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央行:做好2026年信贷市场工作,着力支持扩大内需、科技创新、中小微企业等重点领域
证券时报· 2026-02-04 09:39
Group 1 - The People's Bank of China (PBOC) held a meeting on January 30, 2026, to discuss the credit market, guided by Xi Jinping's thoughts on socialism with Chinese characteristics for a new era [1] - The meeting summarized the achievements of the PBOC in 2025, highlighting the effective implementation of financial support for consumption expansion and the significant alleviation of debt risks associated with local government financing platforms [1][2] - The PBOC emphasized the need for a comprehensive understanding of the economic and financial situation during the 14th Five-Year Plan period, focusing on providing quality financial services to major strategies, key areas, and weak links [2] Group 2 - The meeting outlined the importance of improving mechanisms related to the "Five Major Financial Articles" and implementing structural monetary policy tools to enhance collaboration with fiscal policies [2] - There is a strong emphasis on developing various financial sectors, including technology finance, green finance, inclusive finance, pension finance, and digital finance, while reinforcing financial support in the consumption sector [2] - The PBOC aims to build a multi-tiered financial service system to support domestic demand expansion, technological innovation, and small and micro enterprises, while continuing to address debt risk resolution for financing platforms [2]
“映山红行动”润泽红土地 资本市场“赣军”迸发新动能 | 决胜“十四五” 擘画“十五五”·地方资本市场高质量发展之江西篇
证券时报· 2026-02-04 04:19
以下文章来源于e公司 ,作者证券时报 李小平 e公司 . e公司,证券时报旗下专注上市公司新媒体产品,立志打造A股上市公司资讯第一平台。提供7x24小时上市公司标准化快讯,针对可能影响上市公司股价的 主题概念、行业事件及时采访二次解读,从投资者需求出发,直播上市公司有价值的活动、会议。 赣鄱大地,红土情深。江西,这片孕育了伟大革命精神的土地,将红色基因融入资本市场发展血脉,奋楫扬帆谋新篇。 五年来,江西证监局锚定"走在前、勇争先、善作为"的目标要求,深入实施企业上市"映山红行动",推动资本市场实现量质齐升。如 今,一家家赣企迎着资本市场的春风,如"映山红"般绽放在这片红色土地上,为经济高质量发展注入强劲资本动能。 站在新的历史起点,江西证监局正以更实举措谋划"十五五"发展蓝图,让资本市场的"活水"持续滋养实体经济沃土。 资本市场"赣军"稳步扩容 资本市场在新型工业化进程中扮演着重要角色,上市公司已成为区域经济发展的"助推器"、产业转型升级的"强引擎"。早在2018年,江 西《政府工作报告》中,就明确提出要"大力发展多层次资本市场",随后启动实施企业上市"映山红行动"。 "十四五"时期,江西证监局积极推动多层次 ...
煤炭板块,涨停潮!
证券时报· 2026-02-04 04:19
Core Viewpoint - The A-share market showed a mixed performance this morning, with most major indices declining, while the coal sector experienced significant gains, leading to a surge in stock prices within that sector [1][4]. Group 1: Market Performance - The A-share market exhibited a divergence in performance, with major indices mostly declining; the ChiNext Index fell by 1.74% and the Sci-Tech 50 Index dropped by 2.44% [4]. - The coal sector stood out with a remarkable increase, with the sector's index rising over 6% during the session, marking it as a key highlight of the morning [2][4]. Group 2: Individual Stock Performance - Several coal stocks hit the daily limit up, including Yanzhou Coal Mining (兖矿能源) with a price of 15.27, up 10.01%, Meijin Energy (美锦能源) at 5.17, also up 10.00%, and Shaanxi Black Cat (陕西黑猫) at 4.62, up 10.00% [5]. - Other notable gainers included China Shenhua (中国神华) at 42.04, up 6.16%, and Shanxi Coking Coal (山西焦煤) at 7.17, up 7.17% [5]. Group 3: Market Drivers - The recent surge in energy demand due to cold weather and snowstorms has prompted local governments to enhance energy supply measures, ensuring stable coal production and supply, as well as increased natural gas storage and production [6].
官宣!中央广播电视总台《2026年春节联欢晚会》主持人阵容发布
证券时报· 2026-02-04 04:19
2月4日,中央广播电视总台《2026年春节联欢晚会》发布主持人阵容。任鲁豫、撒贝宁、尼 格买提、龙洋、马凡舒、刘心悦将共同担任2026年总台春晚北京主会场主持人。四地分会场 主持人为:黑龙江哈尔滨分会场杨帆、姜多;浙江义乌分会场郭若天、贺传;安徽合肥分会 场朱迅、白羽;四川宜宾分会场张韬、王楚涵。 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 芯片股大跌! 丨 明日复牌!603616、300912,重大资产重组! 丨 周生生公布检测报告 丨 002462,明日复牌!实控人或变更为北京市国资委 丨 A股利好!上交所最新发布,新开户数同比增 超200%! 丨 "十五五"首个中央一号文件发布 丨 A股,强势反弹!超4800股上涨 丨 国际黄金、白 银狂拉!交易所出手,密集调整→ 丨 寒武纪,紧急声明! 丨 "寒王",突然跳水! 丨 金、银反弹! 全球资产大爆发 丨 "热钱"寻找新叙事点,昨夜存储巨头暴涨! 丨 关税突发!特朗普宣布:降至 18%!印度ETF,直线猛拉! 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 ...
FOF开年热度不减!底层投资逻辑生变,“新玩家”入局,什么信号?
证券时报· 2026-02-04 04:19
| 基金募集申请获中国证监会 | | 证监许可[2025]3043 号 | | | | --- | --- | --- | --- | --- | | 核准的文号 | | | | | | 基金募集期间 | | 2026年1月29日 | | | | 验资机构名称 | | 安永华明会计师事务所(特殊普通合伙) | | | | 募集资金划入基金托管专户 | | 2026年2月2日 | | | | 的目期 | | | | | | 募集有效认购总户数(单位: | | 20, 671 | | | | 户) | | | | | | | | 博时盈泰臻选6个 | 博时盈泰臻选6个 | 博时盈泰臻选6个 | | 份额类别 | | 月 持 有 期 混 合 | 月 持 有 期 混 合 | 月 持 有 期 混 合 | | | | (FOF) A | (FOF) C | (FOF) 合计 | | 募集期间净认购金额(单位: | | 3,694,920,889.30 | 2.148.905,777.25 | 5.843.826.666.55 | | 元) | | | | | | 认购资金在募集期间产生的 | | 0. 00 | 0. 0 ...
中央一号文件权威解读来了!
证券时报· 2026-02-04 04:19
2月3日,《中共中央、国务院关于锚定农业农村现代化、扎实推进乡村全面振兴的意见》,也即今年的中央一号文件正式对外公布。 2月4日,国新办举行新闻发布会,中央财办分管日常工作的副主任、中央农办主任韩文秀,中央财办副主任、中央农办副主任祝卫东出席会议并 对今年中央一号文件重点内容做出解读。来看会上表述: 1.文件明确了"四项重点任务":提升农业综合生产能力和质量效益、实施常态化精准帮扶、积极促进农民稳定增收、因地制宜推进宜居宜业和美 乡村建设; 2.中央一号文件坚持立足当前和着眼长远相结合,既突出年度性,部署2026年必须完成的任务,又明确"十五五"乃至更长一个时期的战略性、方 向性要求; 3.促进良田良种良机良法集成增效,推进粮油作物大面积提单产,确保粮食产量稳定在1.4万亿斤左右; 4.今年中央一号文件把促进农民增收摆在重要位置,提出了一揽子增收措施,打出一套政策"组合拳"; 5.发展壮大县域富民产业要强化产业项目统筹规划,防止陷入同质化、内卷式竞争。 6.春节前是农民工工资结算的高峰期,要着力做好保障农民工工资支付工作,加大欠薪整治力度,依法坚决打击恶意欠薪行为; 7.有序推进农村集体经营性建设用地入市,赋 ...
微信屏蔽元宝!
证券时报· 2026-02-04 02:57
今日,据众多网友实测发现,微信已在App中屏蔽元宝红包相关链接,并提示:"网页包含诱导分享、关注等诱导行为内容",要求用户复制 到浏览器访问。 微信官方账号"微信派"发布消息回应称,近期我们发布了 《针对第三方违规行为的打击公告》 ,对以春节为主题集中爆发的过度营销、诱 导分享等违规行为进行打击。 在此背景下,微信收到用户针对元宝的反馈和投诉,其相关春节营销活动存在通过"做任务""领红包"等方式诱导用户高频分享链接到微信 群等场景,干扰平台生态秩序、影响用户体验、对用户造成骚扰。 根据 《微信外部链接内容管理规范》 2.1.2 通过利益诱惑,诱导用户分享以及传播外链的,包括但不限于:以金钱奖励、实物奖品、虚拟奖品等(包括但不限于红包、优惠券、代金券、 积分、话费、流量、信息)诱导用户分享;声称分享可增加抽奖机会、中奖概率、成功可能;通过签到打卡、邀请好友协助(包括但不限于助力、砍 价、加速)、设置收集任务(包括但不限于集赞、集卡、集福、集碎片)等形式诱导用户分享以及传播外链的,属于诱导分享违规。 经研判,对元宝的违规链接进行处置,限制其在微信内直接打开。相关处置措施即日生效。 微信将持续关注各类春节营销活动的 ...
300808,控股股东股权变动!
证券时报· 2026-02-04 02:57
Core Viewpoint - The article discusses the recent equity changes in Jiuliang Co., Ltd. and highlights the involvement of prominent investor Gong Hongjia in the A-share market, emphasizing the strategic moves aimed at enhancing the operational efficiency of state-owned capital and supporting the company's development [3][8]. Group 1: Equity Changes - Jiuliang Co., Ltd. disclosed a change in the equity structure of its controlling shareholder, Shiyan Zhongda Huixiang Enterprise Management Partnership [3]. - The agreement involves the transfer of 15% equity from shareholders Linzhiyuan and Derunjiwei to Hanjing Zhiliang, along with the transfer of 24% and 25% equity in Yangda Limited [4]. - After the transaction, Hanjing Zhiliang will hold 30% of Zhongda Huixiang and 49% of Yangda Limited, while Shiyan Urban Operation Group retains a 69% stake in Zhongda Huixiang [4]. Group 2: Gong Hongjia's Background - Gong Hongjia is a well-known figure in the capital market, having founded several companies and made significant investments, including a notable angel investment in Hikvision that yielded over 20,000 times return [7]. - His recent activities in the A-share market include taking control of Zhongyuan Xiehe through a voting rights authorization [7]. - Gong and his wife, Chen Chunmei, have a combined wealth of 67.5 billion yuan, ranking them 76th on the 2025 Hurun Rich List [8]. Group 3: Company Performance and Strategy - Jiuliang Co., Ltd. primarily engages in the design, research, production, and sales of LED lighting products and has recently expanded into portable energy storage products [8]. - The company anticipates a loss of 66 million to 86 million yuan for the year 2025 and is actively adjusting its business strategy to explore new profit growth points [8].
特朗普政府同意与伊朗在阿曼举行谈判
证券时报· 2026-02-04 02:57
据美国阿克西奥斯新闻网站3日报道,特朗普政府同意与伊朗6日在阿曼举行谈判。 来源:新华社 责编:叶舒筠 校对: 苏焕文 证 券 时 报 新 媒 体 矩 阵 总 自 P 数据宝 人民财讯 券商中国 e公司 全景财经 北证 新財富 TRustway 杂志 期货回报 资讯 期货日报 创业资本汇 北证资讯 信托百佬汇 新财富 识别二维码关注 点击下载app 证券时报微信公众号 屏幕下方点个赞, 天天抓牛股! 转载与合作可联系证券时报小助理,微信ID:SecuritiesTimes END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 芯片股大跌! 丨 明日复牌!603616、300912,重大资产重组! 丨 周生生公布检测报告 丨 002462,明日复牌!实控人或变更为北京市国资委 丨 A股利好!上交所最新发布,新开户数同比增 超200%! 丨 "十五五"首个中央一号文件发布 丨 A股,强势反弹!超4800股上涨 丨 国际黄金、白 银狂拉!交易所出手,密集调整→ 丨 寒武纪,紧急声明! 丨 "寒王",突然跳水! 丨 金、银反弹! 全球资产大 ...
2026定增战场硝烟四起!多位知名基金经理现身
证券时报· 2026-02-04 02:57
Core Viewpoint - The new year sees a renewed interest from funds in participating in private placements, particularly in sectors like manufacturing, new energy, and information technology, highlighting the long-term value of these investments [1][3]. Group 1: Fund Participation in Private Placements - Notable fund managers are actively participating in private placement projects, with examples including Zhang Qinghua's management of multiple funds involved in projects like Maigemit and Beiqi Blue Valley [2]. - Funds managed by Lin Guohua and Zhou Weiwen are also participating in various projects, indicating a trend towards investment in new energy and manufacturing sectors [2]. Group 2: Market Trends and Regulatory Environment - Over 70% of the financing in the private placement market is directed towards new productive forces, reflecting a shift towards supporting China's industrial upgrade [3]. - The regulatory environment is becoming increasingly stringent, promoting transparency and quality in the private placement market, which is expected to enhance the long-term investment value [3][5]. Group 3: Future Outlook for Private Placement Market - The combination of private placements and inquiry transfers is expected to drive capital more efficiently into core areas of the real economy, with a positive long-term outlook for the A-share market [4]. - Policy support for the private placement market is strengthening, with new regulations encouraging institutional investors to participate more actively, thereby enhancing market activity and long-term value [5].