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港股
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本頁面由Tiger Trade Technology Pte. Ltd.提供服務
國泰海通
14.690
+0.470
3.31%
手動刷新
成交量:
1,271.33萬
成交額:
1.87億
市值:
2,589.70億
市盈率:
7.36
高:
14.980
開:
14.220
低:
14.220
收:
14.220
52周最高:
18.530
52周最低:
10.124
股本:
176.29億
香港流通股本:
35.06億
量比:
1.78
換手率:
0.36%
股息:
0.57
股息率:
3.91%
每股收益(LYR):
1.996
淨資產收益率:
11.14%
總資產收益率:
1.84%
市淨率:
0.68
市盈率(LYR):
7.36
市銷率:
3.72
資料載入中...
總覽
公司
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的“增持”评级,维持目标价3.42港元。报告观点为,公司剥离非核心业务导致收入阶段性承压,但多级流转云保持强劲增长,AI与国际化战略驱动效率提升与成本优化,回购计划彰显长期信心。AI与国际化构成关键驱动力。AI同时驱动运营优化,研发费用同比下降19%。国际化业务有望成为第二增长曲线,通过加速跨境贸易走廊SC+战略,以高质量增长驱动毛利率稳步提升。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/MWY0ODA2ODZlZDJkOGFjZmU0MjQxNzIxNjM4MTkyODI0OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MWY0ODA2ODZlZDJkOGFjZmU0MjQxNzIxNjM4MTkyODI0OA==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978651","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":["ARTY","CHAT","09959","AGIX","02611","AIPO","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626609541","title":"國泰海通:全球煤炭「邊際定價」更加清晰 煤價中樞有望持續提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2626609541","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626609541?lang=zh_tw&edition=fundamental","pubTime":"2026-04-10 16:07","pubTimestamp":1775808466,"startTime":"0","endTime":"0","summary":"2026年地缘冲突只是提前挑动全球供需平衡表紧平衡的到来;中长期看,在需求持续抬升而贸易量萎缩下,全球煤炭“边际定价”更加清晰,煤价中枢有望持续提升,战略性看多全球煤炭资源。这意味着,一个占比不足15%的市场,决定了全球煤炭价格的波动与中枢。更重要的全球海运贸易煤更加趋紧,边际定价抬升全球中枢更加重要的是全球贸易平衡表,这代表决定全球煤炭供需的最边际变化市场。","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/1427043.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","BK0183","BK1538","BK0028","BK1178","BK1147","02611","BK0201","601211","BK0184","161032","03668","BK0012","BK0276","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626161590","title":"《輪動華泰》蔚來發布新品挫逾半成 鋰礦股普遍造好","url":"https://stock-news.laohu8.com/highlight/detail?id=2626161590","media":"阿斯达克财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626161590?lang=zh_tw&edition=fundamental","pubTime":"2026-04-10 14:17","pubTimestamp":1775801820,"startTime":"0","endTime":"0","summary":"锂业股份普遍造好,天齐锂业、赣锋锂业、宁德时代均涨近半成。同业蔚来全新旗舰大型SUV─ES9正式发布并开启预售,股价逆市下跌,最多跌7%。*笔者为证监会持牌人士,并无持有上述之相关资产。结构性产品为无抵押产品。若发行人无力偿债或违反其责任,投资者可能无法收回部分甚或全部应收款项。结构性产品价格可升亦可跌,持有人可能会损失全部投资。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240722122134698_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20240722122134698_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1516867/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.1516867/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["09696","601211","300750","03908","TCEHY","03750","BABA","002460","000776","00100","02611","600999","00700","601995","BK1119","01772","02513","06030","LI","NIO","002466","01776","601066","06066","02015","06099","600030","09988","CIIHY","BK1588","09866","NIO.SI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626316389","title":"滴普科技(01384)暴漲27.42% 國泰海通指其營收駛入快車道 首予「增持」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2626316389","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626316389?lang=zh_tw&edition=fundamental","pubTime":"2026-04-10 11:32","pubTimestamp":1775791972,"startTime":"0","endTime":"0","summary":"金吾财讯 | 滴普科技(01384)股价强势拉升,截至发稿,报38.04港元,大涨27.42%,成交额5.18亿港元。消息面上,国泰海通证券表示,公司在专注于为企业提供企业级大模型人工智能应用解决方案,核心业务包括Deepexi企业大模型,FastAGI企业智能体平台,受益“开源基础模型具备成本效益+行业场景对智能解决方案的需求”,营收驶入快车道。首次覆盖,给予“增持”评级。预计2026-2028年营收分别为8.70、16.85、28.87亿元,按照PS估值,最终给予公司2026年20倍PS,对应估值为174.04亿元,对应目标价为61.10港元(1元人民币兑换1.1468港元)。","market":"us","thumbnail":"https://static.szfiu.com/news/20250110/MjA1YmE2ZTUwNGJlNDY3ODMxMDE0ODI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MjA1YmE2ZTUwNGJlNDY3ODMxMDE0ODI=.jpg"],"rights":null,"property":["rate","earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978624","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":["01384","02611"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626079150","title":"【券商聚焦】國泰海通:棉價進入重要窗口期 建議重點關注後續美棉價格變化","url":"https://stock-news.laohu8.com/highlight/detail?id=2626079150","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626079150?lang=zh_tw&edition=fundamental","pubTime":"2026-04-10 10:49","pubTimestamp":1775789388,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国泰海通证券表示,上周棉价、棉纱价格普涨,巴西新棉季种植完成、减产确定。棉价进入重要窗口期。巴西、美国两大棉花出口国“双减”趋势确立,美棉价格在成本倒挂与基差修复双重信号下,底部特征明确,看好美棉价格上行通道开启。当前棉价进入重要窗口期:巴西播种已于3月初完成、后续跟踪天气变化、生长情况,而美国、中国即将进入新棉季播种期。建议重点关注后续美棉价格变化。","market":"other","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":"1978618","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":["BK0201","BK0184","BK0183","BK0188","BK0012","601211","BK0276","02611","BK1147","BK1564","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626150078","title":"【券商聚焦】國泰海通:移動電源新國標帶來門檻抬升成本上行 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国泰海通证券表示,25年移动电源安全问题频发,3C监管趋严政策密集出台。26年4月移动电源新国标落地,预计27年4月正式实施。新国标将大幅提高移动电源制造门槛,预计近七成现有产能因无法达标将被迫退出市场,大量没有品控和研发能力的贴牌商品也或将面临市场出清风险。新国标下品牌渠道重要性提升,关注新进入者机会。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/MjAwMmJhMzhlMzU2ODgyNzA0NzY4MTcyNA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MjAwMmJhMzhlMzU2ODgyNzA0NzY4MTcyNA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978616","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02611","601211","BK0188","BK0184","BK1147","BK0276","BK1564","BK0183","BK0012","BK0201","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626856168","title":"【券商聚焦】國泰海通:2026年為體育賽事大年 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12:17","pubTimestamp":1775708221,"startTime":"0","endTime":"0","summary":"近日,国泰海通证券发布研报称,行业深度调整期,珍酒李渡通过万商联盟、产品焕新等举措,已开启渠道与产品双向重构,为2026年业绩复苏奠定基础,看好公司创新破局的长期价值,维持“增持”评级。珍酒李渡全年实现营业收入36.50亿元,经调整净利润5.23亿元,同比出现下滑,符合市场预期。 国泰海通证券认为,珍酒李渡创新模式有望加强客户绑定、实现渠道共赢,以差异化方式破局。","market":"hk","thumbnail":" http://caiji.3g.cnfol.com/colect/202604/09/20260409361708.png","type":0,"news_type":0,"thumbnails":[" http://caiji.3g.cnfol.com/colect/202604/09/20260409361708.png"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260409/32133299.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":"zhongjincaijing_highlight","symbols":["83189","03189","06979","02611"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2626971609","title":"國泰海通:線下消費新支柱 體育產業向七萬億進發","url":"https://stock-news.laohu8.com/highlight/detail?id=2626971609","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626971609?lang=zh_tw&edition=fundamental","pubTime":"2026-04-09 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指中國AI企業加速商業化落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2626885971","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2626885971?lang=zh_tw&edition=fundamental","pubTime":"2026-04-09 09:26","pubTimestamp":1775698014,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国泰海通研究指出,本周,Anthropic“被迫开源”随后封杀Openclaw;OpenAI完成1220亿美元巨额融资,投后估值8520亿美元,但二级市场老股交易估值折价,显现估值分歧;Arm推出首款自研AGICPU,从IP授权商转型计算平台提供商,切入数据中心市场,重构AI算力格局。该机构维持计算机板块“增持”评级。国泰海通表示,中国AI企业正加速从技术突破走向商业化落地与工具泛化。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1978464","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":["LU0449515922.USD","LU0348827113.USD","LU0762540952.USD","LU0315179316.USD","LU0228659784.USD","LU1196710864.SGD","LU0320764599.SGD","BK1587","LU0029874905.USD","LU0348805143.USD","LU0348783233.USD","LU0181495838.USD","LU2097828714.EUR","SGXZ86797644.SGD","LU0819123356.HKD","LU0502904849.HKD","LU0862451837.USD","LU2097829019.USD","LU0052750758.USD","LU1323998911.USD","LU2488822045.USD","BK1583","LU2125910500.SGD","LU1044874839.SGD","LU0469268626.HKD","LU0594300179.USD","LU1813983027.USD","ALBmain","LU0061477393.USD","LU0229945570.USD","LU0594300419.USD","BK1521","LU1642822792.SGD","LU0348766576.USD","LU1282649141.HKD","LU0593848301.USD","LU0516422440.USD","SG9999001069.SGD","LU1720051108.HKD","BK1618","BK1109","LU1224444064.USD","LU0456827905.SGD","LU0231483743.USD","LU1981816686.USD","LU0307460666.USD","LU0823426308.USD","LU0054450605.USD","BK1579","LU2097828805.USD","BK1516","LU0251144936.SGD","LU1282649067.USD","LU0011963245.USD","LU0214875030.USD","LU0106252389.USD","BK1615","LU0516422952.EUR","HK0000306701.USD","BK1501","LU0605514214.HKD","LU0651946864.USD","LU0164872284.USD","LU0029875118.USD","LU0359201885.HKD","LU2294711473.HKD","LU0784639295.USD","SG9999001903.USD","BK1249","IE0034224299.USD","LU0823038988.USD","LU0326950275.SGD","LU0737861772.HKD","LU0048597586.USD","LU1115378108.SGD","LU1719994722.HKD","LU0831103253.SGD","LU0128522744.USD","LU0455707207.USD","LU0261947096.USD","LU0051755006.USD","IE00B0JY6N72.USD","LU2293587155.HKD","LU0359202008.SGD","LU0417516902.SGD","SGXZ90724238.SGD","LU1188198961.HKD","LU0149721374.USD","LU0572944931.SGD","SGXZ62798434.SGD","LU0791591158.USD","LU0708995153.HKD","601211","IE00BZ08YT58.USD","LU2476274308.USD","LU1242518857.USD","LU0130103400.USD","SG9999001093.SGD","LU0329678337.USD","IE0008368304.USD","LU0096374516.USD","LU1794554557.SGD","LU0164865239.USD","LU2087589342.USD","LU1880383366.USD","BK1526","LU0049853897.USD","LU0577902538.SGD","LU1366334578.USD","LU1720050803.USD","LU1316542783.SGD","SG9999003461.SGD","LU0314109678.HKD","SG9999000327.SGD","LU0164939612.USD","BK1591","LU0117841782.USD","LU1880383440.USD","IE00BMPRXR70.SGD","LU0132412106.USD","LU1328615791.USD","LU0828237510.HKD","LU0630378429.USD","BK1531","LU0293314216.USD","LU1504937902.USD","LU0589944569.HKD","HK0000320264.USD","SG9999001689.USD","LU0607220059.USD","LU0572940350.SGD","BK1517","BK1590","SG9999001051.SGD","LU1548497426.USD","LU0791590937.USD","LU0197773160.USD","LU1211504680.USD","LU0531971595.HKD","LU0396098781.USD","89988","BK1142","BK1588","IE00B3M56506.USD","LU0823040885.USD","LU1282649810.SGD","LU0082770016.USD","LU0130518102.USD","LU0651947912.USD","LU0648000940.SGD","LU0259732245.USD","BK1613","BK1612","IE0003895053.USD","LU0577902371.SGD","LU0588546209.SGD","LU1282651048.USD","LU0348767384.USD","LU0210526637.USD","LU0516422366.SGD","LU0164880469.USD","LU0048388663.USD","LU0173614495.USD","LU0821914370.USD","LU1048588211.SGD","LU0898667661.SGD","LU0516423091.SGD","LU1051769294.HKD","LU1224709979.USD","LU0039217434.USD","LU0890818403.SGD","LU1048596156.SGD","LU0588545904.SGD","LU1769817179.HKD","BABA","LU0211977185.USD","BK1589","LU0348788117.USD","IE00BMPRXN33.USD","LU1720051017.SGD","HK0000306685.HKD","BK1609","LU0541501648.USD","LU2045819591.USD","LU0082770016.SGD","LU0072462343.USD","LU0165289439.USD","LU0228367735.SGD","LU1044876610.USD","BK1584","LU0516423174.USD","LU0823397285.USD","LU0417516738.SGD","LU0261950983.USD","LU0873338254.USD","LU1201861165.SGD","LU0831093199.SGD","LU2097828474.EUR","LU1880398554.USD","LU1515016050.SGD","BK1608","LU0210527791.USD","LU0762541174.USD","LU0348825331.USD","IE00B543WZ88.USD","LU2039709279.SGD","LU0197773673.USD","LU0384037296.USD","LU0106259558.USD","LU0675040207.SGD","LU0700851271.USD","LU0456846285.SGD","LU0823041008.USD","LU2125910849.SGD","LU0488056044.USD","LU0264606111.USD","LU0672654166.SGD","LU0431992006.USD","LU1366334651.USD","LU2242644610.SGD","LU0348783662.USD","LU1880398471.USD","HK0000286598.CNH","LU0328353924.USD","LU0254981946.USD","LU1810669033.SGD","LU0762542818.HKD","LU3063872942.SGD","LU0149534421.HKD","LU0499858438.USD","LU1048484197.HKD","HK0000320223.HKD","LU0708995583.HKD","LU0531970944.HKD","LU0449509016.USD","LU0577902454.USD","BK1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19:21","pubTimestamp":1775647262,"startTime":"0","endTime":"0","summary":"2025年,国泰海通在“十四五”规划收官与“十五五”规划开局的关键节点,进一步夯实综合金融服务优势,业务规模与效益呈现良好增长态势。年末合并总资产为人民币2.1万亿元,全年营业收入3,304亿元,归属于母公司净利润278亿元,扣非前净利润214亿元,多个业务板块协同发力明显。报告期内,公司继续推动境内外业务协同,为客户提供证券、期货、基金、资管及融资等多项综合金融服务。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02611"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625416943","title":"國泰海通(02611)將於6月26日派發末期股息每10股3.5元","url":"https://stock-news.laohu8.com/highlight/detail?id=2625416943","media":"智通财经网","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625416943?lang=zh_tw&edition=fundamental","pubTime":"2026-04-08 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14:49","pubTimestamp":1775630992,"startTime":"0","endTime":"0","summary":"国泰海通主要观点如下:4月预计基本面边际好转,价格窄幅震荡,核心看5月开始的夏季用电高峰供给端:3月美伊冲突以来,导致国内外价差快速拉大,同时伴随油价大涨后海运费也在持续上行,导致3月中下旬海内外煤价倒挂,这个状况会在4月继续延续,导致进口的边际收缩幅度也会更大。动力煤:预计5月补库前煤价暂稳。","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/1425908.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":["BK0028","BK0183","BK1147","03668","02611","BK0184","BK0201","BK1564","601211","BK0188","BK1178","BK0012","BK1538","BK0276"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625904999","title":"國泰海通:2026年清明假期與多地春假銜接 出行鏈景氣再上台階","url":"https://stock-news.laohu8.com/highlight/detail?id=2625904999","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625904999?lang=zh_tw&edition=fundamental","pubTime":"2026-04-08 11:26","pubTimestamp":1775618792,"startTime":"0","endTime":"0","summary":"2026年清明假期与多地春假衔接,交通客流与山岳景区热度均处高位,餐饮零售及服务消费稳健增长。清明春游踏青属性强,山岳类景区受益明显清明假期出行需求以享受春日风光、踏青为主,山岳型景区景气度保持高位,自然观光需求韧性持续验证。黄山风景区三天假期累计接待游客突破9.6万,略高于2025年清明假期的9.5万人次。","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/1425766.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":["BK1147","BK0028","BK0184","BK0183","BK0012","BK0276","BK0188","601211","BK0201","02611","BK1564"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":2,"totalSize":200,"code":"91000000","status":"200"}]}}