经中共中央批准，中央纪委国家监委对中国海洋石油集团有限公司原党组成员、副总经理袁光宇严重违 纪违法问题进行了立案审查调查。经查，袁光宇丧失理想信念，背弃初心使命，对抗组织审查；无视中 央八项规定精神，接受可能影响公正执行公务的打高尔夫球活动安排；在职务晋升方面为他人谋取利 益；搞钱色交易，退休后违规从事与原任职务管辖业务相关的营利活动、违规任职；毫无纪法底线，肆 无忌惮"靠石油吃石油"，大搞权钱交易，利用职务便利为他人在项目承揽、企业经营等方面谋利，并非 法收受巨额财物。袁光宇严重违反党的政治纪律、组织纪律、廉洁纪律和生活纪律，构成严重职务违法 并涉嫌受贿犯罪，且在党的十八大后不收敛、不收手，性质严重，影响恶劣，应予严肃处理。依据《中 国共产党纪律处分条例》《中华人民共和国监察法》《中华人民共和国公职人员政务处分法》等有关规 定，经中央纪委常委会会议研究并报中共中央批准，决定给予袁光宇开除党籍处分；按规定取消其享受 的待遇；收缴其违纪违法所得；将其涉嫌犯罪问题移送检察机关依法审查起诉，所涉财物一并移送。 ...

83位公司董秘中，年龄介于50岁——59岁的有49位，占比59.03%，接近六成，是非银金融行业的中坚力量； 年龄介于40岁——50岁的有26位，占比31.33%；年龄在30-39岁的有7位，占比8. 从学历构成看，硕士学历人数最多为47人，占比56.63%；本科学历23人，占比27.71%；博士学历人数为12人，占比14.46%；大专及以下学历只有1人，是来自华西证券的董秘曾颖。 资料显示，曾颖，男，汉族，1973年3月生，中国国籍，无境外居留权，现任华西证券董事会秘书。1993年7月至2005年2月，泸州老窖员工；2005年2月至2006年1月，泸州老窖总经办副主任 众所周知，华西证券是泸州老窖旗下的券商，是唯一一家白酒集团控制的券商。从2009年6月开始，曾颖就在泸州老窖担任董秘，至今已经有16年的董秘工作经验。从2016年2月开始，曾颖开始 从薪酬看，83家公司董秘2024年平均薪酬116.2万元，其中薪酬最高的是中国平安的盛瑞生，2024年薪酬为373.68万元；薪酬最低的是中原证券的郭良勇，年薪仅19.24万元。 专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 董 ...

值得注意的是，在CFO年薪排名前10的上市公司中，大众交通在2019年至2023年期间，以发放现金、支付保险费形式向部分董监高发放经营绩效奖励金，但未在相应年度定期报告中纳入董监高 同时，公司2019年至2023年的董事、监事年度薪酬方案未提交股东大会审议，高管的薪酬分配方案未向股东大会说明。由于上述违规行为，2024年大众交通受到监管层出具监管工作函等处罚。 此外，大众交通2024年营收下滑最快，同比降幅达36.9%，但公司CFO郭红英年薪仍达230万元，在行业内位列第三。 导语：大众交通2024年因董监高报酬披露不实等被处罚，而公司CFO郭红英年薪达230万，位列业内第三。 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股CFO数据报告》显示，2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元，平 分行业来看，A股和新三板交通运输行业（申万一级）进入统计的上市公司共116家，CFO薪酬合计金额8826万元，平均年薪约76.75万元，中位数约61万元。 专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 ...

Group 1 - The core viewpoint of the news highlights a strong performance in the communication sector, with the National Communication Index rising by 1.38% and significant gains in constituent stocks such as Dingtong Technology and Liante Technology [1][3] - The Communication ETF (159695) experienced a 1.46% increase, reaching a peak of 2.57% during trading, indicating robust investor interest [1][3] - The trading volume for the Communication ETF was 789.36 million yuan, with a turnover rate of 6.49%, reflecting active market participation [3] Group 2 - The Communication ETF has seen a net asset value increase of 47.69% over the past year, with the highest single-month return recorded at 24.48% since its inception [3] - The ETF's recent performance includes a 600,000 share increase in the last six months, positioning it as the leader in new share growth among comparable funds [3] - The communication sector is benefiting from advancements in overseas computing power supply chains and the ongoing development of commercial aerospace, which is expected to enhance satellite communication infrastructure [3][4] Group 3 - Longjiang Securities noted significant accumulation in the communication sector by public funds, particularly focusing on optical modules as a core investment direction [4] - The top ten weighted stocks in the National Communication Index account for 59.17% of the index, with companies like Zhongji Xuchuang and China Telecom being prominent players [4][6] - The communication sector is viewed as having high configuration cost-effectiveness due to its current low valuation, making it an attractive investment opportunity [4]

来源：格隆汇APP 大摩认为，国际旅游负面影响将在夏季达到高峰，第三季销售预测可能下调，目前最新预测按固定汇率 增长8.3%，此前预测为10.4%。大摩预期普拉达的股价或面临压力，将目标价从66港元降至62港元，仍 维持"增持"评级，续列行业首选，指出集团第二季在奢侈品行业中仍属表现优异，依然看好Prada与Miu Miu品牌吸引力与未来增长动能。 摩根士丹利发表研究报告指，受到跨境旅客奢侈品消费放缓影响，普拉达第二季业绩逊预期，按固定汇 率计算销售额按年增长6.1%，对比首季为12.5%及市场预期为9%。期内Prada与Miu Miu品牌收入均略低 于预期，虽然同店销售增长约9%，但似乎缺乏经营杠杆，导致上半年经调整EBIT较预期低3.1%。 ...

Group 1 - The A500ETF by Jiashi has a turnover rate of 5.07% and a transaction volume of 699 million yuan, with an average daily transaction of 3.113 billion yuan over the past month [2] - As of July 30, 2025, the A500ETF has achieved a net value increase of 11.01% over the past six months, with the highest monthly return since inception being 3.55% and an average monthly return of 2.05% [2] - The top ten weighted stocks in the CSI A500 index account for 20.67% of the index, with notable companies including Kweichow Moutai, CATL, and Ping An Insurance [2] Group 2 - The International Monetary Fund (IMF) has raised its forecast for China's economic growth by 0.8 percentage points for this year, citing stronger-than-expected economic activity in the first half of the year and significant reductions in US-China tariffs [2] - China's chief economist at China Galaxy Securities emphasizes that stabilizing the stock market is crucial for boosting confidence and stabilizing expectations, with a focus on structural efficiency and market-driven reforms [3] Group 3 - The top ten stocks in the CSI A500 index have shown varying performance, with Kweichow Moutai down by 1.55% and CATL down by 2.23%, reflecting the current market conditions [5] - Investors without stock accounts can access the A500ETF Jiashi through the A500ETF Jiashi linked fund (022454) for exposure to the top 500 A-share companies [5]

今日（7.31），港药开盘飙涨，可T+0交易的港股通创新药ETF（159570）涨超2%，盘中成交额快速突破9亿元，资 金面上，近2日净流入超7.7亿元！截至7月30日，港股通创新药ETF（159570）最新规模超119亿元，再度刷新历史 纪录，规模和流动性领跑同类！ 港股通创新药ETF（159570）标的指数成分股多数飘红：乐普生物涨超5%，石药集团涨超3%，中国生物制药、三 生制药涨超2%，康方生物、云顶新耀涨超1%，信达生物微涨。 | 序号 | 代码 | 名称 | 涨跌幅 | 估算权司 | | --- | --- | --- | --- | --- | | 1 | 9926 | 康方生物 | 1.11% | 10.30% | | 2 | 2269 | 药明生物 | -2.40% | 10.03% | | 3 | 1801 | 信达生物 | -0.25% | 9.73% | | 4 | 6160 | 百济神州 | -0.27% | 8.76% | | ਟੇ | 1177 | 中国生物制药 | 2.66% | 8.34% | | 6 | 1093 | 石药集团 | 3.17% | 6.77% | | 7 | ...

截至7月31日09:50，大成创业板人工智能ETF（159242.SZ）最高上涨2.60%，最高成交价1.065，创下上 市以来新高！ ETF所踪的标的指数创业板人工智能（970070.CNI）最高上涨3.10%，多日连续突破历史新高。其中成 分股"易中天"均创下年内新高。新易盛（300502）上涨4.53%，中际旭创（300308）上涨5.65%，天孚 通信（300904）上涨3.01%。 成分股方面，指数前十大重仓股包括中际旭创、新易盛、天孚通信、软通动力、润泽科技、全志科技、 景嘉微、深信服、北京君正、网宿科技，聚焦国内AI产业源头创新与应用落地。 中信证券指出，下一代系统级算力快速发展，为国内AI产业链发展注入更多信心；以WPS AI 3为代表 的AI应用持续引领Agent创新，结合下一代模型技术发展，值得期待。多重力量共振下，AI产业链有望 持续加速，我们继续看好AI产业相关投资机遇。 相关产品：大成创业板人工智能ETF（159242.SZ） 创业板人工智能（970070.CNI）紧扣AI工程化与产业化方向，所跟踪的创业板人工智能指数重点覆 盖"光模块+算力芯片+边缘计算+操作系统"等底层技术环节， ...

截至发稿，中煤能源(01898.HK)跌4.04%、兖矿能源(01171.HK)跌3.37%、蒙古焦煤(00975.HK)跌 3.16%、南戈壁(01878.HK)跌3.03%。 ...

Core Viewpoint - Longtu Photomask, a leading player in the semiconductor photomask sector, successfully listed on the STAR Market, with its closing price on the first day rising by 121.6% from the issue price, marking it as a notable company in the semiconductor supply chain [1]. Company Performance - In 2024, Longtu Photomask achieved a revenue of 247 million yuan, a year-on-year increase of 12.92%, and a net profit attributable to shareholders of 91.83 million yuan, up 9.84%, indicating stable performance [6]. - The company has maintained a high level of R&D investment, with R&D expenses reaching 23.05 million yuan in 2024, a 14.25% increase year-on-year, and accounting for 10.40% of revenue [6]. - Longtu Photomask has established long-term stable partnerships with key clients such as SMIC, Silan Microelectronics, and BYD Semiconductor, enhancing its competitive edge through rich project experience and industry know-how [6]. Technological Advancements - Longtu Photomask has developed a comprehensive technical system covering CAM, lithography, and inspection, with 14 core process technologies, including industry-leading OPC compensation and PSM phase-shifting mask technologies [4]. - The company has made significant progress in its third-generation PSM products, with successful transitions from R&D to mass production for 90nm products and ongoing sample testing for 65nm products [8]. Market Outlook - The global semiconductor photomask market is projected to reach $6 billion by 2025, with China's market expected to approach 5 billion yuan, indicating a growing demand for photomasks [9]. - The shift of semiconductor chip production capacity to mainland China is becoming inevitable, with 15 out of 60 new 300mm wafer fabs being established in the region from 2020 to 2024, further driving the local semiconductor materials supply chain [9]. Industry Context - Currently, the domestic production rate of semiconductor photomasks in China is around 10%, with high-end photomasks at only 3%, highlighting the critical need for domestic production to address supply chain vulnerabilities [10]. - Government policies are increasingly supporting the semiconductor industry, with investments directed towards key materials like photomasks, which are essential for ensuring supply chain security [10]. - Longtu Photomask is positioned to benefit significantly from the domestic substitution trend, leveraging its technological and production capacity advantages to capture growth opportunities in the market [11].