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海通證券
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新聞
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海通證券:休閒、運動服拉動氨綸下游需求高速增長 建議關注華峯化學(002064.SZ)等
智通财经
·
03-07
索辰科技跌8.2% 2023年上市超募13億海通證券保薦
中国经济网
·
03-07
【福建推進數字化全面賦能,DeepSeek助力數字化轉型提速】福建省人民政府印發《福建省加快推進數字化全面賦能經濟社會高質量發展總體方案》。其中提出,到2026年,數字化全面賦能取得重要進展,在政府運行、公共服務、民生保障、社會治理等重點領域打造一批標誌性應用,培育公共數據賦能產業發展典型應用場景100個以上,全省數字經濟增加值佔GDP比重57%左右。海通證券稱,多家券商完成DeepSeek本地化部署,助力數字化轉型提速。DeepSeek模型能夠幫助券商等金融機構節省算力成本,通過本地化部署也能在保障安全和隱私的前提下使用本地數據進行推理以增強對業務的賦能。
金融界
·
03-06
截至3月5日,國泰君安和海通證券從業人數
市场资讯
·
03-06
海通證券,“告別”A股!國泰君安股價大漲
券商中国
·
03-05
再見“600837”!37年海通證券“清零”
公爆基丁
·
03-04
智翔金泰跌6.22% 2023年上市募34.7億海通證券保薦
中国经济网
·
03-04
海通證券:以商保丙類目錄的設立為標誌性時間節點 有望催化創新藥市場
智通财经
·
03-04
國泰君安換股吸收合併海通證券進入實施階段
财中社
·
03-04
海通證券:呼吸道多聯檢市場有望持續擴容 建議關注英諾特(688253.SH)等
智通财经
·
03-04
海通證券,正式退市!
时代财经APP
·
03-04
投資者:賬户中海通證券A股股票已轉換為國泰君安A股股票
格隆汇
·
03-04
有投資者反饋賬户中海通證券A股股票已轉換為國泰君安A股股票
中国
·
03-04
【海通證券:DeepSeek時刻,關注創新藥和AI醫療的機會】海通證券認為,DeepSeek帶來了市場對AI行業的關注,有較強的數據整合實力的應用公司是這一輪AI+醫藥的關注點,需要考慮創造新場景以及原有需求下降本增效的商業可能的路徑,建議關注在醫療入口級創造新場景的公司。海通證券認為,隨着全鏈條支持創新藥產業發展的政策提出,各種配套政策也在陸續落地,展望未來,一方面期待政策為真創新的藥物提供良好的發展空間,另一方面看好醫保局和商保公司的協作,通力打造1+3+n的多層次醫療保障體系,打開支付端新空間,建議關注產業鏈的機會。海通證券認為,消費需求邊際回暖,建議關注板塊龍頭。綜上,在3月月度組合的配置上,重點關注創新藥/CXO(創新藥產業鏈)、醫療服務(消費+AI)、互聯網醫療(AI)的相關機會。
金融界
·
03-04
國泰君安吸收合併海通證券A股換股實施
观点地产网
·
03-03
國泰君安:換股吸收合併海通證券並募集配套資金暨關聯交易事項已獲證監會核准批覆
港股那点事
·
03-03
海通證券:光伏分佈式組件漲勢確立 工信部強調化解產能矛盾
智通财经
·
03-03
海通證券:持續看好AI和新消費投資主線
港股那点事
·
03-03
【海通證券荀玉根:科技突破及基本面回暖帶來中國資產重估 外資迴流A股有望成為一大預期差】海通證券首席經濟學家荀玉根在最新研報中表示,春節前後,DeepSeek概念引燃A股和港股科技板塊投資熱潮。展望2025年,除了科技,一些存在較大預期差的領域同樣值得關注。荀玉根認為,2025年有三大潛在的預期差。預期差一是房市企穩,今年政策加碼下地產有望量價企穩,基本面好轉或推動地產股修復。預期差二是消費恢復,若樓市企穩、“兩新”加力擴圍,消費數據修復或帶來消費股重估。預期差三是外資迴流,當前外資低配中國權益資產,隨着科技突破及基本面回暖帶來中國資產重估,外資有望逐步迴流A股。荀玉根表示,當前A股市場對於外資的預期仍較低。2025年A股微觀資金有望重新回到活躍狀態,其中增量外資資金或存在較大預期差。
金融界
·
03-02
【上交所:3月3日起海通證券不再為上證50ETF期權等提供做市服務】上交所公告,自2025年3月3日起,海通證券股份有限公司不再為上證50ETF期權、滬深300ETF期權、中證500ETF期權、華夏科創50ETF期權及易方達科創50ETF期權提供做市服務。
金融界
·
03-01
更多
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建議關注華峯化學(002064.SZ)等","url":"https://stock-news.laohu8.com/highlight/detail?id=2517761103","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517761103?lang=zh_tw&edition=fundamental","pubTime":"2025-03-07 16:47","pubTimestamp":1741337250,"startTime":"0","endTime":"0","summary":"建议关注氨纶相关产业链公司:华峰化学、新乡化纤、泰和新材等。2)中国氨纶表观消费量持续增长,2024年氨纶净出口量同比增加53.00%至3.32万吨。2024年华峰化学毛利率高于行业平均水平6.46%,三费率低于平均水平1.21%,优于行业平均水平。休闲服在氨纶下游市场中占比最高,为20.72%;运动服2020-2024年复合增速为12.26%领先。1)预计休闲服和袜子行业对氨纶下游需求的拉动将较为显著。防晒服配行业或成氨纶新增长点。","market":"sh","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/1259075.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":["BK0070","SGXZ49509284.SGD","002064","BK0028","BK0183","06837","BK0208","BK0012","BK0188","BK1147","SGXZ81163826.USD","BK0118","600837","BK0039","BK0276","BK1564"],"gpt_icon":0},{"id":"2517177415","title":"索辰科技跌8.2% 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08:25","pubTimestamp":1741220736,"startTime":"0","endTime":"0","summary":"福建省人民政府印发《福建省加快推进数字化全面赋能经济社会高质量发展总体方案》。其中提出,到2026年,数字化全面赋能取得重要进展,在政府运行、公共服务、民生保障、社会治理等重点领域打造一批标志性应用,培育公共数据赋能产业发展典型应用场景100个以上,全省数字经济增加值占GDP比重57%左右。海通证券称,多家券商完成DeepSeek本地化部署,助力数字化转型提速。DeepSeek模型能够帮助券商等金融机构节省算力成本,通过本地化部署也能在保障安全和隐私的前提下使用本地数据进行推理以增强对业务的赋能。","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/2025/03/06082548553052.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":"jinrongjie_stock","symbols":["399262","600837","FISI","159658","06837"],"gpt_icon":0},{"id":"2517944127","title":"截至3月5日,國泰君安和海通證券從業人數","url":"https://stock-news.laohu8.com/highlight/detail?id=2517944127","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517944127?lang=zh_tw&edition=fundamental","pubTime":"2025-03-06 00:02","pubTimestamp":1741190520,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 截至3月5日,国泰君安和海通证券从业人数国泰君安:从业人数11256人,一般5887人,分析师173人,投顾3859人,经纪人972人,保代365人海通证券:从业人数7912人,一般4400人,分析师136人,投顾1891人,经纪人1029,保代456人两者目前从业人数一共是19168人,为第一大券商。排名第二的是中信证券,目前13965人+2398人【中信山东】=16363人(转自:五道口江湖)\n\n\n\n海量资讯、精准解读,尽在新浪财经APP","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":"https://finance.sina.com.cn/roll/2025-03-06/doc-inenrqqf1557595.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":["BK0183","601211","BK1147","BK0188","BK0201","BK0012","BK0070","02611","BK0184","BK0276","06837","BK0028","600837","BK1564"],"gpt_icon":0},{"id":"2517932402","title":"海通證券,“告別”A股!國泰君安股價大漲","url":"https://stock-news.laohu8.com/highlight/detail?id=2517932402","media":"券商中国","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517932402?lang=zh_tw&edition=fundamental","pubTime":"2025-03-05 09:36","pubTimestamp":1741138560,"startTime":"0","endTime":"0","summary":"3月4日,海通证券A股股票正式终止上市,彻底结束其长达17年8个月的A股之旅。直至股票转换完成,海通证券原A股股东的股票账户中将自新增股份上市日起显示国泰君安A股股票。账户将不再显示海通证券股票 海通证券此前于2月25日公告,公司收到上交所决定对公司A股股票予以终止上市。海通证券A股股票终止上市后,将按照1:0.62的比例转换为国泰君安的A股股票。","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/stock/relnews/cn/2025-03-05/doc-inenqhup9068723.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":["BK0028","399300","BK0070","BK0188","02611","BK0276","600837","BK0183","BK0184","BK0201","159982","BK0012","BK1564","601211","BK1147","06837"],"gpt_icon":0},{"id":"2517066926","title":"再見“600837”!37年海通證券“清零”","url":"https://stock-news.laohu8.com/highlight/detail?id=2517066926","media":"公爆基丁","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517066926?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 23:45","pubTimestamp":1741103100,"startTime":"0","endTime":"0","summary":"3月4日,金融市场再次见证历史,老牌券商海通证券股份有限公司正式终止A股上市。2001年12月,海通证券改制为股份有限公司,增资至40.06亿元,并于次月更名为“海通证券股份有限公司”。具体来看,2007年6月,海通证券与都市股份吸收合并事宜获得中国证监会批准。前述海通证券员工表示。2016年,海通证券子公司收入首次超过母公司。2023年,海通国际控股收入亏损15.75亿港元,净利润亏损高达81.56亿港元。上述亏损直接影响海通证券。","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/money/fund/jjzl/2025-03-04/doc-inenpmrf2465374.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0188","BK0183","600837","BK1147","BK1564","BK0028","BK0012","06837","BK0070","BK0276"],"gpt_icon":0},{"id":"2516642548","title":"智翔金泰跌6.22% 2023年上市募34.7億海通證券保薦","url":"https://stock-news.laohu8.com/highlight/detail?id=2516642548","media":"中国经济网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516642548?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 16:10","pubTimestamp":1741075800,"startTime":"0","endTime":"0","summary":" 智翔金泰于2023年6月20日在上交所科创板上市,公开发行新股9,168.0000万股,发行价格为37.88元/股,保荐机构为海通证券,保荐代表人为王永杰、刘丹。 智翔金泰首次公开发行股票募集资金总额347,283.84万元;扣除发行费用后,募集资金净额为329,140.14万元。 智翔金泰首次公开发行股票的发行费用合计18,143.70万元(不含税),其中,保荐承销费16,495.98万元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2025-03-04/doc-inennqmr2829565.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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14:18","pubTimestamp":1741069112,"startTime":"0","endTime":"0","summary":"商保丙类目录的设立将打破目前非国谈、集采药入院难的痛点,并给予符合条件的创新药小幅度降价或者不降价的入院权利,进入丙目录的单药若有足够的创新性、有效性,其销售峰值可能会与基本医保单药拉开显著差距。同期,新冠疫情激发了内需。考虑加强参保和延迟退休、职工缴费率、财政补贴的调节空间,预计基本医保的收入增速将长期快于GDP增速。美国商保支付占医疗费的比例是31%,其创新药价格是全球平均水平的4倍。","market":"sh","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/1257399.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":["600837","BK0188","BK1574","BK0183","BK0012","BK1147","06978","159992","BK0028","BK1564","BK0276","BK0070","06837","BK1161"],"gpt_icon":0},{"id":"2516147836","title":"國泰君安換股吸收合併海通證券進入實施階段","url":"https://stock-news.laohu8.com/highlight/detail?id=2516147836","media":"财中社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516147836?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 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建議關注英諾特(688253.SH)等","url":"https://stock-news.laohu8.com/highlight/detail?id=2516153446","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516153446?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 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金子莘)-广东时代传媒集团出品-\n\n\n\n海量资讯、精准解读,尽在新浪财经APP","market":"sh","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/wm/2025-03-04/doc-inenncvr8776553.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0276","BK0188","BK0183","BK0012","BK0070","BK0028","600837","BK1147","BK1564","06837"],"gpt_icon":0},{"id":"2516633692","title":"投資者:賬户中海通證券A股股票已轉換為國泰君安A股股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2516633692","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516633692?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 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\n\n\n\n海量资讯、精准解读,尽在新浪财经APP","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":"https://finance.sina.com.cn/stock/relnews/cn/2025-03-04/doc-inenncvr8760715.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":["BK0188","BK1147","BK0012","159982","BK0070","BK0276","BK1564","601211","06837","399300","600837","BK0183","BK0184","02611","BK0201","BK0028"],"gpt_icon":0},{"id":"2516669826","title":"【海通證券:DeepSeek時刻,關注創新藥和AI醫療的機會】海通證券認為,DeepSeek帶來了市場對AI行業的關注,有較強的數據整合實力的應用公司是這一輪AI+醫藥的關注點,需要考慮創造新場景以及原有需求下降本增效的商業可能的路徑,建議關注在醫療入口級創造新場景的公司。海通證券認為,隨着全鏈條支持創新藥產業發展的政策提出,各種配套政策也在陸續落地,展望未來,一方面期待政策為真創新的藥物提供良好的發展空間,另一方面看好醫保局和商保公司的協作,通力打造1+3+n的多層次醫療保障體系,打開支付端新空間,建議關注產業鏈的機會。海通證券認為,消費需求邊際回暖,建議關注板塊龍頭。綜上,在3月月度組合的配置上,重點關注創新藥/CXO(創新藥產業鏈)、醫療服務(消費+AI)、互聯網醫療(AI)的相關機會。","url":"https://stock-news.laohu8.com/highlight/detail?id=2516669826","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516669826?lang=zh_tw&edition=fundamental","pubTime":"2025-03-04 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21:49","pubTimestamp":1741009740,"startTime":"0","endTime":"0","summary":"国泰君安将向中国结算上海分公司申请办理将作为本次合并对价而向海通证券A股股东发行的A股股份登记至海通证券A股换股股东名下。国泰君安将在本次合并换股实施完成后另行刊登换股实施结果、股份变动暨新增股份上市的公告。","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/stock/estate/integration/2025-03-03/doc-inenkwaa6478655.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":["BK1564","600837","06837","02611","601211","BK0070","BK0276","BK0188","BK0201","159982","BK0184","BK1147","399300","BK0183","BK0012","BK0028"],"gpt_icon":0},{"id":"2516636734","title":"國泰君安:換股吸收合併海通證券並募集配套資金暨關聯交易事項已獲證監會核准批覆","url":"https://stock-news.laohu8.com/highlight/detail?id=2516636734","media":"港股那点事","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516636734?lang=zh_tw&edition=fundamental","pubTime":"2025-03-03 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外資迴流A股有望成為一大預期差】海通證券首席經濟學家荀玉根在最新研報中表示,春節前後,DeepSeek概念引燃A股和港股科技板塊投資熱潮。展望2025年,除了科技,一些存在較大預期差的領域同樣值得關注。荀玉根認為,2025年有三大潛在的預期差。預期差一是房市企穩,今年政策加碼下地產有望量價企穩,基本面好轉或推動地產股修復。預期差二是消費恢復,若樓市企穩、“兩新”加力擴圍,消費數據修復或帶來消費股重估。預期差三是外資迴流,當前外資低配中國權益資產,隨着科技突破及基本面回暖帶來中國資產重估,外資有望逐步迴流A股。荀玉根表示,當前A股市場對於外資的預期仍較低。2025年A股微觀資金有望重新回到活躍狀態,其中增量外資資金或存在較大預期差。","url":"https://stock-news.laohu8.com/highlight/detail?id=2516511052","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2516511052?lang=zh_tw&edition=fundamental","pubTime":"2025-03-02 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