午后，保险、证券、互联网金融等大金融板块持续拉升。瑞达期货直线拉升封板，中银证券涨停，兴业证券涨超7%，湘财股份、东方财富、东北证券、 华泰证券跟涨。 | | | 明细 ▲ ר | | --- | --- | --- | | | | 13:56 13.94 ୧୫ | | 证券 | | | | 1629.39 2.76% | | | | 基金 成分股 | 简况(F10) | 资金 分析 新闻 | | 毛部 龙头股 | 3日内有涨停 | 连板 连续3日主力净泥 | | 名称/代码 | 最新 ◆ | 涨幅 ◆ 5日涨幅 ◆ ▶ | | 中银证券 | 13.94 | +10.02% +7.89% | | 601696 融 | | | | 领涨龙头2 首板 最终涨停13:54 | | | | 兴业证券 | 7.35 | +7.77% +7.83% | | 601377 融 | | | | 领涨龙头1 | | | | 湘财股份 | 11.84 | +5.81% +4.97% | | 600095 融 | | | | 东方财富 | 23.46 | +4.78% +0.26% | | 创 300059 融 | | | | 人 ...

Group 1 - The securities sector showed strength at the beginning of trading, with Zhongtai Securities rising over 2% [1] - Other companies such as Xiangcai Co. and Industrial Securities also experienced gains [1]

Core Viewpoint - Zhongtai Securities successfully raised 6 billion yuan through a targeted A-share issuance, marking its first equity refinancing since its listing in June 2020 [2] Fundraising Details - The fundraising involved 15 investors, including the controlling shareholder, Zhaomining Group [2] - After deducting issuance costs, all raised funds will be used to increase capital, enhancing the company's capital strength and core competitiveness [2] Business Strategy - The company aims to strengthen its capabilities in alternative investments, bond investments, market making, and wealth management [2] - The goal is to optimize the business structure, improve comprehensive financial service levels, and enhance profitability [2] Market Context - This refinancing is noted as the first competitive issuance project in the securities industry in recent years [2] - Hongta Securities served as one of the joint lead underwriters, showcasing its expertise and efficiency in the securities refinancing sector [2]

（责任编辑：田云绯） 海看股份首次公开发行募集资金总额为126,017.40万元，扣除发行费用后，募集资金净额为 116,947.69万元。公司最终募集资金净额比原计划多31170.25万元。海看股份2023年6月15日披露的招股 说明书显示，公司拟募集资金85,777.44万元，用于海看新媒体云平台升级建设项目、版权内容采购项 目。 海看股份发行费用9,069.71万元，其中中泰证券股份有限公司获得保荐及承销费用7,869.40万元。 中国经济网北京12月4日讯 海看股份(301262.SZ)今日收报25.22元，跌幅6.77%，总市值105.17亿 元。该股目前处于破发状态。 2023年6月20日，海看股份在深交所创业板上市，发行股票数量为4,170.00万股，占本次发行后股份 总数的10.00%，发行价格为30.22元/股。公司发行的保荐机构为中泰证券股份有限公司，保荐代表人为 孙参政、仓勇。 ...

机器人概念股掀涨停潮。 4日早盘，A股主要股指盘中探底回升，创业板指一度涨超1%；港股亦上扬，恒生科技指数一度涨超 1%。 具体来看，A股三大股指早盘短线冲高后震荡回落，盘中拉升集体翻红。截至午间收盘，沪指微涨 0.04%报3879.52点，深证成指涨0.35%，创业板指涨0.76%，科创50指数涨0.92%，沪深北三市合计成交 10403亿元。 盘面上，小盘股整体疲弱，旅游餐饮、煤炭、酿酒、食品饮料等板块走低；券商板块异动，长城证券 （002939）领涨；机器人概念爆发，海昌新材（300885）、华伍股份（300095）等多股涨停，江苏雷利 （300660）涨超10%；商业航天概念再度活跃，航天环宇、招标股份（301136）等涨超10%。值得注意 的是，人气牛股海王生物（000078）斩获7连板。 另有两位人士表示，美国政府正考虑在明年发布一项关于机器人技术的行政命令。 美国商务部发言人回应称："我们致力于推动机器人和先进制造业，因为它们是让关键生产回流美国的 核心。" 据一位熟悉计划的人士透露，美国交通部也正准备成立一个机器人工作组，可能在年底前宣布。除此以 外，美国国会议员对机器人技术的兴趣也在上升，共 ...

人民财讯12月4日电，中泰证券（600918）研报表示，创新药仍是目前医药板块最重要的主线，且近2— 3个月实现了震荡调整，股价位置、市场预期、资金配置等均回到了相对合理偏低的位置，投资安全边 际及收益回报价值凸显。在创新药火热高涨及震荡回调中，医药板块内部均出现一定程度的高低切换或 者主题轮动，因此同样建议积极布局2026年伴随价格出清、需求复苏、经营周期拐点有望出现基本面改 善的板块及个股。 ...

格隆汇12月3日｜中泰证券研报指出，荣昌生物前三季度营收增长强劲， 亏损大幅收窄的积极态势。大 幅扭亏盈利拐点将至，引领重症肌无力疗法变革浪潮。泰它西普新适应症取得积极进展，迎接gMG治 疗领域创新药物的爆发风口。根据clinical trials，泰它西普治疗重症肌无力的海外III期研究预计在2026 年完成，迎来国际化元年，若能够在海外成功上市将有望为公司带来可观的增量市场。公司布局了包括 RC148（PD-1/VEGF 双抗）在内的多个在研项目，并探索内部药物（如RC148 与Claudin18.2 ADC RC118）联用的潜力，为长期发展储备了动能。荣昌生物正处在商业化能力加速兑现的通道上，通过高 效的运营和精准的投入，公司正快速向盈亏平衡点靠拢。维持"增持"评级。 ...

智通财经APP获悉，中泰证券发布研报称，交易面与基本面共振，煤炭或迎来新周期，看好2026年煤炭 板块投资机会，投资方面建议把握三条主线。基于中长期资金持续入市，煤炭"高股息、低估值"投资价 值进一步凸显，积极配置红利属性较强的标的；基于企业自身产能增长逻辑，叠加盈利弹性较大，重点 关注α与β共振的有望受益；基于煤价见底、盈利改善，重点关注困境反转的炼焦煤有望受益。 中泰证券主要观点如下： 价格复盘：前低后高，震荡走强。 2025年1-11月煤炭价格同比下降明显，但在6月价格筑底后迎来一轮上涨，整体呈现前低后高趋势。现 货价格：动力煤价格中枢(Q5500)695元/吨，同比下降19%；炼焦煤价格中枢1497元/吨，同比下降 28%。长协价格：秦皇岛Q5500价格678元/吨，同比下降3%；河南主焦煤价格1546元/吨，同比下降 27%。伴随2025年下半年供需边际改善，炼焦煤价格在季节性波动中震荡走强。 展望后市：供需改善可持续，价格中枢将抬升。 供给端："预核增产能"退出，供给收缩预期强化。 三)运力限制与疆煤外运规模增长疲态已现。2025年新疆铁路部门通过优先保证运力、设计多式联运路 径、提高运到时限、降 ...

人民财讯12月3日电，中泰证券（600918）发布2026年煤炭行业投资策略表示，迎接煤炭新周期，长短 结合，进退皆宜。交易面与基本面共振，看好2026年煤炭板块投资机会。投资建议方面，把握三条主 线：基于中长期资金持续入市，煤炭"高股息、低估值"投资价值进一步凸显，积极配置红利属性较强的 标的；基于企业自身产能增长逻辑，叠加盈利弹性较大，重点关注α与β共振的有望受益；基于煤价见 底、盈利改善，重点关注困境反转的炼焦煤有望受益。 ...

Summary of Key Points Core Viewpoint The announcement from Zhongtai Securities outlines the expected external guarantee amount for the year 2026, detailing the limits and conditions under which these guarantees will be provided to its subsidiaries and associated companies. Group 1: Guarantee Overview - The total amount of financing guarantees provided by the company and its wholly-owned subsidiaries shall not exceed 11.5 billion RMB, including existing guarantees and new guarantees [2][5]. - Guarantees for entities with a debt-to-asset ratio exceeding 70% are capped at 10.5 billion RMB, with individual guarantees not exceeding 10% of the company's latest audited net assets [2][5]. - The total non-financing guarantees provided by Zhongtai International to its subsidiaries shall not exceed 1 billion USD, with a limit of 800 million USD for those with a debt-to-asset ratio over 70% [2][5]. Group 2: Decision-Making Process - The board of directors approved the guarantee proposal during the 17th meeting of the third board on December 2, 2025, with unanimous support [20][36]. - The proposal requires further approval from the shareholders' meeting [20][36]. Group 3: Current Guarantee Status - As of the announcement date, the total guarantee balance for controlling subsidiaries is 5.72 billion RMB, representing 13.39% of the company's audited net assets as of December 31, 2024 [21][22]. - There are no overdue guarantees reported by the company [22]. Group 4: Necessity and Reasonableness of Guarantees - The guarantees are deemed necessary to meet the operational needs of the company and its subsidiaries, with the associated risks considered manageable within the company's control [19]. Group 5: Related Company Information - Zhongtai International and Zhongtai Property are wholly-owned subsidiaries of the company, while other subsidiaries are fully owned by Zhongtai International [17]. Group 6: Future Actions - The company will seek authorization from the shareholders' meeting to allow the board to manage the guarantee agreements and related regulatory compliance [5][20].