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越跌越买!抄底来了
中国基金报· 2025-12-16 06:14
Core Viewpoint - The stock ETF market experienced a net inflow of nearly 7.5 billion yuan on December 15, despite a general market downturn, indicating strong investor interest in ETFs as a preferred investment vehicle during market fluctuations [2][4]. Group 1: Market Performance - On December 15, the A-share market saw a decline, with the Shenzhen Composite Index and the ChiNext Index both dropping over 1%. However, the consumer sector showed resilience, and commercial aerospace stocks remained active [2]. - Over the past three trading days, the net buying in the stock market has exceeded 18.5 billion yuan [3]. Group 2: ETF Inflows - The total net inflow into the stock ETF market on December 15 was approximately 7.457 billion yuan, with significant contributions from broad-based ETFs and Hong Kong market ETFs, which saw inflows of 4.318 billion yuan and 2.685 billion yuan, respectively [6]. - The CSI A500 Index ETF led the inflows with 4.942 billion yuan, with the Southern A500 ETF and Huatai-PB A500 ETF contributing over 3.9 billion yuan and 0.92 billion yuan, respectively [6][9]. Group 3: Fund Company Performance - Leading fund companies like E Fund and Huaxia Fund saw substantial inflows into their ETFs. E Fund's ETFs had a total scale of 818.24 billion yuan, with a net inflow of 1.19 billion yuan on December 15 [9]. - Huaxia Fund's A500 ETF and Sci-Tech 50 ETF also attracted significant inflows of 0.712 billion yuan and 0.462 billion yuan, respectively [9]. Group 4: Outflows from Specific ETFs - The CSI 300 Index ETF experienced the largest outflow, with a net outflow of 1.071 billion yuan, followed by the Securities ETF and Wine ETF, which saw outflows of 0.618 billion yuan and 0.420 billion yuan, respectively [11][12]. - Despite some broad-based and thematic ETFs experiencing outflows, institutional investors remain optimistic about the market outlook [15].
海南自由贸易港将启动全岛封关
中国基金报· 2025-12-16 06:14
与此同时,《关于海南自由贸易港货物进出"一线"、"二线"及在岛内流通税收政策的通知》 (财关税〔2025〕12号)、《关于海南自由贸易港进口征税商品目录的通知》(财关税 〔2025〕13号)、《中华人民共和国海关对海南自由贸易港加工增值免关税货物税收征管暂 行办法》(海关总署公告2025年第158号)、《海南自由贸易港禁止、限制进出口货物、物 品清单》(商务部公告2025年第43号)、《中华人民共和国海关对海南自由贸易港监管办 法》(海关总署公告2025年第159号)等系列文件,自正式启动全岛封关之日起施行。 来源:新华社 海南自由贸易港18日正式启动全岛封关 海南省政府12月16日对外发布通告称,按照党中央决策部署,自2025年12月18日起,海南 自由贸易港正式启动全岛封关。 ...
人民币,大涨!
中国基金报· 2025-12-16 05:33
中国基金报记者 忆山 【 导读 】 离岸、在岸人民币汇率再次刷新逾一年来新高 12月16日,在岸、离岸人民币对美元汇率再次走强。 其中, 离岸人民币对美元汇率 再次 击穿7.04,盘中一度升至7.03 725 ,创2024年10月 4 日以 来新高,截至发稿,报7.03 769 。 在岸人民币对美元汇率盘中最高升至7.0417,创下2024年10月8日以来新高,截至发稿,报 7.0421。 12月16日,中国人民银行授权中国外汇交易中心公布,银行间外汇市场人民币汇率中间价为 1 美元兑 人民币7.0602元,相较前一交易日调升54个基点。 谈及 近期人民币对美元汇价连续上行,东方金诚首席宏观分析师王青 认为有两个直接原因。 一 是12月11日美联储降息前后,美元指数持续下行,跌破100,带动包括人民币在内的非美 货币普遍升值。 二是 临近年底,企业结汇需求增加,带动人民币季节性走强。 而在 人民币持续走强后,前 期累积的结汇需求有可能加速释放。 数据显示,12月以来10年期美债收益率上升17个基点,而10年期国债收益率保持稳定,中美 利差"倒挂"幅度反而有所扩大。王青 指出,由此来看 ,近期人民币 兑 美元升 ...
A股,大跌!
中国基金报· 2025-12-16 05:33
Market Overview - The A-share market experienced a collective decline on December 16, with the Shanghai Composite Index falling to 3820.85 points, down 1.22%, the Shenzhen Component Index down 1.88%, and the ChiNext Index down 2.35% [2][3] - The total trading volume in the Shanghai and Shenzhen markets was 1.12 trillion yuan, a decrease of 606 billion yuan compared to the previous trading day [4] Sector Performance - The smart driving sector saw significant gains, with multiple stocks in the automotive sector rising sharply. Notable stocks included Wanji Technology, which recorded a 20% increase, and several others achieving the daily limit of 10% [15][16] - Consumer sectors, including restaurant tourism and commercial retail, continued to rise, with several stocks hitting the daily limit. For instance, Yonghui Supermarket and Baida Group both recorded a 10% increase [9][10] - Conversely, the large technology sector experienced a downturn, while precious metals, communication equipment, and chemical sectors led the declines [4][5] Notable Stocks - In the smart driving sector, several companies such as North Car Blue Valley and Changan Automobile saw increases of over 5% [18][19] - The hospitality sector also showed strength, with Junting Hotel rising nearly 7% and other hotel stocks following suit [11][12] Regulatory News - On December 15, the Ministry of Industry and Information Technology announced the approval of the first batch of L3-level autonomous driving vehicles for trial operations in designated areas of Beijing and Chongqing [20]
开幕倒计时!张睿睿:人形机器人首先要解决这个问题
中国基金报· 2025-12-16 03:48
【导读】成都人形机器人创新中心 参展首届香港国际AI艺术节, "人形机器人首先要解决大 脑问题" 中国基金报记者 卢鸰 "目前,人形机器人最核心的事情是解决大脑问题,让机器人足够聪明。"首届香港国际AI艺 术节即将开幕之际,成都人形机器人创新中心创始人兼董事长张睿睿在接受中国基金报记者 专访时表示。 成都人形机器人创新中心是四川省直接支持推动的省一号创新工程的一号原点项目,是中西 部地区估值及累计融资金额最高的人形机器人企业。 12月19日至21日,由紫荆文化集团主办的首届香港国际AI艺术节将在香港会议展览中心举 行,主题为"预见未来:现实与无界",成都人形机器人创新中心将赴港参展。 "香港有独特的地理位置优势 。 有香港的平台支撑,我们就不用舍近求远,去美欧展示和对 接客户,在香港就能够非常方便地对接全球资源,这对我们的产品出海非常有必要。"张睿睿 称。 以下是中国基金报记者与张睿睿此次对话的主要内容。 首先要解决大脑问题 中国基金报: 你 曾表示,人形机器人大规模商业化的理想价格是降至每台10万元以内。要实 现这一目标,最大的成本障碍是什么? 张睿睿: 首先 要有 市场,要有市场需求。因此,首先要解决的不 ...
利好突袭!20cm涨停
中国基金报· 2025-12-16 03:39
12月16日,A股汽车板块盘初走强,智能驾驶、车路云、新能源整车、车联网等概念股活跃。 个股方面,浙江世宝竞价涨停,威帝股份、索菱股份等开盘后迅速封板,豪恩汽电、云意电气等涨超10%。 【导读】汽车板块盘初走强,零售股火热;军工、传媒板块不振,博纳影业两日跌停 中国基金报记者 晨曦 大家好!一起关注最新的市场行情和资讯~ 12月16日,上午市场震荡走低,截至发稿,三大指数均跌超1%,超4500只个股下跌;北证50指数逆市飘红。 | 全A | ્રી ૪૨૨ 亚 66 | 跌 4533 A股成交额 | | --- | --- | --- | | 序号 代码 | | 现价 涨跌 涨跌幅 | | 1 = | 000001 上证指数 | 3829.05 -38.87 -1.00% | | വ | 399001 深证成指 | 12977.25 -134.84 -1.03% | | 3 | 899050 北证50 | 1454.75 22.79 1.59% | | ব | 881001 万得全A | 6154.53 -72.89 -1.17% | | ഗ | 000688 科创50 | 1305.78 -13.12 -1 ...
中美合作,成功查获!
中国基金报· 2025-12-16 03:39
Core Viewpoint - The article reports on a significant drug seizure by Chinese authorities, highlighting the ongoing efforts in combating drug trafficking and the collaboration with international agencies like the U.S. Drug Enforcement Administration (DEA) [2] Group 1 - On November 26, 2025, Chinese drug enforcement successfully seized 430 kilograms of cocaine at the Yantian Port in Shenzhen, based on intelligence provided by the U.S. DEA [2] - The case is currently under further investigation, indicating ongoing efforts to address drug-related crimes and enhance international cooperation in drug enforcement [2]
德国、法国、英国、意大利、波兰、芬兰、挪威、瑞典、荷兰等发表联合声明:组建“多国部队”支持乌克兰
中国基金报· 2025-12-16 00:17
来源:央视新闻 声明称"该部队将协助乌克兰重建武装力量、保障乌克兰领空安全,并提升海上安全,相关行 动也将包括在乌克兰境内展开的军事行动"。 声明强调,欧洲国家、乌克兰与美国之间存在广泛共识,并列出了各方已达成一致的立场—— 例如未来乌克兰军队规模应维持在最高80万兵力。此外,将建立"由美国主导、国际参与的停 火监督与核查机制"。 据央视消息,当地时间15日晚间,德国、法国、英国、意大利、波兰、芬兰、挪威、瑞典、荷 兰及欧盟机构领导人发表联合声明称,将组建一支"多国部队"支持乌克兰。 ...
一则大消息,突然引爆!
中国基金报· 2025-12-16 00:17
【导读】特斯拉逆市创年内新高!美联储理事斯蒂芬·米兰呼吁更快降息 中国基金报记者 郭玟君 大家早上好!昨夜今晨,又有很多大事发生。 美国三大股指小幅收跌,大型科技股涨跌互现,中概股普遍下跌。全无人驾驶出租车上路,特斯拉 股价 逆市 上涨, 创年内新高!美联储 理事斯蒂芬·米兰呼吁更快降息。 美国三大股指小幅收跌 美国三大股指小幅收跌,道指跌0.09%,报48416.56点;标普500指数跌0.16%,报6816.51点;纳指跌0.59%,报23057.41点。 赛富时跌近3%,3M公司跌近2%,领跌道指。 大型科技股涨跌互现 大型科技股涨跌互现,万得美国科技七巨头指数下跌0.23%。 特斯拉涨超3%,英伟达涨0.73%,脸书涨0.59%,其余美国科技七巨头均以下跌报收。 | 名称 | 代码 | 现价 涨跌 涨跌幅 年 年初至今 时间 | | | --- | --- | --- | --- | | 特斯拉(TESLA) | TSLA 1 475.310 | 16.350 3.56% | 17.70% 16:00 | | 英伟达(NVIDIA) | NVDA 2 | 1.270 0.73% | 31.31% 16 ...
002310,重大资产重组!
中国基金报· 2025-12-16 00:17
Group 1 - The core viewpoint of the article is that Oriental Garden is undergoing a significant transformation by acquiring stakes in renewable energy companies, marking a shift from its traditional ecological and environmental business to a focus on new energy [2][5]. - Oriental Garden's wholly-owned subsidiary, Oriental New Energy, plans to purchase 100% equity of Haicheng Ruihai and 80% equity of Electric Investment Ruixiang, with the transaction being a major asset restructuring [2][4]. - The acquisition of Haicheng Ruihai is set to occur through a public bidding process in Tianjin, with a minimum transfer price of 14.1 million yuan [4]. Group 2 - The company aims to implement a strategic layout in the new energy sector, focusing on the development and operation of centralized power stations, distributed energy projects, and the securitization of renewable energy resources [4]. - Oriental Garden has faced significant financial challenges, reporting a total revenue of 156 million yuan for the first three quarters of 2025, a year-on-year decline of 77.18%, and a net loss attributable to shareholders of 2.0659 million yuan [6]. - The company is currently involved in multiple legal disputes, with total claims amounting to 317 million yuan, which represents approximately 20.61% of its latest audited net assets [7][10].