作为柬泰两国共同的友好近邻，中方高度关注柬泰边境冲突，对冲突造成两国民众伤亡深 感痛心。希望双方从两国边境和平稳定和两国人民的共同利益出发，保持最大程度冷静克制， 尽快实现停火，回到通过对话协商解决分歧的轨道上来。中方正在并将继续劝和促谈，为推动 柬泰停火止战、重建和平发挥建设性作用。 记者： 据报道，泰国和柬埔寨军队近日发生边境冲突，泰军在柬军阵地缴获了中国制造 的反坦克导弹、火箭筒等装备。请问中方对此有何评论？ 蒋斌： 中国长期以来与柬埔寨、泰国都开展包括军贸在内的防务合作，不针对任何第三 方，完全符合国际法和国际惯例，更与柬泰边境冲突无关。我们希望有关方面不要主观臆测、 恶意炒作。 来源：国防部发布 ...

【导读】海天味业拟实施特别分红，每 10 股派发现金红利 3 元 中国基金报记者 郑俊婷 一向慷慨分红 的 海 天味 业（证券代码： 6 0328 8 ）拟加大投资者回报力度。 12 月 18 日晚间，海天味业发布公告称，拟实施 2025 年特别分红，向全体股东 每 10 股 派发现金红利 3 元（含税），合计拟派发现金红利 17.54 亿元（含税）。 海 天味 业表示， 2025 年公司整体保持了较好的发展态势和较强的竞争力，又恰逢全球最大 的调味品生产基地 —— 海天高明园区投产 20 周年且获评 " 世界灯塔工厂 " ，经董事会审 议，拟实施一次特别分红。 在此之前，海天味业已于 9 月份完成了 2025 年 A 股半年度分红，向 A 股全体股东每 10 股派发现金红利 2.6 元（含税），合计派发现金红利 15.19 亿元（含税）。 待此次特别分红完成， 海天味业 将合计分红 32.73 亿元（含税），约占 2025 年前三季度 归母净利润的 61.50% 。 Choice 数据显示，自 2014 年上市以来，海天味业每年都坚持现金分红，且多年 现 金股利 支付 率都在 60% 以上。 2021 年至 ...

Core Viewpoint - Zhongwei Company plans to acquire a controlling stake in Hangzhou Zhonggui Technology Co., Ltd. through a share issuance, with the stock suspension expected to last no more than 10 trading days [2][4]. Group 1: Acquisition Details - The acquisition is aimed at enhancing Zhongwei's semiconductor equipment platform and strengthening its core technology portfolio, providing more competitive integrated solutions for customers [5]. - Zhonggui Technology specializes in the research, production, and sales of high-end Chemical Mechanical Polishing (CMP) equipment, primarily for 12-inch wafers [5]. - The transaction is not classified as a major asset restructuring or related party transaction, and it will not change the actual controller of Zhongwei [4][5]. Group 2: Company Overview - Zhongwei Company is a leading domestic semiconductor equipment manufacturer, providing etching, film deposition, and MOCVD equipment for various semiconductor products [6]. - The company has successfully developed ICP etching equipment, covering over 95% of etching application needs, with increasing demand due to advancements in process technology [6]. - Zhongwei's MOCVD equipment for gallium nitride remains globally competitive, with plans to extend into mini/microLED and power device markets [6]. Group 3: Market Performance - As of December 18, Zhongwei's stock price was 272.72 CNY per share, with a total market capitalization of approximately 170.8 billion CNY [7]. - The stock has experienced a 52-week high of 342.50 CNY and a low of 164.61 CNY, indicating significant volatility in its market performance [8].

Core Viewpoint - The establishment of the Academic Committee of the China Capital Market Society is a significant step to enhance theoretical research and serve as a think tank for the development of China's capital market [5][6]. Group 1: Importance of Theoretical Research - Strengthening theoretical research in the capital market is essential for understanding the development laws of the capital market and promoting high-quality development [6]. - The focus will be on creating a theoretical framework that aligns with both market principles and China's specific conditions, emphasizing marketization, rule of law, and internationalization [6]. Group 2: Key Issues and Suggestions for the 14th and 15th Five-Year Plans - The 14th Five-Year period has seen a stable and healthy development of the capital market, while the 15th Five-Year period is viewed as critical for enhancing quality and functionality [7]. - Suggestions include improving the inclusiveness and adaptability of listing and trading systems to attract high-quality enterprises from new productive sectors [7]. - There is a call to expand patient, long-term, and strategic capital supply, and to actively engage in mergers and acquisitions while enforcing regular delisting [8]. Group 3: Regulatory and Governance Enhancements - The application of artificial intelligence in capital market governance and regulation needs to be improved [8]. - There is a strong emphasis on combating financial fraud and enhancing investor protection and education [8].

岁末年初，全球经济变局与市场机遇交织，是投资者锚定投资方向的关键节点。国泰海通围绕建设一流投资银行战略目标，立足全球视 野，践行普惠金融，助力投资者提高长期投资胜率。12 月 18 日， 国泰海通君弘推出"开门红"特别直播， 特邀投资中国40年、长期看多 中国资本市场的国际投资大师吉姆·罗杰斯， 与国泰海通金牌投顾、国泰君安国际首席经济学家、君弘App主持人展开深度对话 ，围绕 中 国 资产机会、全球经济局势及底层投资逻辑等关键议题，为投资者带来穿透市场表象的洞察。 吉姆·罗杰斯与巴菲特、索罗斯并列为"三大投资家"，作为量子基金联合创始人，他曾创造10年4200%的投资组合收益成绩。尤为值得关 注的是， 罗杰斯是最早大举押注中国市场的外国投资者之一，曾多次公开表态长期看好中国资本市场。本次特别直播在国泰海通君弘 App、国泰海通灵犀App、凤凰网财经等十余平台播出。 罗杰斯在 节目中再次明确 表示，他 始终 持有中国资产并持续看好中国的资本市 场。 连接全球智慧，以国际化视野赋能财富管理 谈及投资策略，罗杰斯给出了忠告："坚守你所了解的领域，不要听信他人的热门建议，也不要被电视、网络的噪音干扰。"他寄语年轻投 ...

【导读】英国央行降息了 中国基金报记者 泰勒 大家好，英国央行降息25个基点。 12月18日晚间，英国央行在圣诞节前下调利率，将基准利率降至近三年来最低水平，为英国居民"过节减负"，并暗示通胀降温的力度足以让其在2026年进 一步放松货币政策。 英国央行货币政策委员会（MPC）周四公布的会议纪要显示，委员会以5票赞成、4票反对的结果，决定将基准利率下调25个基点至3.75%。这是自8月以 来的首次降息——这个由9名成员组成的委员会在过去两次利率决议中都按兵不动。 英国２年期国债 く ◀ D 债 HQ.GB2YT 3.760 +0.039 +1.05% 12-18 07:24:13 今开 现价 99.985 3.772 最高 3.874 昨收 3.721 最低 3.602 票面利率 +3.75% 付息频率 到期日 2027-03-07 1年2次 日K 團K 月K 零K 分时 年K ◎ 最新:3.760 +0.039 +1.05% 3.874 4.11% UL 3.721 0.00% UU 3.568 -4.11% 18:00 17:59 美东 MACD ▼ [12.26.9] MACD:-0.009 DIFF: ...

Core Viewpoint - Nandu Power announced the termination of the planned change in control, with its stock resuming trading on December 19 after a five-day suspension [2][6]. Group 1: Control Change Announcement - On December 11, Nandu Power disclosed that its controlling shareholders were planning a change in control and the sale of the lead recycling business, leading to a temporary suspension of trading [6]. - Despite ongoing discussions, the parties involved could not reach a consensus on key terms, prompting the decision to terminate the control change [6][7]. Group 2: Business Performance - Nandu Power has faced significant pressure on its performance, with a projected revenue decline of 45.56% in 2024 and a net loss attributable to shareholders of 1.497 billion yuan [9]. - In the first three quarters of the current year, revenue decreased by 24.8%, with a net loss of 220 million yuan, and the company's debt-to-asset ratio reached 79% [9]. - The poor performance of the lead recycling business has been a major factor in the company's struggles, with a reported gross margin of -11.02% for this segment [9]. Group 3: Stock Performance - Since November, Nandu Power's stock has shown a downward trend, but it rebounded after hitting a one-month low on December 5, with a cumulative increase of 10.39% in the two trading days before the suspension [10]. - The stock closed at 18.38 yuan per share, giving the company a market capitalization of approximately 16.5 billion yuan [10].

Group 1 - The core viewpoint of the article emphasizes the urgent need for a ceasefire and de-escalation in the Cambodia-Thailand border conflict, highlighting the detrimental effects of the ongoing violence on both nations and ASEAN unity [2] - Wang Yi, the Chinese Foreign Minister, expressed China's commitment to mediating the conflict and supporting ASEAN's efforts for reconciliation, indicating that a Chinese envoy has been dispatched to facilitate communication between Cambodia and Thailand [2] - Both Cambodian and Thai officials appreciated China's neutral stance and mediation efforts, indicating a willingness to collaborate with China to restore peace and stability in the region [2]

Group 1 - A drone attack in Rostov region resulted in 3 deaths and 9 injuries, with significant damage to a cargo ship in Rostov-on-Don [2] - Another attack in Bataysk city led to 1 death and 6 injuries, with two residential buildings set on fire [3] Group 2 - The Russian Defense Ministry reported capturing a settlement in Dnipropetrovsk region and targeting Ukrainian military infrastructure, including drone assembly facilities [4] - Ukrainian armed forces reported 87 battles against Russian troops across six fronts, with significant resistance in the Pokrovsk direction [4] Group 3 - President Putin expressed readiness for negotiations to resolve issues arising in recent years, claiming that the West instigated the conflict [5] - Putin criticized the previous U.S. administration for escalating tensions and emphasized the need for continued technological advancement in the Russian military [6]

【导读】美光科技拯救AI交易 消息面上， 美光科技在盘前交易中大涨约10%，此前公司给出的营收预测高于市场预期。 隔夜，纳指接近2%的跌幅，源于投资者开始质疑：站在人工智能浪潮前沿的企业，是否还能持续用昂贵的估值和激进的资本开支来"自圆其说"？ 作为美国最大的电脑内存芯片制造商，美光给出了当前季度的乐观指引，显示在需求飙升与供给短缺的背景下，公司能够以更高价格出售产品。 公司周三发布声明称，财年第二季度营收预计为183亿至191亿美元，而分析师对该季度的平均预期仅约144亿美元；剔除部分项目后，每股收益预计为 8.22至8.62美元，显著高于市场预测的4.71美元。 美光CEO桑杰·梅赫罗特拉（Sanjay Mehrotra）在声明中称，公司处于"AI不可或缺的赋能者"位置，并正在加大投入，以满足客户对内存与存储不断增长 的需求。 AI算力组件的"饥渴式"需求正在超过供给，为美光等公司带来利好。但个人电脑所用的相对低端内存也出现短缺，部分原因在于内存行业正在把产能转向 更先进的技术，以服务AI数据中心。 运营执行副总裁马尼什·巴蒂亚（Manish Bhatia）在采访中表示："无论从规模还是持续时间来看，这是 ...