002500 山西证券
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天孚通信涨12.65%,山西证券二周前给出“买入”评级
证券之星 · 02-24 16:32
天孚通信涨12.65%,山西证券二周前给出“买入”评级
山西证券:截止2026年2月13日,公司股东人数为105,428人
证券之星 · 02-24 15:39
山西证券:截止2026年2月13日,公司股东人数为105,428人
山西证券:给予炬光科技增持评级
证券之星 · 02-13
山西证券:给予炬光科技增持评级
山西证券(002500)2月10日股东户数10.56万户,较上期减少0.1%
证券之星 · 02-12
山西证券(002500)2月10日股东户数10.56万户,较上期减少0.1%
天孚通信涨14.38%,山西证券二日前给出“买入”评级
证券之星 · 02-12
天孚通信涨14.38%,山西证券二日前给出“买入”评级
兖矿能源涨5.17%,山西证券六日前给出“买入”评级
证券之星 · 02-12
兖矿能源涨5.17%,山西证券六日前给出“买入”评级
山西证券:镁/铝价比创历史新低 镁合金多行业应用持续开拓
智通财经 · 02-12
山西证券:镁/铝价比创历史新低 镁合金多行业应用持续开拓
山西证券:截止2026年2月10日,公司股东人数为105,611人
证券之星 · 02-11
山西证券:截止2026年2月10日,公司股东人数为105,611人
山西证券:AIDC电源革命创新机 光伏反内卷静待供需拐点
智通财经 · 02-11
山西证券:AIDC电源革命创新机 光伏反内卷静待供需拐点
山西证券:AI应用+IP生态双轮驱动 传媒业基本面有望持续向好
智通财经 · 02-11
山西证券:AI应用+IP生态双轮驱动 传媒业基本面有望持续向好
山西证券:海外燃气发动机供需失衡 国产设备迎来出海窗口期
智通财经 · 02-10
山西证券:海外燃气发动机供需失衡 国产设备迎来出海窗口期
山西证券:给予天孚通信买入评级
证券之星 · 02-10
山西证券:给予天孚通信买入评级
山西证券:首次覆盖泛亚微透给予买入评级
证券之星 · 02-09
山西证券:首次覆盖泛亚微透给予买入评级
山西证券:给予科沃斯买入评级
证券之星 · 02-06
山西证券:给予科沃斯买入评级
山西证券:宠物食品行业发展前景广阔 品牌升级转型谋突围
智通财经 · 02-06
山西证券:宠物食品行业发展前景广阔 品牌升级转型谋突围
山西证券:反内卷政策托底煤价 煤炭供应或受约束
智通财经 · 02-06
山西证券:反内卷政策托底煤价 煤炭供应或受约束
山西证券:给予神农集团增持评级
证券之星 · 02-06
山西证券:给予神农集团增持评级
山西证券:给予温氏股份买入评级
证券之星 · 02-06
山西证券:给予温氏股份买入评级
艾森股份:1月29日接受机构调研,财通资管、山西证券等多家机构参与
证券之星 · 02-04
艾森股份:1月29日接受机构调研,财通资管、山西证券等多家机构参与
山西证券:截止2026年1月30日,公司股东人数为105,713人
证券之星 · 02-02
山西证券:截止2026年1月30日,公司股东人数为105,713人
暂无数据
公司概况
公司名称:
山西证券股份有限公司
所属行业:
资本市场服务
上市日期:
2010-11-15
主营业务:
山西证券股份有限公司的主营业务是证券经纪业务、融资融券业务、证券自营业务、证券承销业务、受托资产管理业务、商品期货经纪、金融期货经纪业务及投资与资产管理等。公司的主要产品是融资融券业务、证券自营业务、证券承销业务、受托资产管理业务、商品期货经纪、金融期货经纪业务及投资与资产管理等服务。
发行价格:
7.80
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15:39","pubTimestamp":1771918760,"startTime":"0","endTime":"0","summary":"证券之星消息,山西证券(002500)02月24日在投资者关系平台上答复投资者关心的问题。投资者提问:请问最新一期公司的股东人数是多少?山西证券回复:感谢您的提问。截止2026年2月13日,公司股东人数为105,428人,谢谢!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":"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/RB2026022400023989.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","BK0183","002500","BK0188","BK0276"],"gpt_icon":0},{"id":"2611651189","title":"山西证券:给予炬光科技增持评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2611651189","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2611651189?lang=zh_cn&edition=full","pubTime":"2026-02-13 12:11","pubTimestamp":1770955871,"startTime":"0","endTime":"0","summary":"山西证券股份有限公司张天近期对炬光科技进行研究并发布了研究报告《微纳光学制造龙头,光通信布局有望迎来收获》,给予炬光科技增持评级。 炬光科技 投资要点: 公司发布2025年业绩预告。中游汽车应用解决方案作为“新炬光”优势领域前三季度累计收入0.86亿元,同比增加41%,主要来自前照大灯应用持续放量,客户提货增加。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026021300016949.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":["688167","002500"],"gpt_icon":0},{"id":"2610460159","title":"山西证券(002500)2月10日股东户数10.56万户,较上期减少0.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610460159","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610460159?lang=zh_cn&edition=full","pubTime":"2026-02-12 17:32","pubTimestamp":1770888724,"startTime":"0","endTime":"0","summary":"证券之星消息,近日山西证券披露,截至2026年2月10日公司股东户数为10.56万户,较1月30日减少102.0户,减幅为0.1%。在证券行业个股中,山西证券股东户数低于行业平均水平,截至2月10日,证券行业平均股东户数为16.91万户。从股价来看,2026年1月30日至2026年2月10日,山西证券区间涨幅为0.17%,在此期间股东户数减少102.0户,减幅为0.1%。","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/RB2026021200028481.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":["002500","BK0188","BK0028","BK0276","BK0183"],"gpt_icon":0},{"id":"2610186943","title":"天孚通信涨14.38%,山西证券二日前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2610186943","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610186943?lang=zh_cn&edition=full","pubTime":"2026-02-12 16:40","pubTimestamp":1770885621,"startTime":"0","endTime":"0","summary":"今日天孚通信涨14.38%,收盘报330.0元。2026年2月10日,山西证券研究员张天发布了对天孚通信的研报《业绩符合预期,1.6T光引擎和CPO、NPO产品放量可期》,该研报对天孚通信给出“买入”评级。研报中预计公司2025-2027年归母公司净利润20.1/37.8/55.8亿元,同比增长49.3%/88.6%/47.4%,不考虑港股发行摊薄等对应EPS为2.58/4.87/7.18元,2月9日收盘价对应PE分别为115.4/61.2/41.5,维持“买入-A”评级。证券之星数据中心根据近三年发布的研报数据计算,该研报作者对此股的盈利预测准确度为94.98%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026021200026425.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":["300394","002500"],"gpt_icon":0},{"id":"2610801943","title":"兖矿能源涨5.17%,山西证券六日前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2610801943","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610801943?lang=zh_cn&edition=full","pubTime":"2026-02-12 16:34","pubTimestamp":1770885261,"startTime":"0","endTime":"0","summary":"今日兖矿能源(600188)涨5.17%,收盘报17.51元。2026年2月6日,山西证券研究员胡博,程俊杰发布了对兖矿能源的研报《印尼煤出口暂停催化海外煤价,公司海外业务有望受益》,该研报对兖矿能源给出“买入”评级。证券之星数据中心根据近三年发布的研报数据计算,该研报作者对此股的盈利预测准确度为49.77%。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为民生证券的卢佳琪。兖矿能源(600188)个股概况: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":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026021200026216.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":["01171","600188","002500"],"gpt_icon":0},{"id":"2610480989","title":"山西证券:镁/铝价比创历史新低 镁合金多行业应用持续开拓","url":"https://stock-news.laohu8.com/highlight/detail?id=2610480989","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610480989?lang=zh_cn&edition=full","pubTime":"2026-02-12 16:23","pubTimestamp":1770884603,"startTime":"0","endTime":"0","summary":"1月镁铝比价新低主要源于当月份铝价上涨明显,铝价走强,镁合金成本优势进一步凸显,应用有望持续提速。镁铝比价新低主要源于1月份铝价上涨明显,铝产能在原本供给刚性条件下,受下游光伏、储能等新兴产业需求拉动,库存持续去化,叠加美元贬值资金向有色金属板块避险的宏观因素,铝价走强,镁合金成本优势进一步凸显,应用有望持续提速。","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/1404649.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","002500","BK0276","BK0028","BK0183"],"gpt_icon":0},{"id":"2610811729","title":"山西证券:截止2026年2月10日,公司股东人数为105,611人","url":"https://stock-news.laohu8.com/highlight/detail?id=2610811729","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610811729?lang=zh_cn&edition=full","pubTime":"2026-02-11 16:03","pubTimestamp":1770796991,"startTime":"0","endTime":"0","summary":"证券之星消息,山西证券(002500)02月11日在投资者关系平台上答复投资者关心的问题。投资者提问:您好!请问截至2月10日收盘公司股东人数是多少,谢谢!山西证券回复:感谢您的提问。截止2026年2月10日,公司股东人数为105,611人,谢谢!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":"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/RB2026021100022803.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002500","BK0276","BK0183","BK0028","BK0188"],"gpt_icon":0},{"id":"2610604350","title":"山西证券:AIDC电源革命创新机 光伏反内卷静待供需拐点","url":"https://stock-news.laohu8.com/highlight/detail?id=2610604350","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610604350?lang=zh_cn&edition=full","pubTime":"2026-02-11 11:17","pubTimestamp":1770779846,"startTime":"0","endTime":"0","summary":"反内卷、高质量发展持续推进,光伏产业链价格拐点已至,新技术仍享有溢价。重点推荐AIDC产业的HVDC、SST及配储方向以及光伏产业的供给侧+BC新技术+出海方向。山西证券主要观点如下:全球AIDC景气共振,看好直流供电产业趋势1)全球智算需求高增,大厂资本开支提升:国外云厂商资本开支持续超预期,AI基础设施投资正在不断加速。高压HVDC能够释放机柜空间、提升供电效率、节省铜材用量。企业主动降低开工率,积极改善供需结构。","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/1404039.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":["002500","BK0183","BK0276","BK0028","BK0188"],"gpt_icon":0},{"id":"2610460670","title":"山西证券:AI应用+IP生态双轮驱动 传媒业基本面有望持续向好","url":"https://stock-news.laohu8.com/highlight/detail?id=2610460670","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610460670?lang=zh_cn&edition=full","pubTime":"2026-02-11 10:27","pubTimestamp":1770776823,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,山西证券发布研报称,展望2026年,国内外优质的AI应用的出现或将持续提升传媒行业的成长性和估值,同时游戏、影视行业有望受益于新游周期的开启、优质内容供给端改善、IP以及AI赋能行业革新。山西证券主要观点如下:传媒业绩增速向上,AI、游戏驱动指数上涨2025年全年,传媒指数累计上涨27.17%,位于申万31个一级子行业的第9名。纵观全年,AI仍为25年全年传媒板块上涨的催化剂。","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/1404016.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":["LU1481599808.USD","LU1169589451.USD","IE00B3T34201.USD","LU2463526074.USD","BK0183","LU1481600234.SGD","BK4136","LU1487256676.USD","BK0188","BK4588","IP","LU1169590202.USD","BK4585","BK0276","BK0028","002500"],"gpt_icon":0},{"id":"2610612111","title":"山西证券:海外燃气发动机供需失衡 国产设备迎来出海窗口期","url":"https://stock-news.laohu8.com/highlight/detail?id=2610612111","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610612111?lang=zh_cn&edition=full","pubTime":"2026-02-10 16:12","pubTimestamp":1770711167,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,山西证券发布研报称,由于北美数据中心离网电源配备需求快速提高,天然气中速发动机、高速发动机开始用作主电源供电。瓦锡兰作为全球船用中速发动机领导者,市场份额约45%,其船用中速机需求也预计维持每年6%的强劲增长。模块化发动机配置还允许在不同单元间轮换,减轻设备压力。","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/1403652.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","002500","BK0028","BK0188","BK0276"],"gpt_icon":0},{"id":"2610615183","title":"山西证券:给予天孚通信买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2610615183","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610615183?lang=zh_cn&edition=full","pubTime":"2026-02-10 14:30","pubTimestamp":1770705040,"startTime":"0","endTime":"0","summary":"山西证券股份有限公司张天近期对天孚通信进行研究并发布了研究报告《业绩符合预期,1.6T光引擎和CPO、NPO产品放量可期》,给予天孚通信买入评级。 天孚通信 投资要点: 公司发布2025年业绩预告。Semianalysis认为天孚极有可能成为 X800-Q3450CPO交换机FAU核心供应商,其核心优势在于强大的制造能力。最新盈利预测明细如下:该股最近90天内共有13家机构给出评级,买入评级10家,增持评级3家;过去90天内机构目标均价为242.25。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026021000018833.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":["002500","300394"],"gpt_icon":0},{"id":"2610639838","title":"山西证券:首次覆盖泛亚微透给予买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2610639838","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610639838?lang=zh_cn&edition=full","pubTime":"2026-02-09 18:16","pubTimestamp":1770632160,"startTime":"0","endTime":"0","summary":"山西证券股份有限公司冀泳洁,王锐近期对泛亚微透进行研究并发布了研究报告《定增募资布局CMD、FCCL,业绩增长空间广阔》,首次覆盖泛亚微透给予买入评级。泛亚微透(688386)事件描述1月22日 ...","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://stock.10jqka.com.cn/hks/20260209/c674662206.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":"tonghuashun","symbols":["688386","002500"],"gpt_icon":0},{"id":"2609561996","title":"山西证券:给予科沃斯买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2609561996","media":"证券之星","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609561996?lang=zh_cn&edition=full","pubTime":"2026-02-06 18:10","pubTimestamp":1770372643,"startTime":"0","endTime":"0","summary":"山西证券股份有限公司陈玉卢近期对科沃斯进行研究并发布了研究报告《盈利能力改善,加速迈向多品类、全场景服务机器人》,给予科沃斯买入评级。全新OZMOROLLER3.0恒压活水洗地技术对洗地滚筒进行了全面升级,截止1月7日,科沃斯滚筒活水洗地机全球累计销量已突破160万台,在滚筒形态扫地机的总销量中占比超过91%。最新盈利预测明细如下:该股最近90天内共有12家机构给出评级,买入评级9家,增持评级3家;过去90天内机构目标均价为99.54。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026020600031170.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002500","603486"],"gpt_icon":0},{"id":"2609565374","title":"山西证券:宠物食品行业发展前景广阔 品牌升级转型谋突围","url":"https://stock-news.laohu8.com/highlight/detail?id=2609565374","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609565374?lang=zh_cn&edition=full","pubTime":"2026-02-06 16:40","pubTimestamp":1770367240,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,山西证券发布研报称,随着社会经济发展,我国的养宠渗透率有望继续提高,宠物食品在众多消费行业中仍是相对具有成长性的细分领域。从单品牌份额来看,乖宝旗下麦富迪在2023年成为宠物食品龙一、份额5.9%,2024年继续维持第一、份额6.2%。","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/1402547.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","BK0028","BK0276","BK0188","002500"],"gpt_icon":0},{"id":"2609596135","title":"山西证券:反内卷政策托底煤价 煤炭供应或受约束","url":"https://stock-news.laohu8.com/highlight/detail?id=2609596135","media":"智通财经","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609596135?lang=zh_cn&edition=full","pubTime":"2026-02-06 13:57","pubTimestamp":1770357468,"startTime":"0","endTime":"0","summary":"山西证券主要观点如下:供给:2025年原煤供给小幅增长2025年,原煤累计产量实现48.32亿吨,同比增1.2%,累计同比增速较上月边际下滑。12月各品种环比降幅动力煤>炼焦煤>焦炭。反内卷趋势未变,政策有望托底尽管12月的煤价加速回落引起市场担忧,但考虑到反内卷仍然是2026年经济工作的重要议题,因此政策方向未变。2025年底反内卷相关政策也如期落地,因此1月份价格呈现企稳回升趋势。","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/1402452.html","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":"stock_zhitongcaijing","symbols":["BK0183","BK0188","002500","161032","BK0276","BK0028"],"gpt_icon":0},{"id":"2609556917","title":"山西证券:给予神农集团增持评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2609556917","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609556917?lang=zh_cn&edition=full","pubTime":"2026-02-06 13:40","pubTimestamp":1770356428,"startTime":"0","endTime":"0","summary":"山西证券股份有限公司陈振志,徐风近期对神农集团进行研究并发布了研究报告《养殖成本进一步改善》,给予神农集团增持评级。 神农集团 公司披露2025年度业绩预告。 公司2025年生猪销量307.42万头,同比增长35.34%,商品猪销售均价约13.39元/公斤,同比下降约17.70%,实现销售收入47.29亿元,同比增长5.21%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026020600019737.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":["605296","002500"],"gpt_icon":0},{"id":"2609558730","title":"山西证券:给予温氏股份买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2609558730","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609558730?lang=zh_cn&edition=full","pubTime":"2026-02-06 12:14","pubTimestamp":1770351256,"startTime":"0","endTime":"0","summary":"山西证券股份有限公司陈振志,徐风近期对温氏股份进行研究并发布了研究报告《生产管理持续优化,养殖成本延续下降趋势》,给予温氏股份买入评级。 温氏股份 公司披露2025年度业绩预告。 公司2025年生猪销量4047.69万头,同比增长34.11%,毛猪销售均价13.71元/公斤,同比下滑17.95%,实现营业收入614.77亿元,同比下滑0.45%。最新盈利预测明细如下:该股最近90天内共有11家机构给出评级,买入评级11家;过去90天内机构目标均价为21.74。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026020600018127.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":["300498","002500"],"gpt_icon":0},{"id":"2608365509","title":"艾森股份:1月29日接受机构调研,财通资管、山西证券等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2608365509","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608365509?lang=zh_cn&edition=full","pubTime":"2026-02-04 19:32","pubTimestamp":1770204740,"startTime":"0","endTime":"0","summary":"证券之星消息,2026年2月4日艾森股份发布公告称公司于2026年1月29日接受机构调研,财通资管、山西证券、广发证券、信达证券、西部利得、中银资管、泰康资产、华福证券参与。在 2028 年华东制造基地一期投产前,现有产能可通过优化生产排程和客户结构,基本覆盖市场需求。艾森股份主营业务:电子化学品的研发、生产和销售。该股最近90天内共有1家机构给出评级,买入评级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/RB2026020400036143.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","688720","BK0214","BK0183","BK0188","BK0276","002500"],"gpt_icon":0},{"id":"2608858030","title":"山西证券:截止2026年1月30日,公司股东人数为105,713人","url":"https://stock-news.laohu8.com/highlight/detail?id=2608858030","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608858030?lang=zh_cn&edition=full","pubTime":"2026-02-02 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