晨会纪要

平安证券股份有...2025-06-30

今日重点推荐：【平安证券】策略月报*7月十大金股推荐*20250629研究分析师 : 陈潇榕投资咨询资格编号 : S1060523110001研究分析师 : 陈福栋投资咨询资格编号 : S1060524100001研究分析师 : 许淼投资咨询资格编号 : S1060525020001研究分析师 : 郝思婧投资咨询资格编号 : S1060521070001研究分析师 : 魏伟投资咨询资格...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2547905674?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-06-30 00:00","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2547905674","market":"sh","top_or_hot":-1,"title":"晨会纪要","media":"平安证券股份有...","content":"<div>\n<p>今日重点推荐：【平安证券】策略月报*7月十大金股推荐*20250629研究分析师 : 陈潇榕 投资咨询资格编号 : S1060523110001研究分析师 : 陈福栋 投资咨询资格编号 : S1060524100001研究分析师 : 许淼 投资咨询资格编号 : S1060525020001研究分析师 : 郝思婧 投资咨询资格编号 : S1060521070001研究分析师 : 魏伟 投资咨询资格...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250630135236979430a6&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>晨会纪要</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n晨会纪要\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-30 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250630135236979430a6&s=b><strong>平安证券股份有...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日重点推荐：【平安证券】策略月报*7月十大金股推荐*20250629研究分析师 : 陈潇榕 投资咨询资格编号 : S1060523110001研究分析师 : 陈福栋 投资咨询资格编号 : S1060524100001研究分析师 : 许淼 投资咨询资格编号 : S1060525020001研究分析师 : 郝思婧 投资咨询资格编号 : S1060521070001研究分析师 : 魏伟 投资咨询资格...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250630135236979430a6&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"603590","symbol_name":"康辰药业","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250630135236979430a6&s=b","article_id":"2547905674","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250630135236979430a6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2547905674","pubTimestamp":1751212800,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"整车方面，看好在高端化方面具备明显品牌特色并具备较高盈利潜力的车企，推荐理想汽车、赛力斯、长城汽车、小米集团，推荐高分红标的宇通客车。WSTS预测全球半导体市场2025年预计以11.2%增速增至7008.74亿美元；2026年市场将再增8.5%至7607亿美元。我们认为，2025年，在AIGC和消费类下游需求向好的加持下，半导体行业将继续向好，同时我国半导体产业国产化替代进程有望进一步提速，建议关注AI+自主可控的投资机会，尤其是后续国产化替代空间较大的领域。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"82333":"长城汽车-R","600066":"宇通客车","600660":"福耀玻璃","601127":"赛力斯","601166":"兴业银行","601601":"中国太保","601615":"明阳智能","601633":"长城汽车","603590":"康辰药业","603893":"瑞芯微","603986":"兆易创新","603993":"洛阳钼业","688012":"中微公司","688018":"乐鑫科技","688019":"安集科技","688049":"炬芯科技","688052":"纳芯微","688099":"晶晨股份","688111":"金山办公","688120":"华海清科","688220":"翱捷科技","688332":"中科蓝讯","688361":"中科飞测","688458":"美芯晟","688484":"南芯科技","688513":"苑东生物","688536":"思瑞浦","688591":"泰凌微","688608":"恒玄科技","688720":"艾森股份","02333":"长城汽车","BK0014":"新能源汽车","03606":"福耀玻璃","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","BK0196":"行业龙头","02601":"中国太保","09660":"地平线机器人-W","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","LU1146622755.USD":"安本中国A股股票基金A Acc","LU2460026573.USD":"abrdn SICAV I -  CHINA NEXT GENERATION \"A\" (USD) ACC","BK0264":"汽车制造","LI":"理想汽车","BK0183":"MSCI概念","BK0188":"融资融券","LU1820825898.SGD":"Aberdeen Standard SICAV I - China A Share Equity A Acc SGD-H","BK0012":"证金概念","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","BK0187":"一线龙头","BK0015":"沪股通50","03993":"洛阳钼业","BK0028":"国家队","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","02015":"理想汽车-W","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H"},"translate_title":"Morning Meeting Minutes","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"82333":0.9,"600066":0.9,"600660":0.9,"601127":0.9,"601166":0.9,"601601":0.9,"601615":0.9,"601633":0.9,"603590":0.9,"603893":0.9,"603986":0.9,"603993":0.9,"688012":0.9,"688018":0.9,"688019":0.9,"688049":0.9,"688052":0.9,"688099":0.9,"688111":0.9,"688120":0.9,"688220":0.9,"688332":0.9,"688361":0.9,"688458":0.9,"688484":0.9,"688513":0.9,"688536":0.9,"688591":0.9,"688608":0.9,"688720":0.9,"02015":0.9,"LI":0.9,"03993":0.9,"09660":0.9,"02601":0.9,"02333":0.9,"03606":0.9},"content_text":"今日重点推荐：【平安证券】策略月报*7月十大金股推荐*20250629研究分析师 : 陈潇榕 投资咨询资格编号 : S1060523110001研究分析师 : 陈福栋 投资咨询资格编号 : S1060524100001研究分析师 : 许淼 投资咨询资格编号 : S1060525020001研究分析师 : 郝思婧 投资咨询资格编号 : S1060521070001研究分析师 : 魏伟 投资咨询资格编号 : S1060513060001研究分析师 : 王跟海 投资咨询资格编号 : S1060523080001研究分析师 : 李冰婷 投资咨询资格编号 : S1060520040002研究分析师 : 韩盟盟 投资咨询资格编号 : S1060519060002研究分析师 : 张亚婕 投资咨询资格编号 : S1060517110001研究分析师 : 闫磊 投资咨询资格编号 : S1060517070006研究分析师 : 皮秀 投资咨询资格编号 : S1060517070004研究助理 : 王佳一 一般证券从业资格编号 : S1060123070023核心观点 : 我们认为在内部增量金融政策支持+外部风险边际缓和的背景下，短期市场风险偏好修复有望持续，权益市场中枢仍有上移空间，高景气产业的结构性机会增加。配置上，建议关注四个方向：一是国产科技创新板块（创新药/国产AI/半导体等）；二是先进制造板块（汽车/智驾/风电等）；三是有色金属板块（以铜为代表的涨价链）；四是直接受益于金融改革开放+高股息优势的金融板块（非银/银行等）。7月建议关注十大金股：苑东生物、康辰药业、宇信科技、金山办公、北方华创、明阳智能、赛力斯、洛阳钼业、兴业银行、中国太保。【平安证券】行业半年度策略报告*汽车*高端化筑牢车企造血根基——汽车行业2025年中期策略报告*强于大市20250628研究分析师 : 王跟海 投资咨询资格编号 : S1060523080001研究分析师 : 王德安 投资咨询资格编号 : S1060511010006核心观点 : 当前市场融资环境趋紧，车企融资能力分化，新能源车企实现自我造血的迫切性凸显。经济型市场竞争仍依赖性价比，采取跟随战略的车企一般倾向于牺牲利润换取市场份额，而高端化市场的竞争维度更多元，盈利质量显著优于经济型市场。整车方面，看好在高端化方面具备明显品牌特色并具备较高盈利潜力的车企，推荐理想汽车、赛力斯、长城汽车、小米集团，推荐高分红标的宇通客车。看好受益于智能辅助驾驶普及的智驾供应商以及具备汽车产业链话语权的供应商，推荐地平线机器人、福耀玻璃。【平安证券】行业半年度策略报告*半导体*“AI+国产化”双轮驱动，并购整合浪潮已掀起——半导体行业2025年中期策略报告*强于大市20250627研究分析师 : 徐碧云 投资咨询资格编号 : S1060523070002核心观点 : 根据WSTS的数据，2024年全球半导体市场规模同比增长19.7%，达到约6305.49亿美元。WSTS预测全球半导体市场2025年预计以11.2%增速增至7008.74亿美元；2026年市场将再增8.5%至7607亿美元。我们认为，2025年，在AIGC和消费类下游需求向好的加持下，半导体行业将继续向好，同时我国半导体产业国产化替代进程有望进一步提速，建议关注AI+自主可控的投资机会，尤其是后续国产化替代空间较大的领域。1）AI端侧推荐恒玄科技，关注乐鑫科技、瑞芯微、晶晨股份、泰凌微、炬芯科技、星宸科技、中科蓝讯、翱捷科技；2）设备环节，推荐北方华创、华海清科、中微公司、中科飞测；材料环节，推荐鼎龙股份、安集科技、艾森股份等；3）设计环节，推荐兆易创新、圣邦股份、纳芯微、思瑞浦，关注美芯晟、南芯科技等；4）EDA环节，推荐华大九天。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"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":"4.36.0","shortVersion":"4.36.0","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},"href":"/m/news/2547905674","isCrawlerRequest":true}