002736 国信证券
交易中 12-18 11:20:42
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国信证券:维持华住集团-S(01179)“优于大市”评级 本土酒店领军者的价值重构进行时
智通财经 · 09:39
国信证券:维持华住集团-S(01179)“优于大市”评级 本土酒店领军者的价值重构进行时
帅丰电器跌1.19%?2020年上市募资8.6亿国信证券保荐
中金财经 · 12-17 17:37
帅丰电器跌1.19%?2020年上市募资8.6亿国信证券保荐
国信证券:维持腾讯控股“优于大市”评级 海外市场正成为其明确的第二增长曲线
智通财经 · 12-17 16:07
国信证券:维持腾讯控股“优于大市”评级 海外市场正成为其明确的第二增长曲线
国信证券:预计2026年L4迎元年时刻 自主Robo-X厂商有望崛起
智通财经 · 12-16 15:17
国信证券:预计2026年L4迎元年时刻 自主Robo-X厂商有望崛起
国信证券:把握游戏龙头底部机会 布局AI应用新周期
智通财经 · 12-16 10:14
国信证券:把握游戏龙头底部机会 布局AI应用新周期
国信证券:FXI抑制剂有望成为下一代抗凝药物 建议关注恒瑞医药(600276.SH)
智通财经 · 12-15
国信证券:FXI抑制剂有望成为下一代抗凝药物 建议关注恒瑞医药(600276.SH)
国信证券:AI时代电力设备需求增长迅速 全球储能系统装机需求持续释放
智通财经 · 12-15
国信证券:AI时代电力设备需求增长迅速 全球储能系统装机需求持续释放
万马科技:12月8日接受机构调研,南方基金、国信证券等多家机构参与
证券之星 · 12-12
万马科技:12月8日接受机构调研,南方基金、国信证券等多家机构参与
绩效新规|近3年鹏华基金分红率持续超60%,分掉16.8亿国信证券获8.4亿,半数产品跑输业绩基准 非货排名降2位
新浪基金 · 12-12
绩效新规|近3年鹏华基金分红率持续超60%,分掉16.8亿国信证券获8.4亿,半数产品跑输业绩基准 非货排名降2位
国信证券:需求多元、供给升级 大众品仍将呈现结构性机会
智通财经 · 12-11
国信证券:需求多元、供给升级 大众品仍将呈现结构性机会
瑞华泰连亏2年3季 A股两募资共7亿IPO国信证券保荐
中金财经 · 12-11
瑞华泰连亏2年3季 A股两募资共7亿IPO国信证券保荐
国信证券:制冷剂年底配额调整幅度较小 看好制冷剂产品长期景气度向上
智通财经网 · 12-11
国信证券:制冷剂年底配额调整幅度较小 看好制冷剂产品长期景气度向上
国信证券:锡需求预计稳中有升 后续价格有望进一步上行
智通财经网 · 12-11
国信证券:锡需求预计稳中有升 后续价格有望进一步上行
国信证券:AI拉动需求增长 存储大周期方兴未艾
智通财经 · 12-10
国信证券:AI拉动需求增长 存储大周期方兴未艾
国信证券:全球供需矛盾突出 硫磺价格有望上行
智通财经网 · 12-10
国信证券:全球供需矛盾突出 硫磺价格有望上行
国信证券最新公告:股东华润信托拟减持不超0.51%股份、一汽投资拟减持不超0.21%股份
证券之星 · 12-08
国信证券最新公告:股东华润信托拟减持不超0.51%股份、一汽投资拟减持不超0.21%股份
国信证券(002736.SZ)前三季度利润分配拟10股派1元
智通财经 · 12-08
国信证券(002736.SZ)前三季度利润分配拟10股派1元
嘉麟杰:中信证券股份有限公司、国信证券股份有限公司等多家机构于12月5日调研我司
证券之星 · 12-08
嘉麟杰:中信证券股份有限公司、国信证券股份有限公司等多家机构于12月5日调研我司
国信证券:予金蝶国际(00268)“优于大市”评级 为云原生EBC转型先驱
智通财经 · 12-08
国信证券:予金蝶国际(00268)“优于大市”评级 为云原生EBC转型先驱
欧晶科技亏1年3季 2022上市2募资共10亿国信证券保荐
中金财经 · 12-08
欧晶科技亏1年3季 2022上市2募资共10亿国信证券保荐
公司概况
公司名称:
国信证券股份有限公司
所属行业:
资本市场服务
上市日期:
2014-12-29
主营业务:
国信证券股份有限公司的主营业务是财富管理与机构业务、投资银行业务、投资与交易业务、资产管理业务。公司的主要产品是财富管理与机构业务、投资银行、投资与交易、资产管理。公司连续四年获得境内券商最高的国际信用评级,并获得《中国证券报》等权威财经媒体授予的“基金投顾卓越回报金牛奖”等奖项。
发行价格:
5.83
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本土酒店领军者的价值重构进行时","url":"https://stock-news.laohu8.com/highlight/detail?id=2592940058","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592940058?lang=zh_cn&edition=full","pubTime":"2025-12-18 09:39","pubTimestamp":1766021980,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国信证券发布研报称,维持华住集团-S“优于大市”评级,酒店行业依托供需飞轮效应持续成长,当前周期调整底部有望迎来供需再平衡。国信证券主要观点如下:酒店行业具备供需飞轮效应,海内外均缔造千亿市值龙头酒店行业具备供需飞轮效应,美国龙头依托全服务国际化品牌溢价市值领先,中国有限服务龙头背靠中国经济与创新模式快速跃升。","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":"http://www.zhitongcaijing.com/content/detail/1382918.html","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":"stock_zhitongcaijing","symbols":["HTHT","002736","01179"],"gpt_icon":0},{"id":"2592299568","title":"帅丰电器跌1.19%?2020年上市募资8.6亿国信证券保荐","url":"https://stock-news.laohu8.com/highlight/detail?id=2592299568","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592299568?lang=zh_cn&edition=full","pubTime":"2025-12-17 17:37","pubTimestamp":1765964229,"startTime":"0","endTime":"0","summary":"中国经济网北京12月17日讯 帅丰电器 今日收报14.16元,跌幅1.19%。 帅丰电器于2020年10月19日在上交所主板上市,公开发行股票3520万股,发行价格为24.29元/股,保荐机构为国信证券,保荐代表人为孙婕、郑文英。 帅丰电器发行费用为6375.98万元,其中,保荐机构国信证券获得保荐承销费用4839.67万元。","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":"http://sc.stock.cnfol.com/gushizhibo/20251217/31872087.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":["BK0224","BK0028","002736","BK0188","BK0183","605336","BK0276"],"gpt_icon":0},{"id":"2592967194","title":"国信证券:维持腾讯控股“优于大市”评级 海外市场正成为其明确的第二增长曲线","url":"https://stock-news.laohu8.com/highlight/detail?id=2592967194","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592967194?lang=zh_cn&edition=full","pubTime":"2025-12-17 16:07","pubTimestamp":1765958820,"startTime":"0","endTime":"0","summary":"国信证券发布研报称,近期,腾讯(00700)举办投资者会议,管理层分享海外云、海外游戏、AI赋能最新动态。腾讯海外业务加速发展:云服务以“基础设施先行”策略覆盖全球,技术及本地化优势助 ...","market":"sg","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/20251217/c673279787.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":["002736"],"gpt_icon":0},{"id":"2591160918","title":"国信证券:预计2026年L4迎元年时刻 自主Robo-X厂商有望崛起","url":"https://stock-news.laohu8.com/highlight/detail?id=2591160918","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591160918?lang=zh_cn&edition=full","pubTime":"2025-12-16 15:17","pubTimestamp":1765869457,"startTime":"0","endTime":"0","summary":"国信证券主要观点如下:Robo-X:政策+技术+成本催化下,L4预计在2026年迎元年时刻监管机构的支持和政策利好将推动无人驾驶汽车的商业化进程,强化学习+世界模型构建L4技术底层,随着L2/L2+级自动驾驶汽车渗透率持续增长,带动智能驾驶相关的零部件成本下降,而L4和L2/L2+的零部件存在共通性,L4级自动驾驶硬件的成本进一步降低,Robo-X预计在2026年迎元年时刻。","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/1382040.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":["02498","02525","BK0188","BK1144","BK1258","00699","BK1109","002736","BK1531","BK1229","BK0028","02026","BK0276","BK1104","00800","BK1179","BK0183"],"gpt_icon":0},{"id":"2591671470","title":"国信证券:把握游戏龙头底部机会 布局AI应用新周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2591671470","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591671470?lang=zh_cn&edition=full","pubTime":"2025-12-16 10:14","pubTimestamp":1765851262,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国信证券发布研报称,关注传媒业景气赛道趋势,布局政策转向与AI应用机会。2)布局内容政策转向与AI应用机会,重点看好AI动漫短剧方向。娱乐内容关注政策转向、供给端底部改善带动需求改善可能;AI应用重点把握应用场景机会,重点关注AI动漫短剧方向,关注广告、游戏、玩具等领域机会。","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/1381943.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":["002736","BK0188","BK0183","BK0276","BK0028"],"gpt_icon":0},{"id":"2591699288","title":"国信证券:FXI抑制剂有望成为下一代抗凝药物 建议关注恒瑞医药(600276.SH)","url":"https://stock-news.laohu8.com/highlight/detail?id=2591699288","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591699288?lang=zh_cn&edition=full","pubTime":"2025-12-15 10:41","pubTimestamp":1765766465,"startTime":"0","endTime":"0","summary":"建议关注恒瑞医药:FXI单抗SHR-2004进入3期临床,在国产分子中领先;并关注拥有FXI小核酸药物管线的公司。国信证券主要观点如下:FXI/FXIa抑制剂有望成为安全性更优的抗凝药物现有抗凝血药物均作用于凝血的共同通路,FXI仅参与内源性凝血通路以及血栓的正反馈放大,抑制FXI活性有望在抗凝血的同时减少出血的风险。","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/1381384.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0359201885.HKD","LU2097828474.EUR","01276","BK0188","LU1997245094.SGD","BK0196","LU2580892789.USD","LU2289578879.USD","LU0405327494.USD","LU1997244956.HKD","LU1255011170.USD","LU2495084118.USD","600276","BK0276","LU2328871848.SGD","LU1655091616.SGD","LU1997245177.USD","LU1146622755.USD","LU2543165471.USD","BK0012","LU0405327148.USD","LU1328615791.USD","LU0359202008.SGD","LU2097828631.EUR","LU1064131003.USD","LU2097828805.USD","BK0060","LU2097828557.USD","LU2148510915.USD","LU1023057109.AUD","LU1064130708.USD","BK0028","LU1820825898.SGD","002736","BK0183","LU1969619763.USD","LU2097828714.EUR","LU2580892862.HKD","LU2488822045.USD","LU0359201612.USD","LU1580142542.USD","BK1191","BK0239","LU1781817850.SGD"],"gpt_icon":0},{"id":"2591882691","title":"国信证券:AI时代电力设备需求增长迅速 全球储能系统装机需求持续释放","url":"https://stock-news.laohu8.com/highlight/detail?id=2591882691","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591882691?lang=zh_cn&edition=full","pubTime":"2025-12-15 10:28","pubTimestamp":1765765690,"startTime":"0","endTime":"0","summary":"国信证券主要观点如下:AI时代电力设备需求增长迅速11月以来谷歌云、OpenAI、TikTok等公司相继规划投入建设数据中心,加速AI基础设施布局。同时为破解AI时代日益严峻的电力短缺困局,英伟达将举办一场闭门峰会,整体而言全球数据中心加快建设,AI时代电力需求设备呈现爆发式增长。该行预计2026年全球储能装机需求达到404GWh,同比增长+38%,建议关注宁德时代、亿纬锂能、阳光电源、德业股份、禾望电气、盛弘股份。","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/1381382.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","BK0028","002736","BK0183","BK0188"],"gpt_icon":0},{"id":"2590501672","title":"万马科技:12月8日接受机构调研,南方基金、国信证券等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2590501672","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590501672?lang=zh_cn&edition=full","pubTime":"2025-12-12 21:32","pubTimestamp":1765546374,"startTime":"0","endTime":"0","summary":"截至目前,公司车联网业务连接总数超过 1700万辆,其中海外超过 110万辆。对公司而言,Robotaxi、Robovan等无人驾驶场景是公司高度重视的业务领域。万马科技主营业务:通信类产品、车联网产品和服务以及医疗信息化产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":"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/RB2025121200039874.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","BK0183","002736","BK0028","300698","BK0214","BK0188"],"gpt_icon":0},{"id":"2590782845","title":"绩效新规|近3年鹏华基金分红率持续超60%,分掉16.8亿国信证券获8.4亿,半数产品跑输业绩基准 非货排名降2位","url":"https://stock-news.laohu8.com/highlight/detail?id=2590782845","media":"新浪基金","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590782845?lang=zh_cn&edition=full","pubTime":"2025-12-12 14:42","pubTimestamp":1765521720,"startTime":"0","endTime":"0","summary":"近千名基金经理面临“降薪”。 根据国信证券2024年报数据,鹏华基金营业收入35.94亿元,净利润7.51亿元。国信证券持有鹏华基金50%的股权,获得了2.31亿元的分红。即鹏华基金给股东的分红总额为4.62亿元,分红率为61.52%。近十年,鹏华基金分红率有4年超过60%、1年80%。2022年至2024年期间,鹏华基金3年分掉16.8亿,国信证券分得8.4亿。 非货规模行业排名方面,2022年三季度末,鹏华基金非货规模4614.58亿元,行业排名第10名。","market":"other","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/observe/2025-12-12/doc-inhapmrh7073597.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["002736","BK0188","BK0183","BK0028","BK0276"],"gpt_icon":0},{"id":"2590595005","title":"国信证券:需求多元、供给升级 大众品仍将呈现结构性机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2590595005","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590595005?lang=zh_cn&edition=full","pubTime":"2025-12-11 16:34","pubTimestamp":1765442065,"startTime":"0","endTime":"0","summary":"该行认为2026年大众品板块有以下投资主线:1)产品及服务的高质价比改造,既包括传统线下门店业态的提质与折扣化改造,也包括厂商推出品质更优或能彰显个性、提升情绪价值的差异化产品;2)渗透率持续提升的高景气品种,具备健康属性的品种可在长期持续替代相近品类;3)前期受损较重行业的预期反转,包括酒水、餐饮行业及牧业;4)个股逻辑主导下业绩确定性较强的标的;5)高股息或高综合股东回报标的。","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/1380364.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","BK0028","BK0276","002736","BK0183"],"gpt_icon":0},{"id":"2590593452","title":"瑞华泰连亏2年3季 A股两募资共7亿IPO国信证券保荐","url":"https://stock-news.laohu8.com/highlight/detail?id=2590593452","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590593452?lang=zh_cn&edition=full","pubTime":"2025-12-11 16:07","pubTimestamp":1765440431,"startTime":"0","endTime":"0","summary":"中国经济网北京12月11日讯 瑞华泰 2025年三季度报告显示,2025年前三季,公司实现营业收入2.83亿元,同比增长18.18%;归属于上市公司股东的净利润-6271.93万元;归属于上市公司股东的扣除非经常性损益的净利润-6296.47万元;经营活动产生的现金流量净额1.08亿元,同比增长158.34%。 瑞华泰上市发行募集资金总额26,865.00万元,募集资金净额21,831.91万元。 经计算,瑞华泰两次募资合计69,865万元。","market":"sh","thumbnail":" http://caiji.3g.cnfol.com/colect/202512/11/20251211193953.png","type":0,"news_type":0,"thumbnails":[" http://caiji.3g.cnfol.com/colect/202512/11/20251211193953.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20251211/31859237.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","159982","002736","BK0183","BK0220","BK0028","399300","BK0188","688323"],"gpt_icon":0},{"id":"2590669395","title":"国信证券:制冷剂年底配额调整幅度较小 看好制冷剂产品长期景气度向上","url":"https://stock-news.laohu8.com/highlight/detail?id=2590669395","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590669395?lang=zh_cn&edition=full","pubTime":"2025-12-11 10:06","pubTimestamp":1765418787,"startTime":"0","endTime":"0","summary":"国信化工观点1)2026年制冷剂配额核发情况公示,二代、三代制冷剂供给端具备长期约束,看好制冷剂产品景气度延续。该行认为,制冷剂配额政策的严肃性持续,在供给端长期强约束的背景下,看好制冷剂产品长期景气度的延续。","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/1380226.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":"highlight_zhitongcaijin","symbols":["BK0188","002736","BK0183","BK0276","BK0028"],"gpt_icon":0},{"id":"2590707563","title":"国信证券:锡需求预计稳中有升 后续价格有望进一步上行","url":"https://stock-news.laohu8.com/highlight/detail?id=2590707563","media":"智通财经网","labels":["economic"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590707563?lang=zh_cn&edition=full","pubTime":"2025-12-11 09:54","pubTimestamp":1765418074,"startTime":"0","endTime":"0","summary":"综合来看,预计2025-2027年全球锡需求分别为38.6/39.6/40.1万吨。","market":"sh","thumbnail":"https://img.zhitongcaijing.com/image/20251211/20251211094114_16246.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20251211/20251211094114_16246.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/1380217.html","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":"highlight_zhitongcaijin","symbols":["BK0183","BK0276","BK0028","BK0188","002736"],"gpt_icon":0},{"id":"2590304763","title":"国信证券:AI拉动需求增长 存储大周期方兴未艾","url":"https://stock-news.laohu8.com/highlight/detail?id=2590304763","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590304763?lang=zh_cn&edition=full","pubTime":"2025-12-10 15:50","pubTimestamp":1765353021,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国信证券发布研报称,存储市场存在HDD、SSD、NAND、DRAM、HBM几大技术趋势,主要参与者众多。AI大模型推理拉动存储需求快速增长,根据该行测算结果,2026年AI推理对DRAM、NAND需求分别为23.0EB、593.5EB,短期供不应求,存储价格有望持续提升,存储大周期方兴未艾。国信证券主要观点如下:存储系统系统构成与分类。","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/1379832.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","002736","BK0188","BK0183","BK0028"],"gpt_icon":0},{"id":"2590279376","title":"国信证券:全球供需矛盾突出 硫磺价格有望上行","url":"https://stock-news.laohu8.com/highlight/detail?id=2590279376","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590279376?lang=zh_cn&edition=full","pubTime":"2025-12-10 09:33","pubTimestamp":1765330438,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国信证券发布研报称,在新能源需求快速释放下,硫酸需求保持中速增长,同时带动硫磺需求增长,导致全球硫磺供需偏紧。油气需求增速较低,高硫原油产量预期下降,全球硫磺产量预计低速增长。12月4日,国内固态硫磺现货价为4100元/吨,同比上涨165.37%。近期磷肥出现涨价,硫磺高价开始向下游传导。硫磺为在全球供需基础上国际定价商品,在全球供需偏紧、海外合同价格不断走高情况下,国内硫磺价格有望进一步上涨。","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/1379675.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":"highlight_zhitongcaijin","symbols":["BK0188","BK0276","002736","BK0183","BK0028"],"gpt_icon":0},{"id":"2589305983","title":"国信证券最新公告:股东华润信托拟减持不超0.51%股份、一汽投资拟减持不超0.21%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2589305983","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589305983?lang=zh_cn&edition=full","pubTime":"2025-12-08 20:09","pubTimestamp":1765195762,"startTime":"0","endTime":"0","summary":"国信证券公告称,股东华润信托计划减持不超过5,200万股,即不超过公司总股本的0.51%,减持方式为集中竞价,减持原因为资产配置调整需求,减持期间为公告发布之日起15个交易日后的3个月内;股东一汽投资计划减持不超过2,200万股,即不超过公司总股本的0.21%,减持方式为集中竞价,减持原因为补充经营发展资金需要,减持期间为公告发布之日起3个交易日后的3个月内。","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/RB2025120800029916.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":["BK0188","BK0028","BK0276","002736","BK0183"],"gpt_icon":0},{"id":"2589433730","title":"国信证券(002736.SZ)前三季度利润分配拟10股派1元","url":"https://stock-news.laohu8.com/highlight/detail?id=2589433730","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589433730?lang=zh_cn&edition=full","pubTime":"2025-12-08 19:44","pubTimestamp":1765194254,"startTime":"0","endTime":"0","summary":"智通财经APP讯,国信证券(002736.SZ)公告,公司2025年前三季度利润分配方案已经公司第五届董事会第四十六次会议(临时)审议通过,尚需提交公司股东会审议。公司2025年前三季度利润分配方案拟:向公司全体普通股股东每10股派送现金红利1元(含税)。","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/1378980.html","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":"stock_zhitongcaijing","symbols":["BK0276","BK0028","BK0188","BK0183","002736"],"gpt_icon":0},{"id":"2589336752","title":"嘉麟杰:中信证券股份有限公司、国信证券股份有限公司等多家机构于12月5日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2589336752","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589336752?lang=zh_cn&edition=full","pubTime":"2025-12-08 17:42","pubTimestamp":1765186969,"startTime":"0","endTime":"0","summary":"证券之星消息,2025年12月8日嘉麟杰发布公告称中信证券股份有限公司冯重光 张政、国信证券股份有限公司雎久伟 彭蓬于2025年12月5日调研我司。公司目前产能已达满负荷状态,正进行现场局部扩产,同时公司正通过提升原有设备效率扩大产能。公司不排除与国内品牌商开展相关商业合作,联合开展宣传推广活动,扩大品牌影响力。","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/RB2025120800021633.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":["BK1147","LU1794554557.SGD","LU1997244956.HKD","LU2495084118.USD","BK0077","BK0188","BK0028","BK0012","BK1516","06030","LU2148510915.USD","LU0405327148.USD","LU1255011170.USD","600030","LU1655091616.SGD","BK0253","BK0183","BK1564","BK0070","BK0004","LU1997245177.USD","BK0196","LU1064130708.USD","002486","LU1997245094.SGD","LU1720050803.USD","002736","BK0276","LU1328615791.USD","LU1064131003.USD","BK1521","LU2289578879.USD","LU0405327494.USD"],"gpt_icon":0},{"id":"2589382204","title":"国信证券:予金蝶国际(00268)“优于大市”评级 为云原生EBC转型先驱","url":"https://stock-news.laohu8.com/highlight/detail?id=2589382204","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589382204?lang=zh_cn&edition=full","pubTime":"2025-12-08 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