601881 中国银河
已收盘 12-19 15:00:00
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喜临门涨5.42%,中国银河一个月前给出“买入”评级
证券之星 · 12-19 15:32
喜临门涨5.42%,中国银河一个月前给出“买入”评级
中国中免涨8.25%,中国银河一个月前给出“买入”评级
证券之星 · 12-19 15:32
中国中免涨8.25%,中国银河一个月前给出“买入”评级
【券商聚焦】中国银河点评11月美国非农数据:就业降温趋势明确,但仍符合“软着陆”路径
金吾财讯 · 12-18 16:49
【券商聚焦】中国银河点评11月美国非农数据:就业降温趋势明确,但仍符合“软着陆”路径
迪安诊断涨8.65%,中国银河一个月前给出“买入”评级
证券之星 · 12-18 15:35
迪安诊断涨8.65%,中国银河一个月前给出“买入”评级
洁美科技涨6.16%,中国银河一个月前给出“买入”评级
证券之星 · 12-18 15:35
洁美科技涨6.16%,中国银河一个月前给出“买入”评级
普天科技涨6.38%,中国银河一个月前给出“买入”评级
证券之星 · 12-18 15:34
普天科技涨6.38%,中国银河一个月前给出“买入”评级
美年健康涨10.05%,中国银河一个月前给出“买入”评级
证券之星 · 12-18 15:34
美年健康涨10.05%,中国银河一个月前给出“买入”评级
中国银河证券:业绩驱动+AI赋能为传媒业核心驱动 关注AI应用与内容板块
智通财经 · 12-18 14:55
中国银河证券:业绩驱动+AI赋能为传媒业核心驱动 关注AI应用与内容板块
中国银河:首次覆盖合合信息给予买入评级,目标价374.01元
证券之星 · 12-18 14:50
中国银河:首次覆盖合合信息给予买入评级,目标价374.01元
中国银河:首次覆盖宏润建设给予买入评级
证券之星 · 12-18 12:30
中国银河:首次覆盖宏润建设给予买入评级
中国银河证券:自免疾病蓝海市场 新靶点新机制推动行业快速发展
智通财经 · 12-18 10:56
中国银河证券:自免疾病蓝海市场 新靶点新机制推动行业快速发展
中国银河(06881)完成兑付2025年度第十三期短期融资券
智通财经 · 12-17
中国银河(06881)完成兑付2025年度第十三期短期融资券
吉比特涨5.37%,中国银河一个月前给出“买入”评级
证券之星 · 12-17
吉比特涨5.37%,中国银河一个月前给出“买入”评级
中国银河证券:新消费为食饮板块核心投资主线之一 未来重点看好大健康食品方向
智通财经 · 12-17
中国银河证券:新消费为食饮板块核心投资主线之一 未来重点看好大健康食品方向
中国银河证券:AI赋能消费电子市场 可穿戴腕表高端化趋势明显
智通财经 · 12-17
中国银河证券:AI赋能消费电子市场 可穿戴腕表高端化趋势明显
【券商聚焦】中国银河首予复宏汉霖(02696)“推荐”评级 指其部分产品显示广谱性及BIC潜力
金吾财讯 · 12-16
【券商聚焦】中国银河首予复宏汉霖(02696)“推荐”评级 指其部分产品显示广谱性及BIC潜力
中国银河证券:聚焦新质生产力与反内卷 风光储、锂电、机器人有望全面受益
智通财经 · 12-16
中国银河证券:聚焦新质生产力与反内卷 风光储、锂电、机器人有望全面受益
中国银河章俊:技术必须扎根产业土壤,方能避免沦为资本泡沫
21世纪经济报道 · 12-15
中国银河章俊:技术必须扎根产业土壤,方能避免沦为资本泡沫
中国银河:首次覆盖仕佳光子给予买入评级
证券之星 · 12-15
中国银河:首次覆盖仕佳光子给予买入评级
中国银河证券:反内卷+扩内需重塑格局 出海共振引领估值修复
智通财经 · 12-15
中国银河证券:反内卷+扩内需重塑格局 出海共振引领估值修复
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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15:32","pubTimestamp":1766129533,"startTime":"0","endTime":"0","summary":"今日喜临门涨5.42%,收盘报22.77元。2025年10月31日,中国银河研究员陈柏儒,韩勉发布了对喜临门的研报《渠道整合提速,智能睡眠引领行业》,该研报对喜临门给出“买入”评级。研报中预计公司2025/2026/2027年EPS分别为1.31/1.45/1.63元,10月29日收盘价30.5元对应PE为14X/12X/11X,维持“推荐”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36.24%。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金公司的林瑶。","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/RB2025121900017628.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":["603008","601881"],"gpt_icon":0},{"id":"2592088156","title":"中国中免涨8.25%,中国银河一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2592088156","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592088156?lang=zh_cn&edition=full","pubTime":"2025-12-19 15:32","pubTimestamp":1766129526,"startTime":"0","endTime":"0","summary":"今日中国中免涨8.25%,收盘报82.81元。2025年10月31日,中国银河研究员顾熹闽发布了对中国中免的研报《海南经营触底,市内政策优化有望贡献增量》,该研报对中国中免给出“买入”评级。基于当前政策已明确免税行业作为提振消费及扩大入境消费的重要渠道,公司作为行业龙头未来有望继续受益潜在政策优化宏利,维持“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国信证券的杨玉莹。","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/RB2025121900017625.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","601888","01880"],"gpt_icon":0},{"id":"2592976002","title":"【券商聚焦】中国银河点评11月美国非农数据:就业降温趋势明确,但仍符合“软着陆”路径","url":"https://stock-news.laohu8.com/highlight/detail?id=2592976002","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592976002?lang=zh_cn&edition=full","pubTime":"2025-12-18 16:49","pubTimestamp":1766047795,"startTime":"0","endTime":"0","summary":"10月新增非农就业人数环比大幅下降10.5万人,为2020年底以来最大降幅,9月则为10.8万人,近三个月就业波动显著加大。就业降温趋势明确,但仍符合“软着陆”路径:从就业本身看,无论是新增非农就业人数、私营部门新增就业,还是就业创造的行业广度,美国劳动力市场均已不再过热,就业继续缓慢回落,难以抵消消费和投资放缓的压力。","market":"nz","thumbnail":"https://static.szfiu.com/news/20210810/NjJlY2NjZTdjZjEwMTc4NjkxNjc4NQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NjJlY2NjZTdjZjEwMTc4NjkxNjc4NQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"295504","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":["GCmain","SGUmain","06881","BK1147","SGCmain","518880","IAU","159934","BK1564","SImain","GDX","DUST","NUGT","MGCmain","BK0276","BK0188","601881"],"gpt_icon":1},{"id":"2592597813","title":"迪安诊断涨8.65%,中国银河一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2592597813","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592597813?lang=zh_cn&edition=full","pubTime":"2025-12-18 15:35","pubTimestamp":1766043319,"startTime":"0","endTime":"0","summary":"今日迪安诊断(300244)涨8.65%,收盘报16.45元。2025年10月31日,中国银河研究员程培,孟熙发布了对迪安诊断的研报《2025年三季报业绩点评:经营质量持续回升,创新业务模式深化》,该研报对迪安诊断给出“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0.76%。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泰证券的江琦。迪安诊断(300244)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":"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/RB2025121800017879.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":["300244","601881"],"gpt_icon":0},{"id":"2592978175","title":"洁美科技涨6.16%,中国银河一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2592978175","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592978175?lang=zh_cn&edition=full","pubTime":"2025-12-18 15:35","pubTimestamp":1766043301,"startTime":"0","endTime":"0","summary":"今日洁美科技(002859)涨6.16%,收盘报30.52元。2025年10月31日,中国银河研究员钱德胜,高峰发布了对洁美科技的研报《2025年三季报点评:Q3营收创新高,整合资源加速扩张》,该研报对洁美科技给出“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59.14%。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华西证券的单慧伟。洁美科技(002859)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/RB2025121800017873.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","002859"],"gpt_icon":0},{"id":"2592789289","title":"普天科技涨6.38%,中国银河一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2592789289","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592789289?lang=zh_cn&edition=full","pubTime":"2025-12-18 15:34","pubTimestamp":1766043290,"startTime":"0","endTime":"0","summary":"今日普天科技涨6.38%,收盘报33.2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/RB2025121800017868.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":"2592978981","title":"美年健康涨10.05%,中国银河一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2592978981","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592978981?lang=zh_cn&edition=full","pubTime":"2025-12-18 15:34","pubTimestamp":1766043260,"startTime":"0","endTime":"0","summary":"今日美年健康涨10.05%,收盘报6.02元。2025年11月3日,中国银河研究员程培,李璐昕发布了对美年健康的研报《美年健康2025年三季报业绩点评:利润显著改善,AI与精细化运营促高质发展》,该研报对美年健康给出“买入”评级。研报中预计公司2025-2027年归母净利润分别为3.89/5.17/6.86亿元,同比增长37.7%、33.1%、32.5%,当前股价对应2025-2027年PE为56.71/42.59/32.15倍,维持“推荐”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26.07%。","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/RB2025121800017855.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","002044"],"gpt_icon":0},{"id":"2592592055","title":"中国银河证券:业绩驱动+AI赋能为传媒业核心驱动 关注AI应用与内容板块","url":"https://stock-news.laohu8.com/highlight/detail?id=2592592055","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592592055?lang=zh_cn&edition=full","pubTime":"2025-12-18 14:55","pubTimestamp":1766040937,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中国银河证券发布研报称,业绩驱动+AI赋能仍是传媒互联网行业增长的核心驱动力。建议关注AI投入不断增加、多重利好长期加持的港股互联网核心资产、AI赋能不断深化的AI应用及产业链相关相关子板块,以及优质内容不断产出、业绩释放确定性较高的内容板块。建议关注:1)港股互联网;2)AI应用及产业链相关;3)内容板块。","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/1383034.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":["BK0188","BK1564","161027","BK1147","601881","06881","BK0276"],"gpt_icon":0},{"id":"2592927418","title":"中国银河:首次覆盖合合信息给予买入评级,目标价374.01元","url":"https://stock-news.laohu8.com/highlight/detail?id=2592927418","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592927418?lang=zh_cn&edition=full","pubTime":"2025-12-18 14:50","pubTimestamp":1766040629,"startTime":"0","endTime":"0","summary":"中国银河证券股份有限公司吴砚靖,胡天昊近期对合合信息进行研究并发布了研究报告《智能文字识别龙头,AI驱动海外业务打开增长空间》,首次覆盖合合信息给予买入评级,目标价374.01元。公司C端产品在全球拥有亿级用户,截至2025年9月30日,主要产品月活用户达1.89亿。最新盈利预测明细如下:该股最近90天内共有13家机构给出评级,买入评级11家,增持评级2家;过去90天内机构目标均价为281.56。","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/RB2025121800017317.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","688615"],"gpt_icon":0},{"id":"2592024929","title":"中国银河:首次覆盖宏润建设给予买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2592024929","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592024929?lang=zh_cn&edition=full","pubTime":"2025-12-18 12:30","pubTimestamp":1766032247,"startTime":"0","endTime":"0","summary":"中国银河证券股份有限公司龙天光近期对宏润建设进行研究并发布了研究报告《主业稳中向好,机器人和新能源助成长》,首次覆盖宏润建设给予买入评级。截至2025年09月30日,公司第一大股浙江宏润控股有限公司持股30.48%。 单季度利润同比高增,经营现金流改善明显。 单季度新签合同额同比大幅增长。最新盈利预测明细如下:该股最近90天内共有3家机构给出评级,买入评级1家,增持评级2家。","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/RB2025121800015250.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","002062"],"gpt_icon":0},{"id":"2592926667","title":"中国银河证券:自免疾病蓝海市场 新靶点新机制推动行业快速发展","url":"https://stock-news.laohu8.com/highlight/detail?id=2592926667","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592926667?lang=zh_cn&edition=full","pubTime":"2025-12-18 10:56","pubTimestamp":1766026586,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中国银河证券发布研报称,自身免疫疾病影响全球超10%人群,市场规模仅次于肿瘤并持续增长。中国银河证券主要观点如下:自免疾病蓝海市场,新靶点新机制推动行业快速发展据《柳叶刀》2023年发表的报告显示,自身免疫疾病可能影响全球超过10%的人群健康,自免疾病患者规模正在迅速增长,自免药物市场规模仅次于肿瘤,处于快速发展期。","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/1382956.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":["BK0188","BK1147","161027","BK1564","BK0276","601881","06881"],"gpt_icon":0},{"id":"2592998474","title":"中国银河(06881)完成兑付2025年度第十三期短期融资券","url":"https://stock-news.laohu8.com/highlight/detail?id=2592998474","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592998474?lang=zh_cn&edition=full","pubTime":"2025-12-17 16:59","pubTimestamp":1765961956,"startTime":"0","endTime":"0","summary":"智通财经APP讯,中国银河(06881)发布公告,公司于2025年6月16日成功发行了中国银河证券股份有限公司2025年度第十三期短期融资券,本期短期融资券发行额为人民币40亿元,票面利率为1.64%,短期融资券期限为183天,兑付日期为2025年12月16日。2025年12月16日,公司兑付了本期短期融资券本息共计人民币4,032,889,863.01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/1382582.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","BK1564","BK0276","BK0188","601881","BK1147"],"gpt_icon":0},{"id":"2592964074","title":"吉比特涨5.37%,中国银河一个月前给出“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2592964074","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592964074?lang=zh_cn&edition=full","pubTime":"2025-12-17 15:33","pubTimestamp":1765956800,"startTime":"0","endTime":"0","summary":"今日吉比特涨5.37%,收盘报466.25元。2025年10月31日,中国银河研究员岳铮,祁天睿发布了对吉比特的研报《2025Q3业绩点评:业绩同比高增,关注《九牧之野》上线进度》,该研报对吉比特给出“买入”评级。研报中预计公司2025-2027年归母净利润分别为16.60/18.90/20.67亿元,对应PE为22x/19x/18x,维持“推荐”评级。此外,东吴证券研究员张良卫,中原证券研究员乔琪近期也对该股发布了研报,同样给出“买入”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/RB2025121700018653.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":["601881","603444"],"gpt_icon":0},{"id":"2592282969","title":"中国银河证券:新消费为食饮板块核心投资主线之一 未来重点看好大健康食品方向","url":"https://stock-news.laohu8.com/highlight/detail?id=2592282969","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592282969?lang=zh_cn&edition=full","pubTime":"2025-12-17 14:32","pubTimestamp":1765953131,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中国银河证券发布研报称,以新品类为代表的新消费是2025年食品饮料板块的核心投资主线之一,该行认为这一主线在2026年与未来长期均有望延续,但新品类内部或发生轮动,其中大健康食品是该行未来重点看好的投资方向。在此驱动下,近年来大健康食品迎来品类结构性繁荣,燕麦、核桃、运动健康、肠道管理等产品实现快速增长,相关上市公司业绩表现优异。","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/1382502.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":["BK0188","BK1564","06881","BK1147","161027","BK0276","601881"],"gpt_icon":0},{"id":"2592966640","title":"中国银河证券:AI赋能消费电子市场 可穿戴腕表高端化趋势明显","url":"https://stock-news.laohu8.com/highlight/detail?id=2592966640","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2592966640?lang=zh_cn&edition=full","pubTime":"2025-12-17 13:46","pubTimestamp":1765950361,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中国银河证券发布研报称,2025年,全球消费电子市场在传统品类增长放缓与以AI为代表的新动能崛起的“结构性分化”中前行,AI手机、AIPC、AI眼镜等新形态设备加速落地,行业竞争从单一产品比拼,转向以全场景体验为核心的生态构建。中国银河证券主要观点如下:行业数据跟踪1)手机:2025年Q3,全球智能手机出货量约为3.23亿台,同比增长2.6%。","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/1382484.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","06881","BK1147","161027","159732","BK0276","BK1564","BK0188"],"gpt_icon":0},{"id":"2591603079","title":"【券商聚焦】中国银河首予复宏汉霖(02696)“推荐”评级 指其部分产品显示广谱性及BIC潜力","url":"https://stock-news.laohu8.com/highlight/detail?id=2591603079","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591603079?lang=zh_cn&edition=full","pubTime":"2025-12-16 14:16","pubTimestamp":1765865816,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中国银河研报指出,复宏汉霖 创立于2010年,聚焦血液瘤、实体瘤、自身免疫疾病等领域,是国内最早布局生物类似药的企业。该机构表示,复宏汉霖以全球生物类似药研发和销售为基本盘,布局ADC、单抗等创新管线,部分产品显示广谱性及BIC潜力,后续业绩增长确定性较强,预计公司2025-2027年归母净利润为8.23/7.44/11.29亿元,对应当前股价PE为39/43/28倍,采取绝对估值法计算公司总市值为521-679亿元,首次覆盖,给予“推荐”评级。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971639","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":["02696","601881"],"gpt_icon":0},{"id":"2591967737","title":"中国银河证券:聚焦新质生产力与反内卷 风光储、锂电、机器人有望全面受益","url":"https://stock-news.laohu8.com/highlight/detail?id=2591967737","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591967737?lang=zh_cn&edition=full","pubTime":"2025-12-16 11:18","pubTimestamp":1765855130,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中国银河证券发布研报称,中央经济工作会议12月10日至11日在北京举行。中央经济工作会议通稿能源强国建设规划纲要,加快新型能源体系建设,扩大绿电应用,新能源依旧是十五五发展中心,聚焦新质生产力与反内卷,风光储、AIDC、锂电、机器人有望全面受益。反内卷引领风光锂盈利拐点向上会议提出制定全国统一大市场建设条例,深入整治“内卷式”竞争”。AI电力设备、储能、服务器电源优先受益。","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/1381968.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","06881","BK0276","161027","BK1147","BK0188","BK1564"],"gpt_icon":0},{"id":"2591697183","title":"中国银河章俊:技术必须扎根产业土壤,方能避免沦为资本泡沫","url":"https://stock-news.laohu8.com/highlight/detail?id=2591697183","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591697183?lang=zh_cn&edition=full","pubTime":"2025-12-15 13:14","pubTimestamp":1765775640,"startTime":"0","endTime":"0","summary":" “‘十五五’规划建议将科技创新与产业体系关系重新定位——技术必须扎根产业土壤,方能避免沦为资本泡沫。”在南方财经论坛2025年会证券业分论坛上,中国银河证券首席经济学家、研究院院长、中国银河国际副行政总裁章俊如是表示。 12月5日至6日,以“共识的力量——创新涌动,中国资产重估”为主题的南方财经论坛2025年会在广州召开。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2025-12-15/doc-inhawaum4241402.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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