Di Yi Cai Jing Zi Xun
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云南规范存量PPP项目,部分转为政府投资项目
Di Yi Cai Jing Zi Xun· 2025-12-09 08:08
继国务院指导地方规范存量政府和社会资本合作(PPP)项目后,部分省份也根据本地实际情况出台具 体解决方案,这将有助于解决当前存量PPP项目遇到的诸多难题。 12月9日,云南省人民政府办公厅公开了《规范政府和社会资本合作存量项目建设和运营实施方案》 (下称《方案》),将在2026年6月底完成对全省PPP存量项目全面摸底排查,并建立"一项目一策"台 账和分类处理方案。到2027年底,基本解决PPP存量项目突出问题。目前云南省存量PPP项目投资额全 国领先。 PPP模式被认为有利于充分发挥市场机制作用,提升公共服务的供给质量和效率,实现公共利益最大 化。中国早在2014年大力推广PPP模式,各地PPP项目数量和投资额快速增长,虽改善了民生但野蛮生 长也带来不少问题。 因此2023年国务院出手规范了PPP模式,构建PPP新机制,将PPP模式范围缩窄至基于使用者付费特许 经营模式等。在这一PPP新机制下,原先PPP制度相继被废止,海量的存量PPP项目一度陷入困境。比 如银行等金融机构"不敢贷、不愿贷",存量在建PPP项目融资困难。 为解决总投资额超10万亿元的存量PPP项目诸多问题,今年8月20日,国务院办公厅转发财政 ...
“金字招牌”信仰崩塌,浙金中心陷入“祥源系”违约风暴
Di Yi Cai Jing Zi Xun· 2025-12-09 07:48
Core Viewpoint - The trust in "Zhejiang Financial Asset Trading Center" (now "Zhejiang Zhejin Asset Operation Co., Ltd.") has collapsed after the "Xiangyuan System" products faced a crisis, leading to significant financial losses for investors who believed in the stability and government backing of the platform [2][9]. Group 1: Investor Trust and Experience - Investors had a long-standing belief in the stability of the Zhejin Center, which operated for over 10 years with a steady return of around 5% [2][3]. - Many investors, including those who invested significant amounts, were unaware that the products they purchased were from the "Xiangyuan System" until the crisis occurred [4][6]. - The initial appeal of the Zhejin Center was its government backing and the perception of safety associated with its financial products, which were often linked to government projects [5][10]. Group 2: Product Details and Performance - A significant portion of the products on the Zhejin platform originated from the "Xiangyuan System," with one investor reporting an investment of 4.2 million yuan across 17 products, yielding annual returns between 4.4% and 5.1% [4][6]. - Specific products, such as "Financial Asset Income Rights (Maozheng Shaoxing)" and "Financial Asset Income Rights (Haihong Lishui)," were mentioned, with some already overdue for payment [4][7]. Group 3: Changes in Company Structure and Operations - The Zhejin Center's ownership structure has shifted, with private enterprises taking over from state-owned entities, leading to concerns about the platform's reliability [10][12]. - By the end of 2024, the Zhejin Center lost its financial asset trading business qualification, which raised alarms among some investors, although many remained unaware of this change [10][11]. - The new major shareholder, a private company, has connections to the "Xiangyuan System," which has led to increased scrutiny and concern among investors [12].
收盘丨创业板指冲高回落涨0.61%,福建板块再掀涨停潮
Di Yi Cai Jing Zi Xun· 2025-12-09 07:20
| ਖਿਨੇ | | 两日图 | 现价 | 流歧大 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | | 3909.52 | -14.56 | -0.37% | | 399001 | 深证成指 | | 13277.36 c | -52.63 | -0.39% | | 399006 | 创业板指 | min | 3209.60 c | 19.33 | 0.61% | 盘面上,有色金属板块全线回调,铝业、黄金领跌;地产、钢铁、化工、煤炭、券商跌幅居前。算力硬 件产业链走强,CPO方向反复活跃;福建本地股大涨。 具体来看,商业航天概念继续活跃,陕西华达、航天长峰、龙洲股份等多股涨停。 12月9日,A股三大指数涨跌互现。截至收盘,沪指跌0.37%,深成指跌0.39%,创业板指涨0.61%。 【资金流向】 主力资金全天净流入电子、船舶制造、医疗服务等板块,净流出有色金属、房地产、证券等板块。 具体到个股来看,胜宏科技、工业富联、雷科防务获净流入14.18亿元、9.93亿元、8.06亿元。 净流出方面,航天发展、贵州茅台、兴业证券遭抛售14.4 ...
“金字招牌”信仰崩塌,浙金中心是怎样陷入“祥源系”违约风暴的?
Di Yi Cai Jing Zi Xun· 2025-12-09 07:09
Core Viewpoint - The trust in "Zhejiang Financial Asset Trading Center" has collapsed after the "Xiangyuan System" products faced a crisis, leading investors to realize that their long-held belief in the stability and security of the platform was misplaced [1][2]. Group 1: Company Background - "Zhejiang Financial Asset Trading Center" was established in December 2013 and was initially backed by state-owned enterprises, providing a platform for the trading of various financial assets [8]. - The company has undergone significant changes, with state-owned shareholders withdrawing and private enterprises, such as Hangzhou Minzhi Investment Management Co., becoming the largest shareholder [8][10]. - As of December 2024, the company was renamed "Zhejiang Zhejin Asset Operation Co., Ltd." and experienced changes in its legal representative and management [10]. Group 2: Investor Experience - Investors believed in the platform's stability due to its state-owned background, with many investing significant amounts, such as 4.2 million yuan and 6 million yuan, in "Xiangyuan System" products with expected annual returns between 4.4% and 5.1% [3][4]. - Many investors were unaware that the products they purchased were from the "Xiangyuan System" and felt a false sense of security due to the platform's long-standing reputation [2][4]. - The crisis was first noticed when products failed to pay out after their maturity dates, leading to a realization of the underlying issues with the platform [5]. Group 3: Product and Financial Details - Over 90% of the products on the platform were from the "Xiangyuan System," with a total trading scale exceeding 12 billion yuan as of December 8, 2023 [11]. - The products were initially marketed as secure investments tied to government projects, which contributed to the investors' trust [3][4]. - The financial products offered were designed to be transferable, allowing investors to sell their holdings, although this became problematic as the crisis unfolded [7].
600222,上演“天地板”

Di Yi Cai Jing Zi Xun· 2025-12-09 06:30
Group 1 - The core point of the news is that Tai Long Pharmaceutical experienced significant stock price volatility, opening with a limit increase before dropping sharply and then recovering slightly by the end of the trading day [1] - After a week of suspension, Tai Long Pharmaceutical announced that its controlling shareholder, Tai Rong Investment, had reached an agreement with relevant parties regarding a potential change in company control, leading to the resumption of trading on December 9 [3] - On December 8, Tai Rong Investment and Zhengzhou Zhongsheng Industrial Group, a shareholder with over 5% stake, reached an agreement with Jiang Pharmaceutical Holdings regarding a share transfer and governance matters, which includes the transfer of 8.73% of the company's shares at a price of 11.043 yuan per share, totaling 553 million yuan [4] Group 2 - The agreement will establish a consistent action relationship between Tai Rong Investment and Jiang Pharmaceutical Holdings regarding major company decisions, solidifying Jiang Pharmaceutical Holdings' control over Tai Long Pharmaceutical [4] - If the share transfer and related agreements proceed smoothly, Jiang Pharmaceutical Holdings will hold 7.37% of the shares after the first transfer, and through the agreement, will control a total of 14.37% of the shares, resulting in a change of the controlling shareholder from Tai Rong Investment to Jiang Pharmaceutical Holdings [4]
这一概念,午后再度走强
Di Yi Cai Jing Zi Xun· 2025-12-09 06:05
Group 1 - The commercial aerospace sector is experiencing a strong resurgence, with Aerospace Electromechanical hitting the daily limit up and achieving five consecutive trading days of gains [1] - Qianzhao Optoelectronics surged over 14%, reaching a historical high, while other companies like Longzhou Co., Taiyong Changzheng, Aerospace Changfeng, and Dahua Intelligent also hit the daily limit up [3] Group 2 - Notable stock performances include: - Shaanxi Huada up 17.76% at 61.60 - Qianzhao Optoelectronics up 14.46% at 27.00 - Zais Technology up 10.09% at 6.33 - Longzhou Co. up 10.03% at 9.54 - Taiyong Changzheng up 10.02% at 19.44 - Aerospace Changfeng up 10.00% at 20.46 - Dahua Intelligent up 9.96% at 7.84 - Leike Defense up 9.00% at 9.69 - Aerospace Power up 7.60% at 33.40 - Xinyin Electronics up 7.14% at 25.50 [4]
中国中冶,触及跌停
Di Yi Cai Jing Zi Xun· 2025-12-09 02:26
| G | 中国中冶(601618) | | | | | --- | --- | --- | --- | --- | | | 交易中 12-09 10:05:12 融 通 | | | | | 3.05 | 额 14.6亿 股本 207.24亿 市盈 16.3 | | | 万得 2 | | | -0.34 -10.03% 换 2.66% 市值 594亿 市净 0.61 | | | | | 港股 1.900 -0.480 -20.17% | | | 溢价(H/A) -43.32% | | | 分时 | 五日 日K 周K | 目K | 更多 ○ | | | 叠加 | | 均价:3.09 | | 盘口 资金 | | 3.73 | | 10.03% 卖五 | | 3.102.70万 | | | | | | 3.09 1.50万 | | | | | | 3.08 1.60万 | | | | | | 3.07 1.20万 | | 3.39 | | 0.00% 买一 | | 3.063.00万 | | | | | | 3.054.60万 | | | | at ho -10.03% | | | | 9:30 | 11:30/1 ...
盘初直线拉升,002343涨停
Di Yi Cai Jing Zi Xun· 2025-12-09 01:54
Group 1 - The core viewpoint of the article highlights significant stock price increases in the Chinese film and media industry, with several companies experiencing notable gains [2][3] - Ciwen Media saw a maximum increase of 10.02%, reaching a price of 8.89 [3] - Bona Film Group experienced a rise of 9.40%, with its current price at 10.59 [3] - Other companies such as China Film, Huanrui Century, Jinyi Media, Happy Blue Ocean, and Hengdian Film also reported increases in their stock prices, ranging from 2.49% to 3.83% [2][3]
A股低开,这些概念回调
Di Yi Cai Jing Zi Xun· 2025-12-09 01:47
沪指低开0.19%,深成指低开0.26%,创业板指低开0.21%。 | ન્દ્રન | 名称 | 内日图 | 现价 | 涨跌 | 版跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 1 | 3916.51 | -7.57 | -0.19% | | 399001 | 深证成指 | 5.W | 13295.62 | -34.37 | -0.26% | | 399006 | 创业板指 | | 3183.61 | -6.66 | -0.21% | 盘面上,商业航天、算力硬件、光伏、锂矿概念股回调,深海科技题材走强。 2025.12.09 本文字数:533,阅读时长大约1分钟 作者 |一财阿驴 09:29国债期货开盘,30年期主力合约涨0.41%,10年期主力合约涨0.13%,5年期主力合约涨0.07%,2 年期主力合约涨0.02%。 09:25 A股开盘丨三大指数集体低开 个股方面,威帝股份高开超6%,消息面上,公司拟以现金方式收购玖星精密控股股东51%股权,并同 步收购玖星精密部分股权。 | | 威帝股份 603023 | | 茶 汽车零部件 ...
滚动更新丨A股三大指数集体低开,锂矿概念股回调
Di Yi Cai Jing Zi Xun· 2025-12-09 01:41
Market Overview - The 30-year treasury futures rose by 0.41%, while the 10-year, 5-year, and 2-year contracts increased by 0.13%, 0.07%, and 0.02% respectively [1] - The A-share market opened lower, with the Shanghai Composite Index down by 0.19%, the Shenzhen Component Index down by 0.26%, and the ChiNext Index down by 0.21% [1][2] Stock Performance - Weidi Co., Ltd. (威帝股份) opened over 6% higher, as the company plans to acquire 51% equity of Jiuxing Precision's controlling shareholder and part of Jiuxing Precision's shares [2] - Pushin Co., Ltd. (普申股份) opened over 8% higher, announcing plans to purchase 49% equity of high-performance storage company Noah Changtian [4] Sector Trends - In the market, sectors such as commercial aerospace, computing hardware, photovoltaic, and lithium mining stocks experienced a pullback, while deep-sea technology themes gained strength [2] - The Hang Seng Index opened up by 0.06%, while the Hang Seng Technology Index fell by 0.11%. The non-ferrous metals and semiconductor sectors weakened, while the new energy vehicle industry showed strength [4]