港股频道更多独家策划、专家专栏，免费查阅>> 2月3日，华泰证券A股一度跌超7%至21.05元，H股一度跌近10%至16.66港元。消息面上，华泰证券宣布，拟发2027年到期 100亿港元零息可转换债券，净额约99.25亿港元，将用于支持境外业务发展及补充其他运营资金。债券的初始转换价为每股 H股19.7港元，较昨日收市价18.45港元溢价约6.78%。若悉数转换债券，债券将可转换为约5.08亿股H股，相当于扩大后已发 行H股数目的约22.8%及已发行股份总数的约5.32%。 责任编辑：栎树 ...

铜方面，该行预期2025至2028年铜价有望冲击每吨15000美元以上。展望今年，预计全球电解铜供给仍 有限，按年增速2.4%。中长期来看，全球技术进步叠加海外制造业复苏，多周期共振下电解铜需求或 保持高增；而供给约束性较强。 MACD金叉信号形成，这些股涨势不错！ 华泰证券发表研报，维持洛阳钼业"买入"评级，A股目标价从24.19元升至35.83元，H股目标价从21.27 港元升至33.95港元。该行看好洛阳钼业的价值提升，理由是看好铜、金价上行周期；公司是铜矿行业 国内龙头、成长性较好；新增重点布局品种-黄金，或迎来铜估值向铜+金估值的转变。 该行指出，2022年之后，全球金融和贸易体系日趋割裂；外汇储备多元化需求成为黄金价格上行的长期 基石。如果黄金在央行中的储备占比回到34%的历史中位数水平，全球央行增持黄金可能持续到2035 年。今年美国实际利率或是下行趋势，叠加美元震荡走弱，利于金价进一步上行。 ...

（文章来源：每日经济新闻） 每经AI快讯，2月3日，华泰证券（601688/06886）早盘走低，截至发稿A股跌6%，H股跌8%。 ...

若悉数转换债券，债券将可转换为约5.08亿股H股，相当于扩大后已发行H股数目的约22.8%及已发行股份总数的约5.32%。 MACD金叉信号形成，这些股涨势不错！ 格隆汇2月3日｜华泰证券A股一度跌超7%至21.05元，H股一度跌近10%至16.66港元。消息面上，华泰证券宣布，拟发2027年到期100亿港元零息可转换债 券，净额约99.25亿港元，将用于支持境外业务发展及补充其他运营资金。债券的初始转换价为每股H股19.7港元，较昨日收市价18.45港元溢价约6.78%。 ...

Core Viewpoint - Huatai Securities has announced a significant move to issue zero-coupon convertible bonds, which has led to a decline in its stock prices in both A-shares and H-shares markets [1] Group 1: Bond Issuance Details - The company plans to issue zero-coupon convertible bonds with a total principal amount of HKD 10 billion, set to mature in 2027 [1] - The initial conversion price for the bonds is set at HKD 19.7 per H-share, which is expected to convert into approximately 508 million H-shares [1] - This conversion represents about 29.53% of the existing issued H-shares and approximately 5.62% of the total issued shares [1] Group 2: Purpose of Fundraising - The proceeds from the bond issuance are intended to support the company's overseas business development and to supplement other operational funds [1]

February 2, 2026 12:08 PM GMT China Financials | Asia Pacific Tracking industrial risks: modestly slower near term growth, but notably lower future risks Key Takeaways More sectors' capex growth slowed in Dec 2025 amid steady progress of capacity control. 82.5% of sectors (by total liability) saw capex growth moderation in Dec 2025 vs. 1H24, up from 78.7% last month. Agricultural product processing and furniture sectors posted notable FAI growth slowdowns after months of stabilizing. Overall Industrial prof ...

2月3日，港股集体高开，其中恒生指数涨0.82%报26995.76点，恒生科技指数涨0.68%报5563.79点，国 企指数涨0.59%报9133.88点，红筹指数涨0.33%报4259.27点。 招商局置地(00978.HK)：2025年合同销售总额约为323.08亿元，同比减少23.91%。 蓝河控股(00498.HK)：与能储投公司订立合作框架协议。 中兴通讯(00763.HK)：拟出资1.17亿元认购建兴湛卢基金份额，可投资扶持更大范围的创新业务及上下 游产业链企业。 云工场(02512.HK)：附属中标人工智能产业基地二期项目，合约价值为人民币5.2亿元。 小鹏汽车-W(09868.HK)：1月共交付新车20011辆。 拉近网娱(08172.HK)：附属拉近众博获蚂蚁云通授权为"蚂蚁百宝箱官方合作服务商"。 骏东控股(08277.HK)：附属河北林木与金达林业订立木材采伐及销售协议。 环球医疗(02666.HK)：附属拟发行本金总额不超过10亿元公司债。 君圣泰医药（核心股）-B(02511.HK)：任命Filip Surmont博士为首席医学官，强化心肾代谢系统疾病 (CKM)布局。 盘面上，大型 ...

Group 1: Macro Policy Insights - The report emphasizes that recent policies are focused on stimulating domestic demand to achieve a strong start in 2026, highlighting six key areas of focus [4] - It notes that the early issuance of "two new" policies, a comprehensive fiscal and financial package, and continued support for the real estate sector indicate proactive policy measures aimed at economic growth [4] - Key short-term focuses include monitoring local GDP and CPI targets, the pace of fiscal stimulus, and the performance of real estate, exports, and infrastructure in the first quarter [4] Group 2: Industry Performance - The report identifies the top-performing industries in January, with oil and petrochemicals leading at 11.3%, followed by media at 10.8%, and non-ferrous metals at 10.4% [2] - Conversely, the worst-performing sectors include banking at -6.2%, non-bank financials at -5.0%, and agriculture at -3.7% [2] Group 3: Investment Recommendations - The report recommends several stocks for February, including China Aluminum, which is noted for its strong position in the electrolytic aluminum market, and Gree, which is expected to benefit from global household storage growth [6] - Other recommended stocks include Tonghuashun, Haiguang Information, and China Duty Free, each with specific growth drivers outlined [6] Group 4: Sector-Specific Insights - In the environmental sector, the report highlights new policies that promote industrial waste recycling and carbon emission evaluations, benefiting companies like Huicheng Environmental [14] - The agricultural sector is advised to monitor the impact of rising crude oil prices on production costs and demand, particularly for vegetable oils and rubber [16] - In the telecommunications sector, companies like Zhongji Xuchuang and Xinyi Sheng are projected to see significant profit growth due to increased demand for high-speed products and ongoing investments in infrastructure [19][22]

NO.3单日净值跌幅达31.5%，国投瑞银白银LOF溢价率飙升至109% NO.2 中山证券另类投资子公司减资1.5亿元 2月2日，锦龙股份密集发布多份公告，披露了副董事长辞职、增补董事、对孙公司减资等多项重要事 项。公告显示，锦龙股份同意控股子公司中山证券对其下属全资子公司深圳锦弘劭晖投资有限公司减 资，注册资本由2亿元减至5000万元。公开资料显示，此次被减资的锦弘劭晖成立于2019年6月21日，是 中山证券全资控股的另类投资子公司，核心业务涵盖股权投资、科创板项目跟投等。 点评：锦龙股份旗下中山证券大幅削减另类投资子公司注册资本，显示公司正主动收缩高风险投资业 务，优化资源配置并聚焦主业。此举有助于降低投资风险敞口，改善财务状况。对于券商板块而言，这 一调整反映了行业当前去杠杆、控风险的监管趋势，预计将促使更多机构审视其风险资产配置，推动券 商板块回归业务本源。 ｜2026年2月3日星期二｜ NO.1华泰证券：拟发行100亿港元H股可转换债券 华泰证券2月3日公告，公司根据一般性授权与经办人签订了H股可转换债券认购协议，公司拟发行于 2027年到期的本金总金额100亿港元的可转换为公司H股股份的债券，初 ...

格隆汇2月3日丨华泰证券(601688.SH)公布，2026年2月3日(H股交易时段前)，公司根据一般性授权与经 办人签订了H股可转换债券认购协议，公司拟发行本金总金额100亿港元的可转换为公司H股股份的债 券。初始转换价为每股H股19.70港元(可予调整)，较最后交易日于香港联交所所报收市价每股H股18.45 港元溢价约6.78%。 此次债券发行完成后，其募集资金净额估计约为 99.25亿港币。公司计划将次次发行的募集资金净额用 于支持公司境外业务发展，以及补充其他营运资金。 ...