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安世半导体,最新消息!中方同意荷兰派员来华磋商的请求
证券时报· 2025-11-08 05:56
Group 1 - The core issue revolves around the Dutch government's restrictions on Nexperia, a semiconductor company under Wentai Technology, which has led to significant operational disruptions and a global semiconductor supply chain crisis [3][4]. - The Chinese government has expressed its commitment to maintaining global semiconductor supply chain stability and has announced export exemptions for eligible entities as a response to the situation [4][5]. - The Dutch government is criticized for not taking constructive actions to resolve the issue and for interfering in the internal affairs of Nexperia, which has resulted in a detrimental impact on the global semiconductor supply chain [3][4]. Group 2 - The Dutch Minister of Economic Affairs, Karremans, made a statement regarding the Nexperia issue, but the Chinese side has noted a lack of tangible actions from the Dutch government to address the concerns raised [1][5]. - The Chinese government has called for a responsible approach from the Dutch side to restore stability in the semiconductor supply chain and to cease administrative interventions in corporate matters [4][5]. - The ongoing situation has led to Nexperia halting the supply of wafers to its Chinese counterpart, causing production disruptions and further complicating the global semiconductor landscape [3][4].
永久禁止!美法官裁定→
证券时报· 2025-11-08 02:47
司法部则表示将上诉,称该裁决"妨碍总统作为三军统帅的权力,危及联邦人员与财产安全"。 综合自:央视新闻 美法官永久禁止政府以应对移民问题为由向波特兰派遣国民警卫队。 当地时间11月7日,美国俄勒冈州联邦法官卡琳·英默古特(Karin J. Immergut)裁定,永久禁止特朗普政府以 应对移民政策抗议活动为由在波特兰部署国民警卫队。 英默古特法官在判决中指出,总统当时"既未面临叛乱或叛乱危险,也并非无法通过常规部队执行联邦法律", 因此联邦化并调动国民警卫队"缺乏法律依据"。 特朗普9月27日宣布,将向民主党主政的波特兰市派遣军队,以应对"国内恐怖分子"。国防部长("战争部 长")赫格塞思9月28日向俄勒冈州州长蒂娜·科特克发出备忘录,授权200名俄勒冈州国民警卫队员执行为期60 天的联邦职能,其中包括"保护正在或可能遭抗议活动威胁的联邦财产"。 随后,俄勒冈州及波特兰市联合起诉联邦政府,试图阻止国民警卫队进驻。 美国俄勒冈州联邦地区法官卡琳·伊默格特10月4日签发为期两周的临时限制令,阻止特朗普政府向该州波特兰 市派遣200名国民警卫队人员的计划。 当地时间10月24日,美国第九巡回上诉法院再次阻止政府向俄 ...
周末重磅!国新办发布
证券时报· 2025-11-08 02:47
Core Viewpoint - The white paper emphasizes that achieving carbon peak and carbon neutrality is a significant decision made by China based on its responsibility to humanity and the inherent requirements for sustainable development [2][3]. Group 1: Carbon Peak and Carbon Neutrality - The white paper outlines that China has firmly established and practiced the concept that "lucid waters and lush mountains are invaluable assets," taking strong actions to promote green and low-carbon transformation, achieving historic results over the past five years [2]. - It highlights that energy activities are the primary source of carbon emissions, and the green low-carbon transformation of energy is key to achieving carbon peak and carbon neutrality [2]. Group 2: Energy Green Low-Carbon Transformation - The white paper states that non-fossil energy has seen significant development, with the proportion of non-fossil energy consumption increasing from 16.0% in 2020 to 19.8% in 2024, an annual increase of nearly 1 percentage point [5]. - Wind and solar power generation capacity has tripled since 2020, contributing to about 80% of new power installations since then, with the share of wind and solar power generation steadily increasing at an annual rate of 2.2 percentage points [5]. Group 3: Key Areas of Low-Carbon Development - The white paper indicates that key sectors such as industry, transportation, construction, and residential life are significant sources of carbon emissions, and China is promoting the integration of traditional and emerging industries to enhance green low-carbon development [9]. - It mentions the rapid promotion of new energy vehicles, with China achieving the fastest and largest scale of new energy vehicle adoption globally [9]. Group 4: Key Carbon Reduction Pathways - The white paper reports that China has implemented energy-saving and carbon reduction actions, achieving an 11.6% decrease in energy consumption per unit of GDP during the first four years of the 14th Five-Year Plan [12]. - It highlights the establishment of approximately 150,000 waste recycling points and 1,800 sorting centers by the end of 2024, with a comprehensive utilization rate of major solid waste increasing by 3 percentage points compared to 2020 [13]. Group 5: Global Climate Governance - The white paper emphasizes China's commitment to multilateralism and international cooperation in global climate governance, actively promoting the signing and implementation of the Paris Agreement [15]. - It states that China has established energy cooperation platforms with six major regions and has signed energy cooperation partnerships with 34 countries along the Belt and Road Initiative [15].
美资企业谈中国市场:“哪怕只有1%的市场空间,也足够了”丨聚焦第八届进博会
证券时报· 2025-11-08 02:47
Group 1 - The China International Import Expo (CIIE) serves as a platform for foreign companies to explore the Chinese market and indicates foreign investment trends [1][2] - American companies are increasing their presence in the Chinese market despite trade challenges, with significant participation from major firms like Cargill and GE Healthcare [2] - Cargill plans to achieve over $3 billion in new cooperation at the expo, showcasing over 100 innovative products, while GE Healthcare launched 18 new products, setting records for both new product quantity and global debuts [2] Group 2 - The expo facilitates understanding and trust between international and Chinese businesses, with American agricultural associations highlighting innovative applications of U.S. grains in food and feed [2] - American soybean exporters express confidence in the Chinese market's growth potential, emphasizing the importance of maintaining trust and relationships in ongoing trade [2] - Qualcomm and JLL reaffirm their commitment to integrating global technology with China's industrial needs, aiming to assist multinational companies in transforming exhibits into commercial opportunities [3]
证券结算风险基金规则发布,多个品种计收比例大幅下调
证券时报· 2025-11-08 00:08
11月7日,证监会发布修订后的《证券结算风险基金管理办法》,以适应证券市场发展和结算风 险防控需要,进一步加强结算风险基金全流程管理。 证券结算风险基金是指用于垫付或者弥补因违约交收、技术故障、操作失误、不可抗力造成的证券登记结算机 构的损失而设立的专项基金。本次《管理办法》修订涉及计收范围和交纳比例调整、完善风险基金规模相关规 定、优化风险基金投资及使用、增加风险防范等方面。 具体来看,调整风险基金计收范围的表述,由列举式修改为概念式,明确为证券登记结算机构采用多边净额担 保结算方式的证券交易品种(业务),提升规则包容性。同时,根据品种(业务)风险程度,对风险基金的交 纳比例实行差异化调整。权益类品种由成交金额的十万分之三下调至百万分之九,固定收益类品种现券交易由 十万分之一下调至百万分之三,质押式回购业务交纳比例不变。并将证券登记结算机构提取风险基金的比例由 按照业务收入、收益的百分之二十调整为百分之九。 在风险基金规模方面,《管理办法》将原设定的30亿元规模上限调整为"本基金净资产总额不少于30亿元"。增 加动态评估规模条款,要求证券登记结算机构定期动态评估论证风险基金所需规模,并向证监会和财政部报 告 ...
“特普会”,最新消息→
证券时报· 2025-11-08 00:08
Group 1 - President Trump expressed hope to continue discussions with President Putin in Budapest regarding a potential meeting [2][6] - Trump and Hungarian Prime Minister Orban believe that the Russia-Ukraine conflict will end in the near future [3][4] - The Kremlin acknowledged the interest in a meeting between the U.S. and Russian presidents in Budapest, but emphasized the need for careful preparation [6][7] Group 2 - The lack of mutual trust between Russia and Ukraine is identified as a significant barrier to resolving the Ukraine crisis [5] - Following a phone call on October 16, Trump announced plans for a meeting in Budapest, which was later canceled due to concerns about its potential outcomes [6] - Despite the postponement of the meeting, discussions are still ongoing, and the meeting is expected to take place in Budapest eventually [7]
关键数据再“缺席”!美联储,降息大消息
证券时报· 2025-11-08 00:08
Market Performance - On November 7, US stock indices closed mixed, with the Dow Jones Industrial Average rising by 0.16% to 46,987.1 points, the S&P 500 up by 0.13% to 6,728.8 points, and the Nasdaq down by 0.21% to 23,004.54 points. For the week, the Dow fell by 1.21%, the S&P 500 by 1.63%, and the Nasdaq by 3.04% [1] - European stock indices all closed lower, with the German DAX down by 0.77% to 23,550.71 points, the French CAC40 down by 0.18% to 7,950.18 points, and the UK FTSE 100 down by 0.55% to 9,682.57 points. For the week, the DAX fell by 1.7%, the CAC40 by 2.1%, and the FTSE 100 by 0.36% [2] Employment Data - The US Labor Statistics Bureau failed to release the October non-farm payroll report due to a government shutdown, marking the second consecutive absence of this report. Economists had previously expected a reduction of 60,000 jobs and an increase in the unemployment rate to 4.5% [4] - In October, US companies announced over 153,000 layoffs, the highest for this period in over 20 years, and nearly 1.1 million layoffs have been announced this year, the highest since the pandemic began in 2020. Factors contributing to this increase include the rise of artificial intelligence, slowing consumer and business spending, and rising costs [5][6] Consumer Confidence - Consumer confidence in the US has dropped to its lowest level in over three years, with the Michigan Consumer Sentiment Index falling from 53.6 in October to 50.3 in November. The current economic conditions index decreased by 6.3 points to a record low of 52.3, reflecting growing concerns about the impact of the government shutdown [6] Semiconductor Industry - TSMC plans to raise prices for advanced chips manufactured using processes below 5nm, notifying major clients including Apple. The average price for chips using TSMC's 2nm process is expected to reach $280, which is at least a 50% increase compared to the 3nm process. This price hike is attributed to high costs associated with new technology and production line modifications [8][9] Federal Reserve Policy - St. Louis Fed President Musalem indicated that there is still room for 50 to 75 basis points of policy adjustment, emphasizing that the Fed's recent monetary policy actions aimed to support the labor market [9][10] - Fed Vice Chairman Philip Jefferson supported the recent 25 basis point rate cut, citing increased risks to the labor market and the need for cautious policy adjustments as rates approach neutral levels [11] Commodity Market - On November 7, international precious metal futures saw a general increase, with COMEX gold futures rising by 0.42% to $4,007.8 per ounce and silver futures up by 0.57% to $48.225 per ounce. The ongoing government shutdown has intensified economic data concerns, enhancing gold's appeal as a safe-haven asset [12]
突发!土耳其对以色列总理发逮捕令
证券时报· 2025-11-08 00:08
土耳其以"种族灭绝罪"向内塔尼亚胡发布 逮 捕令。 土耳其伊斯坦布尔首席检察官办公室7日发表声明,对包括以色列总理内塔尼亚胡在内的37名嫌疑人发出逮捕令,指控他们涉嫌在加沙地带犯下"种族灭绝"和"反人 类"罪行。 以色列外交部10月6日发表声明称,包括瑞典活动人士格蕾塔·通贝里在内的另一批"全球坚韧船队"人员当天已被以色列驱逐至希腊和斯洛伐克。声明称,这批被驱 逐者共计171人,来自希腊、意大利、法国、爱尔兰、瑞典、波兰、德国、保加利亚、立陶宛、奥地利、卢森堡、芬兰、丹麦、斯洛伐克、瑞士、挪威、英国、塞 尔维亚和美国。 此次 逮 捕令是伊斯坦布尔检方依据"全球坚韧船队"成员提出的刑事控告所启动调查的最新进展。这些成员在参与向加沙运送援助物资的过程中,曾被以色列方面非 法拘押。 根据检方发布的信息,被列入 逮 捕令名单的除以色列总理内塔尼亚胡外,还包括以色列国防部长卡茨、国家安全部长本-格维尔、以军参谋长扎米尔等共计37人。 声明说,他们被指控在加沙地带以及针对"全球坚韧船队"的行动中系统性侵犯人权,其行为构成"种族灭绝"和"反人类"罪行。声明指出,以色列在加沙地带的军事 行动造成大量人员死亡,并导致严重的基础 ...
关于稀土,有重要新发现
证券时报· 2025-11-07 15:43
Core Viewpoint - The discovery of rare earth elements in the plant species "Osmunda japonica" and their self-assembly into a mineral called "lanthanite" presents a new sustainable approach for rare earth resource utilization, potentially reducing ecological damage from traditional mining methods [1][5]. Group 1: Research Findings - Researchers found that rare earth elements are absorbed by Osmunda japonica and crystallize into lanthanite nanoparticles within the plant's vascular bundles and epidermal tissues [2][4]. - This process acts as a self-protection mechanism for the plant, effectively "packaging" toxic rare earth ions into a mineral structure, thereby detoxifying them [2][4]. Group 2: Implications for Sustainable Utilization - The formation of "biological lanthanite" in Osmunda japonica is pure and non-radioactive, offering a promising green extraction method compared to traditional mining, which often involves radioactive elements [4]. - The findings suggest that cultivating hyperaccumulator plants like Osmunda japonica could facilitate soil remediation and recovery of valuable rare earth elements, achieving a "repair and recovery" green cycle [5].
深夜,全线下跌!
证券时报· 2025-11-07 15:43
| < W | 特斯拉(TESLA) | | | | | | --- | --- | --- | --- | --- | --- | | | TSLA.O | | | | | | 429.000 = 2718.95 | 股本 33.26亿 市盈 " 281 | | | 万得 | | | -16.910 -3.79% | 换 0.82% 市值 14268亿 市净" 17.84 | | | 盘口 | | | 盘中、五日 | 目K 周K | | | 用 | | | 营加 | 均价:431.183 | | | | | | 466.520 | | 4.62% 卖一 429.020 | | | 399 | | | | | | 2- 428.950 | 27 | | | | | | 10:07 429.180 | 12 | | | | | | 10:07 429.060 | 41 | | 445.910 | | 0.00% 10:07 429.060 | | | 295 | | | | | | 10:07 429.050 | 117 | | | | | | 10:07 429.050 | 1 | | | | | | 10: ...