中华人民共和国政府（"中国"）和美利坚合众国政府（"美国"）， 中美发布联合声明：双方再次暂停实施24%的关税90天，保留剩余10%的关税 来源：新华社 新华社北京8月12日电 中美斯德哥尔摩经贸会谈联合声明 本联合声明基于中美斯德哥尔摩经贸会谈讨论情况。本次会谈是根据日内瓦联合声明所建立的机制框架 下召开的会议。中方代表是国务院副总理何立峰，美方代表是财政部长斯科特·贝森特和美国贸易代表 贾米森·格里尔。 （文章来源：中国基金报） 一、美国将继续修改2025年4月2日第14257号行政令中规定的对中国商品（包括香港特别行政区和澳门 特别行政区商品）加征从价关税的实施，自2025年8月12日起再次暂停实施24%的关税90天，同时保留 按该行政令规定对这些商品加征的剩余10%的关税。 二、中国将继续（一）修改税委会公告2025年第4号规定的对美国商品加征的从价关税的实施，自2025 年8月12日起再次暂停实施24%的关税90天，同时保留对这些商品加征的剩余10%的关税；并（二）根 据日内瓦联合声明的商定，采取或者维持必要措施，暂停或取消针对美国的非关税反制措施。 忆及2025年5月12日达成的中美日内瓦经贸会谈 ...

（原标题：暴雨、大暴雨，台风，又来了） 来源：中央气象台 中央气象台8月12日06时发布暴雨蓝色预警： 预计，8月12日08时至13日08时，河南南部、湖北中部和西南部、湖南西部和北部、贵州东部和南部、 云南北部、河北西部和东北部、北京西部和北部、天津北部、台湾岛东北部、西藏东南部等地部分地区 有大到暴雨，其中，河南南部、湖北东北部和西南部、湖南北部等地部分地区有大暴雨（100～140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60毫米），局地有雷暴 大风等强对流天气。 防御指南： 1.政府及相关部门按照职责做好防暴雨准备工作； 2.学校、幼儿园采取适当措施，保证学生和幼儿安全； 降水预报：8月12日08时至13日08时，台湾岛东北部地区将有大到暴雨（50~60毫米）。 防御指南： 1.政府及相关部门按照职责做好防台风抢险应急工作。 3.驾驶人员应当注意道路积水和交通阻塞，确保安全； 4.检查城市、农田、鱼塘排水系统，做好排涝准备。 中央气象台8月12日06时发布台风黄色预警： 今年第11号台风"杨柳"（强热带风暴级）的中心今天（12日）早晨5点钟位于台湾台东市东偏南方向大 ...

Core Viewpoint - Guangku Technology plans to acquire 100% equity of Suzhou Anjie Xun Optoelectronics, aiming to enhance its product and technology layout in the optical communication sector [1][7]. Group 1: Acquisition Details - The acquisition will be executed through issuing shares, convertible bonds, and cash payments to six parties, including Zhang Guanming and Suzhou Xunuo Investment Partnership [3][4]. - The company intends to raise matching funds by issuing shares to no more than 35 specific investors [3][4]. Group 2: Strategic Rationale - The acquisition is expected to strengthen Guangku Technology's position in the optical communication industry, allowing for a more comprehensive product matrix and improved manufacturing capabilities [7]. - Anjie Xun Optoelectronics specializes in optical passive devices, which aligns with Guangku Technology's focus, creating potential synergies in technology, production processes, and customer bases [7]. Group 3: Financial Overview - As of the end of 2024, Anjie Xun Optoelectronics is projected to have total assets of 431 million yuan, with expected revenue of 509 million yuan and a net profit of 105 million yuan [8]. - Guangku Technology's stock was priced at 55.07 yuan per share, with a total market capitalization of 13.7 billion yuan as of July 28 [10].

Core Viewpoint - Company Shanhai Intelligent received an unexpected insurance payout of 160 million yuan (approximately 29 million USD) from a US insurance company due to aircraft rental contracts with Russian clients that could not be fulfilled because of geopolitical conflicts [1][5][6]. Summary by Relevant Sections Company Operations - Shanhai Intelligent's subsidiary AVMAX specializes in aircraft leasing, sales, maintenance, and related services [3][8]. - AVMAX had signed three aircraft leasing contracts with Russian clients, which became problematic following the geopolitical tensions that began in February 2022 [4][6]. Financial Impact - The insurance payout of 29 million USD, after deducting legal fees, resulted in a net amount of approximately 22.97 million USD, equivalent to about 163.93 million yuan [5]. - The net profit impact from this insurance payout is estimated at 126.23 million yuan, which represents 172.92% of the company's audited net profit for the previous year [5][6]. Stock Performance - Following recent developments, Shanhai Intelligent's stock has seen significant increases, with a cumulative rise of 116% over 16 trading days, including 9 trading days with price limits [6]. - The company's current market capitalization stands at 19.2 billion yuan [6]. Business Segments - In 2024, the aviation business of Shanhai Intelligent generated revenue of 1.013 billion yuan, accounting for 14.24% of total revenue, with a gross margin of 60.71% [9].

从管理机构来看，其中5只为华夏理财旗下产品，4只为光大理财旗下产品，3只为宁银理财产品，3只为 招银理财产品，剩余2只为信银理财产品。 据南财理财通数据，受益于股市行情明显回暖，存续权益类理财产品成为今年理财市场上的"黑马"，今 年以来该类产品的平均单位净值增长率为5.82%。不过，此类产品兼具高收益与高波动并行的特性。 固收类和混合型理财产品收益表现情况较为接近，今年上半年，两者平均单位净值增长率分别为 1.26%、1.56%。固收理财产品收益逊色于混合型理财，但拥有较强的稳健性，平均最大回撤仅为 0.19%，混合类产品上半年平均最大回撤则为1.26%。 【导读】超40只权益类银行理财产品年化收益率为正 据数据，截至8月3日，由银行理财子公司发行的公募权益类理财产品存续产品共46只。按年化收益率统 计，其中43只产品收益率为正，占比达九成，17只产品的年化收益率突破10%。 资本市场回暖，叠加宏观政策提振市场信心，今年上半年，权益类资产估值修复显著。业内人士认为， 国内低利率市场环境与高质量发展宏观背景的双重作用下，未来居民或加大对权益资产配置的比例。 权益类理财业绩迎来爆发期 具体来看，43只取得正收益的 ...

当地时间8月11日清晨，哥伦比亚参议员、总统选举参选人米格尔·乌里韦·图尔韦的妻子玛丽亚·克劳迪 娅·塔拉索纳发文表示，米格尔·乌里韦·图尔韦最终没能康复，在遭枪击两个月后去世。 6月7日，米格尔·乌里韦·图尔韦在首都波哥大举行的一次政治集会中遭枪击受伤，被紧急送医救治。目 击者说，枪手近距离向米格尔·乌里韦·图尔韦头部和身体开了三枪。 （原标题：哥伦比亚总统参选人遭枪击去世） 来源：央视新闻 ...

（原标题：官方通报：杨亚俊搞权色交易，道德败坏） 此前报道 智通财经此前报道，广西纪检监察网2月27日通报，防城港市委常委、秘书长杨亚俊涉嫌严重违纪违 法，目前正接受自治区纪委监委纪律审查和监察调查。 公开资料显示，杨亚俊，男，1979年6月生，汉族，籍贯山西闻喜，2001年9月加入中国共产党，研究生 学历，经济学博士。 杨亚俊早年在清华大学工作，担任过就业指导中心常务副主任，后赴广西工作。公开资料显示，杨亚俊 曾任贵港市港南区区长，港南区委书记，凭祥市委书记，崇左市委常委、凭祥市委书记，防城港市委常 委、秘书长等。 2024年，杨亚俊曾以"工信部信息发展技术司副司长、防城港市委常委、秘书长"等身份亮相。多篇报道 显示，彼时他担任广西选派到中央单位挂职领导小组组长。 来源：智通财经综合中央纪委国家监委网站 8月11号，据中央纪委国家监委网站援引广西壮族自治区纪委监委消息：经自治区党委批准，自治区纪 委监委对防城港市委原常委、秘书长杨亚俊严重违纪违法问题进行了立案审查调查。 经查，杨亚俊丧失理想信念，背弃初心使命，对党不忠诚不老实，对抗组织审查，毫无党性原则，搞迷 信活动；无视中央八项规定精神，收受可能影响公正 ...

Core Viewpoint - Shanhe Intelligent has received an insurance payout of 160 million yuan from a U.S. insurance company due to three aircraft leased to Russian clients being stranded in Russia amid geopolitical conflicts [2][4]. Company Summary - Shanhe Intelligent's wholly-owned subsidiary, AVMAX, specializes in aircraft leasing, sales, and maintenance services. It had signed three aircraft leasing contracts with Russian clients [2][3]. - The insurance payout amounts to 29 million USD, with a net amount of approximately 22.97 million USD after legal fees. This translates to about 163.93 million yuan at the current exchange rate [4]. - The net profit impact from the insurance payout, after tax deductions, is approximately 12.62 million yuan, which represents 172.92% of the company's audited net profit for the previous year [4]. - The company had previously fully provisioned for impairment on the three aircraft, indicating that this insurance payout is a non-recurring gain [4]. Financial Performance - Shanhe Intelligent's stock has seen significant growth, with a cumulative increase of 116% over 16 trading days, reaching a market capitalization of 19.2 billion yuan [4]. - The company's aviation business generated revenue of 1.013 billion yuan in 2024, accounting for 14.24% of total revenue, with a gross margin of 60.71% [7]. Shareholder Information - As of August 8, 2025, the total number of shareholders has increased to 245,046, reflecting a growth rate of 37.53% [8].

Group 1 - Company Shanhe Intelligent received an insurance payout of 290 million yuan (approximately 29 million USD) from a US insurance company due to aircraft stranded in Russia amid geopolitical conflicts [3][5] - The aircraft were leased to Russian clients, and despite multiple attempts to recover them since the conflict began in February 2022, the company was unable to do so [4][5] - The net impact of the insurance payout on the company's net profit is approximately 126.23 million yuan, which accounts for 172.92% of the company's audited net profit for the previous year [5][6] Group 2 - Shanhe Intelligent's stock has seen significant growth, with a cumulative increase of 116% over 16 trading days, including 9 trading days with price limits [6] - The company's main business areas include engineering machinery, aviation equipment and services, and special equipment, providing comprehensive solutions to global clients [6] - In 2024, the revenue from the aviation business was 1.013 billion yuan, representing 14.24% of total revenue, with a gross margin of 60.71% [7] Group 3 - The total number of shareholders for Shanhe Intelligent has increased to 240,460, reflecting a change of 37.53% [8] - The company has previously fully recognized impairment for the three aircraft, indicating that the recent insurance payout is considered a non-recurring gain [6]

Core Viewpoint - *ST Songfa has successfully completed a major asset restructuring and raised nearly 4 billion yuan in supporting financing, marking its transformation from a ceramics manufacturer to a shipbuilding and high-end equipment manufacturing company [2][4]. Group 1: Asset Restructuring Details - The restructuring process, which took nearly a year, involved three main components: asset swap with Hengli Heavy Industry, issuance of shares to acquire remaining equity, and raising up to 4 billion yuan from specific investors [5][6]. - The asset swap involved exchanging the company's original ceramics business valued at approximately 510 million yuan for Hengli Heavy Industry, valued at around 8 billion yuan [5]. - The share issuance price for acquiring Hengli Heavy Industry's remaining equity was set at 10.16 yuan per share [5]. Group 2: Financial and Market Impact - The restructuring plan was approved by the China Securities Regulatory Commission on May 14, 2025, and the asset transfer was completed on May 22, 2025, officially changing *ST Songfa's main business to shipbuilding and high-end equipment manufacturing [6]. - The expected net profit for Hengli Heavy Industry in 2025 is projected to be 1.127 billion yuan, with a commitment from the counterparty to achieve a cumulative net profit of no less than 4.8 billion yuan from 2025 to 2027, indicating a compound annual growth rate of over 15% [6]. - Following the restructuring announcement, *ST Songfa's stock price surged over 200%, closing at 53.35 yuan per share on August 11, 2023, with a total market capitalization reaching 46 billion yuan [9]. Group 3: Investor Participation and Market Sentiment - A total of 19 investors participated in the financing round, including prominent public funds, private equity, and industrial capital, indicating strong confidence in Hengli Heavy Industry's future [7]. - Notable investors included UBS AG and Citic Financial Asset Management, with significant allocations reflecting their belief in the company's growth potential [7]. - The shipbuilding industry is currently experiencing a high growth cycle, with global new ship orders expected to increase by 35% year-on-year in 2024, and Chinese shipyards capturing over 60% of the global market share [8].