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涉案超27亿元!佘智江被引渡回国
证券时报· 2025-11-12 13:56
涉赌诈犯罪嫌疑人佘智江被引渡回中国。 11月12日,随着一架中国民航客机降落在南京禄口国际机场,我公安机关通缉的跨境赌博"十大逃犯"之一、缅 甸妙瓦底"亚太新城"赌诈犯罪集团主犯佘智江被成功从泰国引渡回国,这是中泰开展执法司法合作取得的又一 重大战果,彰显了双方坚决打击网赌电诈犯罪的坚定决心和鲜明立场。 据悉,11月12日当地时间12:45,泰国警方将佘智江押送至曼谷素万那普机场,并于16:20押送上飞机,引渡回 中国。 据了解,2013年以来,佘智江在境外成立亚太国际控股集团,于2017年9月在缅甸妙瓦底建设"亚太新城"园 区。随后,其以该园区为掩护,依托自营网络赌博平台对我国公民招赌吸赌,并通过向赌诈犯罪集团出租物 业、提供庇护,大肆实施赌诈犯罪,严重侵害我国人民群众财产安全和合法权益。公安部对此高度重视,将该 案列为部督案件统筹指挥领导,指定江苏公安机关全力侦办。江苏公安机关抽调精干警力成立专案组,全面搜 集证据,深挖彻查案件。经查,以佘智江为首的犯罪集团在网上设立"红树林""亿游国际""久发棋牌"等200余 个赌博平台,吸引全国33万人参与网络赌博,涉案金额超27亿元人民币。同时,该犯罪集团还在我境内 ...
AI、自主可控等将是明年A股主线!野村最新观点来了
证券时报· 2025-11-12 13:56
野村最新观点来了。 野村亚洲(除日本外)及印度首席经济学家Sonal Varma则认为,从中期来看,亚洲(除日本外)地区在科技 板块持续表现优异的同时,正面临着充满挑战的外部环境。预计科技与非科技板块的显著分化将持续下去。科 技板块仍保持韧性,这得益于人工智能需求的持续旺盛以及存储芯片超级周期的支撑。然而,非科技板块仍然 疲软,原因在于人工智能相关的 溢出效应 有限,且美国对劳动密集型行业加征了更高关税。 11月12日,"2025年野村中国投资年会"在深圳开幕,吸引了超过40家企业和400多位投资者参与。 "我们见证中国取得了令人瞩目的成就,最新公布的'十五五'规划建议也让我们备受鼓舞。"野村国际(香港) 有限公司社长川前顺平表示,中国将专注于在2026—2030年实现有韧性、平稳和包容的经济增长。政府将继续 通过大力投资和产业政策推进科技自立自强,特别是在半导体和人工智能领域。 野村东方国际证券研究部总经理、首席策略分析师高挺认为,政策支持、流动性和产业升级是驱动A股后续上 涨的核心动力。"AI、自主可控和高附加值出海将是明年A股的核心主线。"高挺说。 全球经济仍表现出显著韧性 川前顺平在致辞时表示,野村进 ...
俄外长:美国“将自己凌驾于法律之上”
证券时报· 2025-11-12 13:56
9月2日以来,美军持续在加勒比海和东太平洋针对美方所谓"贩毒船"发动袭击,致数十人死亡。美国政府迄今 未提供遇袭人员和船只贩运毒品的证据。这些行动在美国国内外引发争议和批评,一些联合国人权专家认为美 方做法涉嫌"非法杀戮"。 俄外长:美国"将自己凌驾于法律之上" 俄罗斯外长拉夫罗夫11日称,美军在加勒比海等地的袭击行为是"未经正当程序授权的行为",袭击表明美 国"将自己凌驾于法律之上"。 拉夫罗夫表示,美国已经在相关地区有军事部署,根本不需要追赶每艘只有三人的小船。 法国外长巴罗:美在加勒比军事行动违反国际法 11日,法国外交部长巴罗表示,法国始终关切美国在加勒比地区的军事行动。 法方认为,美军行动违反国际法,将破坏拉丁美洲和加勒比地区稳定。 "美军违反国际法" 英暂停与美共享加勒比地区情报 纽森指责美国政府是在毫无透明度、未经国会协商的情况下炸毁船只的,参众两院的议员们包括共和党人都对 此提出了批评。纽森表示,"如果连这都不能批评,那还有什么能批评?" 美军最大航母打击群进入加勒比海 美国海军11日发表声明称,美军最大航空母舰"福特"号率领的航母打击群当天抵达美军南方司令部责任区,部 署在加勒比海。目前,美 ...
19连板!000609,停牌核查!
证券时报· 2025-11-12 13:56
Core Viewpoint - ST Zhongdi (000609) has announced a suspension of trading for stock price fluctuation investigation after a significant increase of 153.19% from October 16 to November 12, 2025, to protect investor interests [1]. Group 1: Stock Performance and Trading Suspension - The stock of ST Zhongdi has experienced a continuous rise, hitting the daily limit for 19 consecutive trading days since October 17, 2025 [3]. - The trading suspension will begin on November 13, 2025, and is expected to last no more than three trading days [1]. Group 2: Change in Control and Ownership - Shenzhen Tianwei Investment Partnership (Limited Partnership) acquired 71.1448 million shares from the former controlling shareholder for 255 million yuan, completing the transfer of control [4]. - The new controlling shareholders, Men Hongda and Zhang Wei, are both experienced professionals in the semiconductor industry, which may explain the recent surge in stock price [4]. Group 3: Financial Performance - For the first three quarters of 2025, ST Zhongdi reported a revenue of 134.7122 million yuan, a year-on-year decline of 52.64%, and a total profit of -151.0695 million yuan, down 41.83% [5]. - The net profit attributable to shareholders, excluding non-recurring gains and losses, was -132.3492 million yuan, a decrease of 34.12% year-on-year [5]. - The company's equity attributable to shareholders was -8.5168 million yuan, a decline of 103% year-on-year, indicating potential delisting risks if financial performance does not improve [5].
20人全部遇难!土耳其军机坠毁,最新消息→
证券时报· 2025-11-12 11:54
土耳其防长证实坠毁军用运输机上20人全部遇难。 土耳其国防部长居莱尔12日在社交媒体发文证实,11日在格鲁吉亚境内坠毁的土耳其军用运输机上的20人全部 遇难。 版权声明 证券时报各平台所有原创内容,未经书面授权,任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理,微信ID:SecuritiesTimes END 当地时间11日,土耳其国防部证实,一架土耳其C-130军用运输机当天在从阿塞拜疆起飞后不久,坠毁在格鲁 吉亚。土耳其国防部称,这架军机上共有包括机组成员在内的20人。 土耳其内政部长耶尔利卡亚在社交媒体上说,飞机残骸于当地时间11日下午被找到。另据土耳其阿纳多卢通讯 社报道,在确认飞机坠毁地点后,土军方派出了搜救队。 土耳其总统埃尔多安与格鲁吉亚总理科巴希泽当天进行通话,双方讨论了该军机在格鲁吉亚坠毁的最新搜救情 况。 据土耳其私营媒体NTV电视台报道,事故调查小组于12日早些时候抵达坠机现场,目前正在勘查飞机残骸。 电视画面显示,飞机残骸散落在非常大的区域内。 综合自:新华社、央视新闻 责编:万健祎 校对: 刘榕枝 潜望系列深度报道丨 股事会专栏 ...
逾100只A股,新纪录!
证券时报· 2025-11-12 11:54
Core Viewpoint - The A-share market has seen a significant number of individual stocks reaching historical highs, indicating strong market recognition and investor interest in these companies [1][3][4]. Group 1: Stock Performance - As of November, 124 stocks in the A-share market have reached historical highs, with the power equipment sector leading with 28 stocks [3]. - The electronic industry follows with 16 stocks, while mechanical equipment and basic chemicals each have over 10 stocks reaching new highs [3]. - Stocks with market capitalizations exceeding 1 trillion yuan include 2 companies, while 5 companies fall between 100 billion and 1 trillion yuan [3]. - Over half of the stocks reaching new highs have market capitalizations between 10 billion and 100 billion yuan [3]. Group 2: Market Segmentation - The majority of stocks reaching new highs are from the main board, totaling 70 stocks, while the ChiNext has 26 stocks, and the Sci-Tech Innovation Board and Beijing Stock Exchange have 18 and 10 stocks respectively [4]. - Many of the stocks that have reached new highs since November are also among the top performers for the year, with nearly 60 stocks doubling in price [4]. Group 3: Financial Performance - A significant portion of the stocks reaching new highs have shown strong financial performance, with 95 stocks reporting year-on-year revenue growth in the first three quarters, accounting for over 75% [4]. - In terms of profit growth, 75 stocks have reported year-on-year net profit increases, representing over 60% of the total [4].
突然暴涨!新消费巨头,尾盘异动
证券时报· 2025-11-12 11:54
Core Viewpoint - The stock of Hu Shang A Yi (02589.HK) has shown significant volatility, with a recent surge of 28.96% to HKD 116.9 per share, marking a rebound of over 45% from its lows since listing [1][3]. Group 1: Company Developments - Hu Shang A Yi announced a ten-year H-share incentive plan, with a cap of 5% of the total share capital, aimed at incentivizing core talent through restricted stock [3]. - The company is launching a sub-brand "Tea Waterfall" targeting Gen Z and students, focusing on products priced below 10 yuan, differentiating from the main brand [3]. - As of now, Hu Shang A Yi has 10,739 stores nationwide, an increase of 1,303 stores from 9,436 in June, achieving its "10,000 store plan" set by the founder in April 2023 [3]. Group 2: Financial Performance - The average daily GMV per store for Hu Shang A Yi was 4,109 yuan in 2022, 4,270 yuan in 2023, and 3,753 yuan in 2024 [4]. - For the first half of 2025, the company reported a gross profit of 572 million yuan, a 10.4% increase from 518 million yuan in the same period last year, maintaining a gross margin of 31.4% [4]. Group 3: Industry Context - The challenges faced by Hu Shang A Yi reflect a broader trend in the new tea beverage industry, transitioning from rapid growth to a more refined operational focus [5]. - The tea beverage industry is entering a "Warring States" period, with growth rates slowing down and competitive dynamics intensifying, leading to a forecasted revenue growth rate of 28%, 19%, and 15% for 2025-2027, with net profit growth rates of 46%, 33%, and 17% respectively [5].
华为申请“齐界”商标!鸿蒙智行新一界要来了?
证券时报· 2025-11-12 11:54
Core Viewpoint - Huawei has applied for the trademark "Qi Jie," indicating its continued commitment to the smart automotive sector and the expansion of its HarmonyOS intelligent driving brand [1][3]. Trademark Registration Details - The trademark "Qi Jie" was applied for on June 16, 2025, and is currently under substantive examination [2][3]. - It falls under International Class 12, which includes products such as automobiles, electric vehicles, and autonomous driving cars [3]. Current Brand Matrix - Huawei has established a brand matrix in the smart automotive field with five existing brands: Wen Jie, Zhi Jie, Xiang Jie, Zun Jie, and Shang Jie, developed in collaboration with various automotive manufacturers [3]. - The company has applied for nearly 200 trademarks containing the character "Jie," including names like "Xian Jie" and "Jun Jie" [3]. Future Projections - Huawei's intelligent driving product line president predicts that by 2026, high-speed L3 commercial use will be realized, and urban L4 pilot commercial use will begin, with full-scale urban L4 commercial use expected by 2027 [4]. - The HarmonyOS intelligent driving system has achieved over 1 million units delivered in approximately 43 months, indicating a significant growth trajectory [5]. Market Positioning - The HarmonyOS intelligent driving system covers a wide range of vehicle types, including SUVs, sedans, and MPVs, and has attracted major state-owned automotive companies and BYD to adopt its solutions [5]. - The industry anticipates that HarmonyOS intelligent driving is poised for a phase of scale expansion following its foundational layout and initial exploration [5].
【12日资金路线图】银行板块净流入逾25亿元居首 龙虎榜机构抢筹多股
证券时报· 2025-11-12 11:54
Market Overview - The A-share market experienced an overall decline on November 12, with the Shanghai Composite Index closing at 4000.14 points, down 0.07%, the Shenzhen Component Index at 13240.62 points, down 0.36%, and the ChiNext Index at 3122.03 points, down 0.39% [1] - Total trading volume in the A-share market was 19649.49 billion yuan, a decrease of 491.17 billion yuan compared to the previous trading day [1] Capital Flow - The main capital in the A-share market saw a net outflow of 441.94 billion yuan throughout the day, with an opening net outflow of 164.79 billion yuan and a closing net outflow of 3.34 billion yuan [2] - The CSI 300 index recorded a net outflow of 105.42 billion yuan, while the ChiNext saw a net outflow of 155.66 billion yuan and the STAR Market a net outflow of 10.04 billion yuan [4] Sector Performance - Among the major sectors, the banking industry led with a net inflow of 25.05 billion yuan, while the power equipment sector faced the largest outflow of 181.89 billion yuan [6][7] - Other sectors with notable inflows included oil and petrochemicals with 8.64 billion yuan and food and beverage with 1.76 billion yuan [7] Stock Highlights - Luxshare Precision recorded the highest net inflow of main capital at 9.54 billion yuan [8] - Institutional buying was observed in several stocks, including Aerospace Intelligence with a 16.57% increase and a net purchase of 174.56 million yuan [10][11]
支持各类优质并购案例加快落地 上交所副总经理王泊发声
证券时报· 2025-11-12 09:44
Core Viewpoint - The Shanghai Stock Exchange (SSE) is actively supporting high-quality merger and acquisition (M&A) cases to create a conducive environment for technological innovation and foreign investment needs, reflecting a new active cycle in A-share M&A activities since last year [1][3]. Group 1: M&A Activity and Trends - In 2023, A-share listed companies have disclosed over 1,000 M&A transactions, with 115 major asset restructurings, marking a 138% year-on-year increase [1]. - Half of the major asset restructurings since the release of the "Six M&A Guidelines" are technology-related, showing a 287% year-on-year increase, focusing on emerging and future industries [1][3]. - Traditional industries are seeking transformation and upgrading through M&A, either by consolidating within the same industry or acquiring upstream and downstream assets to enhance industrial integration [1]. Group 2: International Investment Opportunities - The M&A market serves as a bridge connecting domestic and international markets, with companies actively pursuing overseas acquisitions for advanced technologies and new market opportunities while also attracting foreign investment to improve internal governance [3]. - International investors are encouraged to strategically invest in A-share technology companies, particularly those on the Sci-Tech Innovation Board, to capitalize on China's technological innovation dividends [3]. Group 3: Regulatory and Institutional Improvements - The SSE aims to attract more high-quality companies to list and enhance the quality of listed companies by deepening investment and financing reforms [4]. - Continuous improvement of the M&A regulatory framework is emphasized, with a focus on market-oriented reforms and responsiveness to investor needs [4][5]. - The SSE is committed to creating a more inclusive regulatory environment that respects market innovation while ensuring effective oversight [5]. Group 4: Enhanced Services for Investors - The SSE is dedicated to becoming a service-oriented exchange, offering M&A courses, summarizing case studies, and providing practical manuals to improve operational capabilities [5]. - Efforts are being made to enhance communication with global investors and optimize cross-border connectivity mechanisms to facilitate easier investment in the Chinese market [5].