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舜宇光学科技:拟分拆车载相关光学业务在港交所主板独立上市
Di Yi Cai Jing· 2026-01-05 09:53
舜宇光学科技在港交所公告,为促进车载相关光学业务快速发展,公司正考虑分拆其分拆业务(将透过 分拆公司营运)并在联交所主板独立上市。若进行建议分拆,根据上市规则第15项应用指引,将构成一 项分拆,且根据上市规则第14章,可能构成本公司一项须予公布交易。建议分拆后,分拆公司仍为本公 司的一间附属公司,公司将继续于账目内合并分拆公司的财务业绩。 ...
A股今日共75只个股发生大宗交易,总成交25.62亿元
Di Yi Cai Jing· 2026-01-05 09:43
Group 1 - A total of 75 stocks in the A-share market experienced block trading today, with a total transaction value of 2.562 billion yuan [1] - The top three stocks by transaction value were WuXi AppTec at 929 million yuan, Changchuan Technology at 169 million yuan, and CIMC Vehicles at 152 million yuan [1] - Among the stocks, 9 were traded at par, 3 at a premium, and 63 at a discount; the highest premium rates were for Zhangqu Technology at 12.6%, Nanmo Biology at 8.17%, and Guolian Minsheng at 2.74% [1] Group 2 - The ranking of institutional buy amounts was led by WuXi AppTec at 611 million yuan, followed by Changchuan Technology at 142 million yuan and CIMC Vehicles at 112 million yuan [2] - Other notable institutional purchases included Salt Lake Co. at 76.725 million yuan and Perfect World at 75.15 million yuan [2] - The ranking of institutional sell amounts was topped by Zhongyou Technology at 37.584 million yuan, followed by Chuanheng Co. at 6.75 million yuan and Huadong Co. at 5.3075 million yuan [3]
哥伦比亚和墨西哥又被点名!特朗普的“唐罗主义”能走多远?
Di Yi Cai Jing· 2026-01-05 09:34
据新华社报道,佩特罗4日在社交媒体上发文,要求特朗普停止对他的诽谤,并强调拉丁美洲人民拥护 共和、独立,拒绝拉美地区被美国单方面划为"势力范围"。 佩特罗说,特朗普的所谓涉毒指控是"信口开河",过去50年里的缉毒档案从未出现过他的名字,"特朗 普先生,请停止诽谤"。佩特罗斥责特朗普对哥伦比亚历史的无知,还指出正是由于美国封锁了委内瑞 拉的石油,才导致委内瑞拉出现经济困境和移民危机。 佩特罗是哥伦比亚历史上首位左翼总统,年轻时曾经是游击队员的他,一直以来对美国政策多有批评, 是当代反"门罗主义"的代表性人物。美国国务院在2025年9月26日宣布吊销佩特罗的签证,给出的理由 是佩特罗在纽约演讲时"敦促美国士兵不服从命令并煽动暴力"。 特朗普称西半球是美国的势力范围。 刚刚结束对委内瑞拉的军事行动,美国总统特朗普又开始把矛头指向了哥伦比亚。 据新华社报道,特朗普1月4日威胁哥伦比亚总统佩特罗,并称对哥伦比亚发动行动"听起来不错"。同 日,特朗普还对委内瑞拉代理总统发出威胁,并宣称委内瑞拉可能不会是美国干预的最后一个国家。 随着美国相对实力的衰减,特朗普政府不断实施战略收缩,更加重视美国在美洲的主导地位。在1月3日 ...
申万宏源杨海晏:2026年产业机会将继续围绕国内外AI发展
Di Yi Cai Jing· 2026-01-05 09:18
科创综指成新质生产力定价新锚,指数中电子、医药、计算机机械设备等前四大行业是硬科技的核心载 体,那么,2026年四大行业的增长驱动因素有何差异?申万宏源首席电子分析师杨海晏表示,2026年投 资核心趋势聚焦AI行业从资本开支与模型训练驱动,转向商业化变现能力的关键转变,这一转变关乎 AI行业长远发展及商业模式闭环形成,将带动软件、硬件、电子科技、通信、计算机等多领域受益。 ...
2026年退市第一股,上市4年造假7年,北交所广道数字今起退市
Di Yi Cai Jing· 2026-01-05 09:04
Group 1 - The core point of the article is the forced delisting of Guandao Digital due to severe financial fraud, marking it as the first major violation delisting case on the Beijing Stock Exchange [1][4] - Guandao Digital inflated its revenue by 1.465 billion yuan over seven years, with a peak inflation rate exceeding 99% [4][3] - The company engaged in fraudulent activities including intercepting audit confirmation letters and using fake seals to mislead auditors [2][3] Group 2 - The company was established in 2003 and listed on the New Third Board in 2016, later becoming one of the first companies listed on the Beijing Stock Exchange in 2021 [2] - The financial misconduct involved creating false sales and purchase contracts, invoices, and bank receipts, leading to significant misrepresentation in financial reports [3][4] - The regulatory response included a fine of 10 million yuan for Guandao Digital and penalties totaling 30.5 million yuan for 12 executives, with lifetime bans for key individuals [4][3] Group 3 - Despite the delisting, Guandao Digital's stock experienced a dramatic increase of 466% in price prior to the delisting, attracting many investors [6] - The underwriter, Wukuang Securities, established a compensation fund of 210 million yuan to address investor losses due to the company's fraudulent disclosures [6][5] - The regulatory environment has been tightening, with 32 companies delisted in 2025 for various reasons, including financial misconduct [8][7]
专访拉美问题专家江时学:“唐罗主义”对国际秩序造成巨大冲击和破坏
Di Yi Cai Jing· 2026-01-05 09:01
Core Viewpoint - The recent military intervention by the United States in Venezuela marks a significant shift in international order, reflecting a move towards "jungle law" and undermining established international norms [2][6]. Group 1: U.S. Military Action - The U.S. military action against Venezuela is seen as the first step in implementing the new National Security Strategy, emphasizing U.S. dominance in the Western Hemisphere [2][3]. - Venezuela's selection as the target is attributed to its strong anti-American sentiment and its vast oil reserves, making it a strategic priority for the U.S. [3][4]. Group 2: Implications for Latin America - The intervention is expected to create a "chilling effect" on leftist governments in Latin America, as it serves as a warning to other nations [4]. - The U.S. openly acknowledges that its actions in Venezuela are intended as a show of force against leftist regimes across the region [4][6]. Group 3: International Law and Order - The military intervention raises concerns about the erosion of international law and the potential normalization of such actions, which could lead to a complete breakdown of the current international order [6]. - The situation highlights the need for a renewed commitment to building a community with a shared future for humanity, as existing frameworks fail to ensure basic sovereignty and security [6].
隆基绿能:预计二季度开始量产贱金属化产品
Di Yi Cai Jing· 2026-01-05 08:43
Core Viewpoint - Longi Green Energy has indicated that recent price increases in upstream raw materials such as silicon and silver have led to a rise in component prices, with some manufacturers beginning to adjust their latest quotes upward. The implementation of "anti-involution" policies and industry self-discipline is expected to help component prices gradually return to a reasonable range [1] Group 1 - The company is advancing its low-metalization scheme, with mass production of low-metalization products expected to begin in the second quarter of 2026, which may further reduce component costs [1] - Longi Green Energy has already started constructing part of its low-metalization production capacity [1]
委内瑞拉启动全面战备状态!在委华人:多城警力集结、商家大多“半开门”营业
Di Yi Cai Jing· 2026-01-05 08:41
商家已经开始照常营业,但"有点怕"。 上述公报表示,委方强烈谴责美国绑架其总统马杜罗以及美军冷血谋杀委方大量安保人员、士兵和无辜 平民的行径。 居住在距加拉加斯仅有半小时车程的刘先生对记者表示,虽然街上的商家4日已经正常开门营业,"但每 个商家都有点怕","都是那种只开门口一扇门,其他的(侧)门都是关着的。" Liza居住在委内瑞拉卡拉沃沃州首府巴伦西亚,距离首都加拉加斯约150公里。此前她称,美国对委内 瑞拉实施军事打击的当天,她所在的地区还没有出现加派警察巡逻街道、封锁区域或维持秩序的情 况,"就像日常那样,他们该干什么干什么"。 居住在委内瑞拉北部城市洛斯特克斯市的华人刘先生也对第一财经表示,4日晚上八点半左右,他看到 大量警用车辆成列排行,数十名警察在楼下集结。 据央视新闻报道,当地时间1月4日,委内瑞拉一官员称,美国对委内瑞拉发动的袭击已造成80人死亡, 预计这一数字还将继续上升。截至目前,委内瑞拉官方尚未正式公布伤亡人数。 据新华社,委内瑞拉国防部4日发布政府公报表示,该国已启动全面战备状态。 委国防部长洛佩斯通过该国国家电视台宣读前述公报称,委军方将继续动用一切可用力量,维护军事防 御、国内秩序 ...
港股汽车股持续走低,蔚来、长城跌超6%,小鹏跌超5%
Di Yi Cai Jing· 2026-01-05 08:40
Group 1 - The core viewpoint of the news is that Hong Kong automotive stocks are experiencing a significant decline, with major companies like NIO, Great Wall Motors, and Xpeng Motors seeing drops of over 6%, nearly 6%, and over 5% respectively, marking new lows since their listings in September 2025 [1][2] - Other Hong Kong automotive stocks such as Leap Motor, Geely, Li Auto, and BYD are also facing varying degrees of decline [2] - A document titled "2026 New Year's Day Car Market Passenger Flow Decline Communication" has circulated among institutions, indicating that passenger car traffic during the 2026 New Year's holiday has decreased compared to the same period in 2025 [3] Group 2 - The decline in passenger flow is attributed to increased vehicle purchase costs due to adjustments in the 2026 new energy vehicle purchase tax policy, leading to consumer hesitation [3] - Despite several automakers offering purchase subsidies, these "safety net" policies have not significantly attracted consumers [3] - There is potential for consumer demand to be released if the purchase costs in January are more favorable compared to December and November of the previous year, with market conditions needing to be observed in the following week [3]
蓝色光标今日20%涨停,深股通专用席位买入6.71亿元并卖出5.15亿元
Di Yi Cai Jing· 2026-01-05 08:39
蓝色光标今日20%涨停,成交额174.91亿元,换手率39.79%。盘后龙虎榜数据显示,深股通专用席位买 入6.71亿元并卖出5.15亿元,1家机构专用席位净买入2.12亿元,有1家机构专用席位净卖出2530.23万 元。 ...