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科技利好!深圳重大发布!
证券时报· 2026-01-22 04:23
Core Viewpoint - The insurance industry acts as a stabilizer for social and economic development, providing risk protection for technology research, results transformation, and industry promotion, especially in the context of rapid technological innovation [1]. Group 1: Action Plan Overview - On January 22, the Shenzhen Municipal Financial Management Bureau released the "Action Plan for the Insurance Industry to Support Technological Innovation and Industrial Development (2026-2028)", which includes sixteen policies covering multiple emerging technology fields [2]. - The plan aims for an average annual growth rate of over 10% in technology insurance premium income by the end of 2028, providing over 5 trillion yuan in risk protection for technology enterprises each year [2]. - The total assets of insurance legal entities in Shenzhen are expected to exceed 11 trillion yuan, with three-year premium income surpassing 700 billion yuan [2]. Group 2: Customized Insurance Services - The plan highlights the development of tailored insurance services for emerging technology fields such as artificial intelligence and low-altitude economy, encouraging insurance institutions to innovate products that meet industry needs [4]. - It promotes research in cutting-edge technologies like humanoid robots, quantum technology, commercial aerospace, and brain-machine engineering, and encourages the development of inclusive technology insurance products [4]. Group 3: Low-altitude Economy and AI Insurance - The plan accelerates the development of low-altitude insurance, including mandatory insurance for drones and the establishment of a classification management system for drones [5]. - It encourages insurance institutions to develop commercial insurance products for high-risk scenarios in low-altitude logistics and eVTOL [5]. - For artificial intelligence, the plan supports the establishment of innovation centers and the development of comprehensive insurance solutions covering risks related to computing power, cybersecurity, and data security [4]. Group 4: Cross-border Insurance and International Cooperation - The plan emphasizes strengthening cooperation between Shenzhen and Hong Kong in the insurance sector, supporting the development of medical and pension insurance products with characteristics of the Greater Bay Area [7]. - It aims to enhance insurance protection for enterprises going abroad, utilizing export credit insurance policies and promoting comprehensive service systems for overseas operations [8]. Group 5: Expansion and Quality Development of the Insurance Industry - The plan supports the establishment of subsidiaries by domestic and foreign insurance institutions in areas such as asset management, industrial investment, and healthcare [9]. - It encourages insurance institutions to explore the establishment of innovation centers focused on key sectors and to enhance data cooperation with key industries [9].
张建龙被查
证券时报· 2026-01-22 04:23
责编:叶舒筠 校对: 李凌锋 自然资源部原党组成员,国家林业和草原局原党组书记、局长张建龙涉嫌严重违纪违法,目 前正接受中央纪委国家监委纪律审查和监察调查。 来源:央视新闻 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 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 ...
“投资铜条”刷屏!机构有不同看法!
证券时报· 2026-01-22 04:23
Core Viewpoint - The geopolitical environment has become increasingly complex, leading to a rise in precious and non-ferrous metals prices, with investors seeking alternatives like "investment copper bars" as gold prices reach new highs [1][4]. Group 1: Investment Copper Bars - "Investment copper bars" are not standard investment products and are difficult to liquidate, making them less favorable compared to standard investment options like ETFs [2][4]. - The price of copper has seen a significant increase, with a year-on-year rise of over 33%, and recent peaks reaching $13,407 per ton on the London Metal Exchange [4]. Group 2: Non-Ferrous Metal ETFs - Non-ferrous metal-themed ETFs have outperformed copper itself, with a growth rate exceeding 120% since last year, compared to copper's 33% increase [3][6]. - The demand for copper and aluminum is expected to rise due to emerging sectors like AI data centers, which will support long-term price increases [5][6]. Group 3: Market Dynamics and Supply Constraints - Recent adjustments in trading margins and limits by exchanges aim to stabilize the market amid high volatility in metal prices [7]. - The supply of non-ferrous metals is unlikely to increase rapidly due to the long lead times required for new mining projects, which can take 5-10 years to develop [7]. Group 4: Geopolitical and Economic Factors - Geopolitical risks, along with a re-evaluation of the dollar's credibility and potential liquidity expansion, are expected to enhance the strategic value of precious and non-ferrous metals as hedging assets [8].
索要股权市值近2.8亿元!申通快递创始人被前夫起诉
证券时报· 2026-01-22 04:23
1月21日晚间,申通快递(002468)发布诉讼事项公告,披露公司近日收到浙江省玉环市人民法 院送达的《 民事起诉状 》《应诉通知书》等诉讼材料,自然人奚春阳以股东资格确认纠纷为 由,将申通快递及公司实际控制人之一陈小英列为被告及第三人提起民事诉讼。 公告显示,本 次诉讼的核心争议围绕股份归属展开。原告奚春阳在诉讼请求中明确,请求法院判 令确认登记在第三人陈小英名下的4056.85万股申通快递股份(持股比例2.65%)中的2028.42万 股归其所有;同时要求申通快递及陈小英就该部分股票向中登公司办理非交易过户手续,并由公司 与陈小英共同承担本案案件受理费。 | 002400 中进伏迈 | | | | | | | | -0.29% | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 已收市 CNY | | | | | | | 融 语 ■ 自元 + | | | 三十 | 35.11% ई | | 1173 | 行情分析 | | | 深度分析 | | | ฐ日 | 13.83 | 526 | | PF TTM | | 18.45 PB | | 2 ...
苹果官宣:最高降价1000元!
证券时报· 2026-01-22 04:23
苹果中国官网最新上线新春限时优惠活动。 用户于2026年1月24日0时1分至1月27日23时59分以符合条件的支付方式购买iPhone、Mac、iPad和Apple Watch等指定产品最高立省1000元。但最 新发布的iPhone 17系列手机产品不在降价范围内。 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! 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。 ...
两只ETF,涨超4%!
证券时报· 2026-01-22 04:23
Core Viewpoint - The A-share market experienced a slight decline overall, with the construction materials sector standing out as a significant performer, showing a notable increase in the morning session [1][4]. Group 1: A-share Market Performance - The A-share market saw major indices decline moderately, with the construction materials sector leading the gains, rising over 3% [4]. - Key stocks in the construction materials sector included Keshun Co., which surged by 13.62%, and several others like Wanli Stone and Jiuding New Materials hitting the daily limit [4]. - Other sectors such as defense, oil and petrochemicals also saw gains exceeding 2% [5]. Group 2: ETF Market Highlights - Two Brazil-themed ETFs gained significant attention in the ETF market, both rising over 4% during the session [2][10]. - The strong performance of these ETFs is attributed to the robust performance of the Brazilian stock market, with the IBOVESPA index increasing by over 3% on January 21, 2026, and accumulating a rise of over 6% since the beginning of the year [10]. Group 3: New Stock Listing - A new stock, Guoliang New Materials, debuted in the A-share market, with its price soaring by as much as 219.14% during the morning session before retracting [14][15]. - Guoliang New Materials specializes in high-temperature industrial refractory materials and has established partnerships with several well-known steel companies [15].
摩尔线程发布业绩预告;三部门:创新企业CDR个税优惠延至2027年底……盘前重要消息还有这些
证券时报· 2026-01-22 00:12
Government Policies - The Ministry of Finance and two other departments announced a tax policy extension for individual investors transferring gains from CDRs of innovative enterprises, exempting personal income tax from January 1, 2026, to December 31, 2027 [2] - A notification was issued to address issues related to abnormally low government procurement prices, emphasizing the need for a comprehensive assessment of market conditions and setting reasonable maximum prices [2] - The "14th Five-Year Plan" in Suzhou aims to promote high-quality development in digital finance, expand the application of digital RMB, and support small and micro enterprises in financing [2] Industry Developments - Guangdong Province's government released policies to enhance the quality of transportation through AI, encouraging innovation in autonomous driving technologies and the establishment of regulatory platforms [3] - The Spring Festival travel period is expected to see record-high inter-regional mobility and passenger volumes in rail and air travel [2] Company News - Zhite New Materials may apply for a trading suspension if stock prices rise abnormally [5] - Hunan Silver's future market price for silver products remains uncertain [5] - Moore Threads anticipates revenue of 1.45 to 1.52 billion yuan in 2025, with a narrowing net loss [5] - Shanghai Yizhong expects a net profit growth of 760.18% to 903.54% in 2025 [5] - Jin'an Guoji forecasts a net profit increase of 655.53% to 871.4% in 2025 [5] - Limin Co. predicts a net profit growth of 471.55% to 514.57% in 2025 [5] - Baiao Intelligent expects a net profit increase of 228.34% to 337.79% in 2025 [5] - Dajin Heavy Industry forecasts a net profit growth of 121.58% to 153.23% in 2025 [5] - Juhua Co. anticipates an 80% to 101% increase in net profit for the 2025 fiscal year [5] - Ganli Pharmaceutical expects a net profit increase of 78.96% to 95.23% in 2025 [5]
时报观察|“万亿”之后城市发展更应着眼于产业变革
证券时报· 2026-01-22 00:12
事实上,多数名声响亮的城市早已跨过"万亿"门槛,朝着"两万亿""三万亿"稳步提升,京沪更是 双双跨入"五万亿"。当前,"腰部"城市是角逐"GDP万亿俱乐部"的主力。"十五五"伊始,仅江浙 地区就有数座城市为"'十五五'时期GDP突破'万亿'"立下军令状。 发展经验表明,"万亿"是城市综合实力的体现,关乎战略资源的配置和倾斜。在中国经济强大的 动能和韧性支持下,更多城市跨越"万亿"只是时间问题。但是,不论是新晋"万亿之城"还是"万 亿"潜力城市,都需要清醒地认识到,规模可以趋同,但定位难以复制。城市的核心竞争力在于 占据全球产业变革中的独特"赛道位"。未来的城市竞争,不再是简单的规模竞赛,而是能否在关 键新兴领域形成不可替代的产业集群和创新生态。 城市发展既要埋头干,也要抬头看。细致观察所处的区域"生态位",多数城市并非"C位"与核 心,而是不可或缺的节点。只有明确了自身在城市网络中的"链接强度",才能更好地配置资源、 深度参与国内国际双循环。 每年1月,是各地经济的"放榜"时刻。今年,"GDP万亿俱乐部"再度扩容,温州、大连、徐州新 晋"万亿之城"。至此,中国内地的"万亿"城市增至30座。 这一点在长三角地区 ...
“GDP万亿俱乐部”再添三城 专家倡言城市评价迈入“市值时代”
证券时报· 2026-01-22 00:12
Core Viewpoint - The article highlights the emergence of three new cities—Dalian, Xuzhou, and Wenzhou—joining China's "trillion-yuan club" by 2025, bringing the total number of such cities in mainland China to 30 [1][2]. Group 1: New "Trillion-Yuan Cities" - Wenzhou is set to surpass a GDP of 1 trillion yuan by 2025, becoming the third "trillion-yuan city" in Zhejiang province after Hangzhou and Ningbo [4]. - Xuzhou's GDP is projected to grow by approximately 5.8%, reaching 953.712 billion yuan in 2024, and is expected to cross the 1 trillion yuan mark in 2025, making it the sixth "trillion-yuan city" in Jiangsu province [5]. - Dalian anticipates a GDP growth of over 5.5%, with a projected GDP of 951.69 billion yuan in 2024, also expected to exceed 1 trillion yuan by 2025, marking a breakthrough for Northeast China [5]. Group 2: Common Characteristics and Development Strategies - The three new cities share a strong industrial foundation and leading industry clusters, such as Xuzhou's renowned engineering machinery cluster, Wenzhou's private economy-driven electrical and apparel industries, and Dalian's complete petrochemical industry chain [5][6]. - Experts emphasize the importance of "industry anchoring + institutional adaptation" for the success of these cities, highlighting the need for a flexible and efficient business environment [6]. - Each city has a unique positioning strategy: Wenzhou as a pioneer of private economy, Xuzhou as a leader in the Huaihai Economic Zone, and Dalian aiming to become a Northeast Asia international shipping center [6]. Group 3: Future Prospects and Competitors - Other cities are also vying to join the "trillion-yuan club," with potential candidates like Yancheng, Yangzhou, and Shaoxing in the Yangtze River Delta region aiming for this goal during the 14th Five-Year Plan period [10]. - Xiamen is projected to become the third "trillion-yuan city" in Fujian province by 2025, with a GDP of 858.901 billion yuan in 2024 [10]. - Shenyang is expected to become the second "trillion-yuan city" in Liaoning province, with a GDP of 902.71 billion yuan in 2024, indicating a high probability of surpassing the 1 trillion yuan mark during the 14th Five-Year Plan [10]. Group 4: Urban Development Evaluation System - The article calls for a re-evaluation of urban development metrics, moving beyond mere GDP figures to include quality indicators such as per capita GDP, total factor productivity, and green innovation intensity [12]. - It suggests incorporating metrics like the Gini coefficient of resident income and the number of patents per capita into the evaluation system for "trillion-yuan cities" to promote a shift from scale expansion to modernization focused on people [12]. - The transition from a "GDP era" to a "market value era" is proposed, where the total market value of listed companies in a city serves as a precise measure of development quality [13].
特朗普取消对欧关税威胁!美股收高!
证券时报· 2026-01-22 00:12
当地时间1月21日,美股三大指数收高。美国总统特朗普取消了针对欧洲的新关税,并称已达成关于格陵兰乃至整个北极地区未来 协议的框架。 道指涨588.64点,涨幅为1.21%,报49077.23点;纳指涨270.50点,涨幅为1.18%,报23224.82点;标普500指数涨78.76点,涨幅为1.16%,报 6875.62点。 特朗普取消因格陵兰岛问题对欧洲征收的关税 随着投资者在本周早些时候避险后重新涌入他们青睐的增长股,英伟达和AMD等科技股引领市场反弹。 特朗普还在达沃斯演讲中表示,他将要求国会实施其提出的10%的信用卡利率上限,鉴于立法者缺乏支持,这一前景尚不确定。不过特朗普的此 番评论推动银行股走高。花旗集团和第一资本金融公司各上涨约1%。 即使特朗普表示不会对格陵兰采取军事行动,但由于关税威胁,紧张局势仍然很高。 周三早些时候,欧洲立法者暂停了欧盟与美国于7月达成的贸易协议,当时正值格陵兰问题引发的关税紧张局势持续。特朗普上周末曾宣布,八 个北约成员国的商品将面临从2月1日开始征收10%的关税——随后在6月1日升至25%——直到达成购买格陵兰的协议。 特朗普在其Truth Social帖子中补充道: ...