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股东连环“爆雷”,山西银行4.16亿股股权流拍
Guan Cha Zhe Wang· 2026-01-13 02:51
(原标题:股东连环"爆雷",山西银行4.16亿股股权流拍) 【文/羽扇观金工作室】 1月12日,阿里资产网站显示,中融新大集团有限公司单独持有山西银行415986452股股权及孳息。此次 拍卖虽有1274次围观,但在开拍24小时后,还是因无人出价而流拍。 相关信息显示,此次股权拍卖起拍价4.17亿元,每股均价约1块钱,占山西银行总股本约1.61%。 第四大股东的破产重整并非孤例,山西银行的股东阵营早已乱象丛生。第三大股东大同市经济建设投资 集团有限责任公司自2025年9月以来6次成为被执行人,累计被执行金额约2.45亿元,历史被执行总金额 更是达到 3.60 亿元;第五大股东山西聚源煤化有限公司也未能幸免,2025年8月被宁波市中级人民法院 立案执行,涉及金额约 1.10 亿元。 山西银行前10大股东 企业预警通 另外值得关注的是,这并非山西银行股权首次遭遇流拍。 2022年11月,时任山西银行第九大股东的青岛大宗商品交易中心,将其持有的1.51亿股拍卖,首次拍卖 流拍,次月降价后再拍卖,最终撤回; 2023年10月,青岛大宗商品交易中心再次拍卖其持有的3885.62万股股权,仍以流拍收尾; 另一方面,此次拍 ...
光伏取消出口退税,释放了怎样的信号?
Guan Cha Zhe Wang· 2026-01-13 02:48
Core Viewpoint - The Chinese government is set to eliminate export tax rebates for photovoltaic (PV) components starting April 1, 2026, and reduce the rebate for power batteries from 9% to 6%, with a complete removal by 2027. This shift reflects the strength of China's PV and battery industries, which no longer require such subsidies to compete globally [2][5][9]. Group 1: Export Tax Rebate Changes - The export tax rebate policy was originally designed to encourage exports by refunding value-added tax to exporters, effectively acting as a form of trade subsidy [3]. - The rebate for PV components will be completely removed due to China's dominant market position, with over 60% global market share and some core components exceeding 80% [5][7]. - The power battery export rebate will be reduced and phased out, as China has established a strong competitive advantage in this sector, with only a few global competitors [7][8]. Group 2: Market Dynamics and Implications - The removal of export rebates aims to combat price wars that have led to unsustainable low pricing, which could harm long-term competitiveness and innovation in the PV sector [5][7]. - The government is promoting a shift from price competition to technological innovation, which is essential for maintaining high profit margins and fostering industry growth [7]. - The cancellation of export subsidies is seen as a way to redirect financial resources towards domestic consumption, rather than subsidizing exports, as China's trade surplus has reached unprecedented levels [9][11]. Group 3: Future Investment Focus - The funds saved from eliminating export tax rebates are intended to be reinvested in domestic consumption, such as housing, automotive purchases, and public services [11]. - This strategic pivot indicates a significant shift in China's economic policy, focusing on internal market stimulation rather than solely on export-driven growth [11].
道指标普创历史新高:谷歌市值达4万亿美元,中国金龙指数涨超4%
Guan Cha Zhe Wang· 2026-01-13 01:22
| 谷歌一A GOOGL (2026-01-13 05:00:00) 交易币种:类元 ◎ ( +加自选 | | | | 全球指数 | | --- | --- | --- | --- | --- | | | 今开:325.800 | 最高价: 334.040 | 成交量: 3391万 | 外盘: 2132万 | | 331.8601 | 昨收:328.570 | 最低价: 325.000 | 成交额:111.9亿 | 内盘:1260万 | | 3.290 1.00% | 总般本:120.7亿 | 振幅: 2.75% | 换手事: 0.58% | 每般收益TTM: 10.30 | | | 总市值:4.005万亿 | 市净率MRQ: 10.35 | 市盈事TTM: 32.23 | 每股净资产:32.060 | 谷歌市值超4万亿美元东方财富网 另一方面,特斯拉、英伟达、美光科技小幅走高。相比之下,英特尔跌幅超3%,亚马逊与微软亦双双 小幅收跌。 当地时间1月12日,美股三大指数收盘全线上涨,道指与标普创历史新高。截至收盘,道琼斯工业平均 指数报49590.20点,涨幅为0.17%;标准普尔500指数报6977.27点 ...
中国科学家发布月球计时软件,“反映出中国对月球的重视”
Guan Cha Zhe Wang· 2026-01-12 15:00
【文/观察者网 陈思佳】近年来,随着月球探索受到世界各国的重视,如何定义月球标准时间成为科学 界关注的新问题。据香港《南华早报》1月12日报道,中国科学院紫金山天文台上个月正式发布了全球 首款"月球计时软件",实现了月球与地球时间的精确转换。 根据广义相对论,由于月球的引力仅为地球的约六分之一,月球上的时间走得比地球更快,每天快大约 56微秒。这些微小的误差积累起来,足以对需要精确计时的航天任务产生严重影响。 为解决月球与地球时间转换的问题,紫金山天文台的科研人员构建了一个模型,同时考虑了月球较弱的 引力及其在太空中的运动,使月球上的事件能够与地球上的时钟准确同步。上个月,紫金山天文台正式 发布了月球时间历表产品LTE440。 他指出,在航天器的导航系统中,微秒级的误差都可能产生显著影响,进而在以分钟为单位的时间尺度 上影响计算结果,"如果你想要在月球上使用类似GPS的系统——我们可能几年内就会有需要,尤其是 用于精确着陆位置,你就得想办法解决这个问题。" 麦克道尔表示,虽然美国也在进行类似的工作,但他还没有听说过可直接使用的"月球计时软件"。他 说:"这反映出中国对月球的重视,并且在分享与月球相关的研究方面 ...
大众2025业绩出炉:燃油车保住中国市场基盘,为2026新能源产品方案做准备
Guan Cha Zhe Wang· 2026-01-12 14:27
Core Insights - Volkswagen Group plans to launch over 20 models of pure electric, plug-in hybrid, and range-extended vehicles in the Chinese market by 2026, featuring advanced electric and intelligent network technologies, including L2++ driver assistance systems [1][4] Group 1: Sales Performance - In 2025, Volkswagen Group delivered over 8.98 million vehicles globally, with pure electric vehicle deliveries reaching 983,100 units, a year-on-year increase of 32% [1] - The share of pure electric vehicles in the group's global sales reached 10.9%, up by 2.7 percentage points year-on-year [1] - In China, Volkswagen Group delivered over 2.69 million vehicles, maintaining its position as the top foreign carmaker in the market [1] Group 2: Market Strategy - Volkswagen Group emphasized a "value first" approach amidst intense price competition, focusing on profitability rather than merely increasing market share [1] - In 2025, the group sold over 2.57 million fuel vehicles in China, capturing over 22% of the fuel vehicle market, further solidifying its leading position [1][2] Group 3: Product Development and Innovation - 2025 marked a year of accelerated implementation of the "In China, For China" strategy, with new electric and intelligent connected models being launched, including the Audi Q6L e-tron and Audi E5 Sportback [3] - The group developed a local electronic architecture (CEA) and a vehicle platform (CMP) tailored to the Chinese market, reducing new vehicle development cycles by approximately 30% and optimizing costs by about 40% [3] - Volkswagen Group's export strategy commenced in 2025, with the first batch of vehicles successfully exported to the Middle East, aiming to expand into ASEAN, Middle East, Central Asia, Latin America, and Africa [3] Group 4: Future Outlook - Looking ahead to 2026, Volkswagen Group aims to enhance product and technology delivery in China, with plans to increase the share of new energy vehicles in overall sales [4]
北汽新能源与小马智行达成全面深化战略合作
Guan Cha Zhe Wang· 2026-01-12 14:27
Core Viewpoint - BAIC New Energy and Pony.ai have officially entered a comprehensive strategic cooperation, aiming to create a benchmark for collaborative innovation in China's intelligent driving industry through a "five-in-one" approach [1][4]. Group 1: Strategic Cooperation Details - The cooperation will focus on five key dimensions: product co-creation, market expansion, industry chain integration, ecosystem building, and capital collaboration [4]. - The product co-creation will leverage the successful mass production experience of the Arcfox Alpha T5 Robotaxi to develop a diverse L4 product matrix and extend into high-end intelligent vehicles [4]. - Market expansion efforts will include deepening domestic presence while promoting the "Chinese solution" abroad, particularly in the Middle East and Europe [4]. Group 2: Operational and Financial Aspects - The initiative aims to optimize the entire lifecycle cost of L4 vehicles by integrating supply chains and fostering a local intelligent mobility supply chain cluster [4]. - The ecosystem building will involve integrating resources across the entire value chain, including R&D, production, customer acquisition, operation, maintenance, and finance, to create a sustainable Robotaxi business ecosystem [4]. - The capital collaboration will focus on long-term strategic binding around technology, supply chain, and global market expansion, driven by mutual trust [4][6]. Group 3: Milestones and Achievements - The first mass-produced Arcfox Alpha T5 Robotaxi was officially launched in July 2025, with the first 100 units delivered within a month and 300 units produced within three months [6]. - As of now, over 600 units of the Arcfox Alpha T5 Robotaxi have been produced, capable of operating in various complex driving scenarios, including urban roads and highways [6]. - Commercial operations for the Arcfox Alpha T5 Robotaxi began in November 2025, covering key areas in Beijing and Shenzhen, including airports and business districts during peak hours [9].
iPhone17在中国卖爆,苹果成为全球手机出货第一
Guan Cha Zhe Wang· 2026-01-12 14:21
Core Insights - The global smartphone market is projected to grow by 2% year-on-year in 2025, with Apple leading the market with a 20% share and a 10% growth rate [1] - The growth is driven by increased demand for high-end devices, recovery in key emerging markets, and the rising adoption of 5G devices [1] - The smartphone market's performance varies across regions, with emerging markets offsetting weaknesses in mature markets [1] Group 1: Market Performance - In Q4 2025, smartphone shipments stabilized with a 1% year-on-year growth, with Apple capturing a quarter of global shipments, marking its highest historical share [1] - Samsung follows with a 17% market share and a 5% year-on-year growth, driven by its mid-range Galaxy A series and high-end Galaxy Fold7 and S25 series [4] - Xiaomi holds a 13% market share, maintaining stability through a balanced product portfolio and strong execution in emerging markets [4] Group 2: Company Strategies - Apple's growth in 2025 is attributed to its expansion in emerging and mid-tier markets, supported by a strong product lineup, particularly the iPhone 17 series [3] - The iPhone 17 standard version has seen sales in China nearly double compared to the iPhone 16, aided by a strategy of enhancing specifications without increasing prices [4] - Vivo ranks fourth with a 3% year-on-year growth, benefiting from its high-end strategy and strong offline execution in India [5] Group 3: Competitive Landscape - OPPO's shipments declined by 4% year-on-year due to weak demand in its home market and intense competition, despite some growth in India and the Middle East [5] - Nothing and Google recorded impressive growth rates of 31% and 25% year-on-year, respectively, indicating strong performance outside the top five [6] Group 4: Future Outlook - The outlook for 2026 is cautious, with expectations of a market downturn due to supply chain constraints and rising component costs, leading to a 3% downward revision in shipment forecasts [7] - Apple and Samsung are expected to remain resilient due to strong supply chain capabilities and high-end market positioning, while lower-tier Chinese OEMs may face greater challenges [7]
“令人作呕且非法”,英国对马斯克的X动手
Guan Cha Zhe Wang· 2026-01-12 13:27
路透社当天报道称,此前,英国首相斯塔默表示,Grok生成的图像"令人作呕"且"非法",监管机构此后 承受着必须采取行动的压力。当地时间1月8日,斯塔默表示,马斯克的X平台"必须管好"Grok,并补充 说,其政府将全力支持Ofcom采取行动。 马斯克旗下X平台的Grok人工智能聊天机器人 IC Photo 据报道,在英国,创建或分享未经同意的私密图像或儿童性虐待内容(包括人工智能生成的性图像)均 属非法行为。 此外,科技平台必须阻止英国用户接触非法内容,并在发现非法内容后立即将其删除。 在当前争议风波中,其中一个案例涉及居住在巴西里约热内卢的音乐人朱莉·尤卡里(Julie Yukari)。 她在新年前夜发布了一张自己身穿红色连衣裙的照片后,发现X平台的用户提示Grok对她进行"数字脱 衣"(即对图像作出数字处理,使其看起来像是裸体)。 【文/观察者网 熊超然】当地时间1月12日,英国媒体监管机构——英国通信管理局(Ofcom)宣布,对 美国科技大亨、亿万富翁埃隆·马斯克所掌控的社交媒体X平台展开调查,以确定该平台Grok人工智能 聊天机器人生成的性私密深度伪造内容,是否违反了其保护英国民众免受非法内容侵害的义务 ...
“AI伪造色情图像”,马来西亚、印尼禁用马斯克的Grok
Guan Cha Zhe Wang· 2026-01-12 12:34
Core Viewpoint - Indonesia and Malaysia have banned access to Elon Musk's AI model Grok due to its misuse for generating deepfake pornographic images, marking them as the first countries to take such measures against AI technology [1][2]. Group 1: Government Actions - Indonesia's Digital Minister Meutya Hafid stated that the ban aims to protect women, children, and the public from the risks posed by AI-generated false pornographic content [1]. - Malaysia announced a temporary ban, citing the misuse of Grok for generating obscene and offensive images, including those involving women and minors [1]. - The bans were triggered by a surge of users on social media platform X (formerly Twitter) creating malicious alterations of real women's and minors' photos into explicit images [1]. Group 2: User Experiences - A disabled Indonesian woman, Kiran Ayuningtyas, reported that her photo was altered using Grok to depict her in a bikini, despite her attempts to adjust privacy settings and file complaints [2]. - Users have expressed outrage over the misuse of Grok, directing their frustration towards Musk and demanding stricter controls on the AI model [1][2]. Group 3: International Reactions - UK Prime Minister Keir Starmer condemned the use of Grok for generating explicit images, labeling it as "shameful" and "disgusting" [3]. - UK Technology Secretary Liz Kendall called for swift action against deepfake images, indicating that the Online Safety Bill could empower authorities to block access to non-compliant service providers [3].
最新测评集:几乎所有大模型,视觉能力都不如3岁小孩
Guan Cha Zhe Wang· 2026-01-12 12:30
Core Insights - The latest evaluation of multimodal models reveals that most top models perform significantly below the level of a 3-year-old child in visual tasks, with only one model barely exceeding this baseline [1][4][10] Group 1: Evaluation Results - The BabyVision evaluation set was designed to assess the core visual capabilities of large models, with results indicating that the majority of models scored well below the average level of 3-year-old children [1][4] - The best-performing model, Gemini3-Pro-Preview, only managed to exceed the 3-year-old baseline by a small margin, but still lagged approximately 20 percentage points behind 6-year-old children [4][8] Group 2: Model Limitations - The significant disparity in performance is attributed to the models' reliance on language reasoning, which masks their deficiencies in processing visual information [3][10] - The evaluation identified four categories of visual capability where models showed systemic deficiencies: fine discrimination, visual tracking, spatial perception, and visual pattern recognition [10][12] Group 3: Specific Challenges - Models struggle with non-verbal details, leading to a loss of critical visual information when tasks are translated into language descriptions [12][19] - In trajectory tracking tasks, models fail to maintain continuity, often resulting in incorrect conclusions when faced with intersections [14][19] - Spatial imagination is another area of weakness, as models rely on language rather than maintaining a mental representation of three-dimensional structures [14][19] Group 4: Future Directions - The research team suggests that to advance multimodal intelligence, future models must fundamentally rebuild their visual capabilities rather than relying on language reasoning [21]