【导读】*ST赛隆开盘再次跌停，年报审计机构以任务繁重为由辞任 1月30日，*ST赛隆（002898）开盘即封死跌停板。截至发稿，*ST赛隆股价报11.37元/股，跌幅达5.01%，总市值为20.01亿元。 1月29日晚间，*ST赛隆发布公告称，北京国府嘉盈会计师事务所（特殊普通合伙）（以下简称国府嘉盈）辞任公司2025年度财报审计机 构。 按照相关要求，A股公司披露2025年年报的截止时间是2026年4月30日。 《深圳证券交易所股票上市规则（2025年修订）》显示，上市公司应当合理安排新聘或续聘会计师事务所的时间，不得因未能及时聘请会 计师事务所影响定期报告的按期披露。 审计机构任职不足半个月辞任 辞任理由与前任审计机构相同 公告显示，1月27日，*ST赛隆收到国府嘉盈发来的《辞任函》。《辞任函》显示，自即日起，国府嘉盈辞任*ST赛隆2025年度财报审计机 构。 公告显示，国府嘉盈成立于2006年3月16日，2024年度末的合伙人、注册会计师数量分别为34人、162人，2024年上市公司审计客户达7家。 此前，*ST赛隆决定聘任国府嘉盈担任其2025年度财报审计机构，原因是*ST赛隆的前任审计机构辞任。 ...

Core Viewpoint - The regulatory authorities have intensified scrutiny on fund companies, particularly focusing on D Fund Company for engaging in marketing collaborations with unqualified influencers, leading to corrective measures and accountability for responsible personnel [1][2]. Group 1: Regulatory Actions - The regulatory report indicates that D Fund Company faced a significant increase in daily subscription volume exceeding 10 billion, raising concerns about potential violations in sales practices [2]. - D Fund Company was found to have collaborated with unqualified internet influencers, paying substantial advertising fees to promote its products, which misled investors regarding risk levels [2]. - The regulatory authorities have mandated D Fund Company to rectify its practices and have suspended the acceptance of new public fund product registrations [2]. Group 2: Violations and Concerns - The report highlights that some fund sales institutions and unlicensed third-party platforms have resumed offering "real-time fund valuation" features, which could mislead investors and dilute fund product returns [3][4]. - The emergence of features like "increased investment rankings" and "real account rankings" on these platforms has raised further concerns about investor misguidance [3]. Group 3: Regulatory Requirements - The report emphasizes the need for fund companies and sales institutions to enhance investor suitability management, ensuring that appropriate products are sold to suitable investors to prevent risk mismatches [5]. - Fund companies and sales institutions are strictly prohibited from collaborating with unqualified internet influencers for any form of fund sales or promotional activities [5]. - Fund sales institutions and third-party platforms are required to conduct self-inspections and remove misleading features such as "real-time fund valuation" and "investment rankings" [6].

【导读】贵金属现货、期货合约集体大跳水 刚刚，贵金属集体崩了！ 1月30日，现货黄金盘中急速跳水，最低跌至5111.96美元/盎司，跌幅近5%。 现货白银同步大跌，最低价跌至107.947美元/盎司，跌幅近7%。 | 名称 | 现价 | 淵鉄 | 涨跌幅 | | --- | --- | --- | --- | | 沪银2602 | 29345 | -1535 | -4.97% | | 沪银2603 | 29400 | -1392 | -4.52% | | 沪银2604 | 28801 | -934 | -3.14% | | 治−第2605 | 28523 | -856 | -2.91% | | 沖縄2606 | 28243 | -1071 | -3.65% | | 名称 | 现价 | 涨跌 | 涨跌幅 | | 辑2606 | 640.00 | | -74.85 -10.47% | | 辑2608 | 640.05 | | -73.90 -10.35% | | 铂2610 | | 633.00 - -82.65 -11.55% | | | 铂2612 | | 640.00 - -78.85 -10.97% | ...

Group 1 - ST Yingfituo experienced a significant stock price fluctuation, initially dropping to 2.19 CNY per share before rising to 2.43 CNY, marking a 5.19% increase with a trading range of 10.39% and a total market value of 2.913 billion CNY [1] - Following three consecutive days of decline, investors reacted positively to the stock's recovery, expressing surprise and excitement over the price rebound [2] - ST Yingfituo announced a projected net loss of 240 million to 310 million CNY for 2025, with expected net assets of -65 million to -130 million CNY by the end of 2025, indicating a potential delisting risk due to negative net assets [2] Group 2 - ST Yanshi also saw a similar stock price surge, reaching 2.18 CNY per share, following a significant price fluctuation [3] - The company projected an annual revenue of less than 300 million CNY for 2025, with both pre-tax and post-tax net profits expected to be negative, leading to a potential termination of its listing due to financial issues [3]

【导读】ST英飞拓、*ST岩石走出"地天板" 中国基金报记者 晨曦 市场震荡之际，又见"地天板"！ 1月30日，ST英飞拓在竞价阶段再度跌停，开盘报2.19元/股。随后股价直线拉升，迅速拉出"地天板"的 成绩。截至发稿，ST英飞拓报2.43元/股，涨幅为5.19%；当日振幅为10.39%，总市值为29.13亿元。 连跌3日后，对于今天的"开板放人"，股民们一片欢腾，大呼"想不到今天会开板""做梦开板了"。 此前，ST英飞拓于1月26日晚间披露2025年业绩预告，2025年预计净亏损2.4亿元至3.1亿元，亏损金额 有所缩减。同时，ST英飞拓预计，截至2025年末归母净资产为-0.65亿元至-1.3亿元，符合出现"最近一 个会计年度经审计的期末净资产为负值"的情形，公司股票交易将在2025年年度报告披露后被实施退市 风险警示，即股票简称变为*ST英飞拓。 此后，ST英飞拓股价持续走低，1月27日—1月29日连续3个交易日跌停。1月29日晚间，ST英飞拓发布 股票交易异常波动公告称，公司前期披露的信息不存在需要更正、补充之处，不存在应披露而未披露信 息。 | 最高:2.43 | 今开: 2.19 | 涨停:2.4 ...

【导读】贵金属概念股集体调整，农业板块快速走高 1月30日开盘，A股三大指数震荡走低，截至发稿，沪指跌0.51%，深成指跌0.80%，创业板指跌0.11%。 | 上证指数 | 深证成指 | 科创综指 | | | --- | --- | --- | --- | | 4136.78 | 14185.16 | 1828.84 | | | -21.21 -0.51% -114.92 -0.80% -2.26 -0.12% | | | | | 万得全A | 创业板指 | 北证50 | | | 6798.52 | 3300.89 | 1519.85 | | | -48.76 -0.71% -3.62 -0.11% | | -16.15 -1.05% | | | 沪深300 | 中证500 | 中证A500 | | | 4716.59 | 8407.95 | 5909.75 | | | -37.28 -0.78% -109.89 -1.29% -59.16 -0.99% | | | | | 中证1000 | 深证100 | 中证红利 | | | 8269.84 | 5823.30 | 5745.32 | | | -62.3 ...

Group 1: Cryptocurrency Market Overview - Bitcoin has dropped over 5%, reaching a low of $83,338.3 per coin, with a latest price of $84,311.6, reflecting a 24-hour decline of 5.32% [1] - Ethereum has also seen a decline, touching $2,752.5 per coin, currently priced at $2,805, with a 24-hour drop of 6.65% [2] - SOL has fallen below $120, currently at $117.6, with a 24-hour decrease of 5.85%. Other cryptocurrencies like Dogecoin and BNB have also dropped over 4% [3] Group 2: Liquidation Data - Over the past 24 hours, more than 220,000 traders have been liquidated in the cryptocurrency market, with a total liquidation amount of $994 million, including $900 million from long positions and $94.168 million from short positions [4] - Liquidation amounts over different time frames include: - 1 hour: $5.059 million total, with $3.429 million from long positions and $1.629 million from short positions - 4 hours: $22.19 million total, with $9.686 million from long positions and $12.504 million from short positions - 12 hours: $790 million total, with $720 million from long positions and $70.469 million from short positions - 24 hours: $994 million total, with $900 million from long positions and $94.168 million from short positions [5] Group 3: Market Capitalization and Geopolitical Factors - The total market capitalization of cryptocurrencies has fallen below $3 trillion, currently at $2.953 trillion, with a 24-hour evaporation of 5.1% [6] - Geopolitical tensions are rising, particularly involving the U.S. and Iran, which may be contributing to the volatility in the cryptocurrency market [6] - The U.S. has announced tariffs on goods from countries selling oil to Cuba, which may further impact market sentiment [6] Group 4: Precious Metals Market - Following significant fluctuations, gold and silver prices initially surged by over 1.4% and 2% respectively, but subsequently experienced a sharp decline, nearing a 1% drop at the time of reporting [7]

【导读】中国铝业与力拓拟斥资62.86亿元人民币，联合收购巴西铝业68.596%股权 中国基金报记者 卢鸰 中国铝业1月30日早间公告，拟与国际矿业巨头力拓斥资62.86亿元人民币，联合收购巴西铝业68.596% 股权。 1月29日，中国铝业股价大涨7.53%，最新市值为2604亿元。 巴西历史最悠久的铝业企业之一 作为巴西历史最悠久的铝业企业之一，巴西铝业具有良好的资源自给、稳定的自备绿电和深厚的品牌积 淀等核心优势，并于1941年依据巴西法律设立于巴西圣保罗州，于2021年在巴西证券期货交易所 （B3）上市（股票代码：CBAV3），目前总股本约6.51亿股。 巴西铝业拥有涵盖铝土矿、氧化铝、电解铝、铝加工、再生铝及电力供应的完整铝产业链，产品广泛应 用于包装、汽车等行业，瞄准巴西市场，辐射国际市场。 拟联合收购巴西铝业68.596%股权 中国铝业1月30日早间公告，公司全资子公司中铝香港拟通过附属公司与力拓共同出资在巴西设立合资 公司，其中，中铝香港之附属公司拟持有合资公司67%的股权，力拓拟持有合资公司33%的股权。合资 公司将作为公司的附属公司纳入公司合并报表范围。截至公告披露日，中铝香港与力拓尚未就 ...

【导读】黄金、白银史诗级巨震，黄金单日狂震500美元，盘中大跳水，收盘大逆转；原油价格走高 美东时间1月29日（周四），美国三大股指收盘涨跌不一，科技股下挫拖累纳指走低，微软财报引得市 场重新审视与人工智能相关的巨额支出。贵金属价格大幅波动，布伦特原油期货自去年7月份以来首次 收于每桶70美元上方。 美股三大股指走势震荡 指数方面，道指跌55.96点，跌幅为0.11%，报49071.56点；纳指跌172.33点，跌幅为0.72%，报23685.12 点；标普500指数跌9.02点，跌幅为0.13%，报6969.01点。 美联储在最新利率决议中宣布维持联邦基金利率目标区间3.50%～3.75%不变，中止此前连续三次降 息。声明上调对经济活动评估，称其"稳健"扩张，指出失业率有企稳迹象，但通胀"略显偏高"。 市场随即下调降息预期：投资者将4月再次降息的概率降至26%，并认为6月是下一次可能的窗口。 富国银行投资研究所全球股票及实物资产主管Sameer Samana表示："美联储声明符合预期，市场常因意 外波动。期待盈利和经济数据推动下一波上涨，不过对2026年中期选举相关波动也不会意外。" 特朗普表示，他将在下周 ...

（原标题：16人，被暂停资格） 【导读】保代D类名单更新，16位保代被暂停签字资格 中国基金报记者 莫琳 1月29日，中国证券业协会官网更新了保荐代表人（以下简称保代）分类名单，其中16位成为D类保代，这些保代将暂时失去签字资格。 记者注意到，与去年6月更新的D类名单相比，4位保代被剔出D类名单，新增的3位保代分别来自第一创业证券、国联民生证券和东吴证券。 此外，C类保代名单有281人，2025年有86位上榜，较当年6月新增35位。 16位保代被暂停签字资格 据了解，中证协对保代D类名单（暂停业务类）保持动态更新，处罚期限届满，满足相关整改要求后，被公示者将会离开D类名单。 据记者不完全统计，在D类名单被公示过的保代大多离开了保荐代表人的岗位，或离开券商，或从事"一般证券业务"。 近日中国证券业协会发布修订后的《证券公司投行业务质量评价办法》（以下简称《评价办法》），此次修订明确将评价期内进入审核注册环节 的沪深交易所IPO、存托凭证、上市公司再融资（新股或可转债）等保荐项目全部纳入评价；同时明确跨年度项目与顺延项目的处理规则，解决 了此前评价范围界定模糊的行业痛点。 具体来看，范本源，第一创业证券承销保荐， ...