Xi Niu Cai Jing
Search documents
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
央行连续加量续作MLF 全年净投放超1万亿元 科技媒体Wccftech12月25日报道,全球存储芯片的严重短缺,正引发一场科技巨头的"抢货大战"。随着 人工智能(AI)需求的爆发,全球存储芯片市场,尤其是高带宽内存(HBM)和低功耗内存 (LPDDR),正面临前所未有的短缺。这一危机迫使微软、谷歌和Meta等科技巨头的高管纷纷进驻韩 国,试图与三星电子和SK海力士达成长期供货协议。然而,谈判过程异常艰难,甚至引发了激烈冲 突。据韩国媒体报道,微软高管近期造访SK海力士总部后,因被告知"难以满足"其要求的供货条件, 当场愤怒地"冲出会议室"。(新浪财经) "人机共驾"再次进阶 智驾险仍徘徊"兜底服务"阶段 跨年时点临近,央行继续通过中期借贷便利(MLF)向市场释放稳定流动性的明确信号。12月MLF再 度加量续作,在对冲到期压力的同时实现中期资金净投放,延续了年内"稳中偏松"的流动性调控思路。 中国人民银行12月25日公告称,以固定利率、数量招标方式开展1771亿元7天期逆回购操作,操作利率 为1.4%。当日有883亿元7天期逆回购和3000亿元MLF到期,同时央行实施4000亿元MLF操作,合计实 现净投放18 ...
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
研究所原副所长、首席宏观分析师张瑜,接任华创证券首席经济学家,并不再担任研究所副所长;华创证券原首席经济学家牛播坤转任总裁助理兼研究所联 席所长;吴一凡、周冠南任研究所联席所长;徐康任研究所副所长。 牛播坤、张瑜等都是在华创证券任职超十年的"老人"。今年10月,张瑜因在"总理座谈会"中发言而在金融圈"走红"。牛播坤曾任职于原中国保监会政策研究 室,2011年加入研究所。 除了首席经济学家更替外,研究所还扩容管理团队,内部提拔了多位研究骨干,涉及交通、固收、非银、消费、医药等多个研究领域。 12月24日,据智通财经报道,华创证券研究所(下称"研究所")近期发生了重大人事变动,包括首席经济学家、联席所长、副所长、所长助理等在内的多名 人员职务调整。 吴一凡拥有14年交通运输行业研究经验,曾任职于普华永道会计师事务所、上海申银万国证券研究所,2016年加入研究所,目前为周期组长、首席分析师; 周冠南曾任职于中信银行,2015年加入研究所,目前为固收组组长、首席分析师。徐康曾任职于平安银行,2016年加入研究所,长期深入跟踪研究中国保险 业、证券业、金融科技发展。 此外,消费组组长欧阳予、医药组组长郑辰均担任所长助理 ...
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
12月17日晚间,美克家居(600337.SH)发布公告称,拟通过发行股份及支付现金方式收购深圳万德溙光电科技有限公司(下称"万德溙光电")控制权,并 募集配套资金。美克家居股票自12月18日起停牌,预计不超过10个交易日。 | 证券代码 | 证券简称 | 停复牌类型 | 停牌起始日 | 停牌 期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | | 600337 | 美克家居 | A 股 停牌 | 2025/12/18 | | | | 公开信息显示,万德溙成立于2018年5月,总部位于深圳,主要从事研发、生产并销售应用于AI算力集群和数据中心的全系列高速互连线缆组件及模块,属 于当前大热的算力基础设施赛道。 值得注意的是,2024年9月,A股上市公司露笑科技(002617.SZ)刚以6000万元增资万德溙,获得16.67%股权,对应估值为3.6亿元。当时交易对方承诺,万 德溙2025-2027年扣非净利润分别不低于3000万元、4000万元和5000万元,3年累计1.2亿元。 美克家居近年来业绩承压。财务数据显示,受房地产下行周期影响, ...
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
沪市年报预披露时间表出炉 芯导科技拔得头筹 沪市年报预披露时间表出炉,科创板上市公司芯导科技将于2月3日披露年报,拔得头筹。主板方面, *ST花王将于2月13日率先披露年报,尚纬股份将于2月14日披露年报。 多家机构预期2026年美元资产吸引力减弱金价继续上涨 中国信通院消息,2025年11月,国内市场手机出货量3016.1万部,同比增长1.9%,其中,5G手机2761.4 万部,同比增长1.1%,占同期手机出货量的91.6%。2025年1-11月,国内市场手机出货量2.82亿部,同 比增长0.9%,其中,5G手机2.44亿部,同比增长1.3%,占同期手机出货量的86.6%。 多家国际金融机构近日发布报告预期,未来利用黄金对冲美元计价资产风险的趋势将持续,2026年黄金 价格或进一步上涨。资产管理企业施罗德公司分析师帕特里克·布伦纳在一份报告中指出,美国正面 临"政策不确定性、财政脆弱性,以及投资者对美国国债和美元长期角色日益加深的疑虑"。在此背景 下,黄金凭借避险属性及与传统资产的低相关性,已成为投资者资产配置多元化的优先选择。(新华 社) 国投白银LOF:将于12月26日开市起至当日10:30停牌 国投白 ...
12月25日晚间重要公告一览
Xi Niu Cai Jing· 2025-12-25 10:18
Group 1 - Guangdong Construction signed an EPC contract worth 416 million yuan, with a total construction area of 99,595.6 square meters and a construction period of 640 calendar days [1] - Hekang New Energy's subsidiary received a government subsidy of 6 million yuan, accounting for 58.27% of the company's latest audited net profit attributable to shareholders [2] - Jinbei Automotive signed a memorandum of understanding with E-Works to establish a research and development center for electric light commercial vehicles [3] Group 2 - Hongsheng Huayuan is expected to win approximately 569 million yuan in procurement projects from the State Grid, which represents about 5.61% of the company's projected revenue for 2024 [4] - Zhongding Co. plans to establish a joint venture for humanoid robot manufacturing with a registered capital of 50 million yuan [5] - Kede CNC's new factory in Shenyang is expected to achieve an annual production capacity of about 60 units [6] Group 3 - Hongbo Pharmaceutical's share transfer price is set at 25.27 yuan per share [7] - ST Jinglan plans to sign a letter of intent for the acquisition of Xinlian Environmental Technology Co., enhancing its core technology competitiveness [8][9] - Hato Co. announced the resignation of its general manager due to job relocation [10] Group 4 - Meibang Co. plans to apply for a new bank credit line of up to 160 million yuan [11] - Southern Media's general manager resigned due to job relocation [12] - Dalian Electric Porcelain's subsidiary is expected to win procurement projects from the State Grid worth approximately 70.7 million yuan [13] Group 5 - Sinopharm Modern's subsidiary received a drug registration certificate for a new medication [14] - ST Meigu plans to implement a capital reserve transfer to increase share capital, leading to a one-day stock suspension [15] - Ruisheng Intelligent confirmed a transaction of 152 million yuan for domestic computing equipment procurement [16] Group 6 - Jinguang Electric won three procurement packages from the State Grid, totaling 37.43 million yuan [17] - Guangju Energy increased its stake in Mawan Power to 14.42% by acquiring an 8% share for 680 million yuan [18][19] - ST Lingda announced a stock suspension due to capital reserve transfer related to its restructuring plan [20] Group 7 - Suli Co. plans to increase its investment in Suli Ningxia by 76.63 million yuan [21] - Dalian Shengya's subsidiary plans to reduce its registered capital by 32.37 million yuan [22] - Yinxin Technology received a cash dividend of 11.05 million yuan from its subsidiary [23] Group 8 - Haike New Source signed a three-year supply agreement for 270,000 tons of electrolyte materials [24] - Xinhua Medical received registration certificates for several medical devices [25] - Wantai Bio received a registration certificate for an HIV antibody testing kit [26] Group 9 - Beilu Pharmaceutical obtained a drug registration certificate for a new erectile dysfunction treatment [31] - Zhongwei Company is planning to issue shares to acquire assets, leading to a stock suspension [32] - Zhejiang Haideman plans to purchase land for strategic development, with a budget of up to 260 million yuan [33] Group 10 - Ningbo Ocean announced the resignation of its deputy general manager due to job adjustments [34] - Tongguang Cable is expected to win procurement projects from the State Grid worth over 139 million yuan [35]
直击黑灰产,平安银行信用卡捍卫金融安全成果显著
Xi Niu Cai Jing· 2025-12-25 07:22
作者:七佰 近年来,以"反催收""代理维权""征信修复"为幌子的信用卡黑灰产活动日益猖獗,形成了一条集虚假宣传、伪造证据、恶意投诉与敲诈勒索于一体的非法产 业链,严重扰乱了金融秩序,侵害了消费者合法权益。 面对这一"金融毒瘤",整个银行业正通过科技赋能、警银协作与行业联动,持续加大打击力度。 在此背景下,平安银行信用卡积极响应、主动出击,通过成立专项领导小组、聚焦重点领域,实施精准打击,以实际行动筑牢金融安全防线,坚决维护市场 秩序、保障客户权益。 守护金融安全与消费者权益,平安信用卡打击黑灰产取得新进展 近年来,金融"黑灰产"行业滋生蔓延,且发展迅猛。这一行业主体通常为一些黑灰产中介,承接信用卡等债务的投诉代理业务,妄图从中牟利。 一些消费者因为信用卡或消费贷款到期却无法按时偿还,面临债务压力。此时,这些自称能帮助"维权""反催收"的中介便主动出现,承诺代表消费者与银行 交涉。他们往往把自己伪装成帮助消费者的角色,实际上采用的手段涉嫌违法——通过伪造证明材料、反复投诉,甚至前往银行网点扰乱正常经营,以此向 金融机构施压。 这些游走于法律灰色地带的中介,看似在为债务人排忧解难、处理债务,实则是在损害消费者与金 ...