中国基金报

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大消息!“牛市旗手”,“大考”来了
中国基金报· 2025-09-12 07:35
监管部门近期下发《关于做好2025年证券公司分类评价自评工作的通知》(以下简称《通知》)。 具体来看,《通知》显示,根据新规第十五条规定,在今年分类评价工作中,将对证券公司服务脱贫攻坚等社会责任履行情况、行业文化 建设、功能发挥情况、证券公司服务中小企业、参与北交所市场改革情况进行专项评价。 【导读】监管启动2025年证券公司分类评价工作,是新规后首次 中国基金报记者 孙越 券商"大考",开始了! 记者从业内获悉,监管部门近期已启动2025年证券公司分类评价工作,本次评价共覆盖107家券商,目前各机构已完成自评底稿的报送工 作。 今年8月22日,证监会发布《关于修改〈证券公司分类监管规定〉的决定》,将《证券公司分类监管规定》更名为《证券公司分类评价规 定》,并作多项重要修订。 此次评价作为《证券公司分类评价规定》修订发布后的"首评"备受关注。业内人士表示,今年报送内容已经依据新版规定进行了个别调 整。 2025年券商分类评价工作启动 加分项中,细分主业的加分覆盖面有所扩大,经纪、投行、资管等主要业务收入加分由前20名扩大到前30名,按名次加0.25分到2分不 等。即代理买卖证券业务收入或基于柜台与机构客户对手 ...
刚刚!降息25个基点
中国基金报· 2025-09-12 06:38
【导读】秘鲁央行降息25个基点,将基准利率降至4.25% 中国基金报记者 李智 各国央行密集出手,降息! 秘鲁央行降息25个基点 9月12日,秘鲁央行宣布降息25个基点,将基准利率降至4.25%。 秘鲁央行在声明中称,此次调整后,利率已非常接近预估的中性利率水平。 与此同时,秘鲁央行提示称,全球经济活动前景继续受到对外贸易限制措施的影响,由于其存在高度不确定性,全球经济活动中期前景仍 呈下行倾向。 秘鲁央行表示,此次降息的主要 原因 是,秘鲁的通胀压力有所降温。8月,月度总体通胀率为-0.29%,而不包括食品和能源的通胀率为 0.08%。国内总体通胀率从7月的1.7%降至8月份的1.1%,该结果估计是暂时的,主要原因是部分食品价格的回调速度快于预期。不含食 品和能源的年通胀率从7月的1.7%升至8月的1.8%,接近目标区间的中心值。 8月,秘鲁年通胀预期保持在2.2%,处于通胀目标区间内。预计到年底,年通胀率将接近目标区间的中心值。同时,预计不含食品和能源 的通胀率在预测期内将保持在2%左右。 秘鲁央行表示,8月秘鲁大部分现实状况指标有所改善,而经济活动预期指标结果好坏参半。在整体经济活动处于潜在水平附近的背 ...
蚂蚁财富“三大专业AI助手”亮相!AI运营助手帮机构节省90%生产时长
中国基金报· 2025-09-12 06:38
Core Viewpoint - The article discusses the upgrade of Ant Wealth's open platform to version 3.0, which introduces three professional AI assistants aimed at enhancing efficiency in financial services and improving investor experience [1][5][10]. Group 1: AI Assistants and Their Impact - Ant Wealth has launched three AI assistants: AI Research Assistant, AI Operations Assistant, and AI Content Creation Assistant, which are designed to support financial institutions and content creators [1][5]. - Over a hundred financial institutions, including funds, brokerages, and banks, have registered to use these AI tools, which help improve the quality and efficiency of investment research, operations, and content creation [1][9]. - The AI Operations Assistant has reduced service production time by 90% since its trial run began in March [9][14]. Group 2: Industry Trends and Adoption - Industry experts emphasize that AI is not meant to replace financial professionals but to free them from mundane tasks, allowing them to focus on strategic decision-making and complex client relationships [2][4]. - A recent survey indicates that 70% of institutions are using AI tools, but only 7% are utilizing them deeply, highlighting the potential for further integration of AI in financial services [3][4]. - The application of AI in investment research and risk warning is expected to drive the wealth management industry towards greater efficiency, transparency, and inclusivity [3][4]. Group 3: Future Directions and Developments - The Chinese government is promoting the integration of AI in the financial sector, as outlined in the 2025 action plan by the China Securities Regulatory Commission, which encourages the use of emerging technologies [3]. - Financial institutions are exploring AI applications in various investment processes, with a focus on enhancing research efficiency and decision-making capabilities [4][6]. - Ant Wealth's platform evolution from version 1.0 to 3.0 reflects a shift towards a more collaborative ecosystem, enabling partners to better meet user demands across the entire investment chain [9][10].
运-20机舱内,传来一段广播→
中国基金报· 2025-09-12 05:43
Group 1 - The article highlights the return of the twelfth batch of remains of Chinese People's Volunteer Army martyrs from Korea, emphasizing the significance of honoring these heroes [1][2] - The operation involved the Y-20 aircraft, which was escorted by four J-20 fighter jets, showcasing military honor and respect for the fallen [1] - The broadcast from the Y-20 aircraft expressed the nation's remembrance and gratitude towards the martyrs, reinforcing the emotional connection between the heroes and the homeland [1] Group 2 - Communication between the Y-20 pilot and the Dalian air traffic control center indicates a well-coordinated effort for the safe return of the remains, highlighting the professionalism of the military personnel involved [2] - The Dalian control center acknowledged the flight's approach and expressed respect for the martyrs, further emphasizing the collective national sentiment towards honoring these heroes [2]
发生了什么?芯片股大爆发!20cm涨停
中国基金报· 2025-09-12 05:43
【导读】 A股三大指数涨势分化,芯片半导体板块活跃,有色金属、地产股掀"涨停潮" 中国基金报记者 张舟 经历了昨日的强势上涨行情后, 9月 12 日上午,A股三大股指 呈现震荡态势 。截至午间收盘,沪指报38 85.17 点, 涨0.25 % ; 深证 成指 涨0.16 %,创业板指 涨0.51 %。 截至上午港股收盘,阿里巴巴报151.8港元/股,最新市值为2.9万亿港元。隔夜美股市场上,阿里巴巴收涨8%,报155.44美元/股。 消息面上,The Information援引四名直接知情人士的消息称,阿里巴巴和百度已开始使用自主设计的芯片训练其AI模型,部分替代了英伟 达生产的芯片。 芯片、半导体板块持续活跃 9月12日上午,芯片、半导体概念板块活跃。科创芯片指数、芯片产业指数涨逾1%,消费电子指数涨1.3%。服务器概念指数涨近3%, GPU概念指数大涨2.62%。 沪深两市半日成交额为1. 63 万亿元, 较 上个交易 日增加1511亿元 。个股跌多涨少,市场共 2164 只个股上涨, 57 只个股涨停, 3082 只个股下跌。 从板块看, 芯片、半导体概念板块继续领涨市场,有色金属、贵金属、稀土板块大涨 ...
中方:十分恶劣、立即停火!
中国基金报· 2025-09-12 04:26
Core Viewpoint - China strongly condemns Israel's attack on Qatar, emphasizing the violation of international law and the need for immediate ceasefire to restore peace in the region [1][2] Group 1: Condemnation of Israel's Actions - China's permanent representative to the UN, Fu Cong, criticized Israel's attack on Doha, Qatar, on September 9, which infringed upon Qatar's sovereignty and national security [1] - The attack is seen as a blatant disregard for international law and efforts to achieve peace, with China expressing firm opposition [1] Group 2: Call for Ceasefire and Humanitarian Action - Fu Cong reiterated that military force is not a solution, urging all parties, especially Israel, to make positive efforts to cease hostilities and resume negotiations [2] - He highlighted the humanitarian disaster resulting from the prolonged conflict in Gaza, calling for immediate action to restore humanitarian aid access and support UN efforts [2] Group 3: International Responsibility - The statement pointed out that the escalation of tensions is linked to the long-standing imbalance of certain external countries in Middle Eastern issues [1] - The UN Security Council is urged to take immediate action to address the humanitarian crisis in Gaza and uphold international order and law [2]
直线拉涨20%!宇树联手巨星,大消息
中国基金报· 2025-09-12 04:26
中国基金报记者 邱德坤 9月12日上午开盘,"周杰伦概念股"巨星传奇大涨,涨幅一度超20%。 | | 12.940 5000 (2) | | --- | --- | | | न्र्दे 3 12.930 1.2万 (4) | | | 录4 12.920 5500 (2) | | | न्नें २ 12.910 7500 (3) | | 8.660 | -21 98% ¥6 12.900 2.7万 (5) | | 成交量 ▼ 6695万股 分时量:34000股↓ | 12.890 1.1万 (3) 細書・500時 スノ | | 392万 | द्रा 8 12.880 9.7万 (4) | | | ਜੋਂ ਨੇ 12.870 8.2万 (6) | | | 210 17860 78万 (5) | | | 分时成交 ▲ | | | 11:05 12.960 1000 | | | 11:05 12.970↑ 3000 | | 09:30 | 16:00 11:05 12.960↓ 500 | 中国基金报记者最新获悉,由巨星传奇和杭州宇树科技股份有限公司(以下简称宇树科技) 共同打造的"巨星狗",将在9月13日的上 ...
超150亿,猛加仓!
中国基金报· 2025-09-12 04:26
Core Viewpoint - On September 11, the A-share market saw a significant inflow of funds into stock ETFs, totaling 15.611 billion yuan, indicating a strong market sentiment and investment interest in various sectors [2][3]. Group 1: ETF Fund Flows - The total scale of all stock ETFs in the market reached 4.32 trillion yuan as of September 11, with a net inflow of 15.611 billion yuan on that day [5]. - The Hong Kong market ETFs led the inflow, attracting 7.359 billion yuan, particularly in the innovative drug sector, which saw significant buying activity despite a market downturn [6]. - The broad-based ETFs also experienced substantial inflows, totaling 5.396 billion yuan, with the ETF tracking the CSI A500 index receiving 2.524 billion yuan [6]. Group 2: Sector-Specific Insights - The innovative drug ETFs from GF Fund and Yinhua Fund saw net inflows of 2.297 billion yuan and 1.051 billion yuan, respectively, despite the sector facing a downturn [6][8]. - The battery sector also attracted significant investment, with GF Fund's battery ETF receiving a net inflow of 507 million yuan, making it the largest in the market with a total scale of 9.952 billion yuan [7][9]. - The brokerage sector, referred to as the "bull market flag bearer," saw multiple securities ETFs achieve net inflows, with the Hong Kong Stock Connect non-bank ETF accumulating over 1 billion yuan in net buying this week [6][9]. Group 3: Outflows and Market Trends - The ChiNext 50 ETF experienced the largest outflow, totaling 2.122 billion yuan, indicating a shift in investor sentiment away from this sector [10][11]. - Other sectors facing outflows included photovoltaic, semiconductor, and artificial intelligence ETFs, reflecting a broader trend of profit-taking in these areas [12]. - Looking ahead, the easing liquidity environment is expected to support A-share valuations, with potential benefits for cyclical core assets like the CSI 300 and CSI A500 indices [13].
徐昊,被查
中国基金报· 2025-09-12 03:51
徐昊(资料图) 2015年2月,徐昊任贵阳市副市长,2018年1月任贵阳市委常委、副市长,至2021年1月被免职,调任贵 州旅游投资控股(集团)有限责任公司党委书记、董事长。 来源: 贵州省纪委监委 政事儿 据贵州省纪委监委9月12日消息:云上贵州大数据(集团)有限公司党委书记、董事长徐昊涉 嫌严重违纪违法,目前正接受贵州省纪委监委纪律审查和监察调查。 公开简历显示,徐昊,男,汉族,1968年9月出生,浙江宁波人,1987年11月加入中国共产党,1990年7 月参加工作,大学学历,经济学学士。 他曾任:贵阳市白云区副区长,贵阳市经济贸易委员会主任、党委副书记,贵阳市经济贸易委员会主 任、党委书记,贵阳市工业投资(集团)有限公司董事长、党委书记,贵阳国家高新技术产业开发区党 工委副书记、管委会主任,贵州产业技术发展研究院副院长(兼)、党委委员等职。 直线拉升! 002968,一分钟涨停 2023年12月,徐昊任 云上贵州大数据(集团)有限公司党委书记、董事 长,至此番被查。 据介绍, 云上贵州大数据(集团)有限公司于2018年2月正式挂牌成立,注册资本17亿元, 是由贵州省政府批复成立的省属国有大一型企业,致力 ...
刚刚,利好来了!
中国基金报· 2025-09-12 03:51
Core Viewpoint - The article discusses the release of the "Special Action Plan for the Large-Scale Construction of New Energy Storage (2025-2027)" by the National Development and Reform Commission and the National Energy Administration, aiming to achieve large-scale and market-oriented development of new energy storage by 2027, with a target installed capacity of over 180 million kilowatts and direct investment of approximately 250 billion yuan [1][2][10]. Group 1: Overall Goals - The overall goal is to establish a multi-dimensional energy storage system that supports the stable operation of the new power system, with a focus on technological innovation and equipment manufacturing capabilities [10]. - By 2027, the installed capacity of new energy storage is expected to exceed 180 million kilowatts, driving direct investment of around 250 billion yuan [10]. Group 2: Application Scenario Expansion - The plan emphasizes the expansion of application scenarios for new energy storage, including promoting energy storage applications on the power generation side and grid side, and innovating multi-scenario application models [4][12]. - It encourages the establishment of independent energy storage stations at key grid nodes and the integration of new energy storage with renewable energy sources [12]. Group 3: Utilization Level Improvement - The plan aims to enhance the utilization level of new energy storage by innovating control methods and improving dispatch adaptability [14][15]. - It highlights the need for new energy storage stations to meet safety and stability requirements for power system operations [15]. Group 4: Innovation and Integration - The plan calls for significant technological innovation in new energy storage, supporting key technology breakthroughs and the development of diverse storage technologies [16]. - It promotes the establishment of an innovative ecosystem for the new energy storage industry, encouraging collaboration between upstream and downstream sectors [16]. Group 5: Standard System Construction - The plan outlines the need to accelerate the establishment of a standard system for new energy storage, ensuring that it aligns with existing energy and power standards [6][17]. - It emphasizes the importance of international standardization efforts to enhance the global competitiveness of new energy storage technologies [18]. Group 6: Market Mechanism Improvement - The plan encourages new energy storage to participate fully in the electricity market, promoting integrated participation in energy trading [19]. - It aims to establish a reliable capacity compensation mechanism for new energy storage, ensuring fair compensation for its contributions to the power system [19]. Group 7: Organizational Support - The plan stresses the importance of coordinated efforts among various governmental departments to facilitate the large-scale construction of new energy storage [20]. - It highlights the need for talent development and training in the new energy storage sector to ensure a skilled workforce [21].