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02611 国泰海通
已收盘 02-05 16:08:28
17.740
+0.190
+1.08%
最高
17.830
最低
17.080
成交量
1,257万
今开
17.400
昨收
17.550
日振幅
4.27%
总市值
3,127亿
流通市值
621.92亿
总股本
176.29亿
成交额
2.20亿
换手率
0.36%
流通股本
35.06亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
国泰海通:292万股限制性股票将于2月12日上市流通
财中社 · 18:05
国泰海通:292万股限制性股票将于2月12日上市流通
国泰海通:光纤光缆供不应求 看好行业涨价趋势
智通财经 · 16:39
国泰海通:光纤光缆供不应求 看好行业涨价趋势
国泰海通:1月船舶价格结构分化 绿色动力技术应用持续落地
智通财经 · 14:54
国泰海通:1月船舶价格结构分化 绿色动力技术应用持续落地
张忆东,履新国泰海通!
市场资讯 · 13:03
张忆东,履新国泰海通!
国泰海通:政策注入消费动能 看好三方收单“铲子”公司
智通财经网 · 06:25
国泰海通:政策注入消费动能 看好三方收单“铲子”公司
国泰海通|金工:2月建议超配小盘风格,中长期继续看好小盘、成长风格
国泰君安证券研究 · 02-04 22:26
国泰海通|金工:2月建议超配小盘风格,中长期继续看好小盘、成长风格
丰元股份:国泰海通证券、天弘基金等多家机构于2月4日调研我司
证券之星 · 02-04 22:02
丰元股份:国泰海通证券、天弘基金等多家机构于2月4日调研我司
关于同意国泰海通证券股份有限公司为华夏中证云计算与大数据主题交易型开放式指数证券投资基金提供主做市服务的公告
上海证券交易所 · 02-04 17:36
关于同意国泰海通证券股份有限公司为华夏中证云计算与大数据主题交易型开放式指数证券投资基金提供主做市服务的公告
2月4日国泰海通现1笔折价11.96%的大宗交易 合计成交4146.56万元
证券之星 · 02-04 17:35
2月4日国泰海通现1笔折价11.96%的大宗交易 合计成交4146.56万元
每日卖空追踪 | 国泰海通 02月04日卖空量成交220.78万股,卖空比例为10.54%
市场透视 · 02-04 16:30
每日卖空追踪 | 国泰海通 02月04日卖空量成交220.78万股,卖空比例为10.54%
国泰海通证券:拟发行2026年面向专业投资者公开发行公司债券(第三期),上限不超过人民币100亿元(
公司公告 · 02-04 16:22
国泰海通证券:拟发行2026年面向专业投资者公开发行公司债券(第三期),上限不超过人民币100亿元(
【券商聚焦】国泰海通证券:新城发展商业运营价值凸显 目标价3.65港元
金吾财讯 · 02-04 15:54
【券商聚焦】国泰海通证券:新城发展商业运营价值凸显 目标价3.65港元
国泰海通:维持潍柴动力“增持”评级,目标价38.52元
和讯网 · 02-04 15:40
国泰海通:维持潍柴动力“增持”评级,目标价38.52元
港股异动 | 中资券商股午后走高 华泰证券(06886)涨超5% 中金公司(03908)涨超4%
智通财经 · 02-04 14:29
港股异动 | 中资券商股午后走高 华泰证券(06886)涨超5% 中金公司(03908)涨超4%
国泰海通:汇率与运价边际回落 机械出口海外需求结构分化
智通财经 · 02-04 14:27
国泰海通:汇率与运价边际回落 机械出口海外需求结构分化
国泰海通:官方预期出行需求旺盛 春运航司表现值得期待
智通财经 · 02-04 14:27
国泰海通:官方预期出行需求旺盛 春运航司表现值得期待
国泰海通:计算机年报业绩增长与下滑两极分化 行业呈现“两头大、中间小”特征
智通财经 · 02-04 14:05
国泰海通:计算机年报业绩增长与下滑两极分化 行业呈现“两头大、中间小”特征
辛米尔连续完成亿元A轮及A+轮融资,资本助推端侧AI规模化应用
滕牛士 · 02-04 10:25
辛米尔连续完成亿元A轮及A+轮融资,资本助推端侧AI规模化应用
国泰海通稳债增利债券发起A基金经理变动:增聘邓雅琨为基金经理
证券之星 · 02-04 09:31
国泰海通稳债增利债券发起A基金经理变动:增聘邓雅琨为基金经理
国泰海通:鹰派沃什交易落地 股市波动率攀升
智通财经 · 02-04 06:46
国泰海通:鹰派沃什交易落地 股市波动率攀升
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公司概况
公司名称:
国泰海通
所属市场:
SEHK
上市日期:
--
主营业务:
国泰海通证券股份有限公司(原名:国泰君安证券股份有限公司)是一家主要从事金融业务的中国公司。该公司经营六个分部。财富管理业务主要提供证券及期货经纪、金融产品、融资融券和约定购回等服务。投资银行业务主要提供上市保荐、股票承销、债券承销、结构性债务融资等服务。机构与交易业务主要由研究、机构经纪、交易投资以及股权投资等组成。投资管理业务包括为机构、个人提供资产管理和基金管理服务。国际业务开展经纪、企业融资、资产管理等。其他主要包括政府补助,一般营运支出等。
发行价格:
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18:05","pubTimestamp":1770285913,"startTime":"0","endTime":"0","summary":"2月5日,国泰海通(601211/02611)发布公告,关于A股限制性股票激励计划预留授予部分第三个限售期解除限售暨上市的事项。根据公告,公司将于2026年2月12日上市流通292万股限制性股票。这部分股票的解除限售条件已满足,涉及的激励对象为49人,其中包括执行董事和其他核心骨干。本次解除限售的股票数量约占公司总股本的0.02%。","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://finance.eastmoney.com/a/202602053642880210.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_eastmoney","symbols":["BK0184","BK0028","BK0012","BK1564","BK1147","02611","BK0201","BK0188","601211","BK0183","BK0276"],"gpt_icon":0},{"id":"2609327866","title":"国泰海通:光纤光缆供不应求 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16:39","pubTimestamp":1770280789,"startTime":"0","endTime":"0","summary":"看好国内光纤光缆头部厂商充分受益光纤光缆需求爆发下的涨价大趋势,利润弹性有望不断上修。国泰海通主要观点如下:光纤大周期,行业涨价趋势确认散纤价格在去年上半年承压后,下半年随着海外G657A2等需求大幅提升,带动光纤产能切换,G652D产能供给变少,交期也逐步变长,近期散纤价格持续上涨。2025年12月及全年光纤光缆企业出口表现优异,出海是目前光纤光缆行业企业重要的利润增长点。","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/1402060.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","BK0184","02611","BK0028","BK1564","BK0201","BK1147","601211","BK0188","BK0276","BK0012"],"gpt_icon":0},{"id":"2609325752","title":"国泰海通:1月船舶价格结构分化 绿色动力技术应用持续落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2609325752","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609325752?lang=zh_cn&edition=full","pubTime":"2026-02-05 14:54","pubTimestamp":1770274455,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通发布研报称,1月全球新船价格指数为184.29点,同比下降2.69%、环比下降0.19%;船舶价格结构分化,新船价格震荡偏弱、二手船价格继续走强。开年多类型船舶交付及新接订单稳步推进,绿色动力技术应用持续落地1)中船澄西顺利完成希腊籍“安特普”轮修理项目。该船为系列船第4艘,标志国产甲醇双燃料动力技术在实船应用中的成熟度进一步提升,推动广船国际在绿色环保船型领域竞争力持续增强。","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/1401991.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":["BK0218","BK0184","BK0028","601211","BK0183","BK1147","601330","BK1564","SG9999001069.SGD","BK0201","02611","BK0188","BK0276","BK0012"],"gpt_icon":0},{"id":"2609347808","title":"张忆东,履新国泰海通!","url":"https://stock-news.laohu8.com/highlight/detail?id=2609347808","media":"市场资讯","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609347808?lang=zh_cn&edition=full","pubTime":"2026-02-05 13:03","pubTimestamp":1770267780,"startTime":"0","endTime":"0","summary":" 担任海通国际执委和首席经济学家知名海外策略分析师张忆东新的职业方向落地。 张忆东,复旦大学国际金融系学士、硕士,上海交通大学上海高级金融学院EMBA,曾任兴业证券经济和金融研究院副院长、研究所副所长、全球首席策略分析师,兴证(香港)金控副行政总裁、兴证国际副总裁,兼任复旦大学经济学院专业学位校外兼职导师。 截至目前,张忆东已在兴业证券工作20余载,几乎霸榜每次的海外策略第一名。","market":"sg","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/fxsdt/2026-02-05/doc-inhktwvi8980507.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1564","BK0184","BK0188","BK0276","BK0012","BK1147","601211","BK0201","BK0028","BK0183","02611"],"gpt_icon":0},{"id":"2609231908","title":"国泰海通:政策注入消费动能 看好三方收单“铲子”公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2609231908","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609231908?lang=zh_cn&edition=full","pubTime":"2026-02-05 06:25","pubTimestamp":1770243927,"startTime":"0","endTime":"0","summary":"国泰海通发布研报称,26年开年之际促消费政策频发,扩内需战略持续推进,将加速消费信心提振,推动消费需求扩张。","market":"hk","thumbnail":"https://img.zhitongcaijing.com/image/20260205/20260205062620_17535.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260205/20260205062620_17535.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/1401810.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":["BK0183","BK0184","BK0028","02611","601211","BK0012","BK0188","BK0201","BK0276","BK1147","BK1564"],"gpt_icon":0},{"id":"2609392897","title":"国泰海通|金工:2月建议超配小盘风格,中长期继续看好小盘、成长风格","url":"https://stock-news.laohu8.com/highlight/detail?id=2609392897","media":"国泰君安证券研究","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609392897?lang=zh_cn&edition=full","pubTime":"2026-02-04 22:26","pubTimestamp":1770215160,"startTime":"0","endTime":"0","summary":"根据量化模型信号,2月建议超配小盘风格,均衡配置价值成长风格。中长期观点,未来一年继续看好小盘风格、成长风格。报告名称:2月建议超配小盘风格,中长期继续看好小盘、成长风格;报告日期:2026.02.04 报告作者:郑雅斌(分析师),登记编号:S0880525040105张雪杰(分析师),登记编号:S0880522040001朱惠东(分析师),登记编号:S0880525070025重要提醒本订阅号所载内容仅面向国泰海通证券研究服务签约客户。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["research"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://mp.weixin.qq.com/s?__biz=MzA5MzEwMDEzNQ==&mid=2650536484&idx=2&sn=6fea89da85a6b6edae68fa824db25949&chksm=8916fc143349e8fafe15c030e5aed9fca14fa1baec3d3c096c398cf3774e2b48a4266eab0323&scene=0#rd","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":"weixin_highlight","symbols":["BK0276","02611","BK0201","BK0183","BK0028","BK1147","BK1564","BK0012","BK0188","BK0184","601211"],"gpt_icon":0},{"id":"2608367091","title":"丰元股份:国泰海通证券、天弘基金等多家机构于2月4日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2608367091","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608367091?lang=zh_cn&edition=full","pubTime":"2026-02-04 22:02","pubTimestamp":1770213753,"startTime":"0","endTime":"0","summary":"证券之星消息,2026年2月4日丰元股份发布公告称国泰海通证券、天弘基金于2026年2月4日调研我司。目前,公司磷酸铁锂产品的有效产能利用率维持在相对高位。丰元股份主营业务:草酸业务和锂电池正极材料业务。","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/RB2026020400041098.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":["BK0184","BK1147","601211","161027","002805","BK0229","BK0183","02611","BK0276","BK0012","BK0201","BK1564","BK0188","BK0028"],"gpt_icon":0},{"id":"2608736887","title":"关于同意国泰海通证券股份有限公司为华夏中证云计算与大数据主题交易型开放式指数证券投资基金提供主做市服务的公告","url":"https://stock-news.laohu8.com/highlight/detail?id=2608736887","media":"上海证券交易所","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608736887?lang=zh_cn&edition=full","pubTime":"2026-02-04 17:36","pubTimestamp":1770197792,"startTime":"0","endTime":"0","summary":"上证公告(基金)【2026】211号 为促进华夏中证云计算与大数据主题交易型开放式指数证券投资基金(以下简称云计算50,基金代码:516630)的市场流动性和平稳运行,根据《上海证券交易所基金自律监管规则适用指引第2号——上市基金做市业务》等相关规定,本所同意国泰海通证券股份有限公司自2026年02月05日起为云计算50提供主做市服务。 特此公告。 上海证券交易所 2026年02月04日","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204173632a47b4c89&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204173632a47b4c89&s=b","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":"tencent","symbols":["BK1564","BK1147","02611"],"gpt_icon":0},{"id":"2608540183","title":"2月4日国泰海通现1笔折价11.96%的大宗交易 合计成交4146.56万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2608540183","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608540183?lang=zh_cn&edition=full","pubTime":"2026-02-04 17:35","pubTimestamp":1770197704,"startTime":"0","endTime":"0","summary":"证券之星消息,2月4日国泰海通发生大宗交易,交易数据如下:大宗交易成交价格17.6元,相对当日收盘价折价11.96%,成交235.6万股,成交金额4146.56万元,买方营业部为中信证券股份有限公司无锡分公司,卖方营业部为国联民生证券股份有限公司无锡中山路证券营业部。近三个月该股共发生5笔大宗交易,合计成交5.67万手,折价成交2笔。截至2026年2月4日收盘,国泰海通报收于19.99元,上涨2.51%,换手率0.95%,成交量128.7万手,成交额25.56亿元。","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/RB2026020400030002.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":["BK0184","BK1147","BK0028","601211","BK1564","02611","BK0201","BK0276","BK0183","BK0188","BK0012"],"gpt_icon":0},{"id":"2608852368","title":"每日卖空追踪 | 国泰海通 02月04日卖空量成交220.78万股,卖空比例为10.54%","url":"https://stock-news.laohu8.com/highlight/detail?id=2608852368","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608852368?lang=zh_cn&edition=full","pubTime":"2026-02-04 16:30","pubTimestamp":1770193831,"startTime":"0","endTime":"0","summary":"国泰海通北京时间02月04日,涨3.3%,卖空量成交220.78万股,较上一交易日减少1.14%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204163657a6d204bd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204163657a6d204bd&s=b","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":"tencent","symbols":["BK1564","BK1147","02611"],"gpt_icon":0},{"id":"2608368866","title":"国泰海通证券:拟发行2026年面向专业投资者公开发行公司债券(第三期),上限不超过人民币100亿元(","url":"https://stock-news.laohu8.com/highlight/detail?id=2608368866","media":"公司公告","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608368866?lang=zh_cn&edition=full","pubTime":"2026-02-04 16:22","pubTimestamp":1770193373,"startTime":"0","endTime":"0","summary":"国泰海通 证券股份有限公司发布公告称,拟发行2026年面向专业投资者公开发行公司债券(第三期),本期债券发行金额不超过人民币100亿元(含100亿元),分为两个品种,品种一为2年期固定利率债券,品种二为3年期固定利率债券。票面利率将通过网下询价簿记结果确定,债券信用评级为AAA。募集资金中65亿元拟用于偿还或置换到期公司债券本金,剩余部分用于补充流动资金。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204163127a47b09da&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204163127a47b09da&s=b","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":"tencent","symbols":["02611","BK1147","BK1564"],"gpt_icon":0},{"id":"2608368885","title":"【券商聚焦】国泰海通证券:新城发展商业运营价值凸显 目标价3.65港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2608368885","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608368885?lang=zh_cn&edition=full","pubTime":"2026-02-04 15:54","pubTimestamp":1770191697,"startTime":"0","endTime":"0","summary":"金吾财讯|国泰海通证券发布研报指,新城发展商业运营能力突出,开发业务拖累逐步减轻,给予“增持”评级,目标价3.65港元。财务方面,公司1H25加权融资成本降至5.84%,经营性物业贷占比60%,2026年到期债务57.86亿元人民币。预测2025-27年EPS为0.07/0.09/0.11元人民币,2026年每股净资产6.72元人民币,按0.5倍PB估值。风险提示行业规模缩量及市场修复不及预期。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204160639a6d1e1fd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204160639a6d1e1fd&s=b","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":"tencent","symbols":["01030","02611"],"gpt_icon":0},{"id":"2608688713","title":"国泰海通:维持潍柴动力“增持”评级,目标价38.52元","url":"https://stock-news.laohu8.com/highlight/detail?id=2608688713","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608688713?lang=zh_cn&edition=full","pubTime":"2026-02-04 15:40","pubTimestamp":1770190849,"startTime":"0","endTime":"0","summary":"国泰海通证券研报指出,潍柴动力有望从一家以重卡动力链生产制造为主企业,逐渐转型成为AIDC发电设备的全面供应商。预计潍柴动力2025/26/27年取得归母净利润124/153/280亿元,对应EPS为1.43/1.75/3.21元,2026年2月2日收盘价对应PE为15.8/12.9/7.0x。考虑到AIDC发电产业的增长有望持续增大潍柴动力该业务的利润占比,认为潍柴动力的成长空间较大。给予公司2026年22x PE,目标价38.52元,维持“增持”评级。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204155314a47adfaf&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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14:29","pubTimestamp":1770186560,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中资券商股午后走高,截至发稿,华泰证券涨5.38%,报17.84港元;中金公司涨4.58%,报21.92港元;国泰海通涨4.71%,报17.79港元;中国银河涨2.71%,报10.62港元;招商证券涨2.32%,报14.54港元。整体来看,上述22家券商业绩集体报喜,8家去年的归母净利润增幅预计超七成。国泰海通证券指出,受益于投资端改革,券商业绩持续改善。","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/1401467.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":["LU0039217434.USD","VT","LU1781817850.SGD","LU2148510915.USD","BK0188","LU0871576103.HKD","BK0276","VXUS","LU1023057109.AUD","SG9999002828.SGD","02611","06881","LU0531971595.HKD","LU2663582299.SGD","LU1328615791.USD","601688","LU0359201612.USD","LU0359202008.SGD","LU1508157978.USD","LU0164865239.USD","601995","LU1064131003.USD","BK0183","BK1564","LU1580142542.USD","BK1147","LU0359201885.HKD","BK1516","LU1979443071.USD","LU1808992512.USD","BK4588","BK0028","LU1064130708.USD","LU1934453819.USD","BK0012","BK1501","BK4585","03908","06886"],"gpt_icon":0},{"id":"2608337974","title":"国泰海通:汇率与运价边际回落 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14:27","pubTimestamp":1770186462,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通发布研报称,美元兑人民币小幅贬值,主要航线海运费同比继续下滑;美国餐饮RPI环比下降,美国住房市场指数环比承压。该行看好市场占有率高、供应链韧性强、并已建立成熟海外产能的标的。国泰海通主要观点如下:成本跟踪美元兑人民币汇率小幅贬值;欧洲航线、美东航线、美西航线、东南亚航线海运费同比下降。4)摩托车行业:2025年12月,中国摩托车出口额环比下降2.73%,同比上升15.83%;出口量环比下降6.79%,同比上升16.29%。","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/1401465.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","BK1147","BK0012","BK0276","BK0188","BK0028","601211","BK0201","BK1564","02611","BK0184"],"gpt_icon":0},{"id":"2608337115","title":"国泰海通:官方预期出行需求旺盛 春运航司表现值得期待","url":"https://stock-news.laohu8.com/highlight/detail?id=2608337115","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608337115?lang=zh_cn&edition=full","pubTime":"2026-02-04 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