智通财经APP获悉，财通证券发布研报称，美国当地时间2026年2月2日，美国总统特朗普表示美印双方 达成一项贸易协议，印度总理莫迪同意印度停止购买俄罗斯石油并从美国购买更多石油。2026年1月印 度自俄罗斯原油海运进口量为370万吨，约合日均90万桶，占比2025年全球日均原油海运量约2.3%。后 续伴随政策落地，印度将停止购买俄油，国内需求转向合规原油，有望进一步支撑合规市场运价。中期 来看，伴随上游扩产&地缘事件&制裁收紧利好供需，运价中枢有望保持上涨。 财通证券主要观点如下： 事件：美国当地时间2026年2月2日，美国总统特朗普表示美印双方达成一项贸易协议，印度总理莫迪同 意印度停止购买俄罗斯石油并从美国购买更多石油，并表示还将可能从委内瑞拉购买石油，同时承诺将 大幅增加对美国产品的采购，包括价值超过5000亿美元的美国能源、技术、农产品、煤炭以及其他许多 产品。美国方面将对印度商品加征25%的对等关税降至18%，立即生效，同时将取消此前因进口俄油对 印度加征的25%惩罚性关税。 自美国对印加征惩罚性关税，印度已逐步减少俄油海运进口 2025年8月6日，美国总统特朗普签署行政令，以印度"通过直接或间接方 ...

Group 1 - The core point of the news is the announcement of the resignation of Gong Zhifang as the fund manager of the Caitong Asset Management Fengqian 39-Month Open-Ended Bond Fund [1] - The fund has been managed by Jin Yu, who joined Caitong Securities Asset Management in February 2023 and previously worked at Luoyang Bank and Zhongyuan Bank [1] - The fund was established on August 24, 2020, and as of January 30, 2026, it has a year-to-date return of 0.20% and 0.18%, with cumulative returns since inception of 18.76% and 17.04% [1] Group 2 - The fund's main code is 009552, and it is managed by Caitong Securities Asset Management Co., Ltd. [2] - The announcement is made in accordance with the "Measures for the Disclosure of Information on Publicly Raised Securities Investment Funds" [2] - The change in fund management is classified as the dismissal of the fund manager [2]

马航曾在国金证券股份有限公司工作。2020年3月起加入财通证券资产管理有限公司，曾任固收研究部 助理研究员、固收公募投资部基金经理助理，2022年10月31日任基金经理。 中国经济网北京2月4日讯今日，财通证券（601108）资产管理有限公司公告，马航离任财通资管鸿睿12 个月定开债券。 财通资管鸿睿12个月定开债A/C成立于2018年08月10日，截至2026年01月30日，其今年来收益率为 0.22%、0.18%，成立来收益率为42.77%、38.54%，累计净值为1.3983元、1.3591元。 ...

Group 1 - A-shares brokerage stocks have shown strong performance, with Huayin Securities rising over 7% and Dongwu Securities increasing over 3% [1] - Other notable gainers include Huaxin Securities, Guotai Haitong, and Southwest Securities, each rising over 2% [1] Group 2 - Huayin Securities has a market capitalization of 51.7 billion and a year-to-date increase of 24.85% [2] - Dongwu Securities has a market capitalization of 47.3 billion and a year-to-date increase of 4.97% [2] - Huaxin Securities has a market capitalization of 18.1 billion and a year-to-date increase of 12.01% [2] - Guotai Haitong has a market capitalization of 352.4 billion but a year-to-date decrease of 2.73% [2] - Southwest Securities has a market capitalization of 30.4 billion and a year-to-date increase of 2.23% [2]

智通财经APP获悉，财通证券发布研报称，在当前外贸原油运输行业高景气背景下，油运公司迎来一轮 业绩释放机遇。且中期来看，伴随上游扩产&地缘事件&制裁收紧利好供需，运价中枢有望保持上涨， 从而给予油运企业更大的业绩弹性空间。建议关注：招商轮船(601872.SH)、中远海能(01138)。 财通证券主要观点如下： 事件 新协议下印度停止俄油进口，或将加速提振合规油运需求 2026年1月印度自俄罗斯原油海运进口量为370万吨，约合日均90万桶，占比2025年全球日均原油海运量 约2.3%。后续伴随政策落地，印度将停止购买俄油，国内需求转向合规原油，有望进一步支撑合规市 场运价。此外印度潜在的美洲原油进口需求，将一定程度抵消委内瑞拉军事行动后，石油转向近距离出 口美国所引发的运距缩减影响。 风险提示：原油需求大幅下降，OPEC+增产不及预期或转向减产，制裁落地不及预期，战争风险等。 自美国对印加征惩罚性关税，印度已逐步减少俄油海运进口 2025年8月6日，美国总统特朗普签署行政令，以印度"通过直接或间接方式进口俄罗斯石油"为由，对印 度输美产品征收额外的25%关税。此后印度开始寻求俄油替代，据彭博数据，印度自俄罗斯 ...

Group 1 - The company Xiasha Precision (001306.SZ) forecasts a net loss attributable to shareholders for the year 2025 between 12 million to 18 million RMB, with a net loss excluding non-recurring gains and losses expected to be between 15 million to 21 million RMB [1] - The company's net profits for the years 2022 to 2024 were reported as 87.96 million RMB, 71.74 million RMB, and 62.08 million RMB respectively [1] - Xiasha Precision plans to raise up to 800 million RMB through a private placement of A-shares, with the net proceeds intended for various projects including the industrialization of core components for intelligent transmission systems and debt repayment [1] Group 2 - The total amount raised from the initial public offering (IPO) was 831.27 million RMB, with a net amount of 749.96 million RMB after deducting issuance costs, which was 43,500 RMB less than originally planned [2] - The IPO proceeds are allocated for projects including the annual production of 300,000 sets of electric vehicle drive reduction mechanisms and the technical transformation of 400,000 sets of electric vehicle integrated transmission systems [2] - The total issuance costs for the IPO amounted to 81.31 million RMB, with underwriting and sponsorship fees accounting for 53.88 million RMB [2]

2月3日，财通证券跌0.11%，截至发稿，报8.88元/股，成交5.84亿元，换手率1.42%，总市值412.37亿 元。财通证券股价已经连续3天下跌，区间累计跌幅6.13%。 资料显示，财通证券股份有限公司位于浙江省杭州市西湖区天目山路198号财通双冠大厦西楼，成立日 期2003年6月11日，上市日期2017年10月24日，公司主营业务涉及财富管理业务、投资银行业务、证券 资产管理业务、证券投资业务、证券信用业务、期货业务、境外证券业务、基金业务、私募股权投资基 金业务、另类投资业务。主营业务收入构成为：财富管理业务34.68%，资产管理业务22.63%，总部后 台及其他15.38%，证券信用业务10.48%，证券自营业务8.16%，投资银行业务7.17%，境外证券业务 1.49%。 从财通证券十大流通股东角度 国泰中证全指证券公司ETF（512880）基金经理为艾小军。 截至发稿，艾小军累计任职时间12年25天，现任基金资产总规模1885.01亿元，任职期间最佳基金回报 348.34%， 任职期间最差基金回报-46.54%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点 ...

从基金十大重仓股角度 数据显示，财通证券资管旗下1只基金重仓科森科技。财通资管先进制造混合发起式A（021985）四季 度持有股数607.6万股，占基金净值比例为4%，位居第九大重仓股。根据测算，今日浮盈赚取约662.28 万元。 2月3日，科森科技涨5.2%，截至发稿，报22.04元/股，成交5.18亿元，换手率4.41%，总市值122.30亿 元。 资料显示，昆山科森科技股份有限公司位于江苏省昆山开发区新星南路155号，成立日期2010年12月1 日，上市日期2017年2月9日，公司主营业务涉及精密压铸、锻压、冲压、CNC、激光切割、激光焊 接、MIM、精密注塑等制造工艺、技术为基础,以精密模具设计、生产为支撑,为苹果、亚马逊、谷歌、 美敦力等国际、国内知名客户提供消费电子、医疗器械、汽车(含新能源汽车)、液晶面板、电子烟等终 端产品所需精密金属、塑胶结构件产品的研发、制造以及部分工艺服务。主营业务收入构成为：消费电 子产品结构件76.75%，新能源-储能业务10.58%，医疗手术器械结构件8.10%，其他精密金属结构件 3.33%，其他(补充)1.23%。 财通资管先进制造混合发起式A（021985）成 ...

Group 1 - The core viewpoint of the report indicates that the domestic model iteration is accelerating, leading to a significant increase in inference-side demand, which will benefit the domestic computing power industry chain [1] - Major domestic models are entering a dense release period, with significant models such as DeepSeek's open-source OCR2, Kimi's K2.5, Alibaba's Qwen3-MaxThinking, and Baidu's Wenxin 5.0 being launched [1] - ByteDance plans to introduce three new AI models in February, including Doubao 2.0, Seedream 5.0, and SeedDance 2.0, while Alibaba is also set to release its next-generation flagship AI model Qwen 3.5 during the Spring Festival [1] Group 2 - Domestic cloud vendors are maintaining high levels of capital expenditure, with ByteDance planning a capital expenditure of 160 billion yuan for 2026, up from approximately 150 billion yuan in 2025 [2] - Alibaba announced a three-year plan for AI infrastructure construction with a budget of 380 billion yuan during the 2025 Cloud Habitat Conference, indicating sustained investment in cloud computing [2] Group 3 - The rapid iteration of domestic models is expected to capture user AI interaction entry points, leading to a corresponding increase in inference-side computing power demand [3] - 2026 is projected to be a pivotal year for the deployment of domestic supernodes, with numerous domestic manufacturers releasing next-generation supernode solutions, including Huawei's Atlas 950/960 and others [3] - The industry is poised for a significant growth phase as both supply and demand sides are actively engaged in the market [3]

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！ 财通证券发布研报称，化学原料药PPI长期承压，行业经历低谷。随着上游成本上涨、政策驱动出清， 以及GLP-1口服小分子、小核酸等新药产业化趋势成熟，头部原料药企业凭借卡位MNC供应链的核心优 势，有望从周期股转向创新产业链，开启第二增长曲线。 财通证券主要观点如下： 化学原料药PPI指数长期承压 过去几年，原料药行业经历了艰难时期。各类产品价格下跌，其中沙坦类、肝素类、动保类等价格已跌 至历史低位，部分龙头企业甚至处于亏损阶段。同时，集采对化药制剂的降价效应逐渐传递到上游原 料，而致原料药利润率不断下降。化学原料药PPI指数长期承压。 原料药企业有望开启第二增长曲线 投资建议：关注头部中间体、原料药及CDMO企业，建议关注诚达药业、联化科技、药明康德、凯莱 英、九州药业、奥锐特、天宇药业、康龙化成、博腾股份等。 风险提示：商业化不及预期的风险；贸易摩擦的风险；产能提升不及预期的风险。 原材料价格及汇率上涨，反内卷政策有望驱动原料药行业加速出清，同时，新兴产业趋势走向成熟，原 料药企业有望开启第二增长曲线。由于石油化工相关上游原料价格有上 ...