港股详情

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中资券商股

1,116.031

-23.800-2.09%

涨家数：- -

跌家数：15

平家数：3

市盈率：- -

高：1,145.109

开：1,139.831

低：1,115.498

收：1,139.831

数据加载中...

中信证券盘中异动早盘股价大涨3.08%

康希通信第4大股东拟减持 2023上市见顶招商证券保荐

中国经济网

光大证券：光伏玻璃需求向好国内锑价中枢有望上行

广发证券首席经济学家郭磊：政策框架打开了后续消费提升的想象空间

【数据中心电源概念震荡拉升泰豪科技2连板】泰豪科技2连板，奥海科技涨停，新柴股份涨超10%，潍柴重机、科泰电源、森源电气、苏美达等跟涨。消息面上，3月5日，美股玉柴国际继续大涨近13%，连续两日大涨近27%。据招商证券研报，年初以来，数据中心用大缸径发动机开始新一轮涨价（涨幅5-10%），预计涨势会继续甚至加速。

广发证券拟发行3年期美元高级债券初始指导价SOFR+115bps区域

金融界网站

【券商聚焦】中信证券料中国生命科学产业发展迎来了重大转折时刻

中金公司：预计1-2月国内挖机销量同比增长有望超过30%

【券商聚焦】中信证券指水泥行业国内业务承压海外业务成业绩增长关键支撑

【券商聚焦】中信证券：在地产产业链最看好交易服务商

【中信证券：中国水泥扬帆出海有望凭借较强成本优势提高市场份额】中信证券认为，国内水泥行业面临下游需求疲软的挑战，市场竞争愈发激烈，水泥价格也随之不断下滑。众多水泥企业纷纷将目光投向海外，东南亚和非洲是我们企业出海的热门目的地。非洲地区需求增长空间大，且参与者较少，水泥价格全球较高；东南亚是我国最大的海外产能区域，但近年需求增速放缓，部分区域产能过剩。鉴于欧洲国际巨头正逐渐退出新兴市场，我国企业有望凭借较强的成本优势提高市场份额。在我国水泥市场短期内难有较大转变下，海外业务已然成为水泥企业业绩增长的关键支撑。

华泰证券联合解读：2025政府工作报告有哪些看点？

中信证券：水泥出海正当时国内企业有望凭借较强成本优势提高市场份额

【中信证券：特朗普对关键问题点到为止，市场情绪等待非农验证】中信证券研报称，特朗普在美国国会联席会议上的发言涵盖了较多社会议题，移民和边境问题占据了较多的篇幅，但对市场关心、影响资产价格的问题都“点到为止”，没有太多增量信息。发言提到了削减支出和减税等平衡联邦预算的问题，但如“卖金卡”这样“不拘一格”的方法侧面显示了美国财政和债务问题的棘手，结合最新共和党预算案，我们延续此前观点，认为特朗普2.0时期大概率仍是财政扩张。近期，密歇根大学消费者调查以及PMI等soft data使得市场明显risk off。特朗普发言对经济和通胀问题的云淡风轻似乎强化了“Trump Recession”叙事。然而，我们认为美国就业市场稳健的根本环境并没有发生转变，若2月非农数据仍然坚挺，市场短期的risk off情绪或有所缓和。

中信证券：特朗普对关键问题点到为止，市场情绪等待非农验证

中信证券首次覆盖中国水务(00855)：稀缺供水龙头受益价改提速

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S、3年期、以美元计价的浮动利率债券。\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/2025-03-06/doc-inensrzp6894299.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":["BK0028","BK0188","BK1147","01776","BK0012","BK0276","BK0183","000776","SG9999001093.SGD","SOFR","BK1564"],"gpt_icon":0},{"id":"2517974571","title":"【券商聚焦】中信证券料中国生命科学产业发展迎来了重大转折时刻","url":"https://stock-news.laohu8.com/highlight/detail?id=2517974571","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517974571?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 09:05","pubTimestamp":1741223147,"startTime":"0","endTime":"0","summary":"2025年3月4日，明确决定对因美纳公司采取“禁止其向中国出口基因测序仪”措施。该行认为中国生命科学产业发展迎来了重大转折时刻，国产公司全力对于已经和Illumina建立长期合作关系的终端而言，可能潜在面临试剂短缺、设备维修保养困难等问题，在转向新的检测平台之前，原有的检测业务可能直接面临停摆风险。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954449","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":["BK0188","BK0028","06030","LU1328615791.USD","LU1064130708.USD","LU1997245094.SGD","BK0012","600030","LU0405327148.USD","BK0183","LU1794554557.SGD","LU1997245177.USD","LU2148510915.USD","BK0196","LU0405327494.USD","BK1516","BK0276","BK1564","BK1147","LU1997244956.HKD","LU2289578879.USD","BK1521","LU1064131003.USD","LU1720050803.USD","LU2495084118.USD"],"gpt_icon":0},{"id":"2517974621","title":"中金公司：预计1-2月国内挖机销量同比增长有望超过30%","url":"https://stock-news.laohu8.com/highlight/detail?id=2517974621","media":"格隆汇","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517974621?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 09:05","pubTimestamp":1741223134,"startTime":"0","endTime":"0","summary":"中金公司研报称，本次政府工作报告中赤字率、公共预算、超长期特别国债、地方政府专项债券的目标均比去年有所提升。财政支出强度明显加大，且与此前政策相比，特别强调资金实际支出。资金到位率提升，有望促进基建以及大型工程项目开工率增长，有望提振工程机械等顺周期相关行业需求。预计1—2月国内挖机销量同比增长有望超过30%，中金公司认为，财政支出强度以及资金使用效率的提升，有望进一步推动国内工程机械等装备国内需求的上行。","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://finance.jrj.com.cn/2025/03/06090548554268.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":"jinrongjie_stock","symbols":["BK1516","BK0276","SG9999002828.SGD","BK1501","BK1147","03908","BK1564","601995"],"gpt_icon":0},{"id":"2517745279","title":"【券商聚焦】中信证券指水泥行业国内业务承压 海外业务成业绩增长关键支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2517745279","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517745279?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 09:02","pubTimestamp":1741222932,"startTime":"0","endTime":"0","summary":"众多水泥企业纷纷将目光投向海外，东南亚和非洲是该行企业出海的热门目的地。非洲地区需求增长空间大，且参与者较少，水泥价格全球较高；东南亚是我国最大的海外产能区域，但近年需求增速放缓，部分区域产能过剩。在我国水泥市场短期内难有较大转变下，海外业务已然成为水泥企业业绩增长的关键支撑。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmQzNzBkZGZmOTg1MzM5MTQzMTA0Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954447","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":["BK0196","SG9999002950.SGD","BK1570","BK1147","LU0405327148.USD","LU2289578879.USD","BK0183","BK1503","LU1997245177.USD","BK1564","LU1064131003.USD","600030","01313","00691","LU1997244956.HKD","BK1563","06655","SG9999003461.SGD","LU0405327494.USD","LU1997245094.SGD","BK0188","00695","BK1521","BK1500","BK1589","BK0276","LU1794554557.SGD","LU1720050803.USD","LU1064130708.USD","06030","LU1328615791.USD","BK1135","BK1583","BK1516","BK0028","00914","LU2148510915.USD","BK1505","BK0012","LU2495084118.USD","BK1594","02233","BK1507","03323"],"gpt_icon":0},{"id":"2517971129","title":"【券商聚焦】中信证券：在地产产业链最看好交易服务商","url":"https://stock-news.laohu8.com/highlight/detail?id=2517971129","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517971129?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 08:57","pubTimestamp":1741222625,"startTime":"0","endTime":"0","summary":"该行认为，房地产最确定的基本面变量，是大量成交换手才能推动价格走稳，即全年一二手房交易GTV超预期。所以，该行在地产产业链最看好交易服务商。此外，该行也看好具备好产品开发能力和优质资产组合的开发商，以及具备成长前景和分红能力的物业服务公司。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1954445","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":["BK0188","LU1997244956.HKD","IE00BVYPNP33.GBP","LU0594300419.USD","LU0650527681.SGD","LU0737861772.HKD","LU1152091168.USD","01109","00081","LU0329678337.USD","LU1794554557.SGD","LU0738912210.USD","LU0370786039.SGD","03990","LU2088748020.USD","03900","LU1023057109.AUD","03380","BK1507","BK0196","00688","LU2088747725.USD","03121","BK1240","BK1570","000002","00123","BK0028","LU0417516902.SGD","IE00BZ08YT58.USD","LU0791591158.USD","SG9999009997.SGD","03301","LU1993786604.SGD","SG9999010052.SGD","LU0072913022.USD","LU1720050803.USD","00960","BK0183","06030","LU0048580855.USD","LU2148510915.USD","SG9999010078.USD","600030","LU1366334651.USD","LU0067412154.USD","BK1564","02777"],"gpt_icon":0},{"id":"2517487971","title":"【中信证券：中国水泥扬帆出海 有望凭借较强成本优势提高市场份额】 中信证券认为，国内水泥行业面临下游需求疲软的挑战，市场竞争愈发激烈，水泥价格也随之不断下滑。众多水泥企业纷纷将目光投向海外，东南亚和非洲是我们企业出海的热门目的地。非洲地区需求增长空间大，且参与者较少，水泥价格全球较高；东南亚是我国最大的海外产能区域，但近年需求增速放缓，部分区域产能过剩。鉴于欧洲国际巨头正逐渐退出新兴市场，我国企业有望凭借较强的成本优势提高市场份额。在我国水泥市场短期内难有较大转变下，海外业务已然成为水泥企业业绩增长的关键支撑。","url":"https://stock-news.laohu8.com/highlight/detail?id=2517487971","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517487971?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 08:54","pubTimestamp":1741222449,"startTime":"0","endTime":"0","summary":"中信证券认为，国内水泥行业面临下游需求疲软的挑战，市场竞争愈发激烈，水泥价格也随之不断下滑。众多水泥企业纷纷将目光投向海外，东南亚和非洲是我们企业出海的热门目的地。非洲地区需求增长空间大，且参与者较少，水泥价格全球较高；东南亚是我国最大的海外产能区域，但近年需求增速放缓，部分区域产能过剩。鉴于欧洲国际巨头正逐渐退出新兴市场，我国企业有望凭借较强的成本优势提高市场份额。在我国水泥市场短期内难有较大转变下，海外业务已然成为水泥企业业绩增长的关键支撑。","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/2025/03/06085448553162.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":["LU2495084118.USD","06030","BK0188","BK0028","BK1516","BK0196","LU1064131003.USD","LU1328615791.USD","LU0405327148.USD","BK1564","LU2148510915.USD","LU1064130708.USD","BK1147","LU2289578879.USD","BK0276","LU0405327494.USD","LU1997245094.SGD","LU1720050803.USD","LU1794554557.SGD","LU1997244956.HKD","LU1997245177.USD","BK1521","600030","BK0012","BK0183"],"gpt_icon":0},{"id":"2517977650","title":"华泰证券联合解读：2025政府工作报告有哪些看点？","url":"https://stock-news.laohu8.com/highlight/detail?id=2517977650","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517977650?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 08:50","pubTimestamp":1741222200,"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！　　2025年3月5日，2025年政府工作报告发布，报告有哪些值得关注的要点、蕴含哪些投资机会？华泰研究多团队带来联合解读。　　十四届全国人大三次会议于3月5日在北京召开。政府工作报告中对今年宏观政策的部署延续2024年12月中央经济工作会议“稳中求进”的总体基调，我们对其重要关注点做简要梳理。","market":"sg","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/2025-03-06/doc-inensmtp8148039.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","LU1064131003.USD","LU1934453819.USD","601688","LU1580142542.USD","06886","BK1147","BK1564","BK0276","BK0183","BK0012","BK0028","LU1328615791.USD","LU1979443071.USD","LU2148510915.USD","LU1064130708.USD","LU1781817850.SGD"],"gpt_icon":0},{"id":"2517971671","title":"中信证券：水泥出海正当时 国内企业有望凭借较强成本优势提高市场份额","url":"https://stock-news.laohu8.com/highlight/detail?id=2517971671","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517971671?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 08:38","pubTimestamp":1741221523,"startTime":"0","endTime":"0","summary":"鉴于欧洲国际巨头正逐渐退出新兴市场，我国企业有望凭借较强的成本优势提高市场份额。中信证券主要观点如下：水泥国内业务承压下，水泥出海正当时。从全球市场空间来看，根据USGS数据，测算到2030年非洲、南美洲及东南亚等新兴市场的水泥存量替代及增量需求总量约为2.01亿吨，为国内企业的持续扩张提供足够的空间。我国水泥企业生产技术高，成本管控更优。水泥出海面临资金壁垒，目前国内水泥企业财务状况承压，海外投资更须谨慎。","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/1258329.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":["LU1064130708.USD","LU2495084118.USD","BK0183","BK0028","BK1521","LU1328615791.USD","BK1147","LU2148510915.USD","LU1064131003.USD","600030","BK1564","LU1720050803.USD","LU2289578879.USD","06030","LU0405327494.USD","BK1516","LU0405327148.USD","LU1997245094.SGD","BK0188","BK0196","LU1794554557.SGD","BK0012","LU1997245177.USD","BK0276","LU1997244956.HKD"],"gpt_icon":0},{"id":"2517790209","title":"【中信证券：特朗普对关键问题点到为止，市场情绪等待非农验证】中信证券研报称，特朗普在美国国会联席会议上的发言涵盖了较多社会议题，移民和边境问题占据了较多的篇幅，但对市场关心、影响资产价格的问题都“点到为止”，没有太多增量信息。发言提到了削减支出和减税等平衡联邦预算的问题，但如“卖金卡”这样“不拘一格”的方法侧面显示了美国财政和债务问题的棘手，结合最新共和党预算案，我们延续此前观点，认为特朗普2.0时期大概率仍是财政扩张。近期，密歇根大学消费者调查以及PMI等soft data使得市场明显risk off。特朗普发言对经济和通胀问题的云淡风轻似乎强化了“Trump Recession”叙事。然而，我们认为美国就业市场稳健的根本环境并没有发生转变，若2月非农数据仍然坚挺，市场短期的risk off情绪或有所缓和。","url":"https://stock-news.laohu8.com/highlight/detail?id=2517790209","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517790209?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 08:37","pubTimestamp":1741221479,"startTime":"0","endTime":"0","summary":"发言提到了削减支出和减税等平衡联邦预算的问题，但如“卖金卡”这样“不拘一格”的方法侧面显示了美国财政和债务问题的棘手，结合最新共和党预算案，我们延续此前观点，认为特朗普2.0时期大概率仍是财政扩张。近期，密歇根大学消费者调查以及PMI等soft data使得市场明显risk off。特朗普发言对经济和通胀问题的云淡风轻似乎强化了“Trump Recession”叙事。","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/2025/03/06083748553099.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":"jinrongjie_stock","symbols":["LU1997245177.USD","BK1147","BK1516","06030","LU1794554557.SGD","LU1064131003.USD","LU0405327494.USD","LU1720050803.USD","LU1064130708.USD","BK1564","BK0012","LU2495084118.USD","BK1521","LU1997245094.SGD","BK0183","LU2289578879.USD","LU1328615791.USD","BK0188","LU0405327148.USD","BK0276","600030","BK0196","LU1997244956.HKD","LU2148510915.USD","BK0028"],"gpt_icon":0},{"id":"2517979933","title":"中信证券：特朗普对关键问题点到为止，市场情绪等待非农验证","url":"https://stock-news.laohu8.com/highlight/detail?id=2517979933","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517979933?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 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受益价改提速","url":"https://stock-news.laohu8.com/highlight/detail?id=2517979376","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517979376?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 08:30","pubTimestamp":1741221000,"startTime":"0","endTime":"0","summary":"智通财经 APP 获悉，中信证券发表研报称，中国水务深耕供水行业 20 余年，售水收入排名全国第一。国内新一轮自来水调价周期正在酝酿，多地供水已启动调价工作。首次覆盖，给予 “买入” 评级，目标价 6.7 港元。我们将 DCF 及 PE 两种估值方法的估值结果均值作为目标价，给予公司 6.70 港元目标价，首次覆盖，给予 “买入” 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