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港股
詳情
本頁面由Tiger Trade Technology Pte. Ltd.提供服務
光大證券
7.195
-0.250
-3.36%
手動刷新
成交量:
188.88萬
成交額:
1,360.69萬
市值:
331.76億
市盈率:
9.86
高:
7.390
開:
7.390
低:
7.165
收:
7.445
52周最高:
10.944
52周最低:
6.897
股本:
46.11億
香港流通股本:
7.04億
量比:
1.27
換手率:
0.27%
股息:
0.32
股息率:
4.44%
每股收益(LYR):
0.730
淨資產收益率:
5.93%
總資產收益率:
1.34%
市淨率:
0.38
市盈率(LYR):
9.86
市銷率:
2.45
資料載入中...
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公司
新聞
公告
【券商聚焦】光大證券:新能源發電關注焦點逐步轉向提升消納水平、注重發電盈利性
金吾财讯
·
08/11
【券商聚焦】光大證券:航空暑運需求韌性延續,「十五五」規劃強化行業中長期改善基礎
金吾财讯
·
08/11
【券商聚焦】光大證券:光模塊廠商開啓資本開支擴張周期,設備商作為「賣鏟人」率先受益
金吾财讯
·
08/11
光大證券:大煉化板塊修復行情延續 優質資產價值重估可期
智通财经
·
08/09
光大證券:短期內市場或繼續反彈 建議圍繞三條業績主線
智通财经
·
08/09
光大證券:關注市場情緒修復帶來的反彈機會
东方财富网
·
08/08
光大證券(06178)定於8月19日召開董事會審議2026年中期業績及派息方案
公告速递
·
08/07
破發股奧雅股份跌2% 2021年上市即巔峯光大證券保薦
中金财经
·
08/05
光大證券7月股份變動月報表:股本維持不變
公告速递
·
08/03
光大期貨陝西分公司收警示函 屬光大證券全資子公司
中金财经
·
07/31
【券商聚焦】中原證券:權益市場企穩回升後券商板塊仍具備逐步收復年內跌幅預期
金吾财讯
·
07/31
光大證券(06178)更新10億美元中期票據計劃並申請在港交所上市
公告速递
·
07/29
【券商聚焦】光大證券:電力設備處於估值重新平衡階段,科技及出口鏈仍是後續重點
金吾财讯
·
07/28
【券商聚焦】光大證券:鋰電及儲能2027年需求有望持續增長,增速或放緩
金吾财讯
·
07/28
【券商聚焦】光大證券:快遞「反內卷」持續性和力度有望超預期
金吾财讯
·
07/28
【券商聚焦】光大證券:航空暑運需求加速回升,票價修復仍弱
金吾财讯
·
07/28
光大證券:地緣風險累積油價波動加劇 「三桶油」戰略價值凸顯
智通财经
·
07/28
光大證券:供需中期錯配仍是油運板塊向上最大動力
智通财经
·
07/28
【券商聚焦】光大證券:化工品上游資源景氣維持
金吾财讯
·
07/27
【券商聚焦】光大證券:半導體銷售擴張疊加晶圓擴產,國產電子化學品放量可期
金吾财讯
·
07/27
更多
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光大证券研究指,《新型电力系统建设“十五五”规划》提出明确2030年初步建成清洁低碳、安全高效新型能源体系;其中对于火电而言,明确“十五五”正式切换为系统调节、兜底保供、应急备用定位,该机构认为火电收益模式由发电量盈利转向容量补偿、调峰辅助服务、电量收入三元结构趋势明确;新能源发电从以往的重点关注装机增量,逐渐向提升消纳水平、注重其发电盈利性转向。水、核井然有序持续发展;2030年常规水电、核电装机达到4.1亿千瓦、1.1亿千瓦左右。风险分析:权益市场系统性风险;上网电价超预期下行,煤价超预期上涨,用电需求下滑,水电来水不及预期;行业改革进度低于预期等。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987874","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":["03868","LU1048596156.SGD","LU1981816686.USD","LU0821914370.USD","00902","BK1125","LU2048586759.USD","00182","BK1147","01811","LU0877626530.USD","BK1148","601788","00527","HK0000252160.HKD","BK1554","BK1166","LU0651946864.USD","PBD","BK0188","LU0254981946.USD","BK0183","BK1566","02208","00916","BK1221","SG9999014674.SGD","KCE","BK1169","00836","BK1546","BK1154","BK1205","HK0000500386.USD","LU0173614495.USD","BK1524","01798","01072","BK1530","01071","02380","BK1526","00991","LU0531970944.HKD","00956","06865","06178","LU1051768304.USD","02688","01799"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658963972","title":"【券商聚焦】光大證券:航空暑運需求韌性延續,「十五五」規劃強化行業中長期改善基礎","url":"https://stock-news.laohu8.com/highlight/detail?id=2658963972","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658963972?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 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光大证券研究认为,由于高速光模块需求持续放量,倒逼光模块厂商加大资本投入以扩张产能;叠加光模块产品代际升级节奏加快,对高端产线、精密封装设备的需求提升,光模块厂商开启资本开支扩张周期,设备商作为“卖铲人”率先受益。光模块封测产线核心设备主要包括贴片、键合、光学耦合、组装及测试等环节,从价值量分布来看,耦合设备占比最高,约40%,贴片设备约占20%,均属于重点环节设备。而光模块贴片设备行业格局集中,高端设备国产替代仍有空间;目前耦合设备以有源耦合技术为主,无源耦合为未来趋势,市场形成以国内厂商为主导的竞争格局。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987871","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":["06178","601788","BK1564","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658767675","title":"光大證券:大煉化板塊修復行情延續 優質資產價值重估可期","url":"https://stock-news.laohu8.com/highlight/detail?id=2658767675","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658767675?lang=zh_tw&edition=fundamental","pubTime":"2026-08-09 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capex可持续性,但2020年以来至少两轮类似辩论最终均由下一期业绩数据终结,每次辩论都会伴随板块10%-20%的回调,随后行情在数月内完成修复。当前国内外科技盈利均保持高增长,同时整体盈利增速也在PPI的带动下持续回升,全A非金融中报盈利增速有望达15%左右。配置上建议围绕三条业绩主线展开。","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/1477658.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":["BK1147","BK0012","BK0276","BK1564","BK0188","06178","BK0028","601788","BK0183"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657622882","title":"光大證券:關注市場情緒修復帶來的反彈機會","url":"https://stock-news.laohu8.com/highlight/detail?id=2657622882","media":"东方财富网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657622882?lang=zh_tw&edition=fundamental","pubTime":"2026-08-08 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2021年上市即巔峯光大證券保薦","url":"https://stock-news.laohu8.com/highlight/detail?id=2657051291","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657051291?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 17:03","pubTimestamp":1785920588,"startTime":"0","endTime":"0","summary":"中国经济网北京8月5日讯 奥雅股份 今日收报21.51元,跌幅2.00%。 奥雅股份于2021年2月26日在深交所创业板上市,公开发行股票1,500.00万股,发行价格为54.23元/股,保荐机构为光大证券股份有限公司,保荐代表人为杨小虎、韦东。 上市首日,奥雅股份盘中最高价报143.00元,为该股上市以来最高价。 奥雅股份于2026年5月22日发布公告,拟每10股转增4.5股,股权登记日为2026年5月28日,除权除息日为2026年5月29日。","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://sc.stock.cnfol.com/gushijujiao/20260805/32326809.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":"zhongjincaijing_highlight","symbols":["601788","BK0012","IPOS","06178","BK0221","300949","BK0028","BK0188","BK0276","BK1564","BK0183","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1116753110","title":"光大證券7月股份變動月報表:股本維持不變","url":"https://stock-news.laohu8.com/highlight/detail?id=1116753110","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1116753110?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 16:06","pubTimestamp":1785744374,"startTime":"0","endTime":"0","summary":"8月3日,光大证券股份有限公司披露了截至2026年7月31日的证券变动月报表。根据公告,光大证券的注册股本包括A股3,906,698,839股和H股704,088,800股,面值均为每股人民币1元,对应法定/注册股本合计人民币4,610,787,639元。与上月相比,各类股本数量均无增减,股票发行或回购活动均未发生变化。公告显示,本月光大证券确认其H股公众持股比例符合相关规定。光大证券表示,相关报告及股本信息符合香港联交所《上市规则》及其他相关法律法规的要求。","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":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06178"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655353270","title":"光大期貨陝西分公司收警示函 屬光大證券全資子公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2655353270","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655353270?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 15:31","pubTimestamp":1785483065,"startTime":"0","endTime":"0","summary":"中国经济网北京7月31日讯 陕西证监局网站近日发布《关于对光大期货有限公司陕西分公司采取出具警示函措施的决定》和《关于对刘浩采取责令改正措施的决定》。根据《期货公司监督管理办法》第一百零九条的规定,陕西证监局决定对光大期货陕西分公司采取出具警示函的行政监管措施。 经查,刘浩在光大期货陕西分公司任职期间,存在私下接受客户委托进行期货交易的行为。","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://sc.stock.cnfol.com/gushijujiao/20260731/32322877.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":"zhongjincaijing_highlight","symbols":["BK1564","BK0276","BK0183","BK0028","601788","BK1147","BK0012","06178","BK0188","FGBXmain"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655338994","title":"【券商聚焦】中原證券:權益市場企穩回升後券商板塊仍具備逐步收復年內跌幅預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2655338994","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655338994?lang=zh_tw&edition=fundamental","pubTime":"2026-07-31 09:22","pubTimestamp":1785460976,"startTime":"0","endTime":"0","summary":"月内券商板块平均P/B月初一度回升至1.364倍的近四个月估值新高,中旬以来持续在1.26倍-1.30倍的窄幅区间内波动。目前券商板块平均P/B仍与2016年以来1.52倍的平均估值存在明显距离,板块内超六成个股的估值低于板块平均估值,在权益市场企稳回升后券商板块依然具备逐步收复年内跌幅的预期,积极保持对政策面、市场面以及券商板块的持续关注。","market":"fut","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":"1987186","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":["BK1501","601375","01776","BK1516","06881","BK0276","LU1794554557.SGD","LU0359202008.SGD","FXO","06178","LU1023057109.AUD","BK1564","BK0201","BK1521","02611","BK1147","LU0359201612.USD","KCE","SG9999002828.SGD","06030","06806","06886","06099","FYLG","LU0359201885.HKD","SG9999001093.SGD","03908","06058","06066","LU1720050803.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1176239824","title":"光大證券(06178)更新10億美元中期票據計劃並申請在港交所上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1176239824","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1176239824?lang=zh_tw&edition=fundamental","pubTime":"2026-07-29 18:21","pubTimestamp":1785320496,"startTime":"0","endTime":"0","summary":"2026年7月29日,光大证券股份有限公司发布自愿公告称,其全资附属子公司 Advance I Limited及全资附属子公司中国光大证券国际有限公司已完成对2018年设立的1,000,000,000美元中期票据计划的更新,并已向香港联合交易所有限公司申请将更新后的中票计划上市。更新后的中票计划由担保人提供无条件且不可撤销的担保,并由光大证券股份有限公司签署维好契据。公告指出,更新后中票计划的上市生效日预计为2026年7月30日。","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":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06178"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654202452","title":"【券商聚焦】光大證券:電力設備處於估值重新平衡階段,科技及出口鏈仍是後續重點","url":"https://stock-news.laohu8.com/highlight/detail?id=2654202452","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654202452?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 09:11","pubTimestamp":1785201109,"startTime":"0","endTime":"0","summary":"金吾财讯 | 光大证券研究认为,电力设备板块当前处于估值重新平衡阶段,科技及出口链仍是后续重点。(1)AIDC电源:板块持续调整,SST、SSCB等环节相关公司当前估值依然隐含部分科技属性预期,股价筑底或仍需一定时间。(2)传统电力设备:以防御及内需逻辑为主的部分标的,当前估值已修复较多,若后续市场整体表现依然较弱,防御趋势则尚未结束;国网2026H1固定资产投资3100亿元,同比+12.6%;建议关注平高电气。以外需逻辑为主的部分标的股价经过调整后,估值性价比正在逐步显现,2026H1我国中大型变压器(16kVA以上)出口金额同比+33%,高压开关出口金额同比+16.9%。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ODRhMzI4MWM5YTc2MTY1NjgxNGQwMTEwODUwOTcyNzQ0Mg==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1986886","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":["601788","01072","LU0708995583.HKD","BK0012","IE00BZ08YR35.GBP","IE00BZ08YS42.EUR","00968","LU0320764599.SGD","BK1116","BK1564","BK1513","BK1589","02208","02727","01133","IE00BZ08YT58.USD","BK1558","ACES","BK0183","LU0052750758.USD","BK1169","BK0188","BK1526","BK0028","00042","BK0276","BK1594","LU1983299162.USD","06178","BK1554","BK1546","KCE","BK1147","BK1522","BK1205"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654323024","title":"【券商聚焦】光大證券:鋰電及儲能2027年需求有望持續增長,增速或放緩","url":"https://stock-news.laohu8.com/highlight/detail?id=2654323024","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654323024?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 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光大证券研究认为,市场近期较为关注2027年锂电需求增速,核心分歧依然在于国内储能,目前已形成强现实、弱预期的状态。该机构成始终认为:在碳达峰框架下,国内储能装机存在天花板,当前招标量已处于相对高点,装机量或在27年达到高点;在碳中和框架下,若电价超预期上行或火电退出,储能有望形成下一轮上行周期。需持续关注两个指标:1)现货月均峰谷差;2)火电利用小时数:若持续向下突破则意味着火电逐步退出。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/YTg5NTFiOTlmZmEyYmE3ODE4NjgwNzc4MTUzMTI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1986885","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":["601788","BK1564","06178","BK1147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654245650","title":"【券商聚焦】光大證券:快遞「反內卷」持續性和力度有望超預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2654245650","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654245650?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 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光大证券研究认为,航空暑运需求加速回升,票价修复仍弱。1)26年6月,全行业ASK同比-2%,民航客运量同比-7%,客座率同比+0.1pct。2)26年暑运前25天,民航平均票价为833元,较25年同期-0.8%,较19年同期-6.8%,出行量较25年同期+3.1%,较19年同期+16.7%,票价同比跌幅扩大,但出行量同比上行,该机构认为,尽管暑运初期票价偏弱,考虑到出行需求滞后启动和客座率高企,预计暑运客流量同比持续回升稳增,关注后续需求和票价修复进程。3)中东局势反复,本周布伦特原油期货结算价同增37%至94美元/桶,需关注后续地缘政治对航油成本的传导风险。","market":"other","thumbnail":"https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZmQ4YWNjMjZmNDUwZDg4ZTlkYjEwZTY1NmI3NmEzMzkwOTI4OTA5.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1986882","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":["BK1505","BK0183","HK0000252152.HKD","159231","00293","00357","BK1514","KCE","BK1561","06178","BK1564","HK0000500386.USD","601788","00753","BK0188","01055","HK0000252160.HKD","BK0028","00670","BK1147","BK0012","BK1604","00694","BK1123","BK0276","BK1196"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654260690","title":"光大證券:地緣風險累積油價波動加劇 「三桶油」戰略價值凸顯","url":"https://stock-news.laohu8.com/highlight/detail?id=2654260690","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654260690?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 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18.4%。建议优先关注上游磷、钾等领域资源保有量较为充足、一体化程度较高的头部企业。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjJmNDVlM2IxNTc1MzAyMDFjYTFhODQyNzEzMTQ0NzU5OA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1986777","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":["00386","LU2097828631.EUR","00338","601788","LU0326950275.SGD","00609","BK0012","BK1226","LU0140636845.USD","LU0359202008.SGD","BK1562","LU1051769294.HKD","BK1110","LU0823426308.USD","BK1564","LU1188198961.HKD","LU0293314216.USD","LU0181495838.USD","LU0651947912.USD","LU1048596156.SGD","LU1515016050.SGD","LU0173614495.USD","LU1051768304.USD","LU0823426480.USD","LU0651946864.USD","LU0359201612.USD","BK1528","LU1831875114.USD","BK0183","LU0244354667.USD","LU0821914370.USD","LU2097828805.USD","LU2097828714.EUR","BK0028","LU1048588211.SGD","BK0276","LU0359201885.HKD","00746","LU0463099449.HKD","06178","LU2097828557.USD","BK1129","LU1023057109.AUD","LU0072462343.USD","KCE","LU0348805143.USD","BK1147","02198","LU1282651048.USD","LU0287142896.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654093235","title":"【券商聚焦】光大證券:半導體銷售擴張疊加晶圓擴產,國產電子化學品放量可期","url":"https://stock-news.laohu8.com/highlight/detail?id=2654093235","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2654093235?lang=zh_tw&edition=fundamental","pubTime":"2026-07-27 09:30","pubTimestamp":1785115859,"startTime":"0","endTime":"0","summary":"中国市场同步扩张,5 月销售额 319.7 亿美元,同比增长 87.0%,环比增长 10.7%,1—5 月累计 1341 亿美元,同比增长 69.6%。销售端的高增长正在向制造端传导,国内晶圆厂产能特别是先进制程产能的扩张,将直接带动湿电子化学品、电子特种气体、光刻胶及配套材料、CMP 抛光材料等电子化学品的用量增长。对国产供应商而言,这一过程具有双重意义。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1986778","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":["TCHI","159582","00981","SOXY","BK1110","USD","01385","BK1587","SOXQ","KCE","SSG","02198","BK0188","CHPS","00609","EIS","LU1831875114.USD","LU2097828631.EUR","SOXS","00338","SOXL","06939","SMH","LU1023057109.AUD","BK1163","MQQQ","01347","LU0320764599.SGD","LU0821914370.USD","601788","PSI","01912","NBDS","CWC","CHPY","LU0463099449.HKD","06178","XSD","00746","FTXL","LU0708995583.HKD","LU1048596156.SGD","SOXX","TECY","VGT","FWD","00386","02577","TEKX","SMHX"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":4,"totalSize":200,"code":"91000000","status":"200"}]}}