港股詳情

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國泰海通

15.030

+0.1701.14%

成交量：1,918.82萬

成交額：2.86億

市值：2,642.42億

市盈率：7.39

高：15.030

開：14.780

低：14.730

收：14.860

52周最高：17.592

52周最低：12.449

股本：175.81億

香港流通股本：35.06億

量比：1.92

換手率：0.55%

股息：0.76

股息率：5.06%

每股收益(LYR):2.035

淨資產收益率：9.33%

總資產收益率：1.57%

市淨率：0.61

市盈率(LYR):7.39

市銷率: 2.61

資料載入中...

總覽公司新聞資訊公告

【券商聚焦】國泰海通：國內設備廠商望在高端PCB擴產和海外產能建設中持續提升份額

【券商聚焦】國泰海通：核心電源供給邊際收縮，電價有望重新進入上行周期

國泰海通：貴金屬價格突破看好金銅鋁板塊估值中樞上行

國泰海通：受益平台生態優化酒店業仍有拓店空間

國泰海通：高功率平台開啓量產液冷滲透率提升

國泰海通：存儲行業漲價趨勢有望延續至2027年

智通港股解盤 | 中東緩和證券股集體異動 mRNA題材再度發酵

國泰海通：供給剛性築底需求韌性向上戰略性看多全球煤炭資源

【券商聚焦】國泰海通維持中海宏洋（00081）增持評級指毛利率拉升利潤快增

大行評級丨小摩：升國泰海通評級至「增持」，合併協同效應開始顯現

國泰海通：渠道優於品牌出口鏈行業結構分化顯著

國泰海通：地緣反覆不改中長期邏輯關注油運底部機會

小摩：上調國泰海通(02611.HK)目標價至18港元合併協同效應顯現

《大行》摩通升國泰海通(02611.HK)評級至「增持」兼上調目標價至18元合併協同效應顯現

阿斯达克财经

【券商聚焦】國泰海通維持再鼎醫藥（09688）增持指增長動能切換至新藥

國泰海通證券：維持綠茶集團(06831.HK)「增持」評級目標價12.40港元

英硅智能午後升逾12% 國泰海通證券給予「增持」評級

國泰海通：假期臨近行業催化漸近低位景區股值得重視

【券商聚焦】國泰海通維持保險業「增持」評級《資產負債管理辦法》支撐板塊估值修復

領5255萬天價罰單！國泰海通資管跨境業務「踩紅線」

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国泰海通证券研究指出，新型电力系统构建过程中，“安全保供”及“低碳转型”成为政策优先目标。核心电源供给边际收缩，电价有望重新进入上行周期。电力产业链的盈利再分配，调节性资产有望获得持续超额收益。该机构认为，1）火电：供给边际收缩，电价有望重新进入上行周期；从基荷电源转向调节性支撑性电源的定调下，电价改革传导叠加容量电价提升，周期性弱化有望驱动估值重构。2）水电：受益于电价上行，具备区位优势的大水电强者恒强。3）核电：回归稳定属性，关注增长持续性。4）风光：风电优于光伏，多能互补优于单一电源；静待困境反转。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1989834","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":["BK0012","BK1583","BK1154","601211","01072","BK0188","IREZ","00527","BK0028","00916","BK1546","BK0276","BK1594","LU0449509016.USD","02611","BK1526","KCE","00182","BK1205","IREC","LU0054450605.USD","IREX","IRE","BK1558","LU0531970944.HKD","IREG","HK0000252160.HKD","HK0000500386.USD","LU0823040885.USD","LU0449515922.USD","HK0000252152.HKD","BK1166","BK0183","02208","BK1564","BK0184","00956","BK1503","BK0201","01798","BK1513","BK1147","LU0214875030.USD","BK1522","BK1554","LU0254981946.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662798377","title":"國泰海通：貴金屬價格突破 看好金銅鋁板塊估值中樞上行","url":"https://stock-news.laohu8.com/highlight/detail?id=2662798377","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662798377?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 15:25","pubTimestamp":1787815537,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国泰海通发布研报称，贵金属长期逻辑坚实，长周期布局时点到来。国泰海通主要观点如下：贵金属：贵金属价格突破，继续布局贵金属板块美国 7月非农下降 2.3万人，7 月非农超预期下降，市场对美联储年内加息的定价回落。美国财政部增加国债回购以压低长债利率，但收效甚微，市场对美债的担忧加剧，贵金属价格突破。","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":"http://www.zhitongcaijing.com/content/detail/1486854.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":["BK0276","BK1564","DBB","XME","BK0028","BK0183","BK0184","BK0201","02611","601211","BK1147","BK4535","BK0188","SDCI","BK0012","USCI","FGLD","PICK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662072485","title":"國泰海通：受益平台生態優化 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mRNA題材再度發酵","url":"https://stock-news.laohu8.com/highlight/detail?id=2662711223","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662711223?lang=zh_tw&edition=fundamental","pubTime":"2026-08-26 20:40","pubTimestamp":1787748022,"startTime":"0","endTime":"0","summary":"mRNA 题材再度发酵，昨日康希诺上海与德普世（杭州）生物科技有限责任公司正式签署《mRNA 个性化治疗型肿瘤疫苗共同开发战略合作框架协》。双方将发挥各自在 mRNA 疫苗技术及肿瘤新抗原发现与设计领域的优势，共同推进 mRNA 个性化治疗型肿瘤疫苗的研发与商业化。公司拟每股中期派息 1.51港元。小鹏交付回升，机器人启动首轮融资，汽车仍是现金流基本 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、油价风险、环保政策执行不及预期风险、安全事故风险等。","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/1485662.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":["BK0184","BK0276","BK0188","BK0028","601211","BK1564","BK0183","BK0012","BK1147","02611","BK0201"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662876897","title":"小摩：上調國泰海通(02611.HK)目標價至18港元 合併協同效應顯現","url":"https://stock-news.laohu8.com/highlight/detail?id=2662876897","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662876897?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 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16:20","pubTimestamp":1787646000,"startTime":"0","endTime":"0","summary":"摩根大通发表报告，指国泰海通营运改善，合并协同效应显现，对国泰海通A股及H股投资评级由“中性”升级至“增持”，A股目标价由20.3元人民币升至22元人民币，H股目标价由16.3港元升至18港元。该行当时维持中性立场，因为国泰海通尚未令人信服地证明海通整合能转化为可见且可重复的协同效应。该行认为这些因素应支持国泰海通的长期估值重估。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20250409113757353_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20250409113757353_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1540611/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1540611/latest-news/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":["02611"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662781278","title":"【券商聚焦】國泰海通維持再鼎醫藥（09688）增持 指增長動能切換至新藥","url":"https://stock-news.laohu8.com/highlight/detail?id=2662781278","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662781278?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 15:15","pubTimestamp":1787642144,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国泰海通证券发布研报指，再鼎医药 产品收入边际改善，增长动能切换至新药，核心关注Zoci注册临床推进及ZL-1503的FIH数据。2026年上半年公司总收入2.06亿美元，同比下降5%；产品收入净额2.01亿美元，同比下降6%。2026年上半年研发费用1.27亿美元，主因许可及合作协议授权费增加；销售及管理费用1.38亿美元（+3%），基本持平。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1989297","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":["BK0276","BK1588","LU2488822045.USD","BK4588","02611","BK0184","BK0201","BK0012","BK4548","BK0183","BK1574","BK4526","BK1147","BK4585","BK4139","BK4531","BK0188","KCE","BK1564","BK0028","BK1161","ZLAB","09688","601211"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662895357","title":"國泰海通證券：維持綠茶集團(06831.HK)「增持」評級 目標價12.40港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2662895357","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662895357?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 13:48","pubTimestamp":1787636914,"startTime":"0","endTime":"0","summary":null,"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://www.zhitongcaijing.com/immediately.html?type=ganggu","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":"live_zhitongcaijing","symbols":["BK1564","BK1147","BK1233","02611","06831"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662786983","title":"英硅智能午後升逾12% 國泰海通證券給予「增持」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2662786983","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662786983?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 13:48","pubTimestamp":1787636880,"startTime":"0","endTime":"0","summary":"模拟交易客户端英硅智能午后涨超12%，截至发稿，股价上涨12.03%，现报45.26港元，成交额7.25亿港元。近期Moderna联合默沙东的AI+mRNA个性化癌症疫苗III期临床圆满成功，点燃mRNA与AI制药。据悉，英硅智能作为AI制药领域领军企业，在AI4S制药领域拥有较强的模型验证及交付闭环。8月20日，英硅智能还宣布与下一代RNA创新药企业元码智药达成研发合作。参考可比公司，给予公司2026年P/S29倍，目标价为73.23港元，给予“增持”评级。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-08-25/doc-inippews1626206.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":["161027","02611"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662878604","title":"國泰海通：假期臨近行業催化漸近 低位景區股值得重視","url":"https://stock-news.laohu8.com/highlight/detail?id=2662878604","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662878604?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 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《資產負債管理辦法》支撐板塊估值修復","url":"https://stock-news.laohu8.com/highlight/detail?id=2662207403","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662207403?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 09:29","pubTimestamp":1787621380,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国泰海通证券研究指，8月21日，金监总局发布《保险公司资产负债管理办法》（下称《办法》），于27年1月1日实施，不达标险企设置三年过渡期。该机构认为，当前保险股PEV估值仍反映较为悲观的投资收益率预期，核心原因在于资负错配导致ROE的不确定性较高。该机构预计《资产负债管理办法》将由治理体系到经营层面深刻影响险企保险业务发展及资产配置行为，有效的资产负债匹配管理利好保险公司的盈利稳定性提升，从而对估值修复构成有效支撑，维持“增持”评级。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ZDNhNDUwNDVmY2U2MTcxMzU2NTcyMzcyOQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1989229","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":["CZA","KCE","NIFE","GABF","REVS","02611","FXO","LCO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661279362","title":"領5255萬天價罰單！國泰海通資管跨境業務「踩紅線」","url":"https://stock-news.laohu8.com/highlight/detail?id=2661279362","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661279362?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 20:21","pubTimestamp":1787574060,"startTime":"0","endTime":"0","summary":"1领5255万巨额罚单，QDII额度违规“旧账”被清算罚单指出，违规行为系外汇管理局对原国泰君安证券现场检查中发现。这张罚单的背面，是国泰海通资管庞大的业务版图。截至2026年6月底，国泰海通集团资产管理业务规模达到 8899.13亿元，较2025年末增长18.6%。据公开信息，国泰海通资管累计获批QDII投资额度已达23.3亿美元。国泰海通资管手握23.3亿美元，已稳居券商第一梯队。这张罚单虽然代价不菲，但对国泰海通资管而言，或许也是一次及时的提醒。","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/quanshang/qsyj/2026-08-24/doc-inipmnpq6091495.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":["BK1564","BK0028","BK0201","BK0183","BK1147","601211","BK0188","02611","BK0184","BK0012","BK0276"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":5,"totalSize":200,"code":"91000000","status":"200"}]}}