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违规发放贷款造成特别重大损失,建行原副行长章更生被提起公诉
中国基金报· 2025-09-08 02:30
来源:央视新闻 政事儿 9月8日,记者从最高人民检察院获悉,中国建设银行股份有限公司原党委委员、副行长章更 生涉嫌受贿、违法发放贷款一案,由国家监察委员会调查终结,经最高人民检察院指定,由 山东省淄博市人民检察院审查起诉。近日,淄博市人民检察院已向淄博市中级人民法院提起 公诉。 检察机关在审查起诉阶段,依法告知了被告人章更生享有的诉讼权利,并讯问了被告人,听 取了辩护人的意见。检察机关起诉指控:被告人章更生利用担任中国建设银行股份有限公司 集团客户部(营业部)总经理,中国建设银行股份有限公司党委委员、副行长等职务上的便 利,为有关单位和个人谋取利益,非法收受他人财物,数额特别巨大; 被告人章更生身为银 行工作人员,违反国家规定发放贷款,数额特别巨大且造成特别重大损失,依法应当以受贿 罪、违法发放贷款罪追究其刑事责任。 章更生(资料图) 2024年11月8日消息,章更生被查;今年4月23日消息,章更生被开除党籍。 经查, 章更生丧失理想信念,背弃初心使命,对抗组织审查,搞迷信活动;罔顾中央八项规定精神, 违规收受礼品、礼金、消费卡,接受旅游活动安排和宴请,公款吃喝;无视组织原则,不按规定报告个 人有关事项,在职 ...
中方决定采取反制措施
中国基金报· 2025-09-08 02:30
来源:外交部 外交部9月8日发布《关于对石平采取反制措施的决定》: 关于对石平采取反制措施的决定 (2025年9月8日中华人民共和国外交部令第17号公布,自2025年9月8日其施行) 日本参议员石平长期在台湾、钓鱼岛、历史、涉疆、涉藏、涉港等问题上散布谬论,公然参拜靖国神社,严重违背中日四个政治文件精神和 一个中国原则,严重干涉中国内政,严重损害中国主权和领土完整。依据《中华人民共和国反外国制裁法》第三条、第四条、第五条、第六 条、第九条、第十五条规定,中方决定对石平采取以下反制措施: 一、冻结其在我国境内的动产、不动产及其他各类财产; 三、对其本人及直系亲属不予签发签证、不准入境(包括香港、澳门)。 本决定自2025年9月8日起施行。 外交部 2025年9月8日 English Français 关怀版 Español Русский 无障碍 ﻋﺮﺑﯽ 0. 捜索 外交部 外交部长 外交动态 驻外机构 国家和组织 资料 政府信息公开 首页 两微一端 首页 > 外交部新闻 关于对石平采取反制措施的决定 二、禁止我国境内的组织、个人与其进行有关交易、合作等活动; (2025年9月8日中华人民共和国外交部令第17 ...
002759,猛拉涨停
中国基金报· 2025-09-08 02:21
Market Overview - On September 8, the Shanghai Composite Index opened down 0.02%, while the ChiNext Index rose by 0.21%. The new energy sector saw a significant increase, with the lithium battery industry chain opening high across the board. In contrast, the AI industry chain experienced a general pullback, with GPU and CPO concepts leading the decline, and retail and tourism stocks collectively fell [1][3]. Index Performance - As of the report, major A-share indices were mostly in the green, with over 3,800 stocks rising. The performance of various indices is as follows: - Sci-Tech Innovation 50: 1272.51 (+3.96, +0.31%) - ChiNext Index: 2920.42 (-37.76, -1.28%) - Wind All A: 6116.91 (+25.99, +0.43%) - CSI 300: 4461.48 (+1.16, +0.03%) - CSI 500: 6956.17 (+42.21, +0.61%) - CSI A500: 5343.06 (+9.98, +0.19%) - CSI 1000: 7286.88 (+41.21, +0.57%) - Shenzhen 100: 5540.60 (-3.30, -0.06%) - CSI Dividend: 5531.38 (+21.35, +0.39%) [3]. Sector Highlights - The solid-state battery concept stocks became active again, with notable performances: - Tianji Co., Shankou Co., and Fengyuan Co. hit the daily limit up. - Yuchen Intelligent surged over 15%, and Jinyinhe rose over 10%. - Other stocks like Hongxing Development, Tianci Materials, Patell, Guanghua Technology, and Huasheng Lithium also followed suit [3]. AI Hardware Sector - On the same day, the AI hardware sector faced significant declines, with companies such as Zhongji Xuchuang, Xinyisheng, and Tianfu Communication all dropping over 10%. Shenghong Technology fell nearly 10%, and Industrial Fulian experienced a drop of over 6% [7].
台风“塔巴”在广东台山登陆
中国基金报· 2025-09-08 01:41
来源:央视新闻 广东天气 深圳天气 今年第16号台风"塔巴"(强热带风暴级)的中心 已于今天(8日)8时50分前后在广东省台 山市登陆, 登陆时中心附近最大风力11级(30米/秒),中心最低气压978百帕。 广东省 气象台预计,"塔巴"将以20公里左右的时速继续向西北方向移动,强度逐渐减弱,傍 晚前后移出广东。 受其影响,9月8日珠三角和粤西市县有暴雨到大暴雨局部特大暴雨,并伴有8~11级阵风, 粤东市县有大雨到暴雨局部大暴雨;广东中西部海面风力8~10级阵风11级。 9月9日起,广东风雨逐渐减弱。中南部市县需注意防范强降水及其引发的次生灾害,滨海活 动注意防风避险。 注意防范!深圳这些区域暴雨橙色预警生效中! 请注意 分区暴雨橙色预警信号 生效中 【深圳市分区暴雨黄色预警信号升级为橙色】 过去3小时,罗湖区、盐田区、福田区(园 岭、南园、福田、华富、莲花、华强北、福保街道)、龙岗区(平湖、南湾、坂田、布吉、 龙城、横岗、吉华、园山街道)和龙华区(观湖、观澜街道)已出现强降雨,预计未来2-3小 时还将出现30-50毫米降水,深圳市气象台2025年09月08日09时00分将上述区域暴雨黄色 预警信号升级为橙色, ...
彻底凉凉!突发公告:集体下架
中国基金报· 2025-09-08 00:47
Core Viewpoint - WeChat is committed to creating a safe, healthy, and green platform ecosystem, and has taken measures to ensure the regulated operation of micro-short drama mini-programs, leading to the removal of nearly a hundred non-compliant programs [2][5]. Group 1: Regulatory Actions - The platform has intensified inspections and management of micro-short dramas to eliminate those with harmful values or copyright infringements, in accordance with national regulations [2]. - Nearly a hundred micro-short dramas were taken down for containing inappropriate content or lacking positive values [2]. Group 2: Specific Violations - A list of specific non-compliant dramas was published, indicating titles that were removed due to their inappropriate content [3]. - A list of mini-programs that were also taken down was provided, highlighting the names of those that violated regulations [4]. Group 3: Future Directions - WeChat will continue to guide the development of micro-short drama mini-programs and collaborate with various parties to create a clearer online audiovisual space [5].
美财长警告:或退还半数关税
中国基金报· 2025-09-08 00:47
Group 1 - OPEC and non-OPEC oil-producing countries have decided to increase production by 137,000 barrels per day in October, following a meeting on September 7 [3] - The eight countries involved include Saudi Arabia, Russia, Iraq, UAE, Kuwait, Kazakhstan, Algeria, and Oman, and they will adjust production based on market conditions to maintain stability [3] - In September, these countries had already increased production by 547,000 barrels per day [4] Group 2 - U.S. Treasury Secretary stated that if the Supreme Court upholds a ruling against the government's tariff measures, approximately half of the collected tariffs would need to be refunded, which could have disastrous consequences [6] - A recent poll indicated that President Trump's approval rating stands at 43%, with 57% of respondents disapproving of his performance, particularly regarding inflation management [8][9] - The poll also revealed that only 39% of respondents approved of Trump's handling of inflation, highlighting economic concerns among the public [9]
中国资产“价值重估”“共振上行”,“我们要成为在不同市场周期下均能创造价值的长期主动管理者”
中国基金报· 2025-09-07 23:56
Core Viewpoint - The article discusses the ongoing "value re-rating" cycle in the Chinese stock market, supported by three long-term factors: improvement in corporate competitiveness, easing systemic risks, and strong policy support [4][5][6]. Group 1: Market Trends - By August 2025, the market is expected to recover, with the Shanghai Composite Index surpassing 3,800 points due to policy and capital drivers [2]. - The recent establishment of Allianz's first public fund, Allianz China Select Mixed Securities Investment Fund, in September 2024, has shown outstanding performance through innovative strategies and a "rule-based active management" system [2][3]. Group 2: Investment Strategies - Allianz Fund emphasizes a "Stand Alone" strategy for foreign investment in Chinese assets, aiming to showcase different management styles to Chinese investors [3][11]. - The fund manager, Cheng Yu, highlights the importance of systematic judgment and rapid positioning in the market, indicating that the current market dynamics favor long-term investment logic over short-term noise [5][9]. Group 3: Sector Analysis - Cheng Yu notes that both A-shares and Hong Kong stocks are undergoing a synchronized value re-rating cycle, driven by similar fundamental and expectation logic [6][7]. - Despite recent underperformance of Hong Kong stocks compared to A-shares, there are still competitive sectors within Hong Kong, such as innovative pharmaceuticals, that present investment opportunities [7]. Group 4: Asset Allocation Shifts - There is a noticeable trend of asset allocation shifting from deposits to equities among residents, indicating a gradual recovery of confidence in the market [8][9]. - The upcoming maturity of high-interest deposits is expected to drive funds towards more attractive investment options, potentially benefiting the equity market [10]. Group 5: Long-term Outlook - The article suggests that the market is laying the groundwork for a "slow bull" phase, with significant changes in financial market regulations, valuation logic, and external risk factors positively evolving [13]. - Allianz Fund maintains a high allocation to quality technology assets, believing that these sectors will yield significant excess returns in the near future [13].
长盛基金郭堃:穿越市场周期的均衡成长之道
中国基金报· 2025-09-07 23:56
堃式风格基本面投资成行 作为一名偏成长风格的均衡派基金经理,郭堃的投资实力建立在十多年的投研积淀与持续进化的能力 圈之上。 近年来,随着 A 股结构性行情持续演绎,市场上涌现出越来越多的赛道型基金经理。他们通过集中 押注一两个高景气度赛道,获取行业贝塔,短期业绩极具爆发力。 郭堃则是一名偏成长风格的均衡派选手,他凭借十多年的投研积淀,以行业均衡为盾,以成长精选为 矛,在稳健中追求长期可持续的超额收益。 历史数据显示,郭堃管理的组合每年业绩不冒尖亦不落后,排名相对稳定,每年差时也位于市场前 30%-40% 之间,好的时候在前 10% 。积小胜为大胜,稳定累积的复利效应显著。以长盛制造精 选为代表的多只基金五年净值增长率稳居 10%-20% 分位,跑赢大部分短期冠军。 这就像是 " 马拉松选手 " 的验证:单年冠军常有,而十年王者罕见。他的目标是让持有者每个阶段 都不太难受,五年后回头发现已领先大多数人。 在郭堃看来,对于缺乏专业能力的普通投资者而言,均衡投资风格的产品无需预判市场风格或行业轮 动,不用精准择时,可以避免 " 暴涨暴跌 " 冲击,长期持有体验优化,更适合作为 " 压舱石 " 配 置。 站在 202 ...
权益资产波动加大,“固收+”基金这样应对
中国基金报· 2025-09-07 23:53
Core Viewpoint - The recent significant fluctuations in A-shares and convertible bond markets have led to notable volatility in the net values of many "fixed income +" funds, with opportunities expected to emerge as the market stabilizes [2][4]. Market Fluctuations - The A-share market has experienced rapid adjustments, with the largest convertible bond ETF facing an 8-day decline, dropping to 12.908 yuan, a nearly 7% decrease from its peak on August 25 [4]. - On September 5, the ETF rebounded by 2.17%, closing at 13.348 yuan [4]. - Factors contributing to the stock market's volatility include concerns over the rapid price increases of certain popular stocks, rising margin trading data indicating increased market leverage, and a reduction in the market's profit-making effect, leading to more cautious investor sentiment [4]. Convertible Bond Market Insights - The speed and extent of the recent adjustments in the convertible bond market have exceeded most investors' expectations, with the market having not seen significant corrections since April [5]. - The overall valuation of convertible bonds was high prior to the adjustment, with the median price around 136 yuan, which has since dropped to approximately 128 yuan, and the premium rate decreasing from over 30% to 26% [6]. - The recent valuation compression may be attributed to profit-taking behaviors from fixed income institutions, with a low issuance of new convertible bonds expected in the near future [6]. Fixed Income + Fund Strategies - In response to market turbulence, "fixed income +" funds are actively managing their equity and debt ratios to control risks and seek returns [8]. - These funds can mitigate downside risks by increasing the duration of interest rate bonds and allocating more to high-grade, high-yield credit bonds [8]. - The long-term outlook remains positive due to supportive policies, shifts in household financial management, and a favorable environment for liquidity, with specific sectors like semiconductors, solid-state batteries, innovative pharmaceuticals, robotics, and new consumption expected to perform well [8].
突发!特朗普,准备动手
中国基金报· 2025-09-07 23:53
Group 1 - The U.S. President Trump is preparing to implement a second phase of sanctions against Russia, although specific actions or details have not been disclosed [1] - Trump issued a "final warning" to Hamas, urging them to accept ceasefire conditions to end the conflict and release all hostages [2] - Israeli Prime Minister Netanyahu announced an increase in military operations against Hamas, with approximately 100,000 people having evacuated Gaza [2] Group 2 - The Houthi armed group claimed to have used eight drones to attack multiple targets in Israel, including Ramon Airport, which resulted in flight disruptions [3] - Israeli military airstrikes in Gaza have resulted in over 60 deaths, with significant destruction of buildings reported [4] - Since the resumption of military actions on March 18, nearly 12,000 deaths and over 50,000 injuries have been reported in Gaza [4]