港股詳情

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騰訊概念

1,282.244

+7.7440.61%

漲家數：14

跌家數：1

平家數：1

市盈率：- -

高：1,292.762

開：1,274.531

低：1,274.531

收：1,274.500

資料載入中...

港股消費科技領域今年最大規模IPO上市中信證券獨家保薦

微盟集團(02013)上漲10.0%，報1.98元/股

【港股異動 | 貓眼娛樂(01896.HK)漲超5% 年度電影總票房突破300億今年暑期檔影片供給豐富】智通財經APP

微盟集團(02013)股價上升8.889%，現價港幣$1.96

阿斯达克财经

貓眼娛樂盤中異動臨近午盤快速拉昇5.19%

同程旅行與山東省機場管理集團達成戰略合作

中国财富网

調研速遞|[公司名稱]接受中信證券等29家機構調研上半年業績預增亮點多

新浪证券-红岸工作室

中信證券國際擬發行3年期美元債券，初始指導價SOFR+115bps區域

【券商聚焦】中金公司：料快遞件量雙位數增長有望繼續保持關注淡季轉旺季過程中競爭格局的邊際變化和提價行為

【券商聚焦】中金公司：看好供需邊際改善的油運旺季彈性關注集運板塊高股息標的配置價值

【券商聚焦】中金公司：外部環境正朝着有利於航空股降本的方向發展對航空公司利潤改善作用較大

【券商聚焦】中金公司：白酒估值已基本反映悲觀預期配置價值漸顯

中信證券：大眾品終端需求偏弱運行結構性機會仍存

智通财经网

中信證券研報表示2025年二季度大眾品終端需求依然偏弱環比改善不明顯。大眾品企業原料成本大都處於底部震盪或下行趨勢不過行

中信證券：需求釋放多點開花户儲開啓發展新階段

【中國儒意(00136.HK)7月8日發行3.27億股】智通財經APP訊，中國儒意(00136.HK)發佈公告，根據日期

中國儒意(00136)7月8日發行3.27億股

中信證券：今年夏季或是近十年最炎熱夏季高温交易受益板塊梳理

【中金公司：預計新消費標的延續相對高成長健康飲品等新消費趨勢景氣度有望保持】中金公司稱，食飲板塊需求有望邊際企穩改善。分板塊看大眾食品基本面自3月起邊際改善，下半年基本面有望穩中改善，預計新消費標的延續相對高成長，辣味零食、健康飲品、氣泡黃酒等新消費趨勢景氣度有望保持，帶動板塊估值抬升，看好休閒零食、軟飲料等子板塊下半年表現。白酒受宏觀經濟及政策影響出現板塊性估值回調，基本面處於築底階段，雖下半年白酒基本面或仍有所承壓，但估值已基本反映悲觀預期，配置價值漸顯。

【中金：下半年大眾食品板塊需求有望穩中向上魔芋、椰子水等有望保持創新活力】中金公司稱，展望2025年下半年，預計大眾食品板塊需求有望穩中向上，並預計具備新消費屬性的子賽道如休閒零食中魔芋等品類、軟飲料中無糖茶、電解質水、椰子水等健康品類有望保持創新活力，通過持續抓取新消費趨勢延續較高景氣度。子板塊方面優先推薦軟飲料、休閒零食，建議關注估值處於低位的乳製品、啤酒板塊。長期看，行業結構性增長機會仍存，悦己情緒價值消費和性價比產品有望表現更優。

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20:00，[公司名称]通过电话会议的形式，接受了中信证券、华泰证券等29家机构的调研。参与调研的中信证券人员包括吴威辰、李旭、于学鑫等，此外还有来自华泰证券、东方证券等多家机构的代表，公司相关接待人员参与交流。本次投资者关系活动中，公司介绍了自身业务情况及发展亮点。值得一提的是，公司上半年业绩预增明显。","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/aigc/jgdy/2025-07-09/doc-infevtft5013900.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":["BK0276","LU1794554557.SGD","BK1521","BK1564","BK1147","LU2148510915.USD","BK0183","BK0028","LU0405327148.USD","LU2495084118.USD","BK0196","LU0405327494.USD","LU1655091616.SGD","LU1997245094.SGD","BK0012","LU1064130708.USD","LU1997245177.USD","600030","LU1064131003.USD","BK1516","BK0188","LU1720050803.USD","06030","LU1997244956.HKD","LU2289578879.USD","LU1328615791.USD"],"gpt_icon":0},{"id":"2550570955","title":"中信證券國際擬發行3年期美元債券，初始指導價SOFR+115bps區域","url":"https://stock-news.laohu8.com/highlight/detail?id=2550570955","media":"久期财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550570955?lang=zh_tw&edition=fundamental","pubTime":"2025-07-09 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中金公司发研报指，今年前5个月快递业务量增长20%，持续超出预期，展望2025-2026年，该行认为快递件量双位数增长有望继续保持。该行认为监管仍重视行业高质量发展，但考虑到包括持续轻小件化以及增量商家对于价格较为敏感的趋势，淡季区域性竞争行为普遍发生。在上半年的竞争情况下，监管、平台、市场三大因素或达成新的平衡，基本面或在淡季完成触底。该行建议关注淡季转旺季过程中竞争格局的边际变化和提价行为。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1961878","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":["BK1147","BK1541","03908","BK0276","BK1564","BK1151","BK1502","BK1516","601995","BK1575","BK1587","BK1604","BK1588","IE00B29SXG58.USD","02057","BK1501","SG9999002828.SGD","02618"],"gpt_icon":0},{"id":"2550572022","title":"【券商聚焦】中金公司：看好供需邊際改善的油運旺季彈性 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中金公司发研报指，供给决定长周期方向，展望下半年，看好供需边际改善的油运、干散旺季弹性，关注集运板块高股息标的配置价值。油运新增运力仍有限，而今年以来欧美对影子油轮制裁趋严、OPEC+增产等因素均边际改善油运基本面需求，叠加国内上半年尚未出现明显补库，我们认为四季度旺季弹性可期；干散货运输板块供需处于弱平衡阶段，而新的需求催化——西芒杜铁矿项目投产在即，下半年季节性旺季或能看到运价弹性；集运供给压力仍大，但新增供给主要集中在2027-2028年，若船东持续绕行红海，今明两年供给风险相对有限，我们建议从股息角度进行配置，看好盈利稳健、高股息集运标的。","market":"other","thumbnail":"https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1961877","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":["BK1564","BK1166","BK1535","BK1516","SG9999014674.SGD","BK1147","601995","BK1501","SG9999002828.SGD","01138","BK0276","03908","159207"],"gpt_icon":0},{"id":"2550577819","title":"【券商聚焦】中金公司：外部環境正朝着有利於航空股降本的方向發展 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中金公司发研报指，航空行业供需格局持续优化，油价下跌大幅缓解成本压力，行业竞争优化和供需趋紧或导致票价延续1H25改善趋势，行业盈利水平同比大幅提升。该机构看好航空股2025年下半年业绩改善带来的投资机会，而更为持久的航空向上周期或正在始于当下。该机构认为外部环境正朝着有利于航空股降本的方向发展，对航空公司利润改善作用较大。","market":"us","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":"1961876","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03908","BK1501","SG9999002828.SGD","00670","BK1514","BK0276","BK1564","BK1561","601995","00293","BK1147","BK1516","BK1123","01055"],"gpt_icon":0},{"id":"2550076572","title":"【券商聚焦】中金公司：白酒估值已基本反映悲觀預期 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中金公司发研报指，1H25消费需求低位企稳，在整体消费信心偏弱背景下食饮消费不乏结构性亮点，满足年轻人悦己需求及高质价比产品表现突出。展望下半年，在国家持续出台相关政策拉动内需、提振消费、鼓励生育的背景下，我们认为食饮板块需求有望边际企稳改善。白酒受宏观经济及政策影响出现板块性估值回调，基本面处于筑底阶段，虽下半年白酒基本面或仍有所承压，但估值已基本反映悲观预期，配置价值渐显。","market":"sg","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":"1961875","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":["SG9999002828.SGD","BK1564","BK0276","BK1501","601995","06979","03908","BK1516","BK1147","BK1192"],"gpt_icon":0},{"id":"2550574629","title":"中信證券：大眾品終端需求偏弱運行 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户儲開啓發展新階段","url":"https://stock-news.laohu8.com/highlight/detail?id=2550644574","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550644574?lang=zh_tw&edition=fundamental","pubTime":"2025-07-09 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高温交易受益板塊梳理","url":"https://stock-news.laohu8.com/highlight/detail?id=2550740035","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550740035?lang=zh_tw&edition=fundamental","pubTime":"2025-07-09 08:17","pubTimestamp":1752020220,"startTime":"0","endTime":"0","summary":"　　中信证券研究文|裘翔。　　2025年的夏季可能是全国甚至全球近十年最炎热夏季，我国2025年6月气温突破历史同期极值，首个高温日比去年提前约两周出现。在“热穹顶”效应和全球变暖的共同作用下，北半球普遍出现异常高温现象。此外，我们监测的十五城降水量在7月第一周同比下降了40%，2024年的降水量亦是近五年最高，存在高基数的影响。","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/marketresearch/2025-07-09/doc-infevnxy9777457.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":["BK0276","LU1794554557.SGD","BK1521","BK1564","BK1147","LU2148510915.USD","BK0183","BK0028","LU0405327148.USD","LU2495084118.USD","BK0196","LU0405327494.USD","LU1655091616.SGD","LU1997245094.SGD","BK0012","LU1064130708.USD","LU1997245177.USD","600030","LU1064131003.USD","BK1516","BK0188","LU1720050803.USD","06030","LU1997244956.HKD","LU2289578879.USD","LU1328615791.USD"],"gpt_icon":0},{"id":"2550257419","title":"【中金公司：預計新消費標的延續相對高成長 健康飲品等新消費趨勢景氣度有望保持】中金公司稱，食飲板塊需求有望邊際企穩改善。分板塊看大眾食品基本面自3月起邊際改善，下半年基本面有望穩中改善，預計新消費標的延續相對高成長，辣味零食、健康飲品、氣泡黃酒等新消費趨勢景氣度有望保持，帶動板塊估值抬升，看好休閒零食、軟飲料等子板塊下半年表現。白酒受宏觀經濟及政策影響出現板塊性估值回調，基本面處於築底階段，雖下半年白酒基本面或仍有所承壓，但估值已基本反映悲觀預期，配置價值漸顯。","url":"https://stock-news.laohu8.com/highlight/detail?id=2550257419","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550257419?lang=zh_tw&edition=fundamental","pubTime":"2025-07-09 08:13","pubTimestamp":1752020036,"startTime":"0","endTime":"0","summary":"中金公司称，食饮板块需求有望边际企稳改善。分板块看大众食品基本面自3月起边际改善，下半年基本面有望稳中改善，预计新消费标的延续相对高成长，辣味零食、健康饮品、气泡黄酒等新消费趋势景气度有望保持，带动板块估值抬升，看好休闲零食、软饮料等子板块下半年表现。白酒受宏观经济及政策影响出现板块性估值回调，基本面处于筑底阶段，虽下半年白酒基本面或仍有所承压，但估值已基本反映悲观预期，配置价值渐显。","market":"sh","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://24h.jrj.com.cn/2025/07/09081351573224.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":"jinrongjie_stock","symbols":["601995","BK1516","BK1147","BK1501","BK1564","SG9999002828.SGD","03908","BK0276"],"gpt_icon":0},{"id":"2550571741","title":"【中金：下半年大眾食品板塊需求有望穩中向上 魔芋、椰子水等有望保持創新活力】 中金公司稱，展望2025年下半年，預計大眾食品板塊需求有望穩中向上，並預計具備新消費屬性的子賽道如休閒零食中魔芋等品類、軟飲料中無糖茶、電解質水、椰子水等健康品類有望保持創新活力，通過持續抓取新消費趨勢延續較高景氣度。子板塊方面優先推薦軟飲料、休閒零食，建議關注估值處於低位的乳製品、啤酒板塊。長期看，行業結構性增長機會仍存，悦己情緒價值消費和性價比產品有望表現更優。","url":"https://stock-news.laohu8.com/highlight/detail?id=2550571741","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550571741?lang=zh_tw&edition=fundamental","pubTime":"2025-07-09 08:03","pubTimestamp":1752019386,"startTime":"0","endTime":"0","summary":"中金公司称，展望2025年下半年，预计大众食品板块需求有望稳中向上，并预计具备新消费属性的子赛道如休闲零食中魔芋等品类、软饮料中无糖茶、电解质水、椰子水等健康品类有望保持创新活力，通过持续抓取新消费趋势延续较高景气度。子板块方面优先推荐软饮料、休闲零食，建议关注估值处于低位的乳制品、啤酒板块。长期看，行业结构性增长机会仍存，悦己情绪价值消费和性价比产品有望表现更优。","market":"hk","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://24h.jrj.com.cn/2025/07/09080351572172.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":"jinrongjie_stock","symbols":["BK1501","SG9999002828.SGD","BK1516","BK0276","BK1564","03908","601995","BK1147"],"gpt_icon":0}],"pageSize":20,"totalPage":23,"pageCount":18,"totalSize":451,"code":"91000000","status":"200"}]}}