601881 中国银河
已收盘 12-05 15:00:00
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中国银河(06881):变更签字注册会计师
智通财经 · 12-05 16:33
中国银河(06881):变更签字注册会计师
聚灿光电涨5.15%,中国银河一个月前给出“买入”评级
证券之星 · 12-05 15:37
聚灿光电涨5.15%,中国银河一个月前给出“买入”评级
中国银河证券:短期关注流感季呼吸用药需求增长 中长期板块估值呈现结构性修复趋势
智通财经 · 12-05 11:47
中国银河证券:短期关注流感季呼吸用药需求增长 中长期板块估值呈现结构性修复趋势
【券商聚焦】中国银河:谷歌推出Gemini 3 Pro,国产AI生态加速突围
金吾财讯 · 12-05 09:03
【券商聚焦】中国银河:谷歌推出Gemini 3 Pro,国产AI生态加速突围
中国银河(06881)完成兑付2025年度第二十一期短期融资券
智通财经 · 12-04 16:35
中国银河(06881)完成兑付2025年度第二十一期短期融资券
国恩股份涨5.24%,中国银河一个月前给出“买入”评级
证券之星 · 12-04 15:33
国恩股份涨5.24%,中国银河一个月前给出“买入”评级
普天科技涨6.83%,中国银河一个月前给出“买入”评级
证券之星 · 12-04 15:33
普天科技涨6.83%,中国银河一个月前给出“买入”评级
【券商聚焦】中国银河首予锅圈(02517)“推荐”评级 指其业绩有望实现长期快速增长
金吾财讯 · 12-04 14:22
【券商聚焦】中国银河首予锅圈(02517)“推荐”评级 指其业绩有望实现长期快速增长
【券商聚焦】中国银河:2026年 2B物流行业或继续受益 需求提振效应更加显著
金吾财讯 · 12-04 09:04
【券商聚焦】中国银河:2026年 2B物流行业或继续受益 需求提振效应更加显著
中国上城股东将股票由中国银河证券香港转入中国银行(香港) 转仓市值406.81万港元
智通财经 · 12-03 08:50
中国上城股东将股票由中国银河证券香港转入中国银行(香港) 转仓市值406.81万港元
【券商聚焦】中国银河:预计伴随政策的落地及商品房库存的逐步去化 房地产市场供需将实现平衡
金吾财讯 · 12-02
【券商聚焦】中国银河:预计伴随政策的落地及商品房库存的逐步去化 房地产市场供需将实现平衡
中国银河证券:美联储降息预期再升温 矿冶博弈刺激铜价上涨
智通财经 · 12-02
中国银河证券:美联储降息预期再升温 矿冶博弈刺激铜价上涨
【券商聚焦】中国银河:26年聚焦军工产业链上游、军贸、两机和装备智能化机会
金吾财讯 · 12-02
【券商聚焦】中国银河:26年聚焦军工产业链上游、军贸、两机和装备智能化机会
中国银河证券2026年钢铁业策略:政策催化可期 业绩改善共振
智通财经 · 12-01
中国银河证券2026年钢铁业策略:政策催化可期 业绩改善共振
中国银河证券:食品饮料行业新消费仍具持续性 传统消费有望迎来底部改善
智通财经 · 12-01
中国银河证券:食品饮料行业新消费仍具持续性 传统消费有望迎来底部改善
中国银河证券:电芯价格持续上涨 动储需求有望持续上行
智通财经 · 12-01
中国银河证券:电芯价格持续上涨 动储需求有望持续上行
【券商聚焦】中国银河:出口仍在带动生产
金吾财讯 · 12-01
【券商聚焦】中国银河:出口仍在带动生产
中国银河证券:通信行业长牛有望持续 建议关注四大子板块投资方向
智通财经 · 11-30
中国银河证券:通信行业长牛有望持续 建议关注四大子板块投资方向
中国银河(601881)披露撤销监事会办公室议案,11月28日股价上涨0.25%
证券之星 · 11-28
中国银河(601881)披露撤销监事会办公室议案,11月28日股价上涨0.25%
普天科技涨10.00%,中国银河一个月前给出“买入”评级
证券之星 · 11-28
普天科技涨10.00%,中国银河一个月前给出“买入”评级
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公司概况
公司名称:
中国银河证券股份有限公司
所属行业:
资本市场服务
上市日期:
2017-01-23
主营业务:
中国银河证券股份有限公司的主营业务是提供财富管理业务、投资银行业务、机构业务、国际业务、投资交易业务及其他母子公司一体化的综合金融服务。公司的主要产品是零售经纪及财富管理、金融产品销售业务、信用业务、投资银行业务、机构业务、国际业务、投资交易业务、期货业务、资产管理业务、另类投资业务、私募股权投资管理业务。
发行价格:
6.81
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16:33","pubTimestamp":1764923616,"startTime":"0","endTime":"0","summary":"智通财经APP讯,中国银河(06881)发布公告,2025年12月5日,公司分别收到安永华明会计师事务所(特殊普通合伙)(简称“安永华明”)、安永会计师事务所(简称“安永香港”)《关于变更中国银河证券股份有限公司2025年度签字注册会计师的函》,因原签字注册会计师俞溜(A股)、吴志强(H股)工作调整,安永华明及安永香港分别指派于晓月(A股)、梁昭宇(H股)为公司2025年度财务报表和内部控制审计业务的签字注册会计师,继续完成相关工作。","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/1378134.html","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":"stock_zhitongcaijing","symbols":["06881","601881","BK1147","BK1564","BK0188","BK0276"],"gpt_icon":0},{"id":"2589986496","title":"聚灿光电涨5.15%,中国银河一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2589986496","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589986496?lang=zh_cn&edition=full","pubTime":"2025-12-05 15:37","pubTimestamp":1764920236,"startTime":"0","endTime":"0","summary":"今日聚灿光电(300708)涨5.15%,收盘报9.19元。2025年10月27日,中国银河研究员高峰发布了对聚灿光电的研报《聚灿光电2025年三季报点评:产品类型持续丰富,精细管理降本增效》,该研报对聚灿光电给出“买入”评级。证券之星数据中心根据近三年发布的研报数据计算,该研报作者对此股的盈利预测准确度为42.13%。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为山西证券的高宇洋。聚灿光电(300708)个股概况: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":"hk","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":"https://stock.stockstar.com/RB2025120500017998.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":"stockstar","symbols":["300708","601881"],"gpt_icon":0},{"id":"2589850723","title":"中国银河证券:短期关注流感季呼吸用药需求增长 中长期板块估值呈现结构性修复趋势","url":"https://stock-news.laohu8.com/highlight/detail?id=2589850723","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589850723?lang=zh_cn&edition=full","pubTime":"2025-12-05 11:47","pubTimestamp":1764906440,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中国银河证券发布研报称,短期来看,11月以来国家流感监测周报显示全国流感活动上升,短期建议关注流感行情。国内近期流感样病例数量持续攀升,已接近2022年以来同期高位。目前主要的抗流感病毒药物有奥司他韦、扎那米韦、玛巴洛沙韦、帕拉米韦、昂拉地韦等。耐药性来看,多数毒株对抗病毒药物敏感。接种流感疫苗是预防流感的重要途径。","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/1378048.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":["BK1564","601881","161027","BK1147","06881","BK0188","BK0276"],"gpt_icon":0},{"id":"2589859239","title":"【券商聚焦】中国银河:谷歌推出Gemini 3 Pro,国产AI生态加速突围","url":"https://stock-news.laohu8.com/highlight/detail?id=2589859239","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589859239?lang=zh_cn&edition=full","pubTime":"2025-12-05 09:03","pubTimestamp":1764896614,"startTime":"0","endTime":"0","summary":"海外方面,美国当地时间11月18日,谷歌正式推出Gemini 3系列模型,并同步上线Gemini 3 Pro预览版,Gemini 3 Pro采用稀疏混合专家架构,支持高达100万token的上下文窗口,并能输出64K token文本内容。国内方面,11月17日,阿里正式宣布千问APP上线,阿里旗下通义APP正式更名为千问APP,基于开源模型Qwen 3,公测版上线一周,下载量已突破1000万次,超宇ChatGPT、Sora、DeepSeek成为史上增长最快AI应用。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/MWIyNWQwZjQ4NTQyNjI4OTI5NDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWIyNWQwZjQ4NTQyNjI4OTI5NDE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1970957","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":null,"symbols":["IE0001KFT4U8.USD","00020","KSTmain","SG9999002224.SGD","09999","LU1226288170.HKD","GOOGL","GOOG","LU1429558221.USD","89888","06682","LU1221951129.SGD","LU2361045086.USD","06881","SG9999000327.SGD","LU0198837287.USD","LU0251144936.SGD","LU0965509101.SGD","BK4581","89988","LU0456827905.SGD","BK1095","601881","LU0444971666.USD","02121","IE00B031HY20.USD","ALBmain","IE00B19Z3B42.SGD","LU1813983027.USD","HBBD.SI","80020","SG9999002232.USD","LU0426417589.USD","LU2399975544.HKD","LU2362540622.SGD","LU0791591158.USD","LU0130518102.USD","USJW.SI","81024","LU0499858438.USD","IE00B775H168.HKD","LU1655091459.SGD","LU0228367735.SGD"],"gpt_icon":1},{"id":"2588133004","title":"中国银河(06881)完成兑付2025年度第二十一期短期融资券","url":"https://stock-news.laohu8.com/highlight/detail?id=2588133004","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588133004?lang=zh_cn&edition=full","pubTime":"2025-12-04 16:35","pubTimestamp":1764837323,"startTime":"0","endTime":"0","summary":"智通财经APP讯,中国银河(06881)发布公告,中国银河证券股份有限公司(以下简称“公司”)于2025年9月8日成功发行了中国银河证券股份有限公司2025年度第二十一期短期融资券(以下简称“本期短期融资券”),本期短期融资券发行额为人民币40亿元,票面利率为1.60%,短期融资券期限为86天,兑付日期为2025年12月3日。2025年12月3日,公司兑付了本期短期融资券本息共计人民币4,015,079,452.05元。","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/1377676.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":["06881","BK1147","BK1564","601881","BK0188","BK0276"],"gpt_icon":0},{"id":"2588024006","title":"国恩股份涨5.24%,中国银河一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2588024006","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588024006?lang=zh_cn&edition=full","pubTime":"2025-12-04 15:33","pubTimestamp":1764833634,"startTime":"0","endTime":"0","summary":"今日国恩股份涨5.24%,收盘报53.83元。2025年10月30日,中国银河研究员王鹏,翟启迪发布了对国恩股份的研报《业绩稳健增长,大化工持续进击》,该研报对国恩股份给出“买入”评级。研报中预计2025-2027年公司营收分别为212.38、254.37、305.22亿元;归母净利润分别为8.39、10.20、12.22亿元,同比分别增长24.07%、21.52%、19.79%;EPS分别为3.09、3.76、4.50元,对应PE分别为16.84、13.86、11.57倍,维持“推荐”评级。","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":"https://stock.stockstar.com/RB2025120400018462.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":"stockstar","symbols":["601881","002768"],"gpt_icon":0},{"id":"2588009859","title":"普天科技涨6.83%,中国银河一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2588009859","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588009859?lang=zh_cn&edition=full","pubTime":"2025-12-04 15:33","pubTimestamp":1764833626,"startTime":"0","endTime":"0","summary":"今日普天科技涨6.83%,收盘报29.89元。2025年10月28日,中国银河研究员赵良毕,刘璐发布了对普天科技的研报《普天科技公司首次覆盖报告:专网与智造筑基,空天算力打开新纪元》,该研报对普天科技给出“买入”评级。考虑公司未来太空算力卡位,首次覆盖,给予普天科技“推荐”评级。证券之星数据中心计算显示,对该股盈利预测较准的分析师团队为中信建投证券的黎韬扬。","market":"hk","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":"https://stock.stockstar.com/RB2025120400018459.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":"stockstar","symbols":["002544","601881"],"gpt_icon":0},{"id":"2588003769","title":"【券商聚焦】中国银河首予锅圈(02517)“推荐”评级 指其业绩有望实现长期快速增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2588003769","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588003769?lang=zh_cn&edition=full","pubTime":"2025-12-04 14:22","pubTimestamp":1764829334,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中国银河证券研报指,锅圈 创始人早年深耕餐饮行业,2015年创立锅圈主营B端火锅食材配送,2017年敏锐捕捉到C端场景化食材需求,开始转型为速冻食品零售业态,叠加疫情催化在家餐食场景需求,公司收入从2020年30亿元增长至2024年65亿元。","market":"hk","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":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1970906","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02517","601881"],"gpt_icon":0},{"id":"2588076388","title":"【券商聚焦】中国银河:2026年 2B物流行业或继续受益 需求提振效应更加显著","url":"https://stock-news.laohu8.com/highlight/detail?id=2588076388","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588076388?lang=zh_cn&edition=full","pubTime":"2025-12-04 09:04","pubTimestamp":1764810253,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中国银河证券表示,快递板块层面,当前下沉电商等新业态成为主要驱动力,且呈现显著的轻小件化趋势。反内卷政策成效持续释放,多地通过设定价格底线、配套罚款机制整治低价无序竞争,伴随行业格局进一步优化和智能网联车辆科技赋能,头部快递企业发力打造差异化竞争优势,高质量发展将继续作为未来发展方向。推动2B/危化物流方面,2026年,2B物流行业或继续受益,需求提振效应更加显著,量价表现转暖向好的趋势强化。叠加行业竞争格局继续优化整合,集中度持续提升,头部公司市场份额或进一步稳中有升,业绩潜力释放可期。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1970863","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":["BK1587","LU2213484517.USD","02057","601881","BK1604","BK1502","BK1541","02618","BK1564","06123","BK1147","06936","IE00B29SXG58.USD","BK1588","BK0276","BK1575","06881","BK0188","BK1151"],"gpt_icon":0},{"id":"2588060775","title":"中国上城股东将股票由中国银河证券香港转入中国银行(香港) 转仓市值406.81万港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2588060775","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588060775?lang=zh_cn&edition=full","pubTime":"2025-12-03 08:50","pubTimestamp":1764723000,"startTime":"0","endTime":"0","summary":"香港联交所最新资料显示,12月2日,中国上城(02330)股东将股票由中国银河证券香港转入中国银行(香港),转仓市值406.81万港元,占比6.28%。10月28日,中国上城发布公告,配售协议所载的所有 ...","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://stock.10jqka.com.cn/hks/20251203/c672917642.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":"tonghuashun","symbols":["BK0012","161027","601988","601881","BK0188","BK0278","BK0183","BK0276","BK0028","BK0015"],"gpt_icon":0},{"id":"2588364490","title":"【券商聚焦】中国银河:预计伴随政策的落地及商品房库存的逐步去化 房地产市场供需将实现平衡","url":"https://stock-news.laohu8.com/highlight/detail?id=2588364490","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588364490?lang=zh_cn&edition=full","pubTime":"2025-12-02 17:15","pubTimestamp":1764666911,"startTime":"0","endTime":"0","summary":"2025年,预计伴随政策的落地及商品房库存的逐步去化,房地产市场供需将实现平衡,新开工和竣工降幅有望继续收窄。房地产政策组合拳奠定了房地产行业去库存的大方向。一线城市快速响应,下调首付比例和房贷利率,稳地产节奏加快,有望促进供需结构改善、房企融资提速提振房地产市场信心,地产产业链有望触底回升,实现高质量发展。城市更新目前扩展至35个城市,未来有望进一步扩大试点范围。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1970755","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":["BK1564","03990","00960","BK1589","601881","BK1148","BK1521","BK0188","BK1240","IE0034224299.USD","BK0276","BK1555","000002","LU0348766576.USD","06881","LU0348767384.USD","BK1610","BK1147","09979","03383","01918","02777","02007","BK1507"],"gpt_icon":0},{"id":"2588387180","title":"中国银河证券:美联储降息预期再升温 矿冶博弈刺激铜价上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2588387180","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588387180?lang=zh_cn&edition=full","pubTime":"2025-12-02 15:58","pubTimestamp":1764662327,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中国银河证券发布研报称,近日,纽约联储主席威廉姆斯发表“就业下行风险增加,通胀上行风险减弱,近期内存在进一步调整联邦基金利率目标区间的空间”的鸽派言论,叠加非农报告数据显示劳动力市场潜在趋势依旧疲软后,市场对美联储12月降息的预期在上周重新升温。若冶炼端的减产发生或将使2026年的精铜供应更为紧张,进一步刺激铜价的上涨。","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/1376494.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":["SPXU","SSO","601881","BK0276","BK4588","ESmain","IVV","BK4504","SH","BK4550","06881","BK1564","BK4559","BK4585","OEX","MESmain","SPY","BK4581","SDS",".SPX","161027","UPRO","BK1147","BK4534","BK0188","OEF"],"gpt_icon":0},{"id":"2588704071","title":"【券商聚焦】中国银河:26年聚焦军工产业链上游、军贸、两机和装备智能化机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2588704071","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588704071?lang=zh_cn&edition=full","pubTime":"2025-12-02 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中国银河证券表示,26年聚焦军工产业链上游、军贸、两机和装备智能化机会。短期看,2026年作为“十五五”首年,主机端有望开启新一轮备货周期,军工产业链上游或将率先受益,订单端牵引最早于25年末启动。中期看,军贸需求迎重大拐点,带动装备总需求“量价”齐升,主机和关键分系统厂商显著获益。AI对发电侧的强劲需求有望带动燃机产业链持续强势。长期看,聚焦2027年建军百年重要节点,国防开支有望维持7%左右的较高增速,叠加新一代主战装备迭代加速和新质战斗力需求跃升,行业高景气有望延续。","market":"us","thumbnail":"https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1970678","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":["00317","161024","601881","02357","00031","BK1211","BK1154","BK1171","BK0276","06881","BK1564","BK1205","BK1240","BK1558","BK1589","01185","BK1147","BK1179","BK0188","00232"],"gpt_icon":0},{"id":"2588728448","title":"中国银河证券2026年钢铁业策略:政策催化可期 业绩改善共振","url":"https://stock-news.laohu8.com/highlight/detail?id=2588728448","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588728448?lang=zh_cn&edition=full","pubTime":"2025-12-01 16:52","pubTimestamp":1764579132,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中国银河证券发布研报称,2025Q1-Q3钢铁行业同比扭亏为盈,盈利能力显著改善。当前钢铁是良好的配置时点,政策支撑与业绩边际改善可期。中国银河证券主要观点如下:2025年回顾行业边际改善迹象已现。","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/1375979.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":["601881","BK0188","BK1147","06881","BK0276","161027","BK1564"],"gpt_icon":0},{"id":"2588106748","title":"中国银河证券:食品饮料行业新消费仍具持续性 传统消费有望迎来底部改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2588106748","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588106748?lang=zh_cn&edition=full","pubTime":"2025-12-01 11:41","pubTimestamp":1764560511,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中国银河证券发布研报称,11月食品饮料指数持续修复,相较于大盘已经实现超额收益,主要得益于市场风格切换以及CPI增速转正形成催化。板块内部来看,预加工食品、烘焙食品与乳制品涨幅居前。展望2026年,该行核心观点是新消费仍具持续性但内部将会轮动,而传统消费有望迎来底部改善。10个子板块中5个子板块实现月度正收益,其中预加工食品、乳品、烘焙食品涨幅居前,分别为+9.1%、+6.6%、+4.2%。","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/1375832.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":["161027","BK1147","000807.SH","159843","BK0276","06881","601881","BK0188","BK1564"],"gpt_icon":0},{"id":"2588175217","title":"中国银河证券:电芯价格持续上涨 动储需求有望持续上行","url":"https://stock-news.laohu8.com/highlight/detail?id=2588175217","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588175217?lang=zh_cn&edition=full","pubTime":"2025-12-01 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08:57","pubTimestamp":1764550651,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中国银河证券表示,2025年11月份,制造业采购经理指数 为49.2%,比上月上升0.2个百分点,景气水平有所改善。该机构指,本月制造业PMI指数季节性回升,生产、新订单指数均有所回暖,出口指数上涨明显,供需缺口收窄至0.8pct,表明经济有所企稳。尤其是出口的超预期上行或代表外需仍可对四季度经济起到拉动作用。","market":"sg","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":"1970593","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":["BK1564","BK0188","BK1147","601881","06881","BK0276"],"gpt_icon":0},{"id":"2587704795","title":"中国银河证券:通信行业长牛有望持续 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