601066 中信建投
已收盘 05-13 15:00:00
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中信建投：通用设备2026Q1已有复苏迹象 推荐高景气的燃气轮机等细分板块
智通财经 · 14:09
中信建投：通用设备2026Q1已有复苏迹象 推荐高景气的燃气轮机等细分板块
中信建投2026年中期医药生物业投资策略：差异化突围 全球化兑现
智通财经 · 11:42
中信建投2026年中期医药生物业投资策略：差异化突围 全球化兑现
中信建投夏凡捷：下半年牛市行情将继续，算力牛”和“复苏牛”是主线
华尔街见闻 · 10:13
中信建投夏凡捷：下半年牛市行情将继续，算力牛”和“复苏牛”是主线
【券商聚焦】中信建投：通信及人工智能2026年中期投资策略 大模型扶摇直上 算力景气向纵深
金吾财讯 · 09:17
【券商聚焦】中信建投：通信及人工智能2026年中期投资策略 大模型扶摇直上 算力景气向纵深
【券商聚焦】中信建投：债市外部扰动有限 整体偏强运行
金吾财讯 · 09:05
【券商聚焦】中信建投：债市外部扰动有限 整体偏强运行
【券商聚焦】中信建投：游轮爆发汉坦病毒疫情 建议关注疫苗研发相关机会
金吾财讯 · 09:01
【券商聚焦】中信建投：游轮爆发汉坦病毒疫情 建议关注疫苗研发相关机会
中信建投：医药零售行业业绩和估值拐点明显 关注后续多元催化
智通财经 · 07:43
中信建投：医药零售行业业绩和估值拐点明显 关注后续多元催化
【券商聚焦】中信建投：北美AI用电激增，燃机、内燃机、SOFC、航改机供应链迎黄金发展期
金吾财讯 · 05-12 23:31
【券商聚焦】中信建投：北美AI用电激增，燃机、内燃机、SOFC、航改机供应链迎黄金发展期
北汽蓝谷：5月12日召开分析师会议，中信建投、中信证券等多家机构参与
证券之星 · 05-12 19:32
北汽蓝谷：5月12日召开分析师会议，中信建投、中信证券等多家机构参与
中信建投：算力产业链多个核心环节有望持续受益 关注MicroLED作为光互连方案可能性
智通财经 · 05-12 09:34
中信建投：算力产业链多个核心环节有望持续受益 关注MicroLED作为光互连方案可能性
中信建投轻工纺服2026年中期投资策略：新消费下半场 机会在哪里？
智通财经 · 05-12 07:40
中信建投轻工纺服2026年中期投资策略：新消费下半场 机会在哪里？
中信建投：计算机板块正迎来基本面修复与AI范式转移的共振拐点
智通财经 · 05-12 07:34
中信建投：计算机板块正迎来基本面修复与AI范式转移的共振拐点
中信建投：脑机接口产业落地有望提速 建议重视投资机遇
智通财经 · 05-11 11:18
中信建投：脑机接口产业落地有望提速 建议重视投资机遇
中信建投：科技与稀缺共振 战略金属及新材料迎强成长
智通财经网 · 05-11 09:55
中信建投：科技与稀缺共振 战略金属及新材料迎强成长
中信建投：一季度险资持仓以金融为主导 显著增配防御和消费类板块
智通财经 · 05-11 07:46
中信建投：一季度险资持仓以金融为主导 显著增配防御和消费类板块
中信建投：A股进入牛市下半场 AI算力主线远未到全面泡沫化阶段
市场资讯 · 05-11 07:40
中信建投：A股进入牛市下半场 AI算力主线远未到全面泡沫化阶段
中信建投：铝材出口强劲 改变高库存现状的变量正在壮大
智通财经 · 05-11 07:39
中信建投：铝材出口强劲 改变高库存现状的变量正在壮大
中信建投新注册《中信建投证券-托管信息披露系统4.0.0》项目的软件著作权
证券之星 · 05-10
中信建投新注册《中信建投证券-托管信息披露系统4.0.0》项目的软件著作权
每周股票复盘：中信建投（601066）H股A股均无变动
证券之星 · 05-10
每周股票复盘：中信建投（601066）H股A股均无变动
中信建投新注册《基于Apama的条件单交易策略系统1.0》项目的软件著作权
证券之星 · 05-09
中信建投新注册《基于Apama的条件单交易策略系统1.0》项目的软件著作权
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公司概况
公司名称：
中信建投证券股份有限公司
所属行业：
资本市场服务
上市日期：
2018-06-20
主营业务：
中信建投证券股份有限公司的主营业务是投资银行业务板块、财富管理业务板块、交易及机构客户服务业务板块以及资产管理业务板块。公司的主要产品是股权融资、债务融资、财务顾问、经纪及财富管理、融资融券、回购业务、股票销售及交易业务、固定收益销售及交易业务、投资研究业务、主经纪商业务、QFI和WFOE业务、另类投资业务、证券公司资产管理业务、基金管理业务、私募股权投资业务。
发行价格：
5.42
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推荐高景气的燃气轮机等细分板块","url":"https://stock-news.laohu8.com/highlight/detail?id=2635227785","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635227785?lang=zh_cn&edition=full","pubTime":"2026-05-13 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11:42","pubTimestamp":1778643722,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中信建投发布研报称，2026年上半年医药行业触底回暖，创新药在商业化与国际化双轮驱动下多家企业扭亏，全球学术影响力显著提升。创新企业通过差异化突围，全球化价值兑现。展望2026年下半年，该行看好创新、出海、边际变化及整合主线。中信建投主要观点如下：26Q1医药行业：经营筑底企稳，行业整体重回增长2026年Q1，医药行业营收及扣非净利润均恢复正增长，CRO/CMO、生物制药上游等板块表现突出。","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/1441063.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":["09939","BK1515","BK1574","BK0276","159938","BK1161","601066"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635789022","title":"中信建投夏凡捷：下半年牛市行情将继续，算力牛”和“复苏牛”是主线","url":"https://stock-news.laohu8.com/highlight/detail?id=2635789022","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635789022?lang=zh_cn&edition=full","pubTime":"2026-05-13 10:13","pubTimestamp":1778638427,"startTime":"0","endTime":"0","summary":"不会继续拔估值，行情凸显结构性特征","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3772144","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":["BK0276","601066"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635227848","title":"【券商聚焦】中信建投：通信及人工智能2026年中期投资策略 大模型扶摇直上 算力景气向纵深","url":"https://stock-news.laohu8.com/highlight/detail?id=2635227848","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635227848?lang=zh_cn&edition=full","pubTime":"2026-05-13 09:17","pubTimestamp":1778635033,"startTime":"0","endTime":"0","summary":"北美四大CSP厂商2026年一季度资本开支同比增长70.25%，全年预计高达7100亿美元，谷歌等指引2028年投资还会大幅增长。算力产业链多个核心环节有望持续受益。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YzM1MzBiNWM5MmUxNDYxMGFiODk0MWI5MWJmNTU3YjMxMTA4MTkwNzI1ODY3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981220","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":null,"symbols":["CHAT","ARTY","161631","AGIX","BK0276","601066"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635221532","title":"【券商聚焦】中信建投：债市外部扰动有限 整体偏强运行","url":"https://stock-news.laohu8.com/highlight/detail?id=2635221532","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635221532?lang=zh_cn&edition=full","pubTime":"2026-05-13 09:05","pubTimestamp":1778634344,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信建投证券研报指出，2026年开年来，债市外部扰动有限，整体偏强运行。策略上，利率中枢未来预计呈现温和下移特点，短期机会有限，至三季度可考虑根据基本面走势情况博弈降息与长端走强。若权益市场大幅调整，快速降低仓位，规避估值与正股双杀风险。若转债估值整体回落，减持高溢价品种，布局次新、低溢价转债捕捉估值修复机会。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/MjdmY2Y4OTEwODUyNTc5NjI3Mg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjdmY2Y4OTEwODUyNTc5NjI3Mg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981216","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":null,"symbols":["03141","BK0276","601066","09141"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635222134","title":"【券商聚焦】中信建投：游轮爆发汉坦病毒疫情 建议关注疫苗研发相关机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2635222134","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635222134?lang=zh_cn&edition=full","pubTime":"2026-05-13 09:01","pubTimestamp":1778634117,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信建投研报指出，2026年4月，荷兰籍极地探险邮轮“洪迪厄斯号”暴发汉坦病毒感染疫情，截至目前已报告8例病例（6例确诊、2例疑似），3例死亡。汉坦病毒根据地理分布和所致疾病的不同，可分为旧大陆型（包括汉滩型、汉城型等）和新大陆型（以安第斯型为代表），其中引起本次疫情的为安第斯型。我国已有针对汉滩型和汉城型的双价肾综合征出血热疫苗，而全球针对安第斯型尚无疫苗上市。建议关注具备拥有肾综合征出血热疫苗布局的企业，以及布局重组蛋白、mRNA、腺病毒等新型技术平台的企业。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981215","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":null,"symbols":["BK0276","159646","601066"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635822183","title":"中信建投：医药零售行业业绩和估值拐点明显 关注后续多元催化","url":"https://stock-news.laohu8.com/highlight/detail?id=2635822183","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635822183?lang=zh_cn&edition=full","pubTime":"2026-05-13 07:43","pubTimestamp":1778629394,"startTime":"0","endTime":"0","summary":"血制品行业关注“十五五”浆站建设规划及行业并购整合进展，期待后续需求端复苏及新品研发。医药零售行业后续业绩拐点和估值拐点明显，关注后续多元催化。长期建议关注基药目录等政策催化及行业转型升级进展。","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/1440956.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":["09939","BK1515","BK1574","BK0276","159938","BK1161","601066"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634455002","title":"【券商聚焦】中信建投：北美AI用电激增，燃机、内燃机、SOFC、航改机供应链迎黄金发展期","url":"https://stock-news.laohu8.com/highlight/detail?id=2634455002","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634455002?lang=zh_cn&edition=full","pubTime":"2026-05-12 23:31","pubTimestamp":1778599898,"startTime":"0","endTime":"0","summary":"预计2026至2028年，全球燃气轮机供需缺口分别为16、16和19GW。若考虑其他发电方式需求，则全球发电总需求同期将达30、42和59GW。这一巨大且持续的缺口，推动燃气轮机、内燃机、固体氧化物燃料电池及航改机等产业链带来了高景气周期。","market":"sh","thumbnail":"https://static.szfiu.com/news/20210810/OGM3YzFlM2EwNDM3Yzk5NTc2MzIyODYwZTQ1ODI4MTE2Mjg1OTA2NTQzODA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/OGM3YzFlM2EwNDM3Yzk5NTc2MzIyODYwZTQ1ODI4MTE2Mjg1OTA2NTQzODA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"300349","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":null,"symbols":["DULL","CEF","UGL","GDX","SGOL","BAR","USG","GBUG","GOLY","JNUG","DZZ","CHAT","GDXD","IAUI","GDXJ","IAU","1OZmain","AAAU","ARTY","PICK","AIPO","159831","DGP","OUNZ","PHYS","MGCmain","GLDM","SGDM","FGDL","XME","UYM","IAUM","RING","GLTR","SHNY","GOAU","AGIX","QOmain","DBC","BEGS","601066","GCmain","SGCmain","BTGD","GDXY","GLL","JDST","DUST","PALL","GDXU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634160215","title":"北汽蓝谷：5月12日召开分析师会议，中信建投、中信证券等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2634160215","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634160215?lang=zh_cn&edition=full","pubTime":"2026-05-12 19:32","pubTimestamp":1778585561,"startTime":"0","endTime":"0","summary":"证券之星消息，2026年5月12日北汽蓝谷发布公告称公司于2026年5月12日召开分析师会议，中信建投、中信证券、中泰证券、信达澳亚基金、海富通基金、博时基金、景顺长城基金参与。截至目前，公司未获悉上述解禁股东有二级市场减持的相关计划及意向。上述解禁股东均为公司控股股东北汽集团实际控制的公司，与北汽集团构成一致行动关系。2025 年 12 月 15 日，工信部正式核发国内首批 L3 级有条件自动驾驶车型准入许可。","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/RB2026051200035369.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":["LU1781817850.SGD","BK0183","BK0196","LU1580142542.USD","LU1328615791.USD","BK0188","LU0405327494.USD","06030","BK1516","BK0071","600030","BK1521","BK0028","LU2495084118.USD","LU1794554557.SGD","LU1064130708.USD","LU1997245177.USD","601066","BK1564","BK0081","BK0264","LU1997244956.HKD","LU2289578879.USD","600733","LU1255011170.USD","LU2148510915.USD","LU1655091616.SGD","BK0276","LU1720050803.USD","LU0405327148.USD","BK0012","LU1064131003.USD","BK1147","LU1997245094.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634125229","title":"中信建投：算力产业链多个核心环节有望持续受益 关注MicroLED作为光互连方案可能性","url":"https://stock-news.laohu8.com/highlight/detail?id=2634125229","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634125229?lang=zh_cn&edition=full","pubTime":"2026-05-12 09:34","pubTimestamp":1778549669,"startTime":"0","endTime":"0","summary":"持续推荐大模型公司及算力产业链核心环节，也建议关注MicroLED作为光互连方案的可能性。该行认为，随着模型参数量持续扩大，性能不断提升，ARR飙涨，以及大模型公司陆续IPO，预计大模型决赛圈名单基本出炉。大模型ARR具备极强的爆发力和巨大的成长空间，建议优选决赛圈大模型公司、尤其是编程能力更强的模型进行投资，如Anthropic、智谱等。","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/1440513.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":["601066","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634503259","title":"中信建投轻工纺服2026年中期投资策略：新消费下半场 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IP热国内有所降温，基于中国制造优势的出海或更容易取得突破。中信建投主要观点如下：复盘2025年，在消费整体景气度偏弱且内部结构分化的背景下，新消费公司通过供给侧创新来满足和创造新需求，实现非线性增长。","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/1440471.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":["601066","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634259509","title":"中信建投：计算机板块正迎来基本面修复与AI范式转移的共振拐点","url":"https://stock-news.laohu8.com/highlight/detail?id=2634259509","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634259509?lang=zh_cn&edition=full","pubTime":"2026-05-12 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09:55","pubTimestamp":1778464539,"startTime":"0","endTime":"0","summary":"重视具备全球细分领域竞争力的新材料企业，如AI芯片电感、AI芯片电容领域以及MIM和粉冶工艺在机器人的爆发带来的投资机遇等。","market":"sh","thumbnail":"https://img.zhitongcaijing.com/image/20260511/20260511092602_90982.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260511/20260511092602_90982.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/1440004.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","159703","REMX","601066"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634342214","title":"中信建投：一季度险资持仓以金融为主导 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01:33","pubTimestamp":1778347990,"startTime":"0","endTime":"0","summary":"截至2026年5月8日收盘，中信建投报收于22.92元，较上周的23.0元下跌0.35%。本周，中信建投5月7日盘中最高价报23.41元。本周关注点公司公告汇总：中信建投H股和A股本月均无增减，库存股数量为零。公司公告汇总H股市场公告：截至2026年4月30日止月份之股份发行人的证券变动月报表中信建投证券股份有限公司提交截至2026年4月30日的证券变动月报表。H股于香港联交所上市，A股于上海证券交易所上市。","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/RB2026051000000305.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":["601066","159982","BK0276","399300"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634662774","title":"中信建投新注册《基于Apama的条件单交易策略系统1.0》项目的软件著作权","url":"https://stock-news.laohu8.com/highlight/detail?id=2634662774","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634662774?lang=zh_cn&edition=full","pubTime":"2026-05-09 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