际提供担保。","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/RB2026031500000471.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":["BK0276","LU0164865239.USD","BK0188","LU1934453819.USD","LU0531971595.HKD","LU2148510915.USD","BK0183","LU0871576103.HKD","LU1580142542.USD","BK0028","BK0012","LU1979443071.USD","LU1064130708.USD","LU1781817850.SGD","601688","LU1808992512.USD","LU1064131003.USD","LU1328615791.USD","LU0039217434.USD"],"gpt_icon":0},{"id":"2619542251","title":"【券商聚焦】华泰证券:重视“十五五”管网改造投资机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2619542251","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619542251?lang=zh_cn&edition=full","pubTime":"2026-03-13 09:03","pubTimestamp":1773363839,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示,展望“十五五”,该机构认为需求由“增量”转“存量”逻辑不仅适用于房屋装修领域,同样适用于基础设施建设投资。截至“十四五”末,我国常住人口城镇化率已达67.9%,存量建筑物规模日益庞大,城市发展或将从“大拆大建”的增量时代转向“存量提质”的新阶段。2024年以来,政策多次强调“重视推进城市更新工作”,而近年极端天气频发,洪涝灾害频出背景下,该机构认为管网改造大有可为,或是“十五五”重点投资抓手之一,建议关注相关链条及个股的投资机遇,关注工程管材、防水辅材、管网检测运维赛道。","market":"fut","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":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976417","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":null,"symbols":["LU1064130708.USD","BK0183","LU1781817850.SGD","LU1328615791.USD","LU1580142542.USD","LU0871576103.HKD","BK0012","LU0039217434.USD","601688","LU1979443071.USD","LU0164865239.USD","LU0531971595.HKD","BK0276","LU2148510915.USD","LU1064131003.USD","LU1808992512.USD","BK0028","BK0188","LU1934453819.USD"],"gpt_icon":0},{"id":"2619115474","title":"【券商聚焦】华泰证券:部分国际美妆龙头大陆区持续回暖","url":"https://stock-news.laohu8.com/highlight/detail?id=2619115474","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619115474?lang=zh_cn&edition=full","pubTime":"2026-03-13 09:03","pubTimestamp":1773363782,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示,海外美妆/奢侈品/消费龙头25年全年及25Q4业绩陆续披露。欧莱雅管理层表示,随着中国股市行情向好,中国消费者对奢侈品牌及医学美妆领域的高端产品购买意愿有所恢复;管理层亦称今年年初以来中国消费者对高端产品的购买信心回暖,且这一趋势没有改变,中国大陆整体势头向好。该机构认为中国大陆高端消费回暖态势有望继续。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/MjAwMmJhMzhlMzU2ODgyNzA0NzY4MTcyNA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MjAwMmJhMzhlMzU2ODgyNzA0NzY4MTcyNA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976416","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":null,"symbols":["LU0164865239.USD","LU1580142542.USD","LU0531971595.HKD","LU0455707207.USD","601688","LU0871576103.HKD","LU2242644610.SGD","LU0502904849.HKD","SG9999004311.SGD","02145","LU1934453819.USD","02367","LU2148510915.USD","LU1328615791.USD","BK1207","LU2488822045.USD","BK1215","BK0183","BK0188","LU1064130708.USD","01830","LU1808992512.USD","BK0276","BK0028","LU1979443071.USD","LU1064131003.USD","LU1781817850.SGD","BK1593","LU0039217434.USD","BK0012"],"gpt_icon":0},{"id":"2618365881","title":"美信科技:华泰证券投资者于3月12日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2618365881","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618365881?lang=zh_cn&edition=full","pubTime":"2026-03-12 19:00","pubTimestamp":1773313251,"startTime":"0","endTime":"0","summary":"证券之星消息,2026年3月12日美信科技发布公告称华泰证券王心怡于2026年3月12日调研我司。公司凭借精益化管理构建起成本优势,毛利率高于行业平均水平。美信科技主营业务:磁性元器件产品的研发与制造。融资融券数据显示该股近3个月融资净流出1318.05万,融资余额减少;融券净流入21.4万,融券余额增加。","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/RB2026031200031936.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":["BK0028","LU1328615791.USD","LU1064131003.USD","LU0039217434.USD","601688","LU1934453819.USD","BK0183","BK0188","BK0012","LU2148510915.USD","LU1580142542.USD","BK0276","LU1808992512.USD","301577","LU0531971595.HKD","LU0871576103.HKD","BK0214","LU1979443071.USD","LU1781817850.SGD","LU0164865239.USD","LU1064130708.USD"],"gpt_icon":0},{"id":"2618908398","title":"【券商聚焦】华泰证券:2030年全球绿氢需求有望达830万吨,国内绿氢近15倍增长空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2618908398","media":"金吾财讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618908398?lang=zh_cn&edition=full","pubTime":"2026-03-12 09:10","pubTimestamp":1773277825,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示,十五五国内非电减排从0到1、欧洲船舶航空减排从1到10均意味着氢能需求的非线性增长,2030年全球绿氢需求剑指830万吨。该机构预计2030年国内绿氢需求达506万吨,相比24年32万吨增长近15倍,其中氢基重卡、氢冶金、氢化工、氢供热/用电对应100、138、182、86万吨。外需来看,2026年全球碳排管控持续加码。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976343","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0214875030.USD","LU1979443071.USD","LU2242644610.SGD","02727","01072","LU2148510915.USD","02688","BK0276","03899","LU1048596156.SGD","LU0417516902.SGD","LU0823426308.USD","LU0326950275.SGD","LU1580142542.USD","LU0181495838.USD","BK1594","03996","LU0463099449.HKD","LU0244354667.USD","LU2097828557.USD","IE00BVYPNQ40.USD","BK1205","LU1282651048.USD","01193","LU1515016050.SGD","00187","601688","BK1148","LU0287142896.SGD","LU0737861699.HKD","LU0449509016.USD","LU1064131003.USD","LU1808992512.USD","BK1562","LU1831875114.USD","LU0054450605.USD","LU0823426480.USD","LU0348735423.USD","LU0359201885.HKD","BK1528","LU1023057109.AUD","LU1328615791.USD","00386","LU0417516738.SGD","BK1566","SG9999004220.SGD","BK1221","LU0039217434.USD","IE0008368742.USD","LU0877626530.USD"],"gpt_icon":0},{"id":"2618899370","title":"【券商聚焦】华泰证券:看好钢铁行业景气程度的改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2618899370","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618899370?lang=zh_cn&edition=full","pubTime":"2026-03-11 08:52","pubTimestamp":1773190323,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券认为,全球钢铁行业2025-2030供需格局持续改善,2029年或转为短缺。全球钢铁行业景气度或进入持续上升期,国内建议关注显著受益的头部钢企、碳素等投资主线机遇。该机构看好钢铁行业景气程度的改善,关注头部钢企与电炉渗透率提升带来的重要机遇。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976258","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":["BK1594","BK1505","LU1781817850.SGD","LU0164865239.USD","LU1580142542.USD","LU0531971595.HKD","01029","BK0276","HK0000500386.USD","LU2148510915.USD","LU1934453819.USD","BK0188","03788","LU1328615791.USD","BK0012","LU0039217434.USD","LU1064131003.USD","00347","LU1808992512.USD","01053","00323","00893","BK0183","HK0000252160.HKD","LU0871576103.HKD","LU1979443071.USD","HK0000252152.HKD","601688","BK1225","LU1064130708.USD","00581","BK1568","BK0028"],"gpt_icon":0},{"id":"2618993210","title":"【券商聚焦】华泰证券:中东地缘冲击下,对有色金属影响分化","url":"https://stock-news.laohu8.com/highlight/detail?id=2618993210","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618993210?lang=zh_cn&edition=full","pubTime":"2026-03-11 08:46","pubTimestamp":1773189961,"startTime":"0","endTime":"0","summary":"该地缘事件对有色的“困”体现在滞胀风险引发需求下行的担忧,而“扰”则体现在供给和能源成本的扰动;黄金和铝或将受益。中东电解铝产能占全球约9%,地缘扰动将导致26年供给增速放缓、供需缺口扩大进而推动铝价上行。锂行业,能源价格高企短期或压制欧洲新能源车与中东储能等下游需求,中长期则或受益新能源与储能提速。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976257","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":null,"symbols":["LU0345780281.USD","LU0405327148.USD","BK1190","LU2213484517.USD","LU0531971595.HKD","LU0106252389.USD","BK1594","LU1188198961.HKD","LU0173614495.USD","BK1116","LU0264606111.USD","LU0266512127.USD","LU1719994722.HKD","BK1513","LU2097828714.EUR","LU1023057109.AUD","SG9999002950.SGD","LU0417516902.SGD","LU2097828805.USD","LU0588546209.SGD","LU0359201885.HKD","BK1206","SG9999003461.SGD","LU0061477393.USD","LU0164865239.USD","BK1544","LU0164939612.USD","BK1568","LU1880383366.USD","LU0620787316.HKD","LU1251922891.USD","LU1880383440.USD","LU0082770016.SGD","HK0000306701.USD","LU0348825331.USD","LU0737861699.HKD","LU1808992512.USD","LU2399975544.HKD","LU0211977185.USD","LU0821914370.USD","LU1481107354.HKD","LU0307460666.USD","LU1781817850.SGD","BK0028","LU0737861772.HKD","LU1242518931.SGD","LU0828237940.HKD","LU1064130708.USD","LU0164880469.USD","LU0823431647.USD","LU0886674414.USD","LU1934453819.USD","LU0266512473.USD","LU3063872942.SGD","LU0048580855.USD","LU1224709979.USD","LU0096374516.USD","LU0043850808.USD","LU0702159699.USD","LU1303224171.USD","LU0359202008.SGD","HK0000306685.HKD","LU2039709279.SGD","LU1064131342.USD","LU1831875114.USD","LU0228659784.USD","LU0287142896.SGD","LU0431992006.USD","LU0329678170.USD","LU0326950275.SGD","HK0000320223.HKD","BK0183","LU2264538146.SGD","LU2097828557.USD","LU0823431563.USD","BK1592","SG9999006597.SGD","LU0828237510.HKD","601688","BK1509","LU0540923850.HKD","LU0868486357.SGD","LU1242518857.USD","LU0871576103.HKD","BK1148","06886","LU0039217434.USD","LU0140636845.USD","LU0215049551.USD","LU0327786744.USD","LU0950373646.USD","BK1129","BK0188","LU0370786039.SGD","LU0463099449.HKD","LU0572944931.SGD","LU1048596156.SGD","HK0001040168.HKD","LU1988902786.USD","LU1064131003.USD","SG9999004311.SGD","LU1328615791.USD","BK1175","LU0359201612.USD","LU1580142542.USD","LU0456854461.SGD","LU1166156734.SGD","LU0244354667.USD","LU0572940350.SGD","LU2148510915.USD","LU0345780521.USD","LU0165289439.USD","LU0405327494.USD","LU0329678337.USD","LU0572939691.SGD","LU0348827113.USD","SG9999004220.SGD","LU1770034418.SGD","BK0276","LU1769817096.USD","LU1794554557.SGD","LU0149721374.USD","LU0561508036.HKD","LU1504937902.USD","LU1961090484.USD","LU1720050803.USD","LU0082770016.USD","BK1505","BK1198","LU0634319403.HKD","LU0469268626.HKD","SG9999002463.SGD","LU0181495838.USD","LU0979878070.USD","LU2097828631.EUR","LU1769817179.HKD","LU0049853897.USD","BK1500","IE0032431581.USD","SG9999014674.SGD","SG9999001093.SGD","LU2097828474.EUR","BK0012","HK0000320264.USD","LU1979443071.USD","LU0328353924.USD","LU0417516738.SGD","LU0348735423.USD"],"gpt_icon":0},{"id":"2618934192","title":"香飘飘:3月4日接受机构调研,华泰证券、融通基金参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2618934192","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618934192?lang=zh_cn&edition=full","pubTime":"2026-03-10 19:01","pubTimestamp":1773140484,"startTime":"0","endTime":"0","summary":"证券之星消息,2026年3月10日香飘飘发布公告称公司于2026年3月4日接受机构调研,华泰证券、融通基金参与。第四季度,公司营收同比下降幅度相比前三季度实现较明显收窄。从2025年的运行情况来看,当前的团队部署较为符合公司的现状,“稳中求进”有序发展。香飘飘主营业务:饮料相关产品的研发、生产和销售。该股最近90天内共有2家机构给出评级,买入评级1家,增持评级1家。","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/RB2026031000031293.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":["LU0531971595.HKD","LU0039217434.USD","LU1580142542.USD","LU1781817850.SGD","LU1934453819.USD","LU1328615791.USD","LU0871576103.HKD","LU1064131003.USD","601688","603711","BK0215","BK0183","BK0276","LU1808992512.USD","BK0028","LU0164865239.USD","LU1064130708.USD","LU1979443071.USD","LU2148510915.USD","BK0188","BK0012"],"gpt_icon":0},{"id":"2618360799","title":"沃尔德:3月3日接受机构调研,华泰证券、东方证券等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2618360799","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618360799?lang=zh_cn&edition=full","pubTime":"2026-03-10 18:01","pubTimestamp":1773136880,"startTime":"0","endTime":"0","summary":"受刀具行业竞争持续加剧、部分原材料价格持续上涨、固定资产折旧增加、部分期间费用有所增加等影响,综合导致公司净利润略有下滑。新兴行业层面,人形机器人、低空经济等新兴行业的关键零部件加工,超硬刀具具有较强优势。沃尔德主营业务:超高精密和高精密超硬刀具及超硬材料制品的研发、生产和销售业务。该股最近90天内共有1家机构给出评级,增持评级1家。","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/RB2026031000029397.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":["LU1808992512.USD","LU0039217434.USD","BK0259","LU1064130708.USD","601688","BK0012","LU1580142542.USD","LU0871576103.HKD","LU1979443071.USD","BK0188","LU0164865239.USD","03958","LU0531971595.HKD","BK1564","600958","LU1064131003.USD","LU1781817850.SGD","BK0028","LU2148510915.USD","LU1328615791.USD","LU1934453819.USD","BK0251","688028","BK0183","BK1147","BK0276"],"gpt_icon":0},{"id":"2618609934","title":"【券商聚焦】华泰证券:香港住宅淡季不淡 商业延续结构复苏","url":"https://stock-news.laohu8.com/highlight/detail?id=2618609934","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618609934?lang=zh_cn&edition=full","pubTime":"2026-03-10 09:05","pubTimestamp":1773104706,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示,年初至今香港房地产市场延续复苏趋势:住宅量价表现“淡季不淡”,金融流动性延续改善;商业地产租金同比降幅收窄,高端零售、中环写字楼经营表现优于其它业态/区域。受中东局势升温影响,短期来看导致香港流动性宽松预期受阻,为房地产市场复苏带来一定不确定性;但长期来看,中东变局有望强化香港对于全球避险和多元化配置资金的吸引力,尤其中东资本对于大中华区域的配置意愿本就较为积极,可能为香港核心商业地产和高端住宅带来增量需求。该机构继续看好香港市场占比高的港资房企的投资机遇,建议投资者把握短期调整带来的配置机会。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976171","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":null,"symbols":["LU2348773727.SGD","BK0028","LU1328615791.USD","IE00B1G9TP53.USD","LU1282649067.USD","LU0039217434.USD","601688","BK1521","00823","LU1316543674.SGD","IE00BHRH8C09.USD","LU1282649141.HKD","LU0488056044.USD","LU0762540952.USD","LU1119993845.HKD","LU2088747998.USD","LU1580142542.USD","BK0276","BK1601","IE00BHRH8D16.HKD","SUHJY","00017","80016","00014","03121","01113","LU0871576103.HKD","00010","LU0348784397.USD","01997","01972","03145","00012","LU0315179316.USD","LU0164939612.USD","LU2088747725.USD","00019","LU0082770016.USD","LU0348783233.USD","LU1979443071.USD","00016","LU0572940350.SGD","IE00BG0RBZ43.SGD","LU0572939691.SGD","00101","LU0620787316.HKD","LU0264606111.USD","BK1098","IE00B1G9TM23.USD"],"gpt_icon":0},{"id":"2618956609","title":"【券商聚焦】华泰证券:中东动荡令空运成本冲击明显 但中欧航线或迎良机","url":"https://stock-news.laohu8.com/highlight/detail?id=2618956609","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618956609?lang=zh_cn&edition=full","pubTime":"2026-03-10 09:05","pubTimestamp":1773104702,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示,中东动荡,使得油价推高航司成本,不过中长期或将加速提升可持续航空燃料(SAF)使用比例。由于产能有限、使用成本较高,2024年SAF产量仅占全球喷气式飞机燃料产量的0.3%。另外从全球航线结构角度,中东虽凭借地理优势,形成旺盛的中转需求,2024年卡塔尔/迪拜机场旅客中转占比高达77%/45%,但考虑到中东运输稳定性,中长期中东中转航空客货的吸引力或将下降,而由我国直飞/中转有望成为替代,我国航司或将受益于欧洲航线需求的提升。我国在疫后大力开拓欧洲航线,假设多哈和迪拜机场的中转旅客25%转由搭乘我国航司,则可提升25年我国国际线旅客12.9%。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976170","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":null,"symbols":["BK0276","LU0164865239.USD","BK0188","LU1934453819.USD","LU0531971595.HKD","LU2148510915.USD","BK0183","LU0871576103.HKD","LU1580142542.USD","BK0028","BK0012","LU1979443071.USD","LU1064130708.USD","LU1781817850.SGD","601688","LU1808992512.USD","LU1064131003.USD","LU1328615791.USD","LU0039217434.USD"],"gpt_icon":0},{"id":"2618099526","title":"【券商聚焦】华泰证券:短期推升海运运价 中长期全球贸易线路或重塑 运输成本抬升","url":"https://stock-news.laohu8.com/highlight/detail?id=2618099526","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618099526?lang=zh_cn&edition=full","pubTime":"2026-03-10 09:04","pubTimestamp":1773104698,"startTime":"0","endTime":"0","summary":"在封锁预期升温或持续时间拉长的情形下,油运运价将率先上行;集运与干散货受绕行、船期拉长及有效运力收缩影响,或出现阶段性运价抬升。若扰动仅为短期事件,运价上涨更多体现风险溢价与供需错配;若持续时间超预期,则影响将由“价格冲击”向“航线重构”演进,国际贸易线路或从临时绕行过渡到永久性重构,运距拉长或导致船舶周转效率下降,全球船舶运力或不足,运输成本长期高位,航运企业盈利弹性与资产价值中枢亦随之重估。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/MWIyNWQwZjQ4NTQyNjI4OTI5NDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWIyNWQwZjQ4NTQyNjI4OTI5NDE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976169","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":null,"symbols":["01308","LU0049112450.USD","01199","BK0276","LU1781817850.SGD","02343","SG9999011746.SGD","BK0188","IE00BYTNYN87.SGD","SG9999001440.SGD","LU1580142542.USD","03369","BK1124","LU1934453819.USD","BK0028","IE0003795394.USD","LU0531971595.HKD","02866","00316","HK0000252160.HKD","LU0300738514.USD","LU1064130708.USD","LU0871576103.HKD","LU1235295612.USD","HK0000500386.USD","SG9999002950.SGD","BK0012","LU1979443071.USD","BK1535","LU0390135506.SGD","SG9999001093.SGD","IE00B12V2V27.USD","HK0000252152.HKD","BK1541","LU1808992512.USD","601688","IE00BYQNZ168.SGD","LU1046422090.SGD","LU1328615791.USD","BK1173","LU0300738605.USD","LU1064131003.USD","LU0164865239.USD","LU0390135332.USD","01919","BK1103","BK1505","LU2148510915.USD","SG9999003461.SGD","BK0183"],"gpt_icon":0},{"id":"2618160993","title":"【券商聚焦】华泰证券:美以伊冲突下油价高涨或将推升电价","url":"https://stock-news.laohu8.com/highlight/detail?id=2618160993","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618160993?lang=zh_cn&edition=full","pubTime":"2026-03-10 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华泰证券表示,美以伊冲突下全球油价大幅上涨,带动海外煤价上涨,基于华泰预期,2026年我国北港5500大卡动力煤价格中枢将上移至750元/吨附近。该机构测算若港口5500大卡动力煤价格上涨50元/吨(含税),能源价格传导下批发侧电价将上涨2.9%,对应工业电价上涨2.0%-2.2%;token出海带来的AIDC绿电需求提升有望推升绿证价格,当前绿证价格仅为碳价的9%,若绿证价格提升至与碳价持平,则批发电价将增厚15%,工业电价将增厚10-11%。煤价上涨带来的市场化电价提升更有利于成本稳定的清洁能源,同时推荐经营更稳健的煤电联营公司。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjBmYTFlMmI3YzYzNjVkMWZlODgyMTcwNTE1Njk3NDY=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976168","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":["BK1583","01071","LU0287142896.SGD","LU0823040885.USD","02688","00916","BK1221","DUG","BK1205","02380","BK1526","LU2048586759.USD","01799","02208","BK1546","LU1064131003.USD","LU1981816686.USD","00836","LU1979443071.USD","LU0821914370.USD","LU2148510915.USD","BK1148","HK0000252160.HKD","IE0008368742.USD","LU0651946864.USD","BK1566","06865","SG9999014674.SGD","03868","LU1808992512.USD","00902","LU0039217434.USD","601688","BK0012","BK1154","BK0028","LU0449509016.USD","BK1513","LU0205439572.USD","LU1328615791.USD","LU1580142542.USD","LU1064130708.USD","01798","LU0737861699.HKD","LU1051768304.USD","LU1515016050.SGD","LU0449515922.USD","BK1125","00991","01811"],"gpt_icon":0},{"id":"2618645685","title":"恒力石化跌9.78% 华泰证券上周五刚发研报喊增持","url":"https://stock-news.laohu8.com/highlight/detail?id=2618645685","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618645685?lang=zh_cn&edition=full","pubTime":"2026-03-09 15:53","pubTimestamp":1773042803,"startTime":"0","endTime":"0","summary":"中国经济网北京3月9日讯 恒力石化(600346.SH)今日收报22.88元,跌幅9.78%,总市值1610.55亿元。\r\n\r\n 3月6日,华泰证券发布研报《恒力石化(600346)2026年春季投资峰会速递:公司有望受益于炼化景气全面复苏》,研究员为庄汀洲、张雄。研报指出,考虑公司有望充分受益于炼化景气全面回暖,上调目标价为30.50元,维持“增持”评级。\r\n\r\n 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09:04","pubTimestamp":1773018278,"startTime":"0","endTime":"0","summary":"这种反弹难以形成趋势性反转,未来半月至一月内更可能呈现震荡格局。华泰表示,第一,当前整体仓位水平不低,反弹后部分资金或有离场意愿,将限制上涨的持续性。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976087","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":null,"symbols":["LU0531971595.HKD","LU0164865239.USD","LU2148510915.USD","BK4585","601688","LU1328615791.USD","BK0028","LU1064131003.USD","LU1064130708.USD","BK4588","BK0183","LU1580142542.USD","BK0276","LU1934453819.USD","LU1808992512.USD","LU0039217434.USD","LU1979443071.USD","BK0188","LU0871576103.HKD","BK0012","LU1781817850.SGD","VT","VXUS"],"gpt_icon":0}],"profile":{"ret":0,"serverTime":1773755186984,"stockEarnings":[{"period":"1week","weight":-0.0102},{"period":"1month","weight":-0.1217},{"period":"3month","weight":-0.1272},{"period":"6month","weight":-0.0323},{"period":"1year","weight":0.1036},{"period":"ytd","weight":-0.1742}],"compareEarnings":[{"period":"1week","weight":-0.0029},{"period":"1month","weight":0.0007},{"period":"3month","weight":0.068},{"period":"6month","weight":0.0538},{"period":"1year","weight":0.1945},{"period":"ytd","weight":0.0292}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"华泰证券股份有限公司","boardCode":"AI0067","boardName":"资本市场服务","stockholders":"189461人(较上一季度减少7.08%)","perCapita":"38566股","listingDate":"2010-02-26","address":"江苏省南京市建邺区江东中路228号","registeredCapital":"902686万元","survey":" 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