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港股
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一帶一路
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港股概念追蹤|一季度為行業傳統旺季 工程機械迎來開工+銷售旺季(附概念股)
智通财经
·
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金十期貨2月28日訊,Mysteel煤焦:港口焦炭現貨市場暫穩運行。港口貿易集港數量一般,港口庫存較上一工作日穩中有增。
金十财经
·
02-28
【券商聚焦】中信證券指公商務需求加速修復 期待長航線獲得增量
金吾财讯
·
02-28
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智通财经
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09:39","pubTimestamp":1740706795,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,值得一提的是,一季度为行业传统旺季,多家工程机械主机厂有望实现开门红。春季躁动的来源主要系政策导向下,工程机械迎来开工+销售旺季。受预算释放、春节后复工、气候适宜、两会后政策支持、市场促销等多方面因素影响,第一季度一般为工程机械开工+销售旺季。浙商证券发布研报称,受益全球化与国内更新周期有望逐步启动,工程机械或进入反转周期。","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/1255929.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":["IE0034224299.USD","HSTECH","BK1505","HSCEI","00631","BK1171","00564","YANG","159542","SG9999014674.SGD","01157","03339","BK1548"],"gpt_icon":1},{"id":"2514363359","title":"金十期貨2月28日訊,Mysteel煤焦:港口焦炭現貨市場暫穩運行。港口貿易集港數量一般,港口庫存較上一工作日穩中有增。","url":"https://stock-news.laohu8.com/highlight/detail?id=2514363359","media":"金十财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514363359?lang=zh_tw&edition=fundamental","pubTime":"2025-02-28 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06:50","pubTimestamp":1740696622,"startTime":"0","endTime":"0","summary":"公告称,公司已与金山(香港)国际矿业有限公司、斯派柯国际有限公司订立基石投资协议,金山(香港)国际矿业有限公司、斯派柯国际有限公司将分别认购约3.11亿港元及4.34亿港元的发售股份。金山(香港)国际矿业有限公司为紫金矿业的全资子公司,斯派柯国际有限公司由招金矿业最终控制。","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/1255873.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1594","BK0188","BK0028","601899","BK0015","BK0127","LU0345780281.USD","LU0244354667.USD","BK0037","LU0463099449.HKD","LU2097828714.EUR","BK1198","BK1544","LU2097828631.EUR","LU0345780521.USD","01818","LU1719994722.HKD","LU0327786744.USD","600988","LU1064130708.USD","BK1505","HK0000320264.USD","BK0012","BK0132","SGXZ81163826.USD","BK0056","LU1831875114.USD","BK0242","HK0000306685.HKD","LU1770034418.SGD","LU0572944931.SGD","LU2148510915.USD","LU1251922891.USD","LU2039709279.SGD","BK0196","BK0077","LU1303224171.USD","06693","LU1997244956.HKD","LU0821914370.USD","LU2289578879.USD","BK1592","HK0000306701.USD","LU1064131003.USD","LU2097828805.USD","LU0140636845.USD","LU1720050803.USD","02899","LU2495084118.USD","LU2097828474.EUR","LU1048596156.SGD"],"gpt_icon":1},{"id":"2514380931","title":"【中國中車與中國中檢簽署戰略合作協議】2月25日,中國中車與中國檢驗認證集團有限公司簽署戰略合作協議。中國中車集團董事長孫永才與中國中檢董事長許增德座談,並共同見證戰略合作協議簽署。","url":"https://stock-news.laohu8.com/highlight/detail?id=2514380931","media":"金融界","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514380931?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 20:30","pubTimestamp":1740659420,"startTime":"0","endTime":"0","summary":"2月25日,中国中车与中国检验认证集团有限公司签署战略合作协议。中国中车集团董事长孙永才与中国中检董事长许增德座谈,并共同见证战略合作协议签署。","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/2025/02/27203048436613.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK0002","BK0028","LU2476274308.USD","BK0003","BK1565","BK0188","BK0183","BK1171","LU2778985437.USD","601766","BK0012","BK0196","BK0279","BK0000","BK1505","01766","BK0010","BK0005","BK0006"],"gpt_icon":0},{"id":"2514805935","title":"智通港股解盤 | 熱點切換轉向順週期 大消費又成了香餑餑","url":"https://stock-news.laohu8.com/highlight/detail?id=2514805935","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514805935?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 19:54","pubTimestamp":1740657264,"startTime":"0","endTime":"0","summary":"草案内容是双方承诺成立一个联合基金,用于对乌克兰的投资。十四届全国人大三次会议和全国政协十四届三次会议将分别于3月5日和3月4日在北京开幕。3月25日至27日,第112届全国糖酒商品交易会将在四川成都举行。高鑫零售公告,要约人Paragon Shine Limited宣布其已于2025年2月10日接获市监总局就此合并控股备案作出的批准,因此市监总局条件已达成。","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/1255571.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":["BK1110","000997.SH","LU1328615791.USD","HSTECH","BK1507","BK1594","BK1190","YANG","BK1135","HSCEI","09696","SG9999006597.SGD","BK1592","02465","BK1509","BK1505","BK1563","BK1583","00914","SG9999003461.SGD","01772","SG9999014674.SGD","BK1129"],"gpt_icon":1},{"id":"2514000875","title":"花旗:動力煤需求接近見頂 預計今明兩年煤價下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2514000875","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514000875?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 17:36","pubTimestamp":1740649010,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,花旗发布研报称,预计随着动力煤需求接近见顶,今年需求增幅将放缓。目前煤矿库存已达到多年来的高位,预计今明年煤价将下跌。花旗预测,秦皇岛港5500煤价平均价格今明两年将分别下降至每吨760元和700元人民币,同比分别下降11.2%和7.9%。基于煤价和净利润预期走低,将中煤能源H股评级从“买入”下调至“中性”,目标价由10.7港元降至8.3港元。","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/1255362.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":["LU2456880835.USD","LU0702159699.USD","LU0477156953.USD","LU1166156734.SGD","LU0098860793.USD","BK1500","BK1592","BK4585","LU0130102774.USD","LU1201861249.SGD","BK1175","LU2125154935.USD","LU0310800965.SGD","01088","LU2125154778.USD","LU2360032135.SGD","LU0320765646.SGD","LU0052756011.USD","SG9999001093.SGD","LU0128525689.USD","LU0130517989.USD","BK4207","LU0287142896.SGD","01898","LU0072461881.USD","BK1538","LU1366192091.USD","LU0106831901.USD","BK4566","LU0173614495.USD","LU1668664300.SGD","LU2462157665.USD","BK1594","BK4588","IE00BSNM7G36.USD","LU0162691827.USD","LU2236285917.USD","LU0170899867.USD","LU2417539215.USD","BK4534","01378","LU1267930227.SGD","LU0737861699.HKD","LU0980610538.SGD","BK4504","LU1224709979.USD","LU1162221912.USD","LU1791807156.HKD","BK1505","LU0648001328.SGD"],"gpt_icon":0},{"id":"2514735488","title":"中遠海控(01919)2月27日斥資784.2萬元回購57.2萬股A股","url":"https://stock-news.laohu8.com/highlight/detail?id=2514735488","media":"智通财经","labels":["shareholding","buyback"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514735488?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 17:10","pubTimestamp":1740647421,"startTime":"0","endTime":"0","summary":"智通财经APP讯,中远海控(01919)发布公告,该公司于2025年2月27日斥资人民币784.2万元回购57.2万股A股,每股回购价格为人民币13.69-13.77元。","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/1255315.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,buyback","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0188","BK0028","BK1535","399300","01919","BK1505","BK0270","SG9999001440.SGD","BK0196","BK1103","BK0012","BK0010","BK0013","159982","BK0006","601919"],"gpt_icon":0},{"id":"2514873583","title":"中海油田服務02月27日遭主力拋售1430萬元","url":"https://stock-news.laohu8.com/highlight/detail?id=2514873583","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514873583?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 16:16","pubTimestamp":1740644185,"startTime":"0","endTime":"0","summary":"02月27日, 中海油田服务股价跌0.47%,报收6.30元,成交金额1.48亿元,换手率1.31%,振幅2.37%,量比1.79。中海油田服务今日主力资金净流出1430万元,上一交易日主力净流出231万元。该股近5个交易日下跌2.93%,主力资金累计净流出3857万元,其中1个交易日为股价上涨时净流出;近20日主力资金累计净流出1.27亿元,其中净流出天数为17日。","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=nesSN20250227171056a256152d&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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中广核电力股价跌2.76%,报收2.47元,成交金额2.86亿元,换手率1.03%,振幅3.15%,量比1.15。中广核电力今日主力资金净流出2553万元,连续3日净流出,上一交易日主力净流出467万元。近一年数据显示,该股主力连续3日净流出后,次日下跌概率为64.71%,平均跌幅为1.12%。该股近5个交易日下跌3.53%,主力资金累计净流出747万元,其中1个交易日为股价上涨时净流出;近20日主力资金累计净流入8128万元,其中净流入天数为11日。","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=nesSN20250227170850a2561493&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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中国国航股价涨7.44%,报收4.91元,成交金额2.82亿元,换手率1.18%,振幅8.10%,量比2.10。中国国航今日主力资金净流入4499万元,上一交易日主力净流入342万元。该股近5个交易日上涨12.87%,主力资金累计净流入4085万元;近20日主力资金累计净流出1884万元,其中净流出天数为14日。","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=nesSN20250227170832abdf0a35&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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万股,占公司截至 2025 年1月31日总股本的比例为1.0063%,已支付的总金额为人民币40,521.8665万元。公司将继续根据市场情况择机做出回购决策,并及时履行信息披露义务。","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=nesSN20250227155701abdeedc2&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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| 水泥股午後漲幅擴大 部分地區水泥企業通知上調價格 產能限制政策近期正式進入落地期","url":"https://stock-news.laohu8.com/highlight/detail?id=2514842569","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514842569?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 14:18","pubTimestamp":1740637136,"startTime":"0","endTime":"0","summary":"消息面上,元宵过后,随着气温回升和建筑工地逐步复工等因素,部分地区水泥企业通知上调价格。国泰君安则指出,水泥供给端产能限制政策近期正式进入落地期,在错峰提价走向默契,需求波动有望收窄的背景下,板块吨盈利水平 Q4 环比和 25 年同比有望迎来实质性改善,供给侧优化落地预期增强。","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/1255142.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1507","LU1328615791.USD","02233","00914","BK1594","06655","BK1563","BK1570","SG9999002950.SGD","BK1589","SG9999003461.SGD","BK1505","BK1583","BK1500","BK1135","01313"],"gpt_icon":0},{"id":"2514842965","title":"建材水泥股逆市向上 海螺水泥漲超5% 機構指近期基礎設施項目集中開工 水泥需求攀升","url":"https://stock-news.laohu8.com/highlight/detail?id=2514842965","media":"金吾资讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2514842965?lang=zh_tw&edition=fundamental","pubTime":"2025-02-27 14:15","pubTimestamp":1740636908,"startTime":"0","endTime":"0","summary":"金吾财讯 | 建材水泥股逆市向上,海螺水泥 涨5.07%,华润建材科技涨3.87%,华新水泥涨3.32%,金隅集团涨2.74%,西部水泥涨2.44%。德邦证券表示,截至2月21日,水泥发运率环比前一周提升6.42个百分点至20.35%,较前月同期上升7.36个百分点,表现优于去年同期。该行指,水泥需求攀升,或源于近期基础设施项目集中开工。总体来看,乌克兰战后重建将大力推动建筑工程、基础设施及建材行业的发展,特别是水泥、钢铁等基础建材的需求释放。","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=nesSN2025022714153996321d77&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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