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日本核反应堆发生含放射性物质水泄漏事件,外交部发声!
中国基金报· 2025-12-24 08:20
就有媒体报道说位于日本福井县敦贺市的核反应堆"普贤"23日发生含放射性物质的水泄漏事件,外交部 发言人林剑24日在答问时表示,此次事件再次暴露出日本核设施运行状况、运营维护能力、核安全监管 等方面存在的严重漏洞。 林剑说,中方敦促日方充分汲取福岛核事故教训,切实履行核安全责任,及时说明情况并采取措施,妥 善处理核电站退役和放射性废物处置,自觉接受国际监督,减少国际社会担忧。此事进一步显示出国际 社会有必要继续加强对福岛核污染水排海管理和设备运行情况的全面监督监测,维护海洋环境安全。 来源:新华社 外交部:日方应切实履行核安全责任,自觉接受国际监督 外交部发言人林剑24日在例行记者会上说,此次日本首相官邸高官的拥核言论绝非孤立事件。高市早苗 首相上台短短两个月来,加速推进扩武强军。高市首相发表涉台错误言论之后,其侧近人士再次发表谬 论,就是在不断试探国际社会的底线,暴露出高市首相和日本右翼势力的一贯错误主张和持续推动再军 事化的野心,传递出极其危险的信号。 外交部回应美方拟对中国半导体产业征收关税:坚决反对无理打压中国产业 针对美国拟自2027年起对中国半导体产业征收关税,外交部发言人林剑24日在例行记者会上表 ...
大狂欢!集体涨停!刚刚,央行,利好来了!
中国基金报· 2025-12-24 08:20
【导读】A股上涨,LOF集体涨停 ,收盘后央行又来利好! 中国基金报记者 泰勒 兄弟姐妹们啊,今天的市场,表现不错,全场的亮点,不在于股市,而在于基金,在于贵金属! 一起看看发生了什么事情。 A股上涨 12月24日,A股全天走强,三大指数集体上扬。截至收盘, 沪指涨0.53%,深成指涨0.88%,创业板指涨0.77%。 商业航天概念股集体爆发,中国卫星、航天动力等20余股涨停。 | 算力硬件股延续强势,生益科技、天津普林等涨停。 | | --- | 福建板块走强,东百集团、安记食品等涨停。 | 代码 | 名称 | 张唱% | 现价 | | --- | --- | --- | --- | | 688807 | C优迅 | 14.03 ﻲ | 231.60 | | 600762 | 厦门国贸 | 10.08 R | 7.21 | | 002961 | 瑞达期货 | 10.02 | 29.21 | | 603678 | 火炬电子 | 10.02 R | 36.14 | | 002752 | 营兴股份 | 10.01 | 8.24 | | 003016 | 欣贺股份 | . 10.01 | 10.33 | | 600 ...
美国拟对中国半导体产业征收关税,外交部回应
中国基金报· 2025-12-24 07:46
来源:北京日报客户端 连续大举加仓! "我们敦促美方尽快纠正错误做法,以两国元首达成的重要共识为引领,在平等、尊重、互惠 的基础上,通过对话解决各自关切,妥善管控分歧,维护中美关系稳定健康可持续发展。 如 果美方一意孤行,中方必将坚决采取相应措施,维护自身正当权益 。"林剑说。 12月24日,外交部发言人林剑主持例行记者会。 法新社记者提问,美国贸易代表调查结果称"中国实行了不公平的措施,企图主导半导体产 业",美国拟自2027年起对中国半导体产业加征关税。中方对此有何评论? 林剑表示, 中方坚决反对美方滥施关税、无理打压中国产业。美方的做法扰乱全球产供链稳 定,阻碍各国半导体产业的发展,损人害己。 ...
王峻被查
中国基金报· 2025-12-24 07:46
来源:中央纪委国家监委网站 西藏自治区人大常委会党组副书记、副主任王峻 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。 连续大举加仓! ...
痛别!黄培康逝世
中国基金报· 2025-12-24 06:34
黄培康是我国雷达目标特性领域的开拓者和奠基人,长期致力于雷达技术、空间电子信息技 术的研究与发展,在雷达目标特性、微波遥感、电磁散射与逆散射、隐身技术等科学领域取 得了系统性、开创性的重大成就,为我国国防现代化建设作出卓越贡献。曾获国家科学技术 进步奖特等奖1项、二等奖1项,全国科学大会奖2项,省部级科学技术进步奖一、二等奖8 项。 致敬!一路走好 中国共产党党员、中国工程院院士、雷达与空间电子技术专家、中国航天科工集团有限公司 科技委高级顾问黄培康同志,因病医治无效,于2025年12月22日在北京逝世,享年90岁。 黄培康,男,汉族,上海南汇人,1935年9月出生。1959年9月加入中国共产党,1957年9 月参加工作,先后在国防部五院及二分院、航空航天部二院、中国航天机电集团、中国航天 科工集团及二院担任工程组长、研究室主任、总工程师、科技委副主任、科技委常委、科技 委高级顾问。2005年当选中国工程院院士。 来源: 光明日报,图片来源:中国航天科工集团有限公司网站 雷达与空间电子技术专家黄培康院士逝世 ...
白银,彻底爆了!套利刷屏,“乌龙”来了
中国基金报· 2025-12-24 06:34
Core Viewpoint - The recent surge in silver prices has led to a significant increase in interest in silver funds, particularly the Guotou Silver LOF, which has experienced high premiums due to supply-demand imbalances and speculative trading [2][4][6]. Group 1: Silver Price Surge - Silver prices have reached historical highs, surpassing $72.255 per ounce, with year-to-date increases exceeding 150% [4]. - The Guotou Silver LOF, the only major fund primarily investing in silver futures, has seen its market price deviate significantly from its net asset value due to high demand [6][16]. Group 2: Fund Performance and Market Activity - As of December 23, the Guotou Silver LOF's market price reached 2.883 yuan, with a premium rate of 57.5%, which later increased to 68.16% [13][12]. - The fund's total circulation has grown to 48.2 billion yuan, with a significant increase in shares from 26 billion to over 28 billion since early December [13]. Group 3: Speculative Trading and Arbitrage - Many investors are sharing arbitrage strategies on social media, with some reporting profits from trading the Guotou Silver LOF [7][9]. - The fund's high premium has attracted speculative trading, leading to concerns about a potential market correction as buying pressure may soon exceed selling pressure [18][19]. Group 4: Expert Opinions and Recommendations - Experts suggest that the current market conditions are driven by extreme speculation, and ordinary investors should avoid chasing high premiums [16][19]. - It is recommended that investors focus on more stable assets like gold, which may offer better long-term investment opportunities without the high risks associated with the current silver market [18][19].
我国又发现亿吨级油田!
中国基金报· 2025-12-24 05:41
Core Viewpoint - China National Offshore Oil Corporation (CNOOC) announced a significant oil discovery at the Qinhuangdao 29-6 oilfield in the Bohai Sea, marking the seventh billion-ton oilfield discovered since 2019, which strengthens China's offshore oil and gas resource reserves and is crucial for national energy security [2] Group 1 - The Qinhuangdao 29-6 oilfield is located in the central Bohai Sea and is a billion-ton lithologic oilfield discovered after the Qinhuangdao 27-3 oilfield [2] - The oilfield has demonstrated promising exploration prospects, with a single well producing approximately 370 tons of crude oil per day [2] - CNOOC has enhanced its understanding of the oil and gas accumulation model in the recent shallow slope zone and achieved significant discoveries, challenging traditional views on the accumulation potential in the uplifted slope areas [2]
连续大举加仓!
中国基金报· 2025-12-24 05:41
Core Viewpoint - On December 23, the A-share market experienced slight fluctuations with all three major indices closing in the green, and the total trading volume in the Shanghai and Shenzhen markets reached approximately 1.90 trillion yuan. The overall market saw a net inflow of over 38 billion yuan into stock ETFs, indicating continued investor interest in certain sectors, particularly the A500 index and thematic ETFs related to technology and industry [2][4][8]. Group 1: ETF Market Performance - On December 23, the total scale of stock ETFs in the market reached 4.70 trillion yuan, with a trading volume of 1,935.61 billion yuan, slightly down from the previous trading day [4]. - The A500 ETF from Huatai-PB led the trading volume with 14.71 billion yuan, followed by other A500 ETFs from Huaxia and Southern, each exceeding 12.67 billion yuan [4][10]. - The battery sector led the gains among stock ETFs, with the top ten ETFs in terms of daily increase all related to lithium batteries or battery-related sectors, showing increases of over 2% [4][6]. Group 2: Sector-Specific Inflows and Outflows - The A500 index saw a significant net inflow of 133.6 billion yuan, while the gold sector also attracted 20.7 billion yuan, indicating strong interest in these areas [8][9]. - Conversely, the satellite and general aviation ETFs performed poorly, with several products experiencing declines of over 3% [5]. - A total of 31 stock ETFs saw net inflows exceeding 1 billion yuan, while 27 ETFs experienced net outflows exceeding 1 billion yuan, with the CSI 300 index and other broad-based ETFs being the most affected [10][11]. Group 3: Fund Management Insights - Leading fund companies like E Fund and Huaxia have seen substantial inflows into their ETFs, with E Fund's total ETF scale reaching 840.48 billion yuan, marking an increase of 239.83 billion yuan since 2025 [13]. - E Fund's A500 ETF recorded a net inflow of 31.1 billion yuan, reaching a historical high of approximately 317 billion yuan [13]. - The market is witnessing a divergence, with sectors such as technology growth and resource commodities being highlighted for potential investment opportunities due to improving fundamentals and policy support [15].
中国矿企出海丨南非与南非以外
中国基金报· 2025-12-24 04:18
Core Viewpoint - The article emphasizes the unique challenges and opportunities faced by Chinese mining companies in South Africa, particularly in the Witwatersrand basin, which holds over 50% of the world's gold resources. The mining environment in South Africa is distinct from other regions, requiring adaptation and integration of local practices and technologies [2][3]. Group 1: Mining Environment and Challenges - The mining industry in South Africa is characterized by deep and hard mineral deposits, with depths commonly ranging from 2000 to 3000 meters, which presents significant technical challenges for Chinese companies accustomed to shallower mines [6][12]. - South Africa has a well-established regulatory framework, including strict certification requirements for mining professionals, making it difficult for Chinese firms to deploy entire teams from China [6][12]. - Recent challenges in South Africa, such as currency fluctuations and security issues, have raised concerns among foreign investors [6][12]. Group 2: Localization Strategy - CAPM has adopted a localized management approach, employing around 2800 local staff while maintaining a small number of Chinese personnel due to visa and policy restrictions [11][12]. - The company has learned to build a capable and trustworthy local management team, which is essential for navigating the unique operational landscape of South Africa [12][18]. - The integration of local and Chinese teams has led to improved operational efficiency, with local teams being responsible for execution while the Chinese team focuses on strategic direction [12][18]. Group 3: Cultural Integration and Innovation - There is a cultural exchange occurring within the CAPM mining operations, with local employees showing interest in Chinese culture and adapting to data-driven work methodologies introduced by their Chinese counterparts [15][17]. - The collaboration has led to innovative practices, with local teams adopting more analytical approaches to decision-making, moving away from traditional reliance on experience [17]. - The experience gained in South Africa is seen as a model for future international projects, with plans to develop local talent for roles in other overseas operations [17][18].
商业航天大利好,涨停!
中国基金报· 2025-12-24 04:18
Market Overview - The A-share market experienced a slight upward trend on December 24, with the Shanghai Composite Index rising by 0.24% to 3929.25, the Shenzhen Component Index increasing by 0.31% to 13410.05, and the ChiNext Index up by 0.08% to 3207.59 [2][3]. Commercial Aerospace Sector - The commercial aerospace sector is witnessing a significant surge, with stocks such as Chaojie Co., Ltd. hitting the daily limit of 20% increase, alongside China Satellite, Xingwang Yuda, and Boyun New Materials also reaching their daily limits [6][9]. - Blue Arrow Aerospace has completed its IPO guidance work, marking a significant step in its journey in the capital market. Established in 2015, it focuses on the development and operation of medium to large launch vehicles using liquid oxygen and methane propellants [9][10]. Recent Launches - On December 23, the Long March 12A rocket successfully completed its maiden flight, achieving its secondary orbit target, although the primary rocket recovery did not meet expectations. This mission is crucial for accumulating valuable data and practical experience for future technology iterations [10]. Autonomous Driving Sector - The autonomous driving sector is also showing strong performance, with stocks like Xingwang Yuda and Hezhong Shizhuang reaching their daily limits, while Zhejiang Shibao, Yatai Shares, and Beidou Xingtong are also experiencing gains [11][12]. - On December 23, Beijing issued the first batch of L3-level special license plates for autonomous vehicles, indicating progress in the regulatory framework for autonomous driving [14]. Sector Performance - The commercial aerospace concept stocks are leading the market, while sectors such as environmental protection, military industry, and intelligent driving are also performing actively. In contrast, coal, food, and insurance sectors are experiencing fluctuations [3][4].