Workflow
Jing Ji Guan Cha Wang
icon
Search documents
股债配置陷两难?探寻华安沣泰的“低波密码”
Jing Ji Guan Cha Wang· 2025-11-06 02:39
低利率时代,"保本"理财已成过往,单一资产难以穿越周期,"固收+"产品关注度持续升温。这类产品 以固收资产筑牢底仓,以多元权益资产为帆,力争收益增厚。 作为长期深耕固收领域的老牌公募,华安基金精心打造 "固收家" 产品谱系,已构建起覆盖 "固收 +"、 纯债及流动性管理的三大核心产品线。华安基金"固收家"再出新品,据悉,11月11日,华安沣泰债券基 金将启动发行,该产品以"低波固收+"为定位,在股债领域精耕细作。 股债精耕细作 攻守兼备二级债基"上新" 今年以来,"固收+"基金持续升温,规模快速攀升。数据显示,截至三季度末,"固收+"基金整体规模突 破2.4万亿元。 华安基金首席固收投资官邹维娜表示,"固收+"基金规模显著增长,主要有以下几点原因:第一,存款 利率快速下行和银行理财收益走低。今年以来,一年期定存挂牌利率跌破1.5%,无风险收益"洼地"迫使 万亿元级资金从存款和理财中"搬家","固收+"基金成为承接低风险资金的载体。第二,债市利率低位 走稳,提供"安全垫"。纯债部分票息赋予组合稳定的杠杆收益,为权益端投资留出空间。第三,权益市 场"结构牛"提升了"+"端胜率,"固收+"基金通过可转债/股票仓位, ...
西门子医疗全球首展脑机接口全流程解决方案
Jing Ji Guan Cha Wang· 2025-11-06 02:35
Core Insights - Siemens Healthineers showcased a comprehensive brain-computer interface solution at the 8th China International Import Expo, marking its global debut in preoperative planning, intraoperative navigation, and postoperative assessment [1] - The solution integrates multiple advanced imaging diagnostic and therapeutic devices, providing precise imaging technology and navigation support throughout the surgical process, thus advancing the clinical application of brain-computer interfaces [1] Company Developments - Siemens Healthineers presented several core imaging devices as part of the brain-computer interface solution, establishing a "mesoscopic" imaging platform that underpins the entire surgical workflow for brain-computer interfaces [1]
充电14分钟 补能320公里 星海S7 800V超快充版正式预售
Jing Ji Guan Cha Wang· 2025-11-06 02:28
目前实车已陆续抵达全国门店,东风风行计划于11月下旬举办线下上市发布会,届时将公布更多产品细 节与专属权益。 经济观察网 11月5日,东风风行星海 S7 800V 超快充版正式启动预售。新车核心亮点集中在 800V 碳化 硅高压平台,官方数据显示,其充电14分钟可补能320公里,电机效率达96.8%,百公里电耗约11.6度, 搭载的铠甲电池3.0版本可实现热失控2小时内不起火。车身采用75%高强度钢,配备L2+级智能辅助驾 驶系统、FSD悬架及 2915mm轴距,兼顾安全、智能与空间表现。设计方面,新车延续 "行云流水" 设 计语言,融入华夏美学元素,此前已斩获三项国际设计奖。 ...
关于呼吸业务的革新答卷:GSK如何全面升级产品、模式与团队
Jing Ji Guan Cha Wang· 2025-11-06 02:11
Core Insights - GSK has transformed its respiratory business over the past three years, evolving from a focus on inhaled medications to a comprehensive respiratory health ecosystem that includes prevention, treatment, and management solutions [1][2][4] - The rapid approval of innovative drugs in China has significantly increased the accessibility of these treatments for patients, with the number of approved innovative drugs expected to be more than five times that of 2018 by 2024 [1][6] - GSK's strategic shift towards biologics has led to the successful launch of new products, including the biologic drug Nucala, which has expanded its indications rapidly in the Chinese market [5][6] Product Pipeline Innovation - GSK's initial product line primarily consisted of inhaled medications, which effectively addressed the needs of over 40 million asthma and nearly 100 million COPD patients in China [3][4] - The company has recognized the limitations of inhaled medications, prompting a strategic pivot towards biologics to provide more effective solutions for difficult-to-treat patients [4][6] - GSK's product pipeline now includes a complete range of respiratory treatments, from vaccines to inhaled and biologic therapies, ensuring comprehensive patient protection [6] Business Model Innovation - GSK's transformation is driven by a commitment to patient-centered care, moving from a focus on individual products to offering comprehensive disease management solutions [2][8] - The establishment of standardized diagnostic centers for eosinophils (EOS) exemplifies GSK's innovative approach to improving patient outcomes through better disease management [8][9] - GSK is leveraging digital tools and partnerships with internet companies to enhance drug accessibility and optimize healthcare resource allocation, particularly in remote areas [9] Team Empowerment - GSK has achieved significant productivity improvements, with team efficiency increasing by 2 to 3 times despite maintaining a similar team size [10] - The company emphasizes the importance of developing key capabilities among its medical representatives, including policy interpretation, academic expertise, channel development, and digital application skills [10] - GSK's training programs aim to cultivate a skilled workforce that understands both medical and market dynamics, fostering continuous innovation [10] Future Outlook - GSK's future strategy focuses on accelerating the launch of biologics, expanding treatment indications, and responding to national healthcare policies [11] - The company's vision is to enhance patients' quality of life through innovative treatments and comprehensive disease management services, ensuring that patients can enjoy a better quality of life [11]
今日看点|2025年世界互联网大会乌镇峰会将举行
Jing Ji Guan Cha Wang· 2025-11-06 02:06
Group 1 - The 2025 World Internet Conference will be held in Wuzhen, Zhejiang from November 6 to 9, focusing on global development initiatives, digital economy, data governance, AI empowerment in scientific research, digital preservation of cultural heritage, and youth in the digital future with 24 sub-forums [2] - The Ministry of Commerce will hold a press conference on November 6 at 3 PM to discuss recent key work in the business sector and answer questions from reporters [2] - The 2025 Consumer Electronics Innovation Conference will take place in Shenzhen from November 6 to 8, featuring 3 main forums and 16 sub-forums with over 300 industry leaders, scientists, and experts discussing innovations from foundational technology research to industrial practices [2] Group 2 - On November 6, a total of 8 companies will have their restricted shares unlocked, with a total of 69.53 million shares released, amounting to a market value of 1.892 billion yuan based on the latest closing price [3] - The companies with the highest number of unlocked shares include Nanjing Securities, Zhongke Meiling, and Transsion Holdings, with unlocked shares of 26.57 million, 19.50 million, and 10.83 million respectively [3] - In terms of market value from unlocked shares, Transsion Holdings, Zhongke Meiling, and Nanjing Securities lead with values of 760 million, 415 million, and 226 million yuan respectively [3] - The companies with the highest percentage of total share capital unlocked are Zhongke Meiling, Dike Co., and Transsion Holdings, with unlock ratios of 20.16%, 2.42%, and 0.94% respectively [3] Group 3 - On November 6, 20 companies announced their stock repurchase progress, with 2 companies disclosing repurchase plans for the first time, 1 company having its repurchase plan approved by the shareholders' meeting, 10 companies reporting on the implementation of their repurchase plans, and 7 companies having completed their repurchase plans [4] - Guizhou Moutai and Niuwei Co. announced their first-time repurchase plans of up to 3 billion yuan and 1.1237 million yuan respectively [4] - Yingke Medical's repurchase plan of up to 4.5091 million yuan was approved by the shareholders' meeting [4]
演员温峥嵘遭AI盗播带货,发声质问“你是温峥嵘我是谁”,被对方拉黑
Jing Ji Guan Cha Wang· 2025-11-06 02:03
经济观察网 据央视新闻报道,近日,演员温峥嵘自曝刷到AI盗播自己的直播间,上前质问:"你是温峥 嵘,那我是谁?"竟被秒拉黑。AI盗播泛滥,连明星本尊都难以自证。温峥嵘直言,"我现在就很难证明 我是我。" 据悉,当前有多个直播间同时出现 "温峥嵘" 的影像,但这些均非其本人出镜。此类内容要么是 AI 合成 的虚假直播,要么是盗播、录播的过往片段。 ...
中国汽车工业协会:2025中国汽车供应链大会将于11月24日-26日在芜湖市召开
Jing Ji Guan Cha Wang· 2025-11-06 01:55
Core Insights - The China Automotive Industry Association announced the "2025 China Automotive Supply Chain Conference" scheduled for November 24-26, 2025, in Wuhu City, with the theme "Driving Future with New Quality of Industrial Ecosystem" [1] Industry Summary - The conference aims to address the evolving dynamics of the automotive supply chain and its impact on the industry [1] - The event will serve as a platform for industry stakeholders to discuss innovations and strategies for enhancing the automotive supply chain [1]
大学属于谁?高校校门开放为何难
Jing Ji Guan Cha Wang· 2025-11-06 01:48
事实上,高校封闭化趋势早于疫情。2019年之前,部分高校因安全、教学秩序等理由逐步设立门禁。但 疫情成为加速器,健康码、行程核验、限流措施被制度化,即便后来防疫政策全面退出,高校大门相关 管控却未同步解除,并一直延续至今。 更值得警惕的是,封闭逻辑已蔓延至几乎没有参观需求的普通高校。全国数千所本科院校、高职院校常 年并无多少游客参观,却同样实行较为严格的门禁制度,外来人员需登记、审批甚至被拒之门外。这说 明,绝大多数校园封闭并非单纯应对"人流压力",而是一种系统性治理偏好:以"安全"为名,行"隔 离"之实。 公共属性与管理现实的冲突 大学是否应向社会开放,本质上关乎其公共属性与教育使命的平衡。 清华大学和北京大学均为教育部直属、中央财政拨款的公立高校。其土地、建筑、师资均来自公共资源 投入。理论上,校园空间具有公共产品属性,理应适度向公众开放。 清华大学西门外,清晨已有游客排队等候。他们并非来参加学术会议或校园招聘,而是希望进入这座中 国顶尖学府"打卡"。然而,自2023年恢复预约入校以来,清华实行"每人每180天仅可成功预约一次"的 限制;在北京大学东侧门,类似的排队也在同步上演。与清华大学不同的是,北京大 ...
事关行政违法行为首违不罚等清单 市场监管总局公开征求意见
Jing Ji Guan Cha Wang· 2025-11-06 01:27
经济观察网 据央视新闻客户端消息,记者今天了解到,市场监管总局依据《中华人民共和国食品安全 法》《中华人民共和国价格法》《中华人民共和国反不正当竞争法》《中华人民共和国行政处罚法》等 法律法规,结合市场监管执法实践,制定了《市场监管行政违法行为首违不罚清单(二)(征求意见 稿)》《市场监管轻微行政违法行为不予处罚清单(二)(征求意见稿)》,向社会公开征求意见。有 关单位和公众研提意见,于2025年12月5日前反馈市场监管总局。 ...
泽连斯基:美应对向乌提供远程武器持开放态度
Jing Ji Guan Cha Wang· 2025-11-05 22:54
经济观察网 据央视新闻消息,当地时间11月4日,乌克兰总统泽连斯基称,美国应该对向乌提供远程武 器持开放态度,乌克兰需要美国的支持。而就在几天前,美国总统特朗普公开表示,并未真正考虑向乌 克兰提供远程武器——"战斧"巡航导弹。 ...