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国际金融市场早知道:2月10日
Group 1 - The US is set to lower the most-favored-nation tariff on Bangladeshi goods to 19%, down from 20% last year, which was previously reduced from 37%. This includes a mechanism for certain textiles to receive full tariff exemptions, providing support to Bangladesh's garment industry [1][6] - The US Energy Secretary, Chris Wright, plans to visit Venezuela to discuss the future of its state oil company, asserting that the Trump administration's interest in Venezuela is not primarily about oil [6] - The White House's National Economic Council Director, Hassett, anticipates a slight decline in US employment growth data, which is expected to reflect structural changes in the labor market rather than a weakening economic momentum. The January non-farm payroll report is expected to show an addition of approximately 70,000 jobs [6][1] Group 2 - The UK Prime Minister's communications director, Tim Allen, resigned, marking the second high-profile resignation in two days following the resignation of the Prime Minister's office director, Morgan McSweeney, due to a scandal involving a former ambassador [2][6] - The Governor of the Bank of France, Villeroy, unexpectedly announced his early resignation, set for June, despite his term originally scheduled to end in October 2027. He is viewed as a representative of the dovish faction within the European Central Bank [7] - The European Central Bank has urged the EU to expedite the digital euro initiative, warning that delays could lead to increased reliance on non-EU tech companies in digital payments and financial infrastructure [7] Group 3 - Japan's Ministry of Health reported a 1.3% decrease in real wages per capita for 2025, marking the fourth consecutive year of decline due to ongoing inflation [7] - Japanese investors are projected to net purchase 464 billion yen of German government bonds in 2025, the highest since 2017, while also net buying French and Italian bonds for the first time since 2019 and 2020, respectively. Conversely, net purchases of US Treasuries have decreased by 43%, reaching the lowest level since 2022 [7]
四大证券报精华摘要:2月10日
Group 1: Tungsten Market and Related Industries - Tungsten prices have been rising, with ammonium paratungstate (APT) price reaching over 1 million yuan per ton, attracting significant attention from the capital market [1] - Affected by the price increase of tungsten-related products, listed companies in the industry are expected to report strong performance in their 2025 earnings forecasts, with noticeable growth in product sales [1] - The price surge in the MLCC (multi-layer ceramic capacitors) market, driven by AI trends, has seen a nearly 20% increase in spot prices in South Korea, with expectations for continued growth [1] Group 2: Sodium Battery Development - Changan Automobile and CATL have launched the world's first mass-produced sodium battery passenger vehicle, marking a significant step towards large-scale application of sodium batteries in the automotive sector [2] - Sodium batteries are gaining traction due to their abundant resource availability, wide temperature range, long cycle life, and high safety, transitioning from laboratory to large-scale applications [2] Group 3: A-Share ETF Market Trends - The A-share ETF market is experiencing a shift, with traditional broad-based ETFs seeing outflows while ETFs in high-growth sectors like chemicals, telecommunications, and non-ferrous metals are attracting inflows [3] - Recent earnings forecasts from listed companies indicate a positive market sentiment, with a focus on AI, price increase chains, and overseas expansion as key investment themes [3] - Over the past month, 148 brokerages have conducted research on over 560 listed companies, a 26% increase compared to the same period last year, highlighting a growing interest in sectors such as electronics and machinery [3] Group 4: Solar Energy and Space Initiatives - Tesla is ramping up hiring for solar panel manufacturing, aiming to become the largest solar component manufacturer in the U.S., while SpaceX has acquired xAI to build a space-based data center [4] - The A-share photovoltaic sector responded positively to these developments, with a 4.53% increase in stock prices and a net inflow of 4.058 billion yuan in the photovoltaic equipment sector [4] Group 5: Banking Sector Insights - Since the beginning of 2026, listed banks have seen a surge in institutional research, particularly among small and medium-sized banks in coastal economic regions, with 54 institutional visits recorded [5] - Key topics of interest include the performance of credit in the new year, the "14th Five-Year Plan," and wealth management strategies [5] Group 6: Dye Industry Price Increases - The dye industry is experiencing a price increase trend, with companies like Fulaient notifying customers of price adjustments for various disperse dye products due to rising raw material costs [6] - The current price surge in the dye industry is driven by multiple factors, primarily the increase in prices of key upstream intermediates [6] Group 7: Fund Issuance and Foreign Investment - As of February 9, 29 new funds are set to be issued in the coming weeks, with a focus on mixed equity funds and passive index funds [7] - A total of 224 foreign institutions have conducted 569 research visits to A-share listed companies, with firms like Goldman Sachs maintaining a "overweight" rating on Chinese stocks [7] Group 8: Night Economy Initiatives - Various local governments are incorporating night economy strategies into their work reports to stimulate consumption, with initiatives in cities like Shanghai and Fujian focusing on expanding service consumption [8] - The night economy is recognized as a key driver for activating consumer potential and enhancing service consumption quality [8]
“花神”亮相上海恒隆 老铺黄金再现经典
转自:新华财经 2月7日,云集众多国际品牌旗舰的上海恒隆广场,迎来了"传世经典 传世生活——老铺黄金经典作品展"。老铺黄金继"金胎珐琅十二月花神金杯"后,用漆 器螺钿传世工艺将"十二月花神漆器螺钿金杯"璀璨呈现。 故宫博物院研究馆员张荣介绍,明代高濂所著的《遵生八笺》中曾记载,宋代有金胎漆器,但至今传世文物中没有出现过金胎漆器实物。 螺钿漆器是中国非遗之瑰宝。漆器取材漆树天然树脂,螺钿则选取优质贝壳,螺钿漆器融合漆器与螺钿,手工打磨、切割,其工艺繁复、耗时漫长,成品率 极低。其中"点螺"更是一项手工绝技,将0.5毫米以下的螺钿薄片精准镶嵌出各种花卉纹样,再多层覆盖大漆,通过精细打磨,让螺钿花纹"破漆而出",器 面平滑温润如镜、华丽光耀。 传统螺钿漆器原以木料为胎,老铺黄金古法革新,以足金为胎,将足金与漆器螺钿工艺融合,首创"十二月花神漆器螺钿足金金杯"。 胡润研究院发布的2026中国高净值人群品质生活报告中,老铺黄金连续第4年登上高净值人群最青睐的珠宝品牌榜单,并在今年进入前三甲。 编辑:柳苏源 老铺黄金"十二月花神漆器螺钿金杯",取型于清康熙年皇家瓷器"十二月花神杯",每件杯子外壁描绘有十二个月份应时花卉, ...
中国银行陕西省分行体育产业信贷余额超过20亿元
近年来,陕西中行围绕"助力体育产业"这一战略重点开展系列工作。在体育设施建设中,通过融资支持推动西安市人民体育场改造项目的完成;在冰雪运动 领域,向渭南华山冰雪世界等项目提供综合授信,助力设施升级与业态拓展;在赛事支持方面,为西安举行的女子垒球亚洲杯提供外币兑换、跨境金融等服 务,并通过支持场馆建设等方式参与赛事保障;在商洛举办的2024年国际排联沙滩排球U19世界锦标赛期间,在入驻赛事酒店为参赛人员提供跨境支付、紧 急现金支援等保障。 数据显示,截至2026年1月末,陕西中行体育产业相关信贷余额超过20亿元,涉及体育场地管理、场馆建设等17个行业大类。并通过拓展普惠金融贷款覆盖 场景,将服务延伸至小微体育企业,2025年为体育行业办理代发薪业务金额达1.4亿元。(顾沺沺) 编辑:柳苏源 转自:新华财经 陕西省第一届冬季运动会日前在榆林开幕,中国银行陕西省分行(简称陕西中行)将账户管理、支付结算等环节纳入赛事组织流程,为赛事提供相关金融服 务。数据显示,截至2026年1月末,陕西中行体育产业相关信贷余额已超过20亿元。 据了解,中国银行榆林分行组建专业团队,以市内9个网点为依托,为筹备委员会、参赛队及运动员提 ...
工商银行金融赋能第55届成都国际熊猫灯会
编辑:湛玮琦 二是商户赋能强根基,构建智慧经营新生态。针对灯会流动消费场景特点,工行成都分行聚焦灯会集市80余户商户精准优化金融服务供给,为商户提供扫码 支付收单服务。同时通过简化结算流程、降低收单手续费等务实举措,切实减轻商户经营负担、提升资金周转效率。同时依托交易数据积累,为商户后续精 准服务提供坚实数据支撑,助力传统集市商户向数字化、智能化经营转型,进一步夯实实体经济发展根基。 三是场景融合拓边界,深化文旅赋能新实践。一方面,将灯会门票销售精准接入"职工普惠"平台,充分发挥客户资源优势,依托工会系统、企业客户等渠道 广泛推广,既拓宽了灯会票务销售渠道,也为平台用户提供了优质文化消费新选择;另一方面,以文化赞助为纽带,专属赞助"锦绣成都"主题灯组,生动传 递工行成都分行扎根本土、服务实体经济的品牌理念,同时在灯会现场打造沉浸式支付场景,推动支付服务与灯会美学有机融合。 此次金融赋能成都国际熊猫灯会,既是工行四川省分行践行金融为民初心、助力地方文旅产业升级的生动实践,更是落实金融高质量发展要求、以金融活水 激活城市文旅活力的有力探索。未来,工行四川省分行将持续深耕全省文旅产业,以更多元的金融产品、更优质的服 ...
“A+H”又一家 澜起科技港交所上市
澜起科技首日表现强劲,开盘报168港元,较每股106.9港元的发行价高开57.17%。截至当日收盘,报 175港元,涨63.72%,对应总市值超2121亿港元。 转自:新华财经 据悉,澜起科技成立于2004年5月,总部位于上海。公司于2019年7月在上海交易所科创板挂牌上市。 新华财经香港2月9日电(记者林迎楠)澜起科技股份有限公司9日在香港交易所主板正式挂牌交易,实 现"A+H"双上市平台。 招股书显示,澜起科技此次发售6589万股,每股定价106.89港元,募集资金总额约70.43亿港元,募资净 额约69.05亿港元。此次H股上市募集的资金将主要用于深化公司的国际化战略布局、持续吸引并集聚优 秀的研发与管理人才、增强境外融资能力等三个方面。 澜起科技表示,受益于AI产业趋势,行业需求旺盛,互连类芯片出货量增加推动公司2025年度经营业 绩较上年同期实现大幅增长。公司日前发布的公告预计,澜起科技2025年度净利润将达到21.5亿元至 23.5亿元人民币,较上年同期增长52.29%至66.46%。扣除非经常性损益后的净利润预计为19.2亿元至 21.2亿元人民币,增幅最高接近70%。 编辑:罗浩 ...
建行山东省分行以全链条金融解决方案赋能企业出海
转自:新华财经 编辑:赵鼎 建行山东省分行不满足于基础融资服务的"标配",深耕外贸提质增效赛道,主动向绿色贸易、数字贸易 等高端业态聚焦发力。2025年,该行依托"鲁贸贷"赋能外贸企业1400余户,投放贷款超30亿元;通过协 办跨境电商生态大会、参与"万企出海"行动,以金融纽带助力"好品山东"走向全球,同时率先推出"关 银一KEY通",服务8.2万余家企业,实现报关、结算、融资"一站式"办结,提升贸易便利度。 同时,该行积极推动高水平"走出去"与"引进来"同频共振,为万华、重汽等行业龙头量身定制跨境供应 链金融方案,实现境内外资金流、物流、信息流的无缝衔接与协同联动。该行精准对接国家重点战略项 目,为魏桥集团几内亚西芒杜铁矿项目注入5.68亿元境外融资"活水"。截至2025年末,该行"走出去"项 目融资余额已稳步攀升至45亿元。 此外,建行山东省分行不断夯实服务根基,精选30家特色支行、70家网点打造国际业务服务矩阵。自 2019年底建行"全球撮合家"平台上线以来,该行依托该平台举办33场跨境撮合活动,联动1.6万家企 业,达成超10亿元合作意向;以"跨境快贷"产品累计投放信贷资金9.55亿元,助力山东厚朴生 ...
建行山东省分行以场景金融激活消费新生态
转自:新华财经 内需旺则经济兴。在济南的一家商场里,退休教师李女士轻点手机,用"建行生活"App积分抵扣完成支 付,30元优惠迅速到账;在烟台的一家家电卖场,市民张女士凭借平台领取的政府补贴资格,为新家购 置冰箱省下数百元。 截至目前,建行山东省分行实现3000余家设备更新重点客户对接全覆盖,累计投放贷款超50亿元;在服 务消费与养老领域投放贷款500亿元,个人消费贷款投放500亿元;信用卡消费交易额超1300亿元,新能 源车分期交易额超23亿元;2025年个人住房贷款发放额达214亿元,精准助力房地产市场平稳运行与民 生改善。(戚麟) 编辑:赵鼎 2025年,建行山东省分行将政府消费券发放、商户数字化转型与百姓实惠紧密串联,打造"银行搭台、 政企联动、市民受益"的活力生态,依托"建行生活"平台承接政府消费券9.57亿元,拉动地方消费44.8亿 元,惠及近76万消费者,合作商户销售额显著攀升。 针对"以旧换新"政策落地痛点,建行山东省分行引入OCR图像识别技术,将繁琐的信息填报转化为智能 读取;新增11家本土银行绑卡支付,打通微信支付渠道,降低消费支付门槛;筑牢智能风控防线,通过 大数据模型精准拦截"代领套券 ...
致敬城市守护者,厦门太古可口可乐为一线劳动者送新春礼
与此同时,这份温暖也流淌进了社区与公益机构。厦门太古可口可乐公司志愿者走进周边的社区,将礼包送至社区 物业,通过物业分发,社区居民也接收到了融融暖意。更令人感动的是,关爱并未停留于此——志愿者们还走进厦 门星宝贝康复服务有限公司,为孤独症青年送上可口可乐积木;前往福建省随心助残公益服务中心,带去可口可乐 新春公益礼包。这些看似简单的礼物,承载着厦门太古可口可乐社会对特殊群体的真诚关注与陪伴,让新年祝福直 抵心灵。 而这份满载心意的礼包,本身就是一份精心设计的新年"艺术品"。它基于可口可乐中国"绽放这一刻,让我们年在 一起"的新年主题,以生肖马和绚烂烟花为核心设计元素,巧妙融入传统吉祥符号,并创新结合中国非物质文化遗 产——刺绣艺术,使礼包里里外外洋溢着喜气与巧思。 【新华企业资讯2月9日】马年将至,城市中最为忙碌的群体之一,便是保障社会基础运转的一线劳动者。近日,厦 门太古可口可乐"太有爱"志愿队发起专项公益行动,将目光聚焦于这些平凡而重要的城市守护者,为他们送去量身 定制的新春祝福与温暖关怀。 志愿者的足迹遍及街头巷尾,他们寻找并问候正在工作中的身影。清晨微光中,环卫工人接过礼包,露出了惊喜的 笑容;奔忙的 ...
上汽集团自保公司与诺德达成战略合作,以“产业+服务”协同助力品牌出海
【新华企业资讯2月9日】在新一轮科技革命和产业变革加速推进的背景下,中国汽车产业正加快向电动化、智能化、网联 化方向转型升级。一批具备技术创新能力和规模优势的中国汽车企业正持续拓展海外市场,在全球新能源汽车和智能网联 汽车产业中提升影响力和话语权。在这一进程中,如何有效应对海外运营中的复杂风险,成为汽车企业实现稳健"走出 去"的重要课题。 近日,上汽集团全资自保公司上海汽车集团保险有限公司与独立保险经纪公司诺德(Lockton)达成战略合作伙伴关系。双 方将围绕上汽汽车品牌国际化进程,在风险管理、保险解决方案及跨境运营支持等领域展开深度合作,助力中国汽车产业 实现高质量、可持续的国际化发展。 上海汽车集团保险有限公司总经理马坚(左一)及诺德保险经纪亚洲区特险负责人 Jaideep(Jay)Sharma共同签署战略合作 双方还将结合上汽集团在新能源汽车和智能化领域的技术积累,以及诺德保险经纪的全球市场洞察,重点探索海外保险架 构设计、售后服务风险保障以及与数据和技术相关的新型风险解决方案,支持中国汽车企业在不同市场中形成更加一致、 可持续的运营模式。 本次战略合作汇集了上汽集团在汽车制造、技术创新和全球化布局方 ...