看券商中国 知天下财经 商务部决定自2025年8月12日起对原产于加拿大的进口豌豆淀粉进行反倾销立案调查。本次调查确定的倾销调 查期为2024年1月1日至2024年12月31日，产业损害调查期为2021年1月1日至2024年12月31日。 来源： 商务部 责编：杨喻程 校对： 祝甜婷 百万用户都在看 突发！超10万人爆仓，发生了什么？ DeepSeek，突传重磅！盘中，"A股标杆"大爆发！ 最新！中美再次暂停实施24%关税90天 沸腾！暴涨近170%！中国，创造历史！ 解散！马斯克，突发！ 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 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 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 。 F ...

Core Viewpoint - The article emphasizes the importance of recognizing legitimate vocational qualifications and warns against counterfeit certificates, highlighting recent regulatory measures to strengthen the management of vocational skill evaluations [1][5]. Group 1: Regulatory Measures - The Ministry of Human Resources and Social Security (MoHRSS) and other departments have issued a notice to enhance the management of vocational skill evaluations, mandating adherence to the current National Occupational Qualification Directory [1]. - There will be increased supervision of evaluation institutions, with strict penalties for those that do not comply with national standards, including the cancellation of evaluation results and revocation of certificates [1]. - A focus on building an information platform for better monitoring and sharing of data related to vocational skill evaluations has been established [1]. Group 2: Counterfeit Certificates - A total of 76 types of skill personnel qualifications have been removed from the National Occupational Qualification Directory, transitioning from government recognition to social-level certification [2]. - The MoHRSS has been actively combating counterfeit certificates, conducting thorough investigations into fraudulent activities and ensuring that violators face appropriate consequences [5][6]. - Individuals are advised to verify the legitimacy of vocational qualifications by consulting the updated National Occupational Qualification Directory [7][8]. Group 3: Recognized Qualifications - The article lists several high-value qualifications that remain in the National Occupational Qualification Directory, such as Certified Public Accountant and Tax Advisor, which are deemed worthy of pursuit [17][18].

Core Viewpoint - The market is eagerly anticipating the release of DeepSeek-R2, with a projected window between August 15 and August 30, 2025, following the recent launch of ChatGPT-5, which has intensified competitive pressure [1][3][5]. Group 1: Market Reactions - Semiconductor stocks surged on August 12, with notable increases such as Cambricon rising nearly 16% and Shanghai Huanjing hitting a 20% limit up [1]. - The stock of Meiri Interactive, a leading player in the DeepSeek concept, saw a significant rise of 12% in early trading, indicating that the market is pricing in the rumors surrounding DeepSeek-R2 [5]. - The anticipation of DeepSeek-R2 has led to a collective rally in AI concept stocks, reflecting heightened investor interest [1][5]. Group 2: DeepSeek-R2 Release Speculations - Initial plans for DeepSeek-R2 indicated a release in May 2025, but this was delayed due to technical progress and market competition, with the latest rumors suggesting a release in mid-August 2025 [1][3]. - A recent outage of DeepSeek services, attributed to peak traffic, has raised concerns but also speculation that the upcoming release may lead to increased user testing and server load [7]. Group 3: Cambricon Developments - Cambricon's stock also experienced a significant rise, attributed to both the DeepSeek-R2 rumors and positive developments regarding its fundraising efforts, which have been adjusted to reduce share dilution [9][11]. - The company is expected to benefit from a strong demand for AI chips, with projections indicating a potential revenue of 30 to 40 billion yuan by 2026 [11]. - The overall semiconductor market is projected to reach a size of 1 trillion dollars by 2030, driven by AI demand, with HPC/AI terminal markets expected to capture 45% of the semiconductor market share [12].

国新办就个人消费贷款贴息政策和服务业经营主体贷款贴息政策有关情况举行新闻发布会 F 券中社 × 券商中国 券 中 社 扫码下载券中社APP 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 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 。 看券商中国 知天下财经 责编：杨喻程 校对： 祝甜婷 百万用户都在看 突发！超10万人爆仓，发生了什么？ 最新！中美再次暂停实施24%关税90天 沸腾！暴涨近170%！中国，创造历史！ 解散！马斯克，突发！ 利好来了！刚刚，重磅宣布！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 国务院新闻办公室将于2025年8月13日（星期三）上午10时举行新闻发布会，请财政部副部长廖岷和商务部、 中国人民银行、金融监管总局有关负责人介绍个人消费贷款贴息政策和服务业经营主体贷款贴息政策有关 ...

Core Viewpoint - The yield of debt investment plans has significantly declined in recent years, with new products averaging expected yields of "3%+" and high-quality asset projects dropping below 3% [2][3]. Summary by Sections Yield Trends - The average yield of newly registered debt investment plans has fallen to a range of 3.6% to 3.9% this year, with yields above 4% becoming rare [3][4]. - Historical data shows a clear downward trend in yields over the past decade, with infrastructure debt plans averaging 6.61% in 2015 and real estate debt plans at 7.25% [4][5]. Market Dynamics - The decline in yields is attributed to reduced financing demand from traditional sectors like real estate and infrastructure, which are currently in an adjustment phase [6]. - The competition among financing methods, including trust plans and bank loans, has intensified, making it challenging for debt investment plans to maintain competitive yields [7][8]. New Investment Opportunities - There is a slight yield advantage for debt plans targeting new infrastructure projects, with yields approximately 40 basis points higher than traditional sectors [6]. - The focus is shifting towards new economic sectors, such as 5G, IoT, and data centers, which are seen as potential growth areas for long-term investment [6]. Perpetual Debt Plans - Perpetual debt plans are gaining traction due to their favorable characteristics for both issuers and investors, offering a more "friendly" financing method for asset-liability ratios [7][8]. - Several perpetual debt plans have been registered recently, indicating a growing interest in this financing structure [7].

8月12日，国务院关税税则委员会发布 《 国务院关税税则委员会关于调整对原产于美国的进口商品加征关 税措施的公告》。 百万用户都在看 突发！超10万人爆仓，发生了什么？ 最新！中美再次暂停实施24%关税90天 沸腾！暴涨近170%！中国，创造历史！ 解散！马斯克，突发！ 为落实中美经贸会谈共识，根据《中华人民共和国关税法》、《中华人民共和国海关法》、《中华人民 共和国对外贸易法》等法律法规和国际法基本原则，经国务院批准， 自2025年8月12日12时01分起， 调 整《国务院关税税则委员会关于对原产于美国的进口商品加征关税的公告》（税委会公告2025年第4 号）规定的加征关税措施， 在90天内继续暂停实施24%的对美加征关税税率，保留10%的对美加征关税 税率。 来源：新华社、财政部官方网站 责编：杨喻程 校对： 祝甜婷 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 扫码关注券商中国公众号 quanshangcn qzs.stcn.com 舞中 券中社APP 券 商 中 国 是 证 券 市 场 权 威 媒 体 《 证 ...

Core Viewpoint - The recent announcement from the US-China Stockholm Economic and Trade Talks indicates a temporary suspension of 24% tariffs for 90 days starting from August 12, 2025, while retaining 10% tariffs on certain goods, which is expected to positively impact market sentiment and trading activities [1][10]. Market Reaction - Following the announcement, Asian markets experienced a significant rally, with the Nikkei 225 index rising over 2% and surpassing its historical high set in July 2024 [2][5]. - The KOSPI index in South Korea also saw a notable increase, climbing nearly 1%, and has risen over 40% since its low on April 9 [2][8]. Commodity Market Impact - International oil prices reacted positively, showing a notable increase, while natural gas and copper also experienced gains. Conversely, international gold prices opened lower but showed slight recovery later [8]. Investor Sentiment and Expectations - Analysts suggest that the extent of the positive impact from the tariff suspension will depend on prior market expectations. If the market had already priced in such news, there could be a potential pullback [3][12]. - The Hong Kong stock market has shown unstable reactions to tariff expectations since late July, with increased risk aversion leading to a weaker overall market trend [13]. Future Outlook - The market's cautious sentiment remains evident, as indicated by a decrease in average trading volume in the A-share market despite reaching new highs [13]. - Analysts from CITIC Securities believe that the recent market pullback presents a good opportunity for investment, especially with improving overseas conditions and potential inflows of foreign capital into the A-share market [14].

Core Viewpoint - Dongguan Bank has officially opened its Hong Kong subsidiary, Dongguan Bank (International) Limited, making it the first city commercial bank in China to establish both a branch and a subsidiary in Hong Kong [1][5]. Summary by Sections Establishment and Licensing - Dongguan Bank's Hong Kong branch received its banking license in March 2021 and commenced operations in September 2021. The subsidiary, Dongguan Bank (International), was granted a banking license in October 2022 [2][4]. Historical Background - Dongguan Bank, originally established as Dongguan City Commercial Bank in 1999, was renamed in 2008. Its current asset size exceeds 677 billion yuan, positioning it among the top city commercial banks in Guangdong Province [4]. Strategic Development - The opening of the Hong Kong subsidiary is a significant step in Dongguan Bank's internationalization strategy, aimed at providing diversified financial services to local small and medium-sized enterprises and residents [5][4]. Regulatory Support - The Guangdong Provincial Government's measures to support Dongguan's innovation and development include backing the establishment of the Hong Kong subsidiary [4]. Leadership - The Guangdong Financial Regulatory Bureau approved the appointments of Li Qicong and Wei Xiangping as chairman and president of Dongguan Bank (International) in early August [6]. Industry Context - The move aligns with the broader trend of city commercial banks expanding internationally, supported by regulatory guidance from the former China Banking and Insurance Regulatory Commission [8]. Other city commercial banks, such as Xiamen International Bank and Shanghai Bank, have also established overseas operations [8][9].

Group 1 - The core viewpoint of the article is the investigation of Chen Wei, the Vice President of Shanghai Guosheng Group, for serious violations of discipline and law [1][2] - Chen Wei has a history of administrative warnings, including a 2015 incident where he was penalized for violating central regulations by organizing a costly anniversary celebration and a study tour [3] - The Central Inspection Team is currently conducting inspections in Shanghai, focusing on reports related to violations of various disciplines by city-level leadership [3]

Core Viewpoint - The joint statement from the China-U.S. Stockholm economic and trade talks outlines mutual agreements to suspend certain tariffs on goods between the two countries, reflecting ongoing negotiations and commitments made in previous discussions [1][2]. Group 1: Tariff Adjustments - The United States will suspend the implementation of a 24% tariff on Chinese goods for 90 days starting from August 12, 2025, while retaining a remaining 10% tariff as per the administrative order issued on April 2, 2025 [1]. - China will also suspend the implementation of a 24% tariff on U.S. goods for 90 days starting from August 12, 2025, while keeping a remaining 10% tariff in place, in accordance with the tax committee announcement [1]. Group 2: Non-Tariff Measures - China will take or maintain necessary measures to suspend or cancel non-tariff countermeasures against the United States as agreed in the Geneva joint statement [1].