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华泰证券
11.360
-0.260
-2.24%
手动刷新
成交量:
817.04万
成交额:
9,279.26万
市值:
1,025.50亿
市盈率:
6.57
高:
11.560
开:
11.560
低:
11.260
收:
11.620
数据加载中...
总览
公司
新闻
公告
研报掘金丨华泰证券:下调金沙中国目标价至21.2港元 维持“买入”评级
格隆汇
·
昨天
《大行》华泰证券降金沙中国(01928.HK)目标价至21.2元 维持“买入”评级
阿斯达克财经
·
昨天
【券商聚焦】华泰证券指房地产行业方向符合预期 关注细则落地
金吾财讯
·
昨天
【券商聚焦】华泰证券:3月工业企业利润回升,关注4月外需变化
金吾财讯
·
昨天
华泰证券:房地产行业增量政策窗口逐步打开
美港电讯
·
昨天
【华泰证券:房地产行业增量政策窗口逐步打开】华泰证券研报指出,进入二季度,房地产行业增量政策窗口逐步打开,结合更加积极有为的宏观政策以及更加积极的财政政策定调,后续需关注实操政策落地节奏。华泰证券认为一线城市更具政策弹性,看好因此带来的市场复苏节奏以及相关标的。
金融界
·
昨天
中科创达:接受华泰证券等机构调研
每日经济新闻
·
04-27
华泰证券发布苏州恒泰租赁住房REIT限售公告 限售期最长60个月
观点网
·
04-27
【券商聚焦】华泰证券车展观察:智能驾驶竞争进入“深水区”
金吾财讯
·
04-25
【券商聚焦】华泰证券:国内光伏需求高景气 Q1亏损或环比收窄
金吾财讯
·
04-25
【券商聚焦】华泰证券:新能源车Q1需求淡季不淡 预计多数锂电产业链企业量增利稳
金吾财讯
·
04-25
华泰证券:互联网金融平台行业估值性价比凸显
美港电讯
·
04-25
华泰证券:互联网金融平台行业估值性价比凸显
第一财经
·
04-25
华泰证券:一季度金融股仓位有所下行 把握结构机会
美港电讯
·
04-25
【华泰证券:一季度需求向好 电力新能源行业业绩修复可期】 华泰证券研报认为,2025年一季度电力新能源行业多领域需求向好,业绩修复可期。其中,新能源车一季度需求淡季不淡,预计多数锂电产业链企业量增利稳;风电一季度需求高景气,陆海风开工提速,产业链排产出货高增长;光伏抢装驱动产业链涨价,一季度亏损或环比收窄;储能领域,一季度中美抢装抢出口支撑需求,欧洲工商储大储起量支撑业绩;工控领域,一季度需求向好,AIDC、机器人方向热度高。
金融界
·
04-25
华泰证券04月24日遭主力抛售2万元
市场透视
·
04-24
【华泰证券:未来可控核聚变每年的全球投资规模有望达到100~900亿元】华泰证券发布研报称,可控核聚变正从短期主题投资变成长期产业投资,预计未来几年全球每年有约2~3个核聚变装置建设投产,行业加速从0到1,产业链招标和订单有望迎来持续催化。可控核聚变反应的约束方式和原料组合众多,当前氘氚磁约束聚变仍是主流,占在运和在建约一半。磁约束托卡马克装置目前单位造价在100~300元/瓦聚变功率不等,我们按照每年新建2-3个装置,每个装置聚变功率50~100MW,对应未来可控核聚变每年的全球投资规模有望达到100~900亿元不等。
金融界
·
04-24
华泰证券:未来可控核聚变每年的全球投资规模有望达到100~900亿元
美港电讯
·
04-24
【券商聚焦】华泰证券:AI在游戏领域的赋能已初显成效 并正稳步落地
金吾财讯
·
04-24
【券商聚焦】华泰证券:德国政策调整,关注5G设备商海外复苏机遇
金吾财讯
·
04-24
更多
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14:57","pubTimestamp":1745823420,"startTime":"0","endTime":"0","summary":"华泰证券发表报告指,金沙中国母公司美股LVS于美国时间上周三盘后发布第一季财报,当中澳门业务博彩毛收入6.1亿美元,按年跌6%,按季跌2%,恢复至2019年第一季的69%。该行认为金沙中国仍承担由翻新带来的份额和利润压力,叠加行业缺乏增长动能,澳门政府预计今年总赌收为2,400亿澳门元,但首三个月平均不到200亿澳门元,而历史上政府预测偏保守。维持“买入”评级。目标价由24.7港元降至21.2港元。沽空资料截至 2025-04-28 12:25。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180124171331928_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180124171331928_s.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1436367&catg=4&source=AAFN","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":"aastocks_highlight","symbols":["06886","01928"],"gpt_icon":0},{"id":"2530968114","title":"【券商聚焦】华泰证券指房地产行业方向符合预期 关注细则落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2530968114","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530968114?lang=zh_cn&edition=fundamental","pubTime":"2025-04-28 09:19","pubTimestamp":1745803170,"startTime":"0","endTime":"0","summary":"金吾财讯 | 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09:16","pubTimestamp":1745802998,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券对3月工业企业利润数据点评,今年3月的工业企业盈利增速较1-2月的-0.3%回升至2.6%,部分受财政支出扩张以及“抢出口”效应的提振。往前看,考虑到今年政府债发行较为前置,3月以来高频数据显示部分基建及投资活动有所加速,或有望推动3月企业盈利改善。考虑到今年关税政策面临较大不确定性,出口中远期或有所承压,工业企业盈利持续回升仍需内需及价格指标延续改善。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/N2I4ZDVmMTM1NjM3MTU3MjA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1957759","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":["601688","BK0183","BK0276","06886","BK0028","LU1328615791.USD","LU1781817850.SGD","LU2148510915.USD","LU1979443071.USD","BK0188","BK1564","LU1580142542.USD","BK1147","BK0012","LU1064131003.USD","LU1934453819.USD","LU1064130708.USD"],"gpt_icon":0},{"id":"2530467982","title":"华泰证券:房地产行业增量政策窗口逐步打开","url":"https://stock-news.laohu8.com/highlight/detail?id=2530467982","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530467982?lang=zh_cn&edition=fundamental","pubTime":"2025-04-28 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21:15","pubTimestamp":1745759712,"startTime":"0","endTime":"0","summary":"每经AI快讯,中科创达(SZ 300496,收盘价:52.97元)发布公告称,2025年04月23日-25日,中科创达接受华泰证券等机构调研。截至发稿,中科创达市值为244亿元。每经头条(nbdtoutiao)——这款“神药”一年卖出2100亿元,连续两年称霸全球,多家中国公司却在新药上市前壮士断腕,有公司不惜计提上亿元损失也要坚决出局(记者 曾健辉)","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=nesSN2025042721155894e4bbbe&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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15:57","pubTimestamp":1745740620,"startTime":"0","endTime":"0","summary":"观点网讯:4月27日,华泰证券(上海)资产管理有限公司发布华泰紫金苏州恒泰租赁住房封闭式基础设施证券投资基金战略配售份额限售公告。该基金的战略配售份额限售涉及原始权益人及其关联方,以及其他专业机构投资者,限售期限从36个月至60个月不等。华泰证券(上海)资产管理有限公司将在限售解除前5个交易日披露解除限售安排。","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=nesSN2025042716035694e4836d&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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华泰证券表示,4/23,该行参加上海车展媒体日活动,实地走访了包括小米、比亚迪、问界、蔚来、理想、小鹏、极氪等整车品牌,以及地平线、黑芝麻、Momenta、芯驰等芯片/平台公司。该行观察到:1)智能驾驶改名,企业强调安全。参展公司在宣传中弱化“智驾”宣传,安全成为消费者考虑的重点;2)会场上国际记者/博主增多,出海是企业主线。国际记者以及博主参展较多,侧面反映中国电动车的全球影响力;3)“世界模型”成为AI辅助驾驶的新技术趋势。会场上各车企及平台供应商强调“世界模型”,智能驾驶竞争进入“深水区”。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1957675","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":["LU0214875030.USD","EVS.SI","LU0634319403.HKD","81211","LU0588545904.SGD","LU1303224171.USD","601633","BK1564","80175","BK1521","LU2399975544.HKD","GELYY","IE00BZ08YR35.GBP","002594","LU0348825331.USD","BYDDY","09863","LU0348805143.USD","LU0348827113.USD","02333","LU0449509016.USD","LU1282651121.HKD","00175","HYDD.SI","GWLLY","BK0028","LU0289961442.SGD","LU0505663152.USD","82333","LU0359201885.HKD","LU1861214812.USD","LU0572944931.SGD","02238","LU0588545730.USD","LU0327786744.USD","IE00B0JY6N72.USD","LU1934453819.USD","BK1610","06886","LU1719994722.HKD","LU0540923850.HKD","BK1575","601688","LU0543330566.HKD","BK1119"],"gpt_icon":0},{"id":"2530386914","title":"【券商聚焦】华泰证券:国内光伏需求高景气 Q1亏损或环比收窄","url":"https://stock-news.laohu8.com/highlight/detail?id=2530386914","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530386914?lang=zh_cn&edition=fundamental","pubTime":"2025-04-25 09:03","pubTimestamp":1745543023,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示,受新能源入市抢装影响,国内光伏需求高景气,根据国家能源局统计,25Q1国内光伏新增装机59.71GW,同比+30.5%。该行看好Q1抢装驱动排产提升,产业链有望实现量价齐升,亏损环比收窄。展望Q2,该行预计3-4月抢装排产结束后或进入需求真空期,叠加川滇丰水期临近,部分产能存在复产预期,产业链量价或短期承压。新技术方面,BC电池产业化进展加速。供给侧政策与市场化出清驱动行业供需错配改善,新技术降本提效促进渗透率提升,建议关注硅料、电池、玻璃环节。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1957668","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":["03606","BK1500","LU1580142542.USD","601688","BK1564","06886","LU0509642566.USD","LU1655091616.SGD","BK1154","BK1594","03868","03800","LU0456827905.SGD","BK1169","LU1064131003.USD","BK0188","BK1509","BK0276","BK0012","LU1064130708.USD","06865","LU0327786744.USD","LU1781817850.SGD","BK1105","IE00BZ08YR35.GBP","LU0051755006.USD","LU2242644610.SGD","BK0183","01799","IE00BZ08YT58.USD","LU1983299162.USD","BK0028","BK1610","IE0034224299.USD","LU0269904917.USD","00968","LU0572944931.SGD","00868","LU0828238088.HKD","BK1144","BK1589","LU2148510915.USD","BK1554","LU0455707207.USD","01250","LU1934453819.USD","LU1979443071.USD","LU1328615791.USD","BK1148","IE00BZ08YS42.EUR"],"gpt_icon":0},{"id":"2530558914","title":"【券商聚焦】华泰证券:新能源车Q1需求淡季不淡 预计多数锂电产业链企业量增利稳","url":"https://stock-news.laohu8.com/highlight/detail?id=2530558914","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530558914?lang=zh_cn&edition=fundamental","pubTime":"2025-04-25 09:00","pubTimestamp":1745542831,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示,据乘联会,25Q1国内新能源乘用车零售量242.1万辆,同比+37.2%,根据动力电池联盟,我国25Q1电池销量达285.8GWh,同比+73.7%,需求呈现淡季不淡的现象,锂电产业链企业产能利用率总体高于去年同期,产能利用率提高+新增产能放缓供需边际收紧,盈利能力存在支撑,该行预计多数锂电产业链企业25Q1量增利稳,其中铁锂、负极环节表现或更为明显。新技术中,固态电池在新能源汽车、eVTOL等领域产业化步伐加快;钠电在两轮车、储能等领域应用加速推进;头部企业发力换电模式推广。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1957667","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":["399417","HYDD.SI","LU1188198961.HKD","LU0823414478.USD","LU0289739343.SGD","09696","81211","LU1328615791.USD","LU0348735423.USD","LU1861214812.USD","LU0175139822.USD","LU1242518857.USD","LU0819123356.HKD","03931","SG9999014674.SGD","06886","LU1720050803.USD","LU0214875030.USD","LU0307460666.USD","002594","LU0327786744.USD","LU2348774022.SGD","LU0588546209.SGD","01772","BK1119","BK1129","BK1522","LU1979443071.USD","SG9999006514.SGD","LU2360107325.USD","LU1781817850.SGD","LU0052750758.USD","LU0359202008.SGD","LU1303224171.USD","IE00BD6J9T35.USD","LU2153592121.USD","LU0244354667.USD","601688","BK1564","LU1064131003.USD","LU0593848301.USD","BYDDY","LU0211977185.USD","LU0561508036.HKD","BK1594","LU1880383366.USD","161028","BK0276"],"gpt_icon":0},{"id":"2530915747","title":"华泰证券:互联网金融平台行业估值性价比凸显","url":"https://stock-news.laohu8.com/highlight/detail?id=2530915747","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530915747?lang=zh_cn&edition=fundamental","pubTime":"2025-04-25 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华泰证券研报认为,2025年一季度电力新能源行业多领域需求向好,业绩修复可期。其中,新能源车一季度需求淡季不淡,预计多数锂电产业链企业量增利稳;风电一季度需求高景气,陆海风开工提速,产业链排产出货高增长;光伏抢装驱动产业链涨价,一季度亏损或环比收窄;储能领域,一季度中美抢装抢出口支撑需求,欧洲工商储大储起量支撑业绩;工控领域,一季度需求向好,AIDC、机器人方向热度高。","url":"https://stock-news.laohu8.com/highlight/detail?id=2530251915","media":"金融界","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530251915?lang=zh_cn&edition=fundamental","pubTime":"2025-04-25 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