002673 西部证券
交易中 12-17 14:28:18
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西部证券:聚焦AI算力供不应求和新技术演进 低轨卫星进入景气周期
智通财经 · 10:57
西部证券:聚焦AI算力供不应求和新技术演进 低轨卫星进入景气周期
西部证券:器械创新+出海双轮驱动 医疗消费反弹在即
智通财经 · 10:16
西部证券:器械创新+出海双轮驱动 医疗消费反弹在即
西部证券:出口+泛AI业务推动汽车行业稳健发展 海外销量增长能够维持
智通财经 · 09:35
西部证券:出口+泛AI业务推动汽车行业稳健发展 海外销量增长能够维持
瑞联新材:西部证券、博时基金等多家机构于12月11日调研我司
证券之星 · 12-12
瑞联新材:西部证券、博时基金等多家机构于12月11日调研我司
西部证券:推荐餐饮业短期扩张与长期稳健低估标的 关注经营改善与扩张期高估标的
智通财经网 · 12-12
西部证券:推荐餐饮业短期扩张与长期稳健低估标的 关注经营改善与扩张期高估标的
东方钽业:12月11日组织现场参观活动,西部证券、瀑布资管等多家机构参与
证券之星 · 12-11
东方钽业:12月11日组织现场参观活动,西部证券、瀑布资管等多家机构参与
西部证券(002673)披露2025年度第五期短期融资券兑付完成公告,12月11日股价下跌1.61%
证券之星 · 12-11
西部证券(002673)披露2025年度第五期短期融资券兑付完成公告,12月11日股价下跌1.61%
西部证券:2026年创新药行情将转变为“数据为王” 期待全球多中心临床实验数据读出催化
智通财经 · 12-11
西部证券:2026年创新药行情将转变为“数据为王” 期待全球多中心临床实验数据读出催化
【券商聚焦】西部证券维持易鑫集团(02858)“增持”评级 指其金融科技能力持续增强
金吾财讯 · 12-11
【券商聚焦】西部证券维持易鑫集团(02858)“增持”评级 指其金融科技能力持续增强
西部证券:风电行业维持高景气度 看好风机及零部件、双海投资机会
智通财经 · 12-11
西部证券:风电行业维持高景气度 看好风机及零部件、双海投资机会
阿拉丁:12月8日接受机构调研,西部证券、中国人保资产等多家机构参与
证券之星 · 12-10
阿拉丁:12月8日接受机构调研,西部证券、中国人保资产等多家机构参与
【券商聚焦】西部证券首予百奥赛图(02315)“买入”评级 后续分子进一步临床推进 平台价值有望进一步放大
金吾财讯 · 12-10
【券商聚焦】西部证券首予百奥赛图(02315)“买入”评级 后续分子进一步临床推进 平台价值有望进一步放大
西部证券:消费行业呈现底部特征 看好红利+优势全球资产及红利+修复
智通财经 · 12-10
西部证券:消费行业呈现底部特征 看好红利+优势全球资产及红利+修复
西部证券:保险将是产业结构转型中最具成长性方向 估值修复动能充足
智通财经 · 12-10
西部证券:保险将是产业结构转型中最具成长性方向 估值修复动能充足
西部证券:险资股票风险因子松绑 权益配置空间扩容
智通财经网 · 12-08
西部证券:险资股票风险因子松绑 权益配置空间扩容
精工科技:天风证券、西部证券等多家机构于12月4日调研我司
证券之星 · 12-05
精工科技:天风证券、西部证券等多家机构于12月4日调研我司
方盛制药:12月3日接受机构调研,西部证券参与
证券之星 · 12-05
方盛制药:12月3日接受机构调研,西部证券参与
芳源股份:12月1日接受机构调研,西部证券、汇丰晋信基金等多家机构参与
证券之星 · 12-03
芳源股份:12月1日接受机构调研,西部证券、汇丰晋信基金等多家机构参与
科汇股份:西部证券投教基地、投资者等多家机构于11月27日调研我司
证券之星 · 11-28
科汇股份:西部证券投教基地、投资者等多家机构于11月27日调研我司
西部证券:化工业估值与盈利双底已现 高性能新材料成为增长核心
智通财经 · 11-26
西部证券:化工业估值与盈利双底已现 高性能新材料成为增长核心
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公司概况
公司名称:
西部证券股份有限公司
所属行业:
资本市场服务
上市日期:
2012-05-03
主营业务:
西部证券股份有限公司的主营业务是证券经纪业务、证券自营业务、客户资产管理业务、投资银行业务、融资融券业务、研发业务、期货业务、固定收益业务、场外市场业务等。公司的主要产品是证券经纪业务、证券自营业务、客户资产管理业务、投资银行业务、融资融券业务、研发业务、期货业务、固定收益业务、场外市场业务等服务。
发行价格:
8.70
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低轨卫星进入景气周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2592995083","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592995083?lang=zh_cn&edition=full","pubTime":"2025-12-17 10:57","pubTimestamp":1765940268,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,西部证券发布研报称,展望2026年,重点聚焦AI算力供不应求和新技术演进,关注低轨卫星进入景气周期。火箭运力的突破是我国商业航天产业拐点和资本市场趋势形成的关键变量,低轨卫星互联网有望进入加速景气阶段。西部证券主要观点如下:AI算力AI算力迈入新阶段,2026年关注结构性新变化。","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/1382445.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":["002673","BK0188","BK0183","BK0276","BK0028"],"gpt_icon":0},{"id":"2592326957","title":"西部证券:器械创新+出海双轮驱动 医疗消费反弹在即","url":"https://stock-news.laohu8.com/highlight/detail?id=2592326957","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592326957?lang=zh_cn&edition=full","pubTime":"2025-12-17 10:16","pubTimestamp":1765937772,"startTime":"0","endTime":"0","summary":"西部证券主要观点如下:医疗器械,看好国产设备出海、创新和国内设备以旧换新及招投标的恢复今年以来,多项政策颁布推动大规模设备更新和创新器械。该行认为以旧换新能够加速医疗设备下沉和医疗需求的释放,院内业务有望回暖,2025年高端医疗设备行业有望保持高景气。该行认为政策扶持基层医疗的背景下,随医保支付健全和群众支付能力提升,医疗消费仍有较大发展空间。","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/1382428.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","002673","BK0188","159891","BK0028"],"gpt_icon":0},{"id":"2592954252","title":"西部证券:出口+泛AI业务推动汽车行业稳健发展 海外销量增长能够维持","url":"https://stock-news.laohu8.com/highlight/detail?id=2592954252","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592954252?lang=zh_cn&edition=full","pubTime":"2025-12-17 09:35","pubTimestamp":1765935333,"startTime":"0","endTime":"0","summary":"西部证券主要观点如下:从整车竞争来看,该行认为2026年以旧换新补贴不排除金额下降,同时叠加新能源车购置税补贴从10%降低至5%,市场竞争将会更加激烈。但新能源优质供给继续增加,该行依然看好新能源车渗透率继续提升。同时,该行认为2025年整车出口好于预期,新能源车出口高增,海外丰厚的利润也为国内车企的盈利提升提供动力。","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/1382405.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":["BK0183","002673","BK0276","BK0188","BK0028"],"gpt_icon":0},{"id":"2590677503","title":"瑞联新材:西部证券、博时基金等多家机构于12月11日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2590677503","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590677503?lang=zh_cn&edition=full","pubTime":"2025-12-12 19:31","pubTimestamp":1765539106,"startTime":"0","endTime":"0","summary":"证券之星消息,2025年12月12日瑞联新材发布公告称西部证券、博时基金于2025年12月11日调研我司。整体而言板块毛利率相对稳健,公司盈利结构兼具稳定性与成长性。客户方面,公司已覆盖全球 5 家核心混晶厂商。瑞联新材主营业务:专用有机新材料的研发、生产和销售。该股最近90天内共有5家机构给出评级,买入评级5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/RB2025121200033520.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":["BK0276","688550","BK0188","BK0229","BK0183","002673","BK0028"],"gpt_icon":0},{"id":"2590524612","title":"西部证券:推荐餐饮业短期扩张与长期稳健低估标的 关注经营改善与扩张期高估标的","url":"https://stock-news.laohu8.com/highlight/detail?id=2590524612","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590524612?lang=zh_cn&edition=full","pubTime":"2025-12-12 11:50","pubTimestamp":1765511409,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,西部证券发布研报称,推荐餐饮业短期扩张与长期稳健低估标的,关注经营改善与扩张期高估标的。西部证券主要观点如下:一、服务消费政策主要方向,餐饮有望重点受益消费提振重点明确,“服务消费”政策持续加码。日本餐饮板块估值溢价明显,个股涨幅与估值均有优异表现。","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/1380773.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":["BK0183","002673","BK0276","BK0188","BK0028"],"gpt_icon":0},{"id":"2590513063","title":"东方钽业:12月11日组织现场参观活动,西部证券、瀑布资管等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2590513063","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590513063?lang=zh_cn&edition=full","pubTime":"2025-12-11 20:31","pubTimestamp":1765456308,"startTime":"0","endTime":"0","summary":"证券之星消息,2025年12月11日东方钽业发布公告称公司于2025年12月11日组织现场参观活动,西部证券滕朱军、瀑布资管孙左军 王樊、西部利得管浩阳、金科投资张诚、真科投资曾维江 张聪参与。公司将在中国证监会同意注册后加快推进股份认购和发行等事宜。","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/RB2025121100037601.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":["BK0188","BK0182","BK0010","BK0004","BK0276","BK0081","002673","BK0028","BK0183","BK0233","000962"],"gpt_icon":0},{"id":"2590594538","title":"西部证券(002673)披露2025年度第五期短期融资券兑付完成公告,12月11日股价下跌1.61%","url":"https://stock-news.laohu8.com/highlight/detail?id=2590594538","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590594538?lang=zh_cn&edition=full","pubTime":"2025-12-11 17:58","pubTimestamp":1765447119,"startTime":"0","endTime":"0","summary":"截至2025年12月11日收盘,西部证券报收于7.92元,较前一交易日下跌1.61%,最新总市值为353.99亿元。该股当日开盘8.05元,最高8.06元,最低7.91元,成交额达1.73亿元,换手率为0.53%。公司近日发布公告称,西部证券股份有限公司于2025年6月10日发行了2025年度第五期短期融资券,发行金额为人民币15亿元,票面利率为1.67%,发行期限为181天,兑付日为2025年12月9日。2025年12月9日,公司已兑付本期短期融资券本息合计人民币1,512,422,054.79元。","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/RB2025121100029465.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":["BK0183","BK0028","BK0188","BK0276","002673"],"gpt_icon":0},{"id":"2590560279","title":"西部证券:2026年创新药行情将转变为“数据为王” 期待全球多中心临床实验数据读出催化","url":"https://stock-news.laohu8.com/highlight/detail?id=2590560279","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590560279?lang=zh_cn&edition=full","pubTime":"2025-12-11 15:15","pubTimestamp":1765437350,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,西部证券发布研报称,展望2026年,创新药的行情将从“BD为王”转变为“数据为王”。临床数据中,全球多中心临床实验的数据读出,将是2026年的最值得期待的催化,该行相信2026依旧是创新药数据精彩纷呈的一年,也是投资创新药更有魅力的环节。BD方面,2025年中国药企license-out数量呈现快速增长趋势。","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/1380326.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","BK1574","BK0028","BK1161","BK0183","002673","BK0276","159992","06978"],"gpt_icon":0},{"id":"2590956277","title":"【券商聚焦】西部证券维持易鑫集团(02858)“增持”评级 指其金融科技能力持续增强","url":"https://stock-news.laohu8.com/highlight/detail?id=2590956277","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590956277?lang=zh_cn&edition=full","pubTime":"2025-12-11 14:44","pubTimestamp":1765435466,"startTime":"0","endTime":"0","summary":"续订协议下,精真估将继续为公司提供二手车估值及相关服务,公司将支付相应的服务费。3Q25易鑫集团合计实现汽车融资交易量23.5万笔,yoy+22.6%,超越市场增速;融资总额约212亿元。公司业务结构持续优化,金融科技能力持续增强,该机构看好公司凭借领先的金融科技能力实现份额和收入的进一步提升。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971387","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":["168701","002673","02858","399699"],"gpt_icon":0},{"id":"2590382564","title":"西部证券:风电行业维持高景气度 看好风机及零部件、双海投资机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2590382564","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590382564?lang=zh_cn&edition=full","pubTime":"2025-12-11 13:45","pubTimestamp":1765431945,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,西部证券发布研报称,风电行业保持高景气度,梳理2条选股主线:风机中标价格表现优异,风机盈利有望回暖,且后续装机量方面具备超预期潜力,海外风电需求高增进一步打开成长空间,风机及零部件环节有望量利齐升,重视风机+零部件投资机会。海外海风景气度高,看好海风出海。","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/1380280.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","002673","BK0028","BK0276","BK0183"],"gpt_icon":0},{"id":"2590269586","title":"阿拉丁:12月8日接受机构调研,西部证券、中国人保资产等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2590269586","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590269586?lang=zh_cn&edition=full","pubTime":"2025-12-10 19:02","pubTimestamp":1765364534,"startTime":"0","endTime":"0","summary":"证券之星消息,2025年12月10日阿拉丁发布公告称公司于2025年12月8日接受机构调研,西部证券、中国人保资产、富安达基金参与。答:喀斯玛控股2023年利润较高主要源于非经常性收益,即下属参股企业资产处置产生的投资收益,而非主营业务贡献,因此利润有所波动。阿拉丁主营业务:科研试剂的研发、生产及销售,同时配套少量实验耗材。该股最近90天内共有2家机构给出评级,买入评级2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/RB2025121000031119.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":["BK0276","BK0207","BK0188","688179","BK0183","BK0216","002673","LU1934453819.USD","601319","BK0028","LU1979443071.USD"],"gpt_icon":0},{"id":"2590302362","title":"【券商聚焦】西部证券首予百奥赛图(02315)“买入”评级 后续分子进一步临床推进 平台价值有望进一步放大","url":"https://stock-news.laohu8.com/highlight/detail?id=2590302362","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590302362?lang=zh_cn&edition=full","pubTime":"2025-12-10 16:20","pubTimestamp":1765354802,"startTime":"0","endTime":"0","summary":"公司于2020年3月率先启动“千鼠万抗”计划,“抗体货架”模式,一方面节省了研发时间并降低了早期研发的不确定性,另一方面通过源头平行比较多个靶点,有望协助药企提高研发效率及临床转化的成功率。随着后续分子进一步临床推进,公司平台价值有望进一步放大。首次覆盖,给予“买入”评级。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZDQ3YWRiNzU2MjI5OWUwYTllMmZlMTAyNzEyNzQzMTU2MQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971303","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":["02315","002673","688796"],"gpt_icon":0},{"id":"2590093453","title":"西部证券:消费行业呈现底部特征 看好红利+优势全球资产及红利+修复","url":"https://stock-news.laohu8.com/highlight/detail?id=2590093453","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590093453?lang=zh_cn&edition=full","pubTime":"2025-12-10 15:01","pubTimestamp":1765350061,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,西部证券发布研报称,消费行业呈现底部特征,基本面触底修复构成股价催化剂。西部证券主要观点如下:消费行业呈现底部特征,基本面触底修复构成股价催化剂政策面领先资金面,资金面领先基本面,基本面触底修复构成催化剂。该行看好红利+优势全球资产,以及红利+修复,两个细分策略。以白电为核心的红利+全球优质资产,随着长线资金配置增加,有望享受高股息+估值提升。","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/1379812.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":["002673","BK0028","BK0183","BK0276","BK0188"],"gpt_icon":0},{"id":"2590726573","title":"西部证券:保险将是产业结构转型中最具成长性方向 估值修复动能充足","url":"https://stock-news.laohu8.com/highlight/detail?id=2590726573","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590726573?lang=zh_cn&edition=full","pubTime":"2025-12-10 10:55","pubTimestamp":1765335358,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,西部证券发布研报称,保险将是产业结构转型中金融业最具成长性的方向,头部险企凭借规模效应、品牌积淀与客户粘性,投资价值突出。从行业基本面看,2025年前三季度上市险企NBV增速均值接近45%,成本优化带来的盈利改善已明确显现,叠加经济复苏、政策支持及人民币升值的积极作用,当前估值修复动能充足。主要依赖两大核心变量:一是资产规模的稳步增长,二是利差率的持续改善。","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/1379726.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","002673","BK0276","BK0188","BK0028"],"gpt_icon":0},{"id":"2589733877","title":"西部证券:险资股票风险因子松绑 权益配置空间扩容","url":"https://stock-news.laohu8.com/highlight/detail?id=2589733877","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589733877?lang=zh_cn&edition=full","pubTime":"2025-12-08 16:14","pubTimestamp":1765181682,"startTime":"0","endTime":"0","summary":"沪深300与中证红利标的风险因子调整利好银行、公用事业、煤炭等红利板块,科创板因子优化助力科技成长企业融资,形成\"稳健底盘+创新引擎\"的配置导向。","market":"sg","thumbnail":"https://img.zhitongcaijing.com/image/20251208/20251208161752_96600.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20251208/20251208161752_96600.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1378762.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":["BK0188","BK0028","BK0183","BK0276","002673"],"gpt_icon":0},{"id":"2589895652","title":"精工科技:天风证券、西部证券等多家机构于12月4日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2589895652","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589895652?lang=zh_cn&edition=full","pubTime":"2025-12-05 18:03","pubTimestamp":1764928985,"startTime":"0","endTime":"0","summary":"证券之星消息,2025年12月5日精工科技发布公告称天风证券、西部证券、博衍基金、西部利得基金于2025年12月4日调研我司。精工科技主营业务:主要从事碳纤维新材料专用装备、聚酯循环再生装备、新型建筑节能专用设备、机器人及智能装备等高新技术产品的研制开发、生产销售和技术服务以及精密制造加工业务和项目开发。该股最近90天内共有3家机构给出评级,买入评级1家,增持评级2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/RB2025120500028583.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":["002006","BK0064","BK0188","BK0034","BK0251","BK0183","601162","002673","BK0077","BK0102","BK0276","BK0028","BK0054"],"gpt_icon":0},{"id":"2589189535","title":"方盛制药:12月3日接受机构调研,西部证券参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2589189535","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589189535?lang=zh_cn&edition=full","pubTime":"2025-12-05 17:51","pubTimestamp":1764928285,"startTime":"0","endTime":"0","summary":"证券之星消息,2025年12月5日方盛制药发布公告称公司于2025年12月3日接受机构调研,西部证券参与。方盛制药2025年三季报显示,前三季度公司主营收入12.53亿元,同比下降7.02%;归母净利润2.68亿元,同比上升17.6%;扣非净利润2.13亿元,同比上升30.54%;其中2025年第三季度,公司单季度主营收入4.19亿元,同比下降4.26%;单季度归母净利润9904.46万元,同比上升8.49%;单季度扣非净利润7120.39万元,同比上升36.37%;负债率42.2%,投资收益224.18万元,财务费用878.85万元,毛利率71.28%。","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/RB2025120500028078.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":["002673","BK0060","BK0028","BK0188","BK0276","BK0183","603998","BK0239"],"gpt_icon":0},{"id":"2588095505","title":"芳源股份:12月1日接受机构调研,西部证券、汇丰晋信基金等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2588095505","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588095505?lang=zh_cn&edition=full","pubTime":"2025-12-03 10:01","pubTimestamp":1764727311,"startTime":"0","endTime":"0","summary":"证券之星消息,2025年12月2日芳源股份发布公告称公司于2025年12月1日接受机构调研,西部证券刘小龙、汇丰晋信基金韦钰 徐蕾 郑小兵、东吴电新阮巧燕、西部利得基金张向伟 邹玲玲参与。公司近期已恢复硫酸锂溶液的采购,将对碳酸锂产销量的提升具有积极作用。芳源股份主营业务:从事锂电池三元正极材料前驱体和镍电池正极材料的研发、生产和销售。","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/RB2025120300007504.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":["BK0276","BK0028","688148","002673","BK0188","BK0183","BK0224"],"gpt_icon":0},{"id":"2586378336","title":"科汇股份:西部证券投教基地、投资者等多家机构于11月27日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2586378336","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586378336?lang=zh_cn&edition=full","pubTime":"2025-11-28 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11:47","pubTimestamp":1764128820,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,西部证券发布研报称,化工行业当前处于估值与盈利双底,25Q1-3基础化工板块净利1160亿元,同比+7.45%,子板块表现分化;多个子行业存内卷情况,应重视反内卷政策的推进力度。此外,AI与半导体需求驱动下行业加速释放,高性能新材料成为增长核心。西部证券主要观点如下:估值与盈利触底,反内卷政策推动下化工行业有望迎来拐点1)截至11月20日化工涨幅37%,涨幅居前子行业主要和科技主题相关。","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/1373751.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","159703","BK0028","BK0276","002673","BK0183"],"gpt_icon":0}],"profile":{"ret":0,"serverTime":1765952900890,"stockEarnings":[{"period":"1week","weight":-0.015},{"period":"1month","weight":-0.0562},{"period":"3month","weight":-0.1094},{"period":"6month","weight":0.0763},{"period":"1year","weight":-0.0956},{"period":"ytd","weight":-0.019}],"compareEarnings":[{"period":"1week","weight":-0.0217},{"period":"1month","weight":-0.0415},{"period":"3month","weight":-0.0133},{"period":"6month","weight":0.1376},{"period":"1year","weight":0.1295},{"period":"ytd","weight":0.1411}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"西部证券股份有限公司","boardCode":"AI0067","boardName":"资本市场服务","stockholders":"185778人(较上一季度减少3.32%)","perCapita":"22118股","listingDate":"2012-05-03","address":"陕西省西安市新城区东新街319号8幢10000室","registeredCapital":"446958万元","survey":" 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