港股詳情

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中資券商股

1,317.382

-18.451-1.38%

漲家數：1

跌家數：14

平家數：4

市盈率：- -

高：1,336.122

開：1,335.553

低：1,315.520

收：1,335.833

成交量：8,340.63萬

成交額：6.40億

市值：1.55萬億

流通市值：3,338.16億

資料載入中...

總覽新聞資訊

中信建投證券高管降薪仍在持續，2025年業績跑贏大盤了嗎？

國泰海通：關注宏觀對金屬價格走勢核心影響看好稀土戰略資源投資價值

國泰海通證券：短期「滯脹」交易或仍繼續

招商證券：料證券市場平穩運行基本面和估值嚴重錯配迎配置機會

梁世鵬、郭濟敏，加入中金公司管理委員會

國泰海通證券：中東地緣局勢持續國際工程有望受益

東方證券：減重市場MNC管線完善重點轉向開發平台

國泰海通證券：3月節後需求恢復造紙業盈利持續改善

國泰海通：手術機器人全球市場快速拓展國產廠商具備差異化競爭優勢

申萬宏源26Q1電新行業業績前瞻：鋰電儲能周期拐點明顯風電需求驅動利潤持續改善

中金公司股權結構煥新：騰訊阿里離場，易方達、貝萊德等入局；今年以來新發「10億基」突破百隻| 券商基金早參

每日经济新闻

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中信證券：繼續強調2026年油運龍頭利潤有望創新高

國泰海通：AI需求持續上漲繼續關注光互聯

招商證券：4月中下旬市場焦點將轉向一季報業績高增長領域

中信證券：業績催化與風格平衡之下銀行板塊4月相對收益特徵延續全年絕對收益空間顯著

中信證券：國內儲能需求高景氣看好相關頭部廠商

中信證券：市場降温過程中配置要逐步縮圈繼續聚焦在中國優勢製造

招商證券：消費税改革展望國有資本收益收取比例上調如何理解？

光大證券：震盪不改韌性靜待催化信號

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14:58","pubTimestamp":1775545080,"startTime":"0","endTime":"0","summary":"专题：上市券商2025年年报披露！各业务收入大比拼。　　资本市场回暖的2025年，中信建投证券交出了一份“双增”成绩单。年报显示，全年营业收入233.22亿元，同比增长22.41%；归母净利润94.39亿元，同比增长30.68%。中证协数据显示，2025年全行业150家券商实现净利润2194.39亿元，同比增长31.2%。中信建投30.68%的净利润增速与行业均值基本持平，并未明显跑赢大盘。","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/stock/observe/2026-04-07/doc-inhtseyy3554702.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":["06066","BK1147","BK1564"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625980302","title":"國泰海通：關注宏觀對金屬價格走勢核心影響 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14:51","pubTimestamp":1775544693,"startTime":"0","endTime":"0","summary":"中长期展望来看，该行持续看好稀土作为关键战略资源的投资价值。在供需紧平衡的状况下，供需平衡表很重要，但更需关注宏观对金属价格走势的核心影响，货币政策、宏观预期、地缘博弈与供给扰动将成为胜负手。进入4月，密切关注津巴布韦的出口政策对碳酸锂供给的扰动。","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/1425410.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":["REMX","BK0276","BK1147","BK0012","BK1564","XME","BK0028","02611","BK0183","601211","SETM","BK0188","BK0184","159715","BK0201","BK4535"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625987444","title":"國泰海通證券：短期「滯脹」交易或仍繼續","url":"https://stock-news.laohu8.com/highlight/detail?id=2625987444","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625987444?lang=zh_tw&edition=fundamental","pubTime":"2026-04-07 14:46","pubTimestamp":1775544395,"startTime":"0","endTime":"0","summary":"霍尔木兹海峡放松初见迹象","market":"sg","thumbnail":"https://img3.gelonghui.com/42fae-c6e4cbaa-8fda-4dca-879f-a3a72622fab0.jpg?guru_height=853&guru_width=1280&guru_size=160392","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/42fae-c6e4cbaa-8fda-4dca-879f-a3a72622fab0.jpg?guru_height=853&guru_width=1280&guru_size=160392"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/4322772","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":"gelonghui_highlight","symbols":["BK0184","161027","BK1564","BK0201","BK0276","BK1147","BK0012","BK0183","BK0028","02611","BK0188","601211"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625982951","title":"招商證券：料證券市場平穩運行 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13:44","pubTimestamp":1775540687,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，招商证券发布研报称，总体看，监管谨防市场大起大落，坚决维护市场平稳运行;资金面供给宽裕，需求相对弹性。券商板块基本面和估值严重错配，该行认为应高度重视难得的配置机会。招商证券主要观点如下：截至2026年3月31日，A股42家上市券商中24家披露年报，头部券商基本披露完毕权益稳健向上，债市宽幅震荡。市场景气提振业绩，顺应权益行情积极扩表。该行认为，权益市场底部稳固，向上空间充足。","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/1425387.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","06099","BK0183","BK1564","600999","BK0276","BK0012","BK0188","BK1147","BK0010"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625822709","title":"梁世鵬、郭濟敏，加入中金公司管理委員會","url":"https://stock-news.laohu8.com/highlight/detail?id=2625822709","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625822709?lang=zh_tw&edition=fundamental","pubTime":"2026-04-07 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，周佳兴先生不再担任本公司合规总监职务，本公司另有任用。　　自2025年12月起任本公司党委委员。","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/wm/2026-04-07/doc-inhtryta3651129.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":["LU1023057109.AUD","601995","LU0359201885.HKD","LU1508157978.USD","SG9999002828.SGD","LU1781817850.SGD","LU0359201612.USD","LU0359202008.SGD","BK1516","BK1564","03908","BK0276","BK1501","LU1580142542.USD","LU2663582299.SGD","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625598186","title":"國泰海通證券：中東地緣局勢持續 國際工程有望受益","url":"https://stock-news.laohu8.com/highlight/detail?id=2625598186","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625598186?lang=zh_tw&edition=fundamental","pubTime":"2026-04-07 11:49","pubTimestamp":1775533774,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国泰海通证券发布研报称，中东局势持续紧张，伊朗威胁封锁曼德海峡。国泰海通证券主要观点如下：伊朗回应或封锁曼德海峡，中东局势或再生变据新华社消息，伊朗最高领袖外事顾问5日警告伊朗主导的抵抗阵线可能以封锁曼德海峡作为反制措施。中钢国际和北方国际积极拓展中东市场中钢国际密切跟踪阿塞拜疆、沙特市场。","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/1425383.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":["BK0028","BK0188","BK0201","BK0276","BK0012","02611","BK0183","BK1147","BK0184","BK1564","161027","601211"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625798977","title":"東方證券：減重市場MNC管線完善 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11:40","pubTimestamp":1775533233,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东方证券发布研报称，减重市场潜力巨大，现已成为MNC重点布局的领域。东方证券主要观点如下：减重交易热度不减，重点悄然转向全球减重药物市场潜力巨大，IQIVA预测2034年市场规模有望达1300亿美元，已成为MNC必争之地，2026年减重领域交易总金额已突破200亿美元，创阶段性新高。回顾MNC参与的减重交易可发现，其关注重心已从单一产品转向平台和产品组合，2025年中以来交易高度集中于此类标的。","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/1425378.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":["BK0188","600958","BK0183","BK1147","03958","BK0012","BK0276","BK0028","BK1564"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625989454","title":"國泰海通證券：3月節後需求恢復 造紙業盈利持續改善","url":"https://stock-news.laohu8.com/highlight/detail?id=2625989454","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625989454?lang=zh_tw&edition=fundamental","pubTime":"2026-04-07 11:15","pubTimestamp":1775531711,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国泰海通证券发布研报称，3月文化纸厂报价微涨，盈利回升，但下游需求恢复有限；白卡纸因供应宽松、需求不稳而价格下跌；箱瓦纸在规模纸厂拉涨下盈利回升，但下旬供需矛盾显现。木浆市场整体偏弱，进口阔叶浆均价跌幅收窄。国泰海通证券主要观点如下：文化纸：纸厂报价环比微涨，盈利继续回升。木浆：下游需求放量相对有限，阔叶浆价基本持平3月进口木浆交投偏刚需。","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/1425371.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0012","601211","BK1147","BK1564","02611","BK0183","BK0184","BK0188","BK0276","BK0201","161027","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625998985","title":"國泰海通：手術機器人全球市場快速拓展 國產廠商具備差異化競爭優勢","url":"https://stock-news.laohu8.com/highlight/detail?id=2625998985","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625998985?lang=zh_tw&edition=fundamental","pubTime":"2026-04-07 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09:19","pubTimestamp":1775524788,"startTime":"0","endTime":"0","summary":"｜2026年4月7日星期二｜NO.1中金公司股权结构焕新：腾讯阿里离场，易方达、贝莱德等入局随着中金公司2025年年报的正式披露，一场围绕这家头部券商股权结构的“攻防转换”终于尘埃落定。曾经作为战略投资者高调入局的互联网巨头腾讯与阿里巴巴，在过去一年中持续减持中金公司H股，阿里巴巴已淡出前十大股东序列。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202604073695978482.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"37834055bda9c20488a84473d986a2cf","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202604073695978482.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU0708995583.HKD","LU1880383366.USD","LU0261950983.USD","LU1064131003.USD","LU0231483743.USD","LU0052756011.USD","LU0043850808.USD","IE00B8L5B284.USD","LU1242518931.SGD","LU0541502299.USD","LU0608807946.USD","LU1733274390.USD","LU1291159041.SGD","LU2097828714.EUR","LU2430703095.HKD","IE0001KFT4U8.USD","LU0898667661.SGD","LU1188198961.HKD","LU1917777945.USD","LU0886674414.USD","LU2399975544.HKD","LU0501845795.SGD","BK4587","SG9999015986.USD","LU0070302665.USD","LU0675040207.SGD","LU0979878070.USD","LU0414403682.SGD","LU2247934214.USD","LU0577902371.SGD","BK4548","LU0049112450.USD","LU0823040885.USD","LU2133065610.SGD","LU0348783662.USD","IE0003851619.USD","LU1961090484.USD","LU0821914370.USD","LU1226288097.SGD","LU1823568750.SGD","LU1770034418.SGD","LU0208291251.USD","SG9999001093.SGD","LU1670628061.USD","LU2663582299.SGD","LU1813983027.USD","LU0417516738.SGD","LU0700851271.USD","SGXZ90724238.SGD","SGXZ51526630.SGD","LU0856984785.SGD","LU0588545490.SGD","LU0594300179.USD","IE00BPRC5H50.USD","IE00BF5LJ272.USD","LU1267930227.SGD","LU0588545730.USD","BK1618","LU0737861772.HKD","IE00B031HW06.USD","IE0031814852.USD","LU0128525689.USD","LU2362540622.SGD","LU0251144936.SGD","LU0029875118.USD","BK1521","LU0054450605.USD","LU1599440770.SGD","LU0052750758.USD","LU1102505929.USD","BK1147","LU1226287875.USD","LU2226246903.HKD","HK0000352291.HKD","LU0545039389.USD","LU0633140560.USD","LU0070217475.USD","LU0259732245.USD","LU0192582467.USD","LU2257852520.SGD","IE00B0JY6N72.USD","BK4558","LU0593848301.USD","LU0572939691.SGD","LU0823413587.USD","LU2237443549.SGD","LU0345776255.USD","LU0823413660.USD","LU0107464264.USD","LU1481011911.USD","LU0328353924.USD","LU1008478684.HKD","IE00B8HQ1Z84.USD","LU1366334651.USD","LU0169518387.USD","LU0348788117.USD","LU0572940350.SGD","LU0823426308.USD","LU0499858602.USD","LU0320764243.SGD","09988","LU0326948709.USD","LU0516422366.SGD","LU0143863198.USD","LU0469268626.HKD","LU0828238088.HKD","LU0731783048.USD","LU0949170772.SGD","HK0000914686.HKD","LU1868837565.USD","SG9999001846.SGD","LU0320765489.SGD","BK4077","BK4538","LU0326950275.SGD","BK4220","LU0165289439.USD","SG9999001069.SGD","SG9999006597.SGD","LU0577902454.USD","IE00BZ08YT58.USD","LU2237443622.USD","LU1481011671.HKD","BK4503","LU0865486749.SGD","LU1989771016.USD","HK0000306701.USD","HTCD.SI","LU2148510915.USD","BK1517","LU2097828631.EUR","LU0359201885.HKD","IE0003895053.USD","LU0784639295.USD","LU0011963245.USD","BK4543","LU0661504455.SGD","LU2294711473.HKD","LU1868837722.USD","IE00BQXX3F31.USD","SG9999015945.SGD","GB00BDT5M118.USD","LU1226287529.USD","LU2051468812.USD","LU0648001328.SGD","LU0823041008.USD","LU1629966141.USD","LU0039217434.USD","LU1868838027.USD","LU0143863784.USD","LU1655091459.SGD","LU2237443465.HKD","SG9999018865.SGD","LU0531971595.HKD","LU0359201612.USD","BK4554","BABO","LU0868486357.SGD","LU0084288322.USD","LU0287142896.SGD","LU1366334578.USD","LU1211504680.USD","LU0651947912.USD","SG9999014906.USD","LU0345769128.USD","BABW","LU1282649067.USD","LU1509826696.USD","LU0149721374.USD","LU1282651121.HKD","IE00BDGV0183.EUR","SG9999013353.USD","IE00B0169N27.USD","LU0791591158.USD","KBAB","LU0449509016.USD","LU1074936037.SGD","LU1785774172.SGD","BK4607","LU0051755006.USD","LU0132412106.USD","LU0164880469.USD","LU0188438112.USD","IE00B031J352.USD","LU0516423174.USD","LU1201861249.SGD","LU0823397285.USD","SG9999004220.SGD","BK1610","LU0251143458.SGD","LU0106252389.USD","BK4550","LU0269904917.USD","LU2362541513.USD","LU1242518857.USD","LU1051769294.HKD","BK4533","LU1051768304.USD","LU2045819591.USD","LU1725190679.HKD","LU0054237671.USD","IE0032431581.USD","LU2242644610.SGD","LU0791590937.USD","LU1328277881.USD","LU2125910849.SGD","SGXZ81514606.USD","LU0203345920.USD","LU1831875114.USD","LU0819121731.USD","LU0264606111.USD","LU0348825331.USD","BK4122","LU1688375341.USD","LU0049853897.USD","SG9999018857.SGD","LU2264538146.SGD","LU1224444064.USD","LU0128522744.USD","LU0607220059.USD","LU0871576103.HKD","BK4531","LU0828237510.HKD","LU2430703251.USD","BK4581","SG9999001903.USD","LU2008162690.USD","LU0210527791.USD","LU0980610538.SGD","LU1282651048.USD","LU2023250504.SGD","LU0890818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林睦锦。　　美伊冲突爆发极大提升主要消费国的“能源安全”诉求，油轮船队资产属性从“低回报的强周期”逐渐转向“刚需战略资产”。一旦海峡通行能力部分恢复，补库需求亦有望成为周期上行的催化剂。近期Aframax等运价上涨主要在于区域贸易套利需求的大幅增加，供应链环节上冲击最大的为瓶颈环节，而当期的瓶颈主要在船舶。继续强调2026年油运龙头利润有望创新高。","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/hyyj/2026-04-07/doc-inhtrqcm7307231.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1720050803.USD","600030","LU1580142542.USD","LU1794554557.SGD","LU2495084118.USD","LU1997245177.USD","BK0183","LU1997244956.HKD","LU1064131003.USD","BK0188","06030","LU1328615791.USD","LU1781817850.SGD","BK1516","LU1997245094.SGD","LU1064130708.USD","LU2148510915.USD","LU2289578879.USD","BK1521","LU0405327494.USD","BK1147","BK1564","BK0196","LU0405327148.USD","LU1255011170.USD","BK0276","BK0028","BK0012","LU1655091616.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625492607","title":"國泰海通：AI需求持續上漲 繼續關注光互聯","url":"https://stock-news.laohu8.com/highlight/detail?id=2625492607","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625492607?lang=zh_tw&edition=fundamental","pubTime":"2026-04-07 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21:01","pubTimestamp":1775480498,"startTime":"0","endTime":"0","summary":"外部冲击消退后，4月中下旬市场焦点将转向一季报业绩高增长领域。行业选择层面，展望 4 月，行业配置建议主要围绕通胀温和回升的传导，以及一季报业绩展示的行业景气线索展开。4 月推荐重点围绕油价中枢上移盈利改善的领域和一季报业绩有望兑现的领域布局，重点关注：1)出口优势制造领域，如电力设备、机械设备;2)能源安全与高油价受益领域，如煤炭、公用事业;3)AI 需求高景气领域，如电子(半导体)、通信等。","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/1425300.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":["BK0276","BK0183","BK1564","BK0188","BK1147","BK0010","06099","BK0012","BK0028","600999"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625679312","title":"中信證券：業績催化與風格平衡之下 銀行板塊4月相對收益特徵延續 全年絕對收益空間顯著","url":"https://stock-news.laohu8.com/highlight/detail?id=2625679312","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625679312?lang=zh_tw&edition=fundamental","pubTime":"2026-04-06 19:46","pubTimestamp":1775475973,"startTime":"0","endTime":"0","summary":"业绩催化叠加市场风格再均衡，银行板块4月相对收益特征延续;另外，受益于低估值及稳健权益特征，全年绝对收益空间显著。1)资产收益率降幅或收窄。2025年下半年至2026年上半年为中长期限定期存款到期高峰，考虑到3年期定存当前利率较到期利率低近200bps，该部分存款到期预计为银行带来的负债成本节约效应。1)中收增长或延续积极。上周，银行板块小幅下跌1.14%，位居30个中信一级行业第4位，跑赢Wind全A指数1.11ppts。","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/1425294.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":["LU0405327148.USD","LU1064130708.USD","LU2148510915.USD","BK0183","BK0012","LU1794554557.SGD","LU1997245094.SGD","LU1328615791.USD","LU1781817850.SGD","LU1720050803.USD","LU1580142542.USD","BK1147","BK1521","06030","LU1655091616.SGD","LU2495084118.USD","LU1997244956.HKD","BK0196","161121","BK1564","600030","LU2289578879.USD","LU0405327494.USD","LU1997245177.USD","LU1064131003.USD","BK0276","BK1516","BK0188","LU1255011170.USD","BK0028"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625679808","title":"中信證券：國內儲能需求高景氣 看好相關頭部廠商","url":"https://stock-news.laohu8.com/highlight/detail?id=2625679808","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625679808?lang=zh_tw&edition=fundamental","pubTime":"2026-04-06 19:29","pubTimestamp":1775474966,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中信证券发布研报称，2026年4月1-3日在北京举办的第十四届储能国际峰会暨展览会ESIE 2026，吸引超过800家厂商参展，观展热度明显回升。远景能源发布首款储能专用钠离子电芯，并宣布已下线。容量电价政策提升储能经济性，国内储能需求保持高增。2026年国内储能装机有望高速增长，看好储能产业链相关的头部厂商：1)储能系统集成商;2)电芯供应商;3)PCS供应商。","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/1425293.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1781817850.SGD","LU0405327148.USD","LU2148510915.USD","BK1147","BK0183","BK0196","BK1564","LU2289578879.USD","LU1720050803.USD","LU1655091616.SGD","BK0028","LU1997245094.SGD","BK1521","LU1328615791.USD","LU1255011170.USD","06030","LU1064131003.USD","BK0012","LU1997245177.USD","LU1997244956.HKD","BK0276","BK1516","LU0405327494.USD","BK0188","600030","LU1064130708.USD","LU1794554557.SGD","LU2495084118.USD","LU1580142542.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625761636","title":"中信證券：市場降温過程中 配置要逐步縮圈 繼續聚焦在中國優勢製造","url":"https://stock-news.laohu8.com/highlight/detail?id=2625761636","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625761636?lang=zh_tw&edition=fundamental","pubTime":"2026-04-06 19:10","pubTimestamp":1775473838,"startTime":"0","endTime":"0","summary":"市场降温过程中，配置要逐步缩圈，继续聚焦在中国优势制造。中信证券主要观点如下：TACO可能性仍然存在 但市场资金的耐心被逐步消耗基于去年应对“对等关税”时期的经验，当前市场对TACO信息极为敏感。配置缩圈，坚守中国优势制造如果从ETF来看，目前还维持在30周线以上的ETF仅有通信、化工、有色、油气、半导体材料设备等，基本就是北美AI、能化、上游资源几类。配置上，坚定围绕中国优势制造定价权重估布局。","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/1425291.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":["000146.SH","LU1997245177.USD","BK0188","LU1328615791.USD","LU1064130708.USD","BK1521","LU2289578879.USD","LU2148510915.USD","LU2495084118.USD","BK1147","LU1781817850.SGD","LU1794554557.SGD","BK0196","BK0276","LU1997244956.HKD","LU1064131003.USD","BK1516","06030","LU0405327148.USD","LU1255011170.USD","LU1997245094.SGD","BK1564","LU1720050803.USD","LU0405327494.USD","BK0183","LU1580142542.USD","BK0012","BK0028","LU1655091616.SGD","600030"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625162791","title":"招商證券：消費税改革展望 國有資本收益收取比例上調如何理解？","url":"https://stock-news.laohu8.com/highlight/detail?id=2625162791","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625162791?lang=zh_tw&edition=fundamental","pubTime":"2026-04-06 14:59","pubTimestamp":1775458740,"startTime":"0","endTime":"0","summary":"　　本周国内政策端建议重点关注财税体制改革相关内容。第一是消费税，我们梳理了消费税潜在改革的方向。第二是国有资本收益收取比例上调落地。　　国内政策专题一：消费税改革展望。近期市场对消费税改革的讨论增多。","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/stock/2026-04-06/doc-inhtpvue1319032.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":["BK1147","06099","BK1564"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2625952627","title":"光大證券：震盪不改韌性 靜待催化信號","url":"https://stock-news.laohu8.com/highlight/detail?id=2625952627","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2625952627?lang=zh_tw&edition=fundamental","pubTime":"2026-04-06 14:55","pubTimestamp":1775458500,"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！　　本周A 股震荡下行。从主要宽基指数来看，本周A 股主要宽基指数普遍收跌，上证50、上证指数、沪深300 跌幅相对较小，创业板指、科创50、中证500跌幅相对较大。　　风险分析：1、政策实施进度不及预期；2、市场情绪显著回落；3、经济增速水平大幅不及预期；4、中美关系大幅恶化；5、中东局势持续升级。","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/stock/2026-04-06/doc-inhtpvue1318334.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":["06178","BK1147","BK0012","BK0276","BK1564","601788","BK0183","BK0188","BK0028"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":15,"pageCount":13,"totalSize":282,"code":"91000000","status":"200"}]}}