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中信建投债承部原执行总经理房蓓蓓获刑10年6个月 涉嫌受贿罪
Xi Niu Cai Jing· 2025-12-26 05:20
与此前中信建投原投行委执行总经理、保荐代表人杜鹏飞突击入股案类似,对于"国家工作人员"身份,公诉机关指出,中信建投属于国有控股金融机构,房 蓓蓓作为债券发行负责人,其行为涉及国有资产风险管理,属于"执行公务",法院亦认为,根据中信建投职级管理办法,D级以上岗位聘任需经经营决策会 近日,据媒体报道,因在公司债"19路劲01"发行过程中私下收取返费,中信建投债承部原执行总经理、江西区域负责人房蓓蓓,被法院认定构成受贿罪,涉 案金额逾540万元并判处有期徒刑10年6个月。 议审批,符合形式要件。 2024年,房蓓蓓在审计署审计后涉案被查;同年10月,她以"国家工作人员"身份被留置,2025年4月移送检察院审查起诉。 ...
芦苇任中国邮政集团副总经理 或将接任邮储银行行长
Xi Niu Cai Jing· 2025-12-26 05:20
12月23日,"中国邮政"微信公众号发布公告称,中国邮政集团有限公司召开党组会议,宣布了中共中央组织部关于芦苇、刘建军的职务任免决定,芦苇任中 国邮政集团有限公司副总经理、党组成员,免去刘建军的中国邮政集团有限公司副总经理、党组成员职务。相关职务任免按有关法律规定办理。 据悉,刘建军已担任邮储银行党委书记、行长职位近4年半,目前已年满60岁。此前,有媒体报道称,芦苇或将接棒刘建军,赴邮储银行出任行长。 公开资料显示,2022年10月,因工作调整,芦苇辞任中信银行副行长,同时赴任中信信托,2023年3月起任中信信托总经理,2024年5月升任中信信托董事 长。2025年2月,芦苇回归中信银行,接任行长职位,中信银行原行长刘成则赴任中信建投证券出任董事长。 ...
12月26日重要公告一览
Xi Niu Cai Jing· 2025-12-26 02:37
Group 1 - 德方纳米 plans annual equipment maintenance to ensure efficient and stable operation, starting January 1, 2026, for one month, with no significant impact on 2026 performance [1] - 达意隆's subsidiary Tianjin Baolong faces a significant decline in OEM orders due to strategic adjustments from core customers, leading to plans to shut down production lines [2] - 天威视讯's subsidiary plans to transfer project assets for 604.3 million yuan to a related party, constituting a related transaction [3] Group 2 - 金龙羽 intends to sign a strategic cooperation framework agreement with an investment institution to establish an industrial merger fund with a planned scale of 1.5 billion yuan [4] - 紫光国微's subsidiary plans to establish a new company with multiple partners, including a subsidiary of CATL, with a registered capital of 300 million yuan [5] - 信隆健康's major shareholder plans to reduce its stake by up to 1% through trading [6] Group 3 - 龙建股份 wins a 612 million yuan EPC contract for a project, which represents approximately 3.27% of the company's audited revenue for 2024 [7] - 复旦张江 receives acceptance for a clinical trial application for a drug aimed at visualizing malignant lesions in lung cancer patients [9] - 博实股份's major shareholder plans to reduce its stake by up to 2.93% [10] Group 4 - 百纳千成 plans to acquire 100% of Zhonglian Century's shares to expand its marketing business and digital advertising solutions [11] - 天铁科技's major shareholder is under criminal detention, but the investigation is unrelated to the company's operations [12] - 海看股份's shareholder plans to reduce its stake by up to 3.6% [13] Group 5 - 智光电气's subsidiary signs a procurement contract worth 148 million yuan for a high-voltage energy storage system [14] - 西藏矿业's attempt to transfer 100% of a subsidiary's equity has not attracted qualified buyers, leading to automatic withdrawal from the trading platform [15] - 英诺激光's major shareholder plans to reduce its stake by up to 3% [16] Group 6 - 福鞍股份's major shareholder plans to reduce its stake by up to 3% [17] - 白云山 receives a drug registration certificate for a rabies vaccine [18] - 华电科工 signs a contract worth approximately 265 million yuan for a power plant project [19] Group 7 - 康弘药业 receives a drug registration certificate for a medication used to treat schizophrenia [20] - 西菱动力's actual controller plans to reduce their stake by 2% [21] - 海希通讯's actual controller plans to reduce their stake by 0.48% [22] Group 8 - 海南机场 plans to transfer 90% of a subsidiary's equity for approximately 500 million yuan, expecting a profit of about 200 million yuan from the transaction [23] - 森远股份 signs a contract for a computing cluster integration project worth 26.78 million yuan [24] - 丽珠集团's subsidiary receives acceptance for a drug registration application for a new treatment for psoriasis [25] Group 9 - 郑州银行 plans to acquire a village bank and convert it into a branch [26] - 方正证券 announces a cash dividend distribution plan for the third quarter of 2025 [27] - 金陵体育 announces a cash dividend distribution plan for the first three quarters of 2025 [29] Group 10 - 紫金银行 announces a mid-term profit distribution plan for 2025 [30] - *ST建艺's major shareholder waives 1.4 billion yuan in debt and donates 400 million yuan to support the company [31] - 万朗磁塑's major shareholder plans to reduce their stake by up to 3% [32] Group 11 - 艾力斯's core product is included in a list of potential breakthrough therapies for lung cancer [33] - 富创精密's shareholder plans to transfer 918.63 million shares [34] - 东阳光's subsidiary plans to increase capital and introduce investors [35] Group 12 - 侨银股份 plans to acquire a 16.67% partnership in a venture capital fund [36] - 尤夫股份 receives a government subsidy of 4.04 million yuan for a technical improvement project [37] - 倍轻松 and its actual controller are under investigation for information disclosure violations [38] Group 13 - 万润新能 plans to reduce production on some lines for maintenance, expecting a reduction of 5,000 to 20,000 tons in lithium iron phosphate output [39]
12.26犀牛财经早报:存储芯片爆发抢货大战 行业看涨情绪蔓延
Xi Niu Cai Jing· 2025-12-26 02:19
Group 1 - The People's Bank of China continues to inject liquidity into the market through Medium-term Lending Facility (MLF), with a net injection exceeding 1 trillion yuan for the year 2025 [1] - In December, the central bank conducted a 400 billion yuan MLF operation, resulting in a total net injection of 188.8 billion yuan [1] - The A-share market has seen significant activity in private placements, raising over 78.9 billion yuan this year, a year-on-year increase of 455.31% [1] Group 2 - The robot industry is experiencing a shift towards capital and ecosystem competition, with companies like UBTECH and others actively seeking to acquire listed platforms [2] - The ongoing acquisition activities are seen as a faster and more certain path compared to independent IPOs, providing companies with more space for future capital operations [2] - The storage product price surge continues, with DDR4 and DDR5 prices rising, although the rate of increase has slightly slowed [3] Group 3 - The global shortage of storage chips has led to a "scramble" among tech giants like Microsoft and Google to secure supply agreements with major manufacturers [3] - The introduction of L3-level autonomous driving vehicles marks a significant advancement in smart driving technology, shifting responsibility from human to machine [4] - The low-altitude economy is projected to grow rapidly, with significant investments in core technologies and commercial models expected to emerge by 2025 [4] Group 4 - Several innovative pharmaceutical companies are accelerating their research and development of Antibody-Drug Conjugates (ADC), with Chinese firms becoming key players in the global ADC innovation landscape [5] - Online travel platforms are criticized for using "lowest price" tactics to bundle additional services, leading to consumer confusion [6] - Shanghai Washba's executives received penalties for short-term trading violations, highlighting the importance of compliance in corporate governance [6][7]
京东年终奖投入同比激增超70% 采销团队平均25薪

Xi Niu Cai Jing· 2025-12-25 12:04
根据通知,今年升级为19薪的部门内,年度绩效A+的员工将获得10倍月薪年终奖,即全年22薪;年度绩效A的员工将获得9倍月薪年终奖,即全年21薪;年 度绩效B+的员工将获得7倍月薪年终奖,即全年19薪。 今年升级为20薪的部门内,年度绩效A+的员工将获得12倍月薪年终奖,全年24薪;年度绩效A的员工将获得10倍月薪年终奖,全年22薪;年度绩效B+的员 工将获得8倍月薪年终奖,即全年20薪。 据多家媒体报道,京东集团12月25日内部正式公布2025年年终奖发放计划。 值得一提的是,根据今年年终奖规则,京东全集团超过92%的员工可以拿到全薪及以上。同时,据媒体报道,今年京东年终奖总投入同比增幅超过70%。 此外,京东采销今年将实现平均25薪,上不封顶。据悉,京东2026年将达到平均26薪,上不封顶。 ...
水井坊午后涨停 剑南春与水井坊双双否认收购传闻
Xi Niu Cai Jing· 2025-12-25 12:04
12月25日,水井坊(600779.SH)股价出现异动,午后快速拉升涨停。市场随即传出"剑南春拟收购水井坊"的传闻,引发广泛关注。 12月25日,白酒板块普涨。除水井坊涨停外,"茅五泸洋汾"齐齐上涨,其中,五粮液、山西汾酒、古井贡酒等头部酒企涨超1%。此外,皇台酒业涨超4%, 酒鬼酒、金徽酒等二线白酒品牌均实现约3%的涨幅。分析人士指出,白酒板块今日的集体上涨可能与年末资金轮动有关。临近年底,部分资金可能从前期 涨幅较大的板块撤出,转而关注调整相对充分的消费板块。 对于市场流传的收购传闻,当事双方迅速做出回应。每日经济新闻分别采访了水井坊与剑南春的相关人士,双方均明确表示未收到相关收购信息。水井坊进 一步回应称,目前生产经营一切正常,对市场传闻并不了解。 白酒行业经历了一段时间的调整后,近期出现积极信号。中金公司分析,白酒行业历经3年深度调整,预计2026年将迎来报表端实质性改善。从需求端看, 商务宴请、婚宴等核心消费场景的需求有望逐步恢复。供给端方面,行业经过主动去库存,当前渠道库存已降至相对安全水平。 剑南春作为中国白酒行业的知名品牌,尽管尚未上市,但在行业内具有相当影响力。而水井坊是A股上市公司,两者的 ...
华创证券研究所人员大调整 十年“老人”张瑜升任首席经济学家
Xi Niu Cai Jing· 2025-12-25 12:04
Core Viewpoint - Huachuang Securities Research Institute has undergone significant personnel changes, including the appointment of a new chief economist and the expansion of the management team [2] Group 1: Personnel Changes - Zhang Yu, the former deputy director and chief macro analyst, has been appointed as the chief economist of Huachuang Securities, no longer serving as deputy director [2] - Niu Bokun, the former chief economist, has transitioned to the role of assistant president and co-director of the research institute [2] - Wu Yifan and Zhou Guannan have been appointed as co-directors of the research institute, while Xu Kang has been named deputy director [2] Group 2: Experience of Key Personnel - Niu Bokun and Zhang Yu are both long-term employees of Huachuang Securities, with over ten years of service [2] - Wu Yifan has 14 years of experience in transportation industry research and has been with the institute since 2016 [2] - Zhou Guannan previously worked at Citic Bank and joined the institute in 2015, currently serving as the head of the fixed income group [2] - Xu Kang has a background in banking and has been with Huachuang Securities since 2016, focusing on the insurance, securities, and fintech sectors [2] Group 3: Team Expansion - The research institute has expanded its management team by promoting several research professionals across various fields, including transportation, fixed income, non-bank financials, consumer goods, and pharmaceuticals [2] - Ouyang Yu, the head of the consumer group, and Zheng Chen, the head of the pharmaceutical group, have both been appointed as assistant directors [3] - Ouyang Yu has eight years of experience in food and beverage research and joined Huachuang Securities in 2020 [3] - Zheng Chen has previously worked at China Ocean Fund and Changjiang Securities, joining Huachuang Securities in November 2020 [3]
朱孝天举报五月天所属经纪公司 指控勾结黄牛、逃税洗钱
Xi Niu Cai Jing· 2025-12-25 12:04
上面已经开始调查这些事情了 ... 应该很快就要行动了 我今天才去■仁哥配合的调查 嗯嗯, 相信大家都很期待 12月25日,"朱孝天爆料五月天公司"登上微博热搜榜。前F4成员朱孝天在粉丝群内爆料称,已举报五月天所属经纪公司"相信音乐",并已配合相关部门完成 调查。 朱孝天在粉丝群中称,"相信音乐"涉嫌多项违规操作,包括勾结黄牛炒票、通过跨境贸易公司转移资金逃税、强制艺人假唱,甚至牵涉立场问题。 朱孝天 黄牛是这样的,相信音乐在内地 的合作伙伴是华人音乐,华人音 乐是有自己的购票系统的,但是 相信音乐还是选择了跟黄牛挂钩 的大麦,利用黄牛把票价炒高, 然后跟黄牛平分,利用黄牛来逃 掉溢价的税款 ... 喔,顺便跟你说一下 | Thilage F | VIP | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 工商信息 历史工商信息 | | | | | | 2 I 雷官网 | | 企业名称 | 相信音乐文化传媒(北京) 有限公司 | | | | | | | 法定代表人 | 谢 谢芝芬 器关联企业 2 | | 登记状态 7 | 存续 | 天眼评分 ♡ ...
押注AI“自救” 美克家居拟跨界收购万德溙光电
Xi Niu Cai Jing· 2025-12-25 12:04
Group 1 - Meike Home (600337.SH) announced plans to acquire control of Shenzhen Wandeng Optical Technology Co., Ltd. through a combination of share issuance and cash payment, along with raising supporting funds [2] - Meike Home's stock will be suspended from trading starting December 18, 2025, for a period not exceeding 10 trading days [3] Group 2 - Wandeng Optical, established in May 2018 and headquartered in Shenzhen, focuses on the research, production, and sales of high-speed interconnect cable components and modules for AI computing clusters and data centers, which is a hot sector in the current market [5] - In September 2024, A-share listed company Luxiao Technology (002617.SZ) invested 60 million yuan in Wandeng Optical, acquiring a 16.67% stake, valuing the company at 360 million yuan, with profit commitments of no less than 30 million, 40 million, and 50 million yuan for the years 2025-2027, totaling 120 million yuan [5] - Meike Home has faced declining performance in recent years, with revenue decreasing for three consecutive years due to the downturn in the real estate sector, reporting net profits of -298 million yuan, -463 million yuan, and -864 million yuan for 2022-2024, totaling over 1.6 billion yuan in losses [5] - In the first three quarters of 2025, Meike Home's revenue continued to decline, although net profit showed a year-on-year increase of 50.04% [5] - Meike Home has previously made moves in the AI application field, partnering with Huawei in 2019 for digital transformation and launching AI interior design tools "AI Smart Home" and "AI Xiaomei" in 2023, but these efforts have not yet reversed the decline in its core business [5]
12.25犀牛财经晚报:沪市年报预披露时间表出炉
Xi Niu Cai Jing· 2025-12-25 10:27
Group 1: Financial Reports and Market Trends - The Shanghai Stock Exchange has released the annual report disclosure schedule, with Chipway Technology set to disclose its report on February 3, leading the list [1] - The main board will see *ST Huawang disclose its report on February 13, followed by Shangwei Co. on February 14 [1] - Multiple international financial institutions predict a decline in the attractiveness of dollar-denominated assets by 2026, leading to a continued rise in gold prices as a hedge against risks [2] - The asset management firm Schroders highlights increasing uncertainty in U.S. policies and fiscal vulnerabilities, which are driving investors towards gold for diversification [2] Group 2: Private Equity and Investment Activity - In 2025, 54 new private equity firms were registered in China, marking a 10.20% increase from 49 in 2024, with 98.15% being domestic firms [2] - Notable new private equity firms include three with management scales exceeding 5 billion yuan, indicating a significant influx of insurance capital into the private equity sector [2] Group 3: Semiconductor and Technology Sector - Major silicon wafer manufacturers have significantly raised prices due to increased costs of upstream silicon materials, with average price hikes reaching 12% [3] - Kingston has led the price increase in DDR4 and DDR5 memory products, with overall market prices remaining strong despite a slight slowdown in growth [3] Group 4: Automotive Market Insights - The automotive market is experiencing a quiet end-of-year period, with consumers showing a tendency to wait for new subsidy policies, impacting sales [4][5] - The China Automobile Industry Association notes that the withdrawal of subsidy policies has led to increased consumer hesitation in making purchases [5] Group 5: AI and Technology Forecasts - Global spending on generative AI is projected to grow from $225 billion in 2023 to $699 billion by 2030, with a compound annual growth rate (CAGR) of 21% [5] - The AI dialogue platform segment is expected to see the fastest growth, with monthly active users projected to exceed 5 billion by 2030 [5] Group 6: Corporate Financing and Investments - Starry Space has completed nearly 300 million yuan in Pre-A round financing, led by Shenzhen Innovation Investment Group, to enhance its global satellite control network [9] - Zhi Li Technology has secured 100 million yuan in B round financing to establish a manufacturing base for battery swap systems [9] - Deep Blue Automotive has announced a C round financing totaling 6.122 billion yuan, backed by major investors [9] Group 7: Corporate Governance and Compliance - Shanghai Washba has announced penalties for executives due to short-term trading violations, with fines of 100,000 yuan and 150,000 yuan imposed [10] - Haotou Co. has reported the resignation of its general manager, Zhang Xianjun, due to work relocation [11]