Jin Rong Jie
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A股重要信息回顾:加大对山水林田湖草沙一体化保护和修复工程的支持力度,阿里千问App全面接入淘宝闪购和支付宝AI付
Jin Rong Jie· 2026-01-15 08:01
Company News - WuXi AppTec launched a voluntary conditional cash offer for Dongyao Pharmaceutical at HKD 4 per share, representing a premium of approximately 99% over the unaffected closing price, with a maximum consideration of about HKD 2.79 billion, and expects revenue, gross profit, and adjusted net profit for FY2025 to grow by over 45%, 70%, and 45% year-on-year, respectively, with currency impact excluded showing over 65% growth [1] - Alibaba's Qianwen App has fully integrated with Taobao Flash Purchase and Alipay AI Payment, allowing users to complete ordering and payment within the app's chat interface, and launched "Qianwen Classroom" to support instant grading, error analysis, and free video lessons from real teachers [1] - Zhongtai Automobile elected Han Biwen as the chairman of the ninth board of directors and he will continue to serve as the president [1] - Dinglong Co., Ltd. plans to issue H-shares for listing in Hong Kong to accelerate the expansion of its innovative materials business in overseas markets [1] - Henghui Security's robotic flexible joint protective components and other protective products have completed commercialization and achieved small batch deliveries [1] - Fenglong Co., Ltd. intends to permanently supplement working capital with approximately CNY 138 million of surplus raised funds [1] - Boying Special Welding's Vietnam production base has put into operation four HRSGs in the first phase, currently operating at full capacity [1] Industry News - The Ministry of Finance revised the "Key Ecological Protection and Restoration Fund Management Measures," increasing support for integrated protection and restoration projects for mountains, rivers, forests, fields, lakes, grass, and sand, with the maximum central financial subsidy ratio set at 75% for intra-provincial projects (up to CNY 2 billion) and 80% for inter-provincial projects (up to CNY 2.5 billion), and for the first time clarifying support for cross-provincial joint application projects [1] - The Ministry of Transport and the Ministry of Emergency Management jointly issued regulations to provide free passage for vehicles executing emergency rescue tasks, ensuring full coverage of such vehicles, and allowing for "pay first, refund later" for vehicles that fail to report in time [1] - The Ministry of Human Resources and Social Security, the Central Cyberspace Administration, the Ministry of Industry and Information Technology, the Ministry of Public Security, and the Financial Regulatory Bureau jointly issued a notice to standardize the release of recruitment information on online platforms, emphasizing the responsibility of platforms to protect job seekers' legal rights [1] - The market supervision departments of Jiangsu, Zhejiang, Anhui, and Shanghai released the 2.0 version of the "Regulations on Not Punishing and Mitigating Penalties for Minor Violations in the Yangtze River Delta Market Supervision Field," which will take effect on February 1 [1] - The Ministry of Agriculture and Rural Affairs approved the establishment of a key laboratory for intelligent harvesting robots in Nanjing, led by Jiangsu Jicui Intelligent Manufacturing Technology Research Institute, with participation from Jiangsu Academy of Agricultural Sciences and Nanjing Agricultural Mechanization Research Institute [1]
富特科技:预计2025年净利润同比增长121.98%~164.26%
Jin Rong Jie· 2026-01-15 08:01
富特科技公告,预计2025年度净利润为2.1亿元~2.5亿元,同比增长121.98%~164.26%。2025年,全球 新能源汽车市场延续高速增长态势。国内外新能源汽车销量的持续提升,为公司经营业绩增长奠定了坚 实的外部基础。 ...
今飞凯达:年产200万件新能源汽车轮毂项目进入试运行
Jin Rong Jie· 2026-01-15 08:01
Core Viewpoint - The company announced the investment in a new project to produce 2 million aluminum alloy wheels for electric vehicles, with a total planned investment of approximately 557.18 million yuan, aiming to enhance its industry scale and competitiveness while advancing its global strategy [1] Group 1 - The subsidiary Watson Manufacturing will undertake the project, which has a construction period of about 2 years [1] - As of the announcement date, the project has completed the main construction and equipment installation, entering the trial operation phase with generally normal results [1] - The production launch of this project is expected to improve the company's supply chain system [1] Group 2 - The company acknowledges potential economic uncertainties due to fluctuations in raw material prices [1]
金沃股份:预计2025年净利润同比增长76.00%-98.96%
Jin Rong Jie· 2026-01-15 08:01
金沃股份公告,预计2025年度净利润为4600万元–5200万元,同比增长76.00%-98.96%。预计营业收入为 12.4-12.5亿元,同比增长8.16%-9.03%。预计非经常性损益对本报告期净利润的影响金额约为444万元, 主要为收到的政府补助。 ...
净利暴增35%创历史新高!台积电Q4财报出炉,AI加速器将成2026年最大增量
Jin Rong Jie· 2026-01-15 07:45
市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 本文源自:市场资讯 作者:观察君 2026年1月15日,全球最大芯片代工制造商台积电公布2025年第四季度财报。在人工智能芯片强劲需求 推动下,该季度净利润同比增长35%,创下历史新高,同时实现连续第八个季度利润同比增长,业绩表 现超出市场预期。 按业务平台划分,高性能计算(HPC)和智能手机分别贡献净营收的55%和32%,物联网、汽车、数据 通信设备及其他板块占比合计13%。逐季来看,HPC、智能手机、物联网及其他领域营收分别实现 4%、11%、3%和14%的增长,汽车和数据通信设备营收则较2025年第三季度分别下降1%和22%。地域 维度上,北美地区客户收入占总净收入的74%,其余收入来自亚太、中国、日本及欧洲中东非洲地区。 台积电高管透露,未来三年将显著增加资本支出,2026年资本支出预计达520亿美元至560亿美元,而 2025年全年资本支出为409亿美元。同时,台积电预计2026年以美元计价的销售额将增长近30%,尽管 人工智能加速器将成为增量收入最大贡献者,但整体收入增长将由智能手机、HPC、物联网及汽车等多 平 ...
央行:增加支农支小再贷款额度5,000亿元 总额度中单设中小民营企业再贷款 额度1万亿元
Jin Rong Jie· 2026-01-15 07:25
责任编辑:钟离 股票频道更多独家策划、专家专栏,免费查阅>> 央行副行长邹澜表示,将支农支小贷贷款与再贴现打通使用,增加额度,并单设民营企业再贷款,合并 使用支农支小贷款与再贴现额度,增加支农支小再贷款额度5,000亿元,总额度中单设中小民营企业再 贷款,额度1万亿元,重点支持中小民营企业。 ...
凯本财险总经理夏东佑辞任,副总白承珉出任临时负责人
Jin Rong Jie· 2026-01-15 07:25
近日,凯本财险官网发布公告称,夏东佑因个人原因辞去总经理职务。为保证公司管理平稳过渡,董事 会决定由现任副总经理兼财务负责人白承珉担任临时负责人,全面主持公司经营管理工作。 官网资料显示,白承珉(BAEK SEUNGMIN),1985年出生,韩国国籍,曾任株式会社KB财产保险财 务会计部科长,于2024年5月23日出任凯本财险副总经理兼财务负责人。 关键词阅读:凯本财险 总经理 临时负责人 责任编辑:栎树 ...
中信银行支持消费者将Visa卡绑定Apple Pay,境外支付更便捷、更安全
Jin Rong Jie· 2026-01-15 07:25
Core Insights - Citic Bank has announced support for binding its Visa credit and debit cards to Apple Pay, allowing cardholders to make payments anywhere Visa's "tap to pay" is accepted, both online and offline [1][4]. Group 1: Digital Financial Innovation - The integration of Apple Pay is part of Citic Bank's efforts to accelerate its digital transformation and enhance the convenience and competitiveness of its financial services [1]. - This initiative is seen as a significant step in promoting digital financial innovation and injecting new momentum into cross-border payment solutions for outbound customers [1]. Group 2: User Experience and Security - Apple Pay offers a simple, secure, and private payment method, allowing consumers to use it across various scenarios, including physical stores and online platforms [4]. - The setup process for adding Citic Bank's Visa cards to Apple Pay is straightforward, requiring users to follow prompts in the bank's app or the Wallet app on their iPhone [4]. - Security is a core feature of Apple Pay, as actual card numbers are not stored on devices or Apple servers; instead, a unique device account number is generated and securely stored [6]. Group 3: Customer Benefits and Market Trends - Cardholders can continue to enjoy the same rewards and benefits as with physical cards, including exclusive offers from Visa for first-time users and travel-related discounts [6]. - The demand for outbound travel among Chinese residents remains strong, with increasing booking volumes reported by major travel platforms, indicating a growing interest in international exploration [6]. - Citic Bank aims to strengthen relationships with global partners and expand overseas consumption scenarios to enhance user experience in digital finance [6].
重构零售人力模型:物美调改员工扩编实录与行业启示
Jin Rong Jie· 2026-01-15 07:24
物美自2025年3月启动调改以来,员工数量实现规模化增长,单店平均增幅超1.5倍,核心门店翻倍扩 容,截至2025年11月累计新增岗位超3000个,结合100家门店调改规划,预计总新增岗位达4000-6000 个,以"扩编+涨薪+福利升级"践行以人为本的调改战略,彻底打破"调改减员"误区。 一、调改的底层逻辑是"扩编提质",而非"减员增效" 物美此次调改以"学习胖东来、升级AI新质零售"为核心,并非单纯的业态翻新,而是围绕"人、货、 场"的全链条升级。集团新闻发言人许丽娜明确表示,调改的核心突破是对"人"的价值重估,通过增加 人员配置、提升员工福利,构建"员工满意→服务提升→顾客复购"的正向循环,用人成本的合理增加将 通过长期业绩增长覆盖,扩编是调改战略的核心举措之一。 二、四大维度印证员工数量显著增加 1. 单店扩编力度空前,核心门店增幅超100% 调改后门店因新增现制熟食、烘焙、生鲜精细化服务等业态,及AI技术赋能后的服务升级需求,人员 配置大幅扩容,多家门店员工数量翻倍增长,具体案例如下: 北京学清路店(首家AI新质零售调改店):调改前员工130名,调改后增至260名,增幅达100%,部分 报道提及按技 ...
2025全年金融数据出炉!人民币贷款增加16.27万亿元,全年人民币存款增加26.41万亿元
Jin Rong Jie· 2026-01-15 07:24
Group 1: Financial Data Overview - In December, the total RMB loans increased by 16.27 trillion yuan for the year, with household loans rising by 441.7 billion yuan and corporate loans increasing by 15.47 trillion yuan [1][8] - The broad money supply (M2) reached 340.29 trillion yuan at the end of December, reflecting an 8.5% year-on-year growth [5] - The total social financing scale stock at the end of 2025 was 442.12 trillion yuan, showing an 8.3% year-on-year increase [2] Group 2: Loan Composition - By the end of 2025, the balance of RMB loans to the real economy was 268.4 trillion yuan, up 6.3% year-on-year, while foreign currency loans decreased by 18% [2][3] - The increase in RMB loans to the real economy for the year was 15.91 trillion yuan, which was a decrease of 1.13 trillion yuan compared to the previous year [4] - The corporate bond balance reached 34.24 trillion yuan, marking a 6% year-on-year increase [2] Group 3: Deposits and Currency - The total deposits in both RMB and foreign currencies reached 336.14 trillion yuan at the end of December, with RMB deposits increasing by 26.41 trillion yuan for the year [6][7] - The foreign currency deposit balance was 1.07 trillion USD at the end of December, reflecting a 25% year-on-year growth [7] - The net cash injection for the year was 1.31 trillion yuan [5] Group 4: Interest Rates and Market Activity - The average weighted interest rate for interbank RMB market lending was 1.36% in December, lower than the previous month and the same period last year [9] - The total transaction volume in the interbank RMB market reached 218.03 trillion yuan for the year, with daily average transactions increasing by 2.1% year-on-year [8]