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诺贝尔经济学奖获得者阿吉翁曾接受一财独家专访,他说了什么
Di Yi Cai Jing Zi Xun· 2025-10-13 10:40
10月13日,瑞典皇家科学院将2025诺贝尔经济学奖授予三位经济学奖:乔尔·莫基尔(Joel Mokyr)、菲 利普·阿吉翁(Philippe Aghion)和彼得·豪伊特(Peter Howitt),以表彰他们"阐释了创新驱动的经济增 长"。 其中一半奖金授予来自美国西北大学的莫基尔,以表彰其"发现了通过技术进步实现持续增长的先决条 件",另一半奖金共同授予来自法兰西学院和欧洲工商管理学院以及英国伦敦政治经济学院(LSE)的 阿吉翁和美国布朗大学的豪伊特,以表彰他们"通过创造性破坏实现持续增长的理论"。 第一财经:创造性破坏理论是经济学家熊彼特的观点,简单而言指每一次大规模创新都淘汰旧的技术和 生产体系,并建立起新的生产体系。在2021年的疫情中,新行业不断涌现、旧行业出现衰败。各国政策 制定者要怎么应对? 阿吉翁:政府帮助雇员和企业重新适应新的经济环境是非常重要的。我认为国家在(对民众)进行教育 和培训、提供适当收入保险以及把人们重新分配到新的经济活动中应当起重要作用,这就是让"创造性 破坏"发挥作用的地方。 第一财经:你如何评价美国在应对疫情方面的经济措施? 其中,阿吉翁为经济增长理论领域的泰斗。通过建 ...
9月出口大幅上行超预期,关税波动下中国外贸承压加大
Di Yi Cai Jing Zi Xun· 2025-10-13 09:16
Core Insights - China's foreign trade has shown resilience and structural optimization, achieving a total import and export value of 33.61 trillion yuan in the first three quarters of the year, a year-on-year increase of 4% [1] - The export growth rate reached 7.1%, while imports saw a slight decline of 0.2% [1] - The third quarter showed improvements in trade performance compared to the first eight months, with increases in overall trade, exports, and imports by 0.5%, 0.2%, and 1 percentage point respectively [1] Trade Performance - In September, imports and exports grew by 8%, with exports increasing by 8.4% and imports by 7.5%, marking a significant rise from August's figures [2] - The increase in September exports was attributed to a low base from the previous year and the timing of the Mid-Autumn Festival, along with a rise in working days [2] - High demand for chips and automobiles contributed to export growth, with chip exports rising by 32.7% and automobile exports by 10.9% in September [2] Export Dynamics - Exports to the U.S. continued to decline significantly, with a year-on-year drop of 27.0% in September, although this was an improvement from the previous month's decline of 33.1% [3] - Non-U.S. exports showed a positive trend, with a year-on-year increase of 14.8% in September, driven by strong performance in the EU, ASEAN, and Belt and Road economies [3] - Exports to Belt and Road economies grew by 17.2%, with notable increases to Latin America and Africa [3] Growth Drivers - China's foreign trade has achieved continuous growth for eight consecutive quarters, with a 6% increase in the third quarter [4] - The export of high-tech products reached 3.75 trillion yuan, growing by 11.9% and contributing over 30% to overall export growth [5] - Cross-border e-commerce has also been a key growth engine, with imports and exports reaching approximately 2.06 trillion yuan, a growth of 6.4% [6] Future Outlook - The fourth quarter may face challenges, with potential declines in export growth due to high base effects from the previous year and ongoing trade tensions [8] - The logistics and shipping indices indicate a weak export environment, particularly for U.S. routes, while non-U.S. routes show limited growth potential [9] - Recent increases in shipping rates may provide some support, but overall trade policies remain uncertain, impacting global economic stability [10]
《股东来了》防非微短剧来了!系列投教访谈同步亮相
Di Yi Cai Jing Zi Xun· 2025-10-13 09:04
Core Insights - The article discusses the launch of a new educational micro-drama series titled "股东来了" aimed at preventing illegal securities activities, which has gained significant traction with over 12 million views within a day of its release [1][5]. Group 1: Overview of the Micro-Drama Series - "股东来了" is a collaborative project between 第一财经 and 中证中小投资者服务中心, designed to educate investors about various illegal securities activities through storytelling [1][5]. - The series consists of 10 episodes, each approximately 10 minutes long, focusing on different types of investment scams while maintaining a cohesive narrative throughout [9]. Group 2: Content and Themes - The micro-drama features a protagonist, a journalist named 孙奇奇, who investigates various illegal securities activities, including stock market manipulation, illegal stock recommendations, and fraudulent investment schemes [4][5]. - The series incorporates modern storytelling techniques such as sci-fi, detective, and suspense elements to make the educational content more engaging and accessible to a younger audience [5][7]. Group 3: Production and Technology - The production team utilized AI technology extensively, including AI-generated scenes and character animations, which helped reduce filming time and costs while enhancing the overall production quality [6][7]. - The series is part of a broader initiative to leverage new media formats for financial education, addressing the challenges of traditional educational methods in attracting and retaining audience interest [7]. Group 4: Broadcast and Accessibility - "股东来了" is available on multiple platforms, including social media and streaming services, ensuring wide accessibility for viewers [9]. - The accompanying educational program "秒懂金融" will air weekly, featuring discussions with experts to further analyze the themes presented in each episode and provide deeper insights into preventing investment fraud [9].
西贝成立新公司,仅销售预包装食品
Di Yi Cai Jing Zi Xun· 2025-10-13 08:37
2025.10.13 本文字数:937,阅读时长大约2分钟 爱企查App显示,近日,深圳市玉华美好餐饮管理有限公司成立,法定代表人为杜柳,注册资本100万 元人民币,经营范围包括餐饮管理、食品销售(仅销售预包装食品)、食品互联网销售(仅销售预包装 食品)等。 股东信息显示,该公司由内蒙古西贝餐饮集团有限公司、深圳市本康美好餐饮管理合伙企业(有限合 伙)共同持股。其中西贝餐饮持有95%的股权,深圳市本康美好餐饮管理合伙企业(有限合伙)持有 5%的股权。注册地址为深圳市宝安区福永街道万利商务中心。 | | 重企业 · 深圳市玉华美好报饮管理有限公司 | 17-7 | | 应用 · > 老户特惠 | HAPF | | --- | --- | --- | --- | --- | --- | | 基本信息。 | 司法信息 经营诊断 9994 | 知识产权 | 企业发展 2 | 经营状况 | 历史信息 | | 工商注册 Q RE空更时报则找 | | | | | | | 工商注册 | 历史工商注册 | | | | 圣 下载鼓冠 ◎ 壹企壹 | | 企业名称 | 深圳市玉华奥好餐饮管理有限公司 | | 统一社会信用代码( | ...
银行股,走强
Di Yi Cai Jing Zi Xun· 2025-10-13 06:02
| 代码 | 名称 | 现价 | 涨跌幅 · | | --- | --- | --- | --- | | 600000 | 浦发银行 | 12.52 | 5.74% | | 601009 | 南京银行 | 11.33 | 4.81% | | 601077 | 渝农商行 | 6.74 | 3.85% | | 601665 | 齐鲁银行 | 6.08 | 3.23% | | 601229 | 上海银行 | 9.45 | 2.83% | | 601963 | 重庆银行 | 9.27 | 2.77% | | 601838 | 成都银行 | 17.97 | 2.74% | (头图由AI生成) 10月13日午后,银行板块震荡走强,浦发银行涨超5%,南京银行涨超4%,渝农商行、齐鲁银行、上海 银行、重庆银行等涨幅靠前。 上证指数 跌幅再度收窄,现跌0.47%。 ...
超4500只个股下跌
Di Yi Cai Jing Zi Xun· 2025-10-13 04:12
Market Overview - The Shanghai Composite Index fell by 1.30%, the Shenzhen Component Index dropped by 2.56%, and the ChiNext Index decreased by 3% [2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.58 trillion yuan, a decrease of 659 billion yuan compared to the previous trading day, with over 4,500 stocks declining [3] Sector Performance - The rare earth permanent magnet sector saw a significant increase of 5.22%, with stocks like Galaxy Magnetic and Baotou Steel hitting their daily limit [4][8] - The semiconductor sector rebounded, with companies like Luxshare Precision and Zhaoyi Innovation showing strong performance [6] - The banking sector experienced gains, with Shanghai Pudong Development Bank rising over 5% [4] - The consumer electronics and robotics sectors faced notable declines, with significant drops in stocks related to these industries [2][4] Notable Stocks - Kingsoft Software's stock surged over 17% in Hong Kong, while Kingsoft Office rose nearly 18% in the A-share market [6][14] - The stock of *ST Yushun reached its daily limit, trading at 35.34 yuan, marking a 4.99% increase [4] - Bluefeng Biochemical also hit its daily limit after a significant price increase, recovering from previous declines [4] Bond Market - Government bond futures saw an overall increase, with the 30-year main contract rising by 0.68% and the 10-year main contract increasing by 0.20% [8][9] Commodity Market - The main contract for coking coal saw a daily decline of 3%, trading at 1,129 yuan per ton [15] - The copper futures market showed a slight recovery, with the main contract trading at 85,040 yuan per ton, down 2.07% [16]
小米暴跌近7%
Di Yi Cai Jing Zi Xun· 2025-10-13 03:54
| < W | 小米集团-W(1810) | | | | --- | --- | --- | --- | | | 10-13 11:39:29 通 | | | | 48.480 | 额 100亿 股本 260.28亿 市盈 30.9 | | 万得 20 | | -3.570 -6.86% | 换 0.94% 市值 12618亿 市净 4.56 | | | | 分时 | 五日 日K 周K 月K | 甲名 ( | | | | 均价:49.903 | | | | 管加 | | 盘口 成交 | | | 55.660 | 6.94% 卖10 48.660 16.40万(30) | | | | | | 卖9 48.640 17.00万(21) | | | | | 卖8 48.620 22.60万(39) | | | | | 卖7 48.600 20.30万(38) | | | | | 卖6 48.580 13.50万(22) | | | 52.050 | 0.000 25 48.560 17.70万(21) | | | | | | 卖4 48.540 7.00万(23) | | | | | 卖3 48.520 16.80 ...
000034,“天价”离婚案新进展→
Di Yi Cai Jing Zi Xun· 2025-10-13 03:33
Core Viewpoint - The high-profile divorce case of Guo Wei, the controlling shareholder of Digital China (000034.SZ), has attracted significant attention in the A-share market, particularly due to the potential financial implications and stock price movements associated with the case [2]. Group 1: Divorce Case Details - The Beijing Haidian District People's Court ruled on September 30 that Guo Wei and his wife, Guo Zhengli, are to be divorced, with property division to be determined later [2]. - Guo Wei's approximately 77.39 million shares of Digital China have been judicially frozen since January, valued at around 3.4 billion yuan based on the October 10 closing price of 43.86 yuan per share [2]. - The stock price of Digital China has nearly doubled from around 22 yuan to 43.86 yuan since August of the previous year, reaching a historical high of 60.11 yuan in April this year [2]. Group 2: Legal Proceedings - The divorce case is being processed in both Beijing and Hong Kong, which may lead to conflicting rulings due to differences in legal systems and property distribution laws between the two regions [3]. - Guo Zhengli initiated divorce proceedings in Hong Kong in July 2024, while Guo Wei filed in Beijing, possibly due to unfamiliarity with Hong Kong's legal processes [2][3]. Group 3: Impact on Company Control - Guo Wei remains the chairman of Digital China and other affiliated companies, holding approximately 155 million shares of Digital China (21.49% ownership) and 360 million shares of Digital Holdings (21.44% ownership) [3]. - The divorce could significantly impact the control of Digital China and its affiliated companies, with potential risks of changes in the controlling shareholder if Guo Wei's frozen shares are disposed of [4].
这一方向,集体上攻
Di Yi Cai Jing Zi Xun· 2025-10-13 03:13
Group 1 - The semiconductor industry chain is experiencing a strong upward trend, with significant gains in wafer foundry and advanced packaging sectors [1] - Notable stock performances include Huahong Semiconductor and CanSemi, both rising over 10%, while Silan Microelectronics increased nearly 7%, and SMIC rose over 5% [1][2] - Other companies such as China Resources Microelectronics, New Clean Energy, Sanan Optoelectronics, and Fuman Microelectronics also showed positive movements in their stock prices [1]
金山软件AH股大涨
Di Yi Cai Jing Zi Xun· 2025-10-13 02:47
Core Viewpoint - Kingsoft Software's AH shares experienced significant gains on October 13, with Hong Kong shares rising nearly 13% and A-shares increasing over 11% [1][2]. Group 1: Stock Performance - Kingsoft Software's Hong Kong stock rose nearly 13%, previously peaking at over 15% [1]. - A-shares of Kingsoft Office increased over 11%, with a prior increase exceeding 16% [1]. Group 2: Market Data - As of October 13, the stock price of Kingsoft was 36.260, with a market capitalization of 508 billion [2]. - The trading volume was 22.2 million shares, with a price-to-earnings ratio of 27.4 [2].