【导读】美股震荡跳水， 美联储理事沃勒成为特朗普团队最看好的鲍威尔接班人 中国基金报记者 泰勒 大家好，今晚继续关注一下海外市场的表现。 美股震荡跳水 8月7日晚间，美股三大指数高开低走，涨跌不一，道指跳水跌超300点，纳指涨约0.3%，标普500指数小幅下跌。 | TX IKI: TARAFIAA Comments of the comments of the comments of the comments of the comments of the comments of the comments of the comments of the comments of the former of the form the forme t | | | --- | --- | | 成交量: 2.25亿股 | | | 分时 五日 日K 周K 月K 季K 年K 120分 60分 30分 15分 5分 1分 区间统计 全屏显 | | | 最新:43884.31 -308.81 -0.70% | | | | 44533.88 | | | 1100 | 半导体板块大涨，AMD涨约6%，台积电大涨4%。消息面上，虽然美 ...

8月7日晚间，长江证券 发布 公告称，长江产业集团通过协议转让方式受让的湖北能源及三峡资本持有的公司全部股份，已于8月6日完成 过户。 【导读】长江证券第一大股东正式变更 中国基金报记者 莫琳 2025年7月23日，方正证券发布公告称，瑞信证券（中国）已完成股权变动的工商变更登记，并取得换发的营业执照，方正证券不再持有 瑞信证券股权，北京国资公司正式持 有 瑞信证券85.01%股权。此外，瑞信证券已更名为北京证券，从外资主导的合资券商转变为国资控 湖北省国资成第一大股东 本次股份过户完成后，长江产业集团持有长江证券9.63亿股股份，占长江证券股份总数的17.41%。 长江产业集团的一致行动人武汉城市建设集团有限公司、湖北宏泰集团有限公司、湖北省鄂旅投创业投资有限责任公司、湖北省中小企业 金融服务中心有限公司、湖北日报传媒集团合计持有长江证券5.98亿股股份，占长江证券股份总数的10.81%。 长江产业集团及其一致行动人合计持有股份 占 长江证券股份总数的28.22%，长江产业集团成为公司第一大股东，湖北能源、三峡资本不 再持有长江证券股份。长江产业集团则由湖北省国资委持股100%。 对于此次交易，长江证券曾在 ...

Core Viewpoint - Guangfa Asset Management has withdrawn its application for public fund management qualifications, indicating a tightening approval process in the public fund industry amid a focus on high-quality development [2][3]. Group 1: Regulatory Changes and Industry Context - The China Securities Regulatory Commission (CSRC) issued new regulations in May 2022, allowing securities firms to achieve "one participation, one control, one license" for public fund licenses, leading to multiple applications from securities firms [5]. - As of August 1, 2023, only Everbright Asset Management, Anxin Asset Management (now Guozhen Asset Management), and Guojin Asset Management are still in the queue for public fund licenses, while Guangfa Asset Management has exited the approval list [6]. Group 2: Guangfa Asset Management's Actions - Guangfa Asset Management submitted its application for public fund management qualifications in January 2023, which was accepted, but later withdrew its application [5][6]. - The company has been transitioning its public collective investment products to its controlling fund company, Guangfa Fund, in preparation for the deadline of December 2025 for the transformation of public collective investment products [9]. Group 3: Product Management and Changes - As of the second quarter of 2025, Guangfa Asset Management's public collective investment products had a total scale of 32.539 billion yuan, with over 90% being money market products [10]. - The company has submitted multiple product change applications, with several products expected to be renamed upon approval [10].

【导读】 靖奇投资官微发布 声明：存在人员非法使用伪造法人印章 中国基金报记者 吴君 从今年6月至今，知名私募内斗升级。 8月7日下午，靖奇投资官微突然发布 《关于非法使用法人印章及合作机构尽职调查义务的声明》（以下简称《声明》）。对 此，公司相关 合伙人回应了中国基金报记者。 靖奇投资风险控制官唐人靖称，公司公众号于8月6日被人挂失了，找回需要权限，而唯一有权限的就是现在还是法人的 范思奇 ，公告里面 也有 范思奇 自己的署名。 靖奇投资官微发布声明 在《声明》中，靖奇投资表示， 近期，公司发现存在人员未经法定代表人范思奇授权，非法使用伪造法人印章及冒用法人签名，擅自进行 基金设立、清盘、证券账户开立等关键法律行为的情形。此类操作如未经有效授权，相关法律效力及后果需由实际操作者及相关责任方自 行承担。 靖奇投资强调，公司 已于今年6月通过律师函形式，正式要求相关人员归还印章，并于6月底向公安机关重新备案法人印章。目前，公司印 章由法人范思奇依法管理，任何他人持有并使用的所谓"公司印章"，均属伪造或非法占有，其行为及所形成文书，公司一律不予承认，亦 不承担任何法律后果。 公司还特别提醒各基金托管机构、证券公司 ...

Core Viewpoint - Ant Group's subsidiary, Ant Technology, has made significant progress in Real World Asset (RWA) business development over the past year, particularly in the context of the Hong Kong Monetary Authority's Ensemble sandbox initiative [2][4]. Group 1: RWA Business Development - Ant Technology's RWA technology platform and business model have matured, leading to new explorations in computing power and broader financial assets [2][6]. - The company has linked over 15 million new energy devices, creating the world's largest on-chain new energy device network [6]. - The RWA platform utilizes a "two chains, one bridge" architecture to efficiently connect domestic assets with global capital [6]. Group 2: Technological Innovations - Ant Technology has introduced the Layer 2 blockchain Jovay, which significantly enhances RWA transaction throughput and reduces user response time to under one second [6]. - The company employs advanced technologies such as AI models, homomorphic encryption, and zero-knowledge proofs to ensure asset privacy and compliance [6]. Group 3: Market Engagement and Compliance - Ant Technology is actively engaging with the Hong Kong market through open-source code, ecosystem openness, tool sharing, and industry-academic collaboration [7]. - The company has established a comprehensive tokenization issuance ecosystem by collaborating with licensed institutions in Hong Kong, covering all aspects from securities trading to digital asset custody [11]. Group 4: Strategic Focus - Ant Technology has selectively pursued RWA projects, focusing on stable value assets with clear legal rights and verifiable off-chain data, while rejecting less stable asset classes [9]. - The company aims to set industry standards for asset tokenization, with a technical specification for on-chain asset standards expected to be released soon [11].

Core Viewpoint - The collaboration between FAW Audi and Huawei's QianKun aims to break the technological barriers of fuel vehicles in supporting advanced driver assistance systems, marking a significant step in the smart transformation of traditional luxury car brands [2][4][10]. Group 1: Traditional Luxury Car Brands and Smart Transformation - Traditional luxury car brands are facing challenges in adapting to smart technologies, particularly in fuel vehicles that cannot support high-level driver assistance, hindering their "oil-electric intelligence" strategy [4][9]. - Audi has developed new platforms (PPE for electric and PPC for fuel) and a shared electronic architecture (E³1.2) to enhance control capabilities for both fuel and electric vehicles [7]. - The competition among traditional luxury car brands is shifting from mechanical quality and luxury features to a new standard based on the level of intelligence [9]. Group 2: Huawei's Role in the Automotive Industry - Huawei's QianKun is a smart automotive solution brand that aims to penetrate the core of traditional luxury car brands, marking a transition from "market for technology" to "technology export" in the Chinese smart automotive sector [10][12]. - Huawei has invested over 10 years in automotive intelligence, with a projected R&D investment exceeding 10 billion yuan in 2024 [12]. - As of July 2025, vehicles equipped with Huawei QianKun have traveled a total of 4.05 billion kilometers, with the parking assistance feature used 260 million times, indicating significant adoption of smart technologies [12].

Core Viewpoint - Guosen Securities is undergoing significant branch closures as part of its strategy to optimize operations and enhance customer service, with a total of 12 branches being shut down recently, following the closure of 9 branches announced last month [2][3][4]. Summary by Sections Branch Closures - Guosen Securities announced the closure of 12 branches, including locations in Jilin, Foshan, Qingdao, and Xiamen, effective September 5 [2]. - This follows a previous announcement to close 9 branches starting August 1, 2025 [3]. - Some of the closed branches are being relocated to local subsidiaries or other branches [4]. Industry Trends - A total of 68 branches have been closed across the industry this year, indicating a trend among brokerages to consolidate their branch networks [5][6]. - The closures are primarily aimed at optimizing regional layouts, reducing costs, and transitioning towards wealth management services [7]. Financial Performance - Guosen Securities has experienced a significant decline in revenue, with net profit in 2023 being approximately 60% of that in 2021 [9]. - The company has reduced its number of branches from 263 in 2022 to 238 in 2023, with further reductions planned [10]. - The user base for Guosen's mobile trading platform has grown from 12.8 million in 2019 to 29 million in 2024, reflecting a compound annual growth rate of 18% [10]. - The company expects net profit for the first half of 2025 to be between 4.78 billion and 5.53 billion yuan, representing a year-on-year growth of 52% to 76% [12]. Business Strategy - Guosen Securities is focusing on enhancing its online and offline customer acquisition and service capabilities, with a strong emphasis on wealth management and high-net-worth client services [13].

Core Viewpoint - Changshu Bank reported a net profit of over 1.969 billion yuan for the first half of 2025, marking a year-on-year increase of over 13% [2][4]. Financial Performance - For the first half of 2025, Changshu Bank achieved an operating income of 6.062 billion yuan, a year-on-year growth of 10.1% [4][6]. - The net profit attributable to shareholders was 1.969 billion yuan, reflecting a 13.51% increase compared to the same period in 2024 [4][6]. - The total assets of Changshu Bank reached 401.23 billion yuan by the end of June 2025, representing a growth of 9.45% from the end of the previous year [4][6]. Loan and Deposit Growth - The total loan amount stood at 251.47 billion yuan, with a year-on-year increase of 4.4% [4]. - Total deposits amounted to 310.78 billion yuan, showing an increase of 8.46% compared to the end of the previous year [4]. - Personal loans accounted for 54.20% of total loans, while personal operating loans made up 37.56% [4]. Asset Quality - As of June 30, 2025, the non-performing loan ratio was 0.76%, a slight decrease of 0.01 percentage points from the beginning of the year [4]. - The provision coverage ratio was 489.53%, down by 10.98 percentage points from the end of the previous year [4]. Capital Adequacy - The core Tier 1 capital adequacy ratio was 10.73%, and the total capital adequacy ratio was 10.78%, both showing a decline of 0.45 and 0.46 percentage points respectively from the end of the previous year [5].

Core Viewpoint - The cryptocurrency market experienced a significant surge following the announcement that U.S. President Trump will sign an executive order allowing cryptocurrencies to be included in 401(K) accounts, indicating a move towards mainstream acceptance of digital assets [2][12]. Market Performance - Bitcoin's price surpassed $116,000, marking an increase of over 2% [3]. - Ethereum rose by more than 5%, with its price exceeding $3,800 [5]. - Other cryptocurrencies, including Solana, Dogecoin, and Sui, also saw gains of over 5% [7]. Market Data - Bitcoin: Price at $116,289, 24H change +1.81%, 7-day change -1.98%, Market Cap $2.31 trillion, 24H Volume $56.53 billion [8]. - Ethereum: Price at $3,813.93, 24H change +5.00%, 7-day change -1.35%, Market Cap $459.63 billion, 24H Volume $26.83 billion [8]. - XRP: Price at $3.0695, 24H change +4.21%, Market Cap $181.72 billion [8]. - Solana: Price at $172.836, 24H change +5.29%, Market Cap $92.92 billion [8]. - Dogecoin: Price at $0.212060, 24H change +5.21%, Market Cap $31.75 billion [8]. Liquidation Data - Over 90,000 traders were liquidated in the past 24 hours, with a total liquidation amount of $261 million, including $63.26 million in long positions and $200 million in short positions [8][9]. Stock Market Reaction - U.S. stocks related to Ethereum reserves saw pre-market gains, with BTCS rising over 12% and BMNR and SBET increasing by over 7% [10].

【 导读 】浦银金科正式开业，银行系科技子公司再添一家 中国基金报记者 马嘉昕 8月7日，记者从浦发银行获悉，浦银金融科技有限公司（以下简称浦银金科）日前在上海开业。这意味着银行系科技子公司再添一家。 近年来，商业银行积极通过设立科技子公司来培育金融科技核心竞争力。据悉，自2015年兴业银行率先设立金融科技子公司以来，多家银 行纷纷布局。 据不完全统计，目前，银行系金融科技子公司数量已达24家，包括平安集团旗下平安壹账通、光大集团全资子公司光大科技、控股股东已 由浙商银行变更为浙金控股的易企银科技等。 同时，各大商业银行不断加大金融科技投入。例如，2024年，工商银行金融科技投入占该行营业收入的3.63%，金融科技人员占全行员工 总人数的8.6%。 再添一家银行系科技子公司 据悉，浦发银行党委副书记、行长谢伟出席了浦银金科的开业仪式。谢伟表示，该行将今年确定为"战略提升年"，以数字金融为核心驱动 力，全面打造银行业"数智化"转型新标杆。 " 浦银金科正式运作是满足战略要求、顺应客户期待、把握技术机遇的重要选择。 "谢伟表示，浦银金科要敢闯敢试、勇于探索，推动全集 团转型破局。 记者了解到，作为浦发银行集团的科 ...