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1.19犀牛财经早报:首批新能源主题基金四季报解密基金经理布局运作
Xi Niu Cai Jing· 2026-01-19 01:39
Group 1 - The first batch of new energy theme funds has reported that investment strategies are shifting from traditional lithium batteries to advanced technologies such as smart driving, artificial intelligence, and controllable nuclear fusion, indicating strong confidence in the structural market for new energy in 2026 [1] - The public fund issuance market has seen a significant increase in activity, with many new products being oversubscribed and some sold out in a single day, reflecting a recovery in market confidence and changes in product strategies and investor allocation [1] - Over 10 private equity firms have been penalized for regulatory violations, including issues related to fund pools and guaranteed returns, indicating a push for compliance and internal control improvements in the private equity industry [1] Group 2 - Three securities investment consulting firms have been penalized and ordered to stop accepting new clients due to regulatory issues, highlighting ongoing scrutiny in the investment advisory sector [2] - Several small and medium-sized banks have raised deposit rates by up to 20 basis points as part of a strategy to attract deposits amid a competitive market environment, reflecting a cautious approach to managing their funding needs [2] - The S transaction market has gained traction with increased activity in the transfer of shares from popular companies in sectors like humanoid robotics and commercial aerospace, driven by renewed confidence in the primary market for unprofitable companies [3] Group 3 - The People's Bank of China has announced a structural interest rate cut, reducing the re-lending and rediscount rates by 0.25 percentage points, which is expected to encourage lending in key sectors and support economic transformation [4] - The bond market is anticipated to experience increased volatility in 2026, with a focus on capturing short-term opportunities rather than long-term trends, as investors navigate the balance between strong expectations and weak realities [4] - The Hong Kong stock market has seen a surge in refinancing activities, with nearly 30 companies raising over HKD 26 billion, a significant increase compared to the previous year, indicating a robust environment for capital raising [4] Group 4 - Insurance companies are optimistic about the equity market in 2026, planning to enhance their asset allocation strategies to capitalize on favorable macroeconomic trends and potential profit opportunities [5] - Morgan Stanley has projected significant price increases for DDR4 and NOR Flash memory chips in the first quarter of 2026, driven by supply constraints and strong demand for advanced storage products [5] - The commercial aerospace sector has shown signs of market enthusiasm, although recent price corrections suggest a need for careful evaluation of long-term trends versus short-term adjustments [6] Group 5 - Porsche's global sales fell to approximately 279,000 units in 2025, a decline of 10% year-on-year, with a significant drop in the Chinese market, reflecting challenges in supply and a strategic shift towards prioritizing profit margins over volume [7] - The Beijing Yiren Angel Children's Hospital is facing operational challenges due to rental debts, prompting public donations that have exceeded 15 million yuan, highlighting community support for healthcare initiatives [7] - Ningbo Ronbay New Energy Technology Co., Ltd. is under investigation by the China Securities Regulatory Commission for misleading statements regarding a major contract, which could impact its market reputation and operations [8][9]
A股异动丨包钢股份触及跌停,板材厂爆炸致2死8失联
Ge Long Hui A P P· 2026-01-19 01:37
格隆汇1月19日|包钢股份(600010.SH)开盘触及跌停,报价2.25元。消息面上那个,包钢股份公布,昨午约3时板材厂发生爆炸,造成2人死亡、8人失联、 84人受伤在院治疗。事故造成板材厂部分厂房和设备受损,将对板材厂产线及周边受波及的产线生产造成影响,具体损失情况正在核实评估。 ...
现场人员称包钢爆炸事故与煤气无关
Xin Jing Bao· 2026-01-19 01:29
【#现场人员称包钢爆炸事故与煤气无关#】#包钢爆炸事故多人被玻璃碎片划伤#1月18日,内蒙古包钢 股份一板材厂发生爆炸事故,已造成2人死亡、5人失联、66人被送医救治。涉事厂区一名工人告诉记 者,爆炸发生后多名工人受伤,多数为玻璃碎片划伤,其本人曾前往现场查看,但由于现场存在烟尘和 不明气体,且自己未穿戴相关防护装备,没敢靠近。另有一名涉事厂区工作人员表示,厂区内疑似 有"罐状物体"突发爆炸,现场人员称事故与煤气无关。记者从包钢相关科室负责人处获悉,爆炸原因正 在调查中。#包头包钢厂区爆炸事故有物体飞出# 转自:新京报我们视频 ...
包钢股份板材厂爆炸 致2死8失联
Ge Long Hui A P P· 2026-01-19 01:15
事故造成板材厂部分厂房和设备受损,将对板材厂产线及周边受波及的产线生产造成影响,具体损失情 况正在核实评估。经包头市生态环境部门跟踪检测,未发现本次事故对周边大气、土壤环境造成影响, 现场无废水产生。 格隆汇1月19日|内蒙古包钢股份公布,昨午约3时板材厂发生爆炸,造成2人死亡、8人失联、84人受伤 在院治疗。公司将全力配合相关部门对事故进行调查,认真查明事故原因。 公司对本次事故罹难人员表示沈痛哀悼,将深刻汲取教训,进一步增强安全生产意识,立即开展安全生 产大排查,杜绝事故发生。 ...
包钢股份(600010.SH):控股子公司发生安全事故
Ge Long Hui A P P· 2026-01-19 01:08
事故发生后,公司立即启动应急预案,全力组织力量进行人员搜救、伤员救治、善后安抚等工作,全力 配合相关部门对事故进行调查,认真查明事故原因。本次事故造成板材厂部分厂房和设备受损,将对板 材厂产线及周边受波及的产线生产造成影响,具体损失情况正在核实评估。经包头市生态环境部门跟踪 检测,未发现本次事故对周边大气、土壤环境造成影响,现场无废水产生。 格隆汇1月19日丨包钢股份(600010.SH)公布,1月18日下午15点03分,公司控股子公司下属的板材厂炼 钢作业部一个650m3饱和水、蒸汽球罐发生爆炸,造成2人死亡、8人失联、84人受伤在院治疗。 ...
包钢股份子公司爆炸致2死8失联84伤
Cai Jing Wang· 2026-01-19 01:08
公司对本次事故罹难人员表示沉痛哀悼!公司将深刻吸取事故教训,进一步增强安全生产意识,立即开 展安全生产大排查,切实做好安全生产工作,坚决守住安全发展底线,杜绝事故发生。(人民财讯) 【包钢股份:控股子公司发生安全事故】#包钢股份回应爆炸事故#包钢股份1月19日早间公告,1月18日 下午15点03分,公司控股子公司下属的板材厂炼钢作业部一个650m3饱和水、蒸汽球罐发生爆炸,造成 2人死亡、8人失联、84人受伤在院治疗。 事故发生后,公司立即启动应急预案,全力组织力量进行人员搜救、伤员救治、善后安抚等工作,全力 配合相关部门对事故进行调查,认真查明事故原因。本次事故造成板材厂部分厂房和设备受损,将对板 材厂产线及周边受波及的产线生产造成影响,具体损失情况正在核实评估。经包头市生态环境部门跟踪 检测,未发现本次事故对周边大气、土壤环境造成影响,现场无废水产生。 ...
包钢厂区爆炸致2死8失联84伤,救援持续进行
Cai Jing Wang· 2026-01-19 01:08
#包钢厂区爆炸事故最新情况#【#内蒙古一厂区爆炸2死8失联84伤#】今天,内蒙古包头市召开新闻发布 会,通报包钢股份板材厂爆炸事故相关情况。爆炸事故造成厂区内2人死亡,8人失联,84人受伤在院治 疗。消防、应急、公安、卫健、市场监管等部门组成应急救援队伍,开展人员搜救、伤员救治、家属安 抚及善后处置等工作。截至目前,专业救援队伍仍在开展搜救工作,全力搜救失联人员。(央视新闻) ...
包钢股份公告:包钢股份对遇难人员表示沉痛哀悼
Bei Jing Wan Bao· 2026-01-19 01:08
登录新浪财经APP 搜索【信披】查看更多考评等级 #包钢股份公告#【包钢股份公告:#包钢股份对遇难人员表示沉痛哀悼#】#内蒙古就爆炸事故成立调查 组#包钢股份1月19日发布《内蒙古包钢钢联股份有限公司关于控股子公司发生安全事故的公告》:1月 18日下午15点03分,公司控股子公司下属的板材厂炼钢作业部一个650m³饱和水、蒸汽球罐发生爆炸, 造成2人死亡、8人失联、84人受伤在院治疗。公司对本次事故罹难人员表示沉痛哀悼!公司将深刻吸取 事故教训,进一步增强安全生产意识,立即开展安全生产大排查,切实做好安全生产工作,坚决守住安 全发展底线,杜绝事故发生。公司将根据相关信息披露规则要求及时履行信息披露义务。 (政事儿) ...
包钢板材厂爆炸事故已致2人遇难8人失联84人受伤,公安机关已依法对相关企业责任人采取措施
Bei Jing Qing Nian Bao· 2026-01-19 00:57
发布会介绍,自治区已成立事故调查组深入调查事故原因和责任,将对失职失责人员依法依规严肃追 责,绝不姑息。公安机关已依法对相关企业责任人采取措施。 来源 | 央视新闻 今天(1月19日)上午,内蒙古包头市召开新闻发布会,通报包钢股份板材厂爆炸事故相关情况。 发布会通报,18日15时03分,包钢板材厂炼钢作业部的一个650m3饱和水、蒸汽球罐发生爆炸。截至目 前,爆炸已造成厂区内2人死亡,8人失联,84人受伤在院治疗。 事故发生后,当地成立医疗救治领导小组,迅速开展伤员救治工作。收治的84名伤员,经自治区卫健委 专家组一对一评估,重症5人,其余79人均为头面部外伤和肢体软组织挫伤等轻伤,目前所有伤员生命 体征平稳。 北京青年报2026-01-19 07:39:38 编辑 | 杜小溪 ...