根据合并数据显示，多头前三席位为中信期货，总持仓38316、乾坤期货，总持仓25019、国泰君安，总持仓23071；空头前三席位 为东证期货，总持仓32995、国泰君安，总持仓29487、中信期货，总持仓23676； 主力合约前20席位中，多头增仓前三名分别是：一德期货、持仓19422、增仓2913，中泰期货、持仓5310、增仓273，中信建投、 持仓6395、增仓253；多头减仓前三名分别是：中信期货、持仓13547、减仓-3755，华泰期货、持仓2286、减仓-935，国泰君安、 持仓13868、减仓-851； 新浪期货 根据交易所数据，截至5月22日收盘主力合约豆一2507,涨跌-0.29%,成交量12.30万手，持仓数据显示前20席位呈现净空， 差额头寸为3117手。 豆一期货全合约总计成交19.53万手，比上一日减少8.81万手。全合约前20席位多头持仓23.55万手，比上一日减少1611手。全合约 前20席位空头持仓25.10万手，比上一日增加284手。 | | | | | 2025年5月22日豆一全合约持仓数据一览 | | | | | | | --- | --- | --- | --- | -- ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 國泰海通證券股份有限公司(「本公司」) 呈交日期： 2025年5月22日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | | 說明 | A股於上海證券交易所上市(證券代號: 601211) | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份 ...

中证1000指数期货期货全合约总计成交20.29万手，比上一日新增5.22万手。全合约前20席位多头持仓22.50万手，比上一日增加 1.77万手。全合约前20席位空头持仓25.54万手，比上一日增加1.83万手。 新浪期货 根据交易所数据，截至5月22日收盘主力合约中证1000指数期货2506,涨跌-0.81%,成交量14.86万手，持仓数据显示前20席 位呈现净空，差额头寸为15089手。 根据合并数据显示，多头前三席位为国泰君安，总持仓44812、中信期货，总持仓41008、东证期货，总持仓14564；空头前三席位 为中信期货，总持仓57161、国泰君安，总持仓43780、海通期货，总持仓17645； 主力合约前20席位中，多头增仓前三名分别是：国泰君安、持仓25602、增仓2870，中信期货、持仓25453、增仓2190，华闻期 货、持仓3416、增仓962；多头减仓前一名分别是：一德期货、持仓2430、减仓-102； (*文中全合约指交易所公布持仓成交数据的所有合约) 新浪合作大平台期货开户 安全快捷有保障 责任编辑：小浪快报 主力合约前20席位中，空头增仓前三名分别是：国泰君安、持仓25381、增 ...

主要财务指标与估值 2025E 2026E 2027E | 营业总收入(亿元) | 90.28 | 101.7 | 112.94 | | --- | --- | --- | --- | | 归母净利润(亿元) | 10.98 | 13.24 | 15.64 | | 每股收益(元) | 0.66 | 0.79 | 0.94 | | 市盈率(PE) | 22.45 | 18.63 | 15.77 | | 市净率(PB) | 2.26 | 2.1 | 1.94 | | 净资产收益率(%) | 10.1 | 11.3 | 12.3 | | 总资产收益率(%) | 7.8 | 8.5 | 9.2 | 国泰海通5月20日发布研报，维持以岭药业（002603）增持评级，目标价位16.5元。截至报告日，公司 最新收盘价为14.79元，较目标价有11.56%的上行空间。国泰海通预测，以岭药业2025年归母净利润 10.98亿元，同比增长251.55%。 注：数据获取自研报正文 | 研报日期 | 机构简 | 目标 | 本次评 | 详情 | | --- | --- | --- | --- | --- | | | 称 | 价 | 级 ...

Core Insights - The main contract for the CSI 300 Index futures closed at 2506 with a slight increase of 0.43% as of May 21, with a trading volume of 56,300 contracts and a net short position of 14,821 contracts among the top 20 positions [1][3]. Trading Volume and Positions - Total trading volume for all CSI 300 Index futures contracts reached 77,800 contracts, an increase of 5,519 contracts from the previous day [1]. - Among the top 20 positions, long positions totaled 166,000 contracts, a decrease of 2,922 contracts, while short positions totaled 195,900 contracts, a decrease of 3,186 contracts [1][4]. Major Players - The top three long positions were held by Guotai Junan with a total of 38,726 contracts, CITIC Futures with 19,756 contracts, and Haitong Futures with 16,273 contracts [1][4]. - The top three short positions were held by CITIC Futures with 45,901 contracts, Guotai Junan with 26,612 contracts, and Haitong Futures with 18,588 contracts [1][4]. Changes in Positions - The top three increases in long positions were from Dongzheng Futures (8,036 contracts, +983), CITIC Futures (11,970 contracts, +302), and Zheshang Futures (2,533 contracts, +144) [1]. - The top three decreases in long positions were from Haitong Futures (14,080 contracts, -1,491), Guotai Junan (23,043 contracts, -1,432), and Guotai Futures (4,667 contracts, -419) [1]. - The top three increases in short positions were from Dongzheng Futures (9,154 contracts, +479), Galaxy Futures (3,341 contracts, +205), and Fangzheng Futures (1,680 contracts, +160) [1]. - The top three decreases in short positions were from CITIC Futures (31,187 contracts, -1,209), Haitong Futures (6,326 contracts, -387), and Everbright Futures (1,560 contracts, -271) [1].

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 國泰海通證券股份有限公司(「本公司」) 呈交日期： 2025年5月21日 (i) 上市發行人已收取其在是次股份發行或庫存股份出售或轉讓應得的全部款項； 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 A | | 於香港聯交所上市 | 否 | | | 證券代號 (如上市) | | 說明 | A股於上海證券交易所上市(證券代號: 601211) | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 ...

Group 1 - The stock price of Sanwei Xinan (688489.SH) closed at 32.16 yuan, reflecting a decline of 2.49% and is currently in a state of breaking issue [1] - Sanwei Xinan was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on December 2, 2022, with an initial public offering of 19.14 million shares at a price of 78.89 yuan per share, raising a total of 1.509 billion yuan [1] - The actual net fundraising amount of Sanwei Xinan exceeded the original plan by 967.43 million yuan, with the original intended fundraising amount being 403.43 million yuan for product development and working capital [1] Group 2 - The company announced a stock bonus of 4.8 shares for every 10 shares held and a pre-tax dividend of 4.29 yuan, with the ex-dividend date on May 16, 2023, and the record date on May 15, 2023 [2]

Core Insights - The Shanghai Stock Exchange 50 Index futures contract closed at 2506 on May 21, with a slight increase of 0.46% and a trading volume of 27,200 contracts, indicating a decrease in trading activity compared to the previous day [1][3]. Trading Data Summary - Total trading volume for all contracts was 36,500 contracts, down by 754 contracts from the previous day [1][4]. - The top 20 positions showed a net short position with a difference of 5,753 contracts [1]. - Long positions in the top 20 decreased by 1,235 contracts to 50,800 contracts, while short positions decreased by 1,127 contracts to 61,600 contracts [1][4]. Major Players - The top three long positions were held by Guotai Junan with 8,465 contracts, CITIC Futures with 8,087 contracts, and Dongzheng Futures with 3,404 contracts [1][3]. - The top three short positions were held by Guotai Junan with 12,165 contracts, CITIC Futures with 8,633 contracts, and GF Futures with 6,432 contracts [1][3]. Position Changes - The top three increases in long positions were from Haitong Futures (+141 contracts), Zhongjin Wealth (+133 contracts), and招商期货 (+104 contracts) [1][3]. - The top three decreases in long positions were from Guotai Junan (-421 contracts), Guoxin Futures (-245 contracts), and Shenyin Wanguo (-180 contracts) [1][3]. - The top three increases in short positions were from CITIC Futures (+72 contracts), Zhongjin Futures (+55 contracts), and Guoxin Futures (+38 contracts) [1][3]. - The top three decreases in short positions were from Guotai Junan (-186 contracts), Dongzheng Futures (-192 contracts), and Guotai Junan (-197 contracts) [1][3].

Group 1 - The global mobile game market is experiencing a slowdown, but the SLG (Simulation Game) segment presents structural investment opportunities due to high user spending, long lifecycle, and global adaptability [1][2] - In 2024, the global strategy game revenue is projected to reach $17.5 billion, making it the top category in mobile games, with significant contributions from Chinese titles like "Last War: Survival" and "Whiteout Survival" [2] - The proportion of strategy games among the top 100 self-developed mobile games in overseas markets is 41.38%, indicating a strong presence and growth potential for SLG games [2] Group 2 - SLG developers are innovating gameplay to attract lighter users and reduce user acquisition costs, with successful cases emerging from SLG+ simulation and mini-games [1][3] - The industry is focusing on two main strategies: maintaining core SLG features while reducing player investment ("降肝降氪") and integrating lighter gameplay elements to broaden user appeal [3] - The enduring popularity of Three Kingdoms themes and the combination of new themes and IPs are helping SLG games to explore new market spaces [3] Group 3 - Notable products are successfully entering overseas markets, providing stable revenue support, such as "Whiteout Survival," which has generated $2.25 billion globally by March 2025 [4] - The games "Age of Origins" and "War and Order" have shown stable growth in ARPU and revenue, contributing 96.83% to the total revenue of Shenzhou Taiyue's gaming business [4] - New games like "Stellar Sanctuary" and "Next Agers" are undergoing commercialization testing overseas, potentially offering new revenue streams for the company [4]

EF001 | 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因 公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 | | | --- | --- | | 股票發行人現金股息公告 | | | 發行人名稱 | 國泰海通證券股份有限公司 | | 股份代號 | 02611 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 建議截至二零二四年十二月三十一日止之末期股息 | | | 公告日期 | 2025年5月20日 | | 公告狀態 | 撤回股息公告 | | 由於變更支付股息予股東貨幣選擇權。有關詳情, 股東可參閱 2025 年 5 月 8 日發佈的 | | | 更新/撤回理由 | EF002 。 | | 已撤回之股息信息 | | | 股息類型 | 末期 | | 股息性質 | 普通股息 | | 財政年末 | 2024年12月31日 | | 宣派股息的報告期末 | 2024年12月31日 | | 宣派股息 | 每 10 股 2.8 RMB | | 股東批准日期 | ...