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连休6天!多地公布中小学春假安排
券商中国· 2026-03-06 14:11
四川 今年成都中小学春假的放假时间,由各区(市)县结合实际情况,自主选择具体放假时间。 其中,记者从成都市锦江区、青羊区、金牛区、成华区、金堂县、简阳市以及成都高新区、天府新区成都直管 区的部分家长处了解到, 学校通知的2026年春假放假时间为4月1日至3日,与清明节连休。 来源: 央视网综合人民网、江苏新闻、四川日报 近期,多地相继发布了2026年的中小学春假安排。 江苏 南京、扬州、苏州、常州、盐城、连云港、宿迁等地的 春假放假时间均为4月1日至3日,和4月4日 至 6日的清 明假期连休,形成6天假期 。 浙江 杭州市: 伊朗:已有超500名美军丧生!刚刚,日韩股市暴涨! 深夜暴跌!美股,全线重挫!美联储,遭遇重大变数! 违法和不良信息举报电话:0755-83514034 邮箱:bwb@stcn.com 责编:刘珺宇 校对: 盘达 上城区、拱墅区、西湖区、滨江区、钱塘区、萧山区、余杭区、临平区、富阳区、临安区:4月28日至 30日; 桐庐县:4月29日至30日,5月6日; 淳安县、建德市:4月2至3日,4月7日。 宁波市: 4月28日至30日 温州市: 4月29日至30日,5月6日 嘉兴市: 4月28日至 ...
刚刚!证监会,深夜发文!事关短线交易
券商中国· 2026-03-06 14:11
Core Viewpoint - The China Securities Regulatory Commission (CSRC) has issued the "Regulations on Short-term Trading Supervision" to implement the short-term trading supervision system as stipulated in the Securities Law, effective from April 7, 2026 [1]. Summary by Sections Regulations Overview - The regulations clarify the supervision arrangements for major shareholders and executives regarding short-term trading, consisting of twelve articles [2]. - It specifies the applicable subjects and types of securities, including major shareholders and executives who must comply with short-term trading rules when buying or selling securities [2]. - The regulations define the calculation standards for holding and trading time points, establishing that the trading time point is the securities transfer registration date [2]. Exemptions and Special Cases - The regulations outline 13 exemption scenarios, such as preferred stock conversion, ETF subscription and redemption, and judicial enforcement, to support market development while ensuring compliance [2]. - It emphasizes that exemptions will not apply if there is an attempt to gain illegal benefits through information advantages [2]. Implementation and Market Response - The CSRC has engaged in public consultation and discussions to refine the regulations, receiving positive feedback from various stakeholders, indicating that the regulations will help stabilize market expectations and enhance trading convenience [3]. - The CSRC plans to organize securities trading venues to ensure the effective implementation of the regulations and to continuously optimize short-term trading supervision [3].
暴涨650%!中东局势,突然引爆!这一价格,大幅飙升!
券商中国· 2026-03-06 12:20
Core Viewpoint - The escalation of the Middle East situation has led to a dramatic surge in global LNG shipping rates, with day rates for LNG carriers skyrocketing to $300,000, a staggering increase of 650% compared to the previous week [1][2]. Group 1: LNG Shipping Rates - LNG shipping rates have surged due to supply disruptions in the Middle East, with the day rate for LNG carriers from the U.S. Gulf to Europe reaching approximately $300,000, up about $260,000 from the previous week [2]. - The day rate for LNG carriers from the U.S. Gulf to Asia has also increased from $42,000 to $300,000, while rates from Australia to Asia have risen to about $255,000 per day [2]. - Fearnleys noted that charterers are willing to pay rates up to ten times higher than last week to secure immediate shipping capacity, indicating a strong demand for long-term charters as well [2]. Group 2: Impact of Middle East Situation - The conflict involving Iran has disrupted global LNG trade, with Qatar halting LNG production and declaring force majeure to some buyers [3][4]. - The shipping of tankers through the Strait of Hormuz has nearly come to a standstill due to safety concerns, significantly affecting the LNG supply chain [3][4]. - Qatar and the UAE together account for about 20% of global LNG supply, and the current supply disruptions are having a major impact on the global natural gas market [4]. Group 3: Market Dynamics and Pricing - The supply disruptions are reshaping the pricing dynamics between Asia and Europe, with spot LNG prices in Asia reaching $25.40 per million British thermal units before slightly retreating to $23.80, still double the levels prior to the conflict escalation [4]. - The tightening of the global LNG market has led traders to compete for both cargoes and vessels, reflecting a significant shift in market conditions [4]. - Recent assessments indicate that the number of vessels passing through the Strait of Hormuz has dropped to single digits, with only two confirmed commercial passages in the last 24 hours [4]. Group 4: Shipping Industry Response - In response to the shortage of LNG carriers and soaring day rates, Qatar has released two LNG carriers for lease, currently located near the West African coast [5]. - Shipping giant Maersk has suspended two container shipping services due to the escalating conflict, further indicating disruptions in global supply chains [5]. - Goldman Sachs expressed skepticism about the feasibility of providing naval escorts for oil and gas transport vessels through the Strait of Hormuz, raising concerns about the effectiveness of such measures against drone attacks [5].
欧盟发布《工业加速器法案》,商务部回应!
券商中国· 2026-03-06 12:20
Core Viewpoint - The Chinese government expresses serious concerns regarding the EU's "Industrial Accelerator Act," which imposes restrictive requirements on foreign investments in four emerging strategic industries: batteries, electric vehicles, photovoltaics, and critical raw materials. These measures are seen as significant investment barriers and discriminatory practices that violate the principle of most-favored-nation treatment, increasing uncertainty for Chinese enterprises investing in the EU [1][2]. Group 1 - The EU's "Industrial Accelerator Act" was released on March 4, imposing mandatory technology transfer, foreign investment shareholding, local content, and local employee requirements specifically for third-country investors whose global production capacity exceeds 40% in the targeted industries [1]. - The Chinese government criticizes the EU's protectionist measures, arguing that they hinder fair competition and disrupt the stability of global supply chains, countering the EU's stated goals of developing related industries and promoting green transitions [1][2]. - China calls for the EU to adhere to WTO rules and return to a path of fair, transparent, and non-discriminatory cooperation, emphasizing the importance of open collaboration in addressing climate change and promoting green transitions [2].
耿爽,履新
券商中国· 2026-03-06 12:20
据中国人民外交学会官网显示,耿爽已履新中国人民外交学会副会长。 责编:刘珺宇 校对: 盘达 百万用户都在看 两项"新政",即将推出!吴清发言全文来了 最新!美军:军事行动将升级!伊朗:已做好长期战争准备! 伊朗:已有超500名美军丧生!刚刚,日韩股市暴涨! 深夜暴跌!美股,全线重挫!美联储,遭遇重大变数! 违法和不良信息举报电话:0755-83514034 邮箱:bwb@stcn.com | 4 4 * * * | 中国人民外交警度 | | | | | --- | --- | --- | --- | --- | | | CHINESE PEOPLE'S INSTITUTE OF FOREIGN AFFAIRS | | | | | 网站首页 | 重要外交活动 学会概况 | 友好往来 | 理论动态 | 《外交》 | 来源: 中国人民外交学会网站 ...
【财闻联播】东阳光:3月9日开市起复牌!俄央行将外币现金提取限制措施再延长半年
券商中国· 2026-03-06 12:20
Macro Dynamics - Shanghai Futures Exchange announced adjustments to the trading limits and margin ratios for fuel oil futures contracts, effective from March 9, 2026, with a price limit of 17% and a margin ratio of 18% for hedging positions [2] - Qatar's Minister of Energy stated that all energy-exporting countries in the Gulf region may stop oil and gas production within weeks, with Qatar already halting LNG production [5] - The Central Bank of Russia extended restrictions on cash withdrawals in foreign currency for another six months, now until September 9, 2026 [6] Financial Institutions - China Trust Registration Co., Ltd. (CITIC) plans to launch a pilot program for movable property trust registration to enhance the value of the trust system and support the transformation of the trust industry [8] Market Data - On March 6, A-shares saw collective gains, with the Shanghai Composite Index up 0.38% and the Shenzhen Component Index up 0.59%, while the total trading volume was approximately 22001.49 billion yuan, a decrease of about 1898.89 billion yuan from the previous trading day [11] - The Hong Kong stock market closed with the Hang Seng Index rising 1.72% and the Hang Seng Tech Index increasing by 3.15%, with notable gains in tech stocks and automotive shares [12] Company Dynamics - Huasheng Tiancheng announced that its directors and executives plan to reduce their holdings by a total of up to 0.0387% of the company's shares [14] - Maiwei Co., Ltd. plans to invest 3.5 billion yuan in the construction of a complete equipment project for perovskite stacked batteries [15] - Dongyangguang intends to acquire a 70% stake in Dongshu No. 1 through a share issuance, with the stock set to resume trading on March 9, 2026 [16]
两项“新政”,即将推出!吴清发言全文来了
券商中国· 2026-03-06 09:54
Core Viewpoint - The article discusses the upcoming reforms in the Chinese capital market, particularly focusing on the ChiNext board, aimed at enhancing the quality of listed companies and supporting innovation-driven enterprises [1][3][4]. Group 1: ChiNext Board Reforms - The China Securities Regulatory Commission (CSRC) plans to deepen reforms on the ChiNext board, introducing more inclusive listing standards to support new industries and innovative enterprises [1][3]. - The experience from the Sci-Tech Innovation Board (STAR Market) will be replicated in the ChiNext, including priority reviews for IPOs and allowing existing shareholders to increase their stakes [3][18]. - The reforms aim to improve the overall quality of ChiNext listed companies and establish a comprehensive regulatory mechanism throughout the listing process [3][18]. Group 2: Refinancing Mechanism Optimization - The CSRC will optimize the refinancing mechanism, enhancing the registration process and focusing on supporting high-quality companies with good governance and market recognition [5][19]. - New measures will include the introduction of shelf offerings and adjustments to the standards for strategic investors, promoting rational and effective financing [6][20]. - The goal is to balance the interests of listed companies and investors while streamlining the refinancing process [6][20]. Group 3: Market Stability and Investor Protection - The article highlights the importance of maintaining market stability through robust risk monitoring and the introduction of long-term capital into the market [8][15]. - Since the release of the new "National Nine Articles," listed companies have distributed a record dividend of 5.23 trillion yuan, indicating a positive trend in shareholder returns [9]. - The CSRC emphasizes the need for strict regulation against financial fraud and market manipulation to protect investor rights and enhance market integrity [29][14]. Group 4: Overall Market Development - The total market capitalization of A-shares has surpassed 110 trillion yuan, with over 5,400 listed companies generating revenue exceeding half of the GDP [24]. - The proportion of strategic emerging industries in the CSI 300 index has reached 45%, reflecting a shift towards new and high-quality development [24][25]. - The CSRC aims to create a market environment that encourages innovation while ensuring compliance and risk management [22][23].
两会|中国会计学会副会长黄世忠:建议设立上市公司审计失败责任鉴定委员会
券商中国· 2026-03-06 09:54
Core Viewpoint - The current mechanism for determining audit failure responsibility in China's listed companies faces structural challenges, including diverse standards, discretionary disorder, and insufficient professional support, which undermines the authority and credibility of the accountability mechanism and constrains the high-quality development of the capital market [1] Necessity and Feasibility - There is a need for a unified audit failure responsibility identification mechanism to enhance the precision of accountability, stabilize professional expectations, and improve governance efficiency in the capital market [3] - The existing audit failure responsibility identification mechanism has defects, such as fragmented standards across different departments (e.g., CSRC, Ministry of Finance, judicial authorities) leading to inconsistent conclusions in similar cases [4] - The lack of uniform discretionary standards results in uncertainty, affecting the professional expectations of audit institutions and causing disproportionate accountability for audit failures [4][5] - Establishing an audit failure responsibility identification committee is necessary to provide solid evidence for civil claims by investors, guide audit institutions in fulfilling their responsibilities, and enhance the governance capacity of the capital market [5][6] Proposed Framework for the Committee - The proposed committee should be led by the Ministry of Finance, in collaboration with the CSRC, National Audit Office, Supreme People's Court, and Supreme People's Procuratorate, adopting a "permanent institution + dynamic expert pool" model [7] - The committee's work mechanism should include a clear identification scope for major audit failure cases, standardized procedures, and unified identification standards to ensure consistency in judgments [8] - The committee's opinions should serve as important references for administrative penalties, civil lawsuits, and criminal accountability, with a mechanism for reviewing dissenting opinions [8][9] Collaborative Mechanism - A collaborative mechanism should be established for information sharing, case transfer, and result sharing between the committee and relevant institutions, enhancing the overall regulatory effectiveness [9]
地缘冲击下,股市如何布局?私募最新策略出炉
券商中国· 2026-03-06 09:54
Core Viewpoint - The article discusses the impact of geopolitical tensions, particularly in the Middle East, on global markets, asset prices, and investment strategies, highlighting a shift in confidence towards Chinese assets amidst external uncertainties [2][3]. Geopolitical Tensions and Market Reactions - The escalation of military actions in the Middle East, particularly the attack on Iran's leadership, is expected to have significant implications for global geopolitical dynamics and could lead to a surge in oil prices due to potential disruptions in oil transport through the Strait of Hormuz [3]. - Historical patterns suggest that while equity assets may face short-term pressure during conflicts, they often recover in the medium term, as seen with the S&P 500 index [4]. A-shares and US Tech Stocks - The outlook for A-shares remains positive, with expectations of a slow bull market, driven by the gradual appreciation of the RMB and improved valuation attractiveness of Chinese assets [5]. - In contrast, US tech stocks are showing signs of fatigue, with significant valuation risks as certain sectors, like cryptocurrency and software, face downturns despite strong earnings from leading companies like Nvidia [5][6]. Investment Strategies - Investment strategies are shifting towards a focus on high-quality Chinese assets while managing risks associated with US stocks [6]. - The emphasis is on identifying sectors with performance certainty, particularly in AI, innovative pharmaceuticals, and military industries, while also considering traditional consumption sectors that show resilience [8][9]. Sector Focus and Opportunities - Investment firms are prioritizing sectors with high growth potential, such as AI and innovative pharmaceuticals, while also recognizing the value in traditional consumer stocks that demonstrate stable cash flow and dividend capabilities [8][9]. - The article suggests that the current market environment presents opportunities in undervalued sectors, particularly in innovative pharmaceuticals and cyclical industries, as well as traditional consumption stocks that have shown strong performance during recent economic conditions [8][9].
安世中国最新发声
券商中国· 2026-03-06 09:54
Core Viewpoint - Nexperia B.V. has disabled all employee office accounts in China, significantly impacting operations at Nexperia China, particularly affecting key systems like Office 365 and SAP [1] Group 1: Operational Impact - The disabling of accounts led to interruptions in production processes, specifically in the "customer-supplied wafers to factory SAP order transfer to production" stage [1] - Orders that had already been entered into the production process in SAP were not affected, indicating that some operational continuity was maintained [1] - Nexperia China has activated an emergency plan to restore critical systems and production scheduling, with most business operations now back online [1] Group 2: Financial Market Reaction - Following the announcement, the stock price of Nexperia's parent company, Wingtech Technology, surged, with an increase of over 9% at one point, closing with a gain of 5.05% [1]