中国经济网北京8月15日讯昨日，上海光大证券资产管理有限公司发布关于上海光大证券资产管理有限 公司旗下产品估值调整的公告。 根据《中国证券监督管理委员会关于证券投资基金估值业务的指导意见》(证监会公告[2017]13号)的要 求，经与托管人协商一致，自2025年8月13日起，上海光大证券资产管理有限公司(以下简称"本公司") 对旗下资产管理计划持有的"诺辉健康(证券代码：6606.HK)"按照0.01港元/股进行估值。 ...

| 代码 | 名称 | | 涨跌幅 ▽ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | --- | | 01375 | 中州证券 | (0) | 12.27% | 3.110 | 144.39亿 | | 06066 | 中信建投证券 | | 9.30% | 14.930 | 1158.07亿 | | 01456 | 国联民生 | | 8.61% | 7.190 | 408.43 Z | | 06881 | 中国银河 | | 8.25% | 12.330 | 1348.21 Z | | 03908 | 中金公司 | | 8.31% | 22.940 | 1107.37亿 | | 06099 | 招商证券 | | 6.80% | 18.700 | 1626.25亿 | | 06030 | 中信证券 | | 6.22% | 31.100 | 4609.19 Z | | 03678 | 3777888 | | 6.05% | 5.080 | 51.2亿 | | 06178 | 光大证券 | | 5.08% | 11.800 | 544.07亿 | | 02611 | 国泰海 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 承董事會命 光大證券股份有限公司 董事長 光大證券股份有限公司 Everbright Securities Company Limited （於中華人民共和國註冊成立的股份有限公司） （股份代號：6178） 董事會會議召開日期 光大證券股份有限公司（「本公司」）董事會（「董事會」）謹此宣佈，董事會將於 2025年8月28日（星期四）舉行董事會會議，藉以審議及批准本公司及其附屬公司 截至2025年6月30日止六個月未經審計的中期業績、考慮派發中期股息（如有） 及╱或其他議題（如適用）。 趙陵 中國上海 2025年8月14日 於本公告日期，本公司董事會成員包括趙陵先生（董事長、執行董事）、劉秋明 先生（執行董事、總裁）、馬韌韜女士（非執行董事）、連涯鄰先生（非執行董事）、 潘劍雲先生（非執行董事）、尹岩武先生（非執行董事）、秦小徵先生（非執行董 事）、任永平先生（獨立非執行董事）、殷俊明先生（獨立非執行董事 ...

诚达药业首次公开发行股票的发行费用总额为13,576.31万元，其中，保荐承销费用11,792.90万元。 2023年7月3日，诚达药业发布2022年度权益分派实施公告。公司2022年年度权益分派方案为：以公司现 有总股本96,696,140股为基数，向全体股东每10股派3.000000元人民币现金，同时，以资本公积金向全 体股东每10股转增6.000000股。本次权益分派股权登记日为2023年7月6日，除权除息日为2023年7月7 日。 诚达药业首次公开发行股票募集资金总额为175,721.06万元，扣除发行费用后募集资金净额162,144.75万 元。诚达药业实际募资净额比原拟募集资金多110,816.71万元。诚达药业于2022年1月14日披露的招股说 明书显示，该公司原拟募集资金51,328.04万元，分别用于"医药中间体项目、原料药项目及研发中心扩 建项目"和"补充流动资金"。 中国经济网北京8月14日讯诚达药业（301201）(301201.SZ)今日股价下跌，截至收盘报27.34元，跌幅 5.50%，该股目前处于破发状态。 诚达药业于2022年1月20日在深交所创业板上市，公开发行新股2,417 ...

Core Viewpoint - Everbright Securities (06178.HK) will hold a board meeting on August 28, 2025, to review and approve the group's interim results for the six months ending June 30, 2025, and to consider the proposal for an interim dividend distribution if applicable [1] Group 1 - The board meeting is scheduled for August 28, 2025 [1] - The meeting will focus on the interim results for the six months ending June 30, 2025 [1] - The proposal for an interim dividend distribution will be reviewed during the meeting [1]

Group 1 - The company Shanghai Everbright Securities Asset Management Co., Ltd. will value its asset management plans holding "Nohow Health (stock code: 6606.HK)" at HKD 0.01 per share starting from August 13, 2025 [1] - The company will closely monitor the subsequent operational status and other significant matters related to the stock for reasonable assessment [1] - The valuation method will revert to using the closing price of the day once the stock demonstrates active market trading characteristics, without further announcements [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 光大證券股份有限公司（「本公司」）董事會（「董事會」）謹此宣佈，董事會將於 2025年8月28日（星期四）舉行董事會會議，藉以審議及批准本公司及其附屬公司 截至2025年6月30日止六個月未經審計的中期業績、考慮派發中期股息（如有） 及╱或其他議題（如適用）。 承董事會命 光大證券股份有限公司 董事長 趙陵 中國上海 2025年8月14日 （於中華人民共和國註冊成立的股份有限公司） （股份代號：6178） 董事會會議召開日期 光大證券股份有限公司 Everbright Securities Company Limited 於本公告日期，本公司董事會成員包括趙陵先生（董事長、執行董事）、劉秋明 先生（執行董事、總裁）、馬韌韜女士（非執行董事）、連涯鄰先生（非執行董事）、 潘劍雲先生（非執行董事）、尹岩武先生（非執行董事）、秦小徵先生（非執行董 事）、任永平先生（獨立非執行董事）、殷俊明先生（獨立非執行董事 ...

Core Viewpoint - The Shanxi Provincial Finance Department held a meeting to recognize outstanding underwriting institutions for government bonds in 2024, emphasizing the importance of financial support for the local economy and the need for enhanced collaboration between finance and fiscal sectors [1][2]. Group 1: Meeting Highlights - The meeting included participation from 10 banks and 6 securities companies, which were awarded for their contributions to the bond issuance process [1]. - The Finance Department expressed gratitude to the institutions for their efforts in supporting Shanxi's fiscal initiatives and the broader economy [1]. Group 2: Key Requirements - The first requirement is to enhance the market-oriented level of bond issuance, encouraging healthy competition in the primary market and expanding trading scenarios in the secondary market [1]. - The second requirement focuses on deepening cooperation, utilizing local bonds as a bridge to foster collaboration between fiscal and financial sectors, and optimizing service levels [2]. - The third requirement aims to promote investment and stabilize growth through effective financial services and support for key transformation projects, contributing to the high-quality development of Shanxi [2].

Investment Rating - The report maintains a "Buy" rating for the banking industry, indicating an expected investment return exceeding 15% over the next 6-12 months compared to the market benchmark index [1][23]. Core Insights - The implementation of fiscal interest subsidies for personal consumption loans and service industry loans aims to stimulate consumption and expand domestic demand, aligning with the central government's economic goals for 2024 and 2025 [4][9]. - The fiscal interest subsidy rate for eligible personal consumption loans and service industry loans is set at an annualized 1%, which is expected to lower financing costs for consumers and businesses, thereby enhancing loan demand [5][10]. - The total theoretical limit for annual interest subsidies for both types of loans is estimated to be around 100 billion, although actual subsidy amounts may be significantly lower due to various factors [18][19]. Summary by Sections Policy Implementation - On August 12, the Ministry of Finance, in collaboration with other departments, released implementation plans for fiscal interest subsidies on personal consumption loans and service industry loans, emphasizing the need for coordinated efforts to boost consumption and domestic demand [3][4]. Loan Details - Personal consumption loans will be eligible for subsidies from September 1, 2025, to August 31, 2026, with a maximum subsidy of 3,000 yuan for each borrower, corresponding to a total consumption amount of 300,000 yuan [5][8]. - Service industry loans will be subsidized from March 16, 2025, to December 31, 2025, with a maximum subsidy of 10,000 yuan per loan, aimed at enhancing service supply and improving consumption infrastructure [6][8]. Economic Impact - The fiscal interest subsidy is expected to stimulate private sector production and consumption, thereby promoting credit activity expansion and providing dual support for retail loan business [9][10]. - The report highlights that the current weak growth in personal consumption loans can be mitigated by supportive policies, which may stabilize growth rates and improve consumer confidence [10][11]. Risk and Compliance - The report emphasizes the importance of compliance in the use of subsidized loans, warning against potential misuse of funds and the need for strict monitoring by lending institutions [17].

Core Viewpoint - The article discusses the ongoing "stock-bond seesaw" phenomenon, highlighting the strong correlation between the 10Y government bond yield and the CSI 300 index, with a Pearson coefficient of 0.92 since early July 2023, indicating increased investor preference for risk assets [4][5]. Group 1: Market Dynamics - The current stock market resembles last year's bond market, with the "wealth effect" being a significant driver for the bullish trend. However, this year's bond market lacks a similar wealth effect [5]. - As of the report date, the 10Y government bond yield stands at 1.73%, having increased by 5.2 basis points since the end of last year, prompting a shift of funds from the bond market to the stock market as investors become more optimistic about equities [5][6]. Group 2: Long-term Outlook - In the long term, it is unlikely that the bond market will consistently follow the stock market in pricing. Historical data shows that since 2016, there have been few instances where bond yields and stock indices moved in the same direction for extended periods [6][7]. - The correlation between the 10Y government bond yield and the CSI 300 index over the past 9.5 years is only 0.08, while the correlation with nominal GDP growth and the DR007 rate is significantly higher at 0.56 and 0.83, respectively. This indicates that bond pricing is more sensitive to economic conditions and monetary policy [7].