601456 国联民生
已收盘 03-13 15:00:00
资讯
新帖
简况
易方达基金减持国联民生(01456)127.55万股 每股作价约4.73港元
智通财经 · 19:18
易方达基金减持国联民生(01456)127.55万股 每股作价约4.73港元
国联民生证券：化工行业供给侧约束将呈现中长期持续性 细分低碳排龙头有望显著受益
智通财经网 · 14:54
国联民生证券：化工行业供给侧约束将呈现中长期持续性 细分低碳排龙头有望显著受益
国联民生证券：2026年家电内需盘整、外需底部改善 行业总体表现平稳
智通财经 · 14:31
国联民生证券：2026年家电内需盘整、外需底部改善 行业总体表现平稳
3月11日国联民生现5999万元大宗交易
证券之星 · 03-11 17:21
3月11日国联民生现5999万元大宗交易
国联民生证券：“龙虾潮”系统性重塑云计算供需结构 云厂商逐步掌控下一代AI应用底层分发权
智通财经 · 03-11 15:19
国联民生证券：“龙虾潮”系统性重塑云计算供需结构 云厂商逐步掌控下一代AI应用底层分发权
国联民生证券：“西虾东养”反应AI应用落地浪潮生态错位 国内大模型成本优势显著
智通财经 · 03-11 14:13
国联民生证券：“西虾东养”反应AI应用落地浪潮生态错位 国内大模型成本优势显著
【国联民生AI体验官】MiniMax的“龙虾”：MaxClaw实现Agent价值重构
市场资讯 · 03-08
【国联民生AI体验官】MiniMax的“龙虾”：MaxClaw实现Agent价值重构
每周股票复盘：国联民生（601456）证券控股子公司完成注册资本变更
证券之星 · 03-08
每周股票复盘：国联民生（601456）证券控股子公司完成注册资本变更
国联民生(01456.HK)：民生证券完成注册资本工商变更登记手续
中金财经 · 03-05
国联民生(01456.HK)：民生证券完成注册资本工商变更登记手续
放弃百万年薪去读佛学！国联民生证券医药首席分析师郑薇离任：人生是随机盲盒，想做点真正想做的事
新浪证券 · 03-04
放弃百万年薪去读佛学！国联民生证券医药首席分析师郑薇离任：人生是随机盲盒，想做点真正想做的事
国联民生证券：26年春节错期低基数 1月空调出货双位数增长
智通财经 · 03-03
国联民生证券：26年春节错期低基数 1月空调出货双位数增长
国联民生证券：北美发电景气度持续高涨 看好燃机+天然气发动机
智通财经 · 02-27
国联民生证券：北美发电景气度持续高涨 看好燃机+天然气发动机
国联民生证券：北美缺电重塑格局 聚焦SOFC和MLCC新机遇
智通财经 · 02-27
国联民生证券：北美缺电重塑格局 聚焦SOFC和MLCC新机遇
国联民生证券：大众品预计2026年价格开启向上周期 重点推荐餐饮供应链和乳业产业链
智通财经 · 02-26
国联民生证券：大众品预计2026年价格开启向上周期 重点推荐餐饮供应链和乳业产业链
ST逸飞跌2.62% 2023年上市超募5.2亿国联民生保荐
中金财经 · 02-25
ST逸飞跌2.62% 2023年上市超募5.2亿国联民生保荐
国联民生：公司将结合经营业绩、现金流状况及未来发展规划制定2025年度利润分配方案
证券日报 · 02-24
国联民生：公司将结合经营业绩、现金流状况及未来发展规划制定2025年度利润分配方案
国联民生证券：银保渠道的重要性持续凸显 头部保险公司市场份额有望继续提升
智通财经 · 02-24
国联民生证券：银保渠道的重要性持续凸显 头部保险公司市场份额有望继续提升
国联民生证券：“以旧换新”政策延续 2026置换+出口需求主导商用车
智通财经 · 02-24
国联民生证券：“以旧换新”政策延续 2026置换+出口需求主导商用车
国联民生证券：Token需求在“通胀” 短期观察大模型厂商提价与需求带来的边际改善
智通财经 · 02-22
国联民生证券：Token需求在“通胀” 短期观察大模型厂商提价与需求带来的边际改善
国联民生证券：今年美联储继续降息的概率依然不低
智通财经 · 02-21
国联民生证券：今年美联储继续降息的概率依然不低
暂无数据
公司概况
公司名称：
国联民生证券股份有限公司
所属行业：
资本市场服务
上市日期：
2020-07-31
主营业务：
国联民生证券股份有限公司的主营业务是经纪及财富管理业务、投资银行业务、资产管理及投资业务、信用交易业务及证券投资业务。公司的主要产品是经纪及财富管理业务、信用交易业务、投资银行业务、证券投资业务、资产管理与及投资业务。
发行价格：
4.25
{"stockData":{"symbol":"601456","market":"SH","secType":"STK","nameCN":"国联民生","latestPrice":9.43,"timestamp":1773385201000,"preClose":9.47,"halted":0,"volume":20359245,"delay":0,"changeRate":-0.0042,"floatShares":4368000000,"shares":5681000000,"eps":0.3106,"marketStatus":"已收盘","change":-0.04,"latestTime":"03-13 15:00:00","open":9.45,"high":9.5,"low":9.4,"amount":192000000,"amplitude":0.0106,"askPrice":9.43,"askSize":2152,"bidPrice":9.42,"bidSize":1312,"shortable":0,"etf":0,"ttmEps":0.3106,"tradingStatus":0,"nextMarketStatus":{"tag":"开盘","tradingStatus":2,"beginTime":1773624600000},"marketStatusCode":5,"adr":0,"adjPreClose":9.47,"symbolType":"stock","openAndCloseTimeList":[[1773365400000,1773372600000],[1773378000000,1773385200000]],"highLimit":10.42,"lowLimit":8.52,"ibTradeSell":false,"ibTradeBuySell":true,"totalEquity":5680592806,"isCdr":false,"pbRate":1.03,"roa":"--","peRate":30.360592,"roe":"3.74%","epsLYR":0.14,"committee":0.448911,"marketValue":53568000000,"turnoverRate":0.0047,"status":1,"hkstockBrief":{"symbol":"01456","market":"HK","secType":"STK","nameCN":"国联民生","latestPrice":4.65,"timestamp":1773389298946,"preClose":4.7,"halted":0,"volume":2735000,"delay":0,"premium":"-56.60"},"floatMarketCap":41194000000},"requestUrl":"/m/hq/s/601456/tweets","defaultTab":"tweets","newsList":[{"id":"2619819197","title":"易方达基金减持国联民生(01456)127.55万股 每股作价约4.73港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2619819197","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619819197?lang=zh_cn&edition=full","pubTime":"2026-03-13 19:18","pubTimestamp":1773400733,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，香港联交所最新数据显示，3月10日，易方达基金管理有限公司减持国联民生(01456)127.55万股，每股作价4.7318港元，总金额约为603.54万港元。减持后最新持股数目为4775万股，持股比例为10.79%。","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/1413770.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","01456","BK1564","BK1147","601456"],"gpt_icon":0},{"id":"2619566166","title":"国联民生证券：化工行业供给侧约束将呈现中长期持续性 细分低碳排龙头有望显著受益","url":"https://stock-news.laohu8.com/highlight/detail?id=2619566166","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619566166?lang=zh_cn&edition=full","pubTime":"2026-03-13 14:54","pubTimestamp":1773384845,"startTime":"0","endTime":"0","summary":"该行建议关注：(1)油头化工全产业链相关龙头;(2)煤头化工全产业链相关龙头;(3)基础化工细分行业的低排放龙头。","market":"us","thumbnail":"https://img.zhitongcaijing.com/image/20260313/20260313144238_38895.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260313/20260313144238_38895.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/1413530.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":["BK1147","BK1564","601456","161027","01456","BK0276"],"gpt_icon":0},{"id":"2619165795","title":"国联民生证券：2026年家电内需盘整、外需底部改善 行业总体表现平稳","url":"https://stock-news.laohu8.com/highlight/detail?id=2619165795","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2619165795?lang=zh_cn&edition=full","pubTime":"2026-03-13 14:31","pubTimestamp":1773383489,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国联民生证券发布策略研报称，春节错期带动1月内销、外销整体平稳增长，国内白电CR2同比提升，扫地机线上石头科技/科沃斯份额向上;1~2月累计，据产业在线2月排产推算空调内外销降幅有望收窄，冰洗零售环比25Q4趋势好转，彩电均价涨势稳健。该行预计2026年家电基本面走势为内需盘整、外需底部改善，总体表现平稳，国补政策过渡之年，基本面或难展望较大弹性。","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/1413521.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":["161027","BK1147","BK0276","BK1564","601456","01456"],"gpt_icon":0},{"id":"2618948540","title":"3月11日国联民生现5999万元大宗交易","url":"https://stock-news.laohu8.com/highlight/detail?id=2618948540","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618948540?lang=zh_cn&edition=full","pubTime":"2026-03-11 17:21","pubTimestamp":1773220905,"startTime":"0","endTime":"0","summary":"证券之星消息，3月11日国联民生发生大宗交易，交易数据如下：近三个月该股共发生8笔大宗交易，合计成交44.26万手，折价成交4笔，溢价成交1笔。该股在过去半年内已有共计17.71亿股限售解禁股上市，占公司总股本的31.17%。截至2026年3月11日收盘，国联民生(601456)报收于9.5元，下跌0.21%，换手率0.5%，成交量21.86万手，成交额2.08亿元。该股最近90天内共有2家机构给出评级，买入评级1家，增持评级1家；过去90天内机构目标均价为15.8。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":"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/RB2026031100028830.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK1564","BK0276","601456","BK1147","01456"],"gpt_icon":0},{"id":"2618919201","title":"国联民生证券：“龙虾潮”系统性重塑云计算供需结构 云厂商逐步掌控下一代AI应用底层分发权","url":"https://stock-news.laohu8.com/highlight/detail?id=2618919201","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618919201?lang=zh_cn&edition=full","pubTime":"2026-03-11 15:19","pubTimestamp":1773213571,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国联民生证券发布研报称，OpenClaw引燃“龙虾热“标志着具备终端键鼠接管与复杂任务自主执行能力的开源本地优先AI Agent框架OpenClaw，正系统性重塑云计算的供需结构。云厂商的商业逻辑已从单纯的“底层算力租赁”跃升为“Agent数字员工的工位提供商”。通过一键部署和价格补贴抢占应用入口，云厂商正逐步掌控下一代AI应用的底层分发权。国联民生证券主要观点如下：事件：20","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/1412586.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":["161027","BK1564","BK4585","AIQ","BK4588","BK0276","601456","BK1147","01456"],"gpt_icon":0},{"id":"2618095913","title":"国联民生证券：“西虾东养”反应AI应用落地浪潮生态错位 国内大模型成本优势显著","url":"https://stock-news.laohu8.com/highlight/detail?id=2618095913","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2618095913?lang=zh_cn&edition=full","pubTime":"2026-03-11 14:13","pubTimestamp":1773209587,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国联民生证券发布研报称，本轮“西虾东养”表观是国内大厂对于OpenClaw行情的“FOMO式焦虑”，实际则反映Agent时代国内和海外在AI应用落地浪潮中的生态错位。相比于海外，国内在本轮“龙虾潮”中具有成本优势、流量优势和政策优势。国联民生证券认为出现这种现象，或主要因为本轮国内“龙虾产品”更为关注部署的便捷性和安全性。深圳、无锡率先出台专项政策，成为“龙虾热潮”的先行者。","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/1412551.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":["BK1586","BK1526","LU0051755006.USD","00100","BK1117","AIQ","BK1589","BK0276","LU0348767384.USD","BK1564","BK1518","BK4588","BK1613","00268","LU1048588211.SGD","BK1517","601456","BK1147","BK1607","BK1618","01456","BK1163","LU0072462343.USD","LU0348766576.USD","LU0456827905.SGD","BK1109","02513","BK4585","BK1134","IE0034224299.USD","09998","BK1148","161027"],"gpt_icon":1},{"id":"2617622086","title":"【国联民生AI体验官】MiniMax的“龙虾”：MaxClaw实现Agent价值重构","url":"https://stock-news.laohu8.com/highlight/detail?id=2617622086","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617622086?lang=zh_cn&edition=full","pubTime":"2026-03-08 17:47","pubTimestamp":1772963220,"startTime":"0","endTime":"0","summary":" MaxClaw是MiniMax于2026年2月25日正式推出的云托管AI Agent平台。 与需要自托管的OpenClaw不同，MaxClaw将底层基础设施完全托管在云端，提供“开箱即用“的Agent体验。MaxClaw的设计理念指向一个更本质的命题：技术的最高境界是让用户感知不到技术的存在。这一产品定位精准击中了当前AI Agent部署门槛高、维护成本大的痛点。 OpenClaw证明了AI Agent的技术潜力，MaxClaw证明了Agent可以属于每一个人。","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":"https://finance.sina.com.cn/stock/marketresearch/2026-03-08/doc-inhqhpym0710341.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":"sina","symbols":["01456","601456","BK1564","BK0276","BK1147"],"gpt_icon":0},{"id":"2617668914","title":"每周股票复盘：国联民生（601456）证券控股子公司完成注册资本变更","url":"https://stock-news.laohu8.com/highlight/detail?id=2617668914","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617668914?lang=zh_cn&edition=full","pubTime":"2026-03-08 01:24","pubTimestamp":1772904253,"startTime":"0","endTime":"0","summary":"截至2026年3月6日收盘，国联民生报收于9.52元，较上周的9.85元下跌3.35%。公司公告汇总国联民生证券股份有限公司提交截至2026年2月28日的证券变动月报表，显示公司普通股H股和A股的法定/注册股本、已发行股份及库存股份数目均无变动。近日，民生证券已完成注册资本工商变更登记手续，注册资本由人民币1,137,287.8460万元变更为人民币1,151,025.2732万元，并取得上海市市场监督管理管理局换发的营业执照。","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/RB2026030800000187.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":["01456","601456","BK1147","BK0276","161027","BK1564"],"gpt_icon":0},{"id":"2617454356","title":"国联民生(01456.HK)：民生证券完成注册资本工商变更登记手续","url":"https://stock-news.laohu8.com/highlight/detail?id=2617454356","media":"中金财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2617454356?lang=zh_cn&edition=full","pubTime":"2026-03-05 18:17","pubTimestamp":1772705824,"startTime":"0","endTime":"0","summary":"格隆汇3月5日丨国联民生(01456.HK)公告，近日，民生证券完成注册资本工商变更登记手续，其注册资本由人民币1,137,287.8460万元变更为人民币1,151,025.2732万元，并取得了上海市市场监督管理局换发的营业执照。","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/20260305/32047467.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["601456","01456","BK0276","BK1147","161027","BK1564"],"gpt_icon":0},{"id":"2616535244","title":"放弃百万年薪去读佛学！国联民生证券医药首席分析师郑薇离任：人生是随机盲盒，想做点真正想做的事","url":"https://stock-news.laohu8.com/highlight/detail?id=2616535244","media":"新浪证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616535244?lang=zh_cn&edition=full","pubTime":"2026-03-04 17:31","pubTimestamp":1772616660,"startTime":"0","endTime":"0","summary":"近日，国联民生证券股份有限公司研究所所长助理、医药首席分析郑薇正式告别证券研究行业，其下一站并非传统的买方或实业，而是香港大学文学院的佛学硕士课程。这位曾多次荣获金麒麟、新财富等奖项的分析师，用一封真诚的告别信，为自己的职业生涯画上了一个充满禅意的逗号。 2017年起，郑薇先后在华泰证券、天风证券（维权）任职，并于2017年至2021年担任天风证券医药首席分析师。在行业评选中，郑薇屡获殊荣。","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://finance.sina.com.cn/stock/observe/2026-03-04/doc-inhpviht3959072.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":"sina","symbols":["BK1161","159938","BK1147","09939","BK1574","161027","601456","BK1564","BK1515","01456","BK0276"],"gpt_icon":0},{"id":"2616317842","title":"国联民生证券：26年春节错期低基数 1月空调出货双位数增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2616317842","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2616317842?lang=zh_cn&edition=full","pubTime":"2026-03-03 16:33","pubTimestamp":1772526811,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国联民生证券发布研报称，春节错期影响下，2026年1月空调出货同比双位数增长；结合产业在线2月排产增速推算，内外销1-2月累计降幅环比2025Q4均有收窄。厂商节奏分化，CR2同比提升当月美的/格力/海尔空调内销量分别同比+48%/+2%/+36%，海信/奥克斯分别+59%/-42%，春节错期，厂商数据受排期差异影响，建议参考1-2月累计数据。","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/1409444.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":["SG9999001093.SGD","IE00B5MMRT66.SGD","LU0868486357.SGD","LU1993786604.SGD","SG9999001069.SGD","601456","IE00B29SXG58.USD","LU2279701549.SGD","SG9999002950.SGD","161027","IE00BMCWC346.EUR","LU0205439572.USD","LU2778985437.USD","00300","IE00B543WZ88.USD","BK1607","SGXZ90724238.SGD","SG9999006597.SGD","00921","IE00BZ08YS42.EUR","IE0008369823.USD","IE00BZ08YR35.GBP","BK0276","IE00B0169L03.USD","BK1214","LU0431992006.USD","LU0877626530.USD","06690","BK1147","LU1807302812.USD","LU2476274308.USD","SG9999001051.SGD","01456","IE00BYV24P56.USD","IE00BZ08YT58.USD","BK1564","LU0862451753.SGD","LU2048586759.USD","IE0008368742.USD","LU1119993845.HKD","IE0034224299.USD","LU0890818403.SGD","LU0593848301.USD","LU1655091616.SGD","IE00BPRC5H50.USD","LU1960683339.HKD","IE00B031HY20.USD","BK1557"],"gpt_icon":0},{"id":"2614885300","title":"国联民生证券：北美发电景气度持续高涨 看好燃机+天然气发动机","url":"https://stock-news.laohu8.com/highlight/detail?id=2614885300","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614885300?lang=zh_cn&edition=full","pubTime":"2026-02-27 13:41","pubTimestamp":1772170901,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国联民生证券发布研报称，近期，特朗普指出，电网老化已无法满足美国AI发展所需的庞大电力需求，要求科技公司自建电厂。在AIDC电力需求驱动下，燃气轮机+天然气发动机行业进入长景气上行周期，海外龙头订单与价格指数同步抬升、服务占比高企带来估值中枢上移，国内产业链凭借零部件国产替代与扩产能力加速承接外需外溢。风险提示竞争格局恶化，AIDC建设不及预期，原材料价格波动。","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/1408057.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":["DGAZ","601456","KOLD","FCG","BOIL","MNGmain","01456","BK0276","BK1147","161027","NGmain","BK1564","DUG","BK4588","BK4585","QGmain","UNG","UGAZ"],"gpt_icon":0},{"id":"2614002160","title":"国联民生证券：北美缺电重塑格局 聚焦SOFC和MLCC新机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2614002160","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614002160?lang=zh_cn&edition=full","pubTime":"2026-02-27 11:05","pubTimestamp":1772161537,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国联民生证券发布研报称，当前北美地区电力供给趋紧，而AI数据中心建设正处于快速扩张阶段，供需错配持续加剧。该行看好AI发展驱动服务器电源领域技术迭代提速，预计SOFC、MLCC等相关产业链将步入高速成长周期。国联民生证券主要观点如下：北美缺电常态化，开启SOFC和MLCC投资新篇章当前北美电力供需失衡持续加剧，叠加AIDC快速扩张，电力矛盾或已成为制约区域产业发展的核心瓶颈。","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/1408010.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":["162414","BK1147","BK0276","BK1564","601456","161027","01456"],"gpt_icon":0},{"id":"2614064291","title":"国联民生证券：大众品预计2026年价格开启向上周期 重点推荐餐饮供应链和乳业产业链","url":"https://stock-news.laohu8.com/highlight/detail?id=2614064291","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614064291?lang=zh_cn&edition=full","pubTime":"2026-02-26 10:25","pubTimestamp":1772072757,"startTime":"0","endTime":"0","summary":"2025年部分大众品价格或已经触底，预计2026年价格开启向上周期，假设需求改善，则价格向上弹性和持续性更强。价格：2021年开始持续下跌，大众品龙头企业出厂均价高点至今普遍回落。重点推荐餐饮供应链和乳业产业链。乐观假设2026年餐饮复苏，则餐饮供应链量、价、利齐升且弹性增强。上游牧场：肉牛“价”逻辑已经开始演绎，预计2026年肉牛价格持续上涨，推动利润端改善;原奶“价”有望在2026H2开始体现。","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/1407433.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":["BK1132","601456","161027","BK1564","BK1147","01456","08496","BK0276"],"gpt_icon":0},{"id":"2614097701","title":"ST逸飞跌2.62% 2023年上市超募5.2亿国联民生保荐","url":"https://stock-news.laohu8.com/highlight/detail?id=2614097701","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614097701?lang=zh_cn&edition=full","pubTime":"2026-02-25 16:47","pubTimestamp":1772009247,"startTime":"0","endTime":"0","summary":"中国经济网北京2月25日讯 ST逸飞 今日股价下跌，截至收盘报43.93元，跌幅2.62%。 ST逸飞于2023年7月28日在上交所科创板上市，发行数量2,379.0652万股，发行价格46.80元/股。 ST逸飞首次公开发行股票发行费用总额为12,130.60万元，其中保荐及承销费用9,195.83万元。","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/gushijujiao/20260225/32026485.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":["BK0251","01456","601456","BK1147","BK0276","BK1564","688646"],"gpt_icon":0},{"id":"2613471395","title":"国联民生：公司将结合经营业绩、现金流状况及未来发展规划制定2025年度利润分配方案","url":"https://stock-news.laohu8.com/highlight/detail?id=2613471395","media":"证券日报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613471395?lang=zh_cn&edition=full","pubTime":"2026-02-24 19:35","pubTimestamp":1771932926,"startTime":"0","endTime":"0","summary":"证券日报网讯2月24日，国联民生在互动平台回答投资者提问时表示，公司将结合经营业绩、现金流状况及未来发展规划制定2025年度利润分配方案，具体方案经董事会、股东会批准后将及时披露。","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://finance.eastmoney.com/a/202602243652918375.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":["BK0276","159399","01456","BK1147","BK1564","601456"],"gpt_icon":0},{"id":"2613205793","title":"国联民生证券：银保渠道的重要性持续凸显 头部保险公司市场份额有望继续提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2613205793","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613205793?lang=zh_cn&edition=full","pubTime":"2026-02-24 16:08","pubTimestamp":1771920497,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国联民生证券发布研报称，银保渠道有望成为2026年推动寿险行业保费和NBV增长的重要来源，而头部公司优势有望扩大。深耕银保渠道及康养生态圈布局领先的保险公司有望提升其在银保渠道的份额在“报行合一”推动银保渠道费用率下降、监管放开银保“一对三”合作限制等推动下，银保渠道的费用竞争趋于理性。","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/1406646.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":["BK1147","01456","BK0276","601456","161027","BK1564"],"gpt_icon":0},{"id":"2613686527","title":"国联民生证券：“以旧换新”政策延续 2026置换+出口需求主导商用车","url":"https://stock-news.laohu8.com/highlight/detail?id=2613686527","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613686527?lang=zh_cn&edition=full","pubTime":"2026-02-24 10:58","pubTimestamp":1771901926,"startTime":"0","endTime":"0","summary":"客车方面，2025年呈内需筑底、出口主导特征。总量端，重卡行业已结束三年低谷期，正处在新一轮上行周期，该行认为“以旧换新”政策有望延续，淘汰置换需求有望维持内需基本盘。结构端，座位客车有望随旅游市场回暖逐步回升，公交车受“以旧换新”政策驱动。","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/1406527.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":["161027","601456","01456","BK1564","BK1147","BK0276"],"gpt_icon":0},{"id":"2613220793","title":"国联民生证券：Token需求在“通胀” 短期观察大模型厂商提价与需求带来的边际改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2613220793","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613220793?lang=zh_cn&edition=full","pubTime":"2026-02-22 20:59","pubTimestamp":1771765142,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国联民生证券发布研报称，云计算逐步变为“卖资源”，而大模型厂商化身“卖Token燃料+卖成果”。综合来看，Token需求“通胀”不仅利好云端算力，也让模型厂商拥有了议价权。Token需求在“通胀”“Token通胀”，不是指Token本身变贵，而是指单位时间内、单位用户的Token消耗结构性上升。短期观察提价与需求带来的边际改善，中期跟踪企业席位与订阅留存带来的续费与扩张，长期看好治理工具普及带来的“AI防火墙”新增市场。","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/1406192.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":["01456","601456","BK1147","161027","BK0276","BK1117","02513","BK1564"],"gpt_icon":1},{"id":"2613124390","title":"国联民生证券：今年美联储继续降息的概率依然不低","url":"https://stock-news.laohu8.com/highlight/detail?id=2613124390","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2613124390?lang=zh_cn&edition=full","pubTime":"2026-02-21 19:19","pubTimestamp":1771672794,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国联民生证券发布研报称，今年美联储继续降息的概率依然不低。而且国联民生此前的报告提示，当前美国K型经济分化特征日益严重，中低收入群体受通胀高企、工资停滞影响，消费能力持续受限。国联民生证券主要观点如下：今年春节假期，海外市场可谓是“重头戏”拉满。在此背景下，尽管美联储内部分歧较大，但考虑到经济和就业的结构性压力，今年继续降息的概率仍不低。","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/1406164.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":["BK1147","SSO","SH","OEF","BK4504",".SPX","MESmain","BK4559","BK4550","OEX","SDS","UPRO","ESmain","601456","BK0276","01456","BK4585","IVV","BK4534","BK4588","BK4581","SPXU","BK1564"],"gpt_icon":0}],"profile":{"ret":0,"serverTime":1773408442775,"stockEarnings":[{"period":"1week","weight":0.0011},{"period":"1month","weight":-0.0376},{"period":"3month","weight":-0.1304},{"period":"6month","weight":-0.1537},{"period":"1year","weight":-0.141},{"period":"ytd","weight":-0.0688}],"compareEarnings":[{"period":"1week","weight":0.005},{"period":"1month","weight":0.0002},{"period":"3month","weight":0.0616},{"period":"6month","weight":0.0668},{"period":"1year","weight":0.2246},{"period":"ytd","weight":0.0404}],"compareStock":{"symbol":"000001.SH","name":"上证指数"},"companyName":"国联民生证券股份有限公司","boardCode":"AI0067","boardName":"资本市场服务","stockholders":"91845人(较上一季度减少2.85%)","perCapita":"47562股","listingDate":"2020-07-31","address":"江苏省无锡市滨湖区金融一街8号","registeredCapital":"568059万元","survey":" 国联民生证券股份有限公司的主营业务是经纪及财富管理业务、投资银行业务、资产管理及投资业务、信用交易业务及证券投资业务。公司的主要产品是经纪及财富管理业务、信用交易业务、投资银行业务、证券投资业务、资产管理与及投资业务。","listedPrice":4.25},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"pagemeta":{"title":"国联民生(601456)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供国联民生(601456)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"国联民生,601456,国联民生股票,国联民生股票老虎,国联民生股票老虎国际,国联民生行情,国联民生股票行情,国联民生股价,国联民生股市,国联民生股票价格,国联民生股票交易,国联民生股票购买,国联民生股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"国联民生(601456)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供国联民生(601456)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}}}