(免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 来源：新浪证券-红岸工作室 9月30日，中金公司跌0.57%，成交额9.46亿元，换手率0.88%，总市值1780.78亿元。 异动分析 期货概念+国企改革+2025一季报预增+中字头股票 资金分析 1、2023年年度报告：公司控股子公司中金期货有限公司，注册资本人民币3亿5千万，为公司的全资子 公司；主业务为商品期货经纪、金融期货经纪、期货投资咨询、资产管理。 2、公司属于国有企业。公司的最终控制人为中央汇金投资有限责任公司。 3、公司预计2025-01-01到2025-03-31业绩：归属于母公司股东的净利润185800.00万元至210600.00万元, 增长幅度为50%至70%;上年同期业绩：归属于母公司股东的净利润123900.00万元,基本每股收益0.223元; 4、公司为中字头股票，公司实控人为国资委或中央国有企业或中央国家机关。 技术面：筹码平均交易成本为35.87元 该股筹码平均交易成本为35.87元，近期该股获筹码青睐，且集中度渐增；目前股价靠近支撑位36.60， 注意支撑位处反弹，若跌破支撑位则可能会开启一 ...

Core Points - Guotai Junan Futures Co., Ltd. has increased its registered capital from 5.5 billion RMB to 6 billion RMB, representing an approximate 9% increase [1] - The company was established in April 2000 and is wholly owned by Guotai Haitong Securities Co., Ltd. [1][2] - The business scope of Guotai Junan Futures includes commodity futures brokerage, financial futures brokerage, futures investment consulting, and asset management [1][2] Company Information - The legal representative of Guotai Junan Futures is Zhang Yeyue [1] - The company is registered in Shanghai and operates under the supervision of the Shanghai Municipal Market Supervision Administration [2] - The company has a registered capital of 6 billion RMB and is classified as a limited liability company [2][3] Shareholder Information - Guotai Haitong Securities Co., Ltd. is the sole shareholder, holding 100% of the shares [3] - The registered capital was last updated on October 8, 2024, reflecting the recent capital increase [3]

【导读】高盛中国期货子公司获批 证监会官网最新披露显示，乾坤期货获批变更股权和实际控制人，公司实际控制人变更为高盛集团。 获批前，乾坤期货由北京高华证券（以下简称北京高华）持股95.1%，高盛（中国）证券（以下简称高盛中国）持股4.9%。变更后由高盛中国全资持有， 出资额为3.17亿元。 高盛中国对乾坤期货的股权收购历时逾4年。 2021年4月，高盛中国的前身高盛高华证券（以下简称高盛高华）与北京高华签订股权转让协议，由高盛高华受让北京高华持有的乾坤期货100%股权。 2021年5月，乾坤期货向证监会提交股权变更的申请。2022年11月1日，高盛高华认购乾坤期货新增注册资本1035.65万元，成为持有乾坤期货4.9%股权的 股东，北京高华对乾坤期货的持股比例变更为95.1%。 本次获批后，乾坤期货由高盛中国全资控股。乾坤期货经营范围为金融期货经纪、商品期货经纪。 乾坤期货获批成为高盛中国全资子公司后，高盛集团在华布局主体包括高盛（中国）证券、乾坤期货和北京盛泽投资。 乾坤期货获批变更股权，由高盛中国全资控股，境内已有4家外商独资期货公司。 乾坤期货获批变更股权 由高盛中国全资控股 已有4家外资独资期货子公司 ...

【导读】高盛中国期货子公司获批 乾坤期货获批变更股权，由高盛中国全资控股，境内已有4家外商独资期货公司。 乾坤期货获批变更股权 由高盛中国全资控股 证监会官网最新披露显示，乾坤期货获批变更股权和实际控制人，公司实际控制人变更为高盛集团。 已有4家外资独资期货子公司 自2020年1月起，期货公司外资股比限制被取消。 获批前，乾坤期货由北京高华证券（以下简称北京高华）持股95.1%，高盛（中国）证券（以下简称高盛中国）持股4.9%。变更后由高盛中国全资持有， 出资额为3.17亿元。 高盛中国对乾坤期货的股权收购历时逾4年。 2021年4月，高盛中国的前身高盛高华证券（以下简称高盛高华）与北京高华签订股权转让协议，由高盛高华受让北京高华持有的乾坤期货100%股权。 2021年5月，乾坤期货向证监会提交股权变更的申请。2022年11月1日，高盛高华认购乾坤期货新增注册资本1035.65万元，成为持有乾坤期货4.9%股权的 股东，北京高华对乾坤期货的持股比例变更为95.1%。 本次获批后，乾坤期货由高盛中国全资控股。乾坤期货经营范围为金融期货经纪、商品期货经纪。 乾坤期货获批成为高盛中国全资子公司后，高盛集团在华布局主 ...

【 导读 】 高盛中国期货子公司获批 中国基金报记者 储是 乾坤期货获批 变更股权， 由高盛中国全资控股，境内已有4家外商独资期货公司。 乾坤期货获批 变更股权 由高盛中国全资控股 2021年5月，乾坤期货向证监会提交股权变更的申请。2022年11月1日，高盛高华认购乾坤期货新增注册资本1035.65万元，成为持有乾 坤期货4.9%股权的股东，北京高华对乾坤期货的持股比例变更为95.1%。 本次获批后， 乾坤期货 由高盛中国全资控股。 乾坤期货经营范围 为 金融期货经纪、商品期货经纪 。 乾坤期货获批成为高盛中国全资子公司 后 ，高盛 集团在华布局主体包括 高盛（中国）证券、乾坤期货 和 北京盛泽投资。 | 控制企业 3 0 | AIR | | | | --- | --- | --- | --- | | 序号 | | 控制企业 | 状态 | | 1 | EFE | 高盛（中国）证券有限责任公司 居 | 存续 | | 2 | | e== | 存续 | | 3 | 震回 | 北京盛泽投资管理有限责任公司 富 | 存续 | | × | | | | 已有4家外资独资期货子公司 自 2020年1月 起 ，期货公司外资股 ...

Group 1 - Nanhua Futures has received approval from the China Securities Regulatory Commission (CSRC) for its plan to issue H-shares and list on the Hong Kong Stock Exchange, marking significant progress in its listing process [2][3] - The company plans to issue up to 123,807,500 shares for its overseas listing, indicating that it has met domestic regulatory requirements and is moving to the next stage of the overseas approval process [3] - Nanhua Futures aims to deepen its global strategic layout through this listing, which is a continuation of its growth strategy since its initial public offering on the Shanghai Stock Exchange in August 2019 [3][4] Group 2 - If successful, Nanhua Futures will become the second A+H listed futures company in China, joining Hongye Futures, which is currently the only one [4] - According to Frost & Sullivan data, Nanhua Futures ranks 8th among all futures companies in China by total revenue in 2023 and ranks 1st among non-financial institution-related futures companies [4] - As of June 30, 2025, Nanhua Futures reported total operating revenue of 1.101 billion yuan, a year-on-year decrease of 58.27%, while its net profit attributable to shareholders increased by 1.0699 million yuan, marking a 0.46% year-on-year increase [5]

Core Viewpoint - Nanhua Futures has made significant progress in its plan to issue H-shares and list on the Hong Kong Stock Exchange, having received the necessary filing from the China Securities Regulatory Commission (CSRC) [1][2]. Group 1: Listing Progress - The company plans to issue up to 123,807,500 H-shares for listing on the Hong Kong Stock Exchange [2]. - The receipt of the CSRC's filing indicates that Nanhua Futures has met domestic regulatory requirements and is moving to the next stage of overseas approval [2]. - The company still needs to obtain approvals from the Hong Kong Securities and Futures Commission and the Hong Kong Stock Exchange, indicating that uncertainties remain [2][3]. Group 2: Company Background - Nanhua Futures was established in 1996 and successfully listed on the Shanghai Stock Exchange in August 2019 [4]. - The company primarily engages in commodity futures brokerage, financial futures brokerage, futures investment consulting, asset management, and securities investment fund distribution, serving as a global financial derivatives service platform [4]. - If successful, Nanhua Futures will become the second "A+H" listed futures company in China, following Hongye Futures [4]. Group 3: Financial Performance - According to the latest financial report, Nanhua Futures achieved total operating revenue of 1.101 billion yuan, a year-on-year decrease of 58.27% [4]. - The company reported a net profit attributable to shareholders of 231 million yuan, an increase of 1.0699 million yuan compared to the same period last year, marking three consecutive years of growth with a year-on-year increase of 0.46% [4].

Group 1 - The core viewpoint of the news is that 弘业期货's stock has experienced fluctuations, with a year-to-date increase of 16.93% but recent declines over various time frames, indicating volatility in its market performance [2][3] - As of September 19, 弘业期货's stock price was reported at 11.26 yuan per share, with a market capitalization of 11.348 billion yuan and a trading volume of 57.01 million yuan [1] - The company has seen a net outflow of 6.1433 million yuan in principal funds, with significant selling pressure as indicated by a 21.23% sell-off compared to a 10.45% buying ratio [1] Group 2 - 弘业期货 has been listed on the龙虎榜 eight times this year, with the most recent net buy of 24.6763 million yuan on July 14, indicating active trading interest [2] - The company's main business segments include commodity futures brokerage (89.16% of revenue) and asset management (10.84% of revenue), highlighting its focus on risk management and trading services [2] - As of June 30, 2025, 弘业期货 reported a net profit of -3.6056 million yuan, a significant year-on-year decrease of 128.17% [3] Group 3 - The company has distributed a total of 44.3422 million yuan in dividends since its A-share listing, reflecting its commitment to returning value to shareholders [4] - The number of shareholders increased by 43.72% to 62,600 as of June 30, 2025, indicating growing investor interest [3] - Major shareholders include Hong Kong Central Clearing Limited and Southern CSI 1000 ETF, with notable increases in their holdings, suggesting confidence in the company's future [4]

Group 1 - The core viewpoint of the news highlights the recent performance and financial metrics of Hongye Futures, including stock price fluctuations and trading volumes [1][2] - As of September 18, Hongye Futures' stock price decreased by 2.22% to 11.87 CNY per share, with a total market capitalization of 11.962 billion CNY [1] - The company has experienced a year-to-date stock price increase of 23.26%, but has seen a decline of 7.55% over the past 20 days and 10.08% over the past 60 days [1] Group 2 - Hongye Futures, established on July 31, 1995, primarily engages in commodity futures brokerage, financial futures brokerage, investment consulting, asset management, fund sales, and financial asset investment [2] - The company's revenue composition indicates that 89.16% comes from commodity trading and risk management, while 10.84% is from futures brokerage and asset management [2] - As of June 30, 2025, Hongye Futures reported a net profit of -3.6056 million CNY, a year-on-year decrease of 128.17% [2] Group 3 - Since its A-share listing, Hongye Futures has distributed a total of 44.3422 million CNY in dividends [3] - As of June 30, 2025, the number of shareholders increased by 43.72% to 62,600, with the average circulating shares per person remaining at 0 [2][3] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 6.0653 million shares, an increase of 3.938 million shares compared to the previous period [3]

9月17日，永安期货盘中上涨2.05%，截至13:06，报15.40元/股，成交7687.68万元，换手率0.35%，总市 值224.16亿元。 资金流向方面，主力资金净流入602.81万元，特大单买入338.62万元，占比4.40%，卖出144.29万元，占 比1.88%；大单买入1437.68万元，占比18.70%，卖出1029.20万元，占比13.39%。 永安期货今年以来股价涨17.38%，近5个交易日涨3.01%，近20日跌3.45%，近60日涨5.41%。 截至6月30日，永安期货股东户数3.69万，较上期增加8.88%；人均流通股39406股，较上期减少8.16%。 2025年1月-6月，永安期货实现营业收入0.00元；归母净利润1.70亿元，同比减少44.69%。 分红方面，永安期货A股上市后累计派现10.06亿元。近三年，累计派现5.98亿元。 机构持仓方面，截止2025年6月30日，永安期货十大流通股东中，香港中央结算有限公司位居第七大流 通股东，持股1113.59万股，相比上期减少48.20万股。南方中证500ETF（510500）位居第八大流通股 东，持股436.62万股，相比上期增加 ...