1月29日，中国金币集团有限公司发布提示信息称，近期贵金属原材料价格持续大幅攀升，特提醒广大贵金属纪念币集藏爱好者，理性参与投资，注意管 控风险。 中国金币集团是经国务院批准，我国唯一经营贵金属纪念币的行业性公司，于1987年8月成立运行，履行贵金属纪念币立项、设计、生产、发售、宣传、 客服等具体职能，是央行货币发行职能的业务延伸和货币发行体系的重要组成单位。 中国龙银质纪念币被爆炒 1月29日，"10元中国龙银质纪念币被炒到1万多"话题冲上百度热搜。有媒体报道称，日前在二手交易平台金币云集App上，10元面额的2025版中国龙银质 纪念币溢价明显，有商家开价1.26万元售卖。 基金君查询发现，截至目前，该平台上2025版中国龙银质纪念币最低报价为170元，最高的一位商家报出2枚16.652万元的价格，溢价倍数高达8326倍。 | 纪念币简称 | 2025中国龙银币 | | --- | --- | | 装帧类型 | 封装 | | 封装评级公司 | 中国金币 | | 证书编号 | 000000 | 27403 + 关注卖家 山东省 | 7分钟前来过 → 卖方信用良好 好评率100% 芝麻信用 ■授权> ¥ 16 ...

1月29日，中国金币集团有限公司发布提示信息称，近期贵金属原材料价格持续大幅攀升，特提醒广大贵金属纪念币集藏爱好者，理性参与投资，注意管 控风险。 中国金币集团是经国务院批准，我国唯一经营贵金属纪念币的行业性公司，于1987年8月成立运行，履行贵金属纪念币立项、设计、生产、发售、宣传、 客服等具体职能，是央行货币发行职能的业务延伸和货币发行体系的重要组成单位。 中国龙银质纪念币被爆炒 0人收藏 | 93人次浏览 | 1人想要 2025 版中国龙银质纪念币 中国封装龙银币共2枚,品相好,中国金币总公司紧发行 50000枚,证码龙号统一荧光防伪,收藏送礼佳品。 注意:贵重物品,售出不退不换。 2 山东省 烟台市 莱州市 城港路街道 装帧及证书 纪念币简称 装帧类型 封装评级公司 证书编号 1月29日，"10元中国龙银质纪念币被炒到1万多"话题冲上百度热搜。有媒体报道称，日前在二手交易平台金币云集App上，10元面额的2025版中国龙银质 纪念币溢价明显，有商家开价1.26万元售卖。 基金君查询发现，截至目前，该平台上2025版中国龙银质纪念币最低报价为170元，最高的一位商家报出2枚16.652万元的价格，溢价倍 ...

Core Viewpoint - iMoutai has issued a statement condemning the sale of software that claims to enhance the purchasing success rate on its platform, emphasizing the need to maintain fair market order and protect consumer rights [1][3]. Group 1: Company Actions - iMoutai has identified merchants selling "purchase assist" software, which disrupts market order and may violate multiple laws, including the Civil Code and Cybersecurity Law of China [3]. - The company has collected evidence of these violations and reserves the right to take legal action against the responsible parties to uphold market order and consumer rights [3]. - iMoutai has established a multi-layered risk prevention system and has intercepted 426 million abnormal activities since January 1, 2026, ensuring no bulk irregular transactions occur on its platform [3]. Group 2: Market Context - The sale of software, such as "Storm Sniffer," which claims to allow users to purchase products before they officially go on sale, has created a gray market [4][12]. - Prices for these software packages range from 5.99 to 30 yuan, with some listings showing over 50 sales and positive reviews from users [5][8]. - The launch of the 2026 vintage Moutai at an official price of 1499 yuan has led to increased demand, with the market price for the product rising to approximately 1600 yuan per bottle as of January 29 [13].

Group 1 - Slovenia's first panda bond is imminent, with preliminary approval from the National Association of Financial Market Institutional Investors (NAFMII) and expected issuance within approximately eight weeks, depending on market conditions [4] - The issuance of panda bonds is strategically significant for Slovenia, as it diversifies financing channels and strengthens bilateral relations with China, similar to the successful Samurai bonds issued in Japan [4][6] - Slovenia aims to enhance cooperation with various countries, accelerated by recent global political changes, particularly those stemming from the United States [7] Group 2 - Slovenia is actively developing a national AI platform and collaborating with major AI platforms to leverage the transformative potential of AI across various sectors, including healthcare and education [9][10] - The country recognizes the importance of participating in AI development rather than solely focusing on regulation, aiming to reshape its priorities in the context of AI [10] - Slovenia sees significant opportunities for collaboration with China in sectors such as insurance, biotechnology, and pharmaceuticals, leveraging its skilled workforce and competitive industries [15][17]

【导读】香港首只实物黄金ETF上市，香港正着力发展为国际黄金交易中心 此外，子基金亦可将不超过其10%的资产净值，投资于金融衍生工具(如黄金期货)、现金及现金等价物 (包括根据《守则》第8.2章获认可的货币市场基金)、香港证监会认可的纸黄金计划，以及香港证监会认 可并在联交所上市、主要投资目标为追踪黄金指标表现的其他实物ETF，以此提升投资组合管理效率、 降低交易成本，同时用于现金管理及对冲。 恒生银行执行董事兼行政总裁林慧虹表示："恒生投资推出恒生黄金ETF，标志着恒生投资在丰富ETF产 品组合、为投资者拓展投资渠道方面迈出了一大步。恒生黄金ETF的推出，体现了我们致力于推动香港 成为领先国际黄金交易枢纽的坚定承诺。" 恒生投资管理董事兼行政总裁李佩珊表示："作为香港首只可于银行赎回实物黄金的ETF，本产品为个 人投资者提供了便捷的黄金市场投资方式，助力其在股债之外灵活布局其他资产类别。未来，恒生投资 将持续推出多元化产品，协助客户一站式灵活调整投资组合，实现财富稳健增长。"香港正着力发展为 国际黄金交易中心 许正宇在上市仪式上表示，恒生黄金ETF的上市，为香港发展成为国际黄金交易中心提供了有力支撑， 同时 ...

Core Viewpoint - Su Dawei Ge forecasts a net loss of 17 million to 25 million yuan for the year 2025, a significant improvement compared to the previous year's loss of 58.05 million yuan [2] Group 1: Financial Performance - The company's net profit loss has narrowed significantly, with a non-recurring net profit loss improving from 94.42 million yuan in the previous year [2] - The core business shows strong performance, with steady revenue growth in micro-nano optical materials [2] Group 2: Business Development - The ultra-thin high-brightness light guide film has successfully expanded in the notebook and AIPC sectors, while the nano-textured film has achieved revenue and profit growth due to downstream mass production [2] - The public safety and new 3D printing materials business has mitigated the impact of consumer downturn by expanding new clients in card games, trendy toys, and tobacco packaging [2] Group 3: Strategic Focus - The decline in reflective materials business has shown significant improvement, with losses continuing to narrow [2] - The improvement in performance is attributed to a substantial reduction in asset impairment losses and steady enhancement of core business profitability [2] - The company is focusing on strategic development by increasing R&D investment in AR waveguides, grating rulers, micro-lenses, and photolithography equipment, while promoting external investments and acquisitions in the semiconductor-related optical equipment and materials sector [2]

Core Viewpoint - The emergence of "fund KOLs" (Key Opinion Leaders) on social media platforms has created a dual-edged sword effect, necessitating public funds to strengthen risk isolation and reassess collaboration boundaries [1][6][8]. Group 1: Business Model of Fund KOLs - The mainstream operation model of fund KOLs is characterized as "companion IP + traffic monetization," where KOLs build trust through sharing personal investment experiences and emotional outputs [2][3]. - Fund KOLs generate income through explicit revenue streams such as traffic sharing and content payment, as well as implicit income through guiding followers to specific funds [2][4]. - There is a strategic differentiation in how public funds utilize traffic, with industry giants focusing on self-controlled private traffic and smaller firms either aggressively pursuing traffic or cautiously experimenting within budget constraints [3][4]. Group 2: Compliance and Regulatory Concerns - Concerns have been raised regarding the existence of a gray industry chain behind fund KOLs, where they may lead followers to specific funds without proper qualifications [4][5]. - The regulatory environment is currently ambiguous, with challenges in defining the boundary between personal record sharing and commercial inducement, complicating enforcement [10][11]. - There is a call for platforms to assume greater responsibility for compliance, ensuring that KOLs are held accountable for their actions and that the risks are not solely borne by licensed fund companies [12][18]. Group 3: Recommendations for Improvement - Fund companies are advised to implement decision separation, establish a whitelist for KOLs, and include strict compliance clauses in contracts to mitigate risks [7][12]. - The industry is encouraged to shift from a focus on short-term traffic to long-term risk management, emphasizing compliance and content that is less marketing-driven [7][16]. - There is a suggestion to incorporate "real-time rankings" and "follow lists" into regulatory frameworks to address the influence of KOLs on investor behavior [15][16]. Group 4: Long-term Industry Vision - The public fund industry is urged to adopt a long-term perspective, focusing on building a healthy cycle of investment research, performance reputation, and growth [17][19]. - Strengthening investor education is highlighted as a crucial element in promoting long-term investment values and managing risks effectively [19][20]. - The ultimate goal is to transform short-term traffic into manageable long-term assets, ensuring a win-win situation for both the industry and investors [20].

【导读】中农联合盘中走出准"天地板" 中国基金报记者 晨曦 刚刚，又见"天地板"！ 1月29日，中农联合在竞价阶段即涨停，股价为27.95元/股，走出5连板。然而，开盘后中农联合迅速跳 水，最低跌至22.88元/股，振幅达19.95%，走出准"天地板"行情。 | G | 中农联合(003042) | | | | --- | --- | --- | --- | | 交易中 01-29 14:33:36 | | | | | 22.98 额9.91亿 股本 1.42亿 市盈率29.44 | 万得 | | | | 盘口 | -2.43 -9.56% 换 32.7% 市值 32.7亿 市净 2.49 | | | | 分时 | 五日 日K 周K 月K 更多 ◎ | | | | 均价: 23.78 盘口 资金 | | 營加 | | | 27.95 | 10.00％ 卖5 23.06 9 | | | | 卖4 23.05 | 36 | | | | 卖3 | 23.04 0 | | | | 重2 | 23.00 7 | | | | 25.41 | 0.00% 率1 22.99 4 | | | | 22.98 | 灵1 15 | ...

1月29日午后，白酒板块午后集体上攻，走出一波新行情。酒类指数大涨超8%，皇台酒业、酒鬼酒、古井贡酒、中信尼雅、金徽酒、金种子酒、舍得 酒业、泸州老窖、山西汾酒等纷纷涨停。 白酒股集体暴涨！ 贵州茅台盘中涨近9%，单日涨幅创近期新高。 网友纷纷表示："这是我的茅台么？""能到1400以上真是想不到""茅台今天变成黄金股了"。 消息面上，据渠道人士反映，受春节旺季需求向好等因素影响，部分茅台经销商已到货的飞天茅台（53度、500ml）1月和2月配额已售罄。飞天茅台批 价近日持续上涨，已突破1600元/瓶。 此前，知名投资人段永平曾发声称："拉长时间看，茅台当前股价'真的不贵'。"他还高度评价了i茅台的市场化改革："一段时间内，茅台的销售肯定会 受到房地产行业等因素影响，但长期来讲，i茅台很可能解决了在哪里能买到真茅台的问题，似乎打开了普通老百姓消费的口子。" 招商证券近期研报提到，从动销跟踪看，近期茅台动销及批价均好于市场预期，2月（节前两周）传统渠道动销有望加速。结合基金四季报持仓，白酒 板块重仓比例已降至3.5%，重申白酒底部买点已经出现。 | 名称 | 现价 | 涨跌幅 -- | | --- | --- ...

【导读】白酒板块午后集体上攻，贵州茅台涨近9% 中国基金报记者晨曦 刚刚，白酒股集体暴涨！ 1月29日午后，白酒板块午后集体上攻，走出一波新行情。酒类指数大涨超8%，皇台酒业、酒鬼酒、古井贡酒、中信尼雅、金徽酒、金种子酒、舍得 酒业、泸州老窖、山西汾酒等纷纷涨停。 < w | 山西汾酒 | 177.38 | 9.98% | | --- | --- | --- | | 600809.SH | | | | 迎驾贡酒 | 42.36 | 9.32% | | 603198.SH | | | | 디子答 | 31.04 | 8.95% | | 603589.SH | | | | 五 粮 液 | 109.34 | 8.58% | | 000858.SZ | | | | 贵州茅台 | 1437.17 | 8.57% | | 600519.SH | | | | 古越龙山 | 10.72 | 8.28% | | 600059.SH | | | | 今世缘 | 34.94 | 8.44% | | 603369.SH | | | | 天佑德酒 | 9.70 | 8.74% | | 002646.SZ | | | | 老白干酒 | ...