国务院新闻办公室于2025年9月22日（星期一）下午3时举行"高质量完成'十四五'规划"系列主题新闻 发布会，中国人民银行行长潘功胜，金融监管总局局长李云泽，中国证监会主席吴清，中国人民银行副 行长、国家外汇局局长朱鹤新介绍"十四五"时期金融业发展成就，并答记者问。 吴清表示， 去年9·26中央政治局会议以来，财政、金融、产业等一揽子大力度、超预期政策扩围增效，有利 地促进资本市场稳定发展，科技创新与产业创新加快融合发展，一批现象级的科技企业和创新产品相继出圈， 资本市场" 1+N "政策体系加快落地见效。 在各方面因素共同作用下，中国资产吸引力明显增强。 会上，吴清提到，"十四五"期间，上市公司通过分红、回购派发"红包"合计超过10.6万亿元，比"十三 五"增长超过八成，相当于同期股票IPO和再融资金额的2.07倍。同时，"十四五"期间A股市场韧性和抗风 险能力明显增强，上证综指年化波动率15.9％，较"十三五"下降2.8个百分点。吴清表示， 外资持有A股 市值3.4万亿元，269家企业境外上市，中国资本市场的"朋友圈"越来越大。 吴清表示， 过去五年硕果累累，展望未来五年信心满满，也是一份沉甸甸的责任，需 ...

目前全市计划转移安置沿海、低洼地带、工棚人员等约40万人。王常效强调，请受影响市民积极配 合政府转移安排。此外，台风影响期间部分医疗服务可能存在调整，有特殊就医需求的市民建议提前 规划。 针对社会关注的"五停"（停课、停工、停产、停运、停业）安排，深圳市应急管理局表示将根据台风 动态及时研判并通过官方渠道发布，请市民勿轻信未经证实的信息。 深圳市气象局与应急管理局将持续通过官方平台发布台风最新动态，获取权威信息。 来源：中国新闻网综合中央气象台、深圳新闻网 责编：汪云鹏 校 对：王蔚 百万用户都在看 突发！A股公司董事长，被留置！ 刚刚！外围，突传重磅消息！ 外资股东大动作！大牛股，突发公告！ 突传利好！特斯拉，大消息！ 突然！尾盘，多只牛股异动！发生了什么？ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 中央气象台9月22日15时发布 台风橙色预警 ： 今年第18号台风"桦加沙"（超强台风级）的中心今天（22日）下午2点钟位于广东省阳江市东偏南方 向约1060公里的巴士海峡海面上，就是北纬19.4度、东经121.8度，中心附近最大风力有17级以上 （62米/秒），中心最 ...

"希望美方为中国企业到美国投资提供开放、公平、非歧视的营商环境。关于你提到的协议问题，中美马德里经贸会谈 后，中方主管部门已经介绍了中美TikTok问题基本框架共识的有关情况，你可以查阅。"他说。 来源：澎湃新闻 责编：王璐璐 校 对：杨舒欣 9月22日，外交部发言人郭嘉昆主持例行记者会。彭博社记者提问，美国总统特朗普表示，他将在即将举行的亚太经合组 织峰会（APEC）期间与中方领导人会晤，并推动达成TikTok协议。请问发言人，除了两位领导人通话的声明之外，是否 能提供更多信息？例如他们是否会在APEC期间见面，以及关于TikTok协议的更多细节。 百万用户都在看 突发！A股公司董事长，被留置！ 刚刚！外围，突传重磅消息！ 外资股东大动作！大牛股，突发公告！ 突传利好！特斯拉，大消息！ 突然！尾盘，多只牛股异动！发生了什么？ 违法和不良信息举报电话：0755-83514034 郭嘉昆表示，元首外交对中美关系发挥着不可替代的战略引领作用，中美两国元首保持着密切的沟通和交往。"关于你提 到的具体问题，中美双方正在沟通之中，我目前没有可以提供的信息。" 关于TikTok相关的问题，郭嘉昆强调，中方在TikTok问 ...

A50又搞事情！ 午后，A50突然一根直线拉起，涨幅一度快速扩大至0.7%，随后调整下跌，截至券商中国发稿，明显冲高回落。早上杀跌的恒生科技指数亦于午后显著反弹。A股科技 股继续强势表演，科创50午后涨幅扩大至4%以上。 在这个过程当中，有两个消息值得关注：一是央行公告称，9月22日以固定数量、利率招标、多重价位中标方式开展了3000亿元14天期逆回购操作；二是科技利好不 断，海光信息午后更是有传闻在坊间流传，中芯国际等股票亦给予指数较大的支撑。 有分析认为，此时启动14天期逆回购操作提前投放跨节资金，展现适度宽松的货币政策取向。有利于进一步缓解季末、长假前机构的预防性资金需求，保障跨季、跨 节资金面平稳。 在结构上，科技层面利好不断。海光信息与某大厂合作的传闻午后在各大投资群刷屏。扎克伯格表示，宁愿浪费数千亿美元，也不愿在AI领域落后。OpenAI算力告 急，计划五年内斥资1000亿美元租赁备用服务器。金融时报报道指，中国正在快速建设大型AI数据中心集群。据The Information报道称，OpenAI已与立讯达成协议， 共同生产未来的OpenAI设备。OAI正从 AAPL招募硬件/设计/供应链人才，目 ...

债市"科技板"落地至今已四月有余，科创债发行主体和规模持续扩容。金融机构中，在前期国有大行、股份行的先入 参与后，地方性银行正积极入场。 9月19日，青岛银行发行了"25青岛银行科创债"，发行规模10亿元，此外，重庆三峡银行也将于9月22日至24日发行该 行"25三峡银行科创债01"，计划发行规模20亿元。 券商中国记者梳理，过去一周有余时间，已有9家地方性银行成功发行、上市了科创债。另外，Wind统计数据显示，截 至9月18日，国内银行共发行了50只科创债，发行规模近2600亿元，其中包含地方性银行30余家。 中小银行积极入场发行科创债 9月以来，已有齐鲁银行、赣州银行、武汉农商行、苏州银行、厦门银行、东莞农商行、福州农商行和莱商银行成功发行 了其今年首批科创债，发行规模94亿元。 发行规模较大的是齐鲁银行和苏州银行，两家银行均在9月发行了20亿元规模的科创债。其中，苏州银行近日成功发行了 20亿元规模的"25苏州银行科创01"，并成功于9月15日上市，票面利率1.89%，期限为5年期，募集资金用于科创领域，包 括发放科技贷款、投资科技创新企业发行的债券等，专项支持科技创新领域业务。 发行科创债规模最小的是 ...

注意了！ 刚刚 深圳台风蓝色预警生效！ 【深圳市台风白色预警信号升级为蓝色】 深圳市气象台2025年09月22日14时00分将全市台风白色预警信号升级为蓝色， 预计第18号台风"桦加沙"（超强台风级）趋向广东中西部沿岸，我市23日午后风雨逐渐加大，23日夜间至24日是风雨最 强时段，致灾风险极高。 省风蓝色预警信号 含义:24小时内将受合风影响, 平均风力可达6800 Latist S 级以上;可指言受台风影响,平 均风力为6~7级,可看阵风8~ 9级并将持续。 TYPHOON 防御措施: 广东省内所有高铁、普速列车24日停运 今年第18号台风"桦加沙"已于9月21日上午加强为超强台风级，并将于23日凌晨进入南海东北部，逐渐向广东中西部至海 南岛东北部一带沿海靠近，受其影响，广东东部沿海将有7-9级大风，阵风可达10-11级，广东地区将出现暴雨或大暴雨， 局部地区有特大暴雨。 记者从铁路部门获悉，为保障列车运行安全，国铁广州局根据台风动态及影响范围，对管内列车运行计划进行调整，具 体安排如下： 9月23日12时起：广东省内高铁及普速列车开始逐步停运，停运范围随台风影响动态调整； ♡ 进入台风戒备状态,居民及时 ...

Core Viewpoint - The press conference focused on the achievements of the financial industry during the "14th Five-Year Plan" period, emphasizing long-term development rather than short-term policy adjustments [2]. Financial System Stability - The overall financial system in China is stable, with healthy financial institutions and smooth market operations [3]. Loan Growth - During the "14th Five-Year Plan," loans to technology-based small and medium-sized enterprises, inclusive small and micro loans, and green loans grew at an average annual rate of over 20% [4]. Monetary Policy Framework - A modern monetary policy framework with Chinese characteristics has been gradually formed and continuously improved, promoting reasonable growth in financial totals and optimizing credit structure [5]. International Financial Governance - China's participation, influence, and voice in international financial governance have significantly increased, driven by structural reforms in the financial supply side and the development of a multi-level financial market [6]. Central Bank System Improvement - The People's Bank of China will accelerate the improvement of the central bank system to support high-quality economic development [7]. Regulatory Health Indicators - Major regulatory indicators such as non-performing loans, capital adequacy, and solvency are stable and within a healthy range, with a 40% increase in the disposal of non-performing assets compared to the "13th Five-Year Plan" [8][10]. Asset Growth in Banking and Insurance - The total assets of the banking and insurance sectors have exceeded 500 trillion yuan, with an average growth of nearly 9% over the past five years [9][10]. Funding for the Real Economy - The banking and insurance sectors provided an additional 170 trillion yuan in funding to the real economy over the past five years, with significant growth in loans for key areas such as research and technology [11]. Regulatory Effectiveness - Regulatory effectiveness has improved, with a comprehensive regulatory framework established and strict enforcement leading to significant penalties for violations [12][17]. Capital Market Development - The basic system and regulatory logic of the capital market have been comprehensively restructured, supporting stable development [13]. Technology Sector Growth in Capital Markets - The market capitalization of the technology sector in A-shares has exceeded 25%, indicating a significant increase in the market's focus on technology [14]. Direct Financing Growth - In the past five years, the total financing through stock and bond markets reached 57.5 trillion yuan, with a steady increase in the proportion of direct financing [15]. Shareholder Returns - Listed companies distributed over 10.6 trillion yuan in dividends and buybacks, significantly increasing compared to the "13th Five-Year Plan" [16]. Foreign Investment in Domestic Markets - By the end of July, foreign institutions and individuals held over 10 trillion yuan in domestic stocks, bonds, and deposits, indicating robust cross-border investment activity [18]. Foreign Exchange Market Stability - Foreign exchange reserves have remained stable above 3 trillion USD, playing a crucial role in economic stability [20].

Core Viewpoint - The steel industry is set to benefit from a significant policy initiative aimed at stabilizing growth and promoting high-quality development, with a target of approximately 4% annual growth in value added over the next two years [1][2]. Summary by Sections Policy Framework - The "Steel Industry Stabilization and Growth Work Plan (2025-2026)" was jointly issued by five government departments, focusing on structural adjustments and high-quality development [2][3]. - The plan emphasizes "stabilizing growth and preventing internal competition," outlining a clear implementation path for the steel industry [2]. Key Measures - The plan includes 10 specific measures across five areas, focusing on governance, supply optimization, transformation promotion, consumption expansion, and cooperation enhancement [2][3]. - It advocates for precise control of production capacity and output, with a push for differentiated support for low-carbon steel production methods [2][3]. Industry Management - Steel enterprises will undergo graded management based on compliance, with a focus on resource allocation towards leading companies [3]. - The plan aims to enhance the supply of high-end products by fostering collaboration among steel companies, upstream and downstream partners, and research institutions [3][4]. Investment and Upgrading - The plan promotes the modernization of equipment and processes, including the replacement of outdated facilities and the adoption of advanced technologies [4][5]. - Digital transformation is highlighted as a key area, with initiatives to assess and enhance the digital capabilities of the steel industry [4]. Environmental Goals - By the end of 2025, over 80% of steel production capacity is expected to complete ultra-low emission transformations [5]. - The plan underscores the importance of eliminating outdated production equipment to meet environmental standards [5]. Support and Monitoring - The plan outlines three areas of support: organizational collaboration, policy backing, and operational monitoring to ensure the effective implementation of the proposed measures [6]. - Market dynamics are expected to improve, with a gradual recovery in steel demand and a reduction in inventory levels [6]. Long-term Outlook - The steel industry is anticipated to experience increased concentration and a shift towards high-quality development, benefiting companies with advantageous product structures and cost efficiencies [6]. - The industry is positioned to enter a performance cycle focused on profitability, driven by stricter production limits and enhanced competitive advantages for leading firms [6].

中央气象台9月22日8时发布的每日天气提示显示，今年第18号台风"桦加沙"（超强台风级）今晨5时中心附近最大风力有 17级以上（62米/秒），中心最低气压为910百帕。预计，"桦加沙"将以每小时20公里左右的速度向偏西方向移动，强度变 化不大，22日穿过巴士海峡后，将于23日凌晨进入南海东北部海面，尔后向西偏北方向移动，并逐渐向广东中西部至海 南岛东北部一带沿海靠近，强度稍有减弱。 目前预计，台风"桦加沙"在广东登陆的可能性大，且登陆强度将是强台风级到超强台风级。建议华南沿海地区的公众需 提前做好防台风准备，提高警惕，全力应对"桦加沙"带来的强风雨影响。 近日，广东多个沿海城市已宣布或者预告"五停"（停课、停工、停产、停运、停业）措施。 深圳市 气象局最新提醒： 第18号超强台风"桦加沙"趋向广东中部沿岸，预计23日夜间-24日深圳有狂风暴雨，致 灾风险极高，请市民提前做好各项防台加固措施，持续关注官方最新的气象预警预报信息。 针对社会关注的"五停"（停课、停工、停产、停运、停业）安排，深圳市应急管理局表示将根据台风动态及时研判并通 过官方渠道发布，请市民勿轻信未经证实的信息。 深圳市应急管理局防灾减灾处（地 ...

Core Viewpoint - Despite the strong performance of technology and pharmaceutical funds, public funds are gradually adopting a defensive mindset [1] Group 1: ETF Construction Strategies - The construction speed of popular industry ETFs has slowed down, with significant positions only around 10-17% before their respective listings [3][4] - As of September 19, 2023, the strongest technology funds have achieved returns of up to 196%, while pharmaceutical funds have exceeded 170% [3][4] - The rapid construction of ETFs is often linked to the performance of the underlying sectors, with slower construction occurring when sector gains are excessive [4] Group 2: Shift Towards Consumer Stocks - Leading funds are increasingly focusing on consumer stocks, with several pharmaceutical-themed funds beginning to include new consumer stocks in their portfolios [5][6] - The IPO of IFBH, a coconut water company, attracted significant interest from multiple public and private funds, indicating a shift in investment strategy [5] - The entry of public funds into consumer stocks is seen as a response to the strong performance of the innovative drug sector [6] Group 3: Outlook on Consumer Sector - The consumer sector is viewed as a core defensive asset for public funds, driven by the emergence of quality companies and new performance drivers [7][8] - Analysts suggest that the competitive landscape in the consumer industry may improve due to a weak economic environment, leading to better product innovation and operational efficiency [8] - The consumer sector is characterized by a vast domestic market and increasing international expansion, presenting new investment opportunities [8]