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光大证券
10.280
-0.120
-1.15%
手动刷新
成交量:
1,212.26万
成交额:
1.23亿
市值:
473.99亿
市盈率:
16.19
高:
10.400
开:
10.400
低:
9.990
收:
10.400
数据加载中...
总览
公司
新闻
公告
【制冷剂景气度持续向好 龙头企业上半年大幅预增】制冷剂行业景气度持续向好,龙头企业今年上半年业绩有望集体爆发。近期,巨化股份、三美股份、永和股份、东阳光等多家氟化工上市公司陆续披露2025年半年度业绩预增公告,净利润预增幅度均在100%以上。多家券商在最新研报中对今年下半年的制冷剂景气度均持乐观态度。光大证券认为,总体来看,根据2025年制冷剂配额核发情况,第二代制冷剂基本符合预期,第三代制冷剂超预期削减,制冷剂供给端有序削减,需求端在国内以旧换新等政策催化下有望稳步增长,持续看好制冷剂行业景气度上行。
金融界
·
07-12
【新股消息 | 果下科技拟港股上市 中国证监会要求说明最近12个月内新增股东入股价格的合理性】智通财经APP获悉,7月1
智通财经
·
07-11
【媒体说】光大证券成功开展上交所公司债券续发行
市场资讯
·
07-11
【热门行业】中期业绩喜报频传 市场情绪持续修复 券商板块暴力拉升
金吾财讯
·
07-11
每日卖空追踪 | 光大证券 07月11日卖空量成交99.96万股,卖空比例为2.68%
市场透视
·
07-11
光大证券-汽车和汽车零部件行业无人物流车跟踪报告:商业化要素齐备,无人物流时代开启-250711
市场资讯
·
07-11
光大证券-巨化股份-600160-2025年半年度业绩预告点评:制冷剂高景气延续,Q2业绩高增长-250710
市场资讯
·
07-10
光大证券07月10日主力净流入633.6万元 散户资金抛售
市场透视
·
07-10
光大证券:OPEC+超预期加速增产 下半年油运景气有望回升
中国金融信息网
·
07-10
光大证券研报表示展望下半年油运市场受原油消费需求疲软和OPEC+增产两方面因素影响。预计原油消费需求方面的扰动因素较少当
智通财经
·
07-10
光大证券:腾讯音乐持续构建内容生态,创新订阅模式及功能
光大证券研究
·
07-10
光大证券中标银川市公共交通有限公司ABS牵头券商选聘项目
DoNews
·
07-10
创全市场同类债券发行利率历史新低 光大证券助力华能集团成功发行科创可续期公司债
光大证券
·
07-09
每日卖空追踪 | 光大证券 07月09日卖空量成交52.86万股,卖空比例为6.63%
市场透视
·
07-09
上市券商领军人物领导力TOP榜丨行业特色发展券商榜单:光大证券刘秋明第七 行业数据评价排名处于全行业中游
新浪证券
·
07-09
光大证券-鸿路钢构-002541-2025年半年度经营数据点评:Q2加工费或环比提升,接单量及产量实现两位数增长-250708
市场资讯
·
07-08
光大证券07月08日获主力加仓14.3万元
市场透视
·
07-08
每日卖空追踪 | 光大证券 07月07日卖空量成交38.3万股,卖空比例为7.54%
市场透视
·
07-07
光大证券07月07日获主力加仓213.0万元
市场透视
·
07-07
“银伟达”来了!密集历史新高
东方财富研究中心
·
07-04
更多
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07:53","pubTimestamp":1752278010,"startTime":"0","endTime":"0","summary":"制冷剂行业景气度持续向好,龙头企业今年上半年业绩有望集体爆发。近期,巨化股份、三美股份、永和股份、东阳光等多家氟化工上市公司陆续披露2025年半年度业绩预增公告,净利润预增幅度均在100%以上。多家券商在最新研报中对今年下半年的制冷剂景气度均持乐观态度。光大证券认为,总体来看,根据2025年制冷剂配额核发情况,第二代制冷剂基本符合预期,第三代制冷剂超预期削减,制冷剂供给端有序削减,需求端在国内以旧换新等政策催化下有望稳步增长,持续看好制冷剂行业景气度上行。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/07/12075351646981.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["600673","600160","605020","603379","601788","06178"],"gpt_icon":0},{"id":"2550195835","title":"【新股消息 | 果下科技拟港股上市 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19:01","pubTimestamp":1752231660,"startTime":"0","endTime":"0","summary":"7月9日,光大证券股份有限公司在上海证券交易所成功开展2025年公开发公司债券(第二期)的续发行簿记,续发规模10亿元。续发完成后,单只债券规模由15亿元增至25亿元。本次续发行债券成功吸引了银行、理财子公司、公募基金、证券公司等多元化投资者的踊跃参与,全场倍数达3.05倍,体现了市场对交易所公司债券续发行这一创新机制的高度认可。","market":"sg","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/roll/2025-07-11/doc-inffcarm9212925.shtml","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":"sina","symbols":["06178","BK1147","BK0012","BK0183","BK0028","BK0276","BK1564","601788","BK0188"],"gpt_icon":0},{"id":"2550980734","title":"【热门行业】中期业绩喜报频传 市场情绪持续修复 券商板块暴力拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=2550980734","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550980734?lang=zh_cn&edition=fundamental","pubTime":"2025-07-11 16:35","pubTimestamp":1752222913,"startTime":"0","endTime":"0","summary":"不过,中报业绩预告密集披露的窗口期即将来临,先发披露的券商喜讯频传,为券商股近期的补涨行情提供了直接动力。民生证券表示,年初至今政策定调积极,降准降息等政策逐步落地,有望提振市场情绪并推动估值持续修复。券商方面,交投活跃度提升,稳市力度加大推动资本市场平稳运行,券商业绩修复趋势有望延续;科创板新政有望推动券商投行收入稳步修复,关注IPO提速期券商投资机遇。","market":"other","thumbnail":"https://static.szfiu.com/news/20250106/NDdkYmY2NGUzZGQ4YzY5MzkwZTM0MzQwMzk2Mjg3Mzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/NDdkYmY2NGUzZGQ4YzY5MzkwZTM0MzQwMzk2Mjg3Mzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1962107","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":["03678","06030","06881","01461","399300","06066","06886","06178","BK1516","BK1564","LU1794554557.SGD","LU1720050803.USD","06099","03908","02611","01375","SG9999001093.SGD","01456","03958","06806","IPO","SG9999002828.SGD","BK1501","BK1147","159982","06058","01776","BK1521"],"gpt_icon":0},{"id":"2550939775","title":"每日卖空追踪 | 光大证券 07月11日卖空量成交99.96万股,卖空比例为2.68%","url":"https://stock-news.laohu8.com/highlight/detail?id=2550939775","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550939775?lang=zh_cn&edition=fundamental","pubTime":"2025-07-11 16:30","pubTimestamp":1752222635,"startTime":"0","endTime":"0","summary":"光大证券北京时间07月11日,涨6.11%,卖空量成交99.96万股%,较上一交易日增加25.29%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250711172735a6a37f47&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, 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预计2030E无人物流车市场规模可超百亿:国内社会物流需求不断增加,无人物流车可解决人力成本上升+从业人员数量增长与业务量增长速度不匹配的问题,当前无人物流车渗透率仅约0.1%,发展空间广阔。我们判断,无人物流车替代车型将由微卡、面包车等逐步延伸至轻卡、中卡、以及重卡,预计2030E无人物流车销量有望超80万辆、市场规模或超百亿元。","market":"other","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/roll/2025-07-11/doc-inffafmt1003494.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":["06178","BK0183","BK0012","BK0028","BK1564","BK1147","601788","BK0276","BK0188"],"gpt_icon":0},{"id":"2550647349","title":"光大证券-巨化股份-600160-2025年半年度业绩预告点评:制冷剂高景气延续,Q2业绩高增长-250710","url":"https://stock-news.laohu8.com/highlight/detail?id=2550647349","media":"市场资讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550647349?lang=zh_cn&edition=fundamental","pubTime":"2025-07-10 19:09","pubTimestamp":1752145740,"startTime":"0","endTime":"0","summary":"制冷剂行业景气上行,带动公司盈利能力显著提升,致2025年H1业绩同比大幅增长。 展望2025年,制冷剂供给端持续缩减,看好行业景气持续上行。三代制冷剂生产和内用配额分别为79.19万吨、38.96万吨,其中R32生产配额为28.03万吨,增发4.08万吨,超出24年9月征求意见稿4.5万吨的预期。","market":"other","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/roll/2025-07-10/doc-infeyxsn0134658.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["600160","BK0196","601788","BK1564","BK0183","BK0028","BK0188","BK0044","BK1147","BK0015","BK0276","BK0229","06178","BK0012"],"gpt_icon":0},{"id":"2550528617","title":"光大证券07月10日主力净流入633.6万元 散户资金抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=2550528617","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550528617?lang=zh_cn&edition=fundamental","pubTime":"2025-07-10 16:15","pubTimestamp":1752135336,"startTime":"0","endTime":"0","summary":"07月10日, 光大证券股价涨3.50%,报收9.16元,成交金额1.1亿元,换手率1.75%,振幅4.97%,量比1.38。光大证券今日主力资金净流入633.6万元,上一交易日主力净流出444.7万元。该股近5个交易日上涨3.50%,主力资金累计净流入811.0万元,其中1个交易日为股价下跌时净流入;近20日主力资金累计净流入1248.5万元,其中净流入天数为13日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250710165503a4422ee6&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, 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光大证券研报表示,展望下半年,油运市场受原油消费需求疲软和OPEC+增产两方面因素影响。预计原油消费需求方面的扰动因素较少,当前需求有望随贸易冲突缓和以及宏观经济向好实现边际改善,而OPEC+的超预期增产有望持续提振原油运输需求,2025年下半年油运景气有望回升。","market":"other","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/jjxw/2025-07-10/doc-infexwev1963135.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":"sina","symbols":["SCO","QMmain","601788","BK1564","BK4588","BK0012","BK0276","BK4570","DDG","DUG","BK1147","06178","BK0183","CLmain","BK4585","BK0188","BK0028","UCO","USO","DWT","BZmain"],"gpt_icon":0},{"id":"2550809664","title":"光大证券研报表示展望下半年油运市场受原油消费需求疲软和OPEC+增产两方面因素影响。预计原油消费需求方面的扰动因素较少当","url":"https://stock-news.laohu8.com/highlight/detail?id=2550809664","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550809664?lang=zh_cn&edition=fundamental","pubTime":"2025-07-10 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01:39","pubTimestamp":1752082742,"startTime":"0","endTime":"0","summary":"天眼查App显示,2025年7月8日,银川市公共交通有限公司公交票款收费权ABS牵头券商选聘项目发布中标结果公告。该项目由银川市公共交通有限公司采购,光大证券股份有限公司以0.28%的报价成功中标。此次招标类型为中标结果公告,公告发布于宁夏回族自治区公共资源交易网及中国招标投标公共服务平台。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250710013950979fea96&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, 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15:32","pubTimestamp":1752046320,"startTime":"0","endTime":"0","summary":"近日,新浪财经首届上市券商领军人物领导力TOP榜结果出炉,光大证券总裁刘秋明荣获行业特色发展券商第7名。该榜单盘点最近一个完整年度的券商领袖管理成就,以行业数据、同业评价、网络声量多维度综合评价体系为基础,以创造经济与社会价值为核心标准,表彰杰出领袖,助力金融行业持续健康发展。 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