证券时报
Search documents
记者追踪:“投资铜条”价差大,专家直言:本质更像一场情绪游戏
证券时报· 2026-01-22 10:19
记者向多位商家询问发现同样1000克的"投资铜条"报价混乱。 最近一段时间,"投资铜条"现身深圳水贝市场成为热议的话题,证券时报网也在1月17日进行相关报道 《 "投资铜条"现身深圳水贝?记者求证→ 》。1月22日,记者再次走访发现,伴随着国际金银价格剧烈 震荡,"投资铜条"的价格也出现变化,而且报价极不稳定。 "今天价格是每条195元,重量为1000克。"记者向一位售卖"投资铜条"的商家进行咨询,这位商家在17 日时的报价为190元。"现在有现货,量大的话价格可以优惠。" 记者又跟多位商家进行询问,发现同样1000克的"投资铜条"报价混乱,价差极大,从120元至200元不 等。而在20日,有商家的报价竟然高达280元。而在一些二手交易平台上,一些"投资铜条"产品的浏览 量虽超过2.2万次,但实际咨询人数只有500多人,成交出售只有14条。 记者也在深圳水贝的多个交易中心进行采访,暂时也没有发现有柜台摆出"投资铜条"。有商家表 示:"最近几天来咨询的客户挺多,但真正大量购买的客户并不多,我也有听说交易中心不允许将铜条 (受访者提供的投资铜条实物图。) 摆上柜台,这样有损水贝市场的定位。"不过,记者也向几位交易 ...
潘功胜:今年降准降息还有一定空间
证券时报· 2026-01-22 10:19
Core Viewpoint - The People's Bank of China (PBOC) will continue to implement a moderately accommodative monetary policy in 2026, focusing on promoting stable economic growth and reasonable price recovery as key considerations for monetary policy [1][7]. Group 1: Monetary Policy Implementation - The PBOC aims to create a favorable monetary and financial environment for stable economic growth and high-quality development by effectively utilizing various monetary policy tools such as reserve requirement ratio (RRR) cuts and interest rate reductions [1][7]. - There is still room for further RRR and interest rate cuts this year, with a focus on maintaining ample liquidity and aligning the growth of social financing and money supply with economic growth and price level expectations [1][8]. - The PBOC has already optimized structural monetary policy tools, including a 0.25 percentage point reduction in the interest rates of various structural monetary policy tools and an increase in the quotas for specific loans [8]. Group 2: Six Aspects of Monetary Policy System - The PBOC will optimize the monetary policy target system, emphasizing intermediate variables and reducing focus on quantitative targets, allowing for more effective interest rate regulation [2][10]. - A unique mechanism for basic currency issuance will be established, gradually utilizing government bond transactions for liquidity management while ensuring sufficient liquidity in the banking system [2][10]. - The PBOC will enhance the market-oriented interest rate formation, regulation, and transmission mechanisms to improve the transmission from central bank policy rates to market benchmark rates [2][10]. Group 3: Structural Monetary Policy Tools - The PBOC will improve the structural monetary policy tool system to better guide and incentivize financial institutions in optimizing loan allocations [3][11]. - The mechanism for RMB exchange rate formation will be refined, maintaining market determination of the exchange rate while preventing excessive fluctuations [3][11]. Group 4: Macro-Prudential Management - The PBOC will strengthen the monitoring and assessment of systemic financial risks, establishing a standardized and systematic monitoring framework [13]. - The coverage of macro-prudential management will be gradually expanded to include financial markets, non-bank financial institutions, and new areas such as internet finance [13]. - The PBOC will enhance the legal and governance mechanisms for macro-prudential management, focusing on legislative projects to strengthen coordination between macro-prudential policies and monetary policies [13]. Group 5: Support for Real Economy - The PBOC will enhance support for expanding domestic demand, technological innovation, and small and micro enterprises, aiming to strengthen the domestic economic cycle and promote high-quality development [14][15]. - Specific measures include a dedicated 500 billion yuan for consumer and elderly care loans, increasing quotas for agricultural and small enterprise loans, and improving financing accessibility for small and micro enterprises [14][15]. Group 6: Global Financial Governance - The PBOC will actively promote global financial governance reforms and international financial cooperation, advocating for a fair and inclusive global financial governance system [16][17]. - Efforts will include deepening institutional openness in the financial sector, promoting the internationalization of the RMB, and enhancing cross-border payment systems [16][17].
清华大学:2名博士生被退学处理
证券时报· 2026-01-22 10:19
清华大学拟对您作出予以退学处理,由于难于联系到您,无法直接送达本通知,特予公告送达。自本公告发出之日起,满十个工作日,即视为送达。公告 内容如下: 近日,清华大学社会科学学院网站发布公告,对两名博士研究生作出予以退学处理。 关于拟给予吴**退学处理的公告 吴**同学: 吴**,女,社科学院2013级博士研究生,学号2013370035。 吴**在未向学校履行任何请假手续的情况下,逾期两周未注册。根据《清华大学研究生学籍管理规定》(清校发〔2019〕49号)第三十二条第(八)项的 规定,拟予以吴**同学退学处理。 吴**对此处理意见如有异议,可以在拟处理意见书送达之日起5个工作日内,向院系研究生管理部门提交书面申辩或者进行口头陈述和申辩。 书面申辩材料可发送至电子邮箱: skyjsb@mailoa.tsinghua.edu.cn 或送交至清华大学社科学院明斋126房间。 关于拟给予邱**退学处理的公告 邱**同学: 清华大学拟对您作出予以退学处理,由于难于联系到您,无法直接送达本通知,特予公告送达。自本公告发出之日起,满十个工作日,即视为送达。公告 内容如下: 邱**,男,社科学院2010级博士研究生,学号20 ...
商务部:中方制止日本“再军事化”和拥核企图 完全正当合理合法
证券时报· 2026-01-22 09:16
Group 1 - The Ministry of Commerce expressed serious concerns regarding the EU's recent decision to classify certain Chinese companies as "high-risk suppliers," which restricts their participation in 5G construction without factual basis [3] - The Ministry emphasized that Chinese enterprises have been operating in Europe in compliance with laws and regulations, providing quality products and services that contribute to the development of the European telecommunications and digital industries [3] - The Ministry firmly opposes the EU's discriminatory actions against Chinese companies and the politicization of economic issues [3] Group 2 - The Ministry of Commerce announced that Canada will grant China an annual quota of 49,000 electric vehicles, which will enjoy a 6.1% most-favored-nation tariff rate, eliminating the previous 100% additional tax, with the quota expected to grow annually [5] - The Ministry stated that it has always advocated resolving trade differences through dialogue and will consider Canada's reasonable requests within the framework of rules regarding canola seed trade [5] - The Ministry believes these developments will positively impact the deepening of trade and industrial cooperation between China and Canada, enhancing the well-being of both nations' citizens [5] Group 3 - The Ministry of Commerce reiterated China's commitment to fulfilling international non-proliferation obligations and legally prohibiting exports to Japan for military purposes, aiming to prevent Japan's "remilitarization" and nuclear ambitions [6] - The Ministry emphasized that all export control applications will be processed in accordance with laws and regulations, and applications that meet civil use conditions will be approved [6]
光模块飙升!300308成交额A股第一
证券时报· 2026-01-22 09:16
光模块"三剑客"集体放量飙升。 1月22日,A股主要股指尾盘拉升,沪指翻红,创业板指涨超1%,全市场成交额再度萎缩。港股尾盘亦上扬,两大股指双双翻红。 具体来看,A股主要股指早盘震荡回落,尾盘止跌回升。截至收盘,沪指涨0.14%报4122.58点,深证成指涨0.5%,创业板指涨1.01%,沪深北三市合计成 交约2.72万亿元,较此前一日增加逾900亿元。 商业航天概念今日重拾升势,截至发稿,腾景科技20%涨停创历史新高,三角防务亦涨停,天力复合、中泰股份涨超15%,信维通信涨超10%。 | 代码 | 名称 | | 涨幅% | 现价 | 涨跌 | 买价 | 卖价 | 总量 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 688195 腾景科技 | | | k 20.00 | 215.02 | 35.84 | 215.02 | - | 126380 | | 300737 科顺股份 | | R | 20.00 | 6.96 | 1.16 | 6.96 | - | 126.97 | | 300775 三角防务 | | R | 19.99 | 39 ...
港股公司业绩预告密集发布,有色金属成“盈利担当”
证券时报· 2026-01-22 09:16
Core Viewpoint - The article highlights the performance forecasts of Hong Kong-listed companies for the fiscal year 2025, indicating significant growth in sectors such as non-ferrous metals, innovative pharmaceuticals, consumer electronics, and non-bank financials, while traditional agriculture and resource sectors face cyclical pressures [2][16]. Non-Ferrous Metals - The non-ferrous metals sector is a standout performer, with Zijin Mining forecasting a net profit of 51-52 billion yuan for 2025, a year-on-year increase of approximately 59%-62% [4]. - Zijin Gold International expects a net profit of about 1.5-1.6 billion USD, representing a year-on-year increase of approximately 212%-233% [5]. - Chifeng Jilong Gold anticipates a net profit of 3-3.2 billion yuan, up about 70%-81% year-on-year [6]. - Luoyang Molybdenum's forecasted net profit is between 20-20.8 billion yuan, reflecting a growth of 47.8%-53.71% [7]. - The growth in this sector is attributed to rising metal prices and increased production, with Zijin Gold International's gold production expected to rise to approximately 46.5 tons in 2025 from 38.9 tons in 2024 [7]. Innovative Pharmaceuticals - The innovative pharmaceutical sector is also experiencing substantial growth, with Baiaosaitu forecasting a net profit of 135 million yuan, a year-on-year increase of 303.57% [9]. - Zhaoyan New Drug expects a net profit between 233-349 million yuan, reflecting a year-on-year increase of 214%-371% [9]. - WuXi AppTec anticipates a net profit of 19.151 billion yuan, a growth of approximately 103% year-on-year, driven by its integrated CRDMO business model and successful asset sales [10]. Consumer Electronics and Non-Bank Financials - In the consumer electronics sector, QiuTai Technology expects a comprehensive profit increase of approximately 400%-450%, driven by growth in non-mobile smart visual products [12]. - TCL Electronics forecasts an adjusted net profit of 2.33-2.57 billion HKD, representing a growth of 45%-60% year-on-year [12]. - In the non-bank financial sector, China Taiping anticipates a net profit increase of 215%-225%, attributed to improved net investment performance and new tax policies [13]. - Guolian Minsheng expects a net profit of 2.008 billion yuan, a year-on-year increase of approximately 406% due to the acquisition of Minsheng Securities [13]. Traditional Agriculture and Resources - The agriculture sector, represented by Dekang Agriculture, forecasts a profit of 1.3-1.5 billion yuan, a decline from approximately 3.297 billion yuan in the previous year due to falling prices in the pig and chicken markets [14]. - In the resources sector, CITIC Resources expects a net profit of 170-230 million HKD, a decrease of 60%-70% year-on-year, primarily due to falling oil prices and rising raw material costs [14].
外交部回应美国领导人达沃斯涉华言论
证券时报· 2026-01-22 08:05
外交部发言人 郭嘉昆主持 例行记者会。 外交部回应美国领导人达沃斯涉华言论:中方愿同各方一道继续推动全球绿色低碳转型 针对美国领导人在瑞士达沃斯发表关于中国风力发电机的言论,外交部发言人郭嘉昆22日在例行记者会上答问时表示,中国在应对气候变化、推动全球可 再生能源发展应用方面所做努力有目共睹。作为负责任发展中大国,中方愿同各方一道继续推动全球绿色低碳转型,共同建设清洁美丽的世界。 外交部:反对拿中国作为谋取私利的借口 针对北约发言人关于格陵兰岛的有关言论,外交部发言人郭嘉昆1月22日在例行记者会上指出,中方一贯主张按照《联合国宪章》宗旨和原则处理国与国 之间的关系,所谓的"中国威胁"毫无根据,中方反对无中生有、拿中国作为谋取私利的借口。 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 外交部:对巴基斯坦卡拉奇购物中心火灾遇难者表示深切哀悼 巴基斯坦警方日前表示,巴南部信德省首府卡拉奇购物中心17日火灾造成的死亡人数已升至60人。外交部发言人郭嘉昆22日在例行记者 ...
集体拉升!商业航天,突传重磅消息
证券时报· 2026-01-22 08:05
Core Viewpoint - The commercial aerospace sector is experiencing a significant resurgence, driven by multiple positive developments including SpaceX's potential IPO and advancements in domestic rocket launch capabilities [1][3][4]. Group 1: Market Performance - Commercial aerospace stocks saw a substantial increase, with the sector rising over 3% in a single day, and over 20 related stocks hitting their daily limit or increasing by more than 10% [3]. - The sector's growth is supported by the inclusion of "accelerating the construction of a space power" in the national five-year plan, marking a strategic focus on commercial aerospace [3]. Group 2: Key Developments - SpaceX is reportedly moving towards an IPO, aiming to complete it by July, which could provide significant capital for its AI initiatives [6][7][12]. - The construction of China's first offshore liquid rocket launch recovery test platform is underway, with a mainstream commercial liquid rocket set to conduct its launch recovery test soon [3][4]. Group 3: Future Outlook - The third Beijing Commercial Aerospace Industry High-Quality Development Promotion Conference is scheduled for January 23-24, focusing on technological trends and industry development [4]. - By 2025, commercial aerospace in China is projected to complete 50 launches, accounting for 54% of the total annual space launches, with a significant number of satellites expected to be deployed [4]. Group 4: Investment Insights - Analysts suggest that the commercial aerospace industry is entering a golden era, with both demand and supply sides driving growth, particularly in satellite manufacturing and launch services [5]. - The rapid development of reusable rocket technology is expected to significantly reduce satellite deployment costs, making it a key focus for the industry [3][4].
罗永浩713万元股权被冻结
证券时报· 2026-01-22 08:05
1月20日,罗永浩新增一则股权冻结信息,股权所在企业为锤子科技(成都)股份有限公司, 冻结股权数额超过713万元人民币,冻结期限自2026年1月20日至2029年1月19日,执行法 院为北京市丰台区人民法院。 工商信息显示,锤子科技(成都)股份有限公司成立于2012年5月,法定代表人为管志良, 注册资本约3149.8万人民币,经营范围含基础软件服务、应用软件服务、组织文化艺术交流 活动、维修通讯设备、生产手机等。 责编:叶舒筠 校对: 李凌锋 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 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 特朗普取消对欧关税威胁!美股收高! 丨 回应一切!刚刚,特朗普发声! 丨 深夜,长和紧急公 告! 丨 白银基金将停牌一天,目前溢价已超50% 丨 5连跌停!10倍大牛股,去年业绩预亏!还有 这些公司→ 丨 603616,筹划重大资产重组! 丨 两大龙头 ...
俄罗斯遭大规模袭击
证券时报· 2026-01-22 08:05
乌克兰方面对此暂无回应。 目前,码头区域内发生火灾,四个装有石油产品的储罐起火,有97名救援人员和29台设备正 在现场进行灭火工作。 来源:央视新闻 责编:叶舒筠 校对: 李凌锋 央视新闻消息,当地时间21日,俄罗斯克拉斯诺达尔边疆区行政长官发布消息称,当地再次 遭到乌克兰无人机大规模袭击。当天晚上,捷姆留克区沃尔纳镇的港口码头设施遭到袭击。 据初步统计,有2名港口企业员工遇难,另有数人受伤。 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 特朗普取消对欧关税威胁!美股收高! 丨 回应一切!刚刚,特朗普发声! 丨 深夜,长和紧急公 告! 丨 白银基金将停牌一天,目前溢价已超50% 丨 5连跌停!10倍大牛股,去年业绩预亏!还有 这些公司→ 丨 603616,筹划重大资产重组! 丨 两大龙头爆发!688041,创历史新高 丨 特朗普称 联合国可能被取代?中方回应! 丨 个股涨停潮!热门赛道,爆发! 丨 昨夜,美国"股汇债"三杀 丨 深夜,欧美股市大跌!"夺岛"争端愈演愈烈 丨 301023,重大资产重组!不停牌! 证 券 时 报 新 媒 ...