国泰海通证券股份有限公司 2026年2月6日 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！ 为进一步优化网点布局，国泰海通证券股份有限公司（以下简称"公司"）决定撤销漳州融信写字楼证券 营业部，根据新修订的《中华人民共和国证券法》和《关于取消或调整证券公司部分行政审批项目等事 项的公告》（证监会公告（2020）018）相关要求，公司将妥善处理漳州融信写字楼证券营业部客户资 产、结清漳州融信写字楼证券营业部证券业务并终止营业活动，办理工商注销等相关手续，并向上述营 业部所在地中国证监会派出机构备案。 ...

Core Viewpoint - The collaboration between China Aerospace Technology Co., Ltd. and Pop Mart has successfully launched the SPACE MOLLY toy, marking a significant milestone in the intersection of space technology and cultural consumption, enhancing public interest in space tourism [2][3]. Group 1: Company Developments - China Aerospace Technology Co., Ltd. is the first mixed-ownership rocket enterprise in China, involved in the development, production, and launch of medium to large rockets, suborbital scientific experiments, and space tourism [3]. - The company has completed the counseling work for its IPO with Guotai Junan Securities, as confirmed by the China Securities Regulatory Commission [3]. - The "Lihong No. 2" is a reusable spacecraft developed by the company, designed for space tourism with the capability of over 30 flights, serving as a platform for scientific research and supporting major national projects like manned lunar missions [5]. Group 2: Industry Trends - The commercial space sector is focusing on space tourism as a key emerging business model, with initiatives to develop suborbital and orbital space tourism vehicles and establish a comprehensive operational system for space tourism [6]. - The China Aerospace Science and Technology Corporation plans to implement five major projects during the 14th Five-Year Plan period, including the development of space tourism and related infrastructure [6]. - The National Space Administration's action plan for 2025-2027 emphasizes support for commercial space entities in areas such as space resource development, space manufacturing, and space tourism, promoting innovation and new business models [6].

【上海并购私募投资基金三期成立 规模8.3亿元】智通财经2月5日电，从天眼查App获悉，2月5日，上 海并购私募投资基金三期合伙企业（有限合伙）成立，执行事务合伙人为海通并购（上海）私募基金管 理有限公司，出资额为8.3亿元人民币，由国泰海通旗下海通开元投资有限公司、海通并购（上海）私 募基金管理有限公司、长芯博创等共同出资。该基金的设立，可视为上海在国资国企改革与资源整合方 面的具体举措之一。2月3日，记者从上海市第十六届人民代表大会第四次会议上获悉，2026年，上海将 实施新一轮国资国企全面深化改革，健全鼓励国有企业推进科技创新的制度安排，推动一批国有企业重 组整合、协同发展，加大存量资源盘活、国有控股上市公司市值管理力度，构建国资监管综合评价体 系。（上证报） 转自：智通财经 ...

国泰海通（601211）证券是2025年由国泰君安与海通证券战略重组而成的行业巨头，以打造世界一流投行为目标。在投行、财富管理等领域占据领先地位。 公司始终以客户为中心，致力于通过科技赋能回馈市场，为资本市场高质量发展注入动力。 这一实践为金融科技领域树立了标杆。其"业务属性驱动"理念解决了证券行业"技术运维不懂业务、业务人员看不懂链路"的共性难题，且低侵入、配置化的 架构可复用于银行、保险等领域。该项目的负责人表示："方案不仅实现了技术保障与业务支撑的视角统一，更推动了运维技术从成本中心向价值中心的转 型。" 当前证券行业传统调用链工具长期存在技术与业务脱节的痛点：运维人员仅能监控技术指标，却无法直接关联具体业务场景。当故障发生时，排查需跨系统 查询业务日志、数据库和接口文档，效率低下且易误判。国泰海通证券的系统运行团队针对这一难题，推出了"链路即业务"监控方案，其核心创新体现在三 大维度：首先，业务属性穿透式嵌入技术。项目采用无侵入式请求拦截（基于JavaAgent/网关拦截器），自动捕获调用链中的业务功能唯一标识 （functionid）、业务状态（成功/失败）及状态码（如"1001-资金充足"），并实 ...

Group 1 - The collaboration between China Aerospace Technology Co., Ltd. (中科宇航) and Pop Mart has resulted in the design of a co-branded toy, SPACE MOLLY, which has completed a round trip to space and is now available at the Beijing Pop Mart Park [1] - The toy was delivered on February 5, following the successful suborbital flight test of the Li Hong No. 1 rocket on January 12, where it was the first toy IP to complete a space round trip [1][3] - This cross-industry collaboration is expected to provide important technical references and marketing paradigms for the upcoming development of the Li Hong No. 2 rocket, aimed at public space tourism services [1][3] Group 2 - China Aerospace is the first mixed-ownership rocket enterprise in the country, focusing on the development, production, and launch of medium to large rockets, suborbital scientific experiments, and space tourism [3] - The company has completed its listing counseling work as of January 24, as reported by the China Securities Regulatory Commission [3] - The Li Hong No. 2 rocket is designed to be a fully reusable spacecraft for space tourism, capable of over 30 flights, and will support major strategic projects such as manned lunar landings and deep space exploration [7] Group 3 - The commercial space sector is expected to focus on space tourism as a key emerging business area, with initiatives planned during the 14th Five-Year Plan period to develop space tourism infrastructure and operations [8] - The National Space Administration's action plan for 2025-2027 emphasizes support for commercial space entities in areas such as space resource development, space manufacturing, and space tourism, aiming to innovate business models and develop new industries [8]

上证公告（基金）【2026】275号 为促进华安法国CAC40交易型开放式指数证券投资基金(QDII)（以下简称法国ETF，基金代 码:513080）的市场流动性和平稳运行，根据《上海证券交易所基金自律监管规则适用指引第2号——上 市基金做市业务》等相关规定，本所同意国泰海通证券股份有限公司自2026年02月06日起为法国ETF提 供主做市服务。 2026年02月05日 特此公告。 上海证券交易所 ...

上证公告（基金）【2026】277号 为促进摩根恒生科技交易型开放式指数证券投资基金(QDII)（以下简称HK科技，基金代 码:513890）的市场流动性和平稳运行，根据《上海证券交易所基金自律监管规则适用指引第2号——上 市基金做市业务》等相关规定，本所同意国泰海通证券股份有限公司自2026年02月06日起为HK科技提 供主做市服务。 上海证券交易所 特此公告。 2026年02月05日 ...

东财创业板ETF发起式联接A/C成立于2020年03月18日，截至2026年02月04日，其今年来收益率为 3.05%、3.03%，成立来收益率为98.20%、95.31%，累计净值为1.9820元、1.9531元。 中国经济网北京2月5日讯 今日，东财基金公告，东财中证500ETF发起式联接、东财上证50ETF发 起式联接、东财创业板ETF发起式联接、东财中证芯片ETF发起式联接、东财中证证券30ETF发起式联 接增聘赵肖萌。 赵肖萌曾任海通证券股份有限公司（现国泰海通证券股份有限公司）管理培训生、申万宏源证券有 限公司做市经理，现任东财基金管理有限公司基金经理兼基金经理助理。 东财中证500A/C成立于2021年01月20日，截至2026年02月04日，其今年来收益率为10.52%、 10.48%，成立来收益率为48.37%、45.40%，累计净值为1.4837元、1.4540元。 东财上证50A/C成立于2019年12月03日，截至2026年02月04日，其今年来收益率为1.38%、1.36%， 成立来收益率为41.95%、42.43%，累计净值为1.4195元、1.3978元。 | 基金名称 | 西藏 ...

中小学生午餐，是孩子"舌尖上"的事，也是家长"心尖上"的事。今年市政府工作报告提出，要实施中小 学校园餐质量提升工程。 记者注意到，两位市人大代表不约而同关注到了这一议题，她们作了深入调研，并已递交了相关建议。 供餐 集中配送存风险，建议分级招标 市人大代表、国泰海通证券股份有限公司技术研发部总经理助理詹婷婷在调研中梳理了上海家长对中小 学生在校午餐的意见，大多集中在营养结构不合理、冷冻油炸预制菜过多、口味差、卖相差上。"有家 长反映，孩子午餐少吃甚至一口不吃，这样不仅造成了严重的食物浪费，更直接影响了青少年的身体健 康和生长发育，也让家长陷入了焦虑。" 市人大代表、上海市室内环境净化行业协会秘书长王芳认为，目前上海中小学的集中供餐体系有待优 化。过于集中、数量过于庞大的餐食供给，需要企业有强大的中央厨房工业化生产午餐能力，同时对供 餐的产业链如产品采购、制作生产、运输等要求极高。 "任何一家公司承担如此庞大的学校供给，都有很高的风险，一旦主体因故停止供餐，市场上短期内再 找到同等承接能力的企业难度较大，也容易引发风险。"王芳表示。 詹婷婷代表建议，在全市学校食堂及配餐企业布设AI智能摄像头等，利用数字化手段 ...

Core Viewpoint - Zhang Yidong has joined Haitong International Securities Group as a member of the executive committee, head of the equity research department, and chief economist, marking a significant shift in his career after 24 years in the securities analysis industry [1][2]. Company Overview - Haitong International is an international financial institution based in Hong Kong, providing comprehensive financial services including wealth management, corporate financing, asset management, global markets, and investment services [3]. - The company has established a financial service network covering major capital markets globally, including Hong Kong, Singapore, New York, London, Tokyo, Mumbai, and Sydney [3]. Zhang Yidong's Background - Zhang Yidong has been recognized multiple times as the top analyst in various categories by New Fortune, including being the first platinum and diamond analyst in the total research field [2]. - His accolades include being ranked first in strategy research in 2011, 2013-2014, and 2022-2023, as well as in Hong Kong strategy research from 2017-2018 and overseas market research from 2019-2021 [2]. Market Outlook - For 2026, Zhang Yidong predicts that both A-shares and Hong Kong stocks will experience upward fluctuations, potentially reaching a high point not seen since September 2024 [3]. - He emphasizes that while positive factors will gradually materialize, challenges will persist, leading to a volatile market environment [3]. Investment Strategy - Zhang Yidong advises investors to maintain patience as capital market levels rise, focusing on alpha opportunities in both growth and value sectors [4]. - He suggests avoiding overexposure to popular consensus and instead recommends a strategic approach to identify structural opportunities [4]. Investment Focus Areas - The four main investment lines for 2026 include: 1. Growth direction, particularly in technology, as a key theme in the US-China industrial resonance [4]. 2. Dividend assets, with a focus on leading sectors such as insurance, public utilities, and quality banking stocks [4]. 3. Value discovery in traditional industry leaders, driven by supply chain restructuring and overseas expansion opportunities [4]. 4. Strategic asset allocation in commodities like gold, rare earths, and copper, with expectations for gold to stabilize in the first half of 2026 [5].