Workflow
财联社
icon
Search documents
王毅就中日关系重申严正立场
财联社· 2026-02-14 13:52
据央视新闻,当地时间2026年2月14日,中共中央政治局委员、外交部长王毅出席慕尼黑安全会议,在"中国专场"发表演讲并回答现场提 问。 王毅强调,日本领导人在台湾问题上的错误言论,暴露了日本侵略殖民台湾的野心未泯、复活军国主义的阴魂不散。日本当年就是以所 谓"危机存亡事态"为由,对中国发动侵略,对美国珍珠港实施袭击的。殷鉴不远,不得不察。如果不思悔改,势必重蹈覆辙,善良的人们应 当警惕了。首先要提醒日本人民,不要再次被极右势力和极端思潮所蒙蔽裹胁。一切爱好和平的国家也要对日本发出警示:如果要走回头 路,那是自取灭亡。如果再赌一次,只能败得更快,输得更惨! 被问及中国对亚太地区紧张局势重新升级承担什么责任,王毅表示,我不认同亚太局势日趋紧张。环顾世界,只有亚洲仍然保持着总体和 平。即便前不久柬泰边界出现的局部冲突,也在各方努力下很快得到平息,中方也在其中发挥了作用。中国已经成为亚洲和平的中流砥柱。 作为当今世界上重要的和平力量,中国将继续为地区的和平稳定发挥建设性作用。 王毅说,亚洲地区也并非一帆风顺、风平浪静,现在要警惕日本最近出现的危险动向。日本现职首相竟然公开声称,台海有事就构成日本可 以行使集体自卫权的 ...
连续3年财务造假,终止上市
财联社· 2026-02-14 13:13
2022年,虚增营业收入3.12亿元,占当年营业收入的51.67%,虚增营业成本3.05亿元,占当年营业成本的53.54%,虚增利润总额51.04 万元,占当年利润总额绝对值的0.33%; 2023年,虚增营业收入4586.94万元,占当年营业收入的24.00%,虚增营业成本4522.79万元,占当年营业成本的27.55%。安徽监管局 对公司责令改正,给予警告,并处以1000万元罚款。 *ST立方今日公告称, 公司于2月14日收到深圳证券交易所下发的《事先告知书》,拟决定终止公司股票上市交易。 告知书指出, 公司2021年至2023年年度报告信息披露存在虚假记载,2021年和2022年连续两年存在虚假记载的营业收入金额合计达到5 亿元以上,且超过该两年披露的年度营业收入合计金额的50%。公司股票将于2月24日起停牌。 此外,公司同日公告称,收到中国证券监督管理委员会安徽监管局下发的《行政处罚决定书》,其中指出,公司通过开展代理业务、融资性 贸易、虚假贸易虚增营业收入、营业成本、利润总额,导致2021年至2023年年度报告存在虚假记载。 其中,2021年,虚增营业收入2.8亿元,占当年营业收入的50.09%,虚 ...
2026年私募调研十大个股出炉
财联社· 2026-02-14 12:19
Core Insights - The article highlights the increasing enthusiasm of private equity firms in conducting research on A-share companies, particularly in strategic emerging industries such as new energy, high-end manufacturing, artificial intelligence, and semiconductors as the 2026 Spring Festival approaches [1] Group 1: Private Equity Research Trends - A total of 874 private equity firms have participated in A-share market research, covering 501 stocks across 28 industries, with a total of 2,845 research instances recorded as of February 14, 2026, indicating strong research interest at the beginning of the year [1] - Notable private equity giants, including Freshwater Spring, Gao Yi Asset, and Panjing Investment, have collectively focused their research efforts on sectors like new energy and high-end manufacturing [1] Group 2: Focused Research on Specific Stocks - 84 stocks have received at least 10 research instances from private equity firms, with Dajin Heavy Industry leading the list with 64 instances, making it the most researched A-share [2] - Other notable companies include Dike Co. and Tian Shun Wind Power, which received 41 and 33 research instances respectively, focusing on topics such as European offshore wind power growth and the impact of rising silver prices on performance [2][3] Group 3: Industry Distribution of Research - The mechanical equipment industry leads with 452 research instances, followed closely by the computer industry with 432 instances, indicating a strong interest in technology and high-end manufacturing sectors [5] - The electrical equipment, pharmaceutical, automotive, and basic chemical industries also received significant attention, each with over 100 research instances, reflecting a diversified investment approach with a focus on technology and manufacturing [5] Group 4: Active Private Equity Firms - 61 private equity firms have conducted at least 10 research instances, with 20 of them being large-scale firms, showcasing active engagement in the market [6] - Zhengyuan Investment leads with 53 research instances, focusing heavily on the computer industry, while other firms like Freshwater Spring and Gao Yi Asset have also shown significant research activity [7][8] Group 5: Market Outlook from Private Equity Firms - Several large private equity firms have expressed cautious optimism regarding the 2026 market outlook, emphasizing the importance of structural and performance-driven opportunities [9] - Freshwater Spring noted the strong performance of precious metals and industrial metals in 2025, suggesting that related industries may present investment opportunities in the current market [10] - Star Stone Investment anticipates a systemic revaluation of core Chinese assets, focusing on high-growth sectors such as artificial intelligence and high-end equipment manufacturing [11]
“杭州六小龙”之一,IPO获证监会备案
财联社· 2026-02-14 11:26
据中国证监会官网显示, Manycore Tech Inc.(群核科技)获得中国证监会境外发行上市备案通知书。 该公司拟发行不超过约3.12亿股境 外上市普通股并在香港联合交易所上市,摩根大通、建银国际为联席保荐人。 这意味着, 这家全球空间智能独角兽公司的赴港IPO之路迈出了关键一步,群核科技亦有望成为"杭州六小龙"中首家上市公司 。 群核科技旗下拥有全球最大的空间设计平台酷家乐及其海外版Coohom、面向室内环境AI开发的下一代空间智能解决方案群核空间智能平台 SpatialVerse,产品适用于具身人工智能训练、电子商务产品展示等虚拟环境。2025年,群核科技还推出了Aholo空间智能开放平台。 目前,在具身智能领域,SpatialVerse已与智元机器人、银河通用、穹彻智能、智平方、松应科技等企业达成合作。 据招股书显示,2025年上半年公司实现扭亏为盈,经调整净利润1783万元。而在2022年、2023年、2024年的经调整净亏分别为3.38 亿、2.42亿、0.7亿元。 在营收方面,群核科技由2022年的人民币6.01亿增长10.5%至2023年的6.64亿元,并进一步增加13.8%至2024年的 ...
字节跳动,多款云端芯片已量产部署
财联社· 2026-02-14 10:46
Core Viewpoint - ByteDance's chip research and development team is set to begin large-scale recruitment, focusing on custom hardware design and optimization for its business needs [1] Group 1: Recruitment and Team Focus - The chip R&D team at ByteDance is currently centered on the chip design phase, aiming to develop multiple complex chips using advanced semiconductor processes for cloud scenarios [1] - The team has successfully completed multiple initial tape-outs and several early projects have entered mass production, covering various mainstream advanced process nodes [1] Group 2: Performance and Cost Efficiency - The development of these chips is intended to enhance performance and reduce computing costs, indicating a strategic move towards improving operational efficiency [1] - The overall pace of research and implementation is reported to be steadily advancing, reflecting a commitment to innovation in hardware solutions [1]
字节被曝将出售沐瞳,金额或超414亿元
财联社· 2026-02-14 10:13
据21财经, 字节跳动近日被曝将沐瞳出售给沙特公共投资基金(PIF)下属Savvy Games Group公司,交易价格高于60亿美金(约合414.52亿元人民 币),预计二者将于今年2月签署股权收购协议(SPA)。 据悉,目前沐瞳主体及《Mobile Legends: Bang Bang》(决胜巅峰,简称MLBB)已确认在购买范围内,其余被收购的项目还包括上海工作室的俯视 角射击游戏《头号禁区》、一个ARPG竞技游戏、一个PC端动作游戏、一个PvPvE休闲竞技游戏、一个DC IP的Team RPG《代号A02》、广州 Lighthouse工作室等。 ...
阿里巴巴、抖音、百度、腾讯、京东、美团、淘宝闪购被约谈
财联社· 2026-02-14 09:08
Group 1 - The State Administration for Market Regulation (SAMR) held discussions with major platform companies including Alibaba, Douyin, Baidu, Tencent, JD.com, Meituan, and Taobao Shanguo, emphasizing the need to comply with various laws such as the Anti-Unfair Competition Law, Price Law, Consumer Rights Protection Law, and E-commerce Law [1] - SAMR urged these platform companies to take proactive responsibility and further standardize promotional activities on their platforms [1] - The regulatory body reminded the relevant platform companies to eliminate all forms of "involution" competition to maintain a fair competitive market environment, promoting innovation and healthy development in the platform economy [2]
比特币,或“腰斩”至31000美元
财联社· 2026-02-14 08:55
Core Viewpoint - The largest cryptocurrency, Bitcoin, is facing potential further declines, with predictions suggesting it could drop to $31,000 if the current bear market evolves into a full-blown winter [2][4]. Group 1: Current Market Analysis - Bitcoin is currently trading near $69,000, having fallen approximately 45% from its peak of $126,199 last October [2]. - If Bitcoin were to decline to $31,000, it would represent an additional drop of about 55% from current levels [2]. - Historical analysis indicates that previous Bitcoin winters have seen average declines of 70% to 75% from peak to trough [4]. Group 2: Historical Context - The average decline during past Bitcoin winters since 2011 has been 84% [5]. - The average duration of these winters is around 225 days, while the current downturn has lasted only 129 days [6]. Group 3: Market Sentiment and Predictions - There is a growing bearish sentiment in the market, with Standard Chartered's digital asset research head predicting Bitcoin could fall to $50,000 or lower if selling pressure continues [9]. - Zacks Investment Research's chief strategist speculates that Bitcoin might drop to $40,000, given that previous crypto winters have lasted over a year [10]. - Stifel has forecasted that the current decline could push Bitcoin's price down to around $38,000 [11].
钨价开启“跳涨模式”
财联社· 2026-02-14 08:10
Core Viewpoint - The tungsten price has surged significantly since the beginning of the year, driven by supply constraints and increased demand from downstream industries, leading to a "jumping price mode" in the market [1][2]. Supply and Demand Dynamics - As of February 12, the average price of black tungsten concentrate (≥65%) reached 696,000 yuan per ton, reflecting a year-to-date increase of approximately 51.6% [2]. - The domestic supply of tungsten has decreased by about one-third to one-fourth due to intensified crackdowns on illegal mining activities, which has contributed to the current price surge [5][6]. - The actual annual supply of tungsten ore in China is estimated to be around 120,000 to 130,000 tons, with about 20% of this supply being unregulated and thus not circulating in the market [6][7]. Impact on Downstream Industries - The rapid price increase has led to a trust crisis in the spot market, with some downstream companies facing difficulties in fulfilling contracts due to soaring prices [4][9]. - Major tungsten companies, including Xiamen Tungsten (600549.SH) and Zhongtung High-tech (000657.SZ), have issued multiple price increase notifications this year, reflecting the upward pressure on prices [1][5]. - The cost of tungsten in the manufacturing of tools is relatively low, accounting for about 10%-15% of the total cost, which may limit the impact of price increases on end products [12]. Market Sentiment and Future Outlook - Industry experts express mixed sentiments about the sustainability of the current price levels, with some predicting potential adjustments in the near future due to extreme market emotions [14][15]. - The ongoing supply constraints, coupled with the increasing demand from traditional and emerging sectors, suggest that tungsten prices may remain elevated in the medium to long term [13][14]. - The tightening of mining quotas and the limited new production capacity are expected to keep the supply-demand imbalance unresolved in the short term [13][14].
中方:将对53个非洲建交国全面实施零关税
财联社· 2026-02-14 07:29
据 央视新闻 ,中方将于2026年5月1日起对53个非洲建交国全面实施零关税举措,同时继续推动商签共同发展经济伙伴关系协定,并通过升级"绿色 通道"等进一步扩大非洲输华产品准入。 ...