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中资券商股

1,170.432

+35.1333.09%

涨家数：15

跌家数：2

平家数：1

市盈率：- -

高：1,179.666

开：1,138.117

低：1,138.117

收：1,135.299

数据加载中...

总览新闻资讯

【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

中信证券：全面提振信心，拥抱核心资产

中信证券：市场信心修复将从科技领域逐步扩散到经济领域

中金：A股市场已过重山底部大概率已经出现

中信建投周君芝：2025年重要的是什么｜政府工作报告解读

中信建投证券研究

广发证券(01776.HK)拟发不逾30亿人币短期公司债票息2.02%

阿斯达克财经

中国银河证券：AI+家电改变消费服务行业的业态具身智能开启万物拟人时代

中信证券：华夏基金2024年度财务数据披露

截至3月5日，国泰君安和海通证券从业人数

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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":["LU1794554557.SGD","LU1064131003.USD","BK1147","BK0028","BK0276","600030","LU2495084118.USD","LU1997244956.HKD","LU1997245094.SGD","BK0012","BK1564","LU1720050803.USD","LU1064130708.USD","LU2289578879.USD","LU0405327494.USD","LU1997245177.USD","LU2148510915.USD","BK0183","06030","BK0188","LU0405327148.USD","BK0196","BK1516","LU1328615791.USD","BK1521"],"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” 评级。","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/1258314.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":["LU1997244956.HKD","SG9999003461.SGD","00855","BK0276","BK1194","BK1516","600030","LU1997245094.SGD","BK0188","LU1064130708.USD","BK1552","LU2148510915.USD","LU2495084118.USD","BK0028","LU1328615791.USD","BK1564","06030","LU1794554557.SGD","BK1147","BK0012","LU0405327148.USD","LU0405327494.USD","LU1720050803.USD","LU1997245177.USD","LU2289578879.USD","BK0183","LU1064131003.USD","BK0196","BK1521"],"gpt_icon":0},{"id":"2517974068","title":"中信证券：全面提振信心，拥抱核心资产","url":"https://stock-news.laohu8.com/highlight/detail?id=2517974068","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517974068?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 08:30","pubTimestamp":1741221000,"startTime":"0","endTime":"0","summary":"　　来源|中信证券研究。我们沿着科技创新推动产业价值重构、供给侧改革引导行业供需出清以及制度优化释放消费潜能三个视角，从科技、工业和消费板块中甄选出A股“新核心资产30”组合，中国的核心资产有望迎来春天。　　本文节选自中信证券研究部已于2025年3月5日发布的《A股市场热点酷评—全面提振信心，拥抱核心资产》报告，具体分析内容请详见报告。","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/marketresearch/2025-03-06/doc-inensmtt3774014.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":["BK1521","LU1997245094.SGD","LU1328615791.USD","BK1147","BK1516","BK0188","BK0196","LU2495084118.USD","BK0183","LU1997245177.USD","LU1997244956.HKD","LU1064131003.USD","BK0028","LU2289578879.USD","600030","06030","LU0405327148.USD","LU1720050803.USD","LU1794554557.SGD","BK0276","LU1064130708.USD","LU0405327494.USD","LU2148510915.USD","BK1564","BK0012"],"gpt_icon":0},{"id":"2517971815","title":"中信证券：市场信心修复将从科技领域逐步扩散到经济领域","url":"https://stock-news.laohu8.com/highlight/detail?id=2517971815","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517971815?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 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刘春彤。　　2025年两会如期召开，除了符合预期的总量类经济目标之外，科技AI创新+供给侧“反内卷”+需求侧扩内需三大明确的政策思路振奋人心，预计市场信心的修复将从科技领域逐步扩散到经济领域。　　2025年《政府工作报告》提出，GDP增速目标为5.0%左右，赤字率为4%，特别国债总计规模接近2万亿，地方政府专项债规模超过4万亿等，这与中央经济工作会议的定调基本一致，也符合市场预期。","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/marketresearch/2025-03-06/doc-inensmtv1100089.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":["LU0405327494.USD","BK0276","LU1997245094.SGD","LU1794554557.SGD","BK0196","BK1521","LU1720050803.USD","BK1147","LU1064130708.USD","600030","BK1564","BK1516","BK0028","LU1328615791.USD","LU2289578879.USD","LU0405327148.USD","LU1997244956.HKD","LU1997245177.USD","LU1064131003.USD","BK0188","BK0183","06030","LU2148510915.USD","LU2495084118.USD","BK0012"],"gpt_icon":0},{"id":"2517997976","title":"中金：A股市场已过重山 底部大概率已经出现","url":"https://stock-news.laohu8.com/highlight/detail?id=2517997976","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517997976?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 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08:10","pubTimestamp":1741219823,"startTime":"0","endTime":"0","summary":"相较以往，大部分政府工作目标持平或增长，唯独CPI目标今年有明显下降。2025年政府工作目标，直观上令人眼前一亮的是财政预算扩容。评估2025年财政力度，最终落脚到财政总盘子。2025年政府工作报告对消费的关注度显著高于往年。除了将“大力提振消费”作2025年政府工作首要任务之外，还明确提及“育儿补贴”和生育政策。","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=nesSN20250306095057abea7664&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250306095057abea7664&s=b","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":"tencent","symbols":["06066","BK1147","BK1564"],"gpt_icon":0},{"id":"2517797974","title":"广发证券(01776.HK)拟发不逾30亿人币短期公司债 票息2.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=2517797974","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517797974?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 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具身智能开启万物拟人时代","url":"https://stock-news.laohu8.com/highlight/detail?id=2517769579","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517769579?lang=zh_cn&edition=fundamental","pubTime":"2025-03-06 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06:41","pubTimestamp":1741214460,"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！\t\t05. 中信证券披露其控股子公司华夏基金管理有限公司2024年度主要财务数据。截至2024年12月31日，华夏基金总资产达202.34亿元人民币，总负债63.02亿元人民币，净资产139.32亿元人民币。2024年全年，华夏基金实现营业收入80.31亿元人民币，净利润21.58亿元人民币，综合收益总额21.81亿元人民币。此外，华夏基金母公司管理资产规模达到24,645.31亿元人民币，展现出其强大的资产管理能力。\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-inensfmr8216414.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":["LU2289578879.USD","LU1997244956.HKD","BK0028","06030","BK0012","BK0276","LU1794554557.SGD","BK0196","BK1521","LU0405327148.USD","BK0188","LU1064131003.USD","LU2148510915.USD","LU0405327494.USD","BK1147","BK1564","LU1720050803.USD","600030","LU1997245094.SGD","LU1997245177.USD","BK0183","LU2495084118.USD","LU1328615791.USD","LU1064130708.USD","BK1516"],"gpt_icon":0},{"id":"2517944127","title":"截至3月5日，国泰君安和海通证券从业人数","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_cn&edition=fundamental","pubTime":"2025-03-06 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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":["BK0276","BK0070","600837","601211","BK0201","BK1147","BK0184","06837","BK0028","BK0183","BK0188","BK1564","02611","BK0012"],"gpt_icon":0}],"pageSize":16,"totalPage":56,"pageCount":4,"totalSize":883}]}}