值得一提的是，目前，*ST赛隆第四届董事会共有9名董事。这意味着，*ST赛隆第四届董事会的所有成员均递 交了辞职报告。 集体辞职。 *ST赛隆（002898）8月10日晚间公告称，因公司控制权已发生变更，公司于近日收到董事长兼总裁蔡南桂， 董事唐霖，董事兼常务副总裁刘达文，董事兼副总裁李剑峰，董事、副总裁、董事会秘书张旭，董事邓拥军， 独立董事潘传云，独立董事陈小辛，独立董事李公奋，副总裁王星递交的辞职报告。 其中，蔡南桂申请辞去董事长、董事、总裁、战略决策委员会主任委员职务，辞职后蔡南桂将继续担任公司其 他职务。截至本公告披露日，蔡南桂不存在应履行而未履行的承诺事项。蔡南桂现持有公司股份6751.27万 股，持有公司股东珠海横琴新区赛隆聚智投资有限公司47.23%股权。 *ST赛隆在公告中指出，蔡南桂作为公司创始人、董事长，在任期间对公司的战略决策和合规治理、稳健经营 等方面做出了重大贡献，公司董事会对蔡南桂为公司发展所做出的卓越贡献表示诚挚的敬意和衷心感谢。 此外，唐霖申请辞去董事、战略决策委员会委员、审计委员会委员职务，辞去上述职务后唐霖不再担任公司任 何职务。截至本公告披露日，唐霖不存在应履行而未履行 ...

Core Viewpoint - The investment value of innovative drugs is not a short-term pulse but a long-term industrial dividend, with optimal solutions for sharing this dividend through index tools in golden tracks [1] Group 1: Performance of Innovative Drug Indices - Since July, the National Index for Hong Kong Stock Connect Innovative Drugs and the China Securities Innovative Drug Industry Index have reached new highs, with year-to-date increases of 106.7% and 32.3% respectively as of July 31 [2] - The impressive performance of these indices reflects a decade-long transformation of China's innovative drug industry from "follower" to "leader" [2] - Recent inflows into ETFs tracking innovative drug indices have been significant, with a net inflow of 4.26 billion yuan from August 4 to August 8 and over 16 billion yuan since June [2] Group 2: Index Adjustments and Sensitivity - The recent upgrade of the Hong Kong Stock Innovative Drug Index aims to enhance its focus by excluding CXO companies and increasing adjustment frequency from semi-annual to quarterly, effective August 12 [3][4] - This adjustment allows the index to better capture the core drivers of the innovative drug industry, focusing on pharmaceutical companies that lead drug development and hold key patents [3] - The increased adjustment frequency enhances the index's sensitivity, enabling it to quickly identify emerging growth companies in a rapidly evolving market [4] Group 3: Policy Support for Innovative Drugs - The innovative drug industry has received significant policy support this year, with the State Council's 2025 strategic goal to create a globally competitive innovation ecosystem [5] - Multiple regulatory bodies have introduced supportive measures, including optimizing review processes and reopening IPO channels for unprofitable companies [6] - The 2024 medical insurance fund expenditure on innovative drugs is projected to be 3.9 times that of 2020, with an annual growth rate of 40% [7] Group 4: Market Dynamics and Future Outlook - By the end of 2024, China is expected to have 3,575 original innovative drugs in clinical trials, surpassing the U.S. and becoming the global leader [7] - The proportion of first-in-class (FIC) drugs has increased from less than 10% in 2015 to 24% in 2024, indicating a significant enhancement in original innovation capabilities [7] - The innovative drug market in China currently accounts for less than 10% of the total pharmaceutical market, indicating substantial growth potential compared to over 20% in other G20 countries [9] Group 5: Investment Opportunities in Innovative Drugs - The China Securities Innovative Drug Industry Index has shown a year-to-date increase of 32.3%, with significant upside potential remaining [8] - The long-term growth of the innovative drug market is supported by an aging population and increasing demand for treatments for chronic diseases and rare diseases [8] - Investing in ETFs that track the innovative drug sector provides a way to mitigate risks associated with individual stock investments while capitalizing on overall industry growth [9]

Group 1 - Ukraine's armed forces conducted a strike on the Saratov oil refinery in Russia, which is a key fuel infrastructure responsible for supplying oil products to the Russian military, with an annual processing capacity of 7 million tons of crude oil [2][3] - The attack occurred just before a planned meeting between US President Trump and Russian President Putin, indicating Ukraine's stance on the upcoming negotiations [2][5] - The strike on the Saratov refinery follows a previous attack on the Ryazan refinery, which is one of Russia's largest, resulting in a significant reduction in its crude oil intake [4] Group 2 - The potential outcomes of the upcoming US-Russia summit may focus on short-term goals such as ceasefire agreements, which could lead to temporary emotional reactions in major asset classes, including a potential decline in geopolitical risk premiums for gold, oil, and the US dollar [2][6] - If substantial breakthroughs are achieved regarding sanctions on Russia, it could have a more significant impact on major assets, particularly in the energy sector, where the restoration of energy supply to Europe remains uncertain [7] - In the metals sector, the lifting of sanctions could lead to expected changes in prices for copper, aluminum, and nickel, while in the grain sector, a ceasefire could result in the lifting of Russia's grain export restrictions [7]

权威集结，见证行业标杆！ 由证券时报主办的"2025中国证券业君鼎奖"活动正式进入专家评审阶段。本届评委团队汇聚了53位行业顶尖专家，阵容规模创历届之最，涵盖头部券商掌门人、外 资机构代表及中小券商领军者。 这些新晋评委的加入，进一步强化了评委团的多元化背景。他们的专业视角与实践经验，将为活动注入更多维度的考察。此外，外资机构代表——野村东方国际证 券总经理北村充隆亦带来国际市场经验。 欧客家 - 3 to 92 "2025中国证券业君鼎奖"评委阵容既延续权威底蕴，又注入新鲜活力。中金公司董事长陈亮、广发证券董事长林传辉、中国银河证券董事长王晟、国信证券总裁邓 舸、申万宏源证券总裁张剑等评委已连续多年坐镇，以深耕行业的专业积淀为评审活动提供持续支持。 另一大看点是，包括中信证券总经理邹迎光、中信建投总经理金剑华、招商证券总裁朱江涛在内的多名券商新任高管此次也在评委席上首次亮相，为"2025中国证 券业君鼎奖"评审 活动 注入新动能。此外，行业重大并购后的券商高管亦亮相评委团，分别有国泰海通总裁李俊杰、国联民生证券总裁葛小波，以"整合后的战略 视角"为评审 活动 提供协同发展的新维度。 全明星评委阵容揭晓 今年 ...

一键"文转图"！微信又有新功能啦 评论想秀？一键转！ 茫茫文海和某句话看对眼，试着锁住这段缘分。 选中语句点 「转发」，连句子带文章来源都在图里，分享给朋友也不像纯文字那样被刷走。 当然，如果你 觉得一篇文章的每一个字都难以取舍，也可以保存整篇文章到相册，随时看。点击文章右上角「…」-保存 为图片。 | 快来 | 试试 | 新技能吧！ | | --- | --- | --- | | 来源：微信派 | | | | 责编：刘珺宇 | 校对： 陶谦 | | | 百万用户都在看 | | | | 突发！超10万人爆仓，发生了什么？ | | | | 利好来了！刚刚，重磅宣布！ | | | | 周末突发！俄乌，大消息！ | | | | 解散！马斯克，突发！ | | | | 违法和不良信息举报电话：0755-83514034 | | | 长按视频号的评论「转发」，评论就会转成图片，还可以点击图片下方的"看原影片"，即刻实现跳转观 看。 *苹果用户已全量，安卓用户正在灰度中，请耐心等待～ 文字想"美"？一秒变！ 文字也能"装修"一下，秒变趣味图片。 微信输入法的"文字图片"功能，能在输入文字后自动生成各种样式 的图片，背景、字 ...

碳酸锂供应扰动再起！ 这个周末，很多券商都在讨论一件事，那就是宁德时代枧下窝锂矿停产。有消息称，该矿山采矿端将于8月10 日起停产，且短期内没有复产计划。因此，市场普遍认为，周一（8月11日）开盘，碳酸锂期货和相关股票将 有所反应。 那么，影响究竟有多大？碳酸锂是否会迎来反转行情？有券商研究员表示，该矿山相配套的三大冶炼厂合计产 能10万吨LCE，若实际发生停产，则影响月度供应约0.8万吨LCE，约占国内碳酸锂月度供应8%，影响量级较 大，对短期价格有较强支撑。 市场疯传停产 又是行业研究员忙碌的一个周末。从昨日（8月9日）开始，陆续就有消息传出，枧下窝锂矿确定停产，短期无 复产计划。有研究员表示，确实已经停了，此次停产是三个月时间。 瑞银这份报告引发市场明显异动。2024年9月11日，锂矿概念板块共有29家企业上涨，包括赣锋锂业、天齐锂 业、威领股份多只个股涨停。当天，碳酸锂期现货亦双双大涨。碳酸锂期货主力合约一度大涨超9%，当日收 盘涨幅7.91%，报78450元/吨；现货方面，当日电池级碳酸锂均价报7.35万元/吨，环比上涨1000元/吨。 影响多大？能否带来反转？ 其实，本周期货市场已经开始博弈停产事 ...

据湖南 岳阳日报8月10日消息， 湘阴县居民肖某良因网上发表有关评论被行政拘留一案，近日湖南省高 级人民法院再审判决撤销原行政处罚决定。 记者从岳阳市委政法委了解到，目前，湘阴县公安局已履行再审判决，并按要求支付人身自由赔偿金。 针对该案涉及的执法司法行为，岳阳市公安局、市中级人民法院已启动调查程序，并将依据调查结果依法 依规作出处理。 新闻背景—— 2023年7月， 湘阴县居民肖新良在一条短视频下发布一条12字的评论，后被湘阴县公安局以寻衅滋事为 由行政拘留5日。该条评论仅获6个点赞、1条回复。 对处罚决定不服的肖新良，在被释放后便向汨罗市人民法院提起了行政诉讼。 2023年12月，汨罗市法院一审驳回肖新良诉讼， 认定"肖新良发表的评论意见与他人的恶意诋毁评论点 赞具有延伸性、扩展性"，破坏了社会公共秩序，构成寻衅滋事。 2024年4月，岳阳市中院二审对此案维持原判。 未 经 授 权 禁 止 转 载 ， 否 则 将 追 究 相 应 法 律 责 任 。 2025年6月25日，湖南省高院终审撤销处罚，判决赔偿肖新良人身自由赔偿金2377.60元。 湖南省 高院指出：相关评论无具体指向对象，社会影响轻微（点赞及回 ...

Core Viewpoint - Public funds in China are showing strong confidence in the equity market by significantly increasing their self-purchases, indicating a positive outlook for the second half of the year [2][3][5]. Group 1: Self-Purchase Activities - On August 10, Southern Fund announced a self-purchase of 230 million yuan in three equity ETFs, reflecting confidence in the long-term stability of the Chinese capital market [1][3]. - As of August 10, nearly 130 public funds have initiated self-purchases this year, totaling over 5 billion yuan, with equity fund products accounting for a substantial portion [2][3]. - Other funds, such as Dachen Fund and Industrial Bank of China Fund, have also committed significant amounts to self-purchases, further demonstrating institutional confidence [4]. Group 2: Market Outlook and Valuation - The self-purchase trend is driven by the perception of a valuation gap in the capital market, with a slow bull market expected rather than a rapid surge [6][7]. - As of August 6, the price-to-earnings ratios for the CSI 300 and Hang Seng indices were 13.93 and 11.83, respectively, both lower than major mature markets like the S&P 500 (26.89) and Nikkei 225 (18.88), highlighting the investment attractiveness of the Chinese market [7]. - The strong resilience of the Chinese economy, evidenced by a 5.3% GDP growth in the first half of the year, supports the positive outlook for the capital market [7][8]. Group 3: Investor Behavior and Trends - There is a notable shift of household savings towards the capital market, driven by declining deposit rates, which is expected to create more investment opportunities [8]. - The issuance of new equity funds has seen a significant increase, with many new funds surpassing 1 billion yuan in initial scale, indicating a rising willingness among investors to enter the market [8]. - Foreign capital inflows into A-shares and Hong Kong stocks have also been substantial, with over 10.1 billion USD entering in the first half of the year, suggesting a continued positive sentiment towards Chinese assets [8].

Group 1 - The current market sentiment suggests that small and micro-cap stocks need to slow down, as their valuation and earnings growth do not justify further upward movement [2] - The five strong industries (non-ferrous metals, telecommunications, innovative pharmaceuticals, gaming, and military industry) have more reasonable valuations compared to the small and micro-cap stocks [2] - The driving force behind the small and micro-cap stocks is primarily liquidity, with significant contributions from quantitative products, small active equity products, and retail investors [2] Group 2 - Recent data indicates that A-shares experienced a rebound driven by trading funds, with a notable increase in margin trading balances reaching a near 10-year high [3][6] - The market is expected to maintain a high level of volatility, with sector rotation likely to occur as companies report their semi-annual results [3][6] - The "anti-involution" policy is showing initial effects, and the determination and difficulty of implementing such policies should not be underestimated [3] Group 3 - July exports exceeded expectations, particularly in the machinery, automotive, and integrated circuit sectors, indicating resilience in growth [5] - The Producer Price Index (PPI) has stabilized, benefiting sectors like black metals, non-ferrous metals, coal, and photovoltaic industries, which are experiencing price rebounds [5] - The overall economic fundamentals are showing a trend of stability and improvement, suggesting a focus on sectors with high growth or improvement in earnings for investment [5] Group 4 - The market is expected to remain in a high oscillation range, supported by favorable liquidity conditions, with a focus on sectors with strong earnings momentum [6][10] - The "anti-involution" concept is anticipated to be a recurring theme in market trends, with growth sectors likely to show high levels of activity [6] - The military industry is expected to remain a point of interest, particularly as the "14th Five-Year Plan" concludes and the "15th Five-Year Plan" begins to take shape [6] Group 5 - The current market adjustment is seen as a structural shift rather than a peak in the economic cycle, with limited impact on overall market sentiment [14] - The market is transitioning from traditional cyclical sectors to technology sectors, with a focus on AI and robotics as key investment areas [14] - The "anti-involution" policies are expected to lead to a structural market trend similar to previous government-led initiatives aimed at boosting demand [14]

8月10日，知名歌手伍佰发布紧急公告： "目前伍佰官网（wubai.com）网址已被骇客入侵，目前网站上显示的讯息全部是错误的，尤其是香港演 唱会的讯息全部为捏造，请勿上当，也不要点击附上的售票网站网址，以免误信诈骗网站，在没有公告官 网已经恢复之前，请不要再使用伍佰官方网站，以免受骗上当！" 伍佰，本名吴俊霖，1968年1月14日出生于中国台湾省新北市新店区，华语流行乐男歌手、词曲作者、 音乐制作人、吉他手、影视演员、摄影师。 来源：中国新闻社综合 责编：刘珺宇 校对： 陶谦 百万用户都在看 突发！超10万人爆仓，发生了什么？ 利好来了！刚刚，重磅宣布！ 周末突发！俄乌，大消息！ 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 ...