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一带一路
1,874.242
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涨家数:
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跌家数:
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低:
1,859.283
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16:06","pubTimestamp":1763366767,"startTime":"0","endTime":"0","summary":"本周板块行业行情回顾:本周,31个SW一级行业中,交通运输行业累计涨跌幅为+1.83%,位列第13位;沪深300指数涨跌幅为-1.08%。油运:本周截至2025年11月14日,BDTI报收1,453点,周环比+3.71%,同比+63.44%;BCTI报收702点,周环比+8.00%,同比+49.36%。未来国际航线客流恢复仍将为机场板块主要看点。叠加行业竞争格局继续优化整合,集中度持续提升,头部公司市场份额或进一步稳中有升,业绩潜力释放可期。","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=nesSN2025111716061595096a64&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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15:19","pubTimestamp":1763363981,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,中泰证券发布研报称,25Q3,航空行业存量供给持续消化,旺季飞机利用率超2019年,预示着未来供给增速有望放缓;同时,国际航线大幅增投、国内运力增速有限,预示着国内竞争格局优化,而客座率高位下,票价水平有望改善。目前油价、汇率迎来双重利好,四季度呈现“淡季不淡”趋势,预计2025年四季度航空行业有望大幅减亏,2026年行业盈利弹性有望释放。东航、南航归母净利润略超市场预期。","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=nesSN20251117153528a4a70940&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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Matters》市场分析报告中,华尔街大行花旗勾勒出这样的前景:到2026年第二季度,铜价可能攀升至每吨1.2万美元。花旗认为,当前市场正处于“缓冲期”,这一阶段可能掩盖未来数年潜在的结构性变革。该行预计,这种疲软态势将贯穿2025年剩余时间。2026年起铜市或面临结构性瓶颈从中期来看,花旗预计铜市场环境将发生转变。","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=nesSN20251117150012976e455c&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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龙岩富豪姚雄杰欲效仿紫金矿业?","url":"https://stock-news.laohu8.com/highlight/detail?id=2584982614","media":"矿业纵横","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584982614?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 14:27","pubTimestamp":1763360872,"startTime":"0","endTime":"0","summary":"加上2024年已经产出第一批金精矿的子公司贵州华金矿业,盛屯矿业黄金板块的雏形已经显现。今年10月14日,盛屯矿业发布公告,其全资下属公司拟以每股1.38加元的价格,现金方式收购Loncor现有全部已发行且流通的普通股及待稀释股份。盛屯矿业近期表示。相关数据显示,2024年、2025年上半年,Loncor公司均无营业收入,同期分别亏损416万美元、127万美元。再比如黄金业务方面,公司表示“公司将黄金业务的发展列为重要的战略方向,未来会逐步推进”。","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=nesSN20251117143918a6fea58c&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, 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| 集运股集体走低 胡塞武装宣布停止攻击商船 市场关注红海通航前景","url":"https://stock-news.laohu8.com/highlight/detail?id=2584161122","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584161122?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 14:16","pubTimestamp":1763360213,"startTime":"0","endTime":"0","summary":"消息面上,胡塞武装当地时间11月9日警告,如果加沙地带停火协议破裂、以色列恢复对加沙的进攻,该组织将恢复袭击以色列、并禁止以色列船只在红海和阿拉伯海航行。市场同时担忧大规模重返红海可能导致导致全球各条航线的运费进一步大幅下跌。方正中期期货发布研报称,媒体报导胡塞武装宣布停止攻击红海商船,不过该消息真实性有待核实。","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/1369896.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":["02510","IE00B12V2V27.USD","159230","IE00BYQNZ168.SGD","IE00BYTNYN87.SGD","BK1505","SG9999001440.SGD","BK1103","SG9999011746.SGD","01308","01919","BK1535","00316","IE0003851619.USD","BK1541","IE0003795394.USD","SG9999002950.SGD"],"gpt_icon":0},{"id":"2584627859","title":"中国神华:10月聚烯烃销量6.25万吨 同比增长3.0%","url":"https://stock-news.laohu8.com/highlight/detail?id=2584627859","media":"中国煤炭资源网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584627859?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 14:04","pubTimestamp":1763359447,"startTime":"0","endTime":"0","summary":"2025年10月份,公司聚乙烯销量为3.06万吨,同比下降5.6%,环比增长1.0%;聚丙烯销量为3.19万吨,同比增长12.7%,环比增长8.5%。10月份,中国神华合计销售6.25万吨聚烯烃产品,同比增加0.18万吨,增长3.0%;环比增加0.28万吨,增长4.7%。其中,聚乙烯销量为30.93万吨,同比增长13.2%;聚丙烯销量28.66万吨,同比增长12.2%。公告显示,2025年10月,公司聚丙烯销售量同比增长的主要原因,是聚丙烯产量增长及本月消化部分库存。","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=nesSN20251117141218a4a6e06c&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, 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13:52","pubTimestamp":1763358727,"startTime":"0","endTime":"0","summary":"11月14日,佛塑科技公告,拟与紫金矿业下属子公司紫金锂元、厦门紫金以及广新研究院共同出资设立项目公司,在福建省龙岩市上杭工业区蛟洋新材料产业园区投资建设电池级硫化锂中试平台项目。项目计划投资为1.13亿元,建设100吨/年硫化锂生产线,主要研发、生产、经营高纯度电池级硫化锂产品。今年8月19日,屹锂新能源全资子公司江苏屹材全固态电池关键核心材料生产项目在奔牛智造港正式投产。","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=nesSN20251117135431976e2c34&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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11:51","pubTimestamp":1763351497,"startTime":"0","endTime":"0","summary":"中国神华发售电量降幅大于行业水平。针对公司售电量下降、平均售电价格同比下滑的情况,中国神华回应,下降的主要原因是今年大部分省份电力中长期合约签约价格同比下降,以及新能源全面参与市场竞价,公司电厂所在的大部分区域电力市场竞争加剧。未来,火电盈利模式重构,电量电费占比将进一步下降,容量电费+辅助服务将是重要盈利来源。","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=nesSN20251117115142976e003e&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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11:37","pubTimestamp":1763350620,"startTime":"0","endTime":"0","summary":"2025年11月17日临近午盘11时37分,紫金矿业股票出现波动,股价急速下跌3.03%。紫金矿业股票所在的贵金属行业中,整体跌幅为1.46%。今年10月14日,盛屯矿业发布公告,其全资下属公司拟以每股1.38加元的价格,现金方式收购Loncor现有全部已发行且流通的普通股及待稀释股份。收购完成后,盛屯矿业将通过买方持有Loncor100%股权,交易金额约合人民币13.5亿元。","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=nesSN20251117113701a4a69b94&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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11:36","pubTimestamp":1763350600,"startTime":"0","endTime":"0","summary":"中国神华向资本市场揭开了其中的奥秘。2025年11月7日,国家能源集团中国神华在四川省江油市天明电厂成功举办以“稳定器的力量”为主题的反向路演活动。05 市值管理:中国神华的“11257”体系本次反向路演是中国神华深入贯彻国务院国资委、中国证监会及国家能源集团关于提高上市公司质量与加强市值管理要求的重要举措。06 央企担当:能源保供的“稳定器”与“压舱石”中国神华作为综合能源央企,始终将保障国家能源安全视为己任。","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=nesSN20251117120409a4a6a853&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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10:44","pubTimestamp":1763347497,"startTime":"0","endTime":"0","summary":"钢互要闻粗钢日均产量旬升6.0%,需求释放维持一定韧性钢厂产能释放力度持续减弱,铁水产量有所下降,品种产量也有所减少。虽然传统需求淡季已经开启,但部分区域存在赶工现象,终端需求释放维持一定韧性,市场成交略有上升。","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=nesSN20251117124759a6fe7796&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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投研报告","url":"https://stock-news.laohu8.com/highlight/detail?id=2584006615","media":"中国能源网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584006615?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 09:46","pubTimestamp":1763343960,"startTime":"0","endTime":"0","summary":"旺季单日业务量峰值达7.77亿件,刷新单日业务量纪录。航运船舶港口:1)油运市场旺季启动,12月有望进一步走强:上周中东和巴西货盘同时发力,VLCC运价大涨,日均收益达到12.4万美元/日,达到2020Q2以来的新高。自8月以来,乌克兰不断加大对俄罗斯炼油厂的打击力度。袭击发生后,全球油价因供应担忧有望上涨。目前,对老挝航空资产的独立审计与评估正在进行中以最终敲定协议。","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=nesSN20251117110147976debe7&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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09:26","pubTimestamp":1763342818,"startTime":"0","endTime":"0","summary":"消息面上,11月14日,外交部和中国驻日本使领馆郑重提醒中国公民近期避免前往日本。11月15日,国航、南航、东航等多家航司发出通知,对于出行日期在12月31日之前且符合相关条件的涉及日本航线客票,可免费退改。某航司市场部人士表示:在外交部发布最新通告以及航司发布中日航线免费退改签政策后,航司或将进一步减少赴日航班,将运力调整至其他航线。","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/1369793.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":["00753","BK1505","BK1561","BK1123","BK1514","01055","00670"],"gpt_icon":0},{"id":"2584611795","title":"青岛港11月14日获融资买入2216.18万元,融资余额9650.81万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2584611795","media":"新浪财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584611795?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 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