Di Yi Cai Jing Zi Xun
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港股科网股,再度大涨
Di Yi Cai Jing Zi Xun· 2026-01-14 08:59
| 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 · | 成交额 | | --- | --- | --- | --- | --- | --- | | 0241 | 阿里健康 | 7.780c | 1.240 | 18.96% | 74.50亿 | | 9988 | 阿里巴巴-W | 169.000c | 9.100 | 5.69% | 407.86亿 | | 9626 | 哔哩哔哩-W | 258.000c | 12.600 | 5.13% | 19.79亿 | | 1024 | 快手-W | 81.950c | 3.500 | 4.46% | 58.42亿 | | 1347 | 材矿品房体 | 93.550c | 3.850 | 4.29% | 31.29亿 | | 3888 | 金山软件 | 32.780c | 1.320 | 4.20% | 8.04亿 | | 6618 | 京东健康 | 69.650c | 2.250 | 3.34% | 11.73亿 | | 0981 | 中芯国际 | 75.950c | 1.500 | 2.01% | 60.69亿 | 黄金板块上涨,万国黄金集团涨超14%,灵宝黄 ...
从260亿投资到15亿估值,姚振华举报观致核心资产遭低估“甩卖”
Di Yi Cai Jing Zi Xun· 2026-01-14 08:39
Core Viewpoint - The core issue revolves around the undervaluation of Qoros Auto's core assets during its bankruptcy restructuring, leading to protests from its controlling shareholder, Yao Zhenhua, against the ongoing auction process [1][2]. Group 1: Auction and Legal Actions - Yao Zhenhua has filed a complaint with the Supreme People's Court and Jiangsu Provincial High Court regarding the low valuation of Qoros Auto's assets, which he claims are worth 8 billion yuan, while the local court has valued them at only 1.5 billion yuan [2]. - The first auction for Qoros Auto's assets took place on December 30, 2025, with a starting price of approximately 1.075 billion yuan, but it failed to attract bids. The second auction is set to start at about 860 million yuan, reflecting a 20% discount from the first auction [2]. - Qoros Auto has submitted an objection to the court on January 12, requesting the immediate cancellation of the second auction, arguing that the core assets are being sold off at undervalued prices [2][4]. Group 2: Financial Background and Investments - From 2018 to the end of 2025, Baoneng Group has invested approximately 26 billion yuan in Qoros Auto, including 8 billion yuan for equity acquisition and 8.1 billion yuan for research and development [3][4]. - Baoneng has also cleared financial debts amounting to 2.6 billion yuan for Qoros Auto, indicating significant financial commitment to the company [4]. Group 3: Operational Capacity and Market Potential - Qoros Auto's Changshu factory has an annual production capacity of 150,000 vehicles and possesses several mature products, including Qoros 5 and Qoros 7, which have strong competitive advantages in various international markets [5]. - The Qoros 7 model is projected to generate substantial revenue, with each unit potentially yielding 20,000 to 30,000 yuan in export earnings, and the model could contribute over 20 billion yuan in annual revenue if production resumes [5]. Group 4: Historical Context and Challenges - Qoros Auto has faced operational difficulties since its establishment in December 2007, with significant losses reported in previous years, including a loss of 2.2 billion yuan in 2014 and 2.5 billion yuan in 2015 [6]. - After Baoneng Group acquired a controlling stake in 2017, Qoros Auto initially saw a surge in sales, primarily due to bulk purchases by Baoneng's rental company, but sales plummeted in subsequent years, leading to a near halt in production by 2020 [6][7].
赵明琪获任普洛斯中国CEO,聚焦新经济业务协同增效
Di Yi Cai Jing Zi Xun· 2026-01-14 07:59
Core Viewpoint - GLP Pte Ltd, a leading new economy infrastructure asset management and productive service company, has appointed Zhao Mingqi as the CEO of GLP China, marking a strategic move to enhance collaboration in its logistics, industrial infrastructure, computing centers, and renewable energy sectors [1][3]. Group 1: Leadership Appointment - Zhao Mingqi, a founding member of GLP, has been appointed as the CEO of GLP China, overseeing various business segments and reporting to the global CEO, Mei Zhimin [1][3]. - This appointment reflects GLP's commitment to local talent development and succession planning, emphasizing the importance of strengthening its new economy business in China [3]. Group 2: Business Expansion and Strategy - GLP China has expanded its operations from logistics supply chains to large-scale computing centers and renewable energy, establishing a highly integrated ecosystem [4]. - The company has built a strong reputation in private and public real estate funds and private equity investments, showcasing its collaborative business model [4]. Group 3: Operational Excellence - Zhao Mingqi has led a team of over 500 professionals, managing logistics and industrial infrastructure assets across 70 cities, with an operational area of 40 million square meters, serving over 2,500 clients [5]. - The company’s infrastructure solutions have significantly improved logistics supply chain efficiency, contributing to high occupancy rates and operational performance [5]. Group 4: Market Insights and Adaptation - GLP has continuously adapted its warehousing standards to meet the evolving needs of the Chinese market, participating in the development of national and industry standards [6][7]. - The company has transitioned its service focus from multinational corporations to local leading enterprises, with nearly 90% of its operations now supporting domestic demand [7]. Group 5: New Economy Infrastructure - GLP's services have expanded to include supply chain, computing, and renewable energy infrastructure, with 20 data centers providing 1.4 GW of IT load and over 1 GW of renewable energy capacity under management [7][9]. - The company plays a crucial role in supporting China's manufacturing upgrades, consumption boosts, and green transitions, aligning with national strategies for economic development [8][9]. Group 6: Investment and Future Outlook - GLP's real estate funds, such as the CICC GLP REIT, have been recognized for their robust performance, with significant dividends paid since its launch [10]. - Zhao Mingqi expressed confidence in leveraging GLP's unique business platform and insights to capture new opportunities for sustainable growth [10].
天普股份,上演“准地天板”
Di Yi Cai Jing Zi Xun· 2026-01-14 07:20
1月12日午间,天普股份发布澄清公告称,公司关注到个别投资者在股吧发表的不实言论,公司实际控 制人杨龚轶凡昨晚在杭州活动上发言,引起投资者关注与讨论。经公司核查,上述传闻不属实。 1月14日,临近尾盘,天普股份涨停,上演"准地天板",截至发稿,报194.26元,成交额超11亿元。 编辑丨瑜见 1月9日晚间,天普股份公告,公司于1月9日收到中国证监会下发的《立案告知书》,因公司股票交易异 常波动公告涉嫌重大遗漏等,根据相关法律法规,中国证监会决定对公司进行立案。另外,公司就近期 股票交易情况进行了核查。鉴于相关核查工作已完成,经公司向上海证券交易所申请,公司股票将于1 月12日(星期一)开市起复牌。 此前,天普股份连续两日跌停。1月12日,天普股份复牌一字跌停;1月13日,该股再度跌停。 ...
时隔十年,A股融资保证金比例再提高!新开合约最高1倍杠杆
Di Yi Cai Jing Zi Xun· 2026-01-14 05:19
对于此次调整的原因,根据交易所发布的通知称,近期,融资交易明显活跃,市场流动性相对充裕,根 据法定的逆周期调节安排,适度提高融资保证金比例回归100%,有助于适当降低杠杆水平,切实保护 投资者合法权益,促进市场长期稳定健康发展。 记者|黄思瑜 编辑|瑜见 1月14日,沪深北交易所发布通知调整融资保证金比例,将投资者融资买入证券时的融资保证金最低比 例从80%提高至100%。此次调整仅限于新开融资合约。 A股融资保证金比例,此前也发生过多次演变。2006年8月,沪深交易所发布融资融券交易试点实施细 则,投资者融资买入证券时,融资保证金比例不得低于50%,即最高可达两倍杠杆。2015年11月,沪深 交易所修订细则,将融资保证金比例从50%上调至100%,即最高一倍杠杆。再是2023年8月,沪深北交 易所将融资保证金比例从100%降低至80%。 ...
现货白银,首次突破90美元
Di Yi Cai Jing Zi Xun· 2026-01-14 03:37
编辑丨瑜见 花旗集团最新预测,白银将在未来三个月内达到每盎司100美元。 1月14日,现货白银首次突破90美元,再创历史新高,截至发稿,报90.004美元,日内涨超3%。 ...
互联网金融板块大涨,同花顺创历史新高
Di Yi Cai Jing Zi Xun· 2026-01-14 03:17
编辑丨瑜见 | 代码 | 名称 | 涨幅号 | 总金额 | 总市值 | 现价 | | --- | --- | --- | --- | --- | --- | | 300773 | 拉卡拉 | +20.02% | 37.06 Z | 249.2 4 | 32.08 | | 688580 | 新致软件 | +13.32% | 5.81 乙 | 70.69 G | 26.89 | | 688327 | 云从科技 --- | +12.27% | 11.91 乙 | 195.8 乙 | 18.84 | | 0600056 | 同辉信息 | +10.13% | 2.45 Z | 17.56 Z | 8.80 | | 688615 | 合合信息 | +10.06% | 17.61 Z | 493.5 Z | 352.51 | | 603918 | 金桥信息 | +10.02% | 10.59 C | 81.01 Z | 22.17 | | 200288 | 用灰网络 | +10.01% | 45.72 Z | 649.647 | 19.01 | | 005312 | 焦点科技 | +10.00% | 9.16亿 | 201 ...
【今晚播出】人工智能破解生命密码:通往150岁的万亿赛道 | 两说
Di Yi Cai Jing Zi Xun· 2026-01-14 02:59
Group 1 - The core viewpoint of the article discusses the transformative potential of AI in the field of healthcare, particularly in extending human lifespan and altering the perception of diseases like cancer [1][3] - The CEO of BGI Group, Yin Ye, engages in a dialogue with AI experts to explore the future of a trillion-dollar health economy driven by advancements in AI [1][3] - The article highlights the shift from viewing diseases as terminal to managing them as chronic conditions, suggesting that living up to 150 years may become a reality [1][3] Group 2 - The program "Two Talks" will feature insights on how science and AI are reshaping the future of life, with a focus on the implications for human longevity [1][3] - The show is scheduled to air on January 14 at 22:30 on Oriental TV and January 17 at 22:00 on First Financial [2][3]
世行:这可能是全球经济增长最疲软的十年
Di Yi Cai Jing Zi Xun· 2026-01-14 02:56
2026.01.14 本文字数:1580,阅读时长大约3分钟 作者 |第一财经 冯迪凡 当地时间13日,世界银行(下称"世行")发布最新一期《全球经济展望》报告,显示尽管贸易紧张局势 与政策不确定性持续存在,全球经济的韧性仍超出预期。 世行预计未来两年全球增速大体保持平稳,2026年为2.6%,2027年回升至2.7 %,较去年6月的预测有所 上调。 不过,世行也表示,即便当前预测正确无误,2020年至2030年可能是20世纪60年代以来全球经济增长最 疲软的十年。 世行认为,增长乏力正导致全球生活水平差距拉大:到2025年底,几乎所有发达经济体的人均收入均已 超越2019年水平,但约四分之一发展中经济体的人均收入仍低于2019年。 报告显示,尽管面临贸易紧张局势和政策不确定性加剧,过去一年全球经济在人工智能(AI)投资大 增等因素影响下仍展现出韧性。 世行表示,2025年,政策变动前的贸易激增与全球供应链的迅速调整支撑了经济增长。然而随着贸易与 内需走弱,这些提振效应预计将在2026年消退。 不过报告认为,全球金融条件趋于宽松及多个大型经济体的财政扩张应有助于缓冲经济下行。受劳动力 市场趋软及能源价格下降影 ...
港股GEO概念,大涨
Di Yi Cai Jing Zi Xun· 2026-01-14 01:56
1月14日,香港恒生指数开盘涨0.46%,恒生科技指数涨0.42%。 GEO概念再度走强,智谱涨逾7%,MINIMAX-WP涨逾2%。 | 名称 | 现价 | 涨跌幅 ▼ | | --- | --- | --- | | 智谱 | 194.700 | 7.10% | | MINIMAX-WP | 375.000 | 2.74% | | 趣致集团 | 25.800 | 1.90% | | 微盟集团 | 2.370 | 1.72% | | 第四范式 | 56.500 | 1.25% | | 迈富时 | 52.450 | 0.96% | | 美图公司 | 9.040 | 0.89% | 消费股走强,海底捞涨超5%。1月13日,海底捞国际控股有限公司发布公告称,苟轶群辞去CEO,张勇 接任。此外,公司的几名执行董事也有变更。 科网股走势分化,阿里巴巴涨逾2%,百度集团、腾讯控股涨逾1%;携程集团跌超3%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | HSI | 恒生指数 | 26971.97c 123.50 | | 0.46% | | HS ...