公开资料显示，红筹投资为私募证券投资基金管理人，成立于1997年6月，于2014年5月在中基协完成登 记，在管规模超百亿元。 今年4月，上交所就曾发布监管措施决定书表示，红筹投资在参与首次公开发行证券网下询价过程中， 存在两大违规行为：一是内部制度不健全，内控执行不到位；询价等重要操作复核记录缺失，通讯设备 管控不到位，内控执行方面存在缺失。二是内部研究不充分，决策流程不规范。公司估值分析部分缺少 严谨完整的推导过程，最终报价由一人确定，集体决策过程缺乏定价决策会议纪要等依据支撑。最终定 价逻辑推导过程缺失，存档备查的定价依据无法充分支持最终报价结果。 多家私募打新"亮红灯" 又一家百亿级私募，被列入网下投资者限制名单。 近日，中国证券业协会(简称"中证协")披露一则自律措施决定书称，决定将百亿级私募红筹投资列入网 下投资者限制名单六个月，并予以警示。据该决定书，上交所今年3月开展网下投资者自律检查时，发 现红筹投资存在八类违规情形，涉及决策程序、定价依据、研报机制、投决机制等网下询价业务的全部 关键流程。中证协表示，红筹投资若再次出现同类违规行为，将依规采取更严处理措施。 值得注意的是，今年以来，宁泉资产、 ...

"我每年都往个人养老金账户存12000元，目前买了1只基金、2只理财产品，都是正收益。"9月16日，家 住上海的黄女士近日告诉上海证券报记者，自个人养老金制度实施以来，她就开始每年定存，既能抵 税，又能多一份养老保障。 黄女士参与个人养老金制度只是我国养老"新支柱"发展的一个缩影。目前，以第一支柱基本养老保险为 根本，第二支柱企业年金和职业年金、第三支柱个人养老金及商业养老金为支撑，我国多层次、多支柱 养老金融体系已经基本建成，人民群众积累养老金有更多选择。但上证报记者调研了解到，"新支柱"发 展中的覆盖面不足、缴存资金少等堵点仍待解决。 "新支柱"发展堵点待疏 此外，在基本养老保险托底的基础上，企业年金、个人养老金及商业养老金等金融"新支柱"也逐渐发展 起来，成为未来满足人民群众多样化、品质化养老生活的"钱袋子"。 数据显示：截至2024年末，第二支柱企业年金和职业年金合计投资运营规模约6.75万亿元，较2020年末 增长超九成；截至2024年11月底，36个城市（地区）超7200万人开立个人养老金账户；2024年商业养老 金业务市场规模已突破千亿元。 养老金融"百花齐放" 积极应对人口老龄化，助力多层次、 ...

截至2024年末，企业年金和职业年金合计投资运营规模约6.75万亿元，较2020年末增长超九 成；截至2024年11月底，36个城市（地区）超7200万人开立个人养老金账户；2024年商业养 老金业务市场规模已突破千亿元 ◎记者 何奎 "我每年都往个人养老金账户存12000元，目前买了1只基金、2只理财产品，都是正收益。"9月16日，家 住上海的黄女士近日告诉上海证券报记者，自个人养老金制度实施以来，她就开始每年定存，既能抵 税，又能多一份养老保障。 黄女士参与个人养老金制度只是我国养老"新支柱"发展的一个缩影。目前，以第一支柱基本养老保险为 根本，第二支柱企业年金和职业年金、第三支柱个人养老金及商业养老金为支撑，我国多层次、多支柱 养老金融体系已经基本建成，人民群众积累养老金有更多选择。但上证报记者调研了解到，"新支柱"发 展中的覆盖面不足、缴存资金少等堵点仍待解决。 养老金融体系日益完善 "利用信贷、保险、债券等金融工具满足多样化养老需求是做好养老金融的题中之义。"上海交通大学上 海高级金融学院教授阎志鹏对上证报记者表示，各类金融机构都在探索养老金融的发展，但归根结底是 要帮助人民群众做好科学、合理的跨期 ...

Core Insights - The central state-owned enterprises (SOEs) have achieved significant growth and development during the "14th Five-Year Plan" period, with total assets exceeding 90 trillion yuan and a notable increase in profits and revenue [2][4] Group 1: Financial Performance - Central enterprises' total assets increased from less than 70 trillion yuan to over 90 trillion yuan, with total profits rising from 1.9 trillion yuan to 2.6 trillion yuan, reflecting annual growth rates of 7.3% and 8.3% respectively [2] - The operating income profit margin improved from 6.2% to 6.7%, and labor productivity per employee increased from 594,000 yuan to 817,000 yuan [2] - Cumulative investment in strategic emerging industries reached 8.6 trillion yuan, significantly higher than during the "13th Five-Year Plan" [2] Group 2: Strategic Investments - By 2024, central enterprises are expected to achieve over 11 trillion yuan in revenue from strategic emerging industries, with a contribution increase of 8 percentage points over the past two years [2] - The investment in strategic emerging industries will account for over 40% of total investments, with revenue from these sectors nearing 30% of total revenue [2] Group 3: Technological Advancements - Central enterprises have made substantial technological achievements, contributing to national strategic needs and filling industrial technology gaps in areas such as integrated circuits and industrial software [4] - In 2024, central enterprises are expected to receive over half of the national awards for technological invention and progress, with 109 awards anticipated [4] - R&D expenditure has consistently exceeded 1 trillion yuan annually for three consecutive years, with an average annual growth rate of 6.5% [4] Group 4: Reform and Governance - The progress of the current round of state-owned enterprise reforms is on track, with confidence in completing key tasks by the end of the year [5] - The State-owned Assets Supervision and Administration Commission (SASAC) has implemented targeted assessment plans for various industries, aiming for 76% of personalized indicators in assessments by 2025 [5] - Future efforts will focus on enhancing the quality of reforms while ensuring timely progress, with a commitment to addressing specific challenges and improving the effectiveness of reforms [6]

Core Insights - Tax revenue in China has shown a steady increase in the first eight months of the year, with a year-on-year growth of 2%, and a significant rebound in July and August [1][2] - The active capital market has notably contributed to the tax revenue growth, particularly in the securities and insurance sectors, with securities tax revenue increasing by over 70% in both July and August [1][2] Tax Revenue Trends - The overall trend indicates a rising tax revenue growth rate throughout the year, with July and August showing a year-on-year increase of over 5% [1] - Major tax categories such as domestic value-added tax, domestic consumption tax, corporate income tax, and individual income tax have all maintained positive growth [1] Sector Performance - The manufacturing and financial sectors have experienced rapid tax revenue growth, with manufacturing accounting for over 30% of total tax revenue and showing an increase of over 5% [1] - High-end manufacturing sectors, including railway, shipbuilding, aerospace, and other transportation equipment manufacturing, have seen tax revenue growth exceeding 30% [1] Contributing Factors - Economic stability and improvement have been key drivers for tax revenue growth, supported by various policies from the central government [2] - The surge in capital market activity, highlighted by the Shanghai Composite Index surpassing 3,800 points and an average daily stock trading volume of 2.3 trillion yuan, has directly boosted tax revenues in related sectors [2] - Enhanced taxpayer compliance and awareness, driven by tax authorities' efforts in promoting lawful tax practices, have also contributed to the increase in tax revenue [2]

近段时间以来，A股市场芯片板块表现持续活跃，多只个股走出强势行情。数据显示，截至9月17日收市，芯原股份和寒武纪今年以来涨幅分别高达 229.6%、119.15%；瑞芯微、澜起科技、兆易创新等今年以来涨幅均超过70%。其中，中芯国际等龙头股近期创下股价历史新高。 与此同时，外资机构对中国芯片企业表现出浓厚兴趣，积极进行调研。数据显示，今年以来截至9月17日，唯捷创芯迎来41家外资机构调研，纳芯微、芯原 股份、国芯科技、东芯股份和瑞芯微均迎来20家外资机构调研。以纳芯微为例，在公司8月举办的业绩说明会中，参会名单中出现了富达、高盛、摩根士丹 利、美银证券、摩根大通等外资巨头的身影。 近期A股芯片板块表现强势，中芯国际等龙头股股价创下历史新高。在此背景下，外资机构密集调研中国芯片企业，国际资本亦持续加仓中国资产。多家外 资机构表示，中国"硬科技"产业正迎来黄金发展期，半导体、人工智能等领域蕴含丰富的投资机遇。 除了实地调研，外资机构也在上调对中国核心企业的估值与盈利预测。高盛近日发布研报，将中芯国际H股12个月目标价上调15%至73.1港元，在维持2025 年至2027年盈利预测基本不变的同时，上调2028年与2 ...

不过，美联储主席鲍威尔在随后的新闻发布会上称，此次的降息举措是一项风险管理决策，没有必要快速调整利率。这意味着美联储并不会进入持续性的 降息周期，市场情绪因此降温，纳指盘中一度跌逾1%。截至收盘，道指涨0.57%，标普500指数跌0.1%，纳指跌0.33%。 盘面上，美股大型科技股表现分化，特斯拉涨超1%，英伟达跌逾2%，亚马逊跌超1%。而热门中概股多数上涨，纳斯达克中国金龙指数大涨2.85%。 美联储如期降息25基点 美股主要指数涨跌不一 北京时间9月18日凌晨，美国联邦储备委员会在结束为期两天的货币政策会议后宣布，将联邦基金利率目标区间下调25个基点到4.00%至4.25%之间，符合 市场预期。这也是美联储自去年12月以来，时隔9个月的再度降息。 本次会议的降息决定完全在投资者意料之中。本周二收盘时，芝商所（CME）的"美联储观察"工具显示，期货市场预计美联储本周降息25个基点的概率 约为96%，10月下次会议继续降息的概率约为80%，12月进一步降息的概率接近74%。 美联储宣布降息之后，市场反应剧烈。美股三大指数一度直线拉升，随后跳水。鲍威尔在随后的新闻发布会上称，今天的降息举措是一项风险管理决策， ...

Group 1: Automotive Industry - The Ministry of Industry and Information Technology is seeking public opinion on the mandatory national standard for "Intelligent Connected Vehicle Combination Driving Assistance System," which aims to fill the safety baseline gap in the industry and enhance product safety levels [3] - From January to July, the sales of passenger cars equipped with combination driving assistance systems reached 7.76 million units, a year-on-year increase of 21.31%, with a penetration rate of 62.58%, up 6.5 percentage points from the previous year [3] - Companies like Jingwei Hirain have achieved over 80% product coverage in the automotive electronics sector, while Desay SV has attained international safety certification levels in both software and hardware [3] Group 2: AI and Data Center Industry - The demand for AI computing power in China is growing at an astonishing annual rate of 300%, presenting both opportunities and challenges for data center infrastructure [4] - The investment scale for intelligent computing centers in China is expected to exceed 187.5 billion yuan in 2024, with the overall scale projected to reach 482.6 billion yuan by 2027 [4] - Companies like Shenghong Co. have established dedicated teams for AIDC business development, while Runze Technology has built seven AIDC intelligent computing infrastructure clusters across six regions [5] Group 3: Hospitality Industry - The Ministry of Commerce plans to introduce a series of policy documents aimed at high-quality development in the hospitality industry, focusing on various aspects to promote service consumption [6] - The hotel industry has significant potential for intelligent upgrades, with the average usage cost expected to decrease due to falling hardware prices and bulk purchasing [6] - Companies like Shoulv Hotel have implemented smart scenarios such as self-service front desks and delivery robots, enhancing guest service efficiency and satisfaction [6] Group 4: Pharmaceutical Industry - Maiwei Biotech has signed exclusive licensing agreements with Kalexo for the 2MW7141 project, potentially receiving up to 1 billion USD in upfront and milestone payments [7] - Heng Rui Medicine's subsidiary has received acceptance for a new indication application for its drug SHR-A1811, which targets HER2-positive breast cancer patients [9] - Several companies, including Zhi Fei Biotech and Zejing Pharmaceutical, have received approval for clinical trials of their respective drug candidates [10] Group 5: Technology and Manufacturing - Dongshan Precision is focusing on the development and production of high-end PCBs and optical modules required for AI computing power, addressing the supply shortage in the optical chip market driven by AI demand [12] - Xiongdi Technology is a leading provider of trusted digital identity products and services, planning to strengthen its overseas business and invest in regions like Southeast Asia and the Middle East [12]

Core Viewpoint - China Shipbuilding Technology (中船科技) has signed a green methanol sales contract worth approximately $40 million per year with a subsidiary of China Shipbuilding Industry Corporation and client A, with potential to increase supply to a maximum of $120 million per year, indicating a strategic move towards green fuel business and enhancing its competitive edge in the industry [2][5]. Group 1: Contract Details - The contract is expected to commence supply after the wind power methanol production project is operational, projected for 2028, with a maximum supply period of 12 years [2]. - The maximum annual contract value represents 10.14% of the company's total revenue of 8.423 billion yuan in 2024 [5]. Group 2: Project Developments - The design for an 180,000-ton methanol production capacity project has been initiated, with a total investment of 2.853 billion yuan, and is expected to be completed between June 2024 and June 2026 [5]. - The company is involved in a wind power hydrogen and methanol integrated demonstration project in Tongliao, which has received government approval and is utilizing local straw for pilot testing [6]. Group 3: Industry Trends - The green methanol sector is gaining momentum, with 182 signed or filed projects in China, totaling a capacity of 59.26 million tons per year, and expectations for capacity to reach 1.25 million tons by the end of 2026 [7]. - The integration of wind power and hydrogen production is seen as a key technological pathway for energy structure transformation and sustainable development [7]. Group 4: Policy Support - Recent government guidelines encourage the large-scale replacement of high-carbon hydrogen with low-carbon hydrogen in various sectors, which is expected to boost the green methanol industry's growth [8].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：300790 证券简称：宇瞳光学 公告编号：2025-066 东莞市宇瞳光学科技股份有限公司 关于董事、高级管理人员减持股份预披露公告 董事兼总经理金永红先生、高级管理人员陈天富先生保证向本公司提供的信息内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人 提供的信息一致。 二、本次减持计划的主要内容 1、减持原因：个人资金需求。 2、股份来源：公司首次公开发行前已发行的股份、非公开发行股份、股权激励及因权益分派送转的股 份。 3、减持数量、方式、占公司总股本的比例 特别提示： 1、董事兼总经理金永红先生持有本公司股份10,444,592股，占本公司总股本比例2.8152%，计划在本公 告披露之日起15个交易日后的3个月内（即2025年10月17日至2026年1月16日）以集中竞价方式或大宗交 易方式减持公司股份不超过2,200,000股，即不超过公司总股本的0.5930%。 2、高级管理人员陈天富先生持有本公司股份1,797,564股，占本公司总股本比例0.4845%，计划在本公 告披露之 ...