中国基金报

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国常会,重要部署
中国基金报· 2025-09-19 14:51
Core Viewpoint - The meeting chaired by Premier Li Qiang emphasizes the importance of long-term and systematic efforts in promoting the construction of a Beautiful China, integrating ecological protection with high-quality development [3]. Group 1: Beautiful China Construction - The construction of a Beautiful China is a long-term systematic project that requires persistent efforts [3]. - The meeting stresses the need to implement Xi Jinping's ecological civilization thought and adhere to the principle that "lucid waters and lush mountains are invaluable assets" [3]. - It highlights the importance of balancing high-quality development with high-level protection, enhancing green development momentum while reducing resource and environmental costs [3]. - The focus is on consolidating and expanding achievements in pollution prevention and ecological protection, driven by the expectations of the people [3]. Group 2: Government Procurement Standards - The establishment of domestic product standards in government procurement is a significant measure to improve the procurement system and ensure fair competition [4]. - The meeting calls for reasonable classification and specific requirements for key components and processes of certain products [4]. - It emphasizes the need for a smooth implementation of these standards, including a reasonable transition period to support enterprises in their industrial layout and investment planning [4]. Group 3: Banking Industry Regulation - The meeting discussed and approved the draft revision of the Banking Supervision Law, which will be submitted to the National People's Congress for review [4]. - It underscores the stability of banking financial institutions as crucial for the stability of the financial system and the safety of people's assets [4]. - The meeting calls for the enhancement of management systems and strict legal enforcement against illegal financial activities to protect consumers' rights and prevent financial risks [4].
智元机器人合伙人,浮出水面!
中国基金报· 2025-09-19 14:51
Core Viewpoint - The article highlights the establishment of ZhiYuan Robotics, detailing its founding team and their extensive backgrounds in AI, robotics, and system integration, indicating a strong potential for innovation and market impact in the robotics industry [2][4][5]. Group 1: Founding Team - The founding team of ZhiYuan Robotics includes notable figures such as Deng Taihua (Founder, Chairman, CEO), Peng Zhihui (Co-founder, President, CTO), and several other high-ranking executives with significant industry experience [4]. - The team comprises individuals with backgrounds from leading companies like Huawei, Waymo, and DeepMind, suggesting a wealth of expertise in AI and robotics [5]. Group 2: Company Overview - ZhiYuan Robotics was established in February 2023 and aims to develop a comprehensive "robot body + AI" technology stack [5]. - The company has launched three major robot families: Expedition, Spirit, and Lingxi, which are designed for various commercial applications [5]. - ZhiYuan Robotics claims to be the first in the world to achieve large-scale production and commercialization of humanoid robots [5].
这次牛市不一样!多位大咖发声:新成长逻辑在哪里?
中国基金报· 2025-09-19 14:24
见习记者 夏天 荧墨 在宏观环境、产业格局、市场估值体系都在发生深刻变革的时代,传统的成长范式正在被解 构和重塑,如何探寻新的增长路径? 9 月 16 日下午,在《中国基金报》主办的 "2025 中国资本市场发展论坛暨上市公司论坛 " 上,嘉实基金副总经理、股票投研 CIO 姚志鹏 作为主持人,与云南白药董事会秘书钱映辉、 永辉超市董事会秘书黄晓枫、博时基金投资决策委员会专职委员于善辉、招商证券研究发展 中心负责人谢亚轩,围绕 " 解构与重塑:牛市中的新成长逻辑 " 这一议题,展开热烈讨论。 " 我们正处在一个宏观环境、产业格局、市场估值体系都在发生深刻变革的时代。 过去的 ' 成长范式 ' 正在被颠覆,新的 ' 增长逻辑 ' 亟待建立。目前有相当多的行业陆续步入盈利能 力改善的新周期,一旦企业盈利能力继续修复,市场的估值提升空间也大概率超越市场的预 期。随着 AI 产业和传统行业融合逐步提升效率,同时医药、先进制造等领域出现越来越多创 新突破,以 ' 新能源 '' 新科技 '' 新消费 '' 创新药 ' 为代表的四新资产有望打开中长期的空 间。 " 开场伊始,姚志鹏就为圆桌讨论定下主基调。 牛市感受:这次真 ...
涉嫌严重违纪违法,曲恒善被查!
中国基金报· 2025-09-19 13:41
【导读】中国银行大连市分行原党委委员、副行长曲恒善接受纪律审查和监察调查 中国基金报记者 李智 金融反腐最新消息来了! 5 月 13 日,中国银行贵州省分行原党委委员、副行长徐鸿周被开除党籍。 3 月 24 日,中国银行内蒙古自治区分行原党委委员、副行长高宗胜接受纪律审查和监察调 查。 值得注意的是,今年以来,中国银行体系内已有多人被查。 9 月 9 日下午,中央纪委国家监委官网通报:中国银行原党委委员、副行长林景臻涉嫌严重 违纪违法,目前正接受中央纪委国家监委纪律审查和监察调查。 9 月 8 日,中国银行集中采购中心原副总经理关小虎被开除党籍和公职。 8 月 1 日,中国银行天津市分行原党委书记、行长车德宇被开除党籍。 7 月 21 日,中国银行宁波市分行原党委书记、行长钱建忠被开除党籍。 6 月 18 日,中国银行贵州省分行原党委委员、副行长张文明接受纪律审查和监察调查。 9 月 19 日,中央纪委国家监委官网通报:中国银行大连市分行原党委委员、副行长曲恒善涉 嫌严重违纪违法,目前正接受中央纪委国家监委驻中国银行纪检监察组和辽宁省大连市监察 委员会纪律审查和监察调查。 今年 4 月,中央第九巡视组巡视中国 ...
688053,将被ST!
中国基金报· 2025-09-19 13:41
【导读】思科瑞涉嫌违反《证券法》相关规定,自 9 月 23 日起将被实施其他风险警示。 中国基金报记者 闻言 9 月 19 日晚间,思科瑞公告称,公司 2022 年年报存在虚假记载,虚增营业收入 996.04 万元,虚增利润总额 700.54 万元,涉嫌违反《中华人民共和国证券法》( 2019 年修订, 以下简称《证券法》)相关规定,构成违法行为。 根据《上海证券交易所科创板股票上市规则( 2025 年 4 月修订)》相关规定,思科瑞自 9 月 22 日开市起停牌一天,自 9 月 23 日开市起实施其他风险警示, A 股简称将变为 ST 思 科瑞,扩位简称将变为 ST 思科瑞微电子。 截 至 9 月 1 9 日 收 盘 , 思 科 瑞 股 价 报 3 1.5 0 元 / 股 , 跌 幅 为 0.6 3 % , 总 市 值 为 3 1.5 0 亿 元 。 截 至 6 月 3 0 日 , 公 司 股 东 人 数 为 5 1 6 4 户 。 2022 年 9 月,思科瑞与缘科技股份有限公司签署的两笔结算合同出现重大争议,争议部分 涉及合同金额达 412.46 万元。佳缘科技于 2022 年 10 月、 11 月发现 ...
药捷安康,继续大跌
中国基金报· 2025-09-19 12:59
【导读】 9 月 19 日,药捷安康 -B 大跌,上市不足三个月累计涨超 10 倍 9 月 19 日,港股三大指数涨跌不一。 恒生指数收平,报 26545.10 点;恒生科技指数涨 0.37% ,报 6294.42 点;恒生中国企业指数 涨 0.17% ,报 9472.35 点。全日大市成交额为 3768 亿港元,南向资金净买入金额为 98.38 亿港元。 | 序号 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | HSI | 恒生指数 | 26545.10c | 0.25 | 0.00% | 3768亿 | 32.33% | | 2 | HSTECH | 恒生科技 | 6294.42c | 23.20 | 0.37% | 1075亿 | 40.87% | | 3 | HSBIO | 恒生生物科技 | 17131.93c | -310.55 | -1.78% | 217亿 | 98.72% | | 4 | HSCEI | 恒生中国企业指数 | 9472.35c | 1 ...
常军胜:资本角色发生深刻变革
中国基金报· 2025-09-19 12:59
Core Viewpoint - The capital role is undergoing profound changes, shifting from "arbitrage thinking" focused on financial returns to "empowerment thinking" that deeply integrates into industrial upgrades [4][8]. Group 1: Market Dynamics - The primary market is experiencing structural changes, leading to a transformation in the role of capital [5][8]. - There is a misconception that fundraising is difficult; in reality, it stems from mismatched risk expectations between investors and the market [7][8]. - The decline in investment returns in traditional industries and the high inherent risks in innovative high-tech enterprises contribute to the challenges in fundraising [7][8]. Group 2: Investment Strategies - Investment in new productive forces requires long-term commitment, with a focus on supporting companies over a decade [4][9]. - Private equity institutions should identify potential growth sectors and actively develop merger and acquisition funds, even in traditional industries [9][10]. - The investment cycle often spans a complete economic cycle, necessitating strategic positioning during downturns to acquire undervalued assets [9][10]. Group 3: Policy and Regulatory Environment - There is a call for improved market conditions and policy support to foster a healthier development environment for private equity institutions [12][13]. - Optimizing the business environment and breaking down regional protectionism are essential for enhancing market connectivity and transparency [12][13]. - Encouraging long-term and patient capital, including government funds and private investments, is crucial for the growth of private equity [13].
688038,终止重大资产重组
中国基金报· 2025-09-19 12:59
【导读】中科通达终止筹划重大资产重组,交易方案核心条款未达成一致 中国基金报记者 闻言 9 月 19 日晚间,中科通达公告称,由于交易各方未能就交易方案的部分核心条款达成一致意 见,公司决定终止筹划重大资产重组及关联交易事项。 截 至 9 月 1 9 日 收 盘 , 中 科 通 达 股 价 报 1 5.0 3 元 / 股 , 跌 幅 达 1.1 8 % , 总 市 值 为 1 7.4 9 亿 元 。 截 至 6 月 3 0 日 , 公 司 股 东 人 数 达 6 7 2 2 户 。 筹划半年突然终止 预计构成重大资产重组与关联交易 9 月 19 日,中科通达董事会、监事会分别召开会议,审议通过了《关于终止发行股份及支付 现金购买资产并募集配套资金暨关联交易事项的议案》和《关于公司与交易对方签署终止协 议的议案》。 | | | | 前十名股东持股情况(不含通过转融通出借股份) | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 报告期内 | 期末持股 | | 持有 | 包含 | 质押、标记或冻结 | 股东 | | | | | ...
重磅发布会!潘功胜、李云泽、吴清、朱鹤新,出席
中国基金报· 2025-09-19 10:45
les & FR 点击下载中国基金报客户端 ■ 中国基金报内容矩阵 ■ 巅峰对话 投资热点说 ETF风向标 IPO情报站 fe o 1 ■ a a - 444 and 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND 开盘速递 港股日报 全球早班车 数说人物 √ � [ 8 a 4 a g a d 4 4 4 CHINAFUND CHINAFUND CHINAFUND CHINAFUND ●微信搜一搜( 〔 〔 中国基金报 〕即刻获取财经资讯 来源:国新网 国务院新闻办公室将于2025年9月22日(星期一)下午3时举行"高质量完成'十四五'规划"系 列主题新闻发布会,请中国人民银行行长潘功胜,金融监管总局局长李云泽,中国证监会主席 吴清,中国人民银行副行长、国家外汇局局长朱鹤新介绍"十四五"时期金融业发展成就,并答 记者问。 ...