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中证智选银行总资产加权指数明日发布
Zhong Zheng Wang· 2025-10-16 09:45
中证智选银行总资产加权指数选取全部符合流动性筛选条件的银行行业上市公司证券作为指数样本,并 以总资产加权构建指数,以反映总资产加权规则下银行行业上市公司证券的整体表现。 中证指数网站10月16日发布公告称,中证指数有限公司将于10月17日正式发布中证智选银行总资产加权 指数,为市场提供更丰富的投资标的。 ...
京东方联合OPPO、一加举办柔性OLED新品发布会
Zhong Zheng Wang· 2025-10-16 08:49
Group 1 - BOE (京东方) and OPPO, along with OnePlus, launched the flexible OLED flagship product, "Oriental Screen 3.0," featuring the world's first native 165Hz ultra-high refresh rate and ultra-low brightness of 1 nit [1] - The Oriental Screen 3.0 is a significant upgrade from previous versions (1.0 and 2.0), enhancing smooth display, eye health, and immersive picture quality, and will be featured in the OnePlus 15 flagship smartphone [1] Group 2 - BOE is a leading global display enterprise, maintaining a comprehensive lead in flexible OLED display technology, production capacity, and market performance [2] - Since launching its first technology brand in 2021, BOE's f-OLED technology brand has become an industry benchmark, with over 30,000 patent applications in the flexible OLED field [2] - BOE has three mass production 6th generation flexible OLED production lines and is expanding its technological boundaries, with the first 8.6 generation AMOLED production line in China set to complete equipment installation by May 2025 [2] - According to Omdia data, BOE's flexible OLED shipment volume ranks first in China and second globally, solidifying its leadership position in the high-end display sector [2]
恒基浦业蝉联私募金牛奖
Zhong Zheng Wang· 2025-10-16 07:29
中证报中证网讯(王珞)10月15日,由中国证券报主办的"固本 砺新 行远——2025私募基金高质量发展 大会暨国信证券杯·第十六届私募金牛奖颁奖典礼"在深圳举行。凭借产品的出色表现,恒基浦业蝉联金 牛私募管理公司(年度债券策略)奖。 金牛奖是由新华社旗下中国证券报主办的权威奖项,凭借着对评选规则的严格执行和对资管行业发展规 律的尊重,金牛奖评选赢得了资管行业和社会各界的普遍认可,是中国资本市场财富管理领域最具公信 力的奖项之一。 在当前行业面临低利率环境挑战的背景下,公司始终坚持"资产为核、风控为先、稳健为舵、交易为 桨"的理念,立足投资者需求,加大策略创新力度以适应债券市场变化,与投资人和合作方共创价值, 本次获奖是对公司恪守初衷的再次肯定。 过去3年,债券市场经历了数次调整,债券类固定收益产品遭遇了以往少有的净值回撤与赎回压力。面 对市场压力,恒基浦业保持了产品净值与管理规模的稳定,再次经受住了市场的考验。这主要归因于以 下两点:首先,公司始终坚持敬畏市场的投资哲学。在投资过程中,从宏观维度做好布局规划,以投行 思维筛选相关标的;投资团队秉持攻守兼备的策略,跳出配置型策略的"舒适区",通过提升主动交易的 ...
科技投资赋能高质量发展 泓德基金深耕产业趋势与价值发现
Zhong Zheng Wang· 2025-10-16 07:24
Core Viewpoint - The rapid breakthroughs in frontier technologies, particularly artificial intelligence, are driving high-quality economic development, with public funds actively engaging in long-term value investment to seize opportunities in technological innovation [1][2]. Group 1: Industry Trends - The A-share market is experiencing structural differentiation, with the technology sector, especially the AI industry chain, leading the gains and becoming a focal point for capital markets [2]. - The current technology market rally is underpinned by solid industrial foundations, with AI driving global industrial chain restructuring and creating a virtuous cycle of "technological breakthroughs - application landing - commercial feedback" [2][3]. - The characteristics of China's large-scale market enhance the potential for innovation returns, while the evolution of the "anti-involution" mechanism is expected to optimize the competitive ecosystem and improve overall capital market returns [3]. Group 2: Investment Strategies - The construction of active equity investment capabilities has been elevated to a strategic level within public funds, focusing on deepening research capabilities, diversifying investment strategies, and leveraging technology to build a sustainable investment ecosystem [4]. - The integration of industry insights with long-term value investment principles is essential for capturing true alpha in structural markets, as demonstrated by the experience of the investment research team at Hongde Fund [4]. - Fund managers are encouraged to avoid short-term thinking and instead engage in deep industry research to identify structural opportunities, while also adapting to market changes and expanding their investment knowledge [4]. Group 3: Future Outlook - With ongoing technological innovation and continuous improvement of capital market systems, public funds are expected to play a more significant role in serving the real economy and promoting high-quality development [5].
把握多元机遇 华夏基金FOF新产品发行
Zhong Zheng Wang· 2025-10-16 07:01
Core Viewpoint - The newly launched Huaxia Yingtai Stable Six-Month Holding Period Mixed Fund of Funds (FOF) aims to provide a diversified asset allocation tool for investors in a volatile market, addressing challenges such as maintaining returns, capturing market trends, and stabilizing holdings [1][2]. Group 1: Product Features - The fund is designed with a "stable" core positioning, focusing on long-term asset appreciation while strictly controlling risks through professional asset allocation strategies and a comprehensive fund selection system [1][3]. - It employs a dual framework of "diversified asset allocation + risk parity model," extending its asset allocation to various fields including stocks, bonds, and commodities, while dynamically combining strategic and tactical asset allocations to broaden sources of returns [1][3]. - The product features flexible positioning, allowing adjustments to equity asset ratios to enhance defensive attributes during market downturns and capitalize on opportunities when market trends improve [2]. Group 2: Management and Strategy - The proposed fund manager, Li Xiaoyi, has 10 years of experience in the securities industry, focusing on asset allocation research and portfolio management, with a strong theoretical foundation and practical experience [2]. - Huaxia Fund has established an asset allocation department since 2016, managing various types of allocation-based investment operations, including FOFs, and has developed a comprehensive product line covering different FOF types [3]. Group 3: Market Context - The current market environment is characterized by a dual backdrop of "residential assets migrating to financial markets and increased market volatility," positioning FOF products as a core tool for resident asset allocation [3]. - FOF products can effectively reduce overall portfolio risk by allocating to assets with low or even negative correlations, promoting the investment "efficient frontier" towards higher returns and lower risks, thereby creating more stable long-term returns for investors [3].
入围首批名单 汇百川基金获准开展跨境资管试点业务
Zhong Zheng Wang· 2025-10-16 04:26
中证报中证网讯(记者 王雪青)10月14日,汇百川基金正式获得中国证券监督管理委员会海南监管局 关于海南自由贸易港跨境资产管理试点业务(简称"跨境资管试点业务")的备案批复,就汇百川基金作 为发行机构开展跨境资管试点业务事项予以备案,汇百川基金成为首批获得试点参与资格的机构之一。 2025年7月21日,中国人民银行海南省分行、国家金融监督管理总局海南监管局、中国证券监督管理委 员会海南监管局、海南省地方金融管理局、国家外汇管理局海南省分局联合制定发布《海南自由贸易港 跨境资产管理试点业务实施细则》,支持境外投资者投资海南自贸港内金融机构发行的理财产品、证券 期货经营机构私募资产管理产品、公募证券投资基金、保险资产管理产品等。该细则规定,试点机构应 当向中国证券监督管理委员会海南监管局或者国家金融监督管理总局海南监管局书面报备,相关部门将 对材料进行审核,出具是否同意开展试点的书面意见,并通过官方网站及时公示试点机构名单。 据悉,细则发布后,汇百川基金第一时间提交了跨境资管试点业务资格申请,10月15日中国证券监督管 理委员会海南监管局公告首批可参与跨境资管试点业务的机构名单,汇百川基金入选首批试点机构,获 准 ...
住建部等九部门:推进车路协同设施建设、住区智慧化建设
Zhong Zheng Wang· 2025-10-16 04:04
Group 1 - The Ministry of Housing and Urban-Rural Development, along with nine other departments, has released an action plan for implementing the opinions on promoting new urban infrastructure construction and building resilient cities from 2025 to 2027 [1] - The plan emphasizes the construction of vehicle-road collaborative facilities, focusing on demand-driven development of intelligent perception systems and urban cloud platforms to support smart connected vehicle applications and improve urban travel environments [1] - It aims to enhance logistics distribution and emergency material support capabilities by upgrading and managing intelligent logistics facilities, improving last-mile delivery services, and strengthening emergency logistics systems [1] Group 2 - The initiative promotes the smart transformation of parking facilities, encouraging the development of urban smart parking service management platforms to improve the efficiency of parking resource utilization [1] - It supports the smart construction of residential areas, advocating for the digital, networked, and intelligent transformation and management of public facilities in complete community developments [2] - The plan encourages property service companies to establish smart property management systems to enhance services related to residents and vehicle management, integrating online and offline living services [2]
济川药业:抗流感1类创新药济可舒在京东健康首发
Zhong Zheng Wang· 2025-10-16 03:59
Core Viewpoint - The launch of the innovative anti-influenza drug Jike Shou (generic name: Marcilosavir tablets) on JD Health's platform enhances its accessibility and convenience for influenza treatment [1] Company Summary - Jike Shou is a domestically developed drug in China with global intellectual property rights, acting as a targeted RNA polymerase PA inhibitor for influenza viruses [1] - In 2023, the company formed a strategic partnership with Zhengxiang Pharmaceutical for exclusive promotion and sales rights of Jike Shou in China [1] - The drug received approval from the National Medical Products Administration for market launch in July 2025 [1] Industry Summary - The collaboration with JD Health is seen as a strong alliance to accelerate the availability of innovative drugs to the public, leveraging JD Health's professional supply chain and user reach capabilities [1] - The company aims to enhance the consumer experience through improved product offerings, efficient fulfillment, and comprehensive service guarantees [1]
毕马威发布第三届生物科创领航50企业报告
Zhong Zheng Wang· 2025-10-15 13:38
中证报中证网讯(记者 倪铭娅)近日,毕马威发布《第三届生物科创领航50企业报告》(以下简称"报 告"),系统呈现了中国生物科技领域最具活力与成长性的创新力量。报告认为,中国不断叠加的政策 红利推动国内创新药步入黄金发展期,而人工智能对研发范式与效率的重塑,正驱动CDMO(医药领域 合同研发生产组织)从"成本竞争"向"价值创造"战略转型。 毕马威中国客户与业务发展主管合伙人江立勤表示,在人工智能参与下,中国生物医疗行业正展现出蓬 勃发展态势,带来前所未有的想象空间。从提升研发效率、创新产品组合、优化产品试验到简化供应 链,人工智能可以为行业的方方面面注入活力。 当前,全球产业链供应链加速调整,中国生物科创行业延续其强劲的逆周期韧性,成为全球创新版图中 日益重要的一极。毕马威中国生命科学行业审计主管合伙人黎志贤表示,中国企业聚焦细胞治疗及基因 治疗、体外诊断、AI制药等新兴赛道,正以其颠覆性的创新力量,引领生物创新领域在核心技术攻 关、产业链协同创新上的突破。从"创新链"到"产业链",科技成果转化正在推动新质生产力的加速发 展。 毕马威中国生命科学行业主管合伙人于子龙认为,AI、5G、大数据等技术与生物信息学、纳 ...
退市不免责!江苏阳光收“预罚单”
Zhong Zheng Wang· 2025-10-15 13:37
Core Viewpoint - The article highlights the strict regulatory environment in China regarding companies that have been delisted, emphasizing that delisting does not exempt them from legal responsibilities and penalties [1]. Group 1: Company Violations - Jiangsu Sunshine was found to have engaged in illegal activities related to a land use rights transaction with its controlling shareholder, Sunshine Group, amounting to 170.44 million yuan, which constituted a related party transaction [2]. - The company failed to complete the necessary property rights transfer registration and did not recover the 170.44 million yuan paid to Sunshine Group by the end of 2023 [3][4]. Group 2: Regulatory Actions - Jiangsu Securities Regulatory Bureau determined that Jiangsu Sunshine's failure to disclose significant events related to the land transaction violated multiple provisions of the Securities Law, leading to potential penalties [4][5]. - The regulatory body proposed a warning and fines totaling 2 million yuan for Jiangsu Sunshine, along with individual fines for key executives involved in the decision-making process [5][6].