Market Overview - On September 12, A-shares showed mixed performance with the Shanghai Composite Index up by 0.11% while the Shenzhen Component Index and the ChiNext Index fell by 0.06% and 0.68% respectively [3][4] - The total trading volume reached 687.1 billion CNY, with a predicted increase of 132.1 billion CNY compared to the previous day [4] Sector Performance - The superhard materials, storage, and semiconductor sectors experienced upward momentum, while the communication equipment, petrochemical, and CPO sectors faced adjustments [5][6] - The real estate sector was notably active, with New Dazheng hitting the daily limit within one minute of opening [15][16] Storage Chip Sector - Storage chip concept stocks surged, with notable gains from companies like Demingli, which hit the daily limit, and others such as Puran, Xingsen Technology, and Langke Technology following suit [10][11] - Demingli's stock price rose by 10% to 109.78 CNY, while Xingsen Technology increased by 9.18% to 22.96 CNY [12] Real Estate Sector - The real estate sector saw rapid gains, with New Dazheng's stock price reaching a limit up of 13.08 CNY shortly after market opening [15][17] - Other companies in the sector, such as Suning Universal and Huaxia Happiness, also experienced significant increases, with Suning Universal rising by 9.97% [16][18] Notable Company Developments - Alibaba announced the release of its next-generation foundational model architecture Qwen3-Next, which includes significant improvements over its predecessor [9] - Baidu launched its Wenxin large model X1.1, which outperformed its previous version in various metrics, including a 34.8% improvement in factual accuracy [9]

Core Viewpoint - The article highlights the participation of the China Securities Investment Fund Industry Association in the 25th China International Investment Trade Fair, emphasizing the importance of the fund industry in promoting high-level opening-up and supporting various economic sectors, including inclusive finance and green development [1][3]. Group 1: Event Overview - The 25th China International Investment Trade Fair took place from September 8 to 11, 2025, in Xiamen, focusing on "Investing in China," "Chinese Investment," and "International Investment" [1]. - The Association showcased the Chinese fund industry's vitality and potential in the "Investing in China" section, marking its second consecutive year of participation [1][3]. Group 2: Industry Collaboration - The Association invited Southern Fund, Bosera Fund, and Schroders Fund to jointly exhibit, highlighting collaborative efforts within the industry [3]. - During the fair, the Association held its first Internationalization Construction Exchange Meeting for Chinese fund institutions, inviting 15 public and private fund institutions to discuss international development [8]. Group 3: Insights and Future Prospects - Participants shared experiences in overseas market operations, cross-border product innovation, and global resource integration, focusing on enhancing the global appeal of Chinese assets and attracting long-term foreign capital [8]. - The meeting concluded that China's complete industrial chain, vast market, and high-quality talent are releasing significant investment potential, with the fund industry poised for broad development prospects in the internationalization process [10]. - The Chinese fund industry aims to expand its global footprint and engage in international cooperation, addressing external uncertainties with high-quality development and promoting confidence in investing in China as a future opportunity [10].

Core Viewpoint - Shanghai Rural Commercial Bank demonstrates resilience in its operations by focusing on "stabilizing scale, improving efficiency, and controlling risks" in its 2025 semi-annual report, showcasing its commitment to high-quality development while serving the real economy [2][4]. Group 1: Financial Performance - As of June 30, 2025, the bank's total assets reached 15,494.19 billion, a 4.14% increase from the end of the previous year, with loans and advances totaling 7,741.64 billion, up 2.51% [4]. - The bank's net profit attributable to shareholders was 70.13 billion, reflecting a 6.69% year-on-year growth, while non-interest income reached 38.19 billion, a 2.19% increase, accounting for 28.41% of total revenue [4][5]. - The average deposit interest rate decreased to 1.57%, down 26 basis points year-on-year, exceeding the previous year's reduction [5]. Group 2: Asset Quality - The non-performing loan ratio stood at 0.97%, consistently maintained below 1% since its listing, with a provision coverage ratio of 336.55%, significantly above the regulatory benchmark of 250% [5][6]. Group 3: Strategic Focus - The bank aims to create value through a three-dimensional service system, focusing on functional, exclusive, and emotional values to enhance customer service and expand its service boundaries [7][8]. - In the area of inclusive finance, the bank reported a balance of 91.347 billion in small and micro loans, a 5.47% increase, and 65.068 billion in agricultural loans, maintaining industry leadership [8]. Group 4: Shareholder Returns - The bank announced a mid-year cash dividend of 2.41 yuan per 10 shares, totaling 23.24 billion, with a dividend payout ratio of 33.14%, reflecting a 7 basis point increase from the previous year [11]. - Since its listing in 2021, the bank has consistently maintained a cash dividend ratio above 30% of its net profit, indicating strong profitability and commitment to shareholder returns [11]. Group 5: Future Outlook - The bank plans to continue its strategy of being a service-oriented bank that creates value for customers, aiming to enhance its contributions to the real economy and deepen its specialized operations [12].

【导读】三部门印发《电力装备行业稳增长工作方案（2025—2026年）》 中国基金报记者 晨曦 重磅利好来了！ 9月12日，工业和信息化部、市场监管总局、国家能源局发布了《电力装备行业稳增长工作方 案（2025—2026年）》（以下简称《工作方案》）。 9月12日盘初，电力设备板块局部走高，科华数据直线拉涨停，大烨智能、卧龙电驱等跟涨。 | W | 科华数据(002335) | | | | | --- | --- | --- | --- | --- | | | 交易中 09-12 09:32:57 通 融 | | | | | 69.04 | 额 7.71亿 股本5.15亿 市盈 106.8 | | | 万得 | | +6.28 | +10.01% 換 2.50% 市值1356亿 市净 | | 5.72 | 할 □ | | से सब | 五日 日K 周Ｋ 月Ｋ | | 童学 | | | 叠加 | | | 盘口 | 资金 | | 69.04 | | 10.01% | 卖5 | 0 | | | | | 型4 -- | 0 | | | | | 童3 -- | 0 | | | | | 卖2 -- | 0 | | 62 ...

昨天，西贝创始人贾国龙在接受媒体采访时表示，"复盘了罗永浩来西贝吃饭时的菜品和接待服 务，我们的总结是，做的饭中规中矩，他点的13道菜里没有一道是预制菜，我们每一道菜都有制 作标准和工艺。"在结束回应"预制菜"风波的新闻发布会后， 西贝创始人、董事长贾国龙表示将 会起诉罗永浩。 西贝创始人、董事长贾国龙在接受采访时，就"是否会起诉罗永浩"一问做出明确且强硬的表态。 "一定会，我们一定会起诉他，一定一定会起诉他！" 贾国龙连用三个"一定"来强调他的决心。 他表示："他对我们的伤害是很大的，一定会起诉。" 来源：综合澎湃新闻、 红星资本局、中国新闻网、新黄河等 连锁餐饮集团"西贝" 陷入的预制菜舆论风波愈演愈烈。 同时，他还 发布10万元悬赏，公开征集西贝使用预制菜的"真凭实据"。 与此同时，为了让消费者亲身体验"值不值"，西贝宣布将从今天起，在全国所有门店上线"罗永 浩菜单"。贾国龙澄清，这不是一个固定的套餐，而是罗永浩点过的菜品列表，消费者可以任意 点选。西贝为此提供了两大承诺：第一， "不好吃，不要钱"， 顾客可以随时退单；第二， 欢迎 顾客随时进入后厨，参观任何一道菜的制作全过程。 "在大家看来，中央厨房 ...

【导读】 市场大涨，基金公司最新研判 中国基金报记者 曹雯璟 9月11日，市场全天持续走强，三大指数强势反弹，创业板指和深证成指双双再创年内新高。截至收盘，沪指涨1.65%，深证成指涨 3.36%，创业板指涨5.15%。 盘面上，市场热点轮番活跃，全市场超4200只个股上涨。受美股甲骨文股价大涨影响，AI链领涨两市。此外，非银、军工、通信、电子板 块也有不错涨幅。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 北证50 | | 3875.31 | 12979.89 | 1635.43 | | +63.09 +1.65% +422.21 +3.36% +25.61 +1.59% | | | | 科创50 | 创业板指 | 万得全A | | 1326.03 | 3053.75 | 6230.17 | | +66.94 +5.32% +149.48 +5.15% +137.86 +2.26% | | | | 沪深300 | 中证500 | 中证A500 | | 4548.03 | 7122.71 | 5454.27 | | +102.67 +2. ...

< 第37手(move37) 37手 6 谣言 独家 | 前OpenAl 研究员姚顺雨上亿 新资入职腾讯 meta的豪奢挖人之风还是吹到国内 独家 | 前 OpenAl 姚顺雨上亿薪资加职腾讯 (划重点:如果有媒体援引相关信息,请注明出处: 元宝AI主成 Al 自媒体「第 37手」) 来源： 鹅厂黑板报 9月12日，"鹅厂黑板报"微信公众号发布辟谣消息：" 前OpenAI研究员姚顺雨上亿薪资入职腾 讯"的报道被打上"谣言"标签。 倒计时！重磅来了 ...

Core Viewpoint - The 2025 China Capital Market Development Forum will be held in Shanghai from September 16 to 17, focusing on the theme "Insight into Value, Intelligent Creation of the Future" [3][4]. Group 1: Forum Overview - The forum will gather nearly a thousand representatives from regulatory bodies, industry, and investment sectors to discuss new paths for high-quality development in China's capital market [4]. - Key areas of focus include listed companies, the securities industry, and private equity funds, aiming to enhance the capital market's service to the real economy, empower technological innovation, and lead industrial transformation [4]. Group 2: Key Events and Agenda - The forum will feature the release of the "2025 Listed Company Value Management White Paper" and showcase the latest applications of AI technology in the industry [4]. - The agenda includes opening speeches, thematic presentations, and roundtable discussions with notable speakers from various sectors, including finance and technology [6][10][14]. Group 3: Supporting Organizations - The forum is organized by China Fund News, with support from various financial institutions such as China Merchants Securities, Ningbo Bank, and others [4][19].

Core Viewpoint - The article discusses the significant movements in the U.S. stock market, the performance of Chinese concept stocks, the anticipated interest rate cut by the Federal Reserve, and the decline in international oil prices [2][12][16]. Group 1: U.S. Stock Market Performance - The three major U.S. stock indices reached all-time highs, with the Dow Jones up 1.36% to 46,108 points, the S&P 500 up 0.85% to 6,587.47 points, and the Nasdaq up 0.72% to 22,043.07 points [4][5]. - Major technology stocks mostly rose, with the U.S. Technology Seven Index increasing by 0.62%. Notable individual stock performances included Tesla rising over 6%, Apple up over 1%, and Google up 0.51% [6]. Group 2: Chinese Concept Stocks - Chinese concept stocks saw a significant increase, with the Nasdaq China Golden Dragon Index rising by 2.89% and the Wind Chinese Concept Technology Leaders Index also up by 2.89% [8]. - Individual stock performances included Century Internet and Wind Data both rising nearly 15%, Zai Ding Pharmaceutical up over 14%, and Alibaba increasing by nearly 8% [10]. Group 3: Federal Reserve Interest Rate Expectations - The U.S. Consumer Price Index (CPI) for August rose by 2.9% year-on-year, aligning with expectations, while the core CPI also met forecasts [13]. - Initial jobless claims surged to 263,000, the highest level in nearly four years, leading to increased bets on a Federal Reserve interest rate cut. The probability of a 25 basis point cut in September is estimated at 93.9% [14]. Group 4: International Oil Prices - International oil prices fell, with U.S. crude oil down 2.25% to $62.24 per barrel and Brent crude down 1.78% to $66.29 per barrel, primarily due to concerns over demand [16]. - The OPEC report indicated an increase in production, contributing to supply pressure, while U.S. oil and refined product inventories saw their largest increase of 2023, signaling weak demand [17].

外交部：中方不接受菲方的无理指责和所谓的抗议 les & FR 点击下载中国基金报客户端 ■ 中国基金报内容矩阵 ■ 9月11日，外交部发言人林剑主持例行记者会。 路透社记者提问，菲律宾外交部表示，强烈抗议中国在黄岩岛设立自然保护区的计划，并称 菲律宾将对所谓中国的"非法行为"进行正式交涉。中方对此有何回应？ "黄岩岛是中国的黄岩岛，建立黄岩岛国家级自然保护区，是中方主权范围内的事，旨在保 护黄岩岛的生态环境，维护黄岩岛自然生态系统多样性、稳定性、持续性，符合中国国内法 和国际法，也充分体现中方作为负责任大国，积极保护生态环境，推动实现可持续发展的使 命担当。"林剑表示。 林剑指出，菲律宾的领土范围早已由一系列国际条约确定。黄岩岛从来不在其中。 中方不 接受菲方的无理指责和所谓的抗议，敦促菲方切实停止有关侵权挑衅和肆意炒作，避免给海 上局势增添复杂因素。 来源：北京日报 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 ...