发言人林剑 表示，中国政府一贯要求中国渔民依法依规作业，同时坚决维护中国渔民的合法权益。希望 日方严格遵守《中日渔业协定》，公正执法，保障中方船员安全和合法权益。 会后有记者问及：能否介绍日方扣押中国渔船的最新进展？ 林剑表示，中国驻福冈总领馆正在协助有关中国船员安全返回。 据日本共同社消息，2月13日，日方释放了此前一天被捕的中国渔船船长。 报道称，当地时间13日晚，日本水产厅宣布，在提交支付保证金的书面担保后，中国船长已被释放。 2月13日，外交部例行记者会上，有记者提问称：日本方面表示扣押了一艘中国渔船并逮捕了其船长，原 因是该船在进入"日本经济区"后试图逃避检查。中方对此有何评论？ 看券商中国 知天下财经 F 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 ...

Core Viewpoint - The establishment of Chief Compliance Officers (CCOs) in major state-owned banks marks a significant shift in compliance management, emphasizing the importance of compliance at the highest management level [1][2][6]. Group 1: Establishment of Chief Compliance Officers - On February 13, Agricultural Bank of China and Bank of China announced the appointment of their respective CCOs, with the positions held by the banks' presidents [1][2]. - This move signifies the formal establishment of CCOs in major state-owned banks, replacing the previous supervisory board system that has been in place for over 20 years [2]. - The appointment of CCOs by bank presidents is seen as a way to elevate compliance responsibilities to the highest management level, fostering a culture of compliance within the organization [2][8]. Group 2: Regulatory Background - The "Compliance Management Measures" issued by the Financial Regulatory Authority came into effect on March 1, 2025, with a one-year transition period that is nearing its end [4][5]. - As of February 13, 21 out of 42 A-share listed banks have appointed CCOs, while half of the banks have yet to finalize their appointments [7]. Group 3: Industry Trends and Practices - Many listed banks are following suit in appointing CCOs, with recent announcements from Qilu Bank, Shanghai Bank, and Everbright Bank regarding their CCO appointments [3]. - Approximately half of the banks have adopted a model where senior executives, particularly bank presidents, serve as CCOs, which is prevalent among state-owned banks and some city commercial banks [7][8]. - The practice of having senior executives serve as CCOs is recommended to enhance the importance of compliance management and reduce operational costs associated with appointing separate compliance officers [8].

Core Viewpoints - The current A-share market is characterized as a "confidence bull," driven by improved expectations of national governance and enhanced expectations of technology leading the economy, with the movement of residents' deposits being a result rather than a cause [2][5] - The outlook for A-shares in 2026 is expected to be a "sideways fluctuation with slight strengthening," emphasizing the pursuit of a long-term, slow, and healthy bull market while being cautious of rapid bull markets that may lead to sharp declines [2][6] - The previous "dumbbell" market trend has ended, shifting investment opportunities from "high-growth technology + low-volatility high-dividend" extremes to a focus on mid-cap blue chips, particularly in the cyclical and manufacturing sectors [2][6] Investment Opportunities - Opportunities in cyclical industries are not in the real estate chain but are related to national strategies in three sectors: chemicals, metals, and agriculture [3][7] - AI remains a core focus in technology, with long-term potential, but is currently in a phase of expectation verification, requiring careful stock selection [3][9] - The investment focus for the next 3 to 6 months should be on cyclical and manufacturing sectors, as these align with national strategies and economic transformation [7][8] Market Dynamics - The core drivers of the current market uptrend are improvements in national governance and stronger expectations for technology-led economic growth, with significant achievements in diplomacy, defense, and trade contributing to economic resilience [4][5] - The market is currently at a critical juncture around the 4100-point level, with the need for new drivers to support further upward movement, as previous gains have largely reflected the core drivers [6][12] - The transition from a "dumbbell" market structure to a focus on mid-cap blue chips indicates a shift in risk appetite, with low-volatility, high-dividend stocks losing their appeal [11][12] Future Outlook - The AI sector is expected to experience a period of consolidation and differentiation, with the potential for long-term growth remaining intact despite short-term fluctuations [9][10] - The public fund commission rate reform is prompting a strategic shift in brokerage research departments, moving towards comprehensive service for institutional clients beyond just public funds [17] - The securities research industry is seen as a field of continuous learning and growth, with a call for new talent to join and contribute to the evolving landscape [18]

美联储获得一则利好数据。 北京时间2月13日晚间，美国劳工统计局公布的报告显示，美国1月CPI同比回落至2.4%且低于预期，核心CPI同比降至2.5%， 创2021年以来最低水平。 数据发布后，交易员对美联储的降息预期迅速升温。交易员预计的今年合计降息幅度从周四的58个基点升至63个基点，相当 于有50%的几率在今年年底前降息三次。市场预期4月降息的概率为30%，6月降息概率超过80%。高盛解读称，CPI数据并未 如市场担忧那般强劲，美联储的"正常化"降息路径似乎更加清晰，预计美联储今年将降息两次，下一次降息或将在今年6月份 进行。 市场方面，加密货币全线大涨，截至北京时间14日06:30，大涨超4%，报68842.5美元；以太坊大涨超6%，SOL大涨超9%。现 货黄金、白银价格亦集体走强，截至收盘，现货黄金大涨超2%，重新站上5000美元/盎司上方；现货白银大涨2.81%。美股三 大指数低开后，一度集体拉升，纳指尾盘走低，截至收盘，道指涨0.1%，标普500指数涨0.05%，纳指跌0.22%。 美国重磅数据出炉 美东时间2月13日，美国劳工统计局公布了1月消费者价格指数(CPI)报告，其中显示，美国1月CP ...

据"广州体育"微信公众号消息，2月13日下午，广州市乒乓球协会第十三届第二次会员大会在广州市体育 局召开。大会选举产生协会新任会长刘诗雯。 广州市体育局党组书记、局长，市体育总会主席谭爱英在会上强调，刘诗雯凭借其奥运冠军的专业素养、 强大的行业影响力和号召力，定能为广州乒乓球运动高质量发展增创新优势、实现新突破。 新任会长刘诗雯在会上表决心，将始终以"国球精神"为魂，以"广州担当"为责，带领理事会和全体会员开 展工作。同时，将充分发挥自身优势，积极链接国内外优质资源，加强与各地乒协的交流协作，打造具有 广州特色的乒乓球品牌赛事，讲好广州国球故事、传播广州体育声音，推动广州乒乓球事业高质量发展。 责编：刘珺宇 校对：陶谦 百万用户都在看 集体大涨！刚刚，利好突袭！芯片，大消息 突变！美联储，重磅来袭！ 今晚，突发公告！多只大牛股，紧急提示风险！ 开盘，"一字"封板！外围大利好，彻底引爆！ 美联储，突发！美国财长，紧急发声！ 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 q ...

Core Viewpoint - The People's Bank of China and the National Financial Regulatory Administration released the list of systemically important banks for 2025, identifying 21 domestic banks, including 6 state-owned commercial banks, 10 joint-stock commercial banks, and 5 city commercial banks [1][3]. Group 1: Systemically Important Banks - The 2025 list categorizes banks into five groups based on their systemic importance scores, with the first group containing 11 banks, including China Minsheng Bank, China Everbright Bank, Ping An Bank, Huaxia Bank, Ningbo Bank, Jiangsu Bank, Beijing Bank, Nanjing Bank, Guangfa Bank, Zheshang Bank, and Shanghai Bank [3]. - Zheshang Bank is newly included in the first group, becoming the 10th joint-stock commercial bank recognized [1]. - Industrial Bank has moved from the third group to the second group, indicating a change in its systemic importance [1]. Group 2: Regulatory Framework - Systemically important banks are subject to additional capital requirements based on their group classification, with the first group requiring a 0.25% additional capital, increasing to 1.5% for the fourth group [3]. - These banks must also meet additional leverage ratio requirements, which are set at 50% of the additional capital requirements, to be satisfied by Tier 1 capital [3]. - The regulatory bodies emphasize the importance of macro-prudential management and micro-prudential supervision to ensure the safe and sound operation of systemically important banks, thereby supporting the high-quality development of the real economy [3].

2月13日，国家统计局发布的最新数据显示，1月份，70个大中城市房价环比降幅总体收窄。 值得注意的是，一、二、三线城市二手房价环比降幅全面收窄，均比上月收窄0.4个、0.2个和0.1个百分点。一 线城市中，北京降幅收窄最为明显，收窄了1.1个百分点，上海、广州分别收窄0.2个和0.3个百分点。 另外，扬州和湛江二手房价环比分别上涨0.4%和0.3%， 扭转了此前几个月 二手房价环比全面下跌的局面。 业内人士认为，1月份全国房价环比降幅总体收窄，释放出市场底部修复的积极信号，各线城市二手房价环比 降幅全面收窄，且首次出现有城市上涨，充分说明环比指标层面的价格拐点开始出现。从短期来看，预计全国 房地产市场将继续保持修复态势，房价环比降幅有望进一步收窄，部分核心城市房价可能逐步企稳回升。 二手房价环比降幅全面收窄 国家统计局的数据显示，1月份，70个大中城市房价环比降幅总体收窄。 数据显示，1月份，一线城市新房价格环比下降0.3%，降幅与上月相同。其中，上海持平，北京、广州和深圳 分别下降0.3%、0.6%和0.4%。二线城市新房价格环比下降0.3%，降幅收窄0.1个百分点。三线城市新房价格环 比下降0.4%，降幅 ...

中东局势，突变！ 据最新消息，美国已下令向中东地区派遣第二艘航空母舰。目前，美军"亚伯拉罕·林肯"号航母打击群已部署 在中东海域。当地时间周四（2月12日），美国总统特朗普表示，美国"必须"与伊朗达成协议，否则局势将"非 常严重"。 或受地缘政治紧张局势影响，黄金、白银价格周五（2月13日）大幅拉升。其中，现货白银一度涨超5%，盘中 突破79美元/盎司；现货黄金一度涨近2%，价格突破5000美元/盎司。截至发稿，现货白银涨4.45%，现货黄金 涨1.58%。黄金概念股集体上行，Hycroft Mining大涨近12%，泛美白银、科尔黛伦矿业、金田涨超4%，纽曼 矿业、金罗斯黄金涨超3%。 当前，不少机构预计金价将恢复上行趋势，并认为推动此前上涨的因素依然存在，包括地缘政治紧张局势、对 美联储独立性的质疑等。周五，澳新银行将第二季度黄金价格展望上调至5800美元/盎司。 值得注意的是，2月13日晚间，加密货币市场也有拉升动作。比特币从6.54万美元的位置拉升至6.77万美元，以 太坊从1930美元拉升至1995美元。美股加密货币概念股多数上扬。截至发稿，Coinbase涨超7%，Strategy涨超 6%，BM ...

春节假期期间（ 2 月 15 日至 2 月 23 日 ），我国大部地区气温较常年同期偏高，气象条件总体适宜旅 游出行。 关注假期两次降水降温过程 合理安排出行 春节假期前期（ 2 月 15 日至 16 日 ），受冷空气影响， 中东部地区气温将下降 4 ～ 8 ℃， 其中江 淮、江南等地部分地区降温幅度可达 10 ～ 12 ℃。 江淮、江汉、江南、华南、西南地区东部等地有小到 中雨，江南北部局地有大雨或暴雨。 假期后期（ 2 月 21 日至 23 日），另一股冷空气将影响我国中东部地区。 长江中下游及其以北大部地 区气温将下降 4 ～ 8 ℃，部分地区降温 10 ℃以上。 西北地区东部、内蒙古中东部、东北地区等地有小 到中雪。 江南、华南及西南地区东部等地有小到中雨。 春节假期即将到来，文化和旅游部与中国气象局提醒广大游客，关注天气变化，快乐平安出游。 全国大部气象条件 总体适宜出游 综合自：文旅之声、中国气象局 责编：刘珺宇 校对：陶谦 百万用户都在看 集体大涨！刚刚，利好突袭！芯片，大消息 突变！美联储，重磅来袭！ 今晚，突发公告！多只大牛股，紧急提示风险！ 开盘，"一字"封板！外围大利好，彻底引爆！ 美联 ...

美团发布了一份巨亏账单！ 2月13日晚间，美团在港交所发布业绩预告，预计2025年亏损约233亿元至243亿元，并称今年一季度将延续亏 损。 截至2月13日收盘，美团-W股价为82.15港元/股，总市值约5021亿港元（约合人民币4458亿元）。今年以来， 美团-W股价已下跌20.47%。 美团：2025年预亏233亿元-243亿元 2月13日晚间，美团在港交所发布盈利预警公告称，集团预期于截至2025年12月31日止年度（2025年度）录得 亏损约233亿元至243亿元，相比之下，本集团于截至2024年12月31日止年度（2024年度）录得溢利约358.08亿 元。 对于2025年度的预期亏损原因，美团表示，主要是由于核心本地商业分部从2024年度约524.15亿元的经营溢利 转为2025年度约68亿元至70亿元的经营亏损，同时本集团进一步加大了海外业务的投入。 美团还表示，为了应对2025年度行业空前激烈的竞争，该集团已战略性地加大对整个生态体系的投入，以增强 核心优势并推动可持续增长。这些举措主要包括： 1.在消费者端，强化营销推广力度，提升品牌影响力及价格竞争力，持续提高用户交易活跃度与黏性； 2.在 ...