来源：比亚迪李云飞 责编：王璐璐 校 对：杨舒欣 百万用户都在看 刚刚！外围，突传重磅消息！ 突发！A股公司董事长，被留置！ 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？ 针对巴菲特旗下伯克希尔哈撒韦已清仓比亚迪股份的消息，比亚迪集团公关处总经理李云飞发文回应称，2022年8月，伯克希尔开始陆续减持其于2008年购 买的公司股票，去年6月其持股就已在5%以下了。股票投资，有买就有卖，这是很正常的事情。感谢芒格和巴菲特对比亚迪的认可，也感谢过去17年的投 资、帮助和陪伴，为所有的长期主义点赞。 券商中国 X 券中社 扫码下载 券 中 社 A P P 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 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 。 违法和不良信息举报电话：0755-83514034 邮 ...

柯克当地时间9月10日在 犹他山谷大学 演讲时遭枪击身亡，终年31岁。 特朗普近日称，他们在寻找杀害查理·柯克 的枪手方面"正在取得重大进展"，希望执法部门能尽快完成调查。 据报道，预计将有超过10万人出席 查理·柯克 的 追悼活动，据称 追悼会 安保工作极其严密。 马斯克在2024年美国大选中支持特朗普和共和党，曾出任特朗普的"政府效率部"负责人。但几个月前，马斯克因所 谓的"大而美"法案与特朗普闹掰，一度宣布要成立新的"美国党"。 据@CCTV国际时讯消息，当地时间9月21日，美国总统特朗普的政治盟友、知名保守派活动人士查理·柯克的追悼 会在亚利桑那州格伦代尔市的一座体育场举行。美国亿万富豪埃隆·马斯克现身追悼会现场。 这是马斯克与特朗普公开决裂后两人首度同框。 同特朗普"闹掰"后，马斯克于近日透露，自从离开美国政府效率部后，自己就没再去过华盛顿特区。 在洛杉矶举行的一场科技大会采访中，当被问及从政府效率部的工作经历中学到了什么时，马斯克回答称，"美国政 府基本无可救药"。 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 ...

券商分析师数量再度创下新高。 近期，券商中国记者查询中国证券业协会数据发现，证券公司分析师数量已经突破6000人大关，创下历史新高。其中， 大型券商研究所以内生培养为主，中小机构则倚重外部引进。 券商分析师队伍正加速扩张。然而市场蛋糕正在缩小，受公募基金"费改"影响，行业分仓佣金收入上半年下滑超30%，券 商研究所转型迫在眉睫，寻求非佣金类的新业务增长点，实现收入结构多元化。同时，部分头部机构的增员速度已经放 缓。 分析师数量再上台阶 根据券商中国记者对中国证券业协会数据的统计，截至9月19日，证券公司分析师数量为6162人，已迈入6000人大关。 拉长时间维度看，券商分析师群体在近两年呈现快速扩张的态势。据东方财富Choice数据，2018年分析师数量突破3000 人，此后长达4年时间分析师数量在4000人以内波动。直至2022年才跨越4000人门槛。而不到两年时间，2024年分析师数 量已经突破5000人。如今创下历史新高。 谈及分析师数量快速增长原因，有业内人士认为，一是在公募基金"费改"政策出台前，随着机构投资者群体快速扩容， 券商研究所人才缺口较大，持续扩招，包括在应届生中大规模选拔，这些新入职的研 ...

Core Viewpoint - Recent regulatory actions highlight the increasing scrutiny on private equity firms in China for deviating from their core business activities, particularly involving the misuse of fund assets for lending purposes [2][3][5]. Summary by Sections Regulatory Actions - Hainan Securities Regulatory Bureau issued a warning letter to Green Creation Fund Management (Hainan) Co., Ltd. for failing to report significant matters in a timely manner and for using private fund assets for lending activities [2][3]. - This marks the second instance in September where a private equity firm in Hainan has been penalized for similar violations, following Hainan Zhuodai Fund Management Co., Ltd. [5]. Compliance Issues - The core issue identified is a lack of compliance awareness among personnel in private equity firms, leading them to treat fund management as a typical business and prioritize economic gains over their primary responsibilities [2][3]. - Hainan Zhuodai Fund's main revenue sources were found to be unrelated to private fund management, primarily deriving from financial advisory services [5]. Broader Industry Trends - Other regulatory bodies, such as the Shenzhen Securities Regulatory Bureau, have also intensified their oversight on private equity firms engaging in non-core activities, including selling unrelated products and providing consulting services [6]. - In July, two private equity firms in Chongqing received warning letters for misusing fund assets, including improper investments and lending activities [6][7]. Training and Compliance Initiatives - Hainan Securities Regulatory Bureau has initiated a series of compliance training sessions for private fund managers to reinforce regulatory awareness and operational standards [7].

Core Viewpoint - The extension of the cobalt export ban by the Democratic Republic of the Congo (DRC) until October 15 is expected to significantly impact the global cobalt supply chain, potentially leading to a sharp increase in cobalt prices [1][2][5]. Summary by Sections Cobalt Export Ban - The DRC's strategic mineral regulatory agency announced the extension of the cobalt export ban until October 15, with a planned lifting on October 16 and the implementation of annual export quotas [1][5]. - The export quotas allow mining companies to export a maximum of 18,125 tons of cobalt for the remainder of 2025, with annual limits of 96,600 tons for 2026 and 2027 [5]. Price Impact - The ban's extension is likely to create a supply gap, accelerating the consumption of existing inventories and leading to a significant short-term increase in cobalt prices [5]. - As of September 18, cobalt prices have surged to over 270,000 yuan per ton, reflecting a 62.7% increase since the beginning of the year [2][7]. Long-term Outlook - Analysts maintain an optimistic view on cobalt prices for the year, with expectations that the DRC's export quotas will enhance its pricing power, potentially raising the price center [3][12]. - Projections indicate that cobalt prices could reach over 350,000 yuan per ton between 2026 and 2027 [10]. Demand Drivers - Cobalt is a critical component in lithium-ion batteries, particularly in electric vehicles and consumer electronics, with demand expected to rise due to advancements in technology such as 5G, AI, and IoT [9][11]. - Global cobalt consumption is projected to increase by 7.15% in 2024, with China's consumption expected to grow by 5.6% [9]. Market Performance - The DRC's export ban has led to a significant improvement in the global cobalt market's supply-demand dynamics, with prices rebounding sharply [7]. - Major players in the cobalt industry, such as Luoyang Molybdenum and Huayou Cobalt, have seen substantial stock price increases, reflecting the positive market sentiment [12].

据央视新闻消息，9月21日，贵州遵义市食品药品安全委员会办公室通报贵州习水疑似食物中毒事件。 通报全文如下： 9月17日晚21时30分，习水县政府接到县卫生健康局报告，有患者在县人民医院就诊过程中反映，近日食用"三明治"糕 点后出现发热、腹痛、腹泻等症状。经组织卫健、疾控、市场监管、公安等部门排查，患者反映食用的"三明治"糕点为 习水县麦可美加乐食品厂生产，9月15日至17日在该企业位于习水县城的8家自营门店销售，共向137人零售三批次"三 明治"糕点142单、181个，有187人食用过该糕点。 遵义市委、市政府于9月17日当晚安排成立工作组开展医疗救治和调查处置工作，在医院开设就医绿色通道，组建市县联 合医疗专家组对近日食用"三明治"糕点的患者进行诊治；主动联系购买食用过该三批次"三明治"糕点的人员，到医疗机 构进行检查、诊断和治疗。截至9月21日下午17时，住院观察治疗136人（含学生89人，学龄前儿童10人），患者症状 表现为发热、腹痛、腹泻，病情体征稳定。经省、市、县疾控专家调查及实验室检测，判定患者病症由沙门氏菌污染"三 明治"糕点引起。 市场监管部门已于9月17日晚对生产原材料及剩余成品进行查封扣 ...

中信证券：下一波的线索 目前整体的行业选择框架依然是围绕资源+新质生产力+出海。资源股在供给受限以及全球地缘动荡的预期推动下，从周 期属性转向偏红利属性会带来估值体系重构，博弈美联储降息的资金退潮带来的波动可以忽略。更大的中期线索还是中 国制造业龙头的全球化，将份额优势转化为定价权和利润率提升，带来超越本国经济基本面的市值增长，从而逐步打破 行情与基本面背离且全靠流动性驱动的错误认知。配置结构上，保持定力，右侧趋势品种继续聚焦资源、消费电子、创 新药和游戏；左侧配置关注化工和军工；产业趋势层面，近期重点关注AI从云侧逻辑开始向端侧逻辑扩散。 国泰海通：中国股市不会止步于此 中国股市不会止步于此，理解"转型牛"首要是认识其关键动力：无风险收益的下沉，推动了"找资产"需求井喷，这是历史 转折，也远未结束；"提高投资者回报"的资本市场改革，有助于社会各界改善对中国资产的观念认识；中国转型加快与 传统"L形"企稳能见度提高，带来的是经济社会发展的确定性提升与资产回报率预期的企稳和改善，这是市场估值得以重 估的基石。从战术看，中美元首通话表明短期风险展望稳定；弱美元与海外降息，有利于中国宽松与央行重启国债交 易；资本市 ...

Core Viewpoint - The announcement regarding the detention of the actual controller and chairman of Zhenlei Technology, Yu Faxin, raises concerns but the company asserts that it will not significantly impact its normal operations [1][3]. Company Overview - Zhenlei Technology, established in September 2015, focuses on chip design, particularly RF transceiver chips, high-precision ADC/DAC chips, power management chips, and micro-systems [7]. - The company was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on January 27, 2022, and has built a comprehensive platform for chip design, development, production, and sales [7]. Recent Developments - On September 21, Zhenlei Technology announced that Yu Faxin was placed under detention by the Huangshi Municipal Supervisory Committee, temporarily unable to fulfill his duties as chairman [1][3]. - The company confirmed that there has been no change in control and that operations remain normal, with Zhang Bing acting as the interim chairman [3]. Financial Performance - In the first half of the year, Zhenlei Technology reported a revenue of 205 million yuan, a year-on-year increase of 73.64%, and a net profit attributable to shareholders of 62.32 million yuan, up 1006.99% year-on-year [6][8]. - The company has seen a significant increase in orders and projects, benefiting from the recovery in downstream industries and strategic opportunities in emerging sectors such as commercial aerospace and low-altitude economy [8]. Market Position and Future Outlook - Zhenlei Technology's products are increasingly recognized in various applications, with some already included in preferred customer lists [8]. - The company is expected to benefit from the ongoing satellite internet construction and the recovery of demand in the defense information sector, with projected revenues of 451 million yuan, 631 million yuan, and 850 million yuan for 2025 to 2027, respectively [8].

Core Viewpoint - The rapid growth of ETFs is accompanied by emerging risks and concerns that should not be overlooked, indicating shortcomings in the current ETF ecosystem regarding risk management and detail optimization [2][3][6]. Group 1: ETF Growth and Market Dynamics - The ETF market has experienced explosive growth, surpassing 30 trillion yuan in 2024 and reaching milestones of 40 trillion and 50 trillion yuan this year, with a total market size of 5.31 trillion yuan as of now, reflecting a year-to-date increase of 1.58 trillion yuan, or 42.4% year-on-year [2][3][4]. - The number of ETFs has increased to 1,306, with significant inflows into the market, including 407.86 billion yuan raised from the recent issuance of 14 new science and technology bond ETFs [3][4]. - Major fund companies have capitalized on this growth, with several managing over 8 trillion yuan in ETF assets, including Huaxia Fund and E Fund [3][4]. Group 2: Emerging Risks and Concerns - Recent volatility in ETF component stocks has raised concerns, with significant price fluctuations observed in stocks like Shankai Holdings and Yaojie Ankang, which are part of major ETFs [6][8]. - Issues such as poor liquidity of component stocks, mismatched risk ratings, and high volatility have been highlighted, indicating a lack of adequate risk assessment by fund managers [8][9]. - The phenomenon of "passive crowding" has led to excessive capital allocation to large-cap stocks, creating potential risks for sudden liquidity withdrawals [9]. Group 3: Product Homogeneity and Innovation Deficiency - The ETF market is facing challenges of product homogeneity, with many funds lacking differentiation in underlying assets and strategies, leading to a proliferation of similar products [11][12]. - The introduction of multiple science and technology bond ETFs has not resulted in significant innovation, as many funds are competing in the same narrow space without unique offerings [11][12]. - The lack of innovative products has forced investors to flock to thematic ETFs, while broad-based index ETFs are experiencing capital outflows, indicating a shift in investment preferences [15][16].

中国制造的武器装备也在阅兵式上亮相 当地时间20日 塞尔维亚在首都贝尔格莱德举行 "团结的力量"阅兵式 纪念塞尔维亚统一、自由和国旗日 获得当地民众的点赞 "我无法用言语来形容 太令人印象深刻了" "中国与塞尔维亚 是有着钢铁友谊的兄弟国家" 此次阅兵式在塞尔维亚宫举行 塞尔维亚总统武契奇、总理马楚特 和国民议会议长布尔纳比奇 以及多国政要、军事代表 和驻塞使节等出席阅兵式 阅兵式开始时 贝尔格莱德国防大学军事学院的学员队伍 托举一面长达300米的塞尔维亚国旗入场 塞尔维亚国防部表示 此次阅兵共有近1万名军事人员参与 共展示约2500件武器和军事装备 包括70架航空器、600辆军用车 以及20艘舰船 在阅兵式结尾 进行了跳伞表演 据介绍，当天超过4.7万民众 在现场观看阅兵式 阅兵式上 中国制造的 红旗-22地空导弹武器系统 红旗-17防空导弹系统 亮相 给当地民众留下了深刻印象 伞兵手持塞尔维亚国旗 看到视频，不少网友表示 "这一刻，深深感受到了 祖国综合实力的不断强大" "为祖国骄傲" 来源：央视财经 责编：刘珺宇 校 对：王锦程 百万用户都在看 突传利好！特斯拉，大消息！ 刚刚，集体爆发！外围重磅，突然 ...