Cai Jing Wang
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首创期货:供需两弱,玻璃期价区间波动
Cai Jing Wang· 2026-01-29 06:58
今日浮法玻璃现货价格1107元/吨,环比上一交易日上涨4元/吨。需求方面,春节临近,市场逐步转 淡,下游采购意向减弱,深加工企业延续刚需采购,多无存货意向。预计节后整体需求启动或将缓慢, 对市场支撑力度有限。供应方面,1月份有3条浮法产线放水,供应有所下降。节后仍有部分产线存在放 水预期,若按计划执行,浮法日熔量或将延续下降趋势。目前生产企业库存累积,部分地区中游库存高 位。总之,供需两弱背景下,预计短期玻璃期价低位区间震荡,关注成本和产线变动情况。(首创期货) ...
涉租赁物价值评估不审慎等违规,江苏金融租赁被罚款165万元
Cai Jing Wang· 2026-01-29 06:47
Group 1 - Jiangsu Financial Leasing Co., Ltd. was fined 1.65 million yuan for various violations including inadequate pre-lease investigation and post-lease management, imprudent asset valuation, and careless asset classification [1][2] - The penalties also included warnings and fines for three executives: Vice General Manager Zhu Qiang was fined 100,000 yuan, General Manager of the Health Division Huang Hui was fined 60,000 yuan, and former General Manager Wang Zhonghui was fined 80,000 yuan [1][3] Group 2 - The administrative penalties were disclosed by the Jiangsu Regulatory Bureau of the National Financial Supervision Administration [1][2] - The violations were specifically related to the company's sale-leaseback business practices [1][2]
涉虚增存贷款规模等违规,恒丰银行郑州分行被罚款210万元
Cai Jing Wang· 2026-01-29 06:44
1月28日,国家金融监督管理总局河南监管局披露的行政处罚信息显示,恒丰银行股份有限公司郑州分 行因存在以下主要违法违规行为:虚增存贷款规模;贷后管理不到位,贷款资金被挪用;个人贷款贷前 对资料审核不严;个人贷款贷后管理不到位,贷款资金被挪用,被罚款210万元。 同时,时任恒丰银行股份郑州分行营业部负责人刘伟、郑州自贸区支行负责人杨华、郑州分行业务九部 负责人郭辉均被警告并处罚款5万元,时任恒丰银行郑州分行普惠金融部负责人乔娜被警告。 | 序 | 当事人 | 行政处罚 | 主要违法违规 | 行政 | 作出决 | | --- | --- | --- | --- | --- | --- | | 들 | 名称 | 决定书文 | 行为 | 处罚 | 定机关 | | | | 号 | 虚增存贷款规 | 内容 | | | | 恒丰银 | 豫金罚决 | 模:贷后管理 不到位,贷款 | | | | | | | 资金被挪用; | | | | | 行股份 | 字 | | 罚 款 | 河南金 | | 1 | 有限公 | (2026) | 个人贷款贷前 | 210万 | 融监管 | | | | | 对资料审核不 | | | | | 司郑 ...
“春节档”置业意愿调研:超1/3受访者支持新购或置换住房
Cai Jing Wang· 2026-01-29 06:33
优惠非决定性因素 根据调研,"工作与收入提升"是影响购房决策的首要因素。针对2026年的收入预期,过半人群预计保持 不变,超过三成预计提高,整体判断呈现稳健偏乐观态势。在此背景下,超过三分之一的受访者支持新 购或置换住房,并对首付筹措持相对乐观态度,八成受访者表示可支付三成以上首付。 此外,"房价进一步下行"、"房贷利率下降"被认为是影响2026年购房决策的关键因素。选择"房价进一 步下行"的受访者比例为42.3%,显著高于选择"房价止跌回升"的受访者比例25.9%,也反映出购房者在 决策中,相较于"担心亏损",更在意"是否还能负担得起"。 在楼市政策推动之下,部分热点城市现企稳甚至回升态势。即将来临的2026年"春节档楼市",成为市场 观察的重要窗口。1月29日,58同城、安居客发布《春节置业调查-2026年居住趋势展望》(以下简 称"报告"),通过对全国19个热点城市20-45岁购房、租房人群进行调研,洞察居住需求背后的新动 向。 居住需求出现转向 值得关注的是,居住需求已从"生存型"全面转向"品质型";"舒适"与"安全"成为人们最为看重的两项特 征,这也是未来居住产品不可动摇的核心价值。 报告显示,约三 ...
上海:延长《关于本市开展对部分个人住房征收房产税试点若干问题的通知》有效期至2031年1月27日
Cai Jing Wang· 2026-01-29 06:14
1月29日,上海市财政局等部门发布通知,经评估,《关于本市开展对部分个人住房征收房产税试点若 干问题的通知》(沪财发〔2020〕18号)需继续实施,有效期延长至2031年1月27日。据悉,《通知》明 确了个人住房房产税试点相关政策执行口径和具体征管事项,主要包括居民家庭住房套数和面积计算、 应税住房计税价格核定、应纳税额计算、申报纳税期、相关信息变化处理等共十个方面。 有效期延长至2031年1月27日 ...
药明生物:与生诺医药达成战略合作,加速创新双抗开发和生产
Cai Jing Wang· 2026-01-29 06:09
SND006系生诺医药自主研发、享有全球权益的双特异性抗体,拟用于治疗炎症性肠病(IBD)等自身 免疫性疾病,目前已完成体外功能验证研究。生诺医药计划2026年向中国国家药品监督管理局 (NMPA)和美国食品药品监督管理局(FDA)提交新药临床试验申请(IND)。 1月29日,药明生物与生诺医药共同宣布,双方就创新双特异性抗体SND006的工艺开发和生产达成战略 合作。根据双方签署的协议,生诺医药将借助药明生物在生物药开发和生产领域积累的丰富经验和规模 化生产能力,推进SND006的临床前药学研究和临床样品制备,加速临床申报进程。 (药明生物公众号) ...
泰恩康:预计2025年度实现净利润2500万元至3500万元,核心板块两性健康业务市场 竞争激烈导致销售收入有所下滑
Cai Jing Wang· 2026-01-29 06:04
近日,泰恩康发布公告称,预计2025年度归母净利润为2500万元至3500万元,同比下降67.66%至 76.90%;扣除非经常性损益后的净利润为2700万元至3700万元,同比下降65.11%至74.54%。 公告指出,业绩下降主要是由于核心板块两性健康业务面临激烈市场竞争以及销售收入下滑,同时核心 产品"和胃整肠丸"受到产能不足和进口延迟的影响。此外,持续增加的研发和品牌推广投入导致销售费 用上升,从而压缩了利润空间。 (泰恩康公告) ...
舒泰神:预计2025年亏损6981万元至8533万元,报告期内苏肽生产品销售收入及销量均略有增长
Cai Jing Wang· 2026-01-29 05:53
Core Viewpoint - The company Shuyou Shen (300204) anticipates a significant net loss for the fiscal year 2025, with projected losses ranging from 69.81 million to 85.33 million yuan, indicating a challenging financial outlook due to external factors and industry policies [1] Financial Performance - The expected net profit, excluding non-recurring gains and losses, is projected to be between 74.09 million and 90.56 million yuan [1] - The anticipated operating revenue is estimated to be between 198 million and 242 million yuan, a decrease from the previous year's revenue of 325 million yuan [1] - After adjustments, the operating revenue is also expected to fall within the same range of 198 million to 242 million yuan [1] Business Operations - The company reports that its production and operational activities are normal, with slight growth in sales revenue and volume for its product Su Tai [1] - However, the revenue from the product Shuyou Qing has declined due to external environmental factors and industry policies [1] Market Expansion - The company is actively working to expand its market for polyethylene glycol series products [1] - The expected non-recurring gains and losses for the fiscal year 2025 are approximately 4.75 million yuan [1]
乐普医疗:预计2025年实现净利润约8亿元至12亿元,核心业务心血管植介入营业收入稳中有升
Cai Jing Wang· 2026-01-29 05:45
Core Viewpoint - Lepu Medical (300003) expects a significant increase in net profit for the fiscal year 2025, projecting a range of 800 million to 1.2 billion yuan, representing a growth of 223.97% to 385.95% compared to the previous year's net profit of 247 million yuan [1] Financial Performance - The net profit excluding non-recurring gains and losses is also anticipated to be between 800 million to 1.2 billion yuan, which is an increase of 261.29% to 441.93% from the previous year's figure of 221 million yuan [1] - The core business of cardiovascular interventional products shows steady revenue growth, while the pharmaceutical segment has completed inventory clearance in retail channels, achieving double-digit revenue growth [1] Strategic Developments - The company's subsidiary, Minwei Bio, has licensed its proprietary MWN105 injection to Denmark's Sidera, receiving an initial irrevocable investment of 30 million USD as of December 31 [1] - The company has seen positive results from personnel optimization and organizational restructuring, leading to a decrease in both sales and management expenses [1] Challenges - Despite the positive financial outlook, the company experienced a shift from net gains to net losses in foreign exchange due to fluctuations in international currency markets [1] - The company plans to recognize an impairment provision for goodwill [1]
三友医疗:预计2025年净利润为5600万元到7280万元,控股公司Implanet营业收入同比增长32.62%
Cai Jing Wang· 2026-01-29 05:45
Core Viewpoint - Sanyou Medical expects significant revenue and profit growth for the fiscal year 2025, driven by innovative therapies and product development [1] Financial Performance - Projected revenue for 2025 is between 535 million to 562 million yuan, representing a year-on-year growth of 17.95% to 23.9% [1] - Estimated net profit attributable to shareholders is expected to be between 56 million to 72.8 million yuan, showing a substantial increase of 388.29% to 534.78% year-on-year [1] - Net profit attributable to shareholders, excluding non-recurring gains and losses, is projected to be between 43 million to 61 million yuan, indicating a turnaround from losses to profits [1] Business Growth Drivers - The growth in performance is primarily attributed to the company's advantages in innovative therapies, which have facilitated new product development and partnerships, enhancing sales channels [1] - The ultrasound bone knife business and international operations have also experienced rapid growth, with the subsidiary Implanet reporting a revenue increase of 32.62% year-on-year [1] Future Plans - The company plans to continue its focus on therapy innovation and market expansion, aiming for regulatory approvals for related products to ensure sustainable future growth [1]