601456 国联民生
已收盘 03-11 15:00:00
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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 · 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 17:47
【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
国联民生证券总裁葛小波：奋蹄新征程 共绘新蓝图
中国基金报 · 02-17
国联民生证券总裁葛小波：奋蹄新征程 共绘新蓝图
龙力生物证券虚假陈述责任纠纷案二审启动，国联民生的千万赔偿是否可免？
市场资讯 · 02-14
龙力生物证券虚假陈述责任纠纷案二审启动，国联民生的千万赔偿是否可免？
国联民生证券：保险业存款配比边际明显提升 权益类资产配比边际下降
智通财经 · 02-13
国联民生证券：保险业存款配比边际明显提升 权益类资产配比边际下降
国联民生：春节假期哪些核心变量值得重点关注？
智通财经 · 02-13
国联民生：春节假期哪些核心变量值得重点关注？
国联民生证券：中国航司份额提升主动承接入境客流 建议布局产能出海排头兵
智通财经网 · 02-12
国联民生证券：中国航司份额提升主动承接入境客流 建议布局产能出海排头兵
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
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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":["BK1564","BK0276","BK4585","LU0348767384.USD","BK1586","BK4588","BK1607","LU0072462343.USD","02513","00100","BK1134","BK1518","BK1618","00268","BK1589","BK1148","LU0456827905.SGD","01456","IE0034224299.USD","BK1109","BK1163","LU0348766576.USD","BK1526","BK1613","161027","BK1117","601456","AIQ","LU1048588211.SGD","09998","LU0051755006.USD","BK1517","BK1147"],"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":["BK0276","BK1147","BK1564","01456","601456"],"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":"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/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":["161027","BK1564","BK0276","BK1147","601456","01456"],"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":"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://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":["161027","BK1564","BK0276","601456","BK1147","01456"],"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":"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://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":["161027","BK1161","BK1564","159938","BK0276","601456","BK1515","BK1574","BK1147","01456","09939"],"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":"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/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":["00300","IE0008369823.USD","161027","LU1960683339.HKD","SG9999006597.SGD","IE00BZ08YT58.USD","SG9999001051.SGD","SG9999002950.SGD","SGXZ90724238.SGD","IE00BZ08YS42.EUR","LU2778985437.USD","IE00B031HY20.USD","LU1655091616.SGD","SG9999001093.SGD","BK1214","LU0890818403.SGD","00921","IE00B543WZ88.USD","IE00B5MMRT66.SGD","IE00BMCWC346.EUR","601456","BK1147","IE00BYV24P56.USD","LU1993786604.SGD","BK1564","IE0008368742.USD","IE00BPRC5H50.USD","BK1557","SG9999001069.SGD","IE00B29SXG58.USD","BK1607","IE00BZ08YR35.GBP","06690","LU1807302812.USD","01456","LU0862451753.SGD","LU0431992006.USD","LU0868486357.SGD","LU2048586759.USD","IE00B0169L03.USD","LU1119993845.HKD","BK0276","LU2279701549.SGD","LU2476274308.USD","LU0205439572.USD","LU0877626530.USD","IE0034224299.USD","LU0593848301.USD"],"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":"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/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","BK1564","BOIL","KOLD","161027","01456","MNGmain","FCG","NGmain","DUG","UNG","BK4585","BK1147","UGAZ","601456","BK0276","QGmain","BK4588"],"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","BK0276","01456","601456","BK1564","BK1147","161027"],"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 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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":"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://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":["601456","BK1147","BK1564","01456","BK0251","688646","BK0276"],"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":"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://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":["601456","BK1147","01456","159399","BK1564","BK0276"],"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":"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/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","BK1564","01456","601456","BK0276","161027"],"gpt_icon":0},{"id":"2613686527","title":"国联民生证券：“以旧换新”政策延续 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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":"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/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":["BK0276","161027","601456","BK1117","BK1564","01456","02513","BK1147"],"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 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