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中資券商股
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【券商聚焦】中信證券:核電核准如期而至 核電產業發展高景氣延續
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无时差炒美股投资理财!","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/stock/BK1564/news?page=4"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"BK1564","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"BK1564\",,,,,undefined,":{"symbol":"BK1564","market":"HK","secType":"PLATE","nameCN":"中資券商股","latestPrice":988.74304,"timestamp":1745914086077,"preClose":990.5151,"halted":0,"volume":74343214,"delay":0,"changeRate":-0.001789,"floatShares":0,"shares":0,"eps":0,"marketStatus":"已收盤","change":-1.772034,"latestTime":"04-29 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中信证券表示,国务院常务会议决定核准浙江三门三期工程等核电项目,共涉及10台三大核电机组,自2022年以来我国连续四年年均核准10台以上核电机组,核电产业发展高景气延续。该行指,核电迎来新项目核准落地,产业链持续受益——我们建议关注:1)竞争格局稳定、附加值高的核岛设备环节中的压力容器、蒸汽发生器、核主泵以及核泵轴承等;2)产品矩阵不断完善,单位价值量有望进一步提升的核电阀门环节;3)技术有望实现突破,国产替代前景广阔的乏燃料储运设备环节;4)核电运营;5)核燃料;6)核电建设。","market":"other","thumbnail":"https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1957749","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":null,"symbols":["BK0188","BK1524","600030","BK0012","06030","LU1328615791.USD","01811","LU2495084118.USD","BK1505","LU0405327148.USD","LU1997245177.USD","LU2289578879.USD","LU1997244956.HKD","BK1594","BK1178","BK1125","BK1521","LU1655091616.SGD","BK0196","BK1516","BK1592","01164","LU1064131003.USD","BK0028","01816","LU1794554557.SGD","BK0183","BK1564","LU1064130708.USD","BK0276","LU2148510915.USD","LU1720050803.USD","LU1997245094.SGD","LU0405327494.USD","BK1147"],"gpt_icon":0},{"id":"2530858493","title":"中信證券:銀行基本面預期穩定 相對價值顯著","url":"https://stock-news.laohu8.com/highlight/detail?id=2530858493","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530858493?lang=zh_tw&edition=fundamental","pubTime":"2025-04-28 08:40","pubTimestamp":1745800816,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中信证券发布研报称,银行板块投资方面,由于2025年基准利率相对平稳,预计1季度银行息差走低幅度低于年初预期;因此,尽管大部分银行景气度延续低位运行,但向下超预期概率偏低。从投资角度看,在宏观“审慎”和“走弱”的两种假设情形下,银行板块相对于大部分行业而言,基本面具备相对稳健特征,相对价值显著。政治局会议定调加紧实施更加积极有为的宏观政策,助力银行基本面预期稳定。","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/1286065.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":["BK0012","LU2289578879.USD","LU1997244956.HKD","BK0188","LU1328615791.USD","LU2495084118.USD","161121","LU1064131003.USD","BK0183","BK1521","LU1720050803.USD","LU2148510915.USD","LU1655091616.SGD","LU1997245177.USD","BK0276","600030","LU0405327494.USD","LU0405327148.USD","06030","LU1064130708.USD","LU1794554557.SGD","LU1997245094.SGD","BK1564","BK1147","BK1516","BK0028","BK0196"],"gpt_icon":0},{"id":"2530498996","title":"中信證券:核電迎來新項目核准落地 產業鏈持續受益","url":"https://stock-news.laohu8.com/highlight/detail?id=2530498996","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530498996?lang=zh_tw&edition=fundamental","pubTime":"2025-04-28 08:38","pubTimestamp":1745800716,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中信证券发布研报称,国务院常务会议决定核准浙江三门三期工程等核电项目,共涉及10台三大核电机组,本轮核准机组预计总投资规模约2000亿元,带动产业链订单向好。中信证券主要观点如下:国常会核准10台自主三代核电机组。受益于自2019年以来核电项目建设重启、2021年以来核电连续成规模核准,产业链相关公司在手订单饱满,考虑核电订单交付周期,预计行业将迎来业绩景气期。","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/1286063.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":["LU1997245094.SGD","LU2495084118.USD","BK0196","LU0405327148.USD","LU1328615791.USD","LU0405327494.USD","LU1794554557.SGD","06030","LU1720050803.USD","LU1997244956.HKD","LU1997245177.USD","LU2289578879.USD","LU2148510915.USD","BK0012","LU1064130708.USD","LU1655091616.SGD","BK1147","BK0188","BK1516","LU1064131003.USD","BK0028","BK1564","600030","BK1521","BK0183","BK0276"],"gpt_icon":0},{"id":"2530498267","title":"中信證券:基金費改穩步推進 業態重塑強化頭部效應","url":"https://stock-news.laohu8.com/highlight/detail?id=2530498267","media":"中国金融信息网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530498267?lang=zh_tw&edition=fundamental","pubTime":"2025-04-28 08:36","pubTimestamp":1745800560,"startTime":"0","endTime":"0","summary":"转自:新华财经新华财经北京4月28日电 中信证券研报表示,为解决“基金赚钱、基民不赚钱”的行业痛点,提升投资者投资体验和投资回报,中国证监会出台了《公募基金行业费率改革工作方案》,目前前两阶段费改已顺利实施,成效显著,基金的综合费率水平稳步下降,我们测算每年为投资者至少节约超300亿元成本,第三阶段销售费率改革也有望于近期出台。","market":"other","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/jjxw/2025-04-28/doc-ineusnvf6858889.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":["LU0405327148.USD","BK0196","BK0188","LU2495084118.USD","LU2289578879.USD","LU1064130708.USD","LU1655091616.SGD","LU1064131003.USD","BK0028","BK1564","LU1997244956.HKD","LU1997245094.SGD","LU1720050803.USD","BK1147","LU0405327494.USD","06030","BK0276","BK0183","BK1516","BK0012","600030","LU2148510915.USD","LU1328615791.USD","LU1794554557.SGD","BK1521","LU1997245177.USD"],"gpt_icon":0},{"id":"2530404498","title":"中國光大銀行擬為東方證券核定80億元綜合授信額度","url":"https://stock-news.laohu8.com/highlight/detail?id=2530404498","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530404498?lang=zh_tw&edition=fundamental","pubTime":"2025-04-28 08:34","pubTimestamp":1745800440,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 中国光大银行(06818)公布,该行拟为东方证券股份有限公司(简称东方证券)核定人民币 80 亿元综合授信额度,期限12 个月,信用方式。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:卢昱君","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/hkstock/ggscyd/2025-04-28/doc-ineusnve2229702.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":["03958","06818","600958","BK1560","BK1564","BK0276","BK0028","BK1147","BK0183","BK0188","BK0012","BK1231"],"gpt_icon":0},{"id":"2530549899","title":"中信證券:中國重組膠原蛋白全球化提速 “原料、妝、械”全面出海","url":"https://stock-news.laohu8.com/highlight/detail?id=2530549899","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530549899?lang=zh_tw&edition=fundamental","pubTime":"2025-04-28 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折射哪些信息?","url":"https://stock-news.laohu8.com/highlight/detail?id=2530546734","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2530546734?lang=zh_tw&edition=fundamental","pubTime":"2025-04-28 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