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“不客气”!奇瑞,大爆发
中国基金报· 2025-12-05 04:14
Core Viewpoint - Chery Group has achieved significant growth in automotive sales, particularly in the new energy vehicle (NEV) sector, with a commitment to long-term strategies in innovation and globalization [2][5][12]. Sales Performance - In the first eleven months of 2025, Chery Group's total vehicle sales increased by 11.1% year-on-year to 2.562 million units, with exports rising by 14.7% to approximately 1.2 million units and NEV sales surging by 69.4% to 815,000 units [2][12]. - In November 2025 alone, NEV sales reached 117,000 units, marking a 50.1% year-on-year increase and achieving a historic high [12]. Globalization Strategy - Chery Group has maintained its position as the leading Chinese automotive exporter, with exports in November 2025 growing by 30.3% to 137,000 units, achieving over 100,000 units in monthly exports for seven consecutive months [6][10]. - The company is transitioning from "product export" to "brand export" through a global strategy that emphasizes local integration [6][10]. Product Development and Innovation - Chery Group has launched several new NEV models, including the Starway ET5 and Wind Cloud A9L, contributing to the formation of a strong product matrix [12][14]. - The company has received multiple international safety ratings, with 55 models achieving a global five-star safety rating, enhancing its credibility in high-standard markets [9][10]. Intelligent Technology and Ecosystem - Chery Group is advancing in intelligent technology, with significant breakthroughs in smart driving, AI models, and intelligent cabins, recognized by awards such as the "World's Top Ten Smart Cars" for the Starway ET5 [15][18]. - The company is also expanding into the robotics sector, with its humanoid robot "Mo Yin" achieving global delivery, aiming for sales of over 40,000 units by 2030 [18]. User-Centric Ecosystem - Chery Group is focusing on creating a "people-car-home" ecosystem, enhancing user engagement through co-creation initiatives that involve over 500,000 users in product development [23][24]. - The company aims to deepen its value proposition by providing comprehensive ecological services throughout the user journey, transitioning users from participants to co-creators [25].
加仓!连续加仓
中国基金报· 2025-12-05 03:54
Core Viewpoint - The stock ETF market in China experienced a significant net inflow of over 4.3 billion yuan on December 4, with a cumulative increase of 10.8 billion yuan over the past three days, indicating a strong interest in broad-based ETFs despite market volatility [2][5]. Group 1: Market Overview - On December 4, the A-share market showed mixed performance, with the Shanghai Composite Index down 0.06% and the ChiNext Index up over 1% [2]. - The stock ETF market saw a total increase of 1.789 billion shares, with a net inflow of 43.15 billion yuan, primarily driven by broad-based ETFs and Hong Kong market ETFs [5]. - The total scale of all stock ETFs in the market reached 4.56 trillion yuan as of December 4 [4]. Group 2: Fund Inflows - The net inflow for broad-based ETFs was 33.54 billion yuan, while Hong Kong market ETFs saw a net inflow of 12.2 billion yuan [5]. - The CSI A500 Index ETF led the inflows with 9.21 billion yuan, while the Shanghai market corporate bond index saw the largest outflow of 5.01 billion yuan [6]. - Recent inflows into the Hang Seng Technology Index exceeded 1.8 billion yuan, and the SGE Gold 9999 Index saw inflows of over 1.1 billion yuan [7]. Group 3: Top Performing ETFs - The top ETFs by net inflow included the Chinese Internet ETF with 5.33 billion yuan, the CSI A500 ETF with 4.56 billion yuan, and the SSE 50 ETF with 4.37 billion yuan [8]. - Notable inflows were also observed in the STAR Market ETF and the CSI 1000 ETF, with net inflows of 3.89 billion yuan and 2.99 billion yuan, respectively [8]. Group 4: Fund Outflows - The industry-themed ETFs experienced significant outflows, totaling 12.02 billion yuan, with the Bank ETF and Gold Stock ETF each seeing outflows exceeding 3 billion yuan [12][13]. - Other ETFs with notable outflows included the Chemical ETF and the Military Industry Leader ETF, both exceeding 2 billion yuan in outflows [13]. Group 5: Market Sentiment - Despite some industry-themed ETFs experiencing outflows, institutions remain optimistic about structural opportunities in the A-share market, anticipating clearer policy and fundamental expectations in December [15]. - Analysts suggest focusing on growth sectors such as AI, electric new energy, and industrial metals, while also considering potential policy-driven opportunities in sectors like hotels, logistics, and aviation as the year-end approaches [15].
热搜第一!知名大V,被全网禁言!网友:终于轮到你!最新回应
中国基金报· 2025-12-05 03:21
【导读】知名汽车博主陈震多平台账号被禁言,本人最新回应 中国基金报记者 晨曦 又有知名大V被"关麦"! 近期,知名车评人陈震多平台账号被禁言。其微博账号显示:"因违反相关法律法规,该用户目前处于禁言状 态。"抖音平台显示:"该用户因违反相关法律法规和政策,已被禁言。" 小 红 书 平 台 显 示:" 该 账 号 因 违 反 相 关 社 区 规 则,已 被 禁 言 。 " B 站 显 示:" 该 账 号 封 禁 中 。 " 快 手 显 示:" 账 号 禁 言 。 " 12月5日早间,"陈震多平台被禁言"的词条冲上微博热搜榜首位,且热度持续增加。 对此,陈震在其他账号上发布视频进行回应。陈震称:"这事早上起来看到之后确实有一点突然,但没什么可说 的,自作自受,多检讨自己吧。其实冷静下来想一想,这事很值得反思的点在于,流量很大,其实应该给大家 带来的更多应该是一些乐观的正能量,而不是一些激烈的言辞。没什么说的,以后注意吧。也感谢大家发来的 私信,感谢。还是那句话,吃一堑长一智,好好反思反思。" 随后, # 陈震回应全平台被禁言 # 的词条亦冲上微博热搜榜。 | | | 公开信息显示,陈震是资深车评人、萝卜报告创始人 ...
突然爆了!狂封20cm涨停板
中国基金报· 2025-12-05 03:16
Core Viewpoint - The commercial aerospace sector is showing strong performance, with stocks like Chaojie Co., Ltd. hitting a 20% limit up, indicating significant investor interest and potential growth in this industry [10][11]. Market Overview - On December 5, the A-share market experienced slight adjustments, with major indices showing minor declines. The Shanghai Composite Index was at 3871.76, down 4.04 points or 0.10% [3][4]. - The total trading volume reached 644.7 billion CNY, with a predicted turnover of 1.51 trillion CNY, a decrease of 47.7 billion CNY from previous estimates [4]. Sector Performance - The commercial aerospace, CPO, and Fujian sectors showed strength, while sectors like GPU, gas, and real estate faced declines [5][6]. - The commercial aerospace sector index rose by 2.18%, reflecting positive sentiment and investment in this area [6]. Stock Highlights - Chaojie Co., Ltd. saw a significant increase of 20% to 69.61 CNY, with a trading volume of 17.8 million shares and a market capitalization of 9.3 billion CNY [12]. - Other notable stocks in the commercial aerospace sector included Sry New Materials, which rose by 14.73%, and Aerospace Science and Technology, which increased by 10% [11][12]. News and Developments - According to Zhongke Aerospace, the company plans to conduct a suborbital flight test for its Lihong-1 remote vehicle, focusing on key technologies for atmospheric re-entry and recovery [13]. - The GPU sector faced downward pressure, with stocks like Jingjia Micro and Haiguang Information dropping over 2% [14][15]. IPO Activity - The "first domestic GPU stock," Moer Thread, debuted on the Sci-Tech Innovation Board, initially surging over 500% before stabilizing around 580 CNY, still reflecting a significant increase of over 400% [21].
“沸腾”了!“国产GPU第一股”上市,中一签狂赚27万!
中国基金报· 2025-12-05 02:24
【导读】摩尔线程登陆科创板,盘初一度涨超500% 中国基金报记者 李智 12月5日,被称为"国产GPU第一股"的摩尔线程登陆科创板。 今日开盘, 摩尔线程竞价高开468%, 一度大涨超500 %, 随后震荡调整。截至发稿,该 股报604.99元/股,总市值为2844亿元。投资者 中一签 可 盈利近2 7 万元。 | W | N摩尔-U(688795) | | | | --- | --- | --- | --- | | 交易中 12-05 09:32:28 融 | | | | | 604.99 8 46.66亿 | 股本 4.70亿 | | 市盈 -196 万得 | | 490.71 429.39% 换 24.58% | 市值1 2844亿 | 盘口 市净 24.70 V | | | 分时 王日 | 周K | 月K | 更多 ◎ | | 叠加 | | 均价:646.13 盘口 资金 | | | 688.00 A. | | 502.03% 卖五 606.89 | 14 | | | | 卖四 606.00 | 7 | | | | 卖三 605.99 | 35 | | | | 【】 Hak 605.07 | 4 | ...
刚宣布!饿了么,正式更名!
中国基金报· 2025-12-05 01:23
【 导读 】饿了么正式更名为"淘宝闪购" 中国基金报记者 曹雯璟 经过过去半年快速增长后,站在全新市场格局下的淘宝闪购,迈出新阶段的重要步伐。 12月5日上午,淘宝闪购官方正式宣布:即日起"饿了么"App在更新至最新版本后将全面焕新为"淘宝闪购"。 淘宝闪购 方面向记者 表示 :" 更新是为了更好,更好也激励我们常新。 " 这是饿了么多年沉淀的服务和履约能力、产品技术、用户信任 与组织韧性的全面检验和焕新升级,由此将更深度融入阿里集团 " 大消费平台 " 战略,释放更大价值,在服务用户、商家、骑士的道路上 迈出更关键的一步。 从"蓝"到"橙",更新是为了更好,更好也激励我们常新。 未来,我们会继续守护好每个即时送达的需求,更将继续 带来更丰富的商品选择、更惊喜的优惠权益。不断让每一 位新老朋友,都体验到更多更新更好的服务。 淘宝闪购, 与你一起继续SHINE GO! 过去这些年,"饿了么"这个名字,有幸出现在很多人生活里 很珍贵的瞬间: 大学宿舍楼口的午餐, 清晨通勤中的飘香 咖啡, 加班格子间的宵夜, 世界杯中的炸鸡啤酒, 办公室庆 生的蛋糕,求婚餐厅里的鲜花,宝宝深夜应急的退烧药, 猜 答案免单的快乐 . ...
美军发动袭击
中国基金报· 2025-12-05 01:03
Group 1 - The U.S. military conducted a strike in the Eastern Pacific against a vessel identified as a drug trafficking ship, resulting in the death of four individuals [1] - The operation was part of a broader military initiative named "Operation Southern Strike," aimed at combating drug trafficking in the Caribbean region, which has faced strong opposition from Venezuela and other Latin American countries [1] - Since early September, the U.S. military has reportedly conducted 21 strikes against alleged drug trafficking vessels, leading to 82 fatalities, although no evidence has been provided to substantiate these claims [2] Group 2 - Venezuelan President Maduro confirmed a recent phone conversation with U.S. President Trump, indicating a willingness to engage in dialogue and emphasizing the importance of respect and peace in U.S.-Venezuela relations [4] - Venezuela's Foreign Minister criticized the U.S. for imposing 1,042 sanctions on the country, labeling them as "criminal" and "illegal," and expressed concerns over the increasing military presence of the U.S. in the Caribbean [5] - Several airlines have suspended flights to Venezuela due to navigation signal disruptions attributed to U.S. actions, highlighting the impact of geopolitical tensions on commercial operations [5]
300774,宣布重要收购
中国基金报· 2025-12-05 01:03
Core Viewpoint - The article discusses the strategic acquisition by Beijite (300774) of a controlling stake in Yunnan Wenye Nonferrous Metals Co., aiming to enhance its position in the antimony industry chain from raw material extraction to smelting and recycling [2][3]. Group 1: Acquisition Details - Beijite's subsidiary, Beijite (Beijing) New Materials Technology Co., signed a framework agreement to acquire a controlling stake in Wenye Nonferrous [2]. - This acquisition is part of Beijite's strategy to integrate its operations in the antimony industry, complementing its previous acquisition of a 55% stake in Dahao Mining for 224.8 million yuan [3]. - The goal is to establish a complete industrial chain covering antimony extraction, smelting, and recycling, thereby improving resource utilization and profitability [3]. Group 2: Company and Financial Overview - Wenye Nonferrous, established in June 2001 with a registered capital of 10.68 million yuan, specializes in antimony ore smelting and sales, located in Yunnan province [4]. - The smelting capacity of Wenye Nonferrous is expected to complement the antimony resources from Dahao Mining, addressing upstream raw material processing issues [4]. - Dahao Mining, previously acquired by Beijite, has not yet turned a profit, with projected net losses of 16.5 million yuan and 12.9 million yuan for 2024 and 2025 respectively [5]. Group 3: Industry Insights - Antimony is a critical raw material in the semiconductor and new energy sectors, with increasing market demand [5]. - According to Dongxing Securities, antimony consumption in the global photovoltaic glass sector is expected to grow by 38.6% year-on-year in 2024, with a compound annual growth rate of 22% from 2024 to 2027 [5]. - The global supply-demand gap for antimony is projected to widen over the next three years, supporting a long-term high price range for antimony [5].
多地中国公民被绑,中使馆:保持低调不露富!
中国基金报· 2025-12-05 00:37
三、 保持言行低调不露富。 尽量使用非现金交易和支付手段,不在经营场所、住所存放或随身 携带大额现金。外出不佩戴黄金等贵重首饰,避免成为犯罪目标。 四、出游做好充分行前准备和规划。若出境旅行,请提前通过中国领事服务网,目的地国海关和 移民部门、驻外使领馆网站等了解入出境政策、禁止携带物品等方面要求,仔细检查护照有效 期、签证停留期等重要信息。出游应选择正规旅游服务商和安全、成熟旅行路线,积极考虑购买 人身意外保险(旅行险)。选择位于城市安全地带、安保设施齐全的正规酒店入住。避免前往位 置偏僻、人烟稀少和治安状况不佳的网红"野景点"。谨慎参加高空、高速、涉水、极地等游玩项 目。如参与高风险项目,务必接受专业指导培训和向导陪护,严格做好安全防护。 五、谨防电信网络等诈骗。详细了解各类常见诈骗手段及应对方式,提高防骗意识和能力。牢记 驻外使领馆、国内公检法机关等不会通过电话办案或索要个人信息,严守不转账、不付款、不透 露个人信息的安全红线。 开普敦等旅游热点地区有不法分子伪装成停车收费员、保安员等对游客 实施信用卡诈骗,请高度警惕避免上当。 请勿轻信各种"优惠换汇"或私下换汇信息,通过银行、 合法换汇柜台等正规渠道 ...
芯片大牛股,突然“崩了”!
中国基金报· 2025-12-05 00:37
中国基金报记者 郭玟君 【导读】美国三大股指收盘涨跌不一,英特尔一度大跌超8% 大家早上好!昨夜今晨,又有很多大事发生。 | 名称 代码 序号 现价 涨跌 涨跌幅▼ 年初至今 时间 | | --- | | 脸书(META PLATF META 1 661.530 21.930 3.43% 13.25% 16:00 | | 英伟达(NVIDIA) NVDA 2 183.380 2.12% 36.59% 16:00 | | 特斯拉(TESLA) 7.740 1.73% 12.54% 16:00 | | 微软(MICROSOFT MSFT 4 480.840 3.110 0.65% 14.92% 16:00 | | 谷歌(ALPHABET)-( GOOG 5 318.390 -2.230 -0.70% 67.73% 16:00 | | 苹果(APPLE) -3.450 -1.21% 12.60% 16:00 | | 亚马逊(AMAZON) AMZN 7 229.110 -3.270 -1.41% 4.43% 16:00 | 中概股涨跌不一 中概股涨跌不一,纳斯达克中国金龙指数涨0.39%,万得中概科技龙头指数持平。 ...