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美方公布“最佳攻台时间”和“最佳登陆地点”,国台办回应
中国基金报· 2025-12-17 08:13
独"分裂和外来干涉,同我们一道维护台海和平稳定,推动两岸关系和平发展,推进祖国统一 大业。 此外,当天有记者提问,赖清德日前提出400亿美元特别预算案用于向美采购军备。《纽约时 报》近日曝光美国国防部机密报告部分细节, 指出中国大陆已有足够导弹力量,能在美军先 进武器抵台前先予以摧毁,意味着美国已无力"保台"。 对此有何评论? 朱凤莲指出, 台湾问题纯属中国内政,解决台湾问题是中国人自己的事,不容任何外来干 涉。 赖清德当局为一党私利不断谋"独"挑衅,不断增加防务预算,大搞"全民皆兵",把台湾 民众绑上"台独"战车,妄图"倚外谋独"、"以武谋独",是对台湾民众安全与利益的威胁。朱 凤莲强调,"台独"是绝路,外人靠不住,统一挡不住。我们有坚定意志、坚强决心、强大能 力,粉碎一切"台独"分裂图谋,坚决反对外部势力干涉,维护国家主权和领土完整。 来源: 大象新闻、参考消息 央视军事 12月17日,国台办举行例行新闻发布会。有记者提问:《华尔街日报》日前刊文,声称解放 军会通过三个步骤"攻台",并列出所谓"最佳攻台时间"和"最佳登陆地点",引发岛内关注。 对此有何评论? 国台办发言人朱凤莲:解决台湾问题、实现祖国完全 ...
泰国军队在柬阵地缴获中国造反坦克导弹?中方回应
中国基金报· 2025-12-17 08:13
来源:中国新闻网 北京日报 新华社 中国外交部发言人郭嘉昆17日主持例行记者会。 郭嘉昆表示,中方在乌克兰危机问题上的立场一贯明确,我们支持一切有利于和平解决危机的努 力,希望各方通过对话谈判尽早达成一份公平、持久、有约束力的和平协议。 他强调,中国一贯奉行独立自主的和平外交政策,坚持在和平共处五项原则基础上,同各国发展关 系开展合作,同时我们坚定维护自身的主权安全和发展利益。 外交部回应"欧盟希望将冻结的俄资产用于乌克兰":中方一贯反对违反国际法、未经联合国安理会授权 的单边制裁 俄新社记者提问,欧盟表示希望在12月18日-19日举行的欧盟峰会上,促使欧盟各国就使用冻 结的俄罗斯资产作出决定。将冻结的俄罗斯资产用于乌克兰的决定,是否会削弱中国对欧盟投资 环境的信心? 有记者提问:据报道,泰国军队在与柬埔寨的冲突中,在柬军阵地上缴获了中国制造的反坦 克导弹等装备。中方对此有何回应? 郭嘉昆:具体情况请你向中方的主管部门进行了解。我们要强调的是,中国与泰国、柬埔寨 以往都开展了正常的防务合作,不针对任何第三国,更与柬泰边境的冲突无关。 俄方称英法德准备加强对华关系以应对美国,外交部回应 12月17日,外交部发言 ...
沸腾!刚刚,A股暴力拉升!原因找到了
中国基金报· 2025-12-17 07:02
兄弟姐妹们啊,今天的市场,太惊喜了!上午虽然指数上涨,但依旧有4000多只个股下跌。而到了下午一点半之后,画风突变,三大指数 直线暴力拉升,泰勒终于可以理直气壮找一回暴涨的原因了! 而今天的标题,已经有热心读者帮我取好了! 接下来一起去看看发生了什么事情。 突然的爆买! 12月17日下午开盘之后,原本震荡的A股三大指数,突然直线拉升。上证指数涨超1%,深证成指涨超2%,创业板指数涨超3%! 全市场从上午的4000家下跌,转为3600多家公司上涨! | 背后原因是什么? | | --- | 为何突然拉升?泰勒找了一圈,起码跟三个消息有关。 首先,打响第一枪的是"牛市骑手"券商股, 金融股午后持续走强,华泰证券一度拉升涨近8%,中国太保、中国人寿、广发证券、东方财 富、中信建投等纷纷走高。 市场人士分析, 或许是资金在博弈中金公司复牌。 11月19日晚间,中金公司、东兴证券、信达证券发布《关于筹划重大资产重组的停牌 公告》,三家公司正在筹划由中金公司分别通过向东兴证券、信达证券全体A股换股股东发行A股股票的方式换股吸收合并东兴证券、信达 证券。 【导读】大涨原因,找到了! 中国基金报记者 泰勒 | | | | 券 ...
抄底!越跌越买
中国基金报· 2025-12-17 06:16
Core Viewpoint - On December 16, the A-share market experienced a turbulent adjustment, with a net inflow of over 15.7 billion yuan into stock ETFs across the market, indicating a strong interest in certain sectors despite overall market declines [2][4]. Group 1: ETF Fund Flows - The total net inflow of stock ETFs (including cross-border ETFs) reached 15.71 billion yuan on December 16 [4]. - Among the major categories, broad-based ETFs and Hong Kong market ETFs led the inflows, with net inflows of 6.18 billion yuan and 4.09 billion yuan, respectively [5]. - The net inflow for the CSI A500 index-related ETFs was 3.58 billion yuan, highlighting investor interest in this index [5]. Group 2: Leading Fund Companies - E Fund's ETF reached a latest scale of 808.78 billion yuan, with a net inflow of 3.08 billion yuan on December 16, and an increase of 208.13 billion yuan since 2025 [5]. - Huaxia Fund's ETFs, particularly the Hang Seng Technology Index ETF and the Sci-Tech 50 ETF, saw significant net inflows of 1.07 billion yuan and 0.86 billion yuan, respectively [5]. Group 3: Top Gaining ETFs - The top gaining ETFs by net inflow on December 16 included: - Hang Seng Technology Index ETF: 1.07 billion yuan [8] - A500 ETF (Huatai Baichuan): 1.04 billion yuan [8] - Sci-Tech 50 ETF: 0.86 billion yuan [8] - Other notable inflows were seen in the ChiNext ETF and the Hong Kong Stock Connect Technology ETF, with net inflows of 0.67 billion yuan and 0.57 billion yuan, respectively [8]. Group 4: ETFs with Significant Outflows - The ETFs with the largest net outflows included: - SSE 50 ETF: -1.04 billion yuan [9] - 800 ETF: -0.44 billion yuan [9] - ChiNext 50 ETF: -0.42 billion yuan [9] - The total outflow from broad-based ETFs like the CSI 300 ETF was -0.26 billion yuan, indicating a trend of capital withdrawal from these funds [9]. Group 5: Market Outlook - Industry analysts suggest that there is no need for excessive concern over short-term market fluctuations, as domestic policies continue to support the A-share market [9]. - The trend of domestic residents allocating to equity assets is still in its early stages, with expectations of accelerated foreign capital inflows into A-shares as the RMB appreciates [9].
彻底刷屏!刚刚,A股最赚钱新股来了!
中国基金报· 2025-12-17 04:48
Core Viewpoint - The article highlights the significant market movements in A-shares, particularly focusing on the impressive debut of Muxi Co., which has become the most profitable new stock since the full registration system was implemented in A-shares, with a potential profit of up to 395,000 yuan per share [5][6]. Market Overview - On December 17, A-shares saw a collective rise, with the Shanghai Composite Index increasing by 0.17%, the Shenzhen Component Index by 0.83%, and the ChiNext Index by 1.21% [1]. - The total trading volume in the Shanghai and Shenzhen markets reached 1.02 trillion yuan, a decrease of 98.7 billion yuan compared to the previous trading day [2]. Sector Performance - The technology sector experienced a strong rebound, with lithium mining and CPO concept stocks leading the market gains. The tourism and hotel sectors also saw significant increases [2][12]. - Lithium mining stocks surged, with companies like Shengxin Lithium Energy, Dazhong Mining, and Jinyuan Co. hitting the daily limit of 10% increase. Other notable performers included Salt Lake Co. and Ganfeng Lithium, which rose by over 7% and 4%, respectively [10][11]. Notable Stocks - Muxi Co. debuted with a staggering opening increase of 568%, reaching a peak profit of nearly 300,000 yuan per share on its first trading day. By midday, its stock price had risen to 824.5 yuan, marking a 687.79% increase [6][8]. - The total market capitalization of Muxi Co. reached 329.88 billion yuan, surpassing that of Moer Thread, making it the top hot stock in A-shares [8]. Tourism and Hospitality Sector - The tourism and hotel sector saw a notable rise, with stocks like Qujiang Cultural Tourism and Nanjing Commercial Travel hitting the daily limit of 10% increase. Other companies in this sector also experienced significant gains [12][14]. - Data from Qunar Travel indicated that hotel bookings for the New Year period have tripled compared to the previous year, with major cities like Guangzhou and Nanning leading in bookings [12]. CPO Sector - The CPO sector experienced substantial growth, with stocks like Zhongji Xuchuang and Xinyi Sheng rising significantly. Zhongji Xuchuang increased by 3.52%, while Xinyi Sheng saw a rise of 6.46% [18][20]. Retail Sector - The retail sector also showed active performance, with stocks such as Li Qun Co. and Baida Group reaching the daily limit of 10% increase. Other companies in this sector also followed suit with notable gains [15][16].
监管批复:同意开业!又一金融机构诞生
中国基金报· 2025-12-17 04:48
【 导读 】 富泽人寿 获批开业并受让君康人寿保险业务 中国基金报记者 忆山 又一例 由地方国资主导的 险企 风险化解案例正式落地 ! 12月16日,金融监管总局官网发布的多条批复信息显示,富泽人寿保险股份有限公司(以下 简称富泽人寿)已于今年1月获批筹建,6月获批开业,并接受山东金融监管局的属地监督管 理。 注册资本为 170亿元 地方国资为第一大股东 批复文件显示,富泽人寿营业场所位于山东省济南市,注册资本为170亿元。 公司业务范围包括:人寿保险、健康保险、意外伤害保险等各类人身保险业务;上述业务的 再保险业务;国家法律法规允许的保险资金运用业务;经国务院保险监督管理机构批准的其 他业务。 股东方面,整体呈现出"地方国资+行业保障基金+大型险企"的股权结构。具体来看,济南金 投控股集团有限公司出资84.5亿元,持股比例为49.71%;中国保险保障基金有限责任公司出 资60亿元,持股比例为35.29%;中国人保资产管理有限公司出资19.5亿元,持股比例为 11.47%;济南政金通达投资管理有限公司出资6亿元,持股比例为3.53%。 高管方面,冯毅获准担任富泽人寿董事长;谢祝锋获准担任富泽人寿总经理。资料显 ...
浙商银行高管斥资2104万元,超额完成增持计划
中国基金报· 2025-12-17 04:48
Core Viewpoint - Zheshang Bank's executives have successfully completed their share buyback plan, investing a total of 21.04 million yuan to acquire approximately 6.71 million shares, exceeding the minimum target by 5.22%, indicating strong confidence in the bank's future development [2][3]. Summary by Sections Executive Buyback Plan - As of December 16, Zheshang Bank announced that its executives had cumulatively purchased about 6.71 million A-shares, with a total investment of 21.04 million yuan, surpassing the planned minimum investment of 20 million yuan [2]. - The buyback plan was initiated on April 9, with a commitment to purchase shares within six months [2]. Shareholding Changes - Prior to the buyback, the executives held approximately 2.61 million A-shares, representing 0.0095% of the total share capital. Post-buyback, their holdings increased to about 9.32 million A-shares, or 0.0339% of the total [3]. - In August, Minsheng Life Insurance also increased its stake in Zheshang Bank, crossing the 5% threshold by acquiring 1 million H-shares for approximately 2.77 million HKD [3]. Performance Metrics - As of the end of Q3, Zheshang Bank reported total assets of 3.39 trillion yuan, a year-on-year increase of 1.91%. The bank achieved operating income of 48.93 billion yuan and a net profit attributable to shareholders of 11.67 billion yuan [3][4]. - The bank's non-performing loan ratio stood at 1.36%, a decrease of 0.02 percentage points from the end of the previous year, indicating improved asset quality [4]. Market Performance - As of December 17, Zheshang Bank's A-shares were priced at 3.05 yuan, with a total market capitalization of 83.76 billion yuan, reflecting a year-to-date increase of approximately 9.93% [4].
马年市场怎么走?千亿公募实力“军团”解码2026投资图谱
中国基金报· 2025-12-17 03:42
12月15日至17日,华安基金举办以"实力为鞍,乘势笃行"为主题的2026马年投资嘉年华。在这场被誉为"路演PLUS"的策略盛会上,华安 基金实力投研"军团"集体亮相,把脉2026年A股、港股、债券、指数及全球市场的投资机遇。 "实力为鞍,乘势笃行" 解码2026投资图谱 华安基金此次策略会以"实力为鞍 乘势笃行"为主题,深度阐释了公司的品牌核心和专业态度。 "实力为鞍"指华安基金将全方位的专业能力化为基石,为投资者"驾驭"市场、行稳致远提供保障。其中"鞍"字谐音"安",传递华安基金与 投资者智诚相伴的品牌承诺。"乘势笃行"彰显华安基金把握投资机遇,锐意进取的态度。"乘势"在于敏锐洞察周期,把握投资先机;"笃 行"则在于以稳健踏实的态度,将专业洞察转化为长期回报。 此次策略会,华安基金主动权益投资团队、固收团队、指数团队集体亮相,把脉2026年A股、港股、债券、指数以及全球投资机会。 华安基金副总经理、首席投资官翁启森 表示,2026年市场有望从流动性驱动逐步迈向盈利驱动。全A(非金融)盈利增长有望进一步改 善,预计TMT/制造业保持高增长、周期/消费利润逐步恢复。2026年产业机会有望扩散,可关注大制造、A ...
开幕倒计时!越疆机器人,要来了
中国基金报· 2025-12-17 03:42
Group 1 - The article highlights the upcoming Hong Kong International AI Art Festival, where the company Yuejiang Technology will showcase its innovative robot family, emphasizing the intersection of technology and art [2][4] - Yuejiang Technology aims to engage in deep dialogue with artists and audiences through its robots, exploring future human-robot relationships and the boundaries of creativity and technology ethics [4][6] - The Hong Kong government is actively promoting the city as an international innovation and technology hub, and Yuejiang Technology, as a listed company in Hong Kong, seeks to contribute to the region's prosperity through participation in this cultural and technological event [4][6] Group 2 - Yuejiang Technology will present a diverse range of robots at the festival, showcasing its technological advancements and innovative applications in the field of intelligent robotics [6][7] - The intelligent collaborative robot, already deployed in over 100,000 units globally, will demonstrate its creative capabilities beyond industrial settings, including painting and cocktail mixing, redefining the boundaries of technology-enabled creativity [7] - The four-legged robot Rover X1 will serve as an interactive focal point at the festival, showcasing its dual-vision tracking and all-terrain capabilities, embodying the concept of "one machine, multiple uses, cross-domain coexistence" [9][11] Group 3 - The six-legged bionic robot has achieved several breakthroughs, including enhanced stability, high load capacity, and quiet operation, making it suitable for various tasks in diverse environments [11][14] - Yuejiang Technology is one of the few companies with the capability to develop a full-form robot platform, having successfully launched the world's first full-size humanoid robot with dexterous manipulation and knee-walking capabilities [13][14] - The company has prior experience in blending technology and art, having successfully coordinated over 30 robots during the closing ceremony of the 15th National Games, which boosts confidence for deeper exploration of cross-domain coexistence at the Hong Kong festival [16][17]
守护老有所养,解码养老投资“排头兵”的专业之道
中国基金报· 2025-12-17 02:47
Group 1 - The core viewpoint of the article emphasizes the importance of public funds in enhancing the value of pension assets in China's three-pillar pension system, with ICBC Credit Suisse Asset Management being a leader in this field [2] - ICBC Credit Suisse has established a comprehensive pension investment management business and ranks among the top in the industry in terms of pension management scale [2] - As of the end of Q3 2025, ICBC Credit Suisse has launched 13 personal pension Y-share fund products, catering to different age groups and risk preferences from the "post-70s" to the "post-95s" [2] Group 2 - The article discusses the differences between annuity management and public fund products, highlighting three key areas: return objectives, role positioning, and investment models [4] - Annuity management focuses on matching the attributes of funds while pursuing long-term excess returns and controlling volatility to enhance client experience [4] - Public fund products offer standardized options for clients, while annuities emphasize customized services tailored to individual client needs, reflecting the social responsibility of annuity management [4] Group 3 - The third pillar of the pension system includes various financial products, with pension FOF (Fund of Funds) emerging as a core tool for public funds in this area [6] - Pension FOFs utilize a built-in asset allocation mechanism to achieve risk diversification and balance volatility, aligning with the long-term investment needs of personal pensions [6] - ICBC Credit Suisse's strategy involves managing market volatility to enhance long-term returns while maintaining a focus on controlling portfolio fluctuations [6]