港股詳情

本頁面由Tiger Trade Technology Pte. Ltd.提供服務

電視廣播

3.050

0.000

成交量：9.48萬

成交額：28.88萬

市值：14.24億

市盈率：-2.79

高：3.060

開：3.050

低：3.040

收：3.050

52周最高：4.620

52周最低：2.600

股本：4.67億

香港流通股本：4.67億

量比：0.63

換手率：0.02%

股息：- -

股息率：- -

每股收益(LYR):-1.094

淨資產收益率：-21.23%

總資產收益率：1.03%

市淨率：0.66

市盈率(LYR):-2.79

市銷率: 0.44

資料載入中...

總覽公司新聞資訊公告

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阿斯达克财经

TVB演員現身廣東一景區，已有多名藝人在景區再就業

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老戲骨國慶集體景區再上崗

電視廣播10月03日遭主力拋售12.4萬元

電視廣播10月02日遭主力拋售19.4萬元

2025，香港終成國產劇插件？

電視廣播(00511.HK)遭Silchester International Investors LLP減持30.52萬股

Silchester International Investors LLP減持電視廣播(00511)234.69萬股每股作價約3.46港元

電視廣播09月25日遭主力拋售49.4萬元

電視廣播09月24日遭主力拋售510.3萬元

電視廣播09月22日獲主力加倉159.6萬元

電視廣播：2025中期報告

香港交易所

電視廣播09月17日獲主力加倉86.6萬元

電視廣播09月15日主力淨流出62.5萬元散户資金買入

電視廣播09月04日遭主力拋售68.9萬元

小紅書遭TVB旗下公司起訴，公司暫無回應

【申萬宏源策略中報解析】科技TMT與製造全球競爭力凸顯——A股2025年中報分析之行業篇

申万宏源策略

電視廣播08月29日遭主力拋售69.6萬元

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11:22","pubTimestamp":1759980120,"startTime":"0","endTime":"0","summary":"《无线新闻》报道，有内地企业涉嫌透过在香港登记空壳公司，再在网上出售声称是“香港品牌”月饼。其中一个品牌在网上宣布终止经营。8月才在香港注册商标的“港龙半岛”，多个内地网购平台已再搜寻不到他们的专门店。公告显示他们自行停运，下月正式结业。TVB尝试致电他们在内地的制造商，办公时间未有人接听。至于另一品牌“九龙半岛”，部分网购平台显示，大部分月饼产品已经下架。TVB曾以顾客身份查询，职员指其实仍然有货，只是不再公开展示。他们的宣传品仍然介绍，月饼由香港监制。(da/j)AASTOCKS新闻","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20251008121230110_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20251008121230110_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1475409/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1475409/latest-news/AAFN","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":"aastocks_highlight","symbols":["BK1145","00511"],"gpt_icon":0},{"id":"2573805329","title":"TVB演員現身廣東一景區，已有多名藝人在景區再就業","url":"https://stock-news.laohu8.com/highlight/detail?id=2573805329","media":"中安在线","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2573805329?lang=zh_tw&edition=fundamental","pubTime":"2025-10-07 08:44","pubTimestamp":1759797840,"startTime":"0","endTime":"0","summary":"转自：红星新闻综合　　近日，62岁中国香港演员江华在广东一景区营业，再现TVB剧集《九五至尊》经典角色，和游客近距离互动，又唱又跳，给大家送祝福。　　据资料显示，江华，1962年11月19日出生于中国香港，中国香港男演员、歌手。","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/jjxw/2025-10-07/doc-infszpnt1656723.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":["BK1145","00511"],"gpt_icon":0},{"id":"2573603962","title":"電視廣播10月06日遭主力拋售57.2萬元","url":"https://stock-news.laohu8.com/highlight/detail?id=2573603962","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2573603962?lang=zh_tw&edition=fundamental","pubTime":"2025-10-06 16:15","pubTimestamp":1759738518,"startTime":"0","endTime":"0","summary":"10月06日, 电视广播股价跌2.04%，报收3.36元，成交金额296.5万元，换手率0.19%，振幅2.04%，量比1.17。电视广播今日主力资金净流出57.2万元，连续4日净流出，上一交易日主力净流出12.4万元。近一年数据显示，该股主力连续4日净流出后，次日下跌概率为33.33%，平均跌幅为2.31%。该股近5个交易日下跌0.59%，主力资金累计净流出122.8万元，其中1个交易日为股价上涨时净流出；近20日主力资金累计净流出500.6万元，其中净流出天数为11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=nesSN2025100616161694bc92d0&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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09:41","pubTimestamp":1759714860,"startTime":"0","endTime":"0","summary":"#国庆假期多位老戏骨在各地景区亮相#，罗家英在杭州宋城cosplay唐僧，重现《大话西游》经典角色，已过79岁的罗家英看起来状态不错，听到游客喊“师傅”，配合地比“耶”。1994年罗家英凭借出演《国产凌凌漆》及1995年的《大话西游》而被观众熟知。不只是罗家英，国庆长假期间，上海和广东等地的游客，陆续在景区“偶遇”岳跃利、郑国霖、李国麟等。两年后回到上海，参演电视剧《少年英雄方世玉》，随后正式出道。","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/2025-10-06/doc-infsxefv2742161.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":["00511","BK1145"],"gpt_icon":0},{"id":"2572685541","title":"電視廣播10月03日遭主力拋售12.4萬元","url":"https://stock-news.laohu8.com/highlight/detail?id=2572685541","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2572685541?lang=zh_tw&edition=fundamental","pubTime":"2025-10-03 16:16","pubTimestamp":1759479363,"startTime":"0","endTime":"0","summary":"10月03日, 电视广播股价跌0.58%，报收3.43元，成交金额86.0万元，换手率0.05%，振幅1.16%，量比0.29。电视广播今日主力资金净流出12.4万元，连续3日净流出，上一交易日主力净流出19.4万元。近一年数据显示，该股主力连续3日净流出后，次日下跌概率为60.00%，平均跌幅为1.40%。该股近5个交易日上涨0.88%，主力资金累计净流出98.9万元；近20日主力资金累计净流出485.0万元，其中净流出天数为11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=nesSN20251003162157a6abf140&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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16:15","pubTimestamp":1759392917,"startTime":"0","endTime":"0","summary":"10月02日，电视广播股价收平报3.45元，成交金额218.1万元，换手率0.14%，振幅1.74%，量比0.41。电视广播今日主力资金净流出19.4万元，上一交易日主力净流出69.5万元。该股主力净额占比0.01%，港股市场排名2465/2673。|10月02日主力加仓幅度排名||#|股票简称|主力净额占比|#|兆邦基生活|5.36%|#|铸帝控股|2.99%|#|环球战略集团|2.98%|#|...|...|#2464|电视广播|-0.01%|（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。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=nesSN2025100216161994b847f5&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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宣布五年合作框架、腾讯视频启动“港剧计划”，合拍与并线制度化。总而言之，尽管这种传导是一个漫长的过程，但香港在2025 年终于成为了国产剧插件。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1759155843180891750","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":"lanjinger_stock","symbols":["BK1145","00511"],"gpt_icon":0},{"id":"2571878217","title":"電視廣播(00511.HK)遭Silchester International Investors LLP減持30.52萬股","url":"https://stock-news.laohu8.com/highlight/detail?id=2571878217","media":"中金财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2571878217?lang=zh_tw&edition=fundamental","pubTime":"2025-09-29 07:27","pubTimestamp":1759102021,"startTime":"0","endTime":"0","summary":"格隆汇12月12日丨根据联交所最新权益披露资料显示，2024年12月10日，电视广播遭Silchester International Investors LLP在场内以每股均价3.1218港元减持30.52万股，涉资约95.28万港元。　　减持后，Silchester International Investors LLP最新持股数目为5127.88万股，持股比例由11.05%下降至10.98%。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。","market":"hk","thumbnail":" http://caiji.3g.cnfol.com/colect/202509/29/20250929628768.png","type":0,"news_type":0,"thumbnails":[" 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LLP减持电视广播(00511)234.69万股，每股作价3.4588港元，总金额约为811.75万港元。减持后最新持股数目为2756.42万股，最新持股比例为5.9%。","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/1349464.html","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":"stock_zhitongcaijing","symbols":["00511","BK1145"],"gpt_icon":0},{"id":"2570097101","title":"電視廣播09月25日遭主力拋售49.4萬元","url":"https://stock-news.laohu8.com/highlight/detail?id=2570097101","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2570097101?lang=zh_tw&edition=fundamental","pubTime":"2025-09-25 16:15","pubTimestamp":1758788147,"startTime":"0","endTime":"0","summary":"09月25日, 电视广播股价跌0.87%，报收3.42元，成交金额263.7万元，换手率0.16%，振幅1.74%，量比0.36。电视广播今日主力资金净流出49.4万元，连续3日净流出，上一交易日主力净流出510.3万元。近一年数据显示，该股主力连续3日净流出后，次日下跌概率为50.00%，平均跌幅为1.67%。该股近5个交易日下跌3.12%，主力资金累计净流出352.6万元；近20日主力资金累计净流出622.6万元，其中净流出天数为11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=nesSN2025092516283397a8da9b&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},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092516283397a8da9b&s=b","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":"tencent","symbols":["00511","BK1145"],"gpt_icon":0},{"id":"2570054195","title":"電視廣播09月24日遭主力拋售510.3萬元","url":"https://stock-news.laohu8.com/highlight/detail?id=2570054195","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2570054195?lang=zh_tw&edition=fundamental","pubTime":"2025-09-24 16:15","pubTimestamp":1758701733,"startTime":"0","endTime":"0","summary":"09月24日, 电视广播股价跌0.86%，报收3.45元，成交金额1402.6万元，换手率0.87%，振幅2.01%，量比2.38。电视广播今日主力资金净流出510.3万元，上一交易日主力净流出66.7万元。该股近5个交易日下跌1.71%，主力资金累计净流出291.6万元；近20日主力资金累计净流出883.6万元，其中净流出天数为11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=nesSN20250924170143a69ae957&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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电视广播股价涨0.29%，报收3.51元，成交金额1203.9万元，换手率0.73%，振幅4.57%，量比2.81。电视广播今日主力资金净流入159.6万元，连续5日净流入，上一交易日主力净流入114.3万元。该股近5个交易日上涨0.57%，主力资金累计净流入395.3万元，其中2个交易日为股价下跌时净流入；近20日主力资金累计净流出650.6万元，其中净流出天数为11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=nesSN20250922161626a72ee942&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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16:38","pubTimestamp":1758184718,"startTime":"0","endTime":"0","summary":"股东应占亏损收窄至1.08亿港元，较去年同期亏损1.43亿港元减少24%。每股亏损为0.23港元，董事会不建议派发中期股息。集团来自地面电视频道的广告收入同比增长4%至6.95亿港元，主要受惠于蓝筹企业客户强劲的广告活动及大湾区“B-roll”广告产品的持续贡献。电视广播公布2025年上半年业绩，期内总收入维持稳定于14.98亿港元，较去年同期的15.13亿港元轻微下跌1%。展望下半年，集团对地面电视频道和数字媒体资产的广告业务前景保持谨慎乐观。","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=nesSN20250918174639a7281f05&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},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250918174639a7281f05&s=b","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":"tencent","symbols":["BK1145","00511"],"gpt_icon":0},{"id":"2568444273","title":"電視廣播09月17日獲主力加倉86.6萬元","url":"https://stock-news.laohu8.com/highlight/detail?id=2568444273","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2568444273?lang=zh_tw&edition=fundamental","pubTime":"2025-09-17 16:15","pubTimestamp":1758096922,"startTime":"0","endTime":"0","summary":"09月17日, 电视广播股价涨1.15%，报收3.51元，成交金额676.7万元，换手率0.41%，振幅3.17%，量比2.37。电视广播今日主力资金净流入86.6万元，上一交易日主力净流入23.2万元。该股近5个交易日下跌2.21%，主力资金累计净流入62.2万元；近20日主力资金累计净流出677.4万元，其中净流出天数为11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=nesSN20250917161749a725eb27&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},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250917161749a725eb27&s=b","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":"tencent","symbols":["BK1145","00511"],"gpt_icon":0},{"id":"2567129910","title":"電視廣播09月15日主力淨流出62.5萬元 散户資金買入","url":"https://stock-news.laohu8.com/highlight/detail?id=2567129910","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2567129910?lang=zh_tw&edition=fundamental","pubTime":"2025-09-15 16:15","pubTimestamp":1757924144,"startTime":"0","endTime":"0","summary":"09月15日, 电视广播股价跌1.96%，报收3.51元，成交金额341.0万元，换手率0.21%，振幅2.79%，量比1.11。电视广播今日主力资金净流出62.5万元，上一交易日主力净流入29.2万元。该股近5个交易日下跌5.15%，主力资金累计净流出113.3万元；近20日主力资金累计净流出628.8万元，其中净流出天数为11日。该股主力净额占比0.04%，港股市场排名2460/2667。","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=nesSN20250915162020952e80d8&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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电视广播股价跌1.91%，报收3.59元，成交金额333.8万元，换手率0.20%，振幅4.37%，量比0.45。电视广播今日主力资金净流出68.9万元，上一交易日主力净流出18.2万元。该股近5个交易日下跌4.74%，主力资金累计净流出236.5万元，其中1个交易日为股价上涨时净流出；近20日主力资金累计净流出365.8万元，其中净流出天数为9日。该股主力净额占比0.04%，港股市场排名2434/2673。","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=nesSN20250904165432a70f4078&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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16:31","pubTimestamp":1756888260,"startTime":"0","endTime":"0","summary":"据天眼查显示，近日，小红书运营方行吟信息科技（上海）有限公司被TVB旗下的上海翡翠东方传播有限公司起诉，案号为沪0101民初26542号，案由是侵害作品信息网络传播权纠纷。该案件将于2025年10月13日14：00在上海市黄浦区人民法院合肥路四楼中法庭开庭审理。　　新浪科技就此询问小红书，公司暂无回应。　　此外，新浪科技注意到，行吟信息科技（上海）有限公司于2025年6月被上海市黄浦区人民法院列为被执行人。","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/chanjing/gsnews/2025-09-03/doc-infpfakk4508533.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":["00511","BK1145"],"gpt_icon":0},{"id":"2564810333","title":"【申萬宏源策略中報解析】科技TMT與製造全球競爭力凸顯——A股2025年中報分析之行業篇","url":"https://stock-news.laohu8.com/highlight/detail?id=2564810333","media":"申万宏源策略","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564810333?lang=zh_tw&edition=fundamental","pubTime":"2025-09-02 22:06","pubTimestamp":1756821982,"startTime":"0","endTime":"0","summary":"摘要2025年二季度，海外环境复杂多变，全球贸易关税冲突加剧，地缘政治风险再度抬头。尤其值得注意的是，代表中国全球竞争优势的制造业板块已初现复苏曙光。25Q2行业营收及扣非净利润同比降幅收窄，ROE自低位开始回升。A股盈利结构正逐步向中国具备全球竞争优势的制造业和周期行业集中。随着“反内卷”持续推进，周期与制造业供给出清有望延续，预计2025年下半年至2026年将达到极致状态。2025年二季度以来，医药和AI算力板块已有所表现。","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=nesSN20250902221429a70bc910&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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电视广播股价跌1.32%，报收3.75元，成交金额558.7万元，换手率0.32%，振幅2.89%，量比0.65。电视广播今日主力资金净流出69.6万元，连续4日净流出，上一交易日主力净流出310.5万元。该股近5个交易日下跌8.94%，主力资金累计净流出499.8万元；近20日主力资金累计净流出39.2万元，其中净流出天数为7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=nesSN20250829171040a7039c76&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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