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今日南向资金ETF买入及卖出成交额为229.24亿港元
Zheng Quan Shi Bao· 2025-08-04 10:37
今日(8月4日)南向资金ETF买入及卖出成交额为229.24亿港元,较前一日增加142.67亿港元,占南向 资金今日成交额的17.62%。 具体来看,港股通(沪)ETF买入及卖出成交额158.11亿港元,港股通(深)ETF买入及卖出成交额 71.13亿港元。(数据宝) 南向资金ETF买入及卖出成交额 港股通(沪)(亿港元) 158.11 港股通(深)(亿港元) 71.13 港股通合计(亿港元) 229.24 注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 ...
基金业绩回暖!超90%主动权益基金正收益,翻倍产品涌现
Zheng Quan Shi Bao· 2025-08-04 10:27
Core Viewpoint - The public fund industry is experiencing a significant recovery in 2025 after a four-year downturn, with over 90% of active equity funds achieving positive returns this year, leading to increased confidence among fund managers and a revival in fund issuance [1][2]. Fund Performance - Active equity funds have seen an average return of over 13% year-to-date as of August 1, with a notable number of funds doubling their performance, including 17 funds that achieved over 140% returns [2]. - More than 800 active equity funds reached historical net asset value highs in the past month, indicating a strong recovery from previous losses [3]. Market Dynamics - The current market environment presents structural opportunities in sectors like humanoid robots, AI hardware, and innovative pharmaceuticals, which have contributed to the recovery of fund performance [2]. - Fund managers are increasingly focusing on high-growth sectors, with a shift from traditional sectors like real estate and bonds to equities, particularly in new economy sectors [3]. Fund Manager Behavior - Fund managers are showing a clear increase in risk appetite, with many raising their stock positions and concentrating their holdings in core stocks [5]. - Data shows that nearly 2,500 funds increased their stock positions and concentration in the second quarter, reflecting a significant shift in risk preference [5]. Fund Issuance Trends - The pace of new fund issuance has accelerated, with 149 new funds launched in July, matching the issuance rate from November 2022 [11]. - Notable funds like Dachen Insight Advantage raised 2.461 billion yuan in just eight days, marking the largest initial fundraising for active equity funds this year [9]. Investor Sentiment - Despite the positive performance, many investors remain cautious, with a tendency to redeem funds once they break even, indicating a need for trust rebuilding in active equity funds [1][11]. - The market is witnessing a preference for passive investment products over active equity funds, with high-performance products gaining more attention [11].
赵薇所持1590万元股权遭冻结!
Zheng Quan Shi Bao· 2025-08-04 10:27
赵薇所持有的三家公司股权冻结情况 数据来源:国家企业信用信息公示系统网站 公开资料显示,赵薇,1976年3月12日出生于安徽省芜湖市,知名影视女演员、歌手、导演、监制,毕 业于北京电影学院表演系,并取得北京电影学院导演系硕士学位。代表影视作品有《还珠格格》《情深 深雨濛濛》等。 赵薇让A股股民所熟知的,是其在万家文化(现"祥源文旅")上的操作。彼时,赵薇、黄有龙等欲以超 50倍的杠杆收购万家文化,引发市场关注。 随后,2018年4月,证监会对赵薇、黄有龙等作出顶格处罚。当年4月,证监会发布了《行政处罚决定 书》及《市场禁入决定书》,对万家文化、龙薇传媒责令改正,给予警告,并分别处以60万元罚款;对 孔德永、黄有龙、赵薇、赵政给予警告,并分别处以30万元罚款,对黄有龙、赵薇、孔德永分别采取5 年证券市场禁入措施。 (原标题:赵薇所持1590万元股权遭冻结!) 国家企业信用信息公示系统网站显示,近日,知名演员赵薇所持有的西藏龙薇文化传媒有限公司、合宝 文娱集团有限公司、芜湖东润发投资有限责任公司股权被冻结,冻结股权权益数额分别为190万、500 万、900万人民币,冻结期限均为3年,执行法院为北京市东城区人民法院 ...
李嘉诚,冲上热搜!紧急回应!
Zheng Quan Shi Bao· 2025-08-04 10:00
8月4日,长江实业集团有限公司就近日个别网上及社交媒体谈论深水湾79号物业出售一事作出回应。李泽钜回应称:"我们从没有打算出售深水湾道79号 物业,个别网上及社交媒体有关出售深水湾道79号物业的报道及贴文内容全属虚构,穿凿附会,并无事实根据。" 李泽钜还表示,网上经常出现有关他本人与家人的消息,当中大部分出于捏造,有些不符情理,有些不合逻辑,有些甚至有讹骗之嫌。 近日,有关香港长江实业的消息频频引起市场热议。 有市场流传消息指出,李嘉诚拟出售位于香港深水湾的老宅——深水湾道79号豪宅,报价50亿港元。该消息冲上各大社交平台热搜榜。 对于这个消息,广东省住房政策研究中心首席研究员李宇嘉表示,既有市场调整的因素,也有企业战略转向的因素,"2025年5月以来,市场交易呈下探趋 势,包括新房降价促销,二手房挂牌量攀升和价格下跌。在项目竞争比较大,客户选择多样的情况下,李嘉诚旗下几个楼盘也启动了降价促销。" 有分析人士表示,香港房价的回升或为多重因素共同促成。首先是"超跌反弹",其次是市场对经济基本面复苏的乐观预期使得买家的购房意愿上升,房贷 利率的下调促使买家决定趁机入市。中原地产亚太区副主席兼住宅部总裁陈永杰表示, ...
A股午后爆发!军工股掀涨停潮 人形机器人概念活跃
Zheng Quan Shi Bao· 2025-08-04 09:33
A股早盘维持窄幅震荡走势,午后发力拉升,小盘股较为活跃;港股强势上扬,恒生指数涨近1%,恒 生科技指数涨超1.5%。 具体来看,沪指盘中震荡上扬,午后走高;深证成指、创业板指午后止跌回升,科创50、中证2000指数 等涨超1%。截至收盘,沪指涨0.66%报3583.31点,深证成指涨0.46%报11041.56点,创业板指涨0.5%报 2334.32点,科创50指数涨1.22%,沪深北三市合计成交15184亿元,较此前一日减少逾1000亿元。 人形机器人概念活跃 人形机器人概念再度活跃,截至收盘,星云股份涨近15%,日盈电子涨停斩获两连板,夏厦精密、五洲 新春、浙江荣泰、能科科技等均涨停;兆丰股份涨超9%,盘中逼近历史新高。 | 代码 | 名称 | 涨幅% | 现价 | 沿线 | 采价 | 卖价 总量 | | --- | --- | --- | --- | --- | --- | --- | | 300648 | 星云股份 | R 14.90 | 49.90 | 6.47 | 49.90 | 49.91 150762 | | 603286 日容电子 | | . 10.01 | 33.85 | 3.08 | 3 ...
601929一字涨停,超216万手封单!
Zheng Quan Shi Bao· 2025-08-04 05:37
Industry Overview - The eVTOL (electric Vertical Take-Off and Landing) industry is experiencing significant growth, with the low-altitude logistics market in China expected to exceed 100 billion yuan in the next five years [4] - The successful sea transportation of goods using a 2-ton eVTOL named "Kai Rui Ou" marks a critical advancement in low-altitude logistics applications [4] Company Performance - eVTOL concept stocks have seen an average price increase of 17.69% this year, with Meili Technology leading with a 127.4% increase [5] - Notable companies such as Yongyue Technology, Shanhe Intelligent, Ruikeda, Zongheng Co., and Huayi Technology have all reported stock price increases exceeding 60% [5] - Beidouxingtong is expected to turn a profit with a projected net profit of approximately 1 to 1.5 million yuan, driven by demand in emerging sectors [6] - Ruikeda anticipates a significant profit increase, projecting a net profit of 151 to 171 million yuan, representing a year-on-year growth of 132.44% to 163.22% [6] Market Dynamics - The eVTOL industry is transitioning from technology validation to large-scale application, with small drones leading in commercial deployment [4] - Companies like Guanglian Aviation are establishing partnerships within the low-altitude economic industry chain to support drone development and production [5]
暴雨、大暴雨、特大暴雨,要来了!
Zheng Quan Shi Bao· 2025-08-04 04:45
(原标题:暴雨、大暴雨、特大暴雨,要来了!) 中央气象台8月4日6时继续发布暴雨橙色预警: 预计,8月4日8时至5日8时,青海东部、甘肃中东部、内蒙古中东部、山西中东部、京津冀、河南北 部、广西大部、广东、香港、澳门、福建南部、云南西部、台湾岛等地部分地区有大到暴雨,其中,北 京西南部、天津南部、河北中南部、福建东南部、广西东部、广东北部和中东部、香港等地部分地区有 大暴雨,河北南部、广西东部、广东北部和中东部沿海等地局地特大暴雨(250~350毫米)。上述部分 地区伴有短时强降水(最大小时降雨量20~50毫米,局地可超过80毫米),局地有雷暴大风等强对流天 气。 预计8月4日12时至5日8时,北京市大部分地区将出现1小时雨量70毫米或6小时雨量100毫米以上的强降 水,其中,房山、门头沟、石景山等区的部分地区6小时降雨量可达150毫米以上,个别点200毫米以 上,山区及浅山区出现山洪、泥石流、滑坡等灾害的风险极高,低洼地区极易出现积水,请注意防范。 来源:中央气象台、气象北京微博 责编:李丹 防御指南: 校对:杨立林 1.政府及相关部门按照职责做好防暴雨应急工作; 2.切断有危险的室外电源,暂停户外作业; ...
博导王汉青被“双开”,大搞学术腐败、侵吞巨额科研经费
Zheng Quan Shi Bao· 2025-08-04 04:45
Group 1 - Wang Hanqing, former Party Secretary of Central South University of Forestry and Technology, was expelled from the Party and public office due to serious violations of discipline and law [1][2] - The investigation revealed that Wang engaged in academic corruption, embezzled significant research funds, and violated multiple disciplinary regulations, including receiving gifts and engaging in profit-making activities [1][2] - Wang's actions were characterized as severe misconduct, including bribery and embezzlement, with the decision to expel him from the Party and public office approved by the Hunan Provincial Committee [2] Group 2 - Wang Hanqing held various academic and administrative positions, including Vice President of Nanhua University and President of Hunan University of Technology, before becoming the Party Secretary at Central South University of Forestry and Technology in September 2019 [3][4] - He was recognized as a special expert enjoying State Council allowances and was involved in numerous academic publications, with over 230 papers and six academic books published [4]
300696突然直线20%封板,A股军工板块涨停潮
Zheng Quan Shi Bao· 2025-08-04 04:38
Market Overview - A-shares experienced slight fluctuations in early trading, with the Shanghai Composite Index, Sci-Tech Innovation 50, and Shanghai 50 showing minor gains, while the Shenzhen Component, North 50, and ChiNext Index saw slight adjustments. Trading volume continued to decline [1] Defense and Military Industry - Defense and military concept stocks surged collectively, with the ground equipment sector index rising over 5% and the aerospace equipment sector index increasing by more than 4%. Indices related to military information technology and military-civilian integration reached historical highs [2][3] - Notable stocks such as Aileda, Lijun Co., Guojijinggong, Changcheng Military Industry, and Aerospace Electronics saw significant gains, with Aileda hitting a 20% limit up [3] Geopolitical Events - Ongoing geopolitical tensions were highlighted by Russia's military actions against Ukraine, including significant strikes on military targets and infrastructure. This situation has contributed to the rising interest in defense stocks [3] - Additionally, the Houthi forces in Yemen announced drone strikes against Israeli military targets in response to recent events at the Al-Aqsa Mosque, further escalating regional tensions [4] Precious Metals Market - The precious metals sector opened strongly, with indices rising over 4% and all stocks in the sector showing gains. Notable performers included Chifeng Jilong Gold Mining, Shandong Gold, and Western Gold [5] - The U.S. labor market data released showed a significant drop in job creation, leading to a decline in U.S. Treasury yields and a sharp drop in the U.S. dollar index, which in turn boosted gold prices. Spot gold prices surged by 2.22%, marking the largest increase in two months [5] - The World Gold Council reported that global gold demand reached a record high in Q2 2023, with total demand increasing by 3% year-on-year to 1249 tons and a 45% increase in value to $132 billion [6] - Central banks globally purchased a net 166 tons of gold in Q2, remaining at historically high levels, with 95% of surveyed central banks expecting to continue increasing their gold holdings in the next 12 months [7]
停牌!000716,控股股东筹划控制权变更
Zheng Quan Shi Bao· 2025-08-04 04:33
Core Viewpoint - The company, Southern Black Sesame Group Co., Ltd., is undergoing a potential change in control as its major shareholder, Guangxi Black Five Food Group Co., Ltd., plans to transfer approximately 20% of its shares to a state-owned enterprise in the Guangxi Zhuang Autonomous Region, which may lead to a change in the company's control [2][4]. Company Overview - Southern Black Sesame Group was founded in 1984 and is a large private enterprise focusing on the black sesame industry, integrating research, production, and sales of health products [6]. - The company is recognized as one of the first agricultural industrialization leading enterprises in China and is listed as the first black sesame industry stock on the Shenzhen Stock Exchange [6]. - The company’s headquarters is located in Nanning, Guangxi, with production bases in multiple provinces including Guangxi, Anhui, Hubei, and Zhejiang [6]. Product and Market Strategy - The company offers a variety of products including black sesame paste, drinks, and health foods, targeting the aging population and health-conscious consumers [6]. - The brand "Southern Black Sesame Paste" is well-known in China and has been popular for over thirty years, while the company has launched a high-end health black sesame paste product in 2023 [6]. - The company is also focusing on the beverage sector, promoting ready-to-drink black sesame products and collaborating with traditional medicine research institutions to develop health drinks for the elderly [7]. Financial Performance - In 2024, the company reported a revenue of 2.465 billion yuan, a decrease of 7.92% year-on-year, attributed to strategic adjustments aimed at improving quality and efficiency [8]. - The net profit for the same period was 77.74 million yuan, showing a significant increase of 80.46% year-on-year [8]. - For the first quarter of the current year, the company achieved a revenue of 442 million yuan, down 3.74% year-on-year, with a net profit of 2.25 million yuan, a decline of 29.61% [8]. Stock Performance - As of August 1, the company's stock price increased by 4.81%, closing at 6.54 yuan per share, with a total market capitalization of 4.928 billion yuan [9].