Workflow
证券时报
icon
Search documents
暂停!刚刚,工行、建行宣布!
证券时报· 2025-11-03 09:48
Group 1 - The international gold price has been fluctuating at high levels, prompting banks to adjust their strategies to manage potential market risks [1][4] - Industrial and commercial bank announced the suspension of its "Ruyi Gold Accumulation" business starting November 3, 2025, due to macroeconomic policy impacts and risk management requirements [1] - Construction bank also suspended its "Easy Gold" business from November 3, affecting real-time purchases and physical gold exchanges, while existing plans remain unaffected [3] Group 2 - The Ministry of Finance and the State Administration of Taxation released new tax policies regarding gold, effective from November 1, 2025, until December 31, 2027, which include VAT exemptions for certain transactions [3][4] - The new tax policy will impact gold retailers, as they will only be able to deduct 6% VAT on non-investment gold, down from the previous 13%, affecting various jewelry brands differently [4] - Despite recent price corrections, the spot gold price has increased by over 50% this year, supported by ongoing central bank demand and investor interest in safe-haven assets [4]
军队文职人员公开招考,今起报名!
证券时报· 2025-11-03 09:00
考生可于2025年11月3日8:00至9日18:00期间,登录军队人才网进行网上报名。全军统一笔试拟于2025年12月 14日在全国各直辖市、省会城市、自治区首府和其他部分城市同时举行。根据计划安排,2026年5月起展开审 批录用工作。这次公开招考,着眼加快推动军队文职人员队伍高质量发展,从严把控政治关口,科学设置岗位 条件,持续优化流程机制,全面提升招录效益。中央军委政治工作部文职人员主管部门将会同有关部门,共同 维护良好的考试秩序,营造阳光公正、规范有序的考试环境。 来源:新华社 版权声明 2026年军队文职人员公开招考工作全面展开。 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。 为广泛延揽社会优秀人才服务军队建设,中央军委政治工作部近日部署展开2026年军队文职人员公开招考工 作。 转载与合作可联系证券时报小助理,微信ID:SecuritiesTimes 责编:万健祎 校对: 许欣 证 券 时 报 新 媒 体 矩 阵 海 15 王崇 数据5 ULL l 35 数据宝 人民财讯 券商中国 e公司 全景财经 北证 新財富 CHDC Rus ...
特朗普,又改口了!
证券时报· 2025-11-03 09:00
Group 1 - The core viewpoint of the article is that President Trump has stated he is not seriously considering providing Ukraine with "Tomahawk" cruise missiles, despite previous reports from the U.S. Department of Defense suggesting otherwise [1][3][4] - Trump emphasized that there is no "last straw" in the ongoing conflict between Ukraine and Russia, indicating that the situation remains intense and unresolved [1][3] - Russian officials, including Foreign Ministry spokesperson Zakharova, reiterated that supplying weapons to Ukraine will not resolve the conflict and warned that it could escalate tensions further [4] Group 2 - The article discusses the ongoing military actions in the Donetsk region, where Russian forces are reportedly continuing to strike encircled Ukrainian troops in a city referred to as "Red Army City" by Russia and "Pokrovsk" by Ukraine [5][6] - Ukrainian forces claim to have repelled multiple attacks from Russian troops, indicating ongoing fierce fighting in the area [6][7] - The strategic importance of "Red Army City" is highlighted, as its capture by Russian forces could cut off supply lines for Ukrainian military operations in the Donetsk region [7] Group 3 - Ukrainian President Zelensky announced that Germany has delivered "Patriot" air defense missile systems to Ukraine, enhancing its air defense capabilities [8][9] - A complete "Patriot" system typically includes several launchers, radar vehicles, command control vehicles, power generators, and interceptor missiles, with a total system cost exceeding $1 billion [9]
李家超、许正宇、余伟文,最新发声!
证券时报· 2025-11-03 09:00
Core Viewpoint - The article discusses the developments and future plans for Hong Kong's fintech sector, highlighting the government's initiatives to strengthen its position as an international financial center and the expected growth in the fintech industry. Group 1: Government Initiatives - Hong Kong's Chief Executive, John Lee, announced measures to support fundraising for mainland tech companies and encourage overseas companies to list in Hong Kong, including welcoming the return of Chinese concept stocks [3] - The establishment of a "Mainland Enterprises Going Global Task Force" aims to assist mainland companies in expanding into overseas markets through Hong Kong [3] - The Hong Kong Monetary Authority (HKMA) is collaborating with the People's Bank of China to provide long-term RMB financing for enterprises [3] Group 2: Fintech Growth - There are currently over 1,200 fintech companies in Hong Kong, representing a 10% increase from the previous year [3] - The total revenue of Hong Kong's fintech industry is expected to exceed $600 billion by 2032, with an annual growth rate of over 28% [3] Group 3: Key Technologies - Blockchain and AI are identified as critical technologies for fintech, with 75% of financial institutions currently adopting or trialing generative AI, aiming to increase this to over 87% in the next 3 to 5 years [4][5] - The HKMA is promoting the tokenization of assets, including government bonds, to enhance market efficiency and attract investment [5][8] Group 4: Financial Technology Vision - The "Fintech 2030" vision aims to position Hong Kong as a robust and forward-looking international fintech hub, focusing on four key areas: Data and Payment Infrastructure, Artificial Intelligence, Resilience, and Tokenization [6][7] - The HKMA plans to develop a new AI strategy to enhance the responsible application of AI in the financial sector [7] - Initiatives will include creating a new certification framework for fintech cybersecurity and preparing for the quantum computing era [8]
买买买!险资,持续加仓股市!
证券时报· 2025-11-03 09:00
今年以来,险资权益投资进入"买买买"模式。随着A股上市公司三季报披露完毕,险资权益布局细节进一 步浮出水面。 据证券时报·券商中国记者统计,三季度末险资重仓A股流通股数量较上年末增长19%,持仓市值较上年末增长 18%。仅三季度单季,险资重仓A股流通股数量较上季末增长14%。 险资持续加仓股市 金融股向来是险资投资的"压舱石",这一趋势依然延续。从重仓股所属行业来看,险资三季度末重仓持有的股 票中,对金融股的持仓市值超3000亿元,占比近50%。制造业位列第二,险资三季度末重仓持有的制造业个股 市值总计超1300亿元。 此外,公用事业、软件信息技术和服务、交通运输、采矿等也是险资重仓持股超200亿元的行业。 新进重仓个股超300只 据记者统计,三季度险资新进重仓投资的股票超300只。截至三季度末,险资对这些新进重仓股票持仓市值 1000多亿元,显示险资今年以来主动调仓规模不小。 今年以来,多个渠道显示险资持续加仓股市。上市公司三季报进一步显示险资持续布局股市的趋势。 证券时报·券商中国记者根据Wind数据统计,剔除中国平安集团及控股子公司对平安银行的持股以及中国人寿 集团对中国人寿的持股,截至三季度末,保险机 ...
尾盘,突然拉升!
证券时报· 2025-11-03 09:00
Market Overview - A-shares rebounded in the afternoon on November 3, with all three major indices turning positive by the close; the Shanghai Composite Index rose by 0.55% to 3976.52 points, the Shenzhen Component increased by 0.19% to 13404.06 points, and the ChiNext Index gained 0.29% to 3196.87 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 21.33 billion yuan, a decrease of 2.17 billion yuan from the previous day [1] Sector Performance Coal and Oil - The coal sector saw significant gains, with companies like Antai Group and Zhongmei Energy hitting the daily limit, and others like Shanxi Black Cat and Jin控煤业 rising over 4% [4][6] - The oil sector also performed well, with Huibo Group and Intercontinental Oil hitting the daily limit, and China National Offshore Oil Corporation and China Petroleum rising over 4% [7] AI Applications - The AI application sector was notably active, with stocks like Fushi Holdings and Xinghuan Technology rising over 10%, and several others hitting the daily limit [12][14] Nuclear Power - The nuclear power concept experienced a surge, with significant advancements in thorium-based molten salt reactor technology reported by the Chinese Academy of Sciences, marking a key development in nuclear energy [10] Key Insights - The current prices of thermal coal and coking coal remain at historical lows, providing room for a rebound due to supply-side policies and seasonal demand increases [6] - The "three barrels of oil" (China National Petroleum, Sinopec, and CNOOC) are expected to continue increasing their oil and gas equivalent production, with respective growth rates of 2.6%, 2.2%, and 6.7% projected for the first three quarters of 2025 [7] - The AI-driven content creation market is projected to grow significantly, with over 3000 new works expected in the first half of 2025, indicating a robust demand for AI applications in media [14]
泉果基金创始人王国斌,突然离世!
证券时报· 2025-11-03 09:00
据证券时报·券商中国记者11月3日获悉,泉果基金创始人王国斌突然离世。 11月3日, 泉果基金发布高级管理人变更公告,总经理王国斌因病逝世,公司董事长任莉代任总经理。 | 基金管理人名称 | 泉果基金管理有限公司 | | --- | --- | | 公告依据 | 《公开募集证券投资基金信息披露管理 | | | 办法》《证券基金经营机构董事、监事、 | | | 高级管理人员及从业人员监督管理办法》 | | | 等相关法律法规 | | 高管变更类型 | 代任基金管理公司总经理 | | | 离任基金管理公司总经理 | 王国斌认为,中国资产近期的强劲表现主要得益于人工智能等领域的创新优势,在多个高端制造和前沿领域,中国已经取得了全球性的竞争优势。尽管长期面临人 口老龄化压力,但未来10年,中国仍将受益于工程师红利与完整的产业链优势,人工智能等新技术的发展不仅不会导致就业危机,反而会创造新的就业机会。 资料显示,王国斌,北京大学硕士,中欧国际工商学院EMBA,拥有27年证券从业经验。他是东方红资产管理创始人,打造了国内首家券商系资产管理公司,并带 领公司获得业内首张券商资管公募牌照。2007年被评为"上海十大杰出青年" ...
筹划控制权变更!603897、002387,停牌!
证券时报· 2025-11-03 04:40
Group 1 - Two A-share companies, Changcheng Technology and Visionox, have suspended trading due to planned changes in control [1][6] - Changcheng Technology's actual controllers are planning a share transfer that may lead to a change in control, with trading suspended from November 3, 2025, for up to two trading days [1][3] - Visionox is also planning a change in control and has suspended trading under similar circumstances, with the same expected duration of suspension [6][9] Group 2 - Changcheng Technology reported a slight decline in revenue for the first three quarters of the year, with total revenue of 9.443 billion yuan, down 0.68% year-on-year, while net profit increased by 13.8% to 214.93 million yuan [3][4] - Visionox achieved revenue of 6.051 billion yuan in the first three quarters, reflecting a year-on-year growth of 3.5%, but reported a net loss of 1.623 billion yuan [9][10] - The financial performance of both companies indicates differing trends, with Changcheng Technology showing profit growth despite a revenue decline, while Visionox continues to face significant losses [4][10]
突发!特朗普:或对尼日利亚发动空袭!
证券时报· 2025-11-03 04:40
Group 1 - The core viewpoint of the articles revolves around President Trump's statements regarding potential military action in Nigeria to address the alleged large-scale killings of Christians [1][2]. - Trump has indicated that the U.S. Department of Defense is preparing multiple response options, including the possibility of deploying ground troops or conducting airstrikes in Nigeria [1]. - On October 31, Trump labeled Nigeria as a "country of particular concern" under the International Religious Freedom Act, citing threats to the Christian community from radical Islamists [2]. Group 2 - The Nigerian government, under President Tinubu, has responded by asserting its commitment to combating terrorism and promoting inter-religious harmony, rejecting claims of religious intolerance [3]. - The Nigerian Foreign Ministry stated that Trump's comments do not reflect the actual situation in Nigeria and emphasized the government's efforts to protect all citizens' rights [2][3]. - Nigeria was previously designated as a "country of particular concern" during Trump's first term but was removed during the Biden administration [3].
国家移民管理局,重磅发布!10大举措→
证券时报· 2025-11-03 04:40
国家移民管理局推出支持扩大开放服务高质量发展10项创新举措。 具体如下: 关于实施支持扩大开放服务高质量发展10项创新举措的公告 2025年第4号 为积极服务促进高水平开放高质量发展,国家移民管理局(中华人民共和国出入境管理局)决定,实施10项移民和出入境管理 服务政策举措。现公告如下: 一、扩大往来港澳人才签注政策试点实施范围。 自2025年11月5日起,在北京、上海、粤港澳大湾区的基础上,在长三角、京 津冀地区全域,以及全国所有自由贸易试验区实施往来港澳人才签注政策。在上述区域工作的内地杰出人才、科研人才、文教 人才、卫健人才、法律人才以及其他人才,可凭人才主管部门、符合条件的用人单位等出具的有关人才证明,申请办理有效期1 至5年不等的多次往来香港或者澳门人才签注,每次在香港或者澳门停留不超过30天。 二、实施大陆居民申办往来台湾探亲签注"全国通办"措施。 自2025年11月5日起,大陆居民拟往来台湾地区探亲的,可向全国 任意一个县级以上公安机关出入境管理机构提交探亲签注申请,申办手续与户籍地一致。 国家移民管理局今天发布公告,决定实施支持扩大开放服务高质量发展10项创新举措。国家移民管理局相关负责人表示 ...