Workflow
中国基金报
icon
Search documents
市场或将迎来第四家股份行AIC
中国基金报· 2025-12-22 16:04
同时,光大银行紧密围绕"五篇大文章"战略部署,充分发挥自身在科技金融领域的产品创新 优势和综合服务能力,不断推动股权投资与科技型企业信贷的联动,进一步提升服务实体经 济的质效。 此外,展望未来,光大银行还表示,公司将在"十五五"规划的战略引导下,重点聚焦人工智 能、生物制造、新材料、高端装备、新能源与半导体等"硬科技"赛道,不断深化自身服务内 涵,构建从初创投资到产业整合的全生命周期综合金融服务方案,通过强服务、强产品、强 生态、强行研、强数智的"五强"支撑体系,助力"科技-产业-金融"的良性循环。 或将迎来第四家股份行AIC 今年以来,在政策的鼓励下,AIC牌照扩容节奏持续加快。截至目前,已经有8家银行系AIC正 式运营。兴业银行、中信银行,以及招商银行三家股份制银行旗下AIC自11月起已陆续揭牌运 营。此外,10月底,邮储银行也宣布获批成立AIC,但暂未正式开业。 今年3月,为推动金融资源精准对接实体经济转型升级需求,国家金融监管总局发布上述《通 知》,明确支持符合条件的商业银行发起设立AIC;5月,金融监管部门进一步表态,将发起 设立AIC的主体范围扩展至符合条件的全国性商业银行,为银行系AIC扩容奠定 ...
闫维新最新发声,人形机器人未来六大发展方向!
中国基金报· 2025-12-22 16:02
Core Viewpoint - Humanoid robots are considered a significant direction in the Fourth Industrial Revolution, with potential development in six major areas: special operations, industrial collaboration, teaching and research, interactive services, household management, and elderly care [1][5][6]. Group 1: Development Characteristics - Humanoid robots are not limited by biological evolution and can perform complex tasks through parallel processing, which is a core advantage [2][4]. - They possess three key characteristics: stronger evolutionary capabilities, clear division of development labor, and a combination of high energy density and high power density for extended operation [4]. - The evolution of humanoid robots has gone through four generations: pure remote control, fixed trajectory movement, mobile + force control, and autonomous perception and decision-making [4]. Group 2: Future Development Directions - The six major development areas for humanoid robots include: 1. Special operations, replacing humans in hazardous tasks such as biochemistry and dangerous environments [6]. 2. Industrial collaboration, performing precise actions that traditional robots cannot achieve [6]. 3. Teaching and research, enhancing movement and decision-making capabilities [6]. 4. Interactive services, providing personalized services [6]. 5. Household management, although requiring safety and ethical constraints [6]. 6. Elderly care, focusing on rehabilitation and care for the elderly [6]. Group 3: Technical Integration and Future Prospects - Humanoid robots are seen as a convergence of multi-industry technologies, with their application scenarios still evolving as capabilities improve [6]. - The integration of tactile, visual, and force control is essential for tasks like assembly and cable handling, which require sophisticated coordination [7]. - Future advancements will focus on developing "smart hands" that can perform intricate tasks, such as cooking and elder care, with high tactile sensitivity and joint force perception [8].
最新!美军紧急出动F-16战机
中国基金报· 2025-12-22 14:12
来源:央视新闻客户端 美国空军第一航空队21日发布声明称,美国一架民用飞机当天侵入了位于佛罗里达州棕榈滩 上空的临时禁飞区。北美防空司令部出动F-16战机对该飞机进行拦截,并将其安全护送出该 区域。声明提醒民航飞行员,必须遵守美国联邦航空局发布的航行通告以及临时禁飞程序。 根据美国联邦航空局近期发布的航行通告,美东时间2025年12月19日23时30分至2026年1 月4日18时30分,西棕榈滩附近区域因"重要人物活动"临时禁飞。据了解,此类原因通常为 美国总统特朗普预留,预计他会在位于棕榈滩的海湖庄园度假。 ...
刚刚!日本,救市了!
中国基金报· 2025-12-22 14:12
Core Viewpoint - The Japanese government has signaled a potential intervention in the foreign exchange market to stabilize the yen, which has been experiencing volatility not aligned with economic fundamentals [2][4]. Group 1: Government Actions and Statements - Japanese Finance Minister Kato Saki has indicated that the government has "ample room" to take decisive action against speculative currency movements, particularly following the recent rapid depreciation of the yen [2]. - The joint statement with the U.S. Treasury emphasizes that while market forces should determine exchange rates, there is still room for intervention during periods of excessive volatility [4]. - Kato's comments suggest that Japan has received tacit approval from Washington to act without further consultation if necessary [4][5]. Group 2: Economic Context and Budget Plans - The Japanese government is expected to expand its budget significantly, with projections for the new fiscal year starting in April to exceed a record 120 trillion yen (approximately 760 billion USD), up from an initial budget of 115 trillion yen [7][8]. - The recent supplementary budget approved by the government, amounting to 18.3 trillion yen, is the largest since the easing of pandemic restrictions and includes various expenditures from price relief to security enhancements [8]. - Concerns over public finances have led to a rise in the 10-year Japanese government bond yield to 2.1%, the highest in 27 years, although Kato believes this is a temporary situation [9]. Group 3: Market Reactions - Following Kato's statements, the yen experienced a short-term increase in value against the dollar, indicating market sensitivity to government interventions [5]. - The current exchange rate for USD/JPY is approximately 157.09, reflecting a decrease of 0.4184% [6].
华为,最新发布!易烊千玺点赞!
中国基金报· 2025-12-22 13:30
Core Viewpoint - Huawei officially launched the nova 15 series and various new products, showcasing its advancements in smart office, audio-visual entertainment, and smart home applications, with over 32 million devices running HarmonyOS 5 and 6 [2] Group 1: nova 15 Series - The nova 15 series features upgraded front and rear imaging, stylish design, and deep integration with HarmonyOS, catering to young users' pursuit of individuality and self-expression [5] - The nova 15 Ultra and nova 15 Pro adopt a unique horizontal stacking design and are available in four colors: "Vibrant Green," "Stylish Purple," "Zero White," and "Mystic Black," balancing aesthetic design with durability [5] - The nova 15 Ultra introduces the "Maple Leaf" lens for enhanced imaging, improving color accuracy by 120% and providing the best selfie experience in the series' history [7] - The nova 15 series will be available for sale on December 25, 2025, with prices starting at 2699 yuan for the nova 15, 3499 yuan for the nova 15 Pro, and 4199 yuan for the nova 15 Ultra [7] Group 2: Huawei HarmonyOS Smart Home - Huawei's HarmonyOS Smart Home has achieved a market share that surpasses the combined total of the second to tenth competitors in the smart home sector, indicating its leading position in the industry [8] - The new "Xiao Yi" assistant features enhanced semantic understanding and natural voice control, allowing users to manage home lighting and create complex scene settings with simple voice commands [9] - The smart home ecosystem is supported by the powerful X2 Pro smart host, which enhances device collaboration and precision in multi-dimensional sensing [9] Group 3: Other Product Launches - The new Huawei MatePad 11.5 will be available starting at 1799 yuan, with educational discounts and promotional offers on launch day [11] - The Huawei WATCH 10th Anniversary edition will also launch on December 25, 2025, starting at 2799 yuan, while the Huawei WATCH GT 6 will be released on January 1, 2026, starting at 1488 yuan [12]
热搜第一!“进口抗癌假药”1500元一盒,有效成分却为0
中国基金报· 2025-12-22 13:30
【导读】安罗替尼境外"仿制药"为假药 自2018年获批上市以来,安罗替尼已累计获批9项适应症,目前有五大适应症(非小细胞肺 癌、小细胞肺癌、软组织肉瘤、甲状腺癌、甲状腺髓样癌)被纳入国家医保目录,还有2项适 应症已递交上市申请并获受理。 该款药物在纳入医保前,患者一个月要花1万元左右。纳入医保后,以职工医保为例,一个月 的花销降至1000元左右。 不过,由于部分适应症暂未纳入报销范畴,那些所患适应症暂未纳入报销的患者仍面临一定 的经济压力。部分患者急于寻求治疗希望,又被网络上宣传的"境外低价"所吸引,就试图通 过非正规渠道购买安罗替尼。 据正大天晴法务总监介绍,2023年底就陆续有患者反映,在微信朋友圈等网络渠道流传着进 口版"福可维",但企业并没有对海外进行相关授权。 中国基金报记者 卢鸰 2018年上映的电影《我不是药神》,现在有了一个完全不一样的现实版本,这次真的"不是 药神"。 12月22日下午,央视新闻曝光了一起代购的境外抗癌药有效成分为0的"假药案",此事一度 登上百度热搜榜第一。 盐酸安罗替尼胶囊(福可维®)是中国生物制药核心企业正大天晴历时十余年自主研发的1类 创新药,其化合物专利荣获"中国专 ...
突发公告!林健锋去世
中国基金报· 2025-12-22 12:52
【导读】盛祺信息监事长林健锋因突发疾病去世,享年54岁,曾是著名商战小说作家 中国基金报记者 晨曦 知名企业家、小说家林健锋,不幸去世! 12月22日,新三板公司盛祺信息发布公告称,公司监事会主席、监事林健锋先生于2025年 12月18日因突发疾病不幸去世。 2008年4月至2016年12月,林健锋任盛祺信息(有限公司)副总经理;2009年4月至2017 年6月,任盛祺信息(有限公司)董事;2017年6月以来,任盛祺信息(股份公司)监事会主 席。 据悉,盛祺信息成立于2002年,于2017年在全国中小企业股转中心挂牌。历经20年的发 展,公司从最初专注于资产信息化管理产品开发运营和服务,逐步发展成为一家围绕资产、 资金、资源等领域的管理监督,为用户信息化建设和信息化应用提供一揽子服务的综合性技 术公司。盛祺公司是全国最早的国有资产智能管理系统研发商之一、广东省"数字政府"国有 资产领域主要研发商和服务商。 盛祺信息称,林健锋作为公司监事会成员,在任职期间恪尽职守、勤勉尽责,为公司的发展 做出了重要贡献。公司董事、监事、高级管理人员及全体员工,对林健锋在任职期间的辛勤 付出和卓越贡献致以最崇高的敬意和最衷心的感 ...
全球顶尖科学家、金融机构、重磅耐心资本发声!
中国基金报· 2025-12-22 12:17
Group 1 - The forum held on December 19, 2023, focused on "Technology and Asset Management Empowering High-Quality Development," gathering around 150 professionals from various sectors, indicating a growing interest in the integration of technology in finance and asset management [2] - The Hong Kong government is actively working to create a more efficient and inclusive market environment by optimizing regulations, including shortening the stock settlement cycle to T+1 and expanding acceptable collateral types [7][8] - AI is being widely applied across banking, securities, insurance, asset management, and green finance in Hong Kong, enhancing operational efficiency and enriching service ecosystems [7] Group 2 - AI is significantly transforming the drug development process, with advancements in machine learning and data analysis leading to faster and more efficient drug discovery [10][14] - The use of AI in biomedicine has improved the efficiency of drug development, with AI-driven companies achieving remarkable progress, including the entry of four drugs into clinical stages within six years [14] - AI's ability to standardize and process vast amounts of biomedical data has expanded the potential for training models, increasing usable patient data from thousands to billions [14] Group 3 - The A-share market is experiencing a "slow bull" trend, supported by institutional investment, corporate earnings, and lower-than-expected tariff risks, with technology innovation attracting both domestic and international investors [15][17] - Key themes for investment in 2026 include exports, AI, "anti-involution" in certain industries, and the consumer sector, with performance being a critical driver for market dynamics [17] - The insurance asset management sector is evolving with AI, moving from subjective decision-making to systematic optimization under complex constraints, enhancing decision quality and risk management [20][21]
溢价率超47%!紧急提示风险
中国基金报· 2025-12-22 12:17
Core Viewpoint - The recent surge in the National Investment Silver LOF fund has led to a trading halt and a significant premium rate exceeding 47%, raising concerns about potential risks for investors who buy at high premiums [2][6][12]. Group 1: Market Performance - On December 22, the National Investment Silver LOF resumed trading after a 1.5-hour suspension, experiencing a rapid price increase, with a peak rise of over 8% before closing at a 10% gain [4][6]. - The fund's market price has increased by over 87% since November 25, with a closing price of 2.575 yuan and a trading volume of 1.331 billion yuan [6][4]. Group 2: Premium Rate and Risk Warnings - The premium rate for the National Investment Silver LOF reached 47.63%, prompting the fund company to issue 11 risk warning announcements since December 1, advising investors of potential losses if they invest blindly at high premiums [6][12]. - Industry experts indicate that the high premium is partly due to the fund's limited supply and the recent surge in silver prices, suggesting that the premium may quickly disappear if silver prices decline [13][12]. Group 3: Fund Management Adjustments - To mitigate the high premium, the fund company has adjusted the subscription limits for the National Investment Silver LOF, increasing the upper limit for A-class shares from 100 yuan to 500 yuan, while reducing the limit for C-class shares from 1000 yuan to 500 yuan [8][10]. - The adjustments aim to enhance the effective supply of shares in the market and provide a cooling mechanism for overheated trading sentiment [8][10]. Group 4: Operational Challenges - The fund has faced challenges due to frequent inflows and outflows of capital, which can significantly increase tracking errors and affect the fund's performance against its benchmark [10][11]. - The fund's investment in silver futures contracts means that large fluctuations in capital can lead to frequent portfolio adjustments, increasing transaction costs and impacting investor interests [10][11].
苹果,被罚超8亿!
中国基金报· 2025-12-22 11:40
Core Viewpoint - Apple Inc. has been fined over €98 million by the Italian Competition and Market Authority (AGCM) for abusing its market dominance through its App Tracking Transparency (ATT) policy, which is seen as limiting competition [2][6]. Group 1: Regulatory Actions - The Italian AGCM imposed a fine of €98,635,416.67 (approximately ¥814 million) on Apple for its ATT policy, which was deemed to restrict competition [6]. - Apple has faced multiple fines this year related to its iOS ecosystem and App Store rules, including a €150 million fine from France for similar reasons [9]. - The European Commission fined Apple €500 million for prohibiting developers from directing users to external subscription channels and charging high commissions [9]. Group 2: Details of the ATT Policy - The ATT policy requires third-party app developers to obtain explicit user consent to collect and link user data for advertising purposes, which the AGCM found to be overly restrictive [5]. - The design of the ATT pop-up does not comply with privacy regulations, leading developers to repeatedly request user authorization for the same data collection purpose [5][7]. - The AGCM criticized the dual authorization requirement as disproportionate and suggested that Apple could have optimized the design to allow single authorization while maintaining user privacy [7]. Group 3: Broader Implications - The ATT policy's restrictions are seen as detrimental not only to developers relying on ad sales but also to advertisers and intermediary platforms [5]. - Investigations into Apple's ATT policy are ongoing in Germany and Romania, indicating a broader scrutiny of its practices across Europe [10]. - Apple claims that the ATT policy is intended to empower consumers with the choice to control their data, amidst significant pressure from the data tracking industry [10].