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腾讯概念
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新闻
中信证券研报表示2025年二季度大众品终端需求依然偏弱环比改善不明显。大众品企业原料成本大都处于底部震荡或下行趋势不过行
智通财经
·
07-09
中信证券:需求释放多点开花 户储开启发展新阶段
智通财经
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07-09
【中国儒意(00136.HK)7月8日发行3.27亿股】智通财经APP讯,中国儒意(00136.HK)发布公告,根据日期
智通财经
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07-09
中国儒意(00136)7月8日发行3.27亿股
智通财经
·
07-09
中信证券:今年夏季或是近十年最炎热夏季 高温交易受益板块梳理
市场资讯
·
07-09
【中金公司:预计新消费标的延续相对高成长 健康饮品等新消费趋势景气度有望保持】中金公司称,食饮板块需求有望边际企稳改善。分板块看大众食品基本面自3月起边际改善,下半年基本面有望稳中改善,预计新消费标的延续相对高成长,辣味零食、健康饮品、气泡黄酒等新消费趋势景气度有望保持,带动板块估值抬升,看好休闲零食、软饮料等子板块下半年表现。白酒受宏观经济及政策影响出现板块性估值回调,基本面处于筑底阶段,虽下半年白酒基本面或仍有所承压,但估值已基本反映悲观预期,配置价值渐显。
金融界
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07-09
【中金:下半年大众食品板块需求有望稳中向上 魔芋、椰子水等有望保持创新活力】 中金公司称,展望2025年下半年,预计大众食品板块需求有望稳中向上,并预计具备新消费属性的子赛道如休闲零食中魔芋等品类、软饮料中无糖茶、电解质水、椰子水等健康品类有望保持创新活力,通过持续抓取新消费趋势延续较高景气度。子板块方面优先推荐软饮料、休闲零食,建议关注估值处于低位的乳制品、啤酒板块。长期看,行业结构性增长机会仍存,悦己情绪价值消费和性价比产品有望表现更优。
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每日经济新闻
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中信证券相关公司新增一项200.00万元的招标项目
市场资讯
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智通财经
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中金公司(03908):“24中金Y1”将于7月15日付息
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市场资讯
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更多
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08:27","pubTimestamp":1752020844,"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=usstock","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":["06030","LU0405327494.USD","BK0276","LU2495084118.USD","LU1997245177.USD","LU1655091616.SGD","LU1997244956.HKD","BK1147","LU2148510915.USD","BK1521","LU1064131003.USD","BK0188","600030","LU2289578879.USD","BK1132","LU1720050803.USD","LU1794554557.SGD","BK0012","LU1328615791.USD","LU0405327148.USD","BK1516","BK0196","BK0183","BK1564","08496","LU1064130708.USD","BK0028","LU1997245094.SGD"],"gpt_icon":0},{"id":"2550644574","title":"中信证券:需求释放多点开花 户储开启发展新阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2550644574","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550644574?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 08:24","pubTimestamp":1752020691,"startTime":"0","endTime":"0","summary":"当前海外户储&工商储处于行业困境反转拐点,库存积压消解+下游份额集中+亚非拉需求由点及面释放,预计该板块25Q2出货环比大幅增长。随着欧、澳及新兴市场逆变器需求持续上行,我们预计头部企业25Q2开始改善幅度较大且超市场预期,Q3有望持续改善,户储有望开启新的发展阶段。澳洲、欧洲及新兴市场复苏,小逆变器厂家Q2出货同环比普遍高增,且后续指引仍然积极,海外储能逆变器行业开启增长新阶段。","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/1315479.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":["LU1720050803.USD","LU1997244956.HKD","LU1064131003.USD","LU2289578879.USD","600030","BK1147","BK0028","LU2495084118.USD","LU1655091616.SGD","BK0276","LU2148510915.USD","LU0405327148.USD","BK0183","LU1794554557.SGD","BK1516","BK0012","LU1328615791.USD","BK0188","LU1064130708.USD","BK1564","LU0405327494.USD","LU1997245177.USD","LU1997245094.SGD","BK1521","BK0196","06030"],"gpt_icon":0},{"id":"2550574685","title":"【中国儒意(00136.HK)7月8日发行3.27亿股】智通财经APP讯,中国儒意(00136.HK)发布公告,根据日期","url":"https://stock-news.laohu8.com/highlight/detail?id=2550574685","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550574685?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 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08:24","pubTimestamp":1752020658,"startTime":"0","endTime":"0","summary":"智通财经APP讯,中国儒意(00136)发布公告,根据日期为2025年1月27日的股份认购协议及日期为2025年4月25日的补充协议,于2025年7月8日向TFI Investment Fund SPC配发及发行3.27亿股公司普通股。","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/1315478.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1128","BK1516","BK1598","00136","BK1142","BK1590"],"gpt_icon":0},{"id":"2550740035","title":"中信证券:今年夏季或是近十年最炎热夏季 高温交易受益板块梳理","url":"https://stock-news.laohu8.com/highlight/detail?id=2550740035","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550740035?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 08:17","pubTimestamp":1752020220,"startTime":"0","endTime":"0","summary":" 中信证券研究文|裘翔。 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健康饮品等新消费趋势景气度有望保持】中金公司称,食饮板块需求有望边际企稳改善。分板块看大众食品基本面自3月起边际改善,下半年基本面有望稳中改善,预计新消费标的延续相对高成长,辣味零食、健康饮品、气泡黄酒等新消费趋势景气度有望保持,带动板块估值抬升,看好休闲零食、软饮料等子板块下半年表现。白酒受宏观经济及政策影响出现板块性估值回调,基本面处于筑底阶段,虽下半年白酒基本面或仍有所承压,但估值已基本反映悲观预期,配置价值渐显。","url":"https://stock-news.laohu8.com/highlight/detail?id=2550257419","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550257419?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 08:13","pubTimestamp":1752020036,"startTime":"0","endTime":"0","summary":"中金公司称,食饮板块需求有望边际企稳改善。分板块看大众食品基本面自3月起边际改善,下半年基本面有望稳中改善,预计新消费标的延续相对高成长,辣味零食、健康饮品、气泡黄酒等新消费趋势景气度有望保持,带动板块估值抬升,看好休闲零食、软饮料等子板块下半年表现。白酒受宏观经济及政策影响出现板块性估值回调,基本面处于筑底阶段,虽下半年白酒基本面或仍有所承压,但估值已基本反映悲观预期,配置价值渐显。","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":"https://24h.jrj.com.cn/2025/07/09081351573224.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":"jinrongjie_stock","symbols":["BK1516","BK0276","SG9999002828.SGD","BK1564","BK1147","BK1501","03908","601995"],"gpt_icon":0},{"id":"2550571741","title":"【中金:下半年大众食品板块需求有望稳中向上 魔芋、椰子水等有望保持创新活力】 中金公司称,展望2025年下半年,预计大众食品板块需求有望稳中向上,并预计具备新消费属性的子赛道如休闲零食中魔芋等品类、软饮料中无糖茶、电解质水、椰子水等健康品类有望保持创新活力,通过持续抓取新消费趋势延续较高景气度。子板块方面优先推荐软饮料、休闲零食,建议关注估值处于低位的乳制品、啤酒板块。长期看,行业结构性增长机会仍存,悦己情绪价值消费和性价比产品有望表现更优。","url":"https://stock-news.laohu8.com/highlight/detail?id=2550571741","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550571741?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 08:03","pubTimestamp":1752019386,"startTime":"0","endTime":"0","summary":"中金公司称,展望2025年下半年,预计大众食品板块需求有望稳中向上,并预计具备新消费属性的子赛道如休闲零食中魔芋等品类、软饮料中无糖茶、电解质水、椰子水等健康品类有望保持创新活力,通过持续抓取新消费趋势延续较高景气度。子板块方面优先推荐软饮料、休闲零食,建议关注估值处于低位的乳制品、啤酒板块。长期看,行业结构性增长机会仍存,悦己情绪价值消费和性价比产品有望表现更优。","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":"https://24h.jrj.com.cn/2025/07/09080351572172.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":"jinrongjie_stock","symbols":["03908","BK1516","BK1147","BK1501","601995","BK0276","SG9999002828.SGD","BK1564"],"gpt_icon":0},{"id":"2550579458","title":"中国铝业(2600.HK)获中信证券资管增持1408.6万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2550579458","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2550579458?lang=zh_cn&edition=fundamental","pubTime":"2025-07-09 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06:50","pubTimestamp":1752015000,"startTime":"0","endTime":"0","summary":"格隆汇7月9日丨根据联交所最新权益披露资料显示,2025年7月7日,中国铝业(02600.HK)获中信证券资产管理有限公司在场内以每股均价5.2322港元增持1408.6万股,涉资约7370.08万港元。增持后,中信证券资产管理有限公司最新持股数目为241,298,000股,持股比例由5.76%上升至6.12%。追加内容本文作者可以追加内容哦 !","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=nesSN20250709065212a43eca43&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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00:00","pubTimestamp":1751990400,"startTime":"0","endTime":"0","summary":"正是为解决这一痛点,此次微盟上线抖音团购券线上线下核销功能,通过打通跨平台经营链路,可以帮助商家把握高潜流量,从而积极把握全域经营带来的新增长机遇。对消费者而言,无需过多繁琐操作,也无需来回切换,一键复制券码,在微盟小程序商城系统上就能实现核销、消费以及送货方式选择。基于此,微盟开通抖音团购券核销能力,该功能对于商家的长期价值不仅在于流量获取,更在于用户资产的持续运营。","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=nesSN20250709111531953ba28f&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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23:39","pubTimestamp":1751989142,"startTime":"0","endTime":"0","summary":"天眼查App显示,2025年07月07日,江西省芦溪城市发展投资集团有限公司公示了“22芦溪专项债01、02”回转售项目的中标候选人信息。该项目由中信证券股份有限公司与九江银行股份有限公司萍乡分行组成的联合体位列第一中标排序人,服务费费率报价为0.1%/年,得分89.20分。此外,第二中标排序人为第一创业证券承销保荐有限责任公司,第三中标排序人为中泰证券股份有限公司。本次招标代理机构为浙江联达工程项目管理有限公司,采购人位于江西省萍乡市芦溪县芦溪镇王家坊路人才大厦608-614。","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=nesSN20250708234003953b036e&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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22:44","pubTimestamp":1751985894,"startTime":"0","endTime":"0","summary":"2025年的游戏暑期档,正以史无前例的攻势拉开序幕。据《每日经济新闻》记者不完全统计,7月有超20款国产新游戏定档上线,10余款开启限量测试。暑期档历来是游戏行业的黄金期。学生群体放假,用户在线时长显著增加,厂商通常会选择在这一时段推出重磅产品。但今年的竞争尤为激烈——尤其是腾讯、网易等厂商将于7月中旬上线的产品几乎“撞档”,火药味十足。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202507083451329060.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202507083451329060.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_eastmoney","symbols":["TCHmain","TCEHY","BK1618","NTES","LU0540923850.HKD","LU0918141705.HKD","LU1439102457.SGD","LU1504937902.USD","BK1516","LU1734074674.USD","00700","LU0456846285.SGD","SG9999003461.SGD","SG9999014906.USD","LU2177674079.SGD","SG9999002463.SGD","LU1196710195.USD","LU1188198961.HKD","LU0828238088.HKD","LU1226287875.USD","LU1226288253.USD","LU0203347892.USD","LU1770036033.HKD","LU1993786604.SGD","LU0531970944.HKD","LU1769817179.HKD","LU0348814723.USD","SG9999001226.SGD","LU0611395673.USD","LU1242518931.SGD","IE00B5MMRT66.SGD","LU0871576103.HKD","LU0594300179.USD","09999","LU0370786039.SGD","LU0588545730.USD","HK0000320264.USD","LU0828237510.HKD","LU0384037296.USD","HTCD.SI","LU0348825331.USD","LU0994945656.USD","LU2242644610.SGD","LU2399975544.HKD","LU2045819591.USD","LU0531971595.HKD","LU0819123356.HKD","LU1961090484.USD","LU0229945570.USD","LU0823426480.USD"],"gpt_icon":0},{"id":"2549429025","title":"中信证券相关公司新增一项200.00万元的招标项目","url":"https://stock-news.laohu8.com/highlight/detail?id=2549429025","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549429025?lang=zh_cn&edition=fundamental","pubTime":"2025-07-08 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18:45","pubTimestamp":1751971530,"startTime":"0","endTime":"0","summary":"智通财经APP讯,中金公司(03908)发布公告,该公司2024年面向专业投资者公开发行永续次级债券(第一期),将于2025年7月15日开始支付自2024年7月15日至2025年7月14日期间的利息。据悉,本期债券简称“24中金Y1”,发行总额30亿元,票面利率2.35%。","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/1315272.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":["BK1564","BK1516","BK1147","BK1501","SG9999002828.SGD","BK0276","03908","601995"],"gpt_icon":0},{"id":"2549354699","title":"【中金公司(03908.HK):“24中金Y1”将于7月15日付息】智通财经APP讯,中金公司(03908.HK)发布公","url":"https://stock-news.laohu8.com/highlight/detail?id=2549354699","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2549354699?lang=zh_cn&edition=fundamental","pubTime":"2025-07-08 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18:35","pubTimestamp":1751970900,"startTime":"0","endTime":"0","summary":"2025年7月2日,中国资本市场迎来重磅创新——首批10只科创债ETF正式获批!中信证券为本次获批产品提供托管、做市、销售等全链条金融支持,赋能科技生态,服务实体经济高质量发展。作为首批科创债ETF服务机构,中信证券债券ETF服务涵盖基金托管、销售、做市、资本引介、资产配置及研究等服务链条。ETF做市业务规模位于行业前列。深度参与并培育多只主流ETF产品,提供专业流动性支持。","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://finance.sina.com.cn/roll/2025-07-08/doc-infeufei5179722.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":["LU1655091616.SGD","LU2148510915.USD","BK4550","LU1064130708.USD","BK1147","BK0196","LU1794554557.SGD","BK1516","LU1997244956.HKD","LU1997245094.SGD","BK0183","BK0028","BK4588","600030","LU2495084118.USD","BK0012","BK4585","LU2289578879.USD","LU1997245177.USD","LU1328615791.USD","BK1564","LU0405327494.USD","LU1064131003.USD","BK0188","LU0405327148.USD","FDN","06030","159982","BK0276","BK1521","LU1720050803.USD"],"gpt_icon":0}],"pageSize":20,"totalPage":23,"pageCount":15,"totalSize":460,"code":"91000000","status":"200"}]}}