（原标题：最新央企名单来了！刚刚，国务院国资委发布今年1号公告！） 来源：国资小新 国务院国资委关于组建中国雅江集团有限公司的公告 2025年第1号 国务院国资委关于组建 中国雅江集团有限公司的公告 经国务院批准，组建中国雅江集团有限公司，由国务院国有资产监督管理委员会代表国务院履行出资人职责，列入国务院国有资产监督管理委员 会履行出资人职责的企业名单。 国务院国资委 2025年7月19日 央企名录 1 中国核工业集团有限公司 2 中国航天科技集团有限公司 3 中国航天科工集团有限公司 4 中国航空工业集团有限公司 5 中国船舶集团有限公司 6 中国兵器工业集团有限公司 7 中国兵器装备集团有限公司 8 中国电子科技集团有限公司 9 中国航空发动机集团有限公司 10 中国融通资产管理集团有限公司 11 中国石油天然气集团有限公司 12 中国石油化工集团有限公司 13 中国海洋石油集团有限公司 14 国家石油天然气管网集团有限公司 15 国家电网有限公司 16 中国南方电网有限责任公司 17 中国华能集团有限公司 18 中国大唐集团有限公司 19 中国华电集团有限公司 20 国家电力投资集团有限公司 21 中国 ...

Core Insights - BlackRock's asset management scale reached a record high of approximately 12.53 trillion USD, equivalent to about 89.70 trillion RMB, as of June 30, 2025, marking an 18% year-on-year growth that exceeded market expectations [1] Group 1: Financial Performance - In Q2 2025, BlackRock attracted a net inflow of 68 billion USD, a decrease of approximately 19% from the previous quarter's 84 billion USD [1] - The total asset growth in Q2 was 943.66 billion USD, reflecting an increase of 8.15% [1] - The growth was driven by net inflows, a rebound in global stock markets, and an increase in risk asset allocation due to expectations of interest rate cuts by the Federal Reserve [1] Group 2: Business Segments - The iShares segment, a core business for BlackRock, attracted 14 billion USD in net inflows during Q2, primarily from digital asset ETFs [1] - The Bitcoin ETF, IBIT, saw a net inflow of 14 billion USD, a 366% increase compared to the previous quarter's inflow of about 3 billion USD [1] Group 3: Market Trends - There was a surge in short-term risk aversion demand in Q2, leading to a net inflow of 22 billion USD into BlackRock's money market funds [2] - Fixed income ETFs experienced a net outflow of 4.66 billion USD during the same period, influenced by an unstable interest rate environment and stock market rebound [2] Group 4: Strategic Acquisitions - BlackRock completed several acquisitions in 2025, including the purchase of private data platform Preqin for approximately 3.2 billion USD, significantly contributing to the growth of its technology services revenue, which increased by 26.3% to 499 million USD in Q2 [4] - The acquisition of HPS Investment Partners and the completion of the acquisition of GIP also led to a significant expansion of BlackRock's alternative asset scale [4] Group 5: Fundraising Achievements - GIP's fifth flagship fund raised 25.2 billion USD, setting a record for private infrastructure fund fundraising [5] - BlackRock has developed customized target date funds that allocate assets between public and private markets, enhancing its diversified client base [5]

Group 1: Fund Manager Dynamics - In Q2 2023, many high-performing funds maintained high positions, focusing on increasing investments in technology and pharmaceutical sectors, with fund managers optimistic about the value of equity assets and structural opportunities [3] - The first batch of 10 Sci-Tech Bond ETFs, attracting nearly 30 billion yuan in investments, will be listed on July 17, providing investors with efficient tools for participating in the Sci-Tech bond market [3] - On July 17, A-share market saw a net inflow of 1.891 billion yuan into industry-themed ETFs, with securities, low-volatility dividends, and photovoltaic ETFs being the main beneficiaries [6] Group 2: Fund Performance and Changes - Two new funds in the innovative drug sector have seen their net asset values double, with year-to-date increases exceeding 100%, indicating a strong outlook for the innovative drug sector [10] - As of July 11, over 1,970 funds have experienced changes in fund manager positions this year, with more than 700 funds adopting a "co-management" model to enhance management efficiency and reduce reliance on star fund managers [8] - On July 19, a significant change in leadership occurred at Fidelity Fund, with a new chairman appointed, reflecting ongoing shifts in fund management [9] Group 3: REITs and Fundraising - On July 16, two public REITs raised over 470 billion yuan in a single day, with both funds achieving full subscription on the first day of their offering [14] - The announcement of the new chairman at Huatai Fund on July 14 indicates a strategic shift within the company, as the previous chairman continues to serve in other capacities [15] Group 4: Industry Movements - A notable trend of high-profile professionals transitioning from public to private fund management is emerging, with a prominent quantitative analyst announcing the establishment of a private fund management company [17][18] - The private equity sector mourned the loss of a well-known research director, highlighting the human aspect of the industry [19]

（原标题：停运！关闭！非必要不外出！多地紧急通知） 来源：央视新闻 本周末（7月19日到20日），今年第6号台风"韦帕"逐渐靠近华南沿海。受其影响，广东多地将现强风雨 天气，珠三角等地或现大暴雨甚至特大暴雨，公众请做好防台风准备。 国家防总决定于7月18日18时针对广东、海南启动防汛防台风四级应急响应，并派出工作组赶赴广东协 助指导防汛防台风工作。 昨天（18日）深圳龙华区龙华文体中心站最大1小时雨强达到123.2毫米，已突破龙华区的小时雨量历史 纪录 今起台风"韦帕"对广东等地的影响将逐渐增强 中央气象台7月19日6时继续发布台风黄色预警： 今年第6号台风"韦帕"已于今天（19日）早晨5点钟由热带风暴级加强为强热带风暴级，其中心位于广东 省阳江市东偏南方向约880公里的海面上，就是北纬19.9度、东经120.2度，中心附近最大风力有10级 （25米/秒），中心最低气压为985百帕，七级风圈半径为260～350公里。 预计，"韦帕"将以每小时15～20公里的速度向西偏北方向移动，即将移入南海东北部海面，强度逐渐加 强，逐渐向广东深圳到海南文昌一带沿海靠近，将于20日下午至夜间在上述沿海登陆（12～14级，33 ...

据同泰基金最新公告，公司总经理助理、资产配置与产品开发部总监兼基金经理刘坚升任公司副总，成 为基金经理"绩而优则仕"的最新案例。 又有基金经理升任公司副总 又有基金经理晋升为公司副总。 7月19日，同泰基金发布高级管理人员变更公告，任命刘坚为公司副总经理。这距离他在年初被任命为 总经理助理仅过去半年时间。 Wind数据显示，刘坚自2021年10月29日、2022年11月3日先后出任同泰优选配置3个月持有混合FOF、同 泰积极配置3个月持有股票型FOF等两只基金的基金经理。 【导读】刘坚升任同泰基金副总经理 中国基金报记者 天心 又有绩优基金经理高升。 （原标题：又有绩优基金经理升职！） 公开资料显示，刘坚曾任恒生银行（中国）有限公司副总裁、宝盈基金管理有限公司产品经理、平安基 金管理有限公司产品设计副总监等职。2020年6月加入同泰基金，现任公司副总经理、资产配置与产品 开发部总监兼基金经理。就在今年1月2日，同泰基金刚公告，由刘坚担任公司总经理助理一职。 年内多位基金经理"绩而优则仕" 今年以来，基金业仍现多起基金经理"绩而优则仕"案例。 5月30日，招商基金发布公告称，自5月30日起，新任命王景、朱红裕、 ...

Group 1 - The EU has approved a new round of sanctions against Russia, which includes banning EU operators from using the "Nord Stream" pipeline and setting a price cap for oil imports [2] - The sanctions aim to target the core of the "Russian war machine," including the banking, energy, and military industries, with a new dynamic oil price cap mechanism [2] - The sanctions will continue until the end of the Russia-Ukraine conflict, as stated by EU officials [2] Group 2 - China has expressed strong opposition to the inclusion of two Chinese financial institutions in the EU's sanctions list, calling it a severe and harmful action [1] - China has emphasized its commitment to promoting peace talks regarding the Ukraine issue and has not provided lethal weapons to any conflict parties [1] - The Chinese government has stated that it will take resolute measures to protect its legitimate rights and interests in response to the sanctions [1]

Group 1 - The overall valuation of the A-share market is considered attractive, with a positive outlook on sectors such as dividends, new productive forces, and new consumption [2][3] - The Chinese economy is transitioning from high-speed growth to high-quality development, necessitating a reduction in debt-driven growth [2] - The trend of stock buybacks and dividend distributions by listed companies is increasing, enhancing the long-term investability of the Chinese capital market [3] Group 2 - The U.S. market may present structural opportunities, with the "Big and Beautiful" act likely pushing fiscal spending to new heights [3][4] - The Chinese bond market is expected to maintain an independent trajectory, with low interest rates likely to persist to support economic growth [4] - The outlook for U.S. Treasury yields suggests they may remain above 4%, limiting capital gains potential but favoring coupon income [3][4]

Core Viewpoint - Notai Bio will be subject to other risk warnings and will be suspended from trading for one day starting July 21, following the issuance of an administrative penalty notice by the China Securities Regulatory Commission (CSRC) [2][10]. Group 1: Administrative Penalty - The CSRC's administrative penalty notice indicates that Notai Bio's 2021 annual report contains false records and that the company fabricated significant false content in its public offering documents [4][8]. - Notai Bio's business transaction with Zhejiang Huabei Pharmaceutical Co., Ltd. in December 2021 led to an inflated revenue of 30 million yuan and an inflated profit of 25.9516 million yuan, accounting for 20.64% of the total profit disclosed for that period [7]. Group 2: Risk Warning Implementation - Starting July 22, Notai Bio will have its stock trading name changed to ST Notai due to the identified violations, in accordance with the Shanghai Stock Exchange's rules [10]. - During the period of other risk warnings, Notai Bio's stock will not be traded on the risk warning board, but the price fluctuation limit remains at 20% [11]. Group 3: Financial Outlook - Notai Bio projected a net profit attributable to shareholders of 300 million to 330 million yuan for the first half of 2025, representing a year-on-year growth of 32.06% to 45.27% [11].

特朗普在讲话中表示，他已签署行政令，设立联邦"战略比特币储备"和"国家数字资产储备"。同时，特 朗普重申他"绝不会允许在美国设立中央银行数字货币"。 美国众议院17日以308票赞成、122票反对的结果，通过了这一法案。该法案旨在为"锚定"美元的稳定币 制定监管框架。然而，该法案曾遭到部分人士的质疑和反对。一些民主党人认为，该法案未能为消费 者、国家安全或金融稳定提供足够的保障，并指责特朗普家族与加密货币存在联系。 美众议院通过稳定币相关法案 提振美债但风险犹存 当地时间17日，美国众议院以308票赞成、122票反对的结果，通过了《指导与建立美国稳定币国家创新 法案》（简称《天才法案》），该法案旨在为"锚定"美元的稳定币制定监管框架。该法案此前已经在参 议院获得通过，将提交给美国总统特朗普，预计将由特朗普签署成为法律。 此外，众议院当天还以294票对134票的结果，通过了《数字资产市场清晰法案》，法案此后将提交参议 院审议。该法案旨在明确美国证券和交易委员会和商品期货交易委员会的监管范围，为加密货币市场提 供明确规则。据法新社报道，该法案争议较大，难以确保最终成法。 （原标题：凌晨重磅！特朗普，签了！） 特朗普 ...

日前，二十届中央第六轮巡视开始进驻。 7月17日公布，已进驻山东。 7月18日，公布进驻天津市、贵州省、广西壮族自治区、陕西省、辽宁省。 天津 来源：中央纪委国家监委网站 根据党中央关于巡视工作的统一部署，近日，中央第十三巡视组巡视广西壮族自治区工作动员会召开。 中央第十三巡视组组长于长辉作了动员讲话，对深入学习贯彻党中央关于巡视工作的决策部署、扎实开 展巡视工作提出要求。广西壮族自治区党委书记、自治区人大常委会主任陈刚主持会议并讲话。 陈刚表示，中央第十三巡视组对广西开展巡视，充分体现了以习近平同志为核心的党中央对广西工作的 高度重视、对自治区党委班子和全区广大干部的深切关怀。我们要深入学习贯彻习近平总书记关于党的 自我革命的重要思想和关于巡视工作的重要论述，深刻认识这次中央巡视是对我区践行"两个维护"的一 次政治体检、推进全面从严治党的一次精准把脉、广西干部作风建设的一次实战检阅，从坚定拥护"两 个确立"、坚决做到"两个维护"的政治高度，严肃认真地接受巡视监督。要坚决落实党中央对巡视工作 的重大决策部署，自觉端正态度，敢于直面问题，严守纪律规矩，以对党对组织对人民高度负责的态度 自觉接受监督、主动配合巡视 ...