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孙女士被封号
中国基金报· 2025-08-30 10:09
来源:长安街知事 8月30日下午,微博社区观察员官方账号@围脖侠发文称,经核实,所示违规用户@非吸烟者权益策略 师Ada 存在多次借控烟之名违规推广所谓尼古丁袋等行为,因违反法律法规和社区公约的有关规定,现 已受到关闭账号的处置。 上述用户即 投诉"鲁迅夹烟"墙画的当事人孙女士 , 长安街知事 注意到,该微博账号目前已被封。 页面显示,"该账号因被投诉违反《微博社区公约》的相关规定,现已无法查看"。 28日晚,自称是此前投诉绍兴鲁迅纪念馆"鲁迅夹烟墙画"的当事人孙女士,在微博发长文回 应,并为占用公共资源空间致歉。 孙女士称,投诉鲁迅夹烟墙画是因为"这里是真的有好多人在墙前打卡陪一根,学点烟,被迫闻二手烟 毒气。而周围都是孩子。如果没有这样,我可能也不会建议。"她称"希望以后鲁迅墙画前,不要再有人 吸烟,学点烟。" 视频截图 而8月30日中午,孙女士又收回道歉,并表示自己的建议遭劣改,害她被大规模网暴。 8月25日晚间,"绍兴鲁迅纪念馆"微信公众号回应称, 鲁迅故里景区始终坚持尊重鲁迅、尊 重历史、尊重艺术,不轻易改变鲁迅故里在广大游客中的既有形象。 多国领导人抵华 ...
多国领导人抵华
中国基金报· 2025-08-30 09:05
来源:央视新闻客户端 埃及总理马德布利抵华 出席2025年上合组织峰会 今天(29日)14时30分许,埃及总理马德布利乘机抵达北京首都国际机场。他将出席在天津 举行的2025年上海合作组织峰会。 埃及是首个同新中国建交的阿拉伯和非洲国家,中埃是志同道合、彼此信任的好朋友,也是 携手发展、共同繁荣的好伙伴。马德布利总理2023年曾来华出席"一带一路"国际合作高峰论 坛。 柬埔寨首相洪玛奈乘机抵达天津,出席2025年上合组织峰会 柬埔寨首相洪玛奈8月30日13时58分,乘机抵达天津,将出席2025年上海合作组织峰会。 哈萨克斯坦总统托卡耶夫乘机抵达天津,出席2025年上合组织峰会 今天(30日)下午,哈萨克斯坦总统托卡耶夫乘机抵达天津滨海国际机场,他将出席8月31日至9 月1日在天津举行的上海合作组织峰会。 哈萨克斯坦是上合组织六个创始成员国之一,是上一届的上合组织轮值主席国,也是共建"一带 一路"首倡之地。12年来,中哈共建"一带一路"合作硕果累累。托卡耶夫总统在天津出席上合组 织峰会后,还将前往北京出席中国人民抗日战争暨世界反法西斯战争胜利80周年纪念活动。 马尔代夫总统穆伊兹抵华,出席2025年上合组织峰会 ...
一周基金大事件|ETF总规模突破5万亿元大关
中国基金报· 2025-08-30 09:05
Group 1 - The Ministry of Industry and Information Technology released guidelines to optimize business access and promote the development of the satellite communication industry [3] - The total scale of ETFs in the market reached 5.07 trillion yuan as of August 25, marking the fastest time to cross the 50 trillion yuan threshold in history [4] - The E Fund ChiNext ETF has surpassed 100 billion yuan, becoming the largest ChiNext ETF in the market [8] Group 2 - Major securities firms such as CITIC Securities and China Galaxy Securities reported significant growth in their mid-year performance for 2025, with CITIC Securities achieving a revenue of 33.04 billion yuan, a year-on-year increase of 20.44% [14] - The Hong Kong Investment Promotion Agency highlighted the opportunities in the financial sector, particularly with the return of IPOs and the establishment of family offices by mainland entrepreneurs [12] - The asset management industry is seeing a trend of significant growth, with some foreign-controlled wealth management companies reporting over 60% growth in their product scales for the first half of 2025 [17]
谈“息差管控”“反内卷”“可转债转股”,兴业银行业绩发布会高管回应这些话题!
中国基金报· 2025-08-30 09:05
Core Viewpoint - The core viewpoint of the article is that Industrial Bank has successfully turned its net profit from negative to positive in the first half of 2025, demonstrating effective management of net interest margin and overall operational performance that outperformed the market expectations [2][4]. Financial Performance - As of June 30, 2025, Industrial Bank's total assets reached 10.61 trillion yuan, an increase of 1.01% compared to the end of the previous year [2]. - The bank reported revenue of 1104.58 billion yuan, a year-on-year decrease of 2.29%, with the decline rate narrowing by 1.29 percentage points compared to the first quarter [2]. - Net profit for the first half of the year was 431.41 billion yuan, showing a year-on-year growth of 0.21%, marking a turnaround from negative growth in the first quarter [2]. Asset Quality - The non-performing loan (NPL) ratio stood at 1.08%, unchanged from the first quarter, while the provision coverage ratio was 228.54% [3]. - The bank has seen a significant reduction in new non-performing loans in key sectors: new non-performing loans in real estate decreased by 45.72% year-on-year, and credit card non-performing loans fell by 7.5% [9]. Net Interest Margin Management - The net interest margin for the first half of 2025 was 1.75%, down 7 basis points from 2024, which is within the expected range for joint-stock banks [5]. - The bank anticipates that the decline in net interest margin will be controlled within the initially projected 10 basis points for the year, with a narrowing of the decline in net interest income expected in the second half [6]. Loan Structure and Strategy - Industrial Bank's retail deposits grew by 148.3 billion yuan in the first half, reaching 1.72 trillion yuan, positioning it as the second-largest among joint-stock banks [10]. - Corporate loans (excluding bills) increased by 227.1 billion yuan, with notable growth in green, technology, and manufacturing loans [10]. - The bank is focusing on risk management and aims to achieve a target of 300 billion yuan in new corporate loans for the year [11]. Policy Impact - The "anti-involution" policy is seen as both an opportunity and a challenge for the banking sector, potentially alleviating downward pressure on asset yields while also leading to a more competitive environment focused on meeting customer needs [12]. - The policy is expected to drive financial resources towards high-end manufacturing and green economy sectors, optimizing the bank's asset and client structure [12]. Convertible Bonds - Industrial Bank is optimistic about the conversion of its convertible bonds, with a significant portion already converted by a major shareholder, reflecting confidence in the bank's long-term development [14]. - The current stock price is above the conversion price, indicating potential for further valuation recovery [14].
霸王茶姬二季度海外GMV猛增77%,创始人称坚决不打价格战
中国基金报· 2025-08-30 09:05
Core Viewpoint - The company aims to establish itself as a high-value brand and will not engage in price wars, despite the competitive landscape in the new tea beverage industry [4][9]. Financial Performance - For Q2 2025, the company reported a total GMV of 8.1031 billion yuan, a year-on-year increase of 15.5% [2]. - Net revenue reached 3.3319 billion yuan, up 10.2% year-on-year, while adjusted net profit was 629.8 million yuan, showing a slight increase of 0.1% [2][5]. - The company's net profit margin stands at 18.9%, which is considered strong within the new tea beverage sector [7]. Market Dynamics - The overseas market showed significant growth, with Q2 overseas GMV reaching 235.2 million yuan, a year-on-year increase of 77.4% and a quarter-on-quarter increase of 31.8% [4][14]. - The total number of global stores surpassed 7,000, with over 200 stores located overseas, marking a 40.9% year-on-year increase [13]. Strategic Focus - The company is committed to not participating in price wars, emphasizing a high-value brand strategy and focusing on product innovation and operational efficiency [9][11]. - The company plans to upgrade core ingredients, including tea leaves and milk sources, to enhance product quality [11]. Product Innovation - New product launches, such as "Yi Qi Hong Chen," have shown strong sales performance, contributing to a significant increase in GMV [7]. - The company has successfully localized products, with the "Gu Xiang Bei Cha" becoming a hit in Southeast Asia [16]. Management and Expansion - The company has established a management team with international experience to support its global expansion efforts, particularly in North America [16]. - The first North American store opened in Los Angeles in May, with a second store beginning trial operations in August [17].
紧急澄清!“我是章建平,但我没有买寒武纪,更没有爆赚50亿元”
中国基金报· 2025-08-30 07:21
Core Viewpoint - The recent performance of Cambricon Technologies, which has become the "stock king," has drawn significant market attention, particularly following a sharp decline in its stock price while still maintaining its position as the highest-priced stock in the A-share market [2][4]. Market Performance - On August 28, Cambricon's total market capitalization was 664.303 billion yuan, which dropped to 624.4 billion yuan on August 29, resulting in a loss of nearly 40 billion yuan in a single day [4]. - As of August 29, Cambricon's stock price was 1587.91 yuan, reflecting a daily increase of 15.73% [7]. Company Forecast - Cambricon issued a risk warning on August 28, indicating that it expects to achieve an annual revenue of 5 billion to 7 billion yuan by 2025. This forecast is based on preliminary estimates from the management and does not constitute a commitment to investors [6]. Major Shareholder Activity - Notably, prominent investor Zhang Jianping, known as "Zhang the Alliance Leader," has been a focal point in the market. As of June 30, he held 6.086 million shares of Cambricon, unchanged from the previous quarter [6]. - Zhang Jianping's investment in Cambricon has seen significant appreciation, with his holdings valued at approximately 9.084 billion yuan as of August 29, resulting in a profit of about 5.084 billion yuan over four months [8]. Misidentification Issues - There has been confusion in media reports regarding Zhang Jianping, leading to misidentification with another individual of the same name, who is the chairman of Ningbo Yuanhe Decoration Group. This has caused personal disruptions for the latter, who has requested media outlets to refrain from using his image in connection with Cambricon [10][11][12][16].
A股突发!688089,终止重大资产重组
中国基金报· 2025-08-30 07:21
Core Viewpoint - Jia Bi You announced the termination of the acquisition of 63.21% equity in Ou Yi Biological after approximately 10 months of planning, citing changes in the external market environment as the reason for this cautious decision [2][6]. Group 1: Termination Reasons - The company stated that it did not reach an agreement on the core terms of the transaction, leading to the decision to terminate the acquisition and withdraw the application documents [4]. - The termination was made after thorough communication and consultation with relevant parties, and there are no liabilities for breach of contract for the listed company or related parties [6]. Group 2: Transaction Background - Since the announcement of the major asset restructuring on October 29 last year, Jia Bi You's stock resumed trading on November 12 and recorded a 20% increase, with a nearly 40% rise in stock price by August 30, reaching 28.82 yuan per share and a total market value of 4.9 billion yuan [2][6]. - The initial plan was to acquire 65% of Ou Yi Biological's equity, which was later adjusted to 63.21%, with the number of transaction parties reduced from 14 to 13 [9]. - The adjusted plan included issuing 29.77 million shares at a price of 19.29 yuan per share, totaling 5.743 billion yuan in share payment and 2.563 billion yuan in cash, amounting to a total transaction price of 8.306 billion yuan [9][10]. Group 3: Financial Performance - In the first half of the year, Jia Bi You achieved operating revenue of 307 million yuan, a year-on-year increase of 17.6%, and a net profit attributable to shareholders of 108 million yuan, up 59.01% year-on-year [11].
访华前夕,普京表态
中国基金报· 2025-08-30 04:51
Core Viewpoint - The article emphasizes the deepening cooperation between Russia and China, particularly in commemorating historical victories and enhancing bilateral relations across various sectors, including trade, culture, and international collaboration [1][2][3]. Bilateral Relations - The economic relationship between Russia and China has reached unprecedented levels, with trade increasing by approximately $100 billion since 2021 [4][17]. - China is Russia's largest trading partner, and Russia ranks fifth among China's trading partners [4][17]. - The two countries have shifted their trade settlements to local currencies, significantly reducing the use of USD and EUR [4][17]. Historical Commemoration - Both nations will commemorate the 80th anniversary of significant victories in World War II, highlighting the sacrifices made by their peoples [2][3][12]. - The historical cooperation during the war laid a solid foundation for modern Russia-China relations, showcasing mutual support against common adversaries [3][13][15]. Economic Cooperation - Russia is a leading exporter of oil and gas to China, with significant projects like the "Power of Siberia" gas pipeline contributing to energy security [4][17]. - The two countries are working to lower trade barriers and have expanded agricultural exports, with food products becoming a major category in trade [4][18]. - Joint industrial projects are underway, including local production of Chinese automobiles in Russia and collaboration on high-tech facilities [4][18]. Cultural Exchange - The cultural exchange between Russia and China is thriving, with initiatives like the "Russian Year" and "Chinese Year" fostering people-to-people connections [5][19]. - Educational cooperation is expanding, with over 51,000 Chinese students studying in Russia and 21,000 Russian students in China [5][19]. - The upcoming "Russian-Chinese Cultural Year" in 2024-2025 aims to celebrate the 75th anniversary of diplomatic relations [5][19]. Multilateral Cooperation - Russia and China are enhancing their collaboration within multilateral frameworks such as the Shanghai Cooperation Organization (SCO) and BRICS, focusing on regional stability and economic development [6][22][24]. - The SCO is seen as a platform for promoting a multipolar world order, emphasizing equal cooperation and respect for national characteristics [6][22][23]. - Both countries advocate for reforms in international financial institutions to ensure fair representation and access for all nations [8][26][27].
联合国秘书长古特雷斯抵京
中国基金报· 2025-08-30 03:53
古特雷斯秘书长多次来华,去年作为特邀嘉宾来华出席中非合作论坛北京峰会。2024年古特 雷斯还出席了上海合作组织阿斯塔纳峰会。 中国是联合国创始会员国之一,是第一个在《联合国宪章》上签字的国家。1971年10月25 日,第26届联合国大会通过了关于恢复中华人民共和国在联合国一切合法权利的第2758号决 议,承认中华人民共和国政府的代表是中国在联合国组织的唯一合法代表。 来源:央视新闻 8月30日早晨5时50分许,联合国秘书长古特雷斯乘机抵达北京首都国际机场。他将出席在天 津举行的2025年上海合作组织峰会。 ...
300368,拟重大资产重组
中国基金报· 2025-08-30 03:53
Core Viewpoint - Huijin Co., Ltd. plans to acquire a 20% stake in Cooper New Energy, aiming to enter the wind power sector and seek new growth opportunities after three consecutive years of losses [2][11]. Group 1: Acquisition Details - On August 29, Huijin Co., Ltd. announced its intention to acquire a 20% stake in Cooper New Energy through a cash purchase and the transfer of voting rights, ensuring a voting rights ratio of no less than 51% [5][6]. - Upon completion of the transaction, Cooper New Energy will become a subsidiary of Huijin Co., Ltd., included in the consolidated financial statements [3][5]. - The acquisition is still in the planning stage, with specific details under further discussion and verification [6]. Group 2: Financial Performance of Cooper New Energy - Cooper New Energy, established in 2011, focuses on the research, production, and sales of internal equipment for wind power towers and intelligent equipment for wind power construction [7]. - The company reported revenues of 445 million yuan, 405 million yuan, and 391 million yuan for the years 2022 to 2024, with net profits of 17.81 million yuan, 40.83 million yuan, and 51.09 million yuan respectively [8]. - In the first half of 2025, Cooper New Energy achieved revenue of 122 million yuan, a year-on-year decrease of 16.92%, while net profit was 14.97 million yuan, a year-on-year increase of 22.85% [10]. Group 3: Strategic Importance for Huijin Co., Ltd. - Huijin Co., Ltd. expects the acquisition to enhance its business scale and profitability, thereby improving its operational resilience and overall asset quality [12]. - The company has faced significant pressure in recent years, with a cumulative loss of approximately 800 million yuan over three years due to declining revenues in its main business segments [13]. - In the first half of 2025, Huijin Co., Ltd. reported revenue of 80.94 million yuan, a year-on-year decline of 32.99%, and a net loss of 35.46 million yuan, although it showed a reduction in losses compared to previous periods [15].