来源：每日经济新闻综合自东方网、央视新闻 据 东方网·纵相新闻 8月28日报道，这两天两架无人机在上海环球金融中心，400多米的顶部风 洞处对撞的短视频在网上传播。 记者从上海环球金融中心获悉， 两架无人机系"黑飞"，坠机后大厦96层平台防水层被砸出坑洞。 运营方对此表达了强烈谴责。 8月27日，上海环球金融中心管理运营部负责人卢良君告诉记者，网传撞机事故发生在8月24日 下午，大厦物业在96层屋面平台发现了这两架坠落无人机， 其中一架翼轴倒插进屋面防水层， 造成地面穿孔破裂 。运营方随后报警，相关无人机已交由警方处理。 据了解， 由于离地400多米的大厦楼顶有一处"风洞"，环球金融中心已成为黑飞重灾区。 这已 是该大厦自2016年首次发生无人机坠机事故后， 记录在册的第95起事故。 卢良君告诉记者，万幸的是这些事故没有造成地面人员伤亡，但却给大楼带来了严重物损 。 比 如2017年4月12日，一架无人机直接撞击大厦98层风洞幕墙后坠毁，导致97层玻璃采光顶碎 裂，此次事件直接破坏了建筑防水结构，飞机残骸被找到后飞手已不见踪影。 卢良君表示，这些事故他们都有记录在案并报警，基本均为黑飞，相关责任人事后受到了不 ...

Core Viewpoint - In July 2025, a total of 25,420 cases of violations of the Central Eight Regulations were investigated nationwide, with 32,905 individuals receiving criticism and education, and 22,621 individuals facing disciplinary actions, marking the 143rd consecutive month of reporting such data [1]. Summary by Sections Violations and Issues - In July, 10,843 cases were related to non-performance, non-action, and misconduct in fulfilling responsibilities, accounting for 84.5% of the total formalism and bureaucratic issues investigated [2]. - Among the issues of hedonism and extravagance, violations related to the acceptance of valuable gifts and cash, excessive dining, and improper distribution of allowances or benefits accounted for 52.2%, 24.3%, and 11.9% respectively [3]. Levels of Offenders - In July, 3 cases involved provincial and ministerial-level leaders, 95 cases involved departmental and bureau-level leaders, 1,380 cases involved county and division-level leaders, and 23,942 cases involved grassroots-level officials, with the latter group making up 94.2% of the total violations [3]. Anti-Corruption Efforts - The intertwining of corruption and misconduct is a prominent issue in the current anti-corruption efforts, necessitating a comprehensive approach to address both problems simultaneously [3].

【导读】芯原股份拟控股芯来智融，自 8 月 29 日开市起停牌 中国基金报记者 闻言 8 月 28 日晚间， 芯原股份 发布公告称，公司正在筹划以发行股份及支付现金的方式，购买 芯来智融半导体科技（上海）有限公司（以下简称芯来智融）股权并募集配套资金， 但当前无 法确定是否构成重大资产重组及关联交易。 芯原股份在 2019 年入股芯来智融，但直到现在才计划控股芯来智融。芯来智融是国内首批基 于 RISC-V 开放指令集架构打造的应用生态企业之一，其从事的业务正是芯原股份计划重点布 局的产业。 芯原股份计划自 8 月 29 日开市起停牌，预计停牌时间不超过 10 个交易日。 截至 8 月 28 日收盘，芯原股份报 153 元 / 股，涨幅达 6.99% ，总市值为 804.3 亿元。 目前，芯原股份初步确定的交易对方为胡振波、芯来共创（上海）管理咨询中心（有限合 伙）、芯来合创（上海）管理咨询中心（有限合伙）。 天眼查显示， 胡振波是芯来智融的实控人，合计持有芯来智融 42.1208% 的股权，并且担任 芯来智融董事长兼总经理、财务负责人等职务。 同时，芯来共创（上海）管理咨询中心（有限合伙）、芯来合创（上海） ...

【导读】 中信证券上半年实现归母净利润137.19亿元，创历史最好中期业绩；中国银河、招 商、中信建投证券等 头部券商纷纷晒出"成绩单" 中国基金报记者 晨曦 2025年中报季即将收官。 8月28日晚间， 中信证券、 中国银河证券、招商证券、中信建投 证券 等 头部券商纷纷晒出"成绩单"， 业绩均有明显增长。 中信证券：总资产突破1.8万亿元 净利润创最好中期业绩表现 整体来看， 券商 "一哥"中信证券 2025年上半年经营业绩实现稳健增长：2025年上半年， 公司实现营业收入330.39亿元，同比增长20.44%；实现归母净利润137.19亿元，同比增长 29.80%，创下历史最好中期业绩。 截至2025年6月底，中信证券总资产规模突破1.8万亿元，较去年末增长5.67%；归母净资产 规模首次突破3000亿元，较去年末增长4.20%；ROE达4.91%，同比上升0.95个百分点。 同时，中信证券还给出了2025年中期利润分配方案：采用现金分红的方式向股东派发红利， 每10股派2.90元（含税），合计派发现金红利42.98亿元（含税），占2025年中期归属于上 市公司普通股股东净利润（未经审计）的32.53% ...

Core Viewpoint - Hongta Securities plans to sell six properties with an assessed value of 262.8 million yuan, aiming to activate idle internal assets and improve financial efficiency [2][5]. Summary by Sections Property Disposal Plan - Hongta Securities announced the intention to dispose of six properties through a public listing, with a total assessed value of 262.8 million yuan, reflecting an increase of 802.17% from the book value of 29.1289 million yuan [2][6]. - The properties are located in Kunming, Shanghai, and Shenzhen, with a total area of 14,197.57 square meters [6]. Financial Projections - If the properties are sold at the assessed value, the company expects to generate revenue of 262.8 million yuan and a profit of 187 million yuan [5][6]. - The highest assessed value property is located at Shanghai Tianlin East Road, valued at 178 million yuan, while the property with the highest appreciation rate is on Shanghai Yokohama Road, with an increase of 4,459.80% [6][7]. Recent Financial Performance - In the first half of 2025, Hongta Securities reported a revenue of 1.189 billion yuan, a year-on-year increase of 15.69%, and a net profit of 670 million yuan, up 49.25% from the previous year [7]. Industry Context - The sale of properties is not unique to Hongta Securities; other firms like Founder Securities have also engaged in similar asset disposals to enhance cash flow and focus on core business operations [9][10]. - The trend of selling idle properties among securities firms is seen as a strategy to optimize asset structure and improve operational efficiency [10].

Core Viewpoint - Zhejiang Commercial Bank's 2025 interim report highlights its commitment to long-termism and risk management, achieving stable operations despite industry challenges, with total assets reaching 3.35 trillion yuan, a 0.63% increase from the previous year [1][3]. Group 1: Financial Performance - The bank reported operating income of 33.248 billion yuan, with net profit attributable to shareholders at 7.667 billion yuan, reflecting a decrease of 5.76% and 4.15% year-on-year, respectively [1][6]. - The non-performing loan ratio improved to 1.36%, down by 0.02 percentage points from the previous year, indicating enhanced asset quality [1][4]. Group 2: Asset and Liability Management - As of June 30, total assets reached 3.35 trillion yuan, with loans and advances totaling 1.89 trillion yuan, a 1.69% increase year-on-year, driven by increased credit to the real economy [3][4]. - The bank's total liabilities grew to 3.14 trillion yuan, a 0.62% increase, with deposits surpassing 2 trillion yuan, reflecting a 7.47% increase [4]. Group 3: Strategic Initiatives - The bank is focusing on a "low-risk, balanced return" asset strategy, optimizing its asset-liability structure while enhancing service to the real economy [3][6]. - A new three-year action plan (2025-2027) has been launched to deepen its presence in Zhejiang, with financing services in the province reaching 1.12 trillion yuan, exceeding last year's total [3][4]. Group 4: Business Segments Performance - The corporate banking segment contributed 57% of total revenue, with a net increase of 66.8 billion yuan in corporate deposits [7]. - The retail banking segment showed positive momentum, with assets under management (AUM) exceeding 700 billion yuan and retail sales commissions increasing by 36% year-on-year [7]. Group 5: Future Outlook - The bank plans to maintain strategic focus and enhance financial services to the real economy, leveraging digital transformation and differentiated service offerings [9][10].

Core Viewpoint - SMIC reported a 39.8% increase in net profit for the first half of 2025, driven by strong market demand and improved capacity utilization [2][3][5]. Financial Performance - Revenue for the first half of 2025 reached 32.348 billion yuan, a year-on-year increase of 23.1% [3][5]. - Net profit attributable to shareholders was 2.301 billion yuan, reflecting a 39.8% year-on-year growth [3][5]. - The company's non-GAAP net profit was 1.904 billion yuan, up 47.8% year-on-year [3][5]. - Gross profit for the first half of 2025 was 7.087 billion yuan, a significant increase of 94% year-on-year, with a gross margin of 21.9%, up 8 percentage points [10][12]. Market Demand and Trends - The semiconductor industry is experiencing a recovery, with increased inventory replenishment and strong demand expected to continue into the third quarter of 2025 [5][17]. - The sales volume of wafers (equivalent to 8-inch standard logic) increased by 19.9% to 4.682 million pieces, with an average selling price of 6,482 yuan [12][14]. - The consumer electronics market is gradually recovering, driven by the upgrade of smart terminals, while the automotive electronics sector shows signs of rebound [13][14]. Revenue Breakdown - The revenue from consumer electronics remains the largest segment, accounting for 40.8% of total revenue, up from 33.4% in the previous year [14][15]. - Revenue distribution by region shows that the Chinese market accounted for 84.2% of total revenue, an increase from 80.9% the previous year, while the U.S. market's share decreased to 12.7% from 15.5% [15][18]. Research and Development - R&D expenditure for the first half of 2025 was 2.375 billion yuan, a decrease of 9.4% year-on-year, representing 7.3% of total revenue, down 2.7 percentage points [9][16].

【导读】 寒武纪发布风险提示公告 ，东芯股份停牌核查 中国基金报记者 泰勒 大家好，股价涨到公司"受不了"，寒武纪刚刚发布公告提示风险，并且给了最新的业绩指引。 一起看看公告说了什么。 寒武纪发布风险提示公告 8月28日晚间，刚刚登上A股"股王"宝座的寒武纪，发布了股票交易风险提示公告。 公告主要有以下内容： 第一，提示风险。 公告称，8月28日收盘价相比7月28日上涨133.86%，公司股价涨幅超过大部分同行业公司股价涨幅且显著高于科创综指、科创 50、上证综指等相关指数涨幅，股票价格存在脱离当前基本面的风险，投资者参与交易可能面临较大风险。 第二，全年业绩指引。 公告显示，预计2025年全年实现营业收入50亿元至70 亿元。公告称，这个数字系公司管理层的初步预测，不构成公司对任何投资 者的实质承诺。 第三，公司未有新产品发布计划。 近期网上传播的关于公司新产品情况的信息，均为误导市场的不实信息。 第四，公司供应链稳定的风险。 公告称，由于集成电路整个行业链是专业化分工且技术门槛较高，加之公司及部分子公司已被列入"实体清单"，将对公司供应链的 稳定造成一定风险，可能对公司经营业绩产生不利影响。 8月28日， ...

Core Viewpoint - Huaxi Biological has reported its worst half-year results, with significant declines in key financial metrics, indicating a period of operational challenges and a need for strategic reform [2][4]. Financial Performance - In the first half of 2025, Huaxi Biological achieved revenue of 2.261 billion yuan, a year-on-year decrease of 19.57% [2]. - The net profit attributable to shareholders was 221 million yuan, down 35.38% year-on-year [2]. - The net profit after deducting non-recurring items was 173 million yuan, reflecting a decline of 45% [2]. Business Challenges - The core business, particularly the skin science innovation transformation segment, has seen a significant revenue drop of 33.97%, contributing to 40.36% of the main business income [5][7]. - The company is transitioning its sales logic from a traffic-driven model to a scientifically validated brand communication approach [5]. - Marketing expenses remain high amidst fierce online competition, further compressing profit margins and straining cash flow [4]. Management Changes - A significant restructuring of the management team has occurred, with 11 senior executives leaving the company [7]. - The company has initiated a systematic adjustment of its management philosophy, business direction, and talent organization model [4][7]. Legal Issues - Huaxi Biological's wholly-owned subsidiary, Julang Co., has initiated international arbitration against Medytox, claiming damages of up to 750 million Hong Kong dollars due to a breach of contract regarding the supply of A-type botulinum toxin products [8].

【导读】直击中国人寿业绩发布会 中国基金报记者 天心 8 月 28 日上午，中国人寿在北京、香港两地同时举办 2025 年中期业绩发布会。 中国人寿作为寿险 " 头雁 " 交出半年成绩单，引发市场关注，也成为 观察中国保险业发展趋 势的核心风向标。 半年报显示，上半年，中国人寿总保费达 5250.88 亿元，同比增长 7.3% ，为历史同期最好 水平，增速创近五年同期新高；实现总投资收益 1275. 06 亿元，同比增长 4. 2 ％。 中国人寿上半年归母净利润为 409.31 亿元，同比增长 6.9% ； 6 月末归母股东权益 5236.19 亿元，较年初增长 2.7% 。截至 6 月末，中国人寿内含价值达 1.48 万亿元，稳居 行业首位；总资产、投资资产均突破 7 万亿元；综合偿付能力充足率达 190.94% ，保持较 高水平。 中国人寿董事长蔡希良、 总裁利明光，以及副总裁、首席投资官刘晖等 高管在发布会上与媒 体进行了交流，就公司发展规划、行业前景、资产配置、 AH 股投资等方面问题进行一一回 应。 成绩单 " 含金量 " 很高 一是紧扣服务大局与客户需求，挖掘养老、健康、理财领域潜在增长点，优化产 ...