炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 国泰海通(02611)发布公告，国泰海通证券股份有限公司(曾用名：国泰君安证券股份有限公司，以下简 称本公司)于2024年12月10日成功发行了国泰君安证券股份有限公司2024年度第十期短期融资券(以下简 称本期短期融资券)，本期短期融资券发行额为人民币40亿元，票面利率为1.79%，短期融资券期限为1 年，兑付日期为2025年12月10日。2025年12月10日，本公司完成了本期短期融资券的本息兑付工作。 ...

格隆汇12月10日丨国泰海通(02611.HK)公告，于2024年12月10日成功发行了国泰君安证券股份有限公司 2024年度第十期短期融资券，本期短期融资券发行额为人民币40亿元，票面利率为1.79%，短期融资券 期限为1年，兑付日期为2025年12月10日(详见公司于2024年12月11日登载于上海证券交易所网站 (http://www.sse.com.cn)的《国泰君安证券股份有限公司2024年度第十期短期融资券发行结果公告》)。 2025年12月10日，公司完成了本期短期融资券的本息兑付工作。 ...

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之內容概不負責，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本公告全部或任何部份內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 董事長 中國上海 2025年12月10日 截至本公告日期，本公司的執行董事為朱健先生、李俊傑先生以及聶小剛先生； 本公司的非執行董事為周杰先生、管蔚女士、鐘茂軍先生、陳航標先生、呂春芳 女士、哈爾曼女士、孫明輝先生以及陳一江先生；本公司的職工董事為吳紅偉先 生；及本公司的獨立非執行董事為李仁傑先生、王國剛先生、浦永灝先生、毛付 根先生、陳方若先生以及江憲先生。 本公告乃由國泰海通證券股份有限公司（「本公司」）根據香港聯合交易所有限公司 證券上市規則第13.10B條作出。 茲載列本公司於上海證券交易所網站發佈之《國泰海通證券股份有限公司關於 2024年度第十期短期融資券兌付完成的公告》，僅供參閱。 承董事會命 國泰海通證券股份有限公司 朱健 國泰海通證券股份有限公司 Guotai Haitong Securities Co., Ltd. （於中華人民共和國註冊成立的股份有限公司） （股份代號：02611） ...

顶级游资章盟主出手，单日买入1.49亿元万科A！ 12月10日午后，A股地产板块突然之间爆发， 原本下跌的万科A直线拉升，迅速封住涨停，报5.25元/股，买一位置封单一 度超过120万手，港股万科企业一度大涨超19%。在万科的强势表现下，A股世联行、万科A、海南高速、财信发展、华夏 幸福等多股涨停封板。金地集团、保利发展等多股跟涨，涨幅超过5%。 截至收盘，万科A上涨10.06%，报5.25元/股，成交大幅放量，达到32.29亿元。 顶级游资大佬章建平 章建平是A股顶级游资之一，上世纪90年代即以5万元入市，曾创下了"5年时间身价翻150倍"的神话。他早年通过买入北辰 实业、招商轮船以及中国铝业大赚而名声大噪。 资金实力雄厚，不"吃独食"，常常明牌打信号，偏好在大盘股主升浪阶段重仓出击，但为人异常低调，极少接受媒体采 访，这是市场对章建平的印象。和多数知名游资一样，章建平背后也有一个"家庭团队"，除了岳父方德基，还有妻子方文 艳、岳母李凤英、章建平的儿子方章乐。据媒体调查，早年间，章建平喜欢同妻子方文艳一起炒股。不过方文艳其实不懂 股票，只在交易室给丈夫做一些外围的事情。 章建平家族几人时而单独出现在上市公司 ...

智通财经APP获悉，国泰海通发布研报称，维持玻璃纤维行业"增持"评级。覆铜板龙头集体布局26年高 端份额的争取，带动近期特种电子布采购框架上修。同时，传统电子布在织布机转产影响下继续提价的 确定性较高。薄布的紧缺特性更加明显。综合推荐边际客户突破或产能成本占优的特种电子布与普通电 子布龙头企业。 此轮产业关注更多在低介电二代布，尤其关注份额潜力大覆铜板企业的采购框架 近期市场针对玻纤电子布材料关注度聚焦二代布，判断基于：1)谷歌TPU下一代产品基本框架有望升级 成以M8级别覆铜板配套二代布，对于二代布是新的增量需求;2)英伟达链条二代布使用量的确定性还是 较高。从二代布需求格局上看，三家头部覆铜板企业的采购框架最受关注，包括增速力求进一步突破客 户和份额的生益科技，在ASIC链不断争取增量的台光电子，以及伴随既有客户有望升级的松下。相比 二代布而言，一代布2026年供应安全性更乐观;代表产业趋势的石英布在逐步解决供应链，可加工性， 成本等短期局限，等待产业化更进一步更清晰的信号。 "挤出效应"加剧供需缺口，普通电子布价格趋势乐观 风险提示：AI下游需求拓展不及预期;电子布产能格局变化。 国泰海通主要观点如下： ...

证券代码：601211 证券简称：国泰海通 公告编号：2025-107 国泰海通证券股份有限公司 关于 2024 年度第十期短期融资券兑付完成的公告 国泰海通证券股份有限公司（曾用名：国泰君安证券股份有限公司，以下简 称本公司）于 2024 年 12 月 10 日成功发行了国泰君安证券股份有限公司 2024 年度第十期短期融资券（以下简称本期短期融资券），本期短期融资券发行额为 人民币 40 亿元，票面利率为 1.79%，短期融资券期限为 1 年，兑付日期为 2025 年 12 月 10 日（详见公司于 2024 年 12 月 11 日登载于上海证券交易所网站 （http://www.sse.com.cn）的《国泰君安证券股份有限公司 2024 年度第十期短 期融资券发行结果公告》）。 2025 年 12 月 10 日，本公司完成了本期短期融资券的本息兑付工作。 特此公告。 国泰海通证券股份有限公司董事会 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 2025 年 12 月 11 日 ...

Group 1 - The 3C supply chain is benefiting from the cyclical recovery of its industry and the accelerated penetration of AI at the edge, presenting growth opportunities [1] - The 3C supply chain's specialized manufacturing model of "components-modules-finished products" is well-suited for the mass production phase of humanoid robots [1] - Companies like Luxshare Precision and Lens Technology are leveraging their experience in the 3C sector to expand into humanoid robotics, focusing on module and finished product manufacturing [1] Group 2 - The 3C terminal market, represented by smartphones, is entering a recovery cycle, providing a foundation for industry growth [2] - Major tech companies are accelerating the deployment of AI at the edge, which is expected to drive a new replacement cycle for terminal products [2] - Companies like Apple, Google, and ByteDance are competing to enhance their mobile devices with AI capabilities, which could lead to significant growth in the 3C industry [2]

Core Viewpoint - The investigation involving Zhu Dongchen, a prominent figure in the capital market, is linked to the ongoing corruption case of Guo Xudong, raising concerns about systemic issues within the IPO review process [1][5][7]. Group 1: Zhu Dongchen's Background and Career - Zhu Dongchen, known as the "King of Zhejiang Investment Banking," has a significant career history, having worked at Guangfa Securities for 16 years before joining Guotai Junan in 2021, which altered the competitive landscape of the investment banking market in Zhejiang [2][4]. - His transition from Guangfa to Guotai Junan resulted in a dramatic shift in market share, with Guotai Junan's IPO underwriting in Zhejiang increasing from 9 cases (2.16% market share) before 2021 to 17 cases (7.52% market share) after his arrival, while Guangfa's market share declined significantly [4]. Group 2: Investigation and Implications - The investigation into Zhu Dongchen follows the case of Guo Xudong, who is under investigation for serious violations of duty, highlighting a potential network of corruption within the IPO review process [6][7]. - The ongoing investigations have already led to multiple individuals in the securities industry being taken in for questioning, indicating a broader crackdown on corruption in the IPO review sector [7]. - The implications of Zhu Dongchen's case for Guotai Haitong Securities, formed from the merger of Guotai Junan and Haitong Securities, remain to be seen, but it is expected that more corrupt practices within the IPO review process may be uncovered [8].

Core Viewpoint - The article highlights the milestone of Jiangsu Longpan Technology Co., Ltd. becoming the first "A+H" listed company in the lithium iron phosphate cathode material industry, marking a significant step in the trend of A-share companies listing in Hong Kong and showcasing the role of Chinese investment banks in facilitating this process [1][2]. Group 1: Company Achievements - Jiangsu Longpan Technology officially listed on the Hong Kong Stock Exchange on October 30, 2024, raising a total of HKD 550 million [1]. - Longpan Technology's listing is one of only three "A+H" listings in 2024 and the first following a joint statement from the Hong Kong Securities and Futures Commission and the Hong Kong Stock Exchange [2]. Group 2: Role of Investment Banks - Guotai Junan International acted as the joint sponsor and coordinator for Longpan Technology's listing, demonstrating the bank's capability in integrating domestic and international resources [2][3]. - The investment bank aims to build a value assessment system for Chinese enterprises, enhancing the understanding of their business and value to attract international capital [2][3]. Group 3: Service and Growth Strategy - Guotai Junan International has developed a comprehensive service network covering 17 countries and regions, positioning itself as one of the most widely deployed securities firms in China [3]. - The bank emphasizes long-term partnerships with companies, as evidenced by its continuous support for Longpan Technology since its IPO in 2017 [4]. Group 4: Internationalization and Talent Development - The investment bank faces challenges in building an international talent system due to differences in legal environments, regulatory requirements, and market preferences [5][6]. - Guotai Junan International is establishing specialized project teams in key regions to enhance responsiveness to client needs and improve project development [6]. Group 5: Future Outlook - The company plans to strengthen its overseas business layout by aligning with international standards in capital strength, service quality, and product structure [6][7]. - It aims to focus on emerging sectors such as renewable energy and sustainable finance, developing innovative financing tools that meet global investor preferences [7].

Company Overview - Woan Robotics has submitted a listing application to the Hong Kong Stock Exchange, with Cathay Securities and Huatai International as joint sponsors [1] - According to a Frost & Sullivan report, Woan Robotics is the largest AI-enabled home robot system provider globally, with a market share of 11.9% based on retail sales in 2024 [1] - The company focuses on AI-enabled home robot systems, integrating research and development, production, and sales across various household applications such as smart control, household chores, smart housekeeping, elderly care, security, and energy management [1] Product Innovation - Woan Robotics has launched several innovative products, including the SwitchBot Bot in 2017, SwitchBot Curtain in 2020, SwitchBot Lock in 2022, and the commercialized enhanced mobile robot SwitchBot S10 in 2023 [1] - As of November 30, 2025, the company holds 312 global patents, including 56 invention patents [1] User Engagement and Market Reach - The SwitchBot App has over 3.5 million registered users, with more than 10.7 million connected devices [1] - Woan Robotics products are sold in over 90 countries and regions, available in more than 2,000 offline retail stores, with approximately 55.9% of registered users connecting two or more products [1] Industry Growth - The global smart home market is projected to grow from 1,000.5 billion yuan in 2024 to 1,462.4 billion yuan by 2029 [2] - The global home robotics market is expected to expand from 257.7 billion yuan in 2024 to 436.5 billion yuan by 2029 [2]