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周末!三大利好来袭!最高250%,关税大消息!两连板牛股,遭证监会立案!影响一周市场的十大消息
券商中国· 2025-08-10 10:21
Group 1 - The article highlights three major positive developments for the artificial intelligence and robotics industries in China, including a 3 billion yuan AI industry fund in Henan, a support policy for embodied intelligent robots in Beijing, and the establishment of a brain-computer interface innovation alliance in Hubei [2] - The July Consumer Price Index (CPI) remained stable year-on-year, while the Producer Price Index (PPI) decreased by 3.6%, indicating ongoing effects of domestic demand policies and seasonal factors affecting industrial prices [3] - The China Securities Regulatory Commission (CSRC) will maintain strict controls on IPOs to prevent large-scale market expansion, while promoting long-term capital investment and enhancing the attractiveness of the domestic capital market [5] Group 2 - Beijing's new housing policy allows families to purchase multiple homes outside the fifth ring road, along with increased support for housing provident fund loans, which is expected to boost the real estate market in the third quarter [6] - The stock of Jihua Group, a brain-computer interface concept stock, faced regulatory scrutiny after a significant price increase, with the CSRC launching an investigation into information disclosure violations [7] - Upcoming economic data releases include July's industrial output, fixed asset investment, and social retail sales, which are anticipated to provide insights into the economic recovery [8]
山东警方通报“树拍”APP案情
券商中国· 2025-08-10 07:52
Core Viewpoint - The article reports on a recent investigation by the Public Security Bureau of Linyi City, Shandong Province, into a suspected fundraising fraud case involving individuals Wang Mouqing and Cui Moudong, who operated the "Shupai" app to illegally solicit funds from the public with promises of high returns [1]. Summary by Sections Investigation Details - The investigation began in March 2024, focusing on the operation of the "Shupai" app, which utilized a bidding model to attract investments under the pretense of high returns [1]. - Multiple suspects, including Wang Mouqing and Cui Moudong, have been subjected to criminal coercive measures as part of the ongoing investigation [1]. Reporting and Evidence Submission - Participants in the fundraising scheme are encouraged to report to their local police stations with relevant documentation, including copies of their ID, transaction records, and any other evidence related to the case [4]. - For those unable to report in person, a written statement along with copies of supporting documents can be mailed to the Linyi City Public Security Bureau [4]. Public Cooperation and Legal Compliance - The article urges participants to cooperate with the police investigation, provide truthful information, and refrain from spreading rumors or participating in illegal gatherings [5]. - Legal consequences will be pursued against individuals engaging in activities that disrupt social order, such as spreading rumors or illegal assembly [5].
这家村镇银行进入破产程序!存款由千亿级农商行承接
券商中国· 2025-08-10 07:52
时隔三年,又有中小银行破产,且存款得到安全承接。 8月8日,大连金融监管局官网公告,该局发布关于大连金州联丰村镇银行破产的批复,原则同意大连金州联丰 村镇银行(下称"联丰村镇银行")进入破产程序。 就在同一日,大连农商行、联丰村镇银行均在官网发布致客户书,经国家金融管理部门同意,联丰村镇银行的 存款已由大连农商行承接。有关客户在联丰村镇银行已办理的存款,资金安全及交易安全不受影响。客户可持 联丰村镇银行已办理的存单、存折、银行卡等交易介质及相关证件在大连农商行下辖服务网点正常办理业务。 券商中国记者注意到,联丰村镇银行成立于2010年1月,由原包商银行出资30%作为第一大股东参与设立。最 新工商信息显示,蒙商银行现持有联丰村镇银行30%股份,大连市属国资企业持有该行10%股份。此外,多名 自然人股东股权已被冻结,个别自然人股东已成被执行人。 存款、网点及人员均被承接 事实上,就在8月1日,联丰村镇银行已在官网发布通知称,该行的网点、人员、存款由大连农商行承接。 根据通知,该行经向大连金融监管局和人民银行大连市分行报备,现已顺利完成系统切换相关工作。该行客户 的资金和权益不受影响,原联丰村镇银行的存款客户信息已 ...
又一大型机构入场!险资系私募证券基金,增至6家!
券商中国· 2025-08-10 07:52
Core Viewpoint - The article discusses the recent approval of Taiping Asset's establishment of a private equity securities investment fund management company, marking a significant step in the long-term investment pilot program for insurance funds in China [2][4]. Group 1: Approval and Establishment - Taiping Asset, a subsidiary of China Taiping, has received approval from the National Financial Regulatory Administration to establish Taiping (Shenzhen) Private Securities Investment Fund Management Co., Ltd. [2][3] - This approval adds to the growing number of insurance-related private equity securities fund companies, with a total of six now approved [2][7]. Group 2: Long-term Investment Pilot Program - The long-term investment pilot program for insurance funds allows insurance companies to establish private equity securities funds primarily targeting the secondary market for stocks, with a focus on long-term holding [4]. - The pilot program has seen three batches of approvals, with the first batch in October 2023 involving China Life and Xinhua Insurance, each contributing 25 billion yuan to a total fund size of 50 billion yuan [4]. - The second batch included eight insurance companies with a total scale of 112 billion yuan, while the third batch amounted to 60 billion yuan [4]. Group 3: Impact on Capital Markets - The establishment of Taiping's private equity securities fund is expected to enhance the investment capacity of long-term funds in the capital market, with Taiping Asset managing over 1.5 trillion yuan in assets by the end of 2024 [5]. - The initiative aims to align with national strategies and support the real economy, reinforcing the role of insurance funds as stabilizers in the market [5]. Group 4: Current Fund Operations - Currently, six insurance-related private equity securities investment funds are operational, including various funds managed by Guofeng Xinghua, Taikang, and Taibao [8][9]. - The first pilot fund, managed by Guofeng Xinghua, began investing in March 2024, with a total scale of 50 billion yuan fully deployed by March of the same year [8]. - The ongoing pilot program is designed to optimize the asset-liability matching of insurance funds under new accounting standards, thereby improving capital efficiency [9].
利好来了!刚刚,重磅宣布!
券商中国· 2025-08-10 07:52
脑机接口行业再迎利好催化。 据最新消息,近日,湖北省医疗科技创新成果发布会召开,宣布湖北脑机接口产业创新发展联盟在光谷成立。此外,湖北率 先发布全国首个脑机接口医疗服务价格标准,加速技术向临床转化。 受一系列利好政策刺激,近期A股脑机接口概念股持续爆发,倍益康本周累计涨幅超21%,创新医疗周涨幅近18%,南京熊 猫、三博脑科等跟涨。有券商机构指出,在技术革新和政策红利的双重催化下,脑机接口有望快速实现突破。 重磅宣布 8月10日,据"中国光谷"官微消息,8月9日,湖北省医疗科技创新成果发布会召开,宣布湖北脑机接口产业创新发展联盟在光 谷成立。 "中国光谷"表示,下一步,将构建"1+1+N"全链条服务体系,通过整合区域优势资源打造覆盖全周期的创新生态:建设多中心 临床试验基地,依托同济医院、协和医院等优质医疗资源建立科技伦理审查和临床评价体系;打造产学研医一体化创新中 心,集成成果转化、微纳加工、数据平台和行业交流等功能;构建产业配套支撑体系,支持企业建设研发生产基地、概念验 证中心及检验检测平台,形成从概念验证到产业转化的全链条服务能力,推动脑机接口领域创新成果高效转化,助力湖北省 抢占脑机接口产业战略制高点 ...
突然闭店!知名品牌又一门店退场
券商中国· 2025-08-10 05:54
一要干活儿就犯困? 说到提神办法 很多深圳er会选择来一杯咖啡 相信对于爱喝咖啡的广东人来讲 对这家咖啡一定不陌生 皮爷咖啡(Peet's Coffee) 近日, 全球知名咖啡连锁品牌皮爷咖啡(Peet's Coffee)在华南地区的首店——深圳万象天地店已 显示暂停营业, 有消息称是因为租约到期后关店。 大众点评显示,该店于2021年8月被收录, 这意味着该品牌华南首店在进入中国市场4年后悄然退 场。 此前,媒体报道皮爷咖啡于今年还关闭了广州、杭州、北京等地的多家门店。 除了皮爷咖啡,去年精品咖啡Seesaw也被爆出关闭了全国近半门店,还发生了员工欠薪的纠纷;另 一精品咖啡M Stand自去年开始开店速度大幅降低。 首家皮爷咖啡悄然退场 南都N视频记者发现,不少网友在社交平台发布了深圳万象天地店闭店的消息, 有部分门店老客在 营业的最后一天还特意赶去打卡。 有网友表示 前几天还来过,怎么说没就没了 图图图 ¥69/人 今天是万象天地皮爷店最后一天,照例一早起床去 喝一杯,看看它,听听音乐,一转眼陪了我快4年的 咖啡店. 对于我来说对它更像是一个老朋友,承载 着我这几年的心情,我的开心不开心,当我心情不 好时 ...
超8800亿元!新政落地三月,科创债市场持续扩容
券商中国· 2025-08-10 05:54
截至目前,科创债新政落地已有三月。 据券商中国记者统计,在这三个月内,新发科创债发行规模高达8806.59亿元。其中,银行、券商等金融机构 新发债券规模占比36%。 券商中国记者统计数据进一步发现,当前科创债发行主体虽然仍以央国企、大型机构为主,但越来越多的中小 机构、民营企业也参与其中。从票面利率来看,近三个月新发科创债发行票面利率均值为1.8994%,最低甚至 能到0.01%。 展望后市,华泰证券认为,科创债等新品种会在下半年迎来更多供给,部分民企债也在通过科技板回归发行市 场。 三个月内科创债新发规模超8800亿元 5月7日,央行、证监会联合发布《关于支持发行科技创新债券有关事宜的公告》,提出了一系列鼓励债市"科 技板"建设的政策。券商、银行等相关各方迅速行动起来,科创债市场持续扩容。 数据显示,5月7日到8月7日,全市场以公募形式累计新发的科技创新债券共有698只,计划发行规模高达 8806.59亿元。而据Wind统计,上年同期全市场共发行了187只科技创新债券,发行总规模为1976.08亿元。两 相对比,足可见政策效应显著。 科创债新政的一大看点在于新增支持商业银行、证券公司、金融资产投资公司、股权 ...
刚刚!美联储,降息大消息!
券商中国· 2025-08-10 05:54
美联储副主席的最新讲话释放重磅信号。 美东时间8月9日,美联储副主席米歇尔·鲍曼表示,支持今年降息三次并敦促美联储在9月议息会议上启动降息。她认为,关税 政策推动的美国物价上涨不太可能持续推高通胀。 根据CME美联储观察的数据,当前投资者认为美联储在9月降息25个基点的可能性已经高达88.9%。因此,市场普遍认为,美 联储9月降息已几近定局,悬念已转向50个基点。 下周,美股市场将迎来一系列重磅数据,其中包括美国7月CPI数据、7月PPI数据和7月零售数据等。分析指出,这将为美联 储调整货币政策提供重要参考,或将对美联储降息前景产生扰动。 支持美联储年内降息三次 北京时间8月10日,美联储官网发布了负责监管的美联储副主席米歇尔·鲍曼的最新讲话稿,她表示,支持在2025年年内降息三 次,并指出这一立场因美国近期疲弱的劳动力市场数据而得到了强化。 在美东时间周六于科罗拉多斯普林斯向堪萨斯银行家协会发表的讲话中,鲍曼呼吁美联储在9月会议上开始降息。 她表示,这将有助于避免劳动力市场出现进一步不必要的恶化,并降低在劳动力市场进一步恶化时,委员会不得不采取更大 幅度政策纠偏的可能性。 鲍曼认为,关税政策推动的物价上涨不 ...
上市首日,双双涨停!公募REITs强势刷屏,供需“矛盾”如何解决?
券商中国· 2025-08-10 03:02
Core Viewpoint - The recent listing of the first two data center REITs on August 8 has demonstrated a significant market demand, with both achieving a 30% limit-up on their debut, reflecting a strong investor interest in public REITs [1][2][3] Group 1: Market Performance - As of August 8, 73 public REITs have been listed, with 67 showing an increase on their first trading day, representing over 90% of the total [3] - Among these, 15 REITs achieved a 30% limit-up on their debut, accounting for 20.55% of the total [3] - The average return for the 73 public REITs since listing is nearly 35%, with 17 products yielding over 50% returns, and the highest return nearing 100% [1][6] Group 2: Demand and Supply Dynamics - The current public REITs market, with a total size just above 2 trillion yuan, is struggling to meet the high demand for quality assets, leading to a mismatch between investor demand and the supply of quality assets [1][8] - The strong performance of public REITs indicates a significant investor appetite, but there is an urgent need to increase the supply of quality REIT assets to address this demand [8][9] Group 3: Investor Behavior and Market Trends - The recent surge in public REITs has been characterized by a concentration of investor preferences, leading to increased investment concentration and potential liquidity risks [8] - The market has seen a clear differentiation in performance, with certain asset types, such as consumption infrastructure and energy infrastructure, performing better than others [7][8] Group 4: Future Outlook - There is a call for regulatory adjustments to allow more diverse participation in the REITs market, which could enhance the supply of quality assets and improve market dynamics [9]
周末突发!俄乌,大消息!
券商中国· 2025-08-10 03:02
特朗普和普京,即将会晤! 美国总统特朗普将于15日与俄罗斯总统普京在美国阿拉斯加州会晤,讨论乌克兰危机。对此,英国、法国、德 国、意大利、波兰、芬兰等欧洲多国领导人发表联合声明,呼吁任何有关乌克兰危机的外交解决方案都必须保 护欧洲和乌克兰的重大安全利益。 此外,有美媒爆料称,白宫正在考虑邀请乌克兰总统泽连斯基前往阿拉斯加,但尚未作出最后决定。特朗普此 前曾对媒体表示,普京在和他会晤之前不必先会晤泽连斯基。 值得关注的是,俄乌双方仍在进行大规模互袭。俄罗斯国防部9日称,在过去24小时,俄军防空部队击落了乌 军1架苏-27战机和457架固定翼无人机。另外,俄罗斯萨拉托夫州州长布萨尔金通报称,当地一家工业企业10 日凌晨遭到无人机袭击。 来看详细报道! 欧洲领导人发表联合声明 据央视新闻报道,当地时间9日晚,英法德等6个欧洲国家领导人和欧盟委员会主席冯德莱恩发表联合声明,呼 吁任何有关乌克兰危机的外交解决方案都必须保护欧洲和乌克兰的重大安全利益。 声明中,英国首相斯塔默、法国总统马克龙、德国总理默茨、意大利总理梅洛尼、波兰总理图斯克、芬兰总统 斯图布以及冯德莱恩对美国总统特朗普为解决乌克兰危机所作努力表示欢迎。一天 ...