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國泰海通
14.390
-0.300
-2.04%
手動刷新
成交量:
324.09萬
成交額:
4,693.04萬
市值:
2,536.81億
市盈率:
7.21
高:
14.690
開:
14.690
低:
14.380
收:
14.690
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:
0.81
換手率:
0.09%
股息:
0.57
股息率:
3.99%
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:
0.67
市盈率(LYR):
7.21
市銷率:
3.64
資料載入中...
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公司
新聞資訊
公告
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国泰海通证券表示,6G进入标准与工程化攻坚期,运营商和关键设备耗材提供商是当前6G投资主线。ITU和3GPP已明确6G时间表,Release21作为首个6G规范版本预计在2028–2029年冻结、2030年左右迎来首批商用系统,行业进入5G-A过渡+6G预研的双线推进阶段。该机构提到,卫星互联网是6G实现泛在连接的关键抓手。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/MjdmY2Y4OTEwODUyNTc5NjI3Mg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjdmY2Y4OTEwODUyNTc5NjI3Mg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976204","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":["BK0012","02611","00762","00728","BK0028","BK1607","LU1064131003.USD","HK0000500386.USD","00788","LU0164880469.USD","LU0149721374.USD","LU0880133367.SGD","BK0188","LU0531971595.HKD","LU1226288253.USD","LU1634259391.SGD","BK1564","HK0000252152.HKD","LU0164865239.USD","BK1133","LU1226287529.USD","IE00BHRH8D16.HKD","LU1497734951.SGD","02342","LU1993786604.SGD","BK0184","HK0000288784.HKD","SG9999002463.SGD","BK1583","LU1951186391.HKD","LU1226288170.HKD","601211","LU1226287792.SGD","80883","LU1497733557.USD","BK1610","LU1960683339.HKD","HK0000252160.HKD","BK1152","00941","LU0067412154.USD","LU0823413660.USD","LU1634259557.SGD","00763","HK0000288743.USD","BK0183","BK1529","LU1497733631.SGD","LU0039217434.USD","BK1521"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618607744","title":"【券商聚焦】國泰海通:AI+製藥重塑研發範式 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16:49","pubTimestamp":1773046196,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通发布研报称,2025年奢侈品行业整体步入存量博弈的常态化阶段,Tapestry、Hermès等各品牌盈利变现显著分化。展望2026年,奢侈品行业提价幅度收紧,同时建议关注品牌创意总监集中更迭所带来的市场反应。国泰海通主要观点如下:2025年奢侈品行业整体步入存量博奔的常态化阶段Prada业绩会中提出行业过去几年流失了约20%的消费者,各品牌表现分化:1)Coach自然年25Q4收入固定汇率下实现25%强劲增长,op margin显著扩张3.9pct。","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":"http://www.zhitongcaijing.com/content/detail/1411644.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":"highlight_zhitongcaijin","symbols":["BK1147","BK0028","BK0184","BK0183","BK0012","BK0276","BK0188","601211","BK0201","02611","BK1564"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618461976","title":"國泰海通:AI製藥持續進展 跨國藥企佈局加速","url":"https://stock-news.laohu8.com/highlight/detail?id=2618461976","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618461976?lang=zh_tw&edition=fundamental","pubTime":"2026-03-09 16:21","pubTimestamp":1773044509,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通发布研报称,随着AI在靶点发现、分子生成、临床设计及上市后数据分析中的全面渗透,行业渗透率持续提升,AI+制药正成为创新药研发的重要基础设施。国泰海通主要观点如下:AI+制药重塑研发范式,行业从概念迈入实效验证期生成式模型与强化学习的深度融合,显著提升分子设计效率,缩短研发周期。整体来看,AI正在成为药物研发体系升级的核心变量。在人工智能与医药双领域共振下,看好AI+制药发展前景。","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/1411599.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":["01477","BK1147","BK1564","BK1576","BK0183","02611","BK0276","601211","BK0012","BK1617","BK1141","BK0188","BK0184","BK1191","03696","BK1574","BK0028","01873","02228","BK0201"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618612044","title":"國泰海通:算電協同首次寫入兩會政府報告 算電一體化企業最具競爭優勢","url":"https://stock-news.laohu8.com/highlight/detail?id=2618612044","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618612044?lang=zh_tw&edition=fundamental","pubTime":"2026-03-09 14:10","pubTimestamp":1773036621,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通发布研报称,算电协同首次写入两会政府报告:实施超大规模智算集群、算电协同等新基建工程,加强全国一体化算力监测调度。利好预期产业链中:算电一体化企业最具竞争优势,增加智能调度软件实现算力电力精准匹配,绿电运营可以提高利用小时数,算力运营可以降低能耗成本,技术迭代升级电力设备需求,拉动电算网储等设计工程量。","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/1411519.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","BK0184","BK1564","601211","BK0201","BK0276","BK0012","BK0188","BK1147","02611"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618961641","title":"國泰海通:泛在連接和高頻段將是6G技術演進關鍵 運營商和關鍵設備耗材提供商為投資主線","url":"https://stock-news.laohu8.com/highlight/detail?id=2618961641","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618961641?lang=zh_tw&edition=fundamental","pubTime":"2026-03-09 11:25","pubTimestamp":1773026751,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通发布研报称,6G进入标准与工程化攻坚期,运营商和关键设备耗材提供商是当前6G投资主线。ITU已在2023年完成《IMT面向2030及未来发展的框架和总体目标》建议书,明确了2024–2027年聚焦技术要求与评估标准、2029年前后落地正式标准的路线,为产业链研发与资本开支规划提供了高度可预期的节奏线索。","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":"http://www.zhitongcaijing.com/content/detail/1411475.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","BK0188","BK0201","BK0276","BK0012","02611","BK0183","BK1147","BK0184","BK1564","601211"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618616442","title":"國泰海通證券:首予天虹國際集團(02678)「增持」評級 全球紗線龍頭盈利進入上行期","url":"https://stock-news.laohu8.com/highlight/detail?id=2618616442","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618616442?lang=zh_tw&edition=fundamental","pubTime":"2026-03-09 11:18","pubTimestamp":1773026337,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通证券发布研报称,首次覆盖,给予天虹国际集团“增持”评级。该行看好公司高位库存基本出清完毕、盈利进入上行期。国泰海通证券主要观点如下:全球纱线龙头,盈利进入上行期天虹国际集团创立于1997年,是全球最大的包芯棉纺织品供应商之一。2024年天虹国际集团纱线收入179.1亿元,占比2.1%。","market":"us","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":"http://www.zhitongcaijing.com/content/detail/1411471.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":["02678","02611","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618614227","title":"【券商聚焦】國泰海通證券:光大環境(0257.HK)目標價5.64港元,維持\"增持\"評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2618614227","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618614227?lang=zh_tw&edition=fundamental","pubTime":"2026-03-09 11:13","pubTimestamp":1773026022,"startTime":"0","endTime":"0","summary":"金吾财讯|国泰海通证券发布研报指,光大环境当前股价5.07港元,52周区间3.25-5.21港元,总市值311亿港元。报告维持目标价5.64港元,\"增持\"评级不变。市场表现方面,光大环境2025年业绩受子公司光大水务建造业务下滑影响,全年收入同比下降22%至53.55亿港元,归母净利润降17%至8.42亿港元,但派息率提升2个百分点至35%。行业层面,垃圾焚烧行业进入成熟期,光大环境通过国补回收加速及资本开支收缩推动自由现金流优化,2025H1分红比例已达41.76%。","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=nesSN20260309112641a45a1033&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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国泰海通证券表示,2026年政府工作报告将扩大内需、提振消费置于战略核心,政策呈现“稳基调、强工具、提效能、优结构”四大特征:①定位更稳:延续“提振消费专项行动”,消费仍是经济增长第一拉动力,政策连贯性强;②工具更实:新设1000亿元财政金融协同促内需专项资金,叠加2500亿元特别国债支持以旧换新,财政+金融组合发力;③根基更深:首次提出城乡居民增收计划,聚焦低收入群体增收、财产性收","market":"fut","thumbnail":"https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976108","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":["BK0201","IE0034224299.USD","LU0327786744.USD","601211","BK0188","BK0028","BK1213","LU0572944931.SGD","LU1880383440.USD","SGXZ90724238.SGD","BK1147","SGXZ62798434.SGD","LU0164865239.USD","LU0531971595.HKD","BK1233","BK1564","02611","BK0183","LU1880383366.USD","BK1224","SG9999001069.SGD","LU0231483743.USD","LU0359201612.USD","LU0611395673.USD","LU0345776255.USD","LU0348767384.USD","BK1207","BK0276","LU1481107354.HKD","LU0345775950.USD","LU1770036033.HKD","LU0359202008.SGD","BK1227","BK1544","LU0823426480.USD","LU0164880469.USD","BK1616","SG9999001051.SGD","LU1023057109.AUD","BK0184","BK0012","SG9999004311.SGD","LU0871576103.HKD","LU0359201885.HKD","BK1249","SGXZ86797644.SGD","LU0348766576.USD","LU0588546209.SGD","LU0307460666.USD","LU0211977185.USD","LU0039217434.USD","SG9999002950.SGD","BK1246","LU0149721374.USD","LU0593848301.USD","LU2488822045.USD","LU0823426308.USD","BK1587","LU0499858602.USD","LU0499858438.USD","LU2543165471.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2618618490","title":"國泰海通1年定開債券發起式基金經理變動:杜浩然不再擔任該基金基金經理","url":"https://stock-news.laohu8.com/highlight/detail?id=2618618490","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618618490?lang=zh_tw&edition=fundamental","pubTime":"2026-03-09 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