002670 国盛证券
交易中 04-08 14:15:57
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国盛证券：地缘冲突与供给优化共振 PET瓶片景气上行
中金财经 · 08:27
国盛证券：地缘冲突与供给优化共振 PET瓶片景气上行
国盛证券：维持敏实集团(00425)“买入”评级 电池盒放量助力海外业绩高增
智通财经 · 04-07 13:59
国盛证券：维持敏实集团(00425)“买入”评级 电池盒放量助力海外业绩高增
云南白药：4月1日召开业绩说明会，中信建投证券、国盛证券等多家机构参与
证券之星 · 04-02
云南白药：4月1日召开业绩说明会，中信建投证券、国盛证券等多家机构参与
国盛证券：鞋服2025年稳健增长 长期赛道投资价值高
智通财经 · 04-01
国盛证券：鞋服2025年稳健增长 长期赛道投资价值高
国盛证券：生猪全面步入亏损 大宗原料成本稳步抬升
智通财经 · 03-30
国盛证券：生猪全面步入亏损 大宗原料成本稳步抬升
国盛证券：小核酸药物迈向平台多维布局新纪元 国产企业开始在全球布局中占据主动权
智通财经网 · 03-26
国盛证券：小核酸药物迈向平台多维布局新纪元 国产企业开始在全球布局中占据主动权
国盛证券：AI驱动先进硅片需求高增 大硅片行业延续复苏势态
智通财经 · 03-25
国盛证券：AI驱动先进硅片需求高增 大硅片行业延续复苏势态
国盛证券（002670）披露修订公司章程及制定董事履职考核制度议案，3月20日股价下跌2.88%
证券之星 · 03-20
国盛证券（002670）披露修订公司章程及制定董事履职考核制度议案，3月20日股价下跌2.88%
国盛证券：全球流动性可能逐步收紧，警惕股票市场深度调整
链捕手 · 03-20
国盛证券：全球流动性可能逐步收紧，警惕股票市场深度调整
炬芯科技：3月10日接受机构调研，国盛证券、国联民生等多家机构参与
证券之星 · 03-19
炬芯科技：3月10日接受机构调研，国盛证券、国联民生等多家机构参与
国盛证券：液冷材料侧出现边际变化 TIM有望成为产业链技术升级弹性关键环节
智通财经 · 03-19
国盛证券：液冷材料侧出现边际变化 TIM有望成为产业链技术升级弹性关键环节
国盛证券：钢铁板块具备绝对收益的空间 政策亦有望带来超额收益
智通财经 · 03-17
国盛证券：钢铁板块具备绝对收益的空间 政策亦有望带来超额收益
国盛证券：油价上涨向PET加速传导 关注瓶片涨价及rPET新蓝图
智通财经 · 03-16
国盛证券：油价上涨向PET加速传导 关注瓶片涨价及rPET新蓝图
国盛证券：绿色能源成为破局数据中心高耗能关键 关注电算协同投资三主线
智通财经 · 03-16
国盛证券：绿色能源成为破局数据中心高耗能关键 关注电算协同投资三主线
国盛证券：管理能力打开“价”天花板 NAS为本地化AI Agent理想载体
智通财经 · 03-13
国盛证券：管理能力打开“价”天花板 NAS为本地化AI Agent理想载体
国盛证券：快递“反内卷”持续深化 行业格局持续改善
智通财经 · 03-12
国盛证券：快递“反内卷”持续深化 行业格局持续改善
敷尔佳：国盛证券股份有限公司、鑫元基金管理有限公司等多家机构于3月11日调研我司
证券之星 · 03-11
敷尔佳：国盛证券股份有限公司、鑫元基金管理有限公司等多家机构于3月11日调研我司
国盛证券：维持小鹏汽车-W“买入”评级 VLA2.0大模型大算力大数据均表现丝滑
智通财经 · 03-11
国盛证券：维持小鹏汽车-W“买入”评级 VLA2.0大模型大算力大数据均表现丝滑
3月9日国盛证券发布公告，股东减持1940.21万股
证券之星 · 03-09
3月9日国盛证券发布公告，股东减持1940.21万股
3月6日国盛证券现7笔大宗交易 机构净买入1664.57万元
证券之星 · 03-06
3月6日国盛证券现7笔大宗交易 机构净买入1664.57万元
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公司概况
公司名称：
国盛证券股份有限公司
所属行业：
资本市场服务
上市日期：
2012-04-16
主营业务：
国盛证券股份有限公司的主营业务是证券业务，同时开展投资等业务。公司的主要产品是经纪与财富管理、投资银行、投资与交易、资产管理、资本中介、投资业务。
发行价格：
7.30
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PET瓶片景气上行","url":"https://stock-news.laohu8.com/highlight/detail?id=2625896062","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625896062?lang=zh_cn&edition=full","pubTime":"2026-04-08 08:27","pubTimestamp":1775608021,"startTime":"0","endTime":"0","summary":"国盛证券研报认为，高油价通过PX-PTA及乙二醇向PET加速传导，叠加PET瓶片下游需求刚性且进入旺季，瓶片价差扩大。PET瓶片供应格局持续优化，行业联合减产20%，同时由于中东地缘冲突导致原材料、能源、供应链中断，国际PET巨头Indorama宣布不可抗力，PET瓶片行业景气度有望持续提升。生物酶rPET有望成为循环再生新引擎，预计到2030年全球高端rPET市场需求将达到500万吨，打开增长新蓝图。","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://sc.stock.cnfol.com/gushizhibo/20260408/32129695.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":"zhongjincaijing_highlight","symbols":["BK0276","002670","BK0052"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625987668","title":"国盛证券：维持敏实集团(00425)“买入”评级 电池盒放量助力海外业绩高增","url":"https://stock-news.laohu8.com/highlight/detail?id=2625987668","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2625987668?lang=zh_cn&edition=full","pubTime":"2026-04-07 13:59","pubTimestamp":1775541544,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国盛证券发布研报称，敏实集团海外市场加速布局，电池盒等新产品处于上量阶段，预计2026-2028年归母净利润分别为32.3/37.5/43.5亿元，对应PE分别为11/10/8倍，维持“买入”评级。客户结构多元化拓展，公司在手订单充沛2025年公司在电池盒与车身底盘结构件业务上实现重大突破，拿下欧洲丰田和长城、吉利等中系客户结构件订单，分别取得奇瑞、长安、比亚迪电池盒订单。","market":"us","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/1425397.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":["00425","002670","159796"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624574949","title":"云南白药：4月1日召开业绩说明会，中信建投证券、国盛证券等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2624574949","media":"证券之星","labels":["conferences"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624574949?lang=zh_cn&edition=full","pubTime":"2026-04-02 16:55","pubTimestamp":1775120115,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年4月1日云南白药发布公告称公司于2026年4月1日召开业绩说明会，中信建投证券、国盛证券、光大证券、兴业证券、开源证券、国金证券、国联民生证券、中金公司、东方证券、东吴证券、广发证券、中信证券、投资者、东北证券、天风证券、浙商证券、华创证券、华泰证券、华安证券、国泰海通证券参与。","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/RB2026040200027858.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0196","BK0239","BK1564","BK0276","LU1807302812.USD","BK0052","BK0188","BK0028","BK0175","BK1147","BK0164","LU1993786604.SGD","002670","000538","06066","LU1960683339.HKD","BK0187","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2624665425","title":"国盛证券：鞋服2025年稳健增长 长期赛道投资价值高","url":"https://stock-news.laohu8.com/highlight/detail?id=2624665425","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2624665425?lang=zh_cn&edition=full","pubTime":"2026-04-01 11:44","pubTimestamp":1775015087,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国盛证券发布研报称，截至2025年末各运动品牌渠道库销比基本在4-5个月左右，渠道库存质量健康。2026年以来随着公司推进春节假期营销和产品上新，该行判断Q1整体表现保持稳健增长态势。综合考虑基数因素及消费复苏节奏，该行预计2026年增速或呈现前低后高的趋势。","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/1423790.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":["BK1610","LU0823426308.USD","LU0541502299.USD","BK1500","LU0702159699.USD","LU0320764599.SGD","IE00BQXX3D17.EUR","LU0052750758.USD","LU0823426480.USD","LU0572944931.SGD","LU0327786744.USD","02331","002670","LU0244354667.USD","BK1502","BK0052","LU0048597586.USD","LU1048588211.SGD","IE00BGV7N243.SGD","LU0708995583.HKD","LU0261947096.USD","LU0251143458.SGD","LU0370786039.SGD","LU1880383366.USD","LU2488822045.USD","IE00B031J352.USD","82331","LU0048580855.USD","LU0541501648.USD","BK1512","01361","02020","82020","LU0594300419.USD","BK1589","LU0605514214.HKD","LU1166156734.SGD","LU0593848301.USD","BK1583","BK1168","LNNGY","LU2008162690.USD","IE00B031HY20.USD","LU1102505929.USD","LU2177674079.SGD","LU0650527681.SGD","IE0008368742.USD","01368","IE0031814852.USD","ANPDY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2623391190","title":"国盛证券：生猪全面步入亏损 大宗原料成本稳步抬升","url":"https://stock-news.laohu8.com/highlight/detail?id=2623391190","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2623391190?lang=zh_cn&edition=full","pubTime":"2026-03-30 14:51","pubTimestamp":1774853486,"startTime":"0","endTime":"0","summary":"国盛证券主要观点如下：生猪养殖月底全国瘦肉型肉猪出栏价跌至10元/kg下方，亏损程度加深。大宗农产品原油持续高位运行，预计带动生产成本上涨同时拉动需求扩张，影响程度排序为植物油类、橡胶为先，其次为白糖、玉米，粮食类小麦、稻谷为后。当前主要大宗农产品虽经历了部分上涨，定价仍未充分，基本面反应在后但有望跟随，关注植物油类、橡胶、白糖、玉米等相关对应标的。","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/1421654.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":["BK0052","002670","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622835739","title":"国盛证券：小核酸药物迈向平台多维布局新纪元 国产企业开始在全球布局中占据主动权","url":"https://stock-news.laohu8.com/highlight/detail?id=2622835739","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622835739?lang=zh_cn&edition=full","pubTime":"2026-03-26 14:06","pubTimestamp":1774505173,"startTime":"0","endTime":"0","summary":"国内企业凭借高效的临床开发效率和全面的管线布局，开始在全球小核酸药物布局中占据主动权。小核酸药物治疗突破不可成药限制，相较于小分子和抗体药物有给药周期长和安全性优势等差异化优势。方兴未艾：商业化与BD共舞正酣全球小核酸药物市场呈现强劲且持续的增长态势，从2019年的27亿美元增长到2024年的57亿美元，复合年增长率为16.2%。截至2025年底已有三款小核酸药物进入十亿美元销售行列。","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/1419370.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":["BK0276","BK0052","002670"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2622399042","title":"国盛证券：AI驱动先进硅片需求高增 大硅片行业延续复苏势态","url":"https://stock-news.laohu8.com/highlight/detail?id=2622399042","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2622399042?lang=zh_cn&edition=full","pubTime":"2026-03-25 13:58","pubTimestamp":1774418330,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国盛证券发布研报称，根据SUMCO测算，AI服务器对12英寸硅片的需求量是通用型服务器的3.8倍。国盛证券主要观点如下：AI驱动先进硅片需求高增，大硅片行业延续复苏势态硅片是芯片制造的地基，占晶圆制造材料比重达30%。此外目前DRAM供应已出现短缺，存储器厂商在需求增长节奏驱动下，已开始表现出保障未来硅片供应的意愿，公司预计未来AI相关硅片的出货量将大幅增长。","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/1418609.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":["BK0052","BK0276","002670"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2620344227","title":"国盛证券（002670）披露修订公司章程及制定董事履职考核制度议案，3月20日股价下跌2.88%","url":"https://stock-news.laohu8.com/highlight/detail?id=2620344227","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2620344227?lang=zh_cn&edition=full","pubTime":"2026-03-20 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17:12","pubTimestamp":1772788373,"startTime":"0","endTime":"0","summary":"证券之星消息，3月6日国盛证券发生大宗交易，交易数据如下：近三个月该股共发生12笔大宗交易，合计成交2.88万手，折价成交12笔。该股近期无解禁股上市。截至2026年3月6日收盘，国盛证券(002670)报收于16.07元，上涨4.49%，换手率3.22%，成交量52.26万手，成交额8.35亿元。该股近半年内有股东持股变动，合计净减持2215.08万股，股东增减持明细如下表：该股最近90天内无机构评级。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/RB2026030600027554.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":["BK0052","002670","BK0276"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"ret":0,"serverTime":1775628960274,"stockEarnings":[{"period":"1week","weight":-0.0175},{"period":"1month","weight":-0.1288},{"period":"3month","weight":-0.1959},{"period":"6month","weight":-0.3625},{"period":"1year","weight":0.1986},{"period":"ytd","weight":-0.1686}],"compareEarnings":[{"period":"1week","weight":-0.0004},{"period":"1month","weight":-0.0567},{"period":"3month","weight":-0.0479},{"period":"6month","weight":-0.0111},{"period":"1year","weight":0.2563},{"period":"ytd","weight":-0.0198}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"国盛证券股份有限公司","boardCode":"AI0067","boardName":"资本市场服务","stockholders":"93067人(较上一季度减少4.75%)","perCapita":"17442股","listingDate":"2012-04-16","address":"江西省南昌市西湖区云锦路1888号华侨城五期云域9栋1楼108室","registeredCapital":"193508万元","survey":" 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