Guo Ji Jin Rong Bao
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“科技界春晚”启幕,今年的CES有哪些故事?
Guo Ji Jin Rong Bao· 2026-01-07 13:35
2026年国际消费电子展(CES 2026)在美国拉斯维加斯盛大开幕。作为全球规模最大、影响力最广的 科技展会之一,CES每年年初会集中展示最新技术与产品,被业界称为"科技界的春晚"。 AMD推出了新一代Ryzen AI处理器和游戏性能芯片Ryzen 7 9850X3D。AI芯片全面升级,覆盖服务器、 个人电脑及高性能计算等领域,强化硬件与软件协同优势,强调其在AI工作负载和数据处理方面的能 力。 媒体指出,从英伟达到AMD,不同厂商的发布重点虽各有不同,但均围绕一个方向展开:为更大规 模、更复杂的AI应用提供底层算力支持。 本届CES上,人工智能成为贯穿全场的核心主题。多家国际科技公司围绕AI算力、机器人、自动驾驶和 智能消费电子等领域集中发布新进展。 聚焦AI算力提升 英伟达首席执行官黄仁勋的主旨演讲成为展会的焦点之一。 他回顾了公司在人工智能领域取得的成功,展望了2026年的发展,还和一些机器人进行了互动。 黄仁勋在演讲中介绍了英伟达最新一代AI计算平台Vera Rubin。该平台被定位为面向下一阶段人工智能 发展的核心计算架构,主要用于大型AI模型训练、推理,以及自动驾驶和机器人等复杂应用场景。据 悉 ...
从“稳起步”到“深扎根”,生猪期货上市五周年
Guo Ji Jin Rong Bao· 2026-01-07 13:11
Group 1 - The live pig futures market in China has shown stable operation and increasing liquidity over the past five years, becoming an important tool for the industry to manage cycles and stabilize operations [1] - In 2025, the total trading volume of live pig futures reached 17.993 million contracts, with an average daily trading volume of 74,000 contracts and an average open interest of 213,000 contracts, indicating significant growth from 2021 [1] - Over 3,000 industry enterprises are involved in live pig futures trading, with 24 out of 32 major pig companies participating in trading, delivery, or becoming delivery warehouses [1] Group 2 - The Dalian Commodity Exchange has made several adjustments to contract specifications to enhance pricing accuracy and improve delivery efficiency, including the introduction of vehicle weighing methods [2] - The exchange has supported 774 "insurance + futures" projects, covering over 1.54 million live pigs and providing compensation of 748 million yuan, benefiting 28,700 farming households [2] - Live pig futures have become a reference for macro management departments in assessing industry trends and formulating policies, with market prices quickly reflecting the impact of related policies [2] Group 3 - Sichuan Dekang Agricultural and Animal Husbandry Food Group has actively participated in hedging since the launch of live pig futures, using it as a regular operational tool to lock in profits [3] - The company has seen an increase in its hedging scale alongside its growth in pig farming, and live pig futures prices have become a key reference for various operational decisions [3] - The rapid maturity of live pig futures has led to increased willingness and awareness of hedging among industry participants, with companies offering services to help farmers lock in prices [3]
什么原因?百亿公募基金经理被告上法庭
Guo Ji Jin Rong Bao· 2026-01-07 13:11
公募基金经理罕见遭投资者起诉,究竟发生了什么? 近日,上海市高级人民法院官网披露了一则开庭公告。原告李某以金融委托理财合同纠纷为由,起 诉国投瑞银基金、施成,案件将于2026年1月13日在上海市虹口区人民法院开庭审理。 仅从法院公告内容,暂不得知案件具体情况,也无法获悉投资者购买了国投瑞银基金旗下哪只基 金。 施成认为,以新能源、TMT为代表的业绩成长行业,部分环节已经出现了盈利的回升。储能、AI 等新需求的提速也在路上,其看好能够兑现成长的公司行情。 公开资料显示,国投瑞银基金是一家成立超过20年的公募基金,公司股东为国投泰康信托有限公司 和瑞银集团,持股比例分别为51%和49%。截至去年三季度末,公募管理规模为2368.92亿元。其中,货 币基金和债券型基金规模合计占比超过80%,股票型基金和混合型基金规模占比偏低。 此次被告之一施成,于2017年加入国投瑞银基金,现任基金投资部副总监、基金经理,目前在管基 金6只,最新规模107.36亿元。 施成管理的基金曾靠重仓新能源赛道,实现规模和业绩双增长,在管规模一度突破200亿元,名噪 一时。但随着市场风格生变,净值回撤,规模亦随之缩水。 施成在2025年基金 ...
中微公司:拟出售拓荆科技1.30%股份,预计交易金额13.93亿元

Guo Ji Jin Rong Bao· 2026-01-07 12:39
中微公司公告,公司拟通过集中竞价及大宗交易方式,出售持有的拓荆科技68.81万股票不超过365.51万 股,占其总股本不超过1.30%,预计交易金额13.93亿元,账面成本4.57亿元。公司原持股2051.63万股, 占7.30%。董事会已于2026年1月7日审议通过,授权自预披露15个交易日届满起3个月内择机实施。本 次交易不构成关联交易和重大资产重组,无需提交公司股东会审议。 ...
大中矿业:下属全资公司拟实施鸡脚山矿区通天庙矿段2000万吨/年锂矿采选尾一体化项目 新增投资19.25亿元
Guo Ji Jin Rong Bao· 2026-01-07 12:37
大中矿业公告,下属全资公司拟实施鸡脚山矿区通天庙矿段2000万吨/年锂矿采选尾一体化项目,建设 投资预计为36.88亿元。公司于2025年第一次临时股东大会,审议通过了《关于部分募投项目调整建设 规模、结项、变更和延期的议案》,其中"年处理2000万吨多金属资源综合回收利用项目(一期)"获批投 资17.62亿元。本项目包含前期股东大会已批准的"年处理2000万吨多金属资源综合回收利用项目(一 期)"的建设内容,本次是在原项目投资基础上以自有资金或自筹资金新增投资19.25亿元。 ...
长安汽车辟谣“取消年终奖”:激励计划正推进
Guo Ji Jin Rong Bao· 2026-01-07 12:25
Core Viewpoint - Recent rumors about Changan Automobile canceling year-end bonuses due to unmet sales targets have been addressed by the company, which confirmed the information is false and that an incentive plan based on 2025 performance has been established and is being implemented [1][4]. Group 1: Company Response - Changan issued a formal statement on January 7, clarifying that the rumors regarding the cancellation of year-end bonuses are untrue and that the company has developed an incentive plan based on its operational performance for 2025 [1][4]. - The company emphasized that the dissemination of false information has negatively impacted its brand reputation and normal business operations, and it will take legal action against those who spread such rumors [4]. Group 2: Employee Incentives - An internal source claimed that the employee year-end incentive structure consists of 4.3 times the monthly salary plus a fixed amount of 3,000 yuan, with payments expected to be completed by February 10 [7]. - An internal notice that circulated in early January suggested that due to unmet sales and profit targets for 2025, there would be no year-end incentive; however, the company is considering a corresponding incentive to be announced later [7]. Group 3: Performance Metrics - In 2025, Changan achieved a total sales volume of 2.913 million vehicles, a year-on-year increase of 8.5%, reaching 97% of its target [9]. - The company reported that its electric vehicle sales reached 1.109 million units, up 51% year-on-year, and overseas sales were 637,000 units, an 18.9% increase [9]. - Changan's total revenue for 2025 was approximately 286 billion yuan, achieving 95.33% of its 300 billion yuan target, marking historical highs for both sales and revenue despite not fully meeting all targets [9].
联诚精密:乘舟投资拟受让公司6.71%股份
Guo Ji Jin Rong Bao· 2026-01-07 12:24
联诚精密公告,公司于2026年1月7日与上海乘舟投资管理有限公司签署了《关于山东联诚精密制造股份 有限公司之股份转让协议》,约定转让方将其合计持有的公司1000万股无限售条件流通股股份(占公司 总股本的6.71%)转让给受让方。本次协议转让完成后,受让方持有公司1000万股股份,占公司总股本的 6.71%,成为公司持股5%以上股东。 ...
宜家中国宣布关闭7家商场,受影响员工将获安置费
Guo Ji Jin Rong Bao· 2026-01-07 12:23
Core Viewpoint - IKEA China is undergoing a transformation focused on optimizing costs, improving efficiency, and reallocating resources, which includes the closure of seven physical stores starting February 2, 2026 [1][3]. Group 1: Store Closures - IKEA China will close seven stores, including locations in Shanghai, Guangzhou, Tianjin, Nantong, Xuzhou, Ningbo, and Harbin, as part of its strategic adjustment [1][3]. - After the closures, IKEA will still operate 34 stores in China, along with three digital channels and two flagship e-commerce stores [3]. Group 2: Customer Access - Customers in affected cities can continue to access IKEA products and services through other nearby stores, the IKEA website, the IKEA app, and major e-commerce platforms like Tmall and JD [3]. Group 3: Employee Support - IKEA China has committed to providing necessary support for affected employees, ensuring open communication and a fair, transparent process for comprehensive relocation assistance [3]. Group 4: Future Plans - IKEA China plans to enhance its multi-channel strategy by developing smaller stores closer to communities, with a focus on Beijing and Shenzhen, aiming to open over ten small stores in the next two years [4]. - Upcoming store openings include the Dongguan store in February 2026 and the Tongzhou store in Beijing in April 2026 [4]. - IKEA is also deepening its partnership with JD to pilot instant retail services in seven cities across China [4]. Group 5: Global Context - The store closures in China are part of a broader trend, as IKEA Japan announced the closure of two stores in Tokyo by early 2026, while maintaining the Shibuya store as a key location [6]. - IKEA has a strategic plan to invest over €5 billion by the fiscal year 2027 to open new stores and optimize existing ones across various markets [6]. - The company recently opened its first store in Auckland, New Zealand, as part of its global expansion strategy [6].
又是“秒空”!马年茅台下调购买门槛
Guo Ji Jin Rong Bao· 2026-01-07 12:23
1月7日9时,贵州茅台(600519)新品马年生肖酒再次上演"上线秒售罄"的盛况。 昨天,马年生肖茅台正式在i茅台app上市发售,在白酒行业调整加剧的大背景下,变化正在发生——过去五年生肖茅台的官方指导价都是2499元/瓶, 今年购买门槛有所降低:提供了经典版、礼盒装和珍享版三个版本,官方定价分别为1899元/瓶、3789元/盒(两瓶)和2499元/瓶。其中,经典版和礼盒装 还支持自选生产日期。 从二级市场表现来看,目前经典版马年生肖茅台普遍溢价50—100元/瓶,珍享版则因投放量较小,身价暴涨至超6000元。 水芙蓉/摄 今年的马年生肖茅台会延续以往的高投放量吗? 从产品结构来看,生肖酒被视为茅台"金字塔"系列中的"塔腰"产品,兼具消费与收藏需求任务。重要的是,今年茅台明确提出会"尽努力避免价格炒 作",取消了分销机制、并将飞天茅台上线i茅台app,以激发真实消费需求,提高开瓶率。 马年春节将至,除了茅台,五粮液、洋河、泸州老窖、古井贡酒等多家头部酒企已推出生肖酒产品。 | 相较于普通版飞天茅台,生肖酒具有一定的收藏和文化属性。 | | | --- | --- | | 值得一提的是,上一轮马年茅台生肖酒(2 ...