Northeast Securities(000686)
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A股异动丨券商股涨幅进一步扩大,中银证券涨停,兴业证券涨超8%
Ge Long Hui· 2025-12-05 10:02
(责任编辑:贺翀 ) 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com 中金公司12月3日公告,鉴于本次重组相关事项存在重大不确定性,股票将继续停牌。同日,信达 证券也公告,筹划重大资产重组,A股股票将继续停牌。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 601696 | 中银证券 | 1 | 10.02 | 387亿 | 25.23 | | 601377 | 兴业证券 | 兼 | 8.65 | 640亿 | 20.13 | | 600095 | 湘刚股份 | 演 | 5.99 | 339亿 | 64.72 | | 000686 | 东北证券 | | 4.25 | 218亿 | 20.58 | | 601688 | 华泰证券 | 1 | 3.87 | 1989亿 | 27.40 | | 0007 ...
东北证券(000686) - 东北证券股份有限公司公开发行公司债券受托管理事务临时报告
2025-12-05 08:36
股票简称:东北证券 股票代码:000686.SZ 债券简称:23 东北 C1 债券代码:148246.SZ 债券简称:23 东北 01 债券代码:148512.SZ 债券简称:24 东北 C1 债券代码:148572.SZ 债券简称:24 东北 C2 债券代码:148658.SZ 债券简称:24 东北 01 债券代码:148704.SZ 债券简称:24 东北 02 债券代码:148808.SZ 债券简称:24 东北 03 债券代码:148846.SZ 债券简称:24 东北 04 债券代码:148966.SZ 债券简称:24 东北 05 债券代码:524007.SZ 债券简称:25 东北 01 债券代码:524132.SZ 东北证券股份有限公司 公开发行公司债券 受托管理事务临时报告 发行人 声明 东吴证券股份有限公司(以下简称"东吴证券"、"受托管理人")作为东 北证券股份有限公司(以下简称"东北证券"、"公司"、"发行人")发行的 "23东北C1"、"23东北01"、"24东北C1"、"24东北C2"、"24东北01"、 "24东北02"、"24东北03"、"24东北04"、"24东北05"及"25东北01 ...
东北证券(000686) - 长城证券股份有限公司关于东北证券股份有限公司公开发行公司债券临时受托管理事务报告
2025-12-05 08:36
证券简称:东北证券 证券代码:000686.SZ 债券简称:25 东北 D3 债券代码:524216.SZ 债券简称:25 东北 D4 债券代码:524377.SZ 债券简称:25 东北 D5 债券代码:524379.SZ 债券简称:25 东北 D6 债券代码:524413.SZ 债券简称:25 东北 C1 债券代码:524185.SZ 债券简称:25 东北 C2 债券代码:524230.SZ 债券简称:25 东北 KC01 债券代码:524299.SZ 债券简称:25 东北 C3 债券代码:524362.SZ 债券简称:25 东北 C4 债券代码:524407.SZ 债券简称:25 东北 C5 债券代码:524430.SZ 债券简称:25 东北 C6 债券代码:524500.SZ 长城证券股份有限公司 关于东北证券股份有限公司公开发行公司 债券临时受托管理事务报告 债券受托管理人 (深圳市福田区福田街道金田路 2026 号能源大厦南塔楼 10-19 层) 签署时间:2025 年 12 月 1 声 明 本报告依据《公司债券发行与交易管理办法》、《公司债券受托管理人执业 行为准则》、《东北证券股份有限公司 20 ...
刚刚,A股大涨原因找到了!
天天基金网· 2025-12-05 08:19
上天天基金APP搜索777注册即可领500元券包,优选基金10元起投!限量发放!先到先得! 对于三大指数的直线拉升,有经验的股民一眼就看出是券商等大金融板块发力了。 今天的A股,绝对突发!原本震荡的行情,到了下午一点半的时候,市场遭到资金"偷袭",直 线暴力拉升,让人目瞪口呆! 全市场的股民都在问:"究竟发生了什么事情?" 那么,按照惯例,这么大幅的波动,一定会找到原因跟大家汇报。 首先,午后13:30,在毫无征兆的情况下,三大指数直线拉升。 富时中国A50指数期货也同步直线拉升! | | | 自选 返回 中国平安 601318 LR300 | | | | --- | --- | --- | --- | --- | | 0 | 62.00 | | 61.43 2.88 4.92% | | | | 60.00 | 斯 | 版 | 撒 | | | | 卖五 | 61.49 | 131 | | | 58.00 | 卖四 | 61.48 | ਰੇ ਦੇ | | | | 卖三 | 61.47 | 3C | | | 56.00 | 一 | 61.46 | 3 તે | | | | 重- | 61.45 | 84 | 午后 ...
13:30!A股直线拉升!刚刚,原因找到了!
中国基金报· 2025-12-05 07:35
【导读】突然大涨,原因是什么? 中国基金报记者 泰勒 兄弟姐妹们啊,今天的A股,绝对突发!原本震荡的行情,到了下午一点半的时候,市场遭到资金"偷袭",直线暴力拉升,让人目瞪口呆! 全市场的股民都在问:"究竟发生了什么事情?" 那么,按照基金君的惯例,这么大幅的波动,泰勒一定会找到原因跟大家汇报。 首先,午后13:30,在毫无征兆的情况下,三大指数直线拉升。 富时中国A50指数期货也同步直线拉升! 对于三大指数的直线拉升,有经验的股民一眼就看出是券商等大金融板块发力了。 | 最高: 3907.78 | 今开: 3873.12 | 成交量: 5.00亿手 | 换手:1.10% | | --- | --- | --- | --- | | 最低: 3863.31 | 昨收: 3875.79 | 成交额:7167.42亿 | 量比:1.05 | | 52周最高: 4034.08 | 上涨:1334 | 振幅: 1.15% | 平盘:48 | | 52周最低: 3040.69 | 下跌:358 | 总市值:63.13万亿 | | | 最高: 3115.81 | 今开:3084.22 | 成交量: 1.97亿手 | 换手: ...
午后,大金融板块拉升
Shang Hai Zheng Quan Bao· 2025-12-05 06:15
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 ...
券商股持续走强,中银证券触及涨停
Mei Ri Jing Ji Xin Wen· 2025-12-05 06:13
Group 1 - Brokerage stocks continue to strengthen, with Zhongyin Securities hitting the daily limit, and Xinyue Securities rising over 6% [1] - Other companies such as Xiangcai Securities, Dongfang Caifu, Northeast Securities, and Huatai Securities also experienced gains [1]
研报掘金丨东北证券:首予恺英网络“买入”评级,AI多元布局持续推进
Ge Long Hui· 2025-12-04 07:40
Core Viewpoint - The collaboration between Kaiying Network's subsidiary Hangzhou Jiyi Artificial Intelligence Technology Co., Ltd. and Beijing Lingyi Wanshi Technology Co., Ltd. aims to integrate AI technology into the gaming industry, focusing on the development of large models for gaming applications [1] Group 1: Partnership and Development - The partnership will leverage Kaiying Network's extensive experience in the gaming sector and Lingyi Wanshi's AI technology advantages to promote deep integration of "gaming + AI" [1] - The first global 3D AI intelligent companion application, EVE, is planned to be launched in Q1 2026 [1] Group 2: Product Launches - The AI toy "Warm Heart Valley Dream Journey," featuring emotion recognition, body interaction, and intelligent communication functions, will start pre-sales on December 8 at 8 PM [1] Group 3: Financial Performance - In Q3 2025, the company's profitability improved due to high growth in revenue from high-margin businesses, cost optimization, and government subsidies [1] - The company has a rich reserve of new games and is focusing on mature IPs, with significant revenue growth from the Legend Box, further consolidating the Legend ecosystem's traffic [1] Group 4: Investment Rating - The report initiates coverage with a "Buy" rating for the company [1]
东北证券恢复对快手科技的买入评级。

Xin Lang Cai Jing· 2025-12-04 01:09
Group 1 - Northeast Securities has reinstated a "Buy" rating for Kuaishou Technology [1]
东北固收专题报告:新雅尔塔体系与中美G2格局
NORTHEAST SECURITIES· 2025-12-02 08:14
Report Summary - The new Yalta system has been substantially established, with the global governance plan divided into two parts: the US's "New Monroe Doctrine" leads to strategic contraction, while China's "Community with a Shared Future for Mankind" emphasizes unity with Southern countries [1]. - In the bipolar world order, five global trends are worth noting: supply chain regionalization, debt - driven growth, political right - shift in the Western world, the decline of the US dollar hegemony, and the decreasing strategic significance of the First Island Chain and the First Continental Chain. Long - term optimism is held for precious metals and industrial metals, and pessimism for the US dollar [2]. - In 2026, three macro - events need attention: Sino - US economic and trade relaxation, the potential end of the Russia - Ukraine war, and the US mid - term elections. For China, exports may still be the economic highlight [3]. Group 1: Evolution of the Yalta System - After WWI, the global political pattern evolved through four stages: the "Versailles System" (1919 - 1939), the "Yalta System" (1945 - 1991), the "Post - Yalta Era" (1991 - 2024), and the "New Yalta System" starting from 2025 [19][23][25]. - The new Yalta system is characterized by the division of governance between China and the US. The US has shifted from strategic expansion to strategic contraction, and the global governance plan has changed from one in the old Yalta system to two [33][36]. Group 2: US Strategic Contraction - The US officially entered the strategic contraction phase during Trump's first term. Trump's "America First Strategy" is a return to realism and the protection of national interests [41]. - The meaning of G2 has changed. In the Obama era, it implied a "subordinate relationship" between the US and China, while in the Trump era, it implies a more "divide - and - rule" approach [49]. - Trump is more like Nixon than Reagan as he tries to seize power from Wall Street financial capital. He pretends to be like Reagan to gain capital support [54]. - Although Trump may cause political and social unrest in the US, he is unlikely to become the US's Gorbachev. If he changes the US's economic foundation, he may be a "hero" for the US [56]. - Trump's actions have led to the deterioration of the US's internal order, including the qualitative change of the two - party system, the failure of the separation of powers, and the continuous testing of the president's power boundaries [61][64]. - Trump's "New Monroe Doctrine" has led to the reconstruction of the global order. The US focuses on domestic affairs, strongly controls neighboring countries, maintains a surface - level control over Latin America, and retreats from Western Hemisphere allies [70]. Group 3: Long - term Trends in the Bipolar World - Supply chain regionalization will lead to one pole being unable to get out of inflation and the other out of deflation [84]. - The global economy will enter a debt - driven growth phase, with fiscal expansion as a long - term trend. Monetary policy will become subordinate to fiscal policy [87]. - The political spectrum in the Western world has shifted to the right since 2021, while the Eastern camp remains relatively stable [95]. - The US dollar hegemony is in decline. The US is trying to solve the US debt liquidity problem by issuing US debt stablecoins, but this may lead to the collapse of the US dollar credit in the long run [103]. - The strategic significance of the First Island Chain and the First Continental Chain is decreasing, and the economic integration of Northeast Asia is irresistible [111]. Group 4: Key Macro - events in 2026 - There will be a one - year window period for Sino - US economic and trade relaxation. The US will accelerate the independence of rare earth and chip supply chains, and China will accelerate the autonomy of high - end chip supply chains [3]. - The Russia - Ukraine war may end, with the US and Russia jointly reaping benefits from Ukraine. Russia's possible entry into the G8 does not necessarily mean it is unfavorable to China [3]. - In the US mid - term elections, the president's party is likely to lose the House of Representatives, which will hinder policy implementation and intensify partisan opposition [3]. - For China, exports may still be the economic highlight in 2026, driven by the repair of the trade environment, European re - armament, and post - war reconstruction in Russia and Ukraine [3]. Group 5: Asset Judgments - Long - term optimism is held for precious metals and industrial metals, and pessimism for the US dollar. A cautious view is taken on oil prices [117].