券商中国
Search documents
这家国有大行“村改支”再添一例!
券商中国· 2026-01-12 07:56
近日,国家金融监督管理总局湖州监管分局作出批复,同意交通银行收购浙江安吉交银村镇银行,并设立交通银行湖州安 吉支行、交通银行湖州安吉梅溪支行和交通银行湖州安吉天荒坪支行,承接浙江安吉交银村镇银行清产核资后的资产、负 债、业务和员工。 批复称,交行应严格按照有关法律法规要求办理收购事宜,并督促浙江安吉交银村镇银行股份有限公司按规定办理法人机构 解散等相关事宜。 此外,该行应在上述支行筹建工作结束后向国家金融监督管理总局湖州监管分局申请核准开业。 交行"村改支"又一例 公开信息显示,2010年4月9日,由交通银行发起设立的安吉交银村镇银行正式开业。该行由交行控股,当地17家企业法人共 同出资。这是交通银行继2008年9月在四川省大邑县设立交银兴民村镇银行后,设立的第二家村镇银行。 根据交通银行2025年半年度报告,截至报告期末,交通银行控股多家村镇银行。例如,其控股的浙江安吉交银村镇银行注册 资本为1.8亿元,交通银行持股比例为51%。 实际上,2025年8月、9月,交通银行已分别获批收购大邑交银兴民村镇银行、青岛崂山交银村镇银行,并将其改建为分支机 构。 连同此次获批的安吉交银村镇银行,交通银行旗下已完成或获批 ...
利好来了!刚刚,“国家队”投向明确!四部门联合发布
券商中国· 2026-01-12 06:10
Core Viewpoint - The article discusses the release of a significant document by four government departments in China, outlining guidelines for government investment funds, focusing on supporting emerging and future industries, and establishing a structured evaluation system for fund allocation [1][3][6]. Group 1: Government Investment Fund Guidelines - The document titled "Work Method" aims to systematically regulate the layout and investment direction of government investment funds for the first time at the national level [3]. - The guidelines emphasize the need for funds to support major strategies and key areas, particularly in sectors where market resource allocation is weak, promoting deep integration of technological and industrial innovation [6]. - Investment areas include emerging industries such as new-generation information technology, new energy, new materials, high-end equipment, and future industries like the metaverse, brain-computer interfaces, and generative artificial intelligence [1][9]. Group 2: Evaluation and Management of Fund Investments - The "Management Method" establishes a comprehensive evaluation system for fund investments, combining quantitative and qualitative assessments [7][9]. - Three primary indicators are set: policy compliance (60% weight), optimization of productivity layout (30% weight), and policy execution capability (10% weight) [9][11]. - The evaluation focuses on whether fund investments align with national strategic plans and encourage the development of new productive forces, including support for green development and the private economy [9][10].
国务院任免国家工作人员
券商中国· 2026-01-12 06:10
国务院任免国家工作人员。 违法和不良信息举报电话:0755-83514034 邮箱:bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 券 时 报 》 旗 下 新 媒 体 , 券 商 中 国 对 该 平 台 所 刊 载 的 原 创 内 容 享 有 著 作 权 , 未 经 授 权 禁 止 转 载 , 否 则 将 追 究 相 应 法 律 责 任 。 看券商中国 知天下财经 F 任命蒋成华为商务部国际贸易谈判副代表(副部长级);任命常征为中国残疾人联合会执行理事会副理事长; 任命申博为常驻禁止化学武器组织代表。 免去尤亮的中国残疾人联合会执行理事会副理事长职务;免去谈践的常驻禁止化学武器组织代表职务。 责编:战术恒 校对:刘榕枝 百万用户都在看 突发!鲍威尔,被刑事调查!美元、美股,全线下跌! "降息大门关闭!"美联储,预期突变!美国重磅数据出炉! 利好突现!A50,异动! 大动作!"国家队",重磅出手! 中共中央政治局常务委员会召开 ...
人民币,还会涨吗?机构最新研判!
券商中国· 2026-01-12 06:10
近期,人民币汇率整体呈现稳中趋强态势,美元兑人民币持续运行于7.0关口下方。 2026年,人民币汇率走势如何?多家机构人士表示,人民币汇率呈现稳中趋强态势,是内外因素共振、市场预 期催化的多重合力结果。人民币汇率未来大概率将呈现双向波动格局。 内外共振推动升值 从内部层面看,中国宏观叙事的积极转向、针对外部冲击的未雨绸缪、经济实现5%左右的稳定增长,以及中 美经贸磋商取得阶段性进展,共同重塑了市场对中国资产的信心,为汇率提供了基本面与情绪面的支撑。 这样的观点得到大多数机构的认可。兴业证券宏观团队在接受证券时报·券商中国记者采访时表示,年末以 来,中国人民币汇率呈现稳中趋强态势,是内外因素共振、市场预期催化的多重合力结果。 内部因素而言, 外需韧性与结汇高峰是近期人民币升值的重要拉力。2025年虽然面临关税冲击,但中国外需 呈现超预期韧性,前11个月出口累计同比增长5.4%,贸易顺差持续扩大,为外汇市场提供充足流动性支撑。 叠加岁末年初企业结售汇需求助推资金回流,进一步增强人民币升值动能。 本轮人民币升值并非单一因素驱动。中银证券全球首席经济学家管涛分析,2025年人民币走出逆势升值行情是 内外因素共同作用的 ...
专属养老保险,2025年收益率出炉
券商中国· 2026-01-12 04:21
Core Viewpoint - The 2025 settlement interest rates for exclusive commercial pension insurance products have been released, showing a range of 2% to 4.35% for stable accounts and 2.5% to 4.55% for aggressive accounts, with over 80% of stable accounts exceeding 3% [1][5]. Summary by Sections Settlement Interest Rates - A total of 39 exclusive commercial pension products have stable account settlement rates between 2% and 4.35%, with an arithmetic mean of 3% and aggressive account rates ranging from 2.5% to 4.55%, with an arithmetic mean of 3.34% [5]. - The median settlement interest rate for both account types is 3.2% [4][5]. Leading Products - The highest settlement rates are observed in the products from Agricultural Bank Life Insurance, with both stable and aggressive accounts yielding 4.35% and 4.55% respectively [5]. - National Pension's products follow closely, with stable and aggressive account rates of 4.01% and 4.02% [5]. - Xinhua Pension's product also exceeds 4% for stable accounts, with an aggressive account rate of 3.6% [5]. Performance Trends - National Pension's products have maintained a stable settlement rate above 4% since their launch in 2022, while Xinhua Pension's stable account rates have fluctuated but remained above 4% [6]. - Some products have settlement rates below 3%, with several of these products already discontinued [6]. Changes in Settlement Rates - The settlement rates for exclusive commercial pension insurance products have shown fluctuations, with some products maintaining rates while others have decreased or increased [7]. - In 2025, among 28 comparable products, 13 stable accounts maintained their rates, while 9 saw declines and 6 experienced increases [7]. New Product Dynamics - A significant number of products have been discontinued, with only 14 currently available, reflecting a trend of new product launches with lower minimum guaranteed rates [8]. - Despite the reduction in guaranteed rates, actual settlement rates for many new products have not decreased, with some maintaining the same rates as older products [8]. Investment Considerations - Higher minimum guaranteed rates do not necessarily correlate with higher actual returns, as they can restrict investment strategies and potentially limit long-term returns for clients [9].
A股,突变!20分钟,1万亿元!四大背离显现!
券商中国· 2026-01-12 04:21
Core Viewpoint - The A-share market is experiencing a significant increase in trading volume, with a transaction amount exceeding 1 trillion yuan within the first 20 minutes of trading, indicating a hot market but also revealing divergences in various sectors and asset classes [1][2]. Market Status - A-shares opened with a transaction volume surpassing 1 trillion yuan, an increase of over 220 billion yuan compared to the previous trading day [2]. - The commercial aerospace sector is performing strongly, while the lithium battery sector is showing signs of weakness [2]. Divergence Phenomena - There is a notable divergence between the Hong Kong stock market, which is performing well, and the A50 index, which experienced a drop of 1% [3]. - Futures for gold, silver, copper, and lithium carbonate are rising, but related stocks like Zijin Mining have shown volatility, indicating a disconnect between futures and stock performance [3]. - Government bond futures are increasing, with the 30-year contract rising nearly 0.3%, yet this has not translated into a drop in stock prices [3]. - Despite the surge in transaction volume, brokerage stocks are under pressure, with the brokerage ETF experiencing a decline [3]. Future Market Outlook - Concerns are growing regarding the potential for market adjustments following the increase in trading volume, drawing parallels to historical instances in 2007, 2015, and early 2021 [5]. - Analysts suggest that the current environment remains favorable for A-shares, with a moderate inflation level and recovering economic momentum supporting a sustained bull market [5]. - The market is characterized by a lack of significant leverage, with financing balances rising but remaining manageable, indicating that the profit-making effect has not yet reached a widespread state [5]. - The liquidity landscape is evolving, with large deposits maturing and banks entering a low-interest-rate environment, suggesting a shift in liquidity dynamics [6].
特朗普自称“委内瑞拉代总统”
券商中国· 2026-01-12 04:21
在稍早前搭乘"空军一号"返回华盛顿途中,特朗普对随行记者称:"委内瑞拉的情况进展顺利,我们与其领导层合作得很好,接下来如何发展我们将 拭目以待。" 据@CCTV国际时讯 消息,美东时间1月11日晚,美国总统特朗普在社交平台发帖,自称"委内瑞拉代总统"。目前委内瑞拉方面对此暂无回应。 在被问及"是否会与委内瑞拉代总统德尔西·罗德里格斯会面"时,特朗普称:"总有一天会与她会面,她表现得非常出色。" 1月5日,委内瑞拉副总统德尔西·罗德里格斯宣誓就任委内瑞拉代总统。 特朗普在接受媒体采访时发出威胁,如果罗德里格斯"不正确行事",她可能将付出比马杜罗"更沉重的代价"。6日,罗德里格斯强调,委内瑞拉并未 受到任何外部势力的统治,委内瑞拉政府正在执政。 据新华社此前报道,委内瑞拉外交部长希尔9日通过社交媒体发布政府公报说,美国国务院已派遣一支外交官代表团赴委内瑞拉,开展与外交职能 相关的评估工作。 公报说,委内瑞拉政府决定与美国政府启动"探索性外交"进程,推动恢复各自外交使团工作,制定共同关心的工作议程。与此同时,委方将向美国 派遣一支外交官代表团。 来源: @CCTV国际时讯微博 责编:罗晓霞 校对:刘榕枝 百万用户都 ...
“扫货”逾800亿!开年首周,两融资金加速涌入!
券商中国· 2026-01-12 04:21
Core Viewpoint - The A-share market experienced a strong start in the first week of 2026, with significant inflows of leveraged funds, indicating a positive market sentiment and potential for continued investment activity [1][4]. Group 1: Market Performance - In the first week of 2026, the A-share market saw a net inflow of financing funds amounting to 857.79 billion yuan, ranking as the fifth largest single-week inflow in A-share history [1][4]. - The total trading volume on January 9, 2026, exceeded 30 trillion yuan, reflecting heightened market activity and investor interest [3]. - Daily net inflows during the first four days of the week were robust, exceeding 100 billion yuan each day, with figures of 192.66 billion, 188.87 billion, 249.02 billion, and 159.44 billion yuan respectively [4]. Group 2: Sector Analysis - The electronic sector attracted the most attention from financing clients, with a net inflow of 158.12 billion yuan, significantly higher than other sectors [8]. - The non-ferrous metals sector followed with a net inflow of 95.62 billion yuan, while the defense and military industry saw an increase of 91.73 billion yuan in financing balance [8]. - Other sectors such as non-bank financials and computers also received over 60 billion yuan in net financing purchases [8]. Group 3: Investor Behavior - Investors showed a preference for short-term operations, primarily focusing on chasing hot themes, with many existing clients returning to the market rather than new account openings [6]. - Over 70% of stocks recorded net financing purchases, with seven individual stocks exceeding 1 billion yuan in net purchases, including significant inflows for XW Communication and China Ping An [8]. Group 4: Future Market Outlook - Analysts suggest that the current market momentum is supported by multiple liquidity factors, including abnormal inflows into A500 ETF and the appreciation of the RMB, which reflects international confidence in China [10]. - The spring market is expected to continue evolving, with opportunities in technology sectors and potential value plays in traditional consumer goods and real estate [11]. - Short-term market dynamics may be influenced by emotional shifts and potential policy changes, but overall risks are considered manageable [11].
与耐心资本共进!“东方天玑杯”私募领航营(2026季)正式启航,报名通道全面开启
券商中国· 2026-01-12 01:30
Core Viewpoint - The "Oriental Tianji Cup" Private Fund Navigation Camp (2026 Season) aims to discover and support outstanding private fund managers, fostering a new ecosystem for private equity development in China through comprehensive services and collaboration [1][3]. Event Overview - The event is organized by Oriental Securities in collaboration with Securities Times, focusing on identifying potential investment forces and providing lifecycle support for private fund managers [2][3]. - The camp will adhere to principles of fairness, justice, and openness, aiming for robust growth and collaboration with excellent managers [3]. Objectives and Goals - The initiative is part of Oriental Securities' long-term commitment to asset management, aiming to enhance the value of Chinese residents' assets [3]. - The event seeks to build a platform for resource sharing and interaction among private fund managers, promoting healthy industry development [3]. Collaboration and Support - The camp will leverage resources from various partners, including Dongzheng Futures and Meishi Technology, to provide multi-dimensional support such as research services, business cooperation, and brand exposure [4][5]. - Oriental Securities will offer a comprehensive financial service solution, utilizing its extensive industry experience and capabilities across various sectors [4]. Awards and Recognition - The event will feature four major awards to recognize outstanding fund managers based on various performance metrics [9][17][20]. - Awards include the "Yield Pioneer Award," "Steady Trust Award," "Tianji Navigation Award," and "Institutional Cooperation Award," each focusing on different aspects of fund management performance [9][20][21]. Participation and Evaluation - Registration for the camp is open from January 1 to March 31, 2026, with ongoing registration until June 30, 2026, and evaluation from April 1 to September 30, 2026 [6][15]. - Participating institutions must be registered private fund managers, and products must be compliant with regulatory requirements [7]. Evaluation Criteria - The evaluation will cover six strategy categories, including quantitative index enhancement, quantitative stock selection, market neutrality, CTA, derivative arbitrage, and multi-strategy [8]. - Each category will have specific criteria for assessing performance, ensuring a comprehensive evaluation of fund managers [20]. Benefits for Participants - Award-winning institutions may gain access to distribution opportunities and investment collaborations with Oriental Securities and Dongzheng Futures [10][26]. - Participants will receive support from the Oriental OST rapid trading platform, offering a full suite of quantitative trading solutions [23]. - Research support will be provided through the "Oriental Brain Quantitative Platform," granting access to essential data and insights [24]. - The event will ensure media coverage and promotional opportunities for outstanding fund managers [25].
委内瑞拉代总统最新发声
券商中国· 2026-01-12 01:30
委内瑞拉代总统呼吁全国团结应对复杂局势 委内瑞拉代总统德尔西·罗德里格斯11日表示,委内瑞拉正处于关键阶段,必须实现"真正的全国大团结",维 护内部统一至关重要。 罗德里格斯在国家电视台演讲中呼吁全国民众在当前高度复杂的政治形势下继续信任政府。 3日凌晨,美国对委内瑞拉发动大规模军事打击,强行控制委总统马杜罗及其妻子并将他们带到美国。这一军 事行动造成至少100人死亡。罗德里格斯5日在委全国代表大会宣誓就任代总统。 来源:新华社 责编:罗晓霞 校对:刘榕枝 百万用户都在看 "降息大门关闭!"美联储,预期突变!美国重磅数据出炉! 美国公民,立即撤离委内瑞拉!特朗普宣布进入国家紧急状态!马杜罗发声:在监狱"一切都好" 利好突现!A50,异动! 大动作!"国家队",重磅出手! 中共中央政治局常务委员会召开会议 刚刚,暴涨超90%!人工智能,重磅来袭! 违法和不良信息举报电话:0755-83514034 邮箱:bwb@stcn.com 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 ...