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中方已要求国企暂停与巴拿马洽谈新项目?外交部回应
券商中国· 2026-02-06 09:08
2月6日,外交部发言人林剑主持例行记者会。 法新社记者提问,有媒体报道称,中方已要求国有企业暂停与巴拿马的新合作项目洽谈。中国国务院港澳事务 办公室本周早些时候表态称,巴拿马当局此举必将付出 "沉重代价"。外交部对此有何评论? 林剑表示:"中方此前已就巴拿马有关港口的问题多次阐明立场。我们的立场是明确的。你问到的具体情况, 请向中方的主管部门了解。" 日前,巴拿马最高法院以所谓"违宪"为由,裁决有关中国香港企业巴拿马运河港口特许经营合约续约无 效。外交部就巴拿马有关港口的问题已多次发声。 外交部:巴拿马最高法院有关裁决罔顾事实,背信弃义 在2月5日外交部例行记者会上。会上有记者提问称:中方多次就巴拿马最高法院裁定香港长和集团持有巴拿马 运河两端港口运营权违宪,表示中方将坚决维护中方企业正当合法权益,请问中方下一步将会采取什么样的措 施?是否已同巴方就港口下步运营进行沟通? 林剑对此表示,中方此前已就巴拿马有关港口的问题多次阐明立场。日前中国国务院港澳事务办公室发布文章 指出,巴拿马最高法院的有关裁决罔顾事实,背信弃义,严重损害中国香港企业合法权益,强调中国政府坚定 维护中国企业的正当合法权益,你可以查阅。 有 ...
南方电网报案
券商中国· 2026-02-06 09:08
中国南方电网有限责任公司2月6日发布《南方电网公司关于相关主体冒用我公司下属企业名义的严正声明》。 近期,我公司发现"甘肃中研信科能源有限公司"及下属企业假冒我公司下属企业进行市场主体登记,并开展不法活 动。为了维护我公司声誉,避免社会公众遭受人身和财产损失,现郑重声明如下: 一、"甘肃中研信科能源有限公司"及下属"北京中网绿能控股有限公司"等各级分子公司(详见清单)与南方电网公司及 下属企业无任何隶属或股权关系,其一切行为均与我公司无关。我公司已向市场监督管理部门举报,并向公安机关 报案。 二、我公司严正要求假冒我公司名义的机构和个人,立即停止一切非法行为。对于假冒我公司名义实施侵犯我公司 合法权益的行为,我公司保留追究有关机构和个人法律责任的权利。 三、敬请广大社会公众务必提高警惕,勿轻信非官方渠道的信息,以免上当受骗;如您因此遭受损失,请立即向公 安机关报案。 特此声明。 利好来了!多只A股,突发公告! 直线拉升!光刻机巨头,传来重磅利好!AI,再度引爆! | 序号 | 企业名称 | 统一社会信用代码 | 注册地址 | | --- | --- | --- | --- | | 1 | | 91620102 ...
盘后,突发重磅!预制菜国标,征求意见!
券商中国· 2026-02-06 09:08
预制菜将迎首个国标! 2月6日,国家卫生健康委就预制菜食品安全国家标准公开征求意见,重点从食品安全和营养健康方面对预制菜 作出规定,明确预制菜的定义及其原料、食品添加剂使用、生产过程、营养品质、包装、标签标识、经营过程 和产品指标要求。 标准征求意见的主要内容包括: 一是合理界定预制菜的定义与管理范畴。 根据食品安全风险分析理念,结合六部门《通知》有关预制菜 政策的解读说明,标准对预制菜的概念作出进一步细化明确,规定了预制菜不包括:主食类食品、净菜 类食品、即食食品和中央厨房制作的菜肴,上述食品均有其他相应的食品安全国家标准予以管理。 二是突出强化了对食品污染物和添加剂的管理。 标准对预制菜产品中铅、铬、苯并芘及致病微生物等重 点风险因素提出管控要求。同时,强化了食品添加剂使用管理,规定了食品添加剂的使用原则,要求除 不得使用防腐剂外,还要尽可能减少食品添加剂的使用,严控可使用的食品添加剂品种,做到非必要不 添加。 三是强调了营养品质保持。 标准要求熟制过程应避免过度烹饪,要采用先进技术或设备以最大程度保留 原料的营养成分,减少营养成分损失,鼓励在加工过程中控制烹调油、食盐、食糖的添加量。同时,要 同日,市场 ...
上金所最新发布!
券商中国· 2026-02-06 09:08
Group 1 - The Shanghai Gold Exchange announced an adjustment in margin ratios for various gold and silver contracts, increasing the margin for Au (T+D), mAu (T+D), Au (T+N1), Au (T+N2), NYAuTN06, and NYAuTN12 from 17% to 18% [1] - The margin for Ag (T+D) contracts has been raised from 23% to 24%, with the price fluctuation limit for the next trading day adjusted from 22% to 23% [1] - In the event of a one-sided market on February 9, the margin and price limit adjustments will follow the higher standards as per the Shanghai Gold Exchange's risk management regulations [1]
特朗普改口
券商中国· 2026-02-06 06:34
据新华社,美国总统特朗普5日在社交媒体发文说,他"理解"英国同毛里求斯就查戈斯群岛主权达成的协议。 此前他曾称英国把查戈斯群岛主权交还给毛里求斯"愚蠢至极"。 特朗普说,他当天与英国首相斯塔默就查戈斯群岛问题进行了"富有成效"的讨论,他理解斯塔默达成的协议 是"他能达成的最好方案"。 特朗普同时称,查戈斯群岛主岛迪戈加西亚上的美军基地对美国国家安全至关重要,其战略位置为美国的军事 行动"提供了集结和部署的便利"。如果未来英国同毛里求斯的协议出现任何变故,危及美国在迪戈加西亚岛的 军事行动和驻军,他"保留采取军事行动确保和加强美在迪戈加西亚岛存在的权利"。 查戈斯群岛位于毛里求斯东北方向约750公里的印度洋西南海域,1965年被割让给英国殖民当局。英国次年把 迪戈加西亚岛租给美国建空军基地。2025年5月22日,英国和毛里求斯签署协议,查戈斯群岛主权被正式移交 给毛里求斯。根据协议内容,位于该地区的迪戈加西亚军事基地将由毛里求斯租借给英国和美国。 今年1月,特朗普称英国把查戈斯群岛主权交还给毛里求斯"愚蠢至极",并借此强调美国控制格陵兰岛的"必要 性"。此举引发英方不满。 券中社 × 券商中国 券 中 社 扫码 ...
改节奏不改方向!机构:仍然看好有色
券商中国· 2026-02-06 06:34
Core Viewpoint - The non-ferrous metals market is entering a high volatility phase, influenced by factors such as the Federal Reserve's interest rate narrative and profit-taking activities, leading to significant price fluctuations in precious and non-ferrous metals [2] Group 1: Market Dynamics - Recent price volatility in metals like gold, silver, copper, aluminum, lead, and zinc is attributed to the Federal Reserve's interest rate changes and profit-taking [2] - Market institutions suggest that the non-ferrous metals sector will experience a phase of reduced volatility in trading, maintaining its overall direction, supported by strong fundamentals in the latter part of Q1 [2][6] - The current non-ferrous cycle is characterized by a backdrop of de-globalization, reshaping of overseas manufacturing, and unconventional inventory accumulation, differing from traditional monetary cycles and potentially extending over a longer time frame [2][6] Group 2: Influencing Factors - The nomination of Kevin Warsh as the Federal Reserve Chairman has been identified as a catalyst for increased market volatility, with his hawkish stance leading to significant asset adjustments [3] - Concerns regarding the effectiveness of the "de-dollarization" narrative, geopolitical risk premiums, and rapid price increases driven by liquidity are contributing to market uncertainties [3][4] - The recent sharp declines followed by rebounds are seen as a result of macroeconomic shocks and structural adjustments, rather than a fundamental change in the metal market's logic [4] Group 3: Long-term Outlook - Institutions remain optimistic about the non-ferrous metals sector, expecting a resurgence of upward momentum by mid-year, contingent on stable macroeconomic expectations [6] - The fundamental drivers of low supply, strong demand, and significant inventory accumulation remain unchanged, with expectations of a robust performance in metal prices following short-term corrections [6] - Key investment opportunities in the non-ferrous sector are identified, with gold, copper, and aluminum as primary choices, alongside smaller metals like rare earths, natural uranium, and tin [6]
盘中,大幅拉升!重大突破!量子科技,突传利好!
券商中国· 2026-02-06 06:34
Core Viewpoint - The article highlights a significant breakthrough in scalable quantum network research by the team led by Academician Pan Jianwei from the University of Science and Technology of China, marking a transition from theoretical concepts to practical possibilities in quantum communication and expanding China's international leadership in this field [1][2]. Group 1: Breakthroughs in Quantum Technology - The research team has constructed the basic module for a scalable quantum relay, enabling long-distance quantum networks to become a reality [2][3]. - The team achieved high-fidelity entanglement between single-atom nodes over long distances and successfully extended the transmission distance of device-independent quantum key distribution (DI-QKD) beyond 100 kilometers [2][4]. - These advancements are seen as a milestone following the "Mozi" quantum satellite, further solidifying China's position in quantum communication and networking [2][3]. Group 2: Market Response and Investment Opportunities - Following the announcement, several quantum technology stocks surged in the A-share market, with notable increases in companies like Longfly Fiber, Geer Software, and Hengtong Optic-Electric [1][5]. - The quantum computing market is projected to grow from $800 million in 2021 to $50.37 billion by 2024, with an expected CAGR of 87.64% reaching approximately $219.98 billion by 2030 [5]. - The article emphasizes that quantum computing could address the increasing demand for computational power in the AI era, providing a new paradigm for computational supply [5]. Group 3: Quantum Computing Industry Chain - The upstream of the quantum computing industry chain includes dilution refrigerators, measurement and control systems, and quantum chips, which collectively account for about 86% of the core segments [6]. - Domestic companies are accelerating innovation and domestic substitution in response to strict regulations on high-end measurement and control equipment in Europe and the U.S. [6]. - The article notes that the application market for quantum computing in fields such as financial risk control, biomedicine, and chemical material design is expected to exceed $100 billion in the next decade [6].
教育部最新部署
券商中国· 2026-02-06 06:34
据新华社消息,记者从2月5日至6日在河北廊坊举行的2026年度全国基础教育重点工作部署会上获悉, 2026年,教育部将持续推进校园餐、教辅、校服等专项整治,加强校园餐全链条监管,严把教辅征订"入 口关",推进校服采购规范化,严查利益输送、贪腐行为,坚决维护学生和家长合法权益。 责编:王璐璐 校对:高源 百万用户都在看 A股突发!多只大牛股,紧急提示风险! 集体杀跌!三大变数,突袭股市! 刚刚,突发利空!科技巨头,崩跌! 利好来了!多只A股,突发公告! 围绕深化考试评价改革,教育部提出,将有序推进中考改革,开展中考命题评估,提高命题质量,减少超 纲超标、死记硬背和"机械式刷题",引导教学回归育人本质。各地要同步做好招生改革,在积极扩大高中 教育资源、增加人民群众接受良好教育机会的同时,鼓励有条件的地方通过积极扩大优质普通高中指标到 校比例,探索登记入学、均衡派位、划片招生等多元化录取改革,淡化升学竞争。 在深入开展阳光招生专项行动方面,教育部要求,义务教育落实免试就近入学,全面推进均衡编班。普通 高中严格执行属地招生和"公民同招"政策,规范清理不合理的招生政策,坚决守住教育公平底线。 此外,教育部提出,2026 ...
段成刚,受贿数额特别巨大
券商中国· 2026-02-06 04:55
据最高人民检察院2月6日消息,重庆市政协原党组成员、副主席段成刚涉嫌受贿一案,由国家监察委员会调查 终结,移送检察机关审查起诉。最高人民检察院依法以涉嫌受贿罪对段成刚作出逮捕决定,并指定由广东省广 州市人民检察院审查起诉。近日,广东省广州市人民检察院已向广州市中级人民法院提起公诉。 检察机关在审查起诉阶段,依法告知了被告人段成刚享有的诉讼权利,并讯问了被告人,听取了辩护人的意 见。检察机关起诉指控:被告人段成刚利用担任重庆市江北区委常委、副区长,重庆市巴南区委副书记、区 长,重庆北部新区党工委副书记、管委会主任,重庆两江新区党工委委员、管委会副主任,重庆两江新区党工 委副书记、管委会副主任,重庆市渝北区委书记,重庆市委常委兼重庆两江新区党工委书记、管委会主任职务 上的便利,以及职权或者地位形成的便利条件,通过其他国家工作人员职务上的行为,为有关单位和个人谋取 利益,非法收受他人财物,数额特别巨大,依法应当以受贿罪追究其刑事责任。 段成刚出生于1963年6月,重庆江北人,曾任渝北区委书记,重庆市委常委、两江新区党工委书记,重庆市政 协副主席等职。 2025年3月,段成刚通报被查,同年9月被开除党籍和公职。 廉洁 ...
科技行情进入验证期!基金经理最新研判来了
券商中国· 2026-02-06 04:55
Core Viewpoint - The article emphasizes the transformation and challenges in the capital market, highlighting the need for professional investment research to optimize asset allocation, particularly in the context of the evolving public fund industry in China [1] Group 1: Industry Insights - The public fund industry is experiencing intense competition, prompting smaller fund companies to define their positioning and develop differentiated strategies to break through [2][3] - The active investment approach is being prioritized, with a focus on three core product lines: active equity investment, "fixed income plus" products, and index enhancement [5][11] - The industry is shifting from a focus on scale expansion to high-quality development, with a need for fund managers to adapt to changing market dynamics [1][2] Group 2: Company Strategies - The company aims to avoid chasing popular investment trends that lack competitive advantage, instead focusing on niche areas where it can build core competencies [6][10] - A pragmatic investment culture is being cultivated, emphasizing product quality and investment competitiveness while avoiding the pitfalls of blindly following market trends [6][8] - The management structure is designed to ensure clear responsibilities and efficient collaboration across departments to support strategic goals [7] Group 3: Investment Philosophy - The investment philosophy centers on understanding client needs and designing products that align with those needs, rather than pushing all products to clients [4][10] - The "fixed income plus" strategy is positioned as a solution that balances stability and potential returns, focusing on providing a good holding experience for investors [17][21] - The company emphasizes a systematic approach to investment, integrating macro and micro analysis to identify opportunities and manage risks effectively [18][22] Group 4: Market Outlook - The current market environment is characterized by low-risk returns, leading to a trend of wealth allocation towards standardized financial products [9][23] - The company maintains a cautiously optimistic view on the market, identifying structural investment opportunities in sectors like AI, advanced manufacturing, and high-dividend companies [23] - The focus on long-term asset allocation strategies is crucial, especially in light of increasing correlations among domestic assets, making international assets more appealing for diversification [16][23]