中国基金报
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“高市得罪另一个邻国”
中国基金报· 2025-12-23 03:35
Group 1 - The article discusses the provocative remarks made by Japan's Minister of Internal Affairs and Communications, Takashi Sawa, regarding territorial disputes with South Korea, specifically about the islands known as Takeshima in Japan and Dokdo in South Korea, which he claims as Japanese territory [2] - The timing of Sawa's statements is questioned, suggesting they are politically motivated rather than based on policy considerations, potentially distracting from domestic issues in Japan [2] - The article emphasizes that public support is a fleeting snapshot of public sentiment and does not objectively measure policy effectiveness or governance, indicating that provocative rhetoric cannot replace tangible policy outcomes [2]
中国矿企出海丨万里之外,黄金时代
中国基金报· 2025-12-23 02:23
【 题记 】 金银璀璨,铜锂喷涌,国际大宗商品市场正经历新一轮价格浪潮。在这牵动全球神经的曲线背后,中国矿企的处境较20年前 已 天翻地覆。从刚果河畔到南非盆地,一座座现代化矿山与冶炼基地拔地而起,它们不仅为动荡的世界经济注入了稀缺的"稳定器",更将中 国发展的需求与非洲大陆崛起的渴望紧密相连。 中国基金报记者 邵好 赵心怡 在南非约翰内斯堡以西180公里处、TAU矿井下方17 34 米的深处,一位年轻矿工热情地向记者打招呼:"你好!"几年前,他还只是一个 为生计而忧心忡忡的街头青年;如今,他已然成为矿山的技术骨干。凭借在这里所学的技能,他不仅让全家人住进了新房,更助力妹妹圆 了 上学 梦。 ( 矿工为记者介绍TAU矿井下情况 ) TAU矿隔壁的CAPM奥尼金矿西选厂 ( 以下简称西选厂 )," 90后 " 的伟锋结束了休假回到厂区,"报平安"电话那头,两岁的孩子在万 里之外咿咿呀呀地喊着"爸爸"。他笑了笑,把目光投向窗外:那里,有他参与的矿井正昼夜不息地将矿石提升到地面,矿石中蕴藏的黄 金,已在全球炙手可热。 个体的命运转折,正与更宏大的叙事同频共振。当G20峰会聚焦于包容性增长之际,非洲与中国携手推进的, ...
官方通报南京博物院事件
中国基金报· 2025-12-23 02:23
Core Viewpoint - The Nanjing Museum is under investigation by the National Cultural Heritage Administration regarding the management of its artifacts, particularly concerning the controversy surrounding the auction of a Ming Dynasty painting attributed to Qiu Ying [2][3]. Group 1: Investigation and Legal Proceedings - The Nanjing Museum received two court summons related to a "donation contract dispute" involving Ms. Pang Shuling since November 2024 [3][5]. - The museum officially accepted 137 paintings donated by Mr. Pang Zenghe (Ms. Pang Shuling's father) in January 1959 [3][5]. - Five disputed paintings mentioned in media reports were identified as "forgeries" by expert groups in 1961 and 1964 [3][5]. Group 2: Actions and Future Steps - The museum has initiated an investigation into the handling of the five disputed paintings and will cooperate with legal proceedings [3][5]. - If any illegal or irregular actions are discovered during the disposal of these paintings, the museum will work with relevant authorities for serious handling according to the law [3][5]. - The museum aims to enhance the management of donated items and its collection of artifacts moving forward [3][5].
智元机器人,核心数据曝光!
中国基金报· 2025-12-23 00:23
Core Viewpoint - The core viewpoint of the article is that the embodied intelligence industry is expected to experience rapid growth, with companies like Zhiyuan Robotics projecting significant sales and production increases by 2025, potentially exceeding 1 billion yuan in revenue and 5,000 units sold [2][5]. Group 1: Company Projections - Zhiyuan Robotics anticipates that by 2025, its sales revenue will exceed 1 billion yuan, with a production volume of over 5,000 units [2][5]. - The company has achieved a valuation at the unicorn level, indicating strong market confidence and growth potential [2]. - The sales revenue of Zhiyuan Robotics is projected to grow from several hundred thousand yuan in 2023 to several million yuan in 2024, and then to over 1 billion yuan in 2025 [5]. Group 2: Industry Growth and Market Potential - The embodied intelligence market is expected to surpass the smartphone market in terms of space and potential, becoming a significant product in the industrial sector [5]. - The industry is recognized for its rapid development, with a consensus among experts that technological advancements will outpace current capabilities by 2026 [7]. - The domestic robot rental market is projected to exceed 1 billion yuan by 2025, with expectations of reaching at least 10 billion yuan by 2026 [9][13]. Group 3: Business Model and Market Trends - The rapid development of the robot industry is closely linked to innovations in business models, which help to better integrate new technologies into user scenarios [10]. - Commercial rental is identified as a key pathway for the rapid growth of the robotics industry, with platforms like Qingtian Rental facilitating this transition [11]. - Qingtian Rental aims to establish a comprehensive rental ecosystem, with plans to introduce over 10 manufacturers and 200 service providers by 2026 [14].
富豪下场,千亿美元收购案大消息!
中国基金报· 2025-12-23 00:23
【导读】美股三大指数集体收涨 中国基金报记者 伊万 美东时间12月22日,美股三大指数集体收涨,开启了"圣诞老人行情"。 这位富豪下场了,华纳兄弟探索公司千亿美元收购案最新消息! 贵金属大爆发!黄金、白银齐齐创历史新高!铂金也逼近历史高点。 美股三大指数集体收涨 美东时间12月22日,临近假日,美股交投清淡,主要指数集体上涨。美股三大指数已连涨三日。 截至收盘,道指涨0.47%,报48362.68点;标普500指数涨0.64%,报6878.49点;纳指涨0.52%,报23428.83点。 默克涨超3%,摩根大通涨近2%,领涨道指。 贵金属近日表现火热,现货黄金和现货白银双双创历史新高。 12月22日美股盘中,现货黄金涨2.48%至4449.18美元/盎司,创历史新高,全天持续走高。现货白银涨2.79%,报69.0304美元/盎司, 之后持续上涨,触及69.4549美元的历史新高。 截至发稿,现货黄金和现货白银仍在上涨。 消息面上,美国总统特朗普将在明年1月第一周指定美联储新主席人选。鲍威尔的四年主席任期将于明年5月届满,特朗普此前表示,他希 望选择一位支持增长友好型货币政策的继任者。 美联储理事米兰表示,如果 ...
快手:已报警
中国基金报· 2025-12-23 00:23
来源:长安街知事 针对22日晚平台异常情况,快手回应 长安街知事(微信ID:Capitalnews) ,当晚22时左右,平 台遭到黑灰产攻击,目前已紧急处理修复中,平台坚决抵制违规内容,相应情况已上报给相关部门,并 向公安机关报警。 12月22日晚,众多网友反映快手直播间出现大量色情内容,包括播放淫秽影片、主播擦边低俗表演 等,有的直播间直播观看人数上万。 ...
深夜!暴雷!
中国基金报· 2025-12-22 16:17
【导读】祥源文旅、交建股份同步公告,公司实控人俞发祥涉嫌犯罪,被绍兴市公安局采取刑事强制措施;美股小幅上涨 中国基金报记者 泰勒 大家好,今晚继续关注海内外市场的消息。 暴雷!三家公司同时发布公告 实控人被采取刑事强制措施 12月22日晚间,A股两家上市公司—— 交建股份、祥源文旅,港股公司 海昌海洋公园,同步发布公告, 公司实控人俞发祥因涉嫌犯罪, 被绍兴市公安局采取刑事强制措施, 案件正在调查过程中。 自11月28日起,浙江浙金资产运营股份有限公司(原名浙江金融资产交易中心股份有限公司,以下简称浙金中心)平台上,由祥源控股及 其实控人俞发祥提供连带责任担保的多款金融资产收益权产品陆续出现到期无法兑付或无法兑付收益的情况。 据多家媒体报道,这些待兑付资金规模达百亿元以上。涉及产品数量超过200款,总交易规模超过百亿元,产品到期日为今年12月至明年4 月不等。 12月16日,祥源文旅和交建股份公告称,前者超6亿股、后者2.74亿股股份被司法冻结、轮候冻结及司法标记,均因祥源控股债务纠纷。 绍兴市已组建工作组进驻祥源控股帮扶。两公司均表示实控人及控股股东与公司保持独立,但股份高比例冻结可能影响公司控制权稳定 性 ...
300941,实控人被立案、留置!
中国基金报· 2025-12-22 16:04
Core Viewpoint - The actual controller of Chuangshi Technology, Zhang Gengsheng, has been placed under investigation and detention, which raises concerns about the company's governance and operational stability [2][4]. Group 1: Investigation and Governance - On December 22, Chuangshi Technology announced that its controlling shareholder and actual controller, Zhang Gengsheng, has been placed under investigation and detention by the Zouping Municipal Supervisory Committee [4]. - Zhang Gengsheng resigned from his positions as director and chairman of the company on May 17, 2025, and currently does not hold any director or senior management positions [7]. - The company stated that its board of directors and senior management are functioning normally, and the governance structure and internal control mechanisms are sound, indicating that the investigation will not significantly impact the company's operations [7]. Group 2: Shareholding and Financial Performance - As of the end of the third quarter, Zhang Gengsheng held 69.962 million shares, accounting for 34.17% of the total shares, making him the largest shareholder of Chuangshi Technology [10]. - In the first three quarters, the company achieved operating revenue of 156 million yuan, a year-on-year increase of 15.45%, while the net profit attributable to shareholders decreased by 45.84% to 15.326 million yuan [12]. - The basic earnings per share were 0.08 yuan, down 42.86% year-on-year [12]. Group 3: Market Performance - As of December 22, the stock price of Chuangshi Technology was 28.87 yuan per share, with a total market capitalization of 5.911 billion yuan [14]. - The company's stock has shown volatility, with a 52-week high of 34.82 yuan and a low of 16.36 yuan [15].
复牌!603305,拟易主国资
中国基金报· 2025-12-22 16:04
Core Viewpoint - The acquisition of controlling interest in Xusheng Group by Guangzhou Industrial Investment Holding Group marks a significant shift in ownership, with the ultimate controller becoming the Guangzhou Municipal Government [3][10][12]. Group 1: Ownership Change - Xusheng Group announced that its controlling shareholder will change to Guangzhou Industrial Investment Holding Group, effective from December 23 [3][10]. - The total consideration for the transaction is 4.295 billion yuan, with Guangzhou Industrial Investment Group acquiring 27.0455% of Xusheng Group's shares post-transaction [9][12]. - The shareholding structure will see Xu Xudong's stake decrease from 10.0238% to 7.5232%, while the combined stake of Guangzhou Industrial Investment Group and its affiliates will increase significantly [13]. Group 2: Financial Performance - For the first three quarters of 2025, Xusheng Group reported revenue of 3.226 billion yuan, a year-on-year decrease of 1.48%, and a net profit of approximately 300 million yuan, down 7.16% [16][17]. - The basic earnings per share for the current period is 0.10 yuan, reflecting a decrease of 11.43% compared to the previous year [17]. Group 3: Future Commitments - Xu Xudong and his affiliates have committed to ensuring that the cumulative net profit excluding non-recurring gains for 2026, 2027, and 2028 will not be less than 1.5 billion yuan, with a minimum of 400 million yuan for 2026 [19]. Group 4: Strategic Intent - Guangzhou Industrial Investment Group aims to leverage Xusheng Group as a platform to enhance the industrial chain in the new energy vehicle sector, focusing on building a closed-loop industrial ecosystem [15]. - The group has a history of being a leading industrial investment company and has been listed in the Fortune Global 500 for three consecutive years [15].
300585,控制权或生变!停牌!
中国基金报· 2025-12-22 16:04
Core Viewpoint - Aolian Electronics' controlling shareholder, Guangxi Ruiying Asset Management Co., Ltd., is planning to transfer part of its shares, which may lead to a change in the company's controlling shareholder and actual controller [2][4]. Group 1: Shareholder Information - As of the end of Q3, Guangxi Ruiying holds 51,911,111 shares, accounting for 30.34% of Aolian Electronics [5]. - The market value of Guangxi Ruiying's shares is approximately 900 million yuan [6]. - Other significant shareholders include Liu Junsheng with 10.91% and He Haibo with 1.26% [6]. Group 2: Company Operations - Aolian Electronics focuses on automotive power electronic control components, with products including electronic throttle assemblies, shift controllers, and body control components [7]. - The company has recently turned a profit, reporting a net profit of 0.01 billion yuan for the first three quarters, a significant improvement compared to the previous year [8]. Group 3: Stock Suspension - Aolian Electronics' stock was suspended from trading starting December 22 due to the ongoing negotiations regarding the share transfer, with an expected suspension period of no more than two trading days [4]. - The company will disclose further information as the situation develops [4].