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中国支付清算协会:保障春节支付清算业务连续性
Bei Jing Shang Bao· 2026-02-10 15:47
(文章来源:北京商报) 北京商报讯 2月10日,据中国支付清算协会官微发布,春节将至,支付交易量将迎来周期性高峰。各支 付服务主体要深刻认识支付清算业务连续性保障的重要意义,牢固树立底线思维和风险意识。提前开展 系统压力测试与容量评估,确保满足峰值需求;持续加强核心系统和网络安全保护,防范网络攻击与数 据泄露;不断完善应急预案并开展实战演练,切实做好业务监控与应急处置,共同为人民群众欢度佳节 提供坚实支付服务保障。 ...
Gucci销售超预期 开云集团“止血”
Bei Jing Shang Bao· 2026-02-10 15:33
2111 更新 20 % 0 111153555 r and the program and 1188 8.87 - II 业绩下滑但好于预期 开云集团当地时间周二公布,2025年第四季度销售额为39亿欧元,经汇率调整后同比下降3%,好于分析师预期的5%跌幅。旗舰品牌Gucci销售下降10%,为 连续第10个季度下滑,但表现好于市场预期的12%跌幅。这一业绩提振了市场信心,开云集团欧股当天上涨14%,为2020年以来最大涨幅。 "销售趋势逐季改善,这种势头是真实的——虽然还处于早期且脆弱,但确实存在。我可以向你们保证,我们将在此基础上继续发展,"雷诺前CEO、去年执 掌开云的卢卡·德·梅奥(Luca de Meo)在分析师电话会议上表示。 这也卢卡·德·梅奥执掌开云后的首份季度业绩。他同时坦言:"我们离目标还很远,还没有把所有事情都安排妥当,但我们每天都在专注推进。"德意志银行 分析师表示,开云刚刚开启一场为期多年的转型,2025财年业绩足以提醒投资者转型方向。 自去年9月更换CEO后,开云集团出现了回暖的迹象。最新财报显示,公司整体及主要品牌Gucci第四季度销售虽然还在下滑,但幅度好于市场预期。然而, 业 ...
央行最新报告定调 适度宽松货币“不换挡”!
Bei Jing Shang Bao· 2026-02-10 14:58
Core Viewpoint - The People's Bank of China (PBOC) is committed to implementing a moderately loose monetary policy to support stable economic growth and financial market stability in 2025, with a GDP growth target of 5% for the year [1]. Monetary Policy Implementation - In 2025, the PBOC employed various monetary policy tools, including reserve requirement ratios and open market operations, to maintain ample liquidity and support effective credit demand from the real economy [3]. - The PBOC aims to lower the overall financing costs in society by reducing policy interest rates and specific loan rates, thereby enhancing support for key sectors and strategic areas [3]. Financial Indicators - By the end of 2025, the total social financing scale and broad money supply (M2) grew by 8.3% and 8.5% year-on-year, respectively, significantly outpacing the nominal GDP growth rate [4]. - The new corporate loan and personal housing loan rates were approximately 3.1% in December 2025, indicating a decline in financing costs [4]. - Key loan categories such as technology loans, green loans, and loans for the elderly industry saw significant year-on-year growth rates, with technology loans increasing by 11.5% and loans for the elderly industry by 50.5% [4]. Future Policy Directions - The PBOC plans to continue its moderately loose monetary policy, focusing on promoting stable economic growth and reasonable price recovery while adjusting the implementation of policies based on domestic and international economic conditions [5]. - There will be an emphasis on improving the interest rate adjustment framework and enhancing the transmission mechanism of market interest rates to lower financing costs further [6]. - The PBOC aims to maintain the stability of the RMB exchange rate while expanding financial support for key areas such as domestic demand, technological innovation, and small and micro enterprises [6].
新帅上任、增资获批 双喜临门的山西银行旧愁难消
Bei Jing Shang Bao· 2026-02-10 14:54
2月10日,国家金融监督管理总局山西监管局同步批复山西银行注册资本扩容与新任行长任职:邢毅正 式履职山西银行行长,该行注册资本也由258.94亿元增至273.09亿元,地方国资注资与管理层变动同步 落地。 利好消息虽至,但这家扎根三晋的省级城商行,正站在风险出清与高质量发展的关键节点,股权拍卖频 频遇冷、盈利增长乏力、资产质量承压等诸多难题亟待破解。分析人士指出,从中长期来看,随着新任 行长到位带来的治理优化以及地方政府持续的资本支持,该行仍具备较好的发展机遇。 山西银行迎来好消息 小年刚至,山西银行就迎来了两个好消息。2月10日,国家金融监督管理总局山西监管局接连发布两则 批复,一方面同意山西银行注册资本由258.94亿元增至273.09亿元;另一方面,核准邢毅担任该行行长 的任职资格。 针对此次注册资本变动,山西银行方面在接受北京商报记者采访时回应,本次变动主要源于2024年山西 省财政厅向山西银行增资扩股14.2亿元,实现了政银企的资源共享、信息互助,推动了股权结构进一步 优化。据介绍,该笔资本补充为山西省财政厅入股,山西省政府出资。增资扩股后山西省财政厅为山西 银行第三大股东。 据了解,这已是山西银行 ...
【西街观察】AI爆改影视业拐点已来
Bei Jing Shang Bao· 2026-02-10 14:53
Core Insights - The launch of Seedance 2.0 by ByteDance has generated significant attention and discussions regarding the impact of AI on the film and entertainment industry [1][2] - The model's realistic video generation capabilities have exceeded expectations, leading to a surge in interest from content creators and a rise in related sectors such as film and gaming [2][3] Group 1: Product and Market Impact - Seedance 2.0 has gained recognition for its ability to produce predictable and high-quality results, making it easier for content creators to achieve desired outcomes [2] - The competition between ByteDance's Seedance 2.0 and Kuaishou's new version "Keling 3.0" highlights the rapid evolution of AI video models, with both companies pushing the boundaries of video production technology [2] - The current year is recognized as a pivotal moment for AI application deployment, with a strong demand for robust and stable domestic AI video generation models [2] Group 2: Industry Concerns and Challenges - The rise of Seedance 2.0 has sparked discussions about the ethical implications of AI usage, particularly concerning issues of copyright, privacy, and the potential for deepfakes [4][5][6] - Concerns have been raised about the risks associated with realistic AI-generated content, including the potential for misuse and the erosion of trust due to the proliferation of convincing fake videos [6] - The industry faces a critical juncture where the advancement of technology outpaces the establishment of regulatory frameworks, necessitating urgent attention to copyright protection, data usage, and content safety [6]
央行最新报告定调,适度宽松货币“不换挡”!
Bei Jing Shang Bao· 2026-02-10 14:53
2025年是"十四五"收官之年,国民经济延续稳中有进发展态势,经济社会发展主要目标顺利实现。全年国内生产总值(GDP)同比增长5%。2月10日,人民 银行发布2025年第四季度货币政策执行报告指出,其坚决落实党中央、国务院决策部署,实施适度宽松的货币政策,在执行好存量货币政策的基础上,又推 出一揽子货币金融政策组合,强化逆周期调节,有效支持实体经济稳定增长和金融市场平稳运行。 信贷支持力度持续较强 从金融总量、价格、结构等多个角度观察,2025年适度宽松的货币政策效果已逐步显现。 具体来看,金融总量保持较快增长,年末社会融资规模存量、广义货币供应量(M2)同比分别增长8.3%和8.5%,明显高于名义GDP增速。人民币贷款还原 地方化债影响后也在7%左右,信贷支持力度持续较强。 社会综合融资成本低位下行,2025年12月新发放企业贷款利率和个人住房贷款利率均约为3.1%左右。信贷结构也在持续优化,2025年末科技贷款、绿色贷 款、普惠贷款、养老产业贷款、数字经济产业贷款分别同比增长11.5%、20.2%、10.9%、50.5%、14.1%,重点领域贷款均保持两位数增长,持续高于全部贷 款增速。 值得一提的是,人 ...
新帅上任、增资获批,双喜临门的山西银行旧愁难消
Bei Jing Shang Bao· 2026-02-10 14:47
Group 1 - The core message of the news is that Shanxi Bank has received approval for a capital increase and a new president, but it faces significant operational challenges, including weak profitability and asset quality issues [1][2][4] - Shanxi Bank's registered capital has increased from 25.894 billion to 27.309 billion yuan, primarily due to a 1.42 billion yuan capital injection from the Shanxi Provincial Finance Department, making it the third-largest shareholder [2][3] - The new president, Xing Yi, has a strong background in the central banking system, which is expected to enhance the bank's governance and operational stability [3][4] Group 2 - Despite positive developments, Shanxi Bank's stock auction faced challenges, with a recent auction of 416 million shares failing to attract any bids, highlighting ongoing issues with shareholder confidence [4][5] - The bank's financial performance has been under pressure, with a capital adequacy ratio declining from 13.05% at the end of 2022 to 10.51% in mid-2025, and net profit dropping by 93.86% year-on-year [8][9] - Analysts suggest that the bank should focus on improving asset quality, optimizing governance, and diversifying its business model to reduce reliance on traditional lending [9][10]
上海小南国回应餐厅停止营运
Bei Jing Shang Bao· 2026-02-10 14:46
[3666] 2026-02-10 16:01 Shanghai XNG Holdings Limited -海小南国控股有限公司 (於開曼群島註冊成立的有限公司) (股份代號:3666) 股價異常波動及 内幕消息 上海小南国控股有限公司(「公司」,連同其附屬公司統稱「集團」)謹依據香港聯· 有限公司證券上市規則(「上市規則」第13.09(2)條及上市規則所界定的《證券及期 (香港法例第571章)第XIVA部之内幕消息條文作出公告。 本公司董事會(「董事會」)注意到本公司股份(「股份」於2026年2月10日在聯交所1 現波動。董事會經就本公司作出在當時情況下屬合理的查詢後確認,除下文所披 董事會並不知悉任何導致該等價格波動的原因,亦不知悉任何須予公布以避免! 虚假市場的資料,或任何須根據《證券及期貨條例》第XIVA部予以披露的內幕消息 董事會注意到某本地媒體於2026年2月10日刊登一篇新聞報導(『文章』。該文章: 司於上海以「上海小南國」品牌經營的所有餐廳已經關閉。 董事會謹此澄清,本公司目前擁有之上海小南国品牌旗下十周餐廳之營運,已暫 以配合集團之策略性重整((策略性重整)。董事會並謹此澄清,相關文章中所 ...
可口可乐:2025年度营收479.41亿美元
Bei Jing Shang Bao· 2026-02-10 14:45
北京商报讯2月10日,可口可乐披露的2025年度财报显示,报告期内实现营收479.41亿美元,同比增长 1.87%;公司权益持有人应占溢利(归母净利润)131.07亿美元,同比增长23.29%,低于机构一致预测 的137.81亿美元。其中第四季度,实现营收118亿美元,低于预估的120.3亿美元。可口可乐预计2026年 调整后有机营收增长4%至5%,市场预估为增长5.01%。 (文章来源:北京商报) ...
嘉美包装股价异动
Bei Jing Shang Bao· 2026-02-10 14:45
Core Viewpoint - The stock price of Jia Mei Packaging has significantly deviated from its fundamentals, with a price increase of 567.11% from December 17, 2025, to February 10, 2026, leading to multiple instances of abnormal trading fluctuations [2] Group 1 - The company announced that its stock price has experienced a substantial increase, raising concerns about its alignment with fundamental values [2] - The stock price rose by 567.11% during the specified period, indicating extreme volatility [2] - The company has undergone trading suspensions for verification on January 7 and January 26, 2026, and announced the results of these verifications on January 12 and February 2, 2026, respectively [2] Group 2 - The company warned that if the stock price continues to rise abnormally, it may apply for another trading suspension for verification from the Shenzhen Stock Exchange [2]