Cai Jing Wang
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首开股份:1-11月实现签约金额159.88亿元
Cai Jing Wang· 2025-12-09 09:14
Core Viewpoint - In November 2025, the company reported a total contracted area of 64,100 square meters and a contracted amount of 987 million yuan, indicating ongoing sales activity despite no new land reserves since October 2025 [1] Sales Performance - In November 2025, the company and its subsidiaries achieved a contracted area of 31,400 square meters, with a contracted amount of 671 million yuan [1] - The company's cooperative projects contributed a contracted area of 32,700 square meters and a contracted amount of 316 million yuan [1] - From January to November 2025, the total contracted area reached 1,092,300 square meters, with a total contracted amount of 15,988 million yuan [1] Land Reserves - Since the release of the sales report for October 2025, the company has not acquired any new land reserves [1]
中信证券:电动自行车上游安全材料、中游头部整车及下游配套服务赛道迎来结构性投资机会
Cai Jing Wang· 2025-12-09 08:44
作者丨彭鑫 编辑丨安安 12月9日,中信证券指出,2025年12月1日《电动自行车安全技术规范》(GB17761-2024)全面落地, 《外卖平台服务管理基本要求》(GB/T46862-2025)次日实施,行业正式进入"新新国标"阶段。当前市 场争议本质是"标准先行、配套跟进"的阶段性阵痛,随着道路建设、分级管控、商用速度限制等配套措 施落地,安全与实用的失衡料将逐步化解。 行业集中度提升与高端化趋势共振,头部企业凭借合规先发优势、产品创新能力及渠道壁垒料将持续受 益,上游安全材料、中游头部整车及下游配套服务赛道迎来结构性投资机会。 ...
200家公私募机构获配沐曦股份逾14亿元
Cai Jing Wang· 2025-12-09 08:05
12月5日,"国产GPU第一股"摩尔线程正式登陆科创板,以114.28元/股的发行价成为年内A股最贵新 股,募资80亿元投向AI芯片研发,引发市场高度关注。 据悉,公私募基金的参与摩尔线程的发行的热度尤为突出。其中,公募86家,私募124家,券商30家, 还有13家保险机构旗下产品加入报价队列。 此次,摩尔线程配售机构收获颇丰,按当日收盘价估算,整体浮盈约190.6亿元,一签摩尔线程浮盈约 24.31万元。 同一天,国产GPU赛道再添新兵。 沐曦股份IPO以104.66元/股的发行价位居年内A股新股发行价第二位,上市市值约418.74亿元。 编辑/许楠楠 徐楠 (数据来源:私募排排网) 排排网集团旗下融智投资FOF基金经理李春瑜表示,公私募基金正积极布局国产 GPU 赛道,核心驱动 源于三重关键因素。政策层面,国家半导体、AI 领域战略扶持及 "十五五" 算力攻关部署,叠加海外技 术限制下的国产替代刚需,为赛道打开广阔市场空间。需求端,AI、云计算、自动驾驶等产业高速发 展催生海量高性能算力需求,以及行业高成长性凸显。技术端,国内企业持续突破产品与生态瓶颈,叠 加赛道企业密集冲刺上市,公私募基金通过早期布局优 ...
桂林银行回应被罚款近213万元:将进一步加强管理,依法合规经营
Cai Jing Wang· 2025-12-09 05:49
12月8日,桂林银行发布公告称,近日该行收到中国人民银行广西壮族自治区分行行政处罚决定书(桂银罚决字〔2025〕17号),对该行违反支付结算管理 规定、货币金银管理规定等违法行为,给予警告并处以罚款。对于中国人民银行广西壮族自治区分行的上述处罚决定,该行高度重视,将进一步加强管理, 依法合规经营。 中国人民银行广西壮族自治区分行披露的行政处罚决定信息显示,桂林银行因存在以下违法行为:违反账户管理规定;违反反假货币业务管理规定;占压财 政存款或资金;违反信用信息采集、提供、查询及相关管理规定;未按规定履行客户身份识别义务;未按规定报送大额交易报告或者可疑交易报告,被给予 警告,并罚款212.994万元。 | 序号 | 当事人名称 | 行政处罚 | | 行政处 | 作出行政处罚 | | --- | --- | --- | --- | --- | --- | | | (姓名、职务) | 决定书文 | 违法行为类型 | 罚内容 | 决定机关名利 | | | | 름 | | | | | | | | 1. 违反账户管理规 | | | | | | | 定; | | | | | | | 2. 违反反假货币业 | | | | ...
小米中国区人事调整涉及手机汽车家电业务,王晓雁兼任销售运营一部总经理
Cai Jing Wang· 2025-12-09 05:14
Core Viewpoint - Xiaomi is undergoing a series of personnel adjustments in its China operations, particularly in the mobile, automotive, and home appliance sectors, in response to recent performance pressures in the region [1][2]. Group 1: Personnel Adjustments - Wang Xiaoyan, Senior Vice President and President of Xiaomi China, has taken over as the General Manager of the Sales Operations Division 1, while Guo Jinbao has been appointed as the General Manager of Sales Operations Division 2, reporting to Wang [1]. - Zhang Jian, previously the General Manager of the Automotive Sales and Service Division, has been appointed as the new General Manager of the New Retail Division, with Xia Zhiguo taking over the Automotive Sales and Service Division [1][2]. - Several executives, including Liu Yaoping and Sun Hao, have been reassigned from their original positions, indicating a significant restructuring within the company [2]. Group 2: Performance Challenges - Sources indicate that Xiaomi's recent performance in the China market has been under pressure, with a slowdown in orders for automotive, mobile, and home appliance products, leading to inventory challenges [2]. - A Xiaomi dealer reported that external factors have caused a decline in orders, with some dealers resorting to selling inventory at lower prices to recover funds [2]. Group 3: Strategic Shift - A leaked notification from Wang Xiaoyan to dealers revealed that Xiaomi will shift its focus from "scale expansion" to "quality improvement" by closing underperforming stores to mitigate losses and concentrate resources on high-potential locations [3][4]. - The company has proposed optimizing the personnel structure of automotive stores from a "1+2+11" model to a "1+1+5" model to enhance operational efficiency [4]. Group 4: Store Closures and Financial Impact - Xiaomi plans to address low-efficiency and loss-making stores opened before January 1, 2025, with a projected closure of over 1,000 stores nationwide [4][5]. - The company will incur a one-time loss of approximately 27.26 million yuan to assist partners in reducing annual losses by over 72.46 million yuan [5].
北京第九轮供地启幕!通州宋庄地块抢先激活
Cai Jing Wang· 2025-12-09 04:14
地块预申请受理时间自2025年12月5日起至2026年1月4日下午17:00。 这也是北京第九轮供地清单中首个被激活的地块。从区域分布来看,第九轮拟供应商品住宅用地清单中 还有中心城区4宗(朝阳区1宗、海淀区1宗、石景山区2宗)、生态涵养区1宗(密云区1宗)待入市。 12月9日,据北京市规划和自然资源局消息,通州区宋庄镇丁各庄等四村城中村改造项目FZX-0703- 6002地块正式进入预申请阶段,起始价15.62亿元。地块预申请受理时间自2025年12月5日起至2026年1 月4日下午17:00。 该地块位于六环外通州宋庄,为R2二类居住用地,土地面积4.87万㎡,规划建面8.74万㎡,容积率1.8, 建筑限高36米(局部45米),起始楼面价约1.79万元/㎡。周边已有谷德玛特购物广场、安贞医院通州院 区、宋庄文化创意公园等配套,区域生活氛围逐步成熟。 ...
技术护城河与全球化布局双轮驱动,橡胶履带“隐形冠军”元创股份今日申购
Cai Jing Wang· 2025-12-09 04:05
元创股份成立于2006年6月,公司的核心业务聚焦橡胶履带细分领域,产品覆盖农用机械橡胶履带、工 程机械橡胶履带及橡胶履带板,广泛应用于农业生产与工程施工两大国民经济核心领域。 深交所最新公告显示,国内橡胶履带行业龙头企业元创科技股份有限公司(以下简称"元创股份 (001325)")于今日正式申购,申购简称为元创股份,申购代码001325。据悉,公司本次发行价格为 24.75元/股,共发行1960万股。 元创股份上市在即,不仅是企业自身资本化进程的重要里程碑,更标志着我国橡胶履带产业从"规模追 赶"向"质量引领"转型的阶段性成果即将接受资本市场检验。 作为国内橡胶履带行业市场占有率第一、深耕行业三十余年的领军企业,元创股份凭借技术突破、全球 化布局与产业链整合能力,正试图打破国际巨头在高端市场的垄断格局,为我国橡胶工业升级提供"龙 头样本"。 核心业务锚定战略赛道,以技术话语权重塑产业标准 从产业定位来看,其业务深度契合国家"乡村振兴"与"新型基础设施建设"战略方向。农业机械化是破 解"三农"问题、提升农业生产效率的关键支撑,工程机械则是推动基建投资落地、保障经济增长的核心 装备,双重战略需求为橡胶履带市场构建 ...
雅高旗下瑞士酒店新增六处全新选址
Cai Jing Wang· 2025-12-09 04:03
雅高旗下瑞士酒店品牌近期于大中华区达成六处战略签约,分别落址中国关键城市:上海、重庆、西 安、长沙、海宁及威海。此次多城市签约涵盖国家级旅游度假区、都市核心区、高新技术开发区等多元 业态。 (雅高资讯) 雅高大中华区首席执行官朱福明(Kent Zhu)表示:"今年是中瑞建交75周年,瑞士酒店作为承载瑞士文化 与可持续理念的品牌,致力于将瑞士纯正待客之道持续引入中国市场,成为连接中瑞文化与价值的桥 梁。凭借瑞士百年酒店业底蕴和独特的瑞士文化基因——注重高品质、可持续性与精准效率,瑞士酒店 不断满足中国消费者对'慢奢'旅居的本质追求。通过此次瑞士酒店多个项目的签约,我们期待将这一独 具特色的品牌体验带到更多关键市场,为更多追求质感体验的旅行者打造值得细细品味的旅居场景。" ...
同仁堂:公司参苓白术散获加拿大上市许可,研发累计投入约229万元
Cai Jing Wang· 2025-12-09 03:19
Core Viewpoint - Tongrentang (600085) has received approval from the Canadian Ministry of Health for the product license of its product, Shenling Baizhu Powder, which indicates a significant step in its international expansion efforts [1] Group 1: Product Development and Approval - The product Shenling Baizhu Powder has been successfully registered with a cumulative R&D investment of approximately 2.29 million yuan (unaudited) [1] - The primary indications for Shenling Baizhu Powder include alleviating symptoms such as spleen and stomach weakness, reduced appetite, diarrhea, shortness of breath, cough, and fatigue [1] Group 2: Market Entry Challenges - Despite obtaining the product license, the company must still complete several administrative approval processes, including certification of the Canadian production quality system, before it can sell the product in Canada, indicating a level of uncertainty [1]
无限医疗获A轮融资,加速神经血管外科医疗器械创新研发和商业化
Cai Jing Wang· 2025-12-09 03:18
本轮融资由高特佳领投,资金将加速推进公司产品的创新研发和商业化进程,为神经介入专家提供更优 的治疗方式。 近日,苏州无限医疗科技有限公司(Infinity Neuro)——一家专注为神经血管外科提供创新解决方案的 医疗器械公司宣布,已完成数亿元人民币的A轮融资。 无限医疗(Infinity Neuro)主要从事脑血管领域医疗器械的研发、生产和商业化,致力于与神经科医生 深入合作,聚焦神经介入领域未被满足的临床需求,产品覆盖治疗出血性和缺血性卒中的两大核心产品 线。核心团队均来自于跨国医疗器械公司,拥有多次成功创业经历,核心团队深度聚焦神经介入领域出 血性和缺血性卒中市场,具有神经介入医疗器械产品研发、临床、产业化及产品迭代升级的丰富经验。 ...