中国基金报
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香港证监会、港交所联合致函保荐人!
中国基金报· 2025-12-10 10:28
Core Viewpoint - The Hong Kong Stock Exchange (HKEX) has confirmed a joint letter with the Hong Kong Securities and Futures Commission (SFC) to IPO sponsors regarding concerns over the declining quality of recent listing applications and non-compliance issues [8]. Market Performance - On December 10, the Hong Kong stock market saw a rebound, with the Hang Seng Index rising by 0.42% to close at 25,540.78 points, and the Hang Seng Tech Index increasing by 0.48% to 5,581.10 points. The market turnover was HKD 1,933.92 billion, down from HKD 2,102.36 billion the previous trading day [2]. - Among the constituents of the Hang Seng Index, 43 stocks rose while 42 fell. Notable gainers included WH Group, which rose by 5.01%, Haidilao by 3.45%, and CSPC Pharmaceutical by 3.19% [3]. Individual Stock Highlights - WH Group (Code: 0288) closed at HKD 8.590, up 5.01% with a year-to-date increase of 65.77% [4]. - Haidilao (Code: 6862) closed at HKD 14.100, up 3.45%, but has seen a year-to-date decline of 6.10% [4]. - CSPC Pharmaceutical (Code: 1093) closed at HKD 7.770, up 3.19%, with a year-to-date increase of 67.18% [4]. - Alibaba (Code: 9988) had a turnover of HKD 93.22 billion, rising by 1.52% with a year-to-date increase of 89.04% [5]. Vanke Enterprises - Vanke Enterprises experienced a significant surge, with its stock price reaching a maximum increase of 18.56% on December 10, closing at HKD 3.78 per share, up 13.17% for the day [10]. - The company held a bondholders' meeting on December 10 to discuss the extension of its first bond, "22 Vanke MTN004." The company announced that it would not adjust the interest rate of "21 Vanke 02," maintaining it at 3.98% [12]. ETF Launch - The Southern Eastern UK Index Covered Call Option Active ETF is set to launch on December 11 on the Hong Kong Stock Exchange. This ETF will primarily invest in the constituents of the Hang Seng China Enterprises Index and aims to generate income through option premiums [15]. Investment Opportunities - UBS Wealth Management highlighted that the Chinese technology sector represents one of the most significant global opportunities, driven by ample liquidity and expected corporate earnings growth of up to 37% in 2026 [16].
突然官宣,支持退票!
中国基金报· 2025-12-10 08:04
Core Viewpoint - Shanghai Disneyland Resort will optimize its theme park ticket refund and exchange policy starting January 12, 2026, to provide more convenience for visitors and help them better cope with unforeseen factors affecting their travel plans [2][9]. Current Policy Overview - The current policy prohibits the transfer, cancellation, or refund of park tickets, which has faced criticism and numerous consumer complaints [5][10]. New Refund Policy Details - The new refund policy will implement a tiered refund standard for tickets purchased through official direct channels. Visitors can apply for a full refund if they submit their request at least 7 days before their visit. A service fee of RMB 80 will apply for requests made between 6 days and 1 day before the visit [6][12][14]. - Tickets eligible for the new refund standards must not have used any official discounts or undergone date changes at the time of purchase [11][19]. Visitor Statistics and Growth - Since its opening, Shanghai Disneyland has consistently seen record-high visitor numbers, becoming a global landmark tourist destination. In 2024, it is expected to welcome 14.7 million visitors, maintaining its position as the fifth most visited theme park globally and the most visited in China [7][9]. - In November 2023, the total visitor count surpassed 100 million, and plans are underway to build a fourth themed hotel and expand Disney Town [7][9]. Commitment to Visitor Experience - The resort aims to continuously enhance its offerings and operations to meet the diverse needs of visitors, thereby improving their overall experience [9][10].
刚刚,A股突发!原因,找到了!
中国基金报· 2025-12-10 08:04
【导读】A股午后回暖,万科涨停,背后原因是什么? 中国基金报记者 泰勒 大家好,今天的市场,亮点不少,三大指数本来盘中下跌震荡,但午后小作文疯传,在地产板块的带领下,指数尾盘拉升,一起看 看发生了什么事情。 探底回升 12月10日,A股全天探底回升,三大指数涨跌互现。截至收盘, 沪指跌0.23%,深成指涨0.29%,创业板指跌0.02%。 市场共2435只个股上涨,60只个股涨停,2844只个股下跌。 | 880005 涨跌家数 | | | | --- | --- | --- | | 글 中 | 涨停 | 60 | | 涨幅 | > 7% | 104 | | 涨幅 | 5-7% | 1 12 | | 涨幅 | 3-5% | 217 | | 涨幅 | 0-3% | 2042 | | 跌幅 | 0-3% | 2601 | | 跌幅 | 3-5% | 196 | | 跌幅 | 5-7% | 31 | | 跌幅 | > 7% | 16 | | 官中 | 跌停 | 11 | | 上涨家数 下跌家数 | | 2435 2844 | | 平盘停牌 总品种数 | | 178 | | | | 5457 | | 总成交 | 交客 ...
英华号周播报|如何把握年底投资机会?个人养老基金究竟该怎么选?
中国基金报· 2025-12-10 08:04
Group 1 - The core viewpoint of the article emphasizes the importance of fundamental analysis, technology, new consumption trends, and overseas expansion in investment strategies for 2026 [2] - The article discusses the "slow bull" market trend, suggesting that investors should focus on genuine investment opportunities rather than speculative ones [2] - It highlights the significance of sectors such as technology and new consumption as key drivers for market performance in the upcoming years [2] Group 2 - The article mentions that the Japanese government bond yields are rising rapidly, which is impacting the yen's value [3] - It addresses the increasing market volatility and suggests that investors should consider systematic investment plans to seize year-end investment opportunities [3] - The article also points out the ongoing focus on AI applications within the technology sector, indicating that it remains a crucial market engine [3]
重大损失!卢昌义逝世
中国基金报· 2025-12-10 07:42
【导读】厦门大学教授卢昌义逝世,享年79岁 来源:厦门大学官网、厦门大学环境与生态学院微信公众号等 卢昌义,汉族,籍贯福建南安,1947年3月9日出生于福建厦门。1965年—1970年就读于厦 门大学生物系,1980年考入厦门大学生物系攻读硕士学位,师从中国工程院院士林鹏教授。 他长期在厦门大学从事教学与科研工作,曾任厦门大学环境科学研究中心副主任、厦门大学 嘉庚学院环境科学与工程学院院长等职。 据介绍,卢昌义是我国红树林研究领域的开拓者和领军人物之一,在红树林研究领域已连续 工作47年,是习近平生态文明思想"厦门实践"的践行者,潜心于红树林湿地生态恢复与保护 的科研与实践,取得了系统性、创新性的重要成果。其红树林保护与修复工作获中央及地方 媒体多次报道,《人民日报》评价他"从事红树林研究40余年,为守护好陆海连接处的'国 宝'倾注了大量心血"。 他主持了厦门下潭尾、筼筜湖等多项重大红树林生态修复工程,解决了困难滩涂造林等关键 技术难题,他牵头建设的下潭尾红树林湿地公园是厦门环东海域综合整治与生态建设的出彩 之笔。他的研究成果曾获国家科技进步奖三等奖、教育部自然科学一等奖、福建省科技进步 奖二等奖等多项重要奖 ...
超63亿资金,跑了
中国基金报· 2025-12-10 06:36
【导读】周二股票 ETF资金 净流出超63亿元 这也是本周连续第二个交易日资金净流出,两天合计"失血"超百亿元。 通信、人工智能相关 ETF 领涨 Wind数据显示,截至12月9日,全市场1272只股票ETF总规模达4.60万亿元。 12月9日,股票ETF成交额合计1808.53亿元,与前一交易日2095.51亿元相比缩量近300亿 元。其中,A500ETF华泰柏瑞当日成交77.62亿元,位居首位。 此外,A500ETF基金(华夏)、A500ETF南方、香港证券ETF(易方达)、中证A500ETF (国泰)、中韩半导体ETF(华泰柏瑞)成交额在50亿元以上;A500ETF易方达、港股创新 药ETF(广发)成交额均在45亿元以上。 中国基金报记者 天心 本周二( 12 月 9 日), A 股市场继续震荡调整,三大指数涨跌不一,沪深两市成交1.92万 亿元。 市场调整下,部分资金选择落袋为安。周二全市场股票 ETF (含跨境 ETF )资金净流出超 63亿元, 医药、恒生科技、红利、有色金属、中概互联等相关ETF净流入靠前。 在股票ETF中,当日37只股票ETF净流出超过1亿元,部分宽基ETF和行业主题净流出靠前 ...
我国电力行业首颗遥感卫星成功发射
中国基金报· 2025-12-10 06:36
今天(10日),我国电力行业首颗遥感卫星——"电力工程号"在酒泉成功发射,顺利进入预 定轨道,我国电网工程技术领域创新发展再添硕果。 此次发射的电力卫星,由国家电网电力工程研究院联合相关技术企业共同研制,是我国首颗 面向电网建设与运行全链条需求的光学遥感卫星。 国网电力工程研究院电力卫星应用中心主任杨知介绍,这颗卫星建成之后,未来用于西南水 电送出更重要的一些特高压工程的建设施工、环保水流监测、勘察设计的评估、校核,输电 线路整个全生命周期智能巡检,以及防灾减灾等19类场景。 专家表示,随着西南水电、"沙戈荒"新能源基地加快建设,电网规模持续扩大,输电线路不 断向高海拔、极寒等复杂环境延伸,对电网建设管理、运维应急和灾害防控提出了更高要 求,而现有通用光学卫星难以满足专业化需求,因此,要研制电力专用卫星。 国网电力工程研究院院长刘前卫介绍,这颗卫星在输电线路的勘察和线路巡视方面,精度大 概能提高5倍以上。在通道的检测和灾害的预测预警方面,效率大概能提高7倍以上,特别在 东西走向这一侧,因为这颗卫星主要监测东西走向通道,这样可以大幅提高电网应急处置能 力和勘测设计能力。 来源:央视新闻 据了解,"十五五"期间, ...
中使馆紧急提醒:中国公民尽快撤离
中国基金报· 2025-12-10 06:36
+243-818906284 +243-816770006 来源: 中国驻刚果民主共和国大使馆 据中国驻刚果民主共和国大使馆10日消息,近期,刚果(金)东部安全形势急剧恶化,南基伍 省多地武装冲突持续升级。根据联合国及多方信息,M23近期在南基伍省乌维拉(Uvira)、瓦 伦古(Walungu)、姆文加(Mwenga)、沙邦达(Shabunda)、卡巴雷(Kabare)、菲齐 (Fizi)、卡莱赫(Kalehe)等地区频繁使用重型武器对民用设施发起攻击,造成大量人员伤 亡和难民流离失所。据人道机构初步统计,12月2日至7日期间,南基伍省冲突已造成至少74人 死亡、83人受伤,超过20万人流离失所,数千人越境前往布隆迪、卢旺达避难。 中国驻刚果(金)使馆再次郑重提醒, 中国公民切勿前往刚东部北基伍、南基伍、伊图里、上 韦莱等省,亦不得从卢旺达、乌干达、布隆迪、坦桑尼亚、赞比亚、中非等国越境前往上述地 区,仍在刚果(金)东部地区驻留的中国公民和企业应尽快撤离。 如遇紧急情况,请及时报警 并同中国驻刚果(金)等国使馆联系。 联系方式: 刚果(金)报警电话: +86-10-65612308 驻刚果(金)使馆领事保护与 ...
突破3000万,全球增长最快!
中国基金报· 2025-12-10 05:51
【导读】23天月活破3000万!千问成为全球增长最快AI应用 12月10日,阿里千问公测23天月活突破3000万,成全球增长最快AI应用。千问APP正加速 从"聊天"迈向"办事",向所有用户首批开放AI PPT、AI写作、AI文库、AI讲题四项新功能。 业内人士表示,长期以来,国内市场对标ChatGPT的高质量、普惠性AI应用存在巨大的"需求 堰塞湖"。千问以极快的速度突破3000万月活,雄辩地证明了这一市场的真实性与广阔性。 市场需求验证与产业势能正集中释放。 千问月活突破3000万 开放AI PPT等四项新功能 12月10日,阿里巴巴官方信息显示,自11月17日公测仅23天,千问月活跃用户数(含 APP、Web、PC端)已突破3000万,成为全球增长最快的AI应用。 同时,千问APP正在加速从"会聊天"迈向"能办事",向所有用户首批开放AI PPT、AI写作、 AI文库、AI讲题四项新功能。 业内人士表示,"开放四项新功能"是此次事件中最具实质性意义的举措。它标志着千问乃至 阿里AI的战略重心,正从追求模型的通用能力"能聊天",转向解决特定场景的具体问题"能办 事"。 FJR 7E 向所有用户开放四项"办 ...
国台办回应赖清德当局出卖台积电
中国基金报· 2025-12-10 05:33
Group 1 - The Taiwan Affairs Office (TAO) expresses serious concern over the Taiwanese government's actions to align with the U.S., particularly regarding the proposed $300 billion investment in Taiwan's semiconductor industry, which could severely impact Taiwan's economic autonomy and development [3][4]. - The TAO criticizes the Taiwanese government for its willingness to sacrifice local industries, such as TSMC, for U.S. interests, highlighting a $100 billion investment by TSMC in the U.S. that has caused panic and discontent among Taiwanese citizens [3][6]. - The TAO calls for unity among the Taiwanese public to oppose the current administration's policies, which they view as detrimental to Taiwan's economic interests and sovereignty [3][4]. Group 2 - The TAO responds to the U.S. National Security Strategy, which mentions Taiwan multiple times, asserting that Taiwan's issues are internal matters for China and should not involve foreign interference [7][8]. - The TAO condemns the Taiwanese government's collaboration with external forces, which they believe exacerbates tensions in the Taiwan Strait, and warns that attempts to seek independence through foreign support will ultimately fail [8].