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官方通报“亚运冠军遭索要奖金”调查结果
券商中国· 2026-01-10 23:31
2025年12月,中国皮划艇、龙舟运动员王莉实名举报云南省松茂体育训练基地负责人范某文,称其向她 索要国家发放的15万元比赛奖金。 来源:长安街知事 责编:刘珺宇 校对:王锦程 近期,运动员王某实名举报云南省松茂体育训练基地主任范某某,经云南省体育局调查组认真开展核查,情况 基本属实。云南省体育局党组研究决定,对范某某作出免职处理。相关部门已对范某某立案调查。云南省体育 局将按照运动员管理相关政策规定,做好运动员王某保障工作。 2026年1月10日晚,云南省体育局发布情况通报称,举报情况基本属实,决定免去范某某职务。相关部门已对 范某某立案调查。 同时,云南省体育局已开展运动队专项整治,全面加强纪律作风建设,健全运动队管理制度,完善运动员权益 保障机制。 以下为通报详情—— 感谢社会各界的关心和监督。 云南省体育局 2026年1月10日 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! 突发公告!两公司重大资产重组,股票不停牌,一家提前涨停! 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 ...
“跷跷板”效应显现!债市增量资金流入放缓……
券商中国· 2026-01-10 23:31
Core Viewpoint - The article discusses the slowdown of incremental capital inflow into the bond market as the commodity market strengthens, highlighting a shift in market sentiment and investment strategies [1][2][3]. Group 1: Bond Market Dynamics - The 30-year government bond futures have shown sensitivity to market expectations, with the main contract price hitting a low of 110.40 yuan, the lowest since October 2024, indicating a bearish sentiment in the bond market [2][3]. - The recent economic recovery and rising stock market have increased risk appetite among investors, leading to a significant shift away from the bond market [3][4]. - The long-term bond yields are expected to rise, with predictions that the 30-year bond yield may exceed previous highs by over 40 basis points in the second half of 2025, reflecting concerns over fiscal expansion and inflation expectations [3][4]. Group 2: Investment Strategies - The current environment presents challenges for bond investments, with significant pressure on long-term rates compared to short-term rates, necessitating a shift in investment strategies towards neutral duration and tactical trading in a range-bound market [4][7]. - The article notes a growing opportunity for alternative fixed-income strategies, such as multi-strategy, FOF, and CTA quantitative products, as capital flows out of low-yield deposits into equities [7]. Group 3: Economic Indicators and Forecasts - Recent inflation data shows a slight increase in CPI by 0.8% year-on-year, while PPI has decreased by 1.9% year-on-year, indicating mixed signals in the economy [3]. - The net supply of government bonds is projected to reach 17.4 trillion yuan in 2026, which is 1.4 trillion yuan higher than the actual net financing in 2025, suggesting a potential supply-demand imbalance in the bond market [6].
金价飙升风险暗藏,银行紧急调整、提示!
券商中国· 2026-01-10 23:31
Core Viewpoint - The article discusses the recent surge in gold prices, highlighting the risks associated with gold trading and the regulatory responses from major Chinese banks to protect investors [1][6]. Group 1: Gold Price Trends - On January 9, gold prices continued to rise, with COMEX gold futures increasing by 1.29% to $4518.4 per ounce, marking a weekly increase of 4.34% [1]. - Since 2026, gold prices have consistently risen, surpassing the $4500 mark, leading to heightened trading risks [1]. Group 2: Regulatory Warnings - The Bank of China issued a warning about illegal trading platforms that lure investors with promises of "low thresholds, high returns, and quick paybacks," which are essentially scams [2]. - These platforms often simulate futures trading, allowing investors to engage in "buy up" or "buy down" operations, but they do not involve actual gold investments [2]. - The Shenzhen Water Bay gold trading market has been identified as hosting multiple illegal gold pricing platforms, which are not authorized financial institutions [5]. Group 3: Changes in Investment Policies - The Industrial and Commercial Bank of China (ICBC) announced an increase in the minimum investment amount for its gold accumulation business from 1000 yuan to 1100 yuan, effective January 8, 2026 [6]. - ICBC will also adjust the risk rating for personal customers engaging in gold accumulation, requiring a risk assessment to achieve a C3-balanced rating or higher [6]. - Prior to this change, customers only needed a C1-conservative rating to engage in gold accumulation activities [6]. Group 4: Market Insights - Experts indicate that with gold prices at high levels, short-term volatility risks have increased, necessitating that investors possess adequate risk tolerance [7].
涨价,涨价!新能源替代潮来袭,下一个“苹果级”回报就在眼前?
券商中国· 2026-01-10 23:31
Core Viewpoint - The article discusses the ongoing supercycle in resource prices driven by the explosive demand in the new energy sector, highlighting the transition from traditional industries to new energy companies and the potential for high returns on investment in this sector [2][6]. Group 1: Resource Price Increases - Since 2025, prices for copper, lithium, nickel, cobalt, aluminum, and even sulfur have risen, indicating a significant shift not solely attributed to economic recovery or monetary phenomena, as other resource sectors like cement and steel remain stagnant [1]. - The prediction made by BYD's chairman in 2016 about the tightening of lithium resources and the potential shortage of copper is now becoming a reality, driven by the growth in electric vehicle demand [2][6]. Group 2: Investment Opportunities in New Energy - The penetration rate of new energy vehicles in the domestic passenger car market has approached 60% this year, marking a significant shift towards high profitability and shareholder returns for leading new energy companies [2]. - Investment in leading new energy companies is compared to historical investments in Apple, suggesting that the current market conditions present a similar opportunity for substantial returns [3][5]. Group 3: Valuation and Profitability - A leading new energy battery company's stock price was at 140 yuan per share with a market cap of 580 billion yuan, and projected profits for 2025 could reach 100 billion yuan, indicating a low valuation of around 6 times earnings [3]. - The core principle of value investing remains unchanged: buying a company worth 1 yuan for 0.4 yuan, emphasizing the importance of purchasing undervalued assets [3]. Group 4: Market Trends and Future Projections - The current market for new energy vehicles is expected to grow from a 10% penetration rate to 100%, similar to the rapid adoption of smartphones, which will likely lead to significant returns for investors in this sector [5][7]. - The domestic new energy vehicle retail penetration rate reached 62.2% in early December 2025, indicating a strong consumer preference shift towards electric vehicles [6].
中国金融结构正在发生历史性转折!连平、郭磊、余向荣等大咖最新发声
券商中国· 2026-01-10 15:06
Core Viewpoint - The article discusses the insights and predictions from the 2026 China Chief Economist Forum, highlighting the historical shift in China's financial structure and the investment opportunities during the "15th Five-Year Plan" period. Group 1: Economic Outlook - The global economy is expected to experience low growth as a norm by 2025, with instability arising more from structural issues than cyclical ones [2][3] - China aims to provide stability to the world economy through its own stable development, addressing external uncertainties with internal certainties [3] Group 2: Financial Structure Changes - China's financial structure is undergoing a historic transformation, with a steady increase in the proportion of direct financing compared to indirect financing, which has seen a decline [4][5] - As of November 2025, the proportion of direct financing increased by 4.7 percentage points compared to November 2019, indicating a faster growth rate than indirect financing [4] Group 3: Investment Opportunities - The "15th Five-Year Plan" is seen as a critical period for China to embrace a new wave of technological revolution, particularly in renewable energy and artificial intelligence [10] - Investment opportunities are identified in three main areas: AI application, large finance, and cyclical sectors, with a focus on companies that integrate AI into their business models [13] - The manufacturing sector is expected to benefit from the completion of the "Made in China 2025" initiative, with related companies entering a profit release phase [14] Group 4: Policy and Market Dynamics - The Chinese stock market is anticipated to recover steadily, supported by a surge of high-tech companies and unprecedented policy support from regulatory bodies [6][7] - The real estate market is undergoing significant changes, with a shift away from previous high-demand patterns, leading to a more stable market environment [7]
将启动地面打击!特朗普,突发威胁!
券商中国· 2026-01-10 15:06
Group 1: Trump's Actions on Drug Cartels and Venezuela - Trump announced that military actions against drug cartels in Mexico will "soon" commence, highlighting the severe impact of these groups, which reportedly kill between 250,000 to 300,000 people annually in the U.S. [2] - The relationship between the U.S. and Mexico is increasingly tense, with Mexican President AMLO opposing U.S. military actions on Mexican soil, advocating for cooperation rather than subordination [2][3]. - Trump is pushing for U.S. military intervention, asserting that drug cartels are the actual rulers of Mexico, coinciding with recent U.S. military actions in Venezuela [2]. Group 2: Greenland Acquisition Threats - Trump reiterated the U.S. need for Greenland, stating that if a simple agreement cannot be reached, he may resort to "harder" methods [3][4]. - The U.S. has faced strong opposition from Denmark and other European nations regarding Trump's threats to acquire Greenland, with discussions about potential military options being raised [4][5]. - European officials are considering how to respond to U.S. threats, emphasizing the need for respect for international law [5]. Group 3: U.S. Oil Companies' Investment in Venezuela - During a meeting with major oil executives, Trump sought to secure at least $100 billion in investments to rebuild Venezuela's oil infrastructure, promising full security for the companies involved [5]. - Executives from major oil companies expressed caution regarding investments in Venezuela, citing the need for significant changes in the country's legal and business framework before considering investment [5]. - Chevron remains the only major U.S. oil company currently operating in Venezuela, with other companies hesitant due to past losses and the unstable political environment [5].
财通证券大消息!新管理团队逐步成型
券商中国· 2026-01-10 15:06
近日, 财通证券公告称,经董事会审议通过,同意聘任其原监事会主席叶笃银为副总经理,任期自董事会 审议通过之日起至该届董事会届满时止。2025年12月12日,财通证券临时股东会已高票通过了关于取消监 事会并修订《公司章程》的议案。 简历显示,叶笃银是一位拥有深厚地方金融监管背景的券商高管,曾长期在浙江金融监管局工作。随着他的到 任,以及2025年10月底新总经理应朝晖被成功任命,目前财通证券的高管序列中共有一名总经理及三名副总经 理,改变了过去相当长一段时间内副总经理缺人,总经理助理顶上的尴尬局面。 根据公开信息,叶笃银出生于1973年2月,系公共管理硕士,高级会计师,中国国籍,无境外永久居留权。他 曾任浙江省人大常委会办公厅副处级秘书,浙江省政府金融工作办公室综合管理处副处长、证券期货处副处长 (主持工作)、证券期货处处长、证券融资处处长,浙江省地方金融监督管理局证券融资处处长、银行保险处 处长、一级调研员。 2024年2月,财通证券原监事会主席郑联胜因工作调整辞职,目前担任该公司董事、审计委员会委员。随后, 财通证券根据中共浙江省委的任免通知,及控股股东浙江省金融控股有限公司(简称"浙江金控")的推荐,提 ...
芬兰正式退出《渥太华禁雷公约》
券商中国· 2026-01-10 15:06
据环球网援引俄罗斯卫星通讯社、芬兰国家广播公司消息,芬兰退出《渥太华禁雷公约》的决议于1月10 日生效,芬兰正式退出该公约。 报道提到,芬兰总统斯图布此前曾保证,退出该公约后,芬兰在和平时期不会使用杀伤人员地雷,并将继 续将其储存在仓库中。 2025年6月,芬兰议会以157票赞成、18票反对的压倒性多数通过了退出《渥太华禁雷公约》的决定,同 年7月10日,芬兰外交部发表声明,称已正式提交退出《渥太华禁雷公约》文书,退出将于2026年1月生 效。芬兰将继续支持该公约的人道主义目标。 《渥太华禁雷公约》于1999年正式生效,公约禁止使用、储存、生产和转让杀伤人员地雷。 来源:环球网 责编:刘珺宇 校对:王锦程 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! 突发公告!两公司重大资产重组,股票不停牌,一家提前涨停! 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 ...
没听错!“南天门计划”正照进现实
券商中国· 2026-01-10 12:06
Core Viewpoint - The "Nantianmen Plan" represents a forward-looking innovation concept in aerospace technology, integrating advanced concepts such as hypersonic flight, dual-mode propulsion, and AI-enabled decision-making into futuristic aircraft designs [10][12]. Group 1: Aircraft Concepts - The "Luan Bird" is a 100,000-ton space mother ship, measuring 242 meters in length and 684 meters in wingspan, capable of carrying 88 "Xuan Nu" unmanned aerial vehicles [3]. - The "Xuan Nu" is designed as an unmanned air superiority fighter, featuring high maneuverability, stealth capabilities, and advanced weaponry including particle beam cannons and hypersonic missiles [3]. - The "Bai Di" stealth aircraft showcases a complex variable wing design, allowing for real-time aerodynamic adjustments and the ability to switch between manned and unmanned flight modes [5][6]. Group 2: New Platforms - The "Zi Huo" is a versatile vertical takeoff and landing platform, designed for speeds between 700 to 800 kilometers per hour, capable of operating in low gravity and thin atmosphere environments [9]. - This platform can perform autonomous and coordinated flights, making it suitable for missions such as rescue operations and logistics delivery in hazardous areas [9]. Group 3: Expert Insights - Military experts emphasize that the challenge lies not in the feasibility of these technologies but in determining which innovations will be realized first [10][12]. - The "Nantianmen Plan" aims to consolidate various cutting-edge technologies into a cohesive framework for future aerospace superiority, reflecting a commitment to national air and space security [12].
【财闻联播】APP不得频繁索要个人信息权限!新规公开征集意见!沃尔玛将取代阿斯利康纳入纳斯达克100指数
券商中国· 2026-01-10 12:06
Macro Dynamics - The National Internet Information Office has drafted regulations for the collection and use of personal information by internet applications, aiming to protect personal information rights and promote reasonable use [2] - The regulations require apps to request necessary personal information only when users are using specific functions and to inform users of the purpose of data collection [2] Market Regulation - The State Administration for Market Regulation has revised the "Complaint and Reporting Handling Measures" to enhance consumer rights protection and regulate malicious claims [3] - Key revisions include strengthening rights protection, optimizing complaint jurisdiction, improving reporting procedures, and preventing abuse of the system [3] Market Data - On January 9, US stock indices closed higher, with the Dow Jones and S&P 500 reaching all-time closing highs [7] - Intel saw a significant increase of over 10%, marking its largest single-day gain since September, while Tesla and Meta also experienced gains [7] Company Dynamics - Walmart will be included in the Nasdaq-100 Index on January 20, 2026, replacing AstraZeneca [9] - OpenAI and SoftBank announced a joint investment of $1 billion in SB Energy, part of the "Stargate" initiative, with plans for a 1.2GW data center in Texas [10]