Core Viewpoint - The meeting between Chinese President Xi Jinping and Indian Prime Minister Narendra Modi emphasizes the importance of strengthening Sino-Indian relations, focusing on cooperation, mutual benefits, and maintaining peace along the border [1][2][3]. Group 1: Strategic Communication and Cooperation - Xi Jinping highlighted the need for strategic communication to deepen mutual trust, emphasizing that both countries should view each other as partners rather than rivals [2]. - The focus should be on expanding cooperation to achieve mutual benefits, especially as both nations are at critical stages of development [2]. - Modi expressed a commitment to viewing the relationship from a long-term perspective, reinforcing the idea that India and China are partners, not adversaries [3]. Group 2: Peace and Stability - Both leaders agreed on the importance of maintaining peace and stability along the border, with a call to not let border issues define the overall relationship [2]. - Modi noted that the recent developments, including the restoration of direct flights, would benefit both nations and contribute positively to global stability [3]. Group 3: Multilateral Cooperation - Xi emphasized the need for multilateral cooperation to uphold common interests and promote international fairness and justice [2]. - Both countries are committed to enhancing the power of multilateralism in international affairs, aiming to make the 21st century an "Asian century" through their collaboration [3].

来源：政事儿 其中： 刘怀辉，男，汉族，1987年11月生，研究生学历，中共党员，现任抚松县委副书记、 县长，拟任县（市、区）党委正职。 2024年5月，刘怀辉当选抚松县县长，至此番拟任新职。 2023年11月30日，北京大学团委举办了面向研究生"1000+"领航培养计划学员的"薪火 班"选调生经验分享交流会。刘怀辉讲述了自己对选调的理解和感受，列举出选调生需要注意 的若干要点，通过对比基层各个岗位的不同之处，指导同学们结合自身优势，选择合适岗位。 官方简历显示，刘怀辉为全日制研究生学历，毕业于北京大学中文系中国古代文学专业。 《北京大学校报》曾报道， 刘怀辉2005年考入北大中文系，2012年硕士毕业，他 放弃了高 薪工作机会， 通过选调到吉林省工作。 在吉林省，他历任吉林省委组织部研究室(政策法规处)工作人员、副主任科员，靖宇县靖宇镇 镇长助理，吉林省委组织部干部二处副主任科员，中组部干部二局五处借调工作，吉林省委组 织部干部二处二级主任科员、一级主任科员，扶余市委组织部副部长，四平市铁西区委常委、 组织部部长，英雄街道党工委书记，伊通县委常委、副县长。 吉林省委组织部8月29日发布任前公示。 ...

Core Viewpoint - The securities industry in China has shown significant growth in the first half of 2025, with a total revenue of 251.87 billion yuan, representing a year-on-year increase of 30.8%, and a net profit of 104.02 billion yuan, up 65.08% [1][2]. Group 1: Performance of Major Securities Firms - Ten major securities firms, including CITIC Securities and Guotai Junan, reported revenues exceeding 10 billion yuan, with CITIC Securities leading at 33.04 billion yuan, marking its best mid-year performance [3][4]. - Guotai Junan's revenue reached 23.87 billion yuan, showing a year-on-year growth of 77.71%, while Huatai Securities and GF Securities both surpassed 15 billion yuan in revenue [4][5]. Group 2: Growth Drivers - The growth in the securities industry is primarily driven by self-operated investment income and brokerage business, with a notable increase in daily trading volume and new account openings [8][9]. - The average daily trading volume increased by 61% to 1.39 trillion yuan, and new A-share accounts reached 12.6 million, up 32.8% year-on-year [8][9]. Group 3: Investment Banking Recovery - The investment banking sector has shown signs of recovery, with total investment banking fees reaching 15.53 billion yuan, a year-on-year increase of 11% [14][16]. - CITIC Securities led the investment banking fees with 2.098 billion yuan, reflecting a growth of 20.91% compared to the previous year [15][16]. Group 4: Performance of Smaller Securities Firms - Smaller securities firms also demonstrated impressive growth, with Guolian Minsheng reporting a revenue increase of 269.4% to 4.01 billion yuan and a net profit surge of 1185.19% [5][6]. - Other smaller firms like Dongbei Securities and Hualin Securities also reported significant net profit growth, with increases of 225.9% and 172.72% respectively [5][6]. Group 5: Challenges Faced - Some firms experienced revenue declines, such as Zhejiang Securities, which saw a 23.66% drop in revenue due to decreased market prices of derivative financial instruments [6][7]. - Other firms like Xibu Securities and Caitong Securities also reported revenue declines, indicating challenges in certain segments of the market [6][7].

8 月 29 日晚间，上市券商半年报 " 收官 " ，中金公司业绩突破预告上限，交出近三年最佳成绩单。 半年报显示，中金公司合计实现营业收入人民币 128.3 亿元，同比增长 44% ；实现归母净利润人民币 43.3 亿元，同比增长 94% 。 值得注意的是，公司总资产再创历史新高。报告显示，截至 2025 年 6 月 30 日，总资产为人民币 6998 亿元，归母净资产为人民币 1188 亿元。 " 超预期 " 成为市场对这份成绩单的一致评价。从各项业务来看， 海外业务与投行业务成为驱动增长的双引擎 ：前者贡献收入逾 60 亿 元，后者在港股 IPO 、美元债、跨境并购三大赛道全面爆发，中金 " 国家队 + 全球化 " 的战略轮廓愈发清晰。 投行业务同比大增 149% 港股 IPO 市占率稳居第一 Wind 数据显示，上半年投资银行业务手续费净收入超 10 亿元的券商共有 5 家，分别为中信证券、国泰海通、中金公司、华泰证券和中 信建投。其中，中金公司增长幅度最大，超过 149% 。 | 홍콩 | 券商 | | 投行业务收入 | | | --- | --- | --- | --- | --- | | | | ...

【导读】基金经理解读《关于深入实施 " 人工智能 +" 行动的意见》：全新动力注入， AI 将成为推动中国经济高质量发展重要引擎 中国基金报 公募报道组 8 月 26 日，国务院发布《关于深入实施 " 人工智能 +" 行动的意见》（以下简称《意见》），以科技、产业、消费、民生、治理、全 球合作等六大领域为重点，深入实施 " 人工智能 +" 行动，推动人工智能与经济社会各行业各领域广泛深度融合。 二级市场上，人工智能相关个股表现抢眼，近期呈现快速拉升趋势，仅8月份主题指数涨幅即高达35%。 < w 万得人工智能指数(866095) 08-29 15:00:06 2296.00 昨收 2336.20 成交额1889.72亿 成交量 29.54亿 -40.20 -1.72% 六十 2299.88 上涨 11 下跌 平盘 1 38 最高价 2314.87 市盈率 85.4 近20日 36.44% 最低价 2254.92 市净率 7.78 今年来 49.60% 分时 五日 日K 周K 月K 更多 ◎ 叠加 设均线 MA 5:2243.32↑ 10:2096.18↑ 20:1917.52 2424.98 1905.27 ...

报告说，刚果民主共和国、南苏丹和苏丹等国自2024年出现的疫情持续暴发并出现显著扩 散，使得防控形势更加复杂；而乍得、刚果共和国等多年未报告大量病例的国家也再次暴发 疫情，令本已脆弱的卫生系统不堪重负。数据显示，在世卫组织划分的全球各区域中，东地 中海区域病例数最多，超23万例，而非洲区域报告的死亡病例数最多，共3763例。 来源：央视新闻客户端 世界卫生组织29日发布最新报告称，受冲突和贫困影响，全球霍乱疫情持续恶化，该疾病 在多国暴发，对多个地区构成重大公共卫生挑战。 报告显示， 2025年1月1日至8月17日期间，全球31个国家累计报告超过40.9万例霍乱/ 急性水样腹泻病例，包括4738例死亡病例，其中6个国家病死率超过1% 。 巅峰对话 投资热点说 ETF风向标 IPO情报站 fe o 1 ■ a a - 444 and 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND 开盘速递 港股日报 全球早班车 数说人物 √ � [ 8 a 4 a g a d 4 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND ●微信搜一搜( 〔 ...

在吉林省，他历任吉林省委组织部研究室(政策法规处)工作人员、副主任科员，靖宇县靖宇镇 镇长助理，吉林省委组织部干部二处副主任科员，中组部干部二局五处借调工作，吉林省委组 织部干部二处二级主任科员、一级主任科员，扶余市委组织部副部长，四平市铁西区委常委、 组织部部长，英雄街道党工委书记，伊通县委常委、副县长。 2024年5月，刘怀辉当选抚松县县长，至此番拟任新职。 其中： 刘怀辉，男，汉族，1987年11月生，研究生学历，中共党员，现任抚松县委副书记、 县长，拟任县（市、区）党委正职。 官方简历显示，刘怀辉为全日制研究生学历，毕业于北京大学中文系中国古代文学专业。 《北京大学校报》曾报道， 刘怀辉2005年考入北大中文系，2012年硕士毕业，他 放弃了高 薪工作机会， 通过选调到吉林省工作。 来源：政事儿 吉林省委组织部8月29日发布任前公示。 2023年11月30日，北京大学团委举办了面向研究生"1000+"领航培养计划学员的"薪火 班"选调生经验分享交流会。刘怀辉讲述了自己对选调的理解和感受，列举出选调生需要注意 的若干要点，通过对比基层各个岗位的不同之处，指导同学们结合自身优势，选择合适岗位。 ...

Group 1: Manufacturing PMI Insights - In August, the Manufacturing PMI rose to 49.4%, indicating a slight improvement in economic conditions compared to the previous month [3][8]. - The production index reached 50.8%, up by 0.3 percentage points, marking the fourth consecutive month above the critical point, suggesting accelerated manufacturing production [3][11]. - The new orders index increased to 49.5%, reflecting a minor improvement in market demand [3][11]. - Large enterprises showed a PMI of 50.8%, up by 0.5 percentage points, indicating ongoing expansion, while medium and small enterprises reported lower PMIs of 48.9% and 46.6%, respectively [4][10]. Group 2: Non-Manufacturing PMI Insights - The Non-Manufacturing Business Activity Index was 50.3%, up by 0.2 percentage points, indicating continued expansion in the non-manufacturing sector [5][15]. - The service sector's business activity index reached 50.5%, marking a significant recovery and the highest point of the year [5][18]. - The construction sector's business activity index fell to 49.1%, down by 1.5 percentage points, due to adverse weather conditions affecting production [5][16]. Group 3: Comprehensive PMI Insights - The Comprehensive PMI Output Index stood at 50.5%, up by 0.3 percentage points, indicating an overall acceleration in production and business activities across sectors [6][23]. - The manufacturing production index and non-manufacturing business activity index contributed to the comprehensive PMI, with values of 50.8% and 50.3%, respectively [6][23].

Group 1 - The core viewpoint of the article highlights the strengthening of Sino-Russian relations, particularly within the framework of the Shanghai Cooperation Organization (SCO), as President Putin visits China for the second time since May of the previous year [2] - The article emphasizes that Russia is one of the six founding members of the SCO, and the close ties between China and Russia are described as being at their historical best, characterized as the most stable and mature major power relationship in today's turbulent world [2] - Following his visit to Tianjin, President Putin will attend the 80th anniversary commemorative event of the victory in the Chinese People's Anti-Japanese War and the World Anti-Fascist War in Beijing, further underscoring the significance of this visit [2] Group 2 - A large and significant delegation accompanies President Putin, including three deputy prime ministers, over ten ministers, and representatives from major enterprises, indicating the high level of Sino-Russian comprehensive strategic cooperation [2]

Core Viewpoint - The A-share market has shown significant strength in the first eight months of the year, leading to a strong performance of public equity funds, with many funds achieving over 100% returns [2][6][13]. Group 1: Market Performance - The main indices have experienced substantial gains, with the North Exchange 50 index rising by 51.49%, and several other indices, including the Sci-Tech Innovation 50 and the ChiNext index, increasing by over 30% [2][4]. - In August, the Shanghai Composite Index broke through the 3,800-point mark, reaching a 10-year high, with the Sci-Tech series indices showing strong performance, with increases of 32.25% and 28.00% respectively [4]. Group 2: Fund Performance - The average net value growth rate of active equity funds in the first eight months reached 23.83%, with the best-performing fund achieving a growth rate exceeding 175% [6][10][11]. - A total of 603 active equity funds have recorded a net value growth rate exceeding 50%, with 21 funds surpassing 100% [13][20]. - The average net value growth rates for ordinary stock funds and mixed equity funds were 28.38% and 28.79% respectively, indicating strong recovery in net values [9]. Group 3: Sector Opportunities - Structural opportunities have emerged in sectors such as the North Exchange, innovative pharmaceuticals, humanoid robots, AI, and semiconductors, contributing to the strong performance of funds managed by adept fund managers [12][20]. - The innovative pharmaceutical sector has been a standout performer, with the Hong Kong Stock Connect innovative pharmaceutical index showing a cumulative annual increase of 108.24% [24]. Group 4: Future Outlook - If the current market trends continue, 2025 is expected to be a breakout year for active equity fund performance [21]. - The market is experiencing a rebalancing of underlying funds, with indications of capital flowing from dollar assets to non-dollar assets, and from the bond market to the equity market [26].