证券日报网讯7月31日，吉电股份（000875）发布公告称，公司于2025年3月6日召开2025年第二次临时 股东会，审议通过了《关于申请注册发行中期票据的议案》，同意公司向中国银行间市场交易商协会 (简称"交易商协会")申请注册额度不超过人民币40亿元的中期票据。近日，公司收到交易商协会下发的 《接受注册通知书》(中市协注〔2025〕MTN699号)，交易商协会决定接受公司中期票据注册。《接受 注册通知书》(中市协注〔2025〕MTN699号)中明确，公司本次中期票据注册金额为人民币40亿元，注 册额度自《接受注册通知书》落款之日起2年内有效，由中国工商银行股份有限公司和招商银行 （600036）股份有限公司联席主承销。 ...

Group 1 - The core viewpoint of the article emphasizes the recruitment for a capital market research position focusing on overseas and equity markets, highlighting the need for comprehensive research capabilities and the ability to identify investment opportunities and risks [4][5][6]. Group 2 - The job responsibilities include researching overseas markets (covering fixed income, equity, foreign exchange) and A-share markets (financial, technology, consumer sectors), building a research framework, and producing asset allocation recommendations [4]. - The role also involves conducting forward-looking and comprehensive thematic/deep research, producing research reports, and completing research projects [5]. - Additionally, the position requires providing buy-side research services to internal departments and facilitating the application of research outcomes based on business needs [5][6]. Group 3 - The job requirements specify a master's degree or higher, preferably in economics or finance, with a strong foundation in macro research [8]. - Candidates should have over three years of experience in research roles at large financial institutions, with a preference for those with overseas research, banking research, or wealth management research experience [9]. - The ideal candidate should possess a passion for research, a solid methodology and framework for asset research, and excellent written and verbal communication skills [9][10].

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601288 | 农业银行 | 1.12 | 0.17 | 32637.20 | | 600036 | 招商银行 | 0.14 | 0.36 | 26861.57 | | 601398 | 工商银行 | 0.93 | 0.18 | 22617.27 | | 601939 | 建设银行 | 0.97 | 1.54 | 17738.39 | | 600016 | 民生银行 | -0.81 | 0.77 | 14577.83 | | 601009 | 南京银行 | -2.21 | 0.53 | 11566.19 | | 600926 | 杭州银行 | -1.89 | 1.02 | 10447.54 | | 601229 | 上海银行 | -1.25 | 0.51 | 7535.77 | | 601658 | 邮储银行 | 0.88 | 0.41 | 7029.01 | | 002966 | 苏州银行 | -1.61 | 0.86 | 5127.33 | | ...

证券之星消息，7月31日股份制银行板块较上一交易日下跌0.46%，平安银行领跌。当日上证指数报收于3573.21，下跌1.18%。深证成指报收于 11009.77，下跌1.73%。股份制银行板块个股涨跌见下表： | 代码 | 名称 | 主力净流入 (元) | 主力净占比 | 游资净流入(元) | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600036 | 招商银行 | 2.53 亿 | 7.78% | -1.86 Z | -5.74% | -6641.60万 | -2.05% | | 600016 | 民生银行 | 1.19/Z | 8.92% | -6015.86万 | -4.52% | -5858.20万 | -4.40% | | 818109 | 光大银行 | 5346.41万 | 7.27% | -961.18万 | -1.31% | -4385.23万 | -5.97% | | 601166 | 兴业银行 | 4115.16万 | 2.54% | -7863.88万 | -4.86% ...

从上证金融地产行业指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证金融地产行业指数持仓样本的行业来看，金融占比98.68%、房地产占比1.32%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数样本进行临时调整。当样本退市时，将其从指 数样本中剔除。当样本公司有特殊事件发生，导致其行业归属发生变更时，将对指数进行相应调整。样 本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 金融界7月31日消息，上证指数低开低走，上证金融地产行业指数 (上证金融，000038)下跌1.35%，报 5880.46点，成交额508.71亿元。 数据统计显示，上证金融地产行业指数近一个月上涨1.81%，近三个月上涨13.16%，年至今上涨 10.86%。 据了解，上证金融地产行业指数选取沪市中属于金融和房地产行业的上市公司证券作为指数样本，以反 映沪市金融和房地产上市公司证券的整体表现。该指数以2003年12月 ...

Group 1 - The traditional "three meetings and one layer" governance structure is being replaced by a more streamlined and efficient model following the implementation of the new Company Law in China [1][2] - Several insurance companies, including China Pacific Insurance and others, have announced the abolition of their supervisory boards, with the roles being taken over by audit committees within the board of directors [1][2] - The new Company Law allows state-owned companies to establish audit committees composed of directors to perform the functions of supervisory boards, leading to a trend of financial institutions, including major banks, also abolishing their supervisory boards [2][3] Group 2 - The audit committee, which is a specialized committee under the board of directors, is expected to enhance oversight by being closer to decision-making processes and improving the independence of supervision compared to the supervisory board [3] - The new Company Law has significantly increased the liability risks for directors and senior executives, requiring them to share joint liability with the company for damages caused by intentional misconduct or gross negligence [4] - The market for directors and officers liability insurance (D&O insurance) has seen substantial growth, with over 270 A-share listed companies announcing the purchase or intention to purchase such insurance in the first half of the year, reflecting a rising awareness of the associated risks [4][5]

Group 1 - The overall net value of the market funds increased to 33.65 trillion yuan as of June 30, 2025, with stock and mixed funds accounting for 22.28% of the total fund net value [7][8] - The overall fund position in the market was 78.09% as of the second quarter of 2025, with equity mixed funds at 78.78% and ordinary stock funds at 84.89%, indicating a recovery in fund positions [12][7] - The performance of various types of public funds varied, with QDII funds showing a significant increase of 6.98%, while stock and mixed funds experienced a decline compared to the first quarter [16][17] Group 2 - The top 20 heavy stocks held by public funds were primarily concentrated in the electronics, food and beverage, communication, banking, and non-bank financial sectors, with notable companies like Ningde Times, Kweichow Moutai, and Tencent Holdings leading in market value [21][22] - The electronic industry became the largest heavy stock sector for funds, with a market value share of 7.12%, followed by the pharmaceutical and electric equipment sectors [26][27] - The top 20 stocks with increased holdings were mainly in the pharmaceutical, banking, and electronic sectors, reflecting a significant increase in institutional investment in these areas [28][29] Group 3 - Investment recommendations suggest that the increase in equity allocation by public funds indicates growing confidence in the stock market, supported by policy measures aimed at boosting medium- and long-term capital inflows [36][37] - The report highlights that the technology, pharmaceutical, and financial sectors are expected to continue attracting attention from funds, particularly in the context of AI applications and domestic technological advancements [37][36] - The focus on developing new productive forces remains a key investment theme, with opportunities anticipated in hard technology sectors and innovative sub-industries showing significant performance improvements [37][36]

招商银行财务总监彭家文2024年薪酬增加，但公司营收却同比下降。2024年，招商银行营收为3374.88亿元，同比下降0.48%。2024年招商银行归母净利润1，483.91亿元，同比增长1.22% 值得关注的是，招商银行不良贷款余额增加40亿元。截至2024年12月31日，招商银行的不良贷款余额约为656.10亿元，较2023年末的615.79亿元增加了40.31亿元，同比增长6.55%。不过 尽管不良贷款余额增加，但招商银行信用减值损失却没有增加。2024年公司信用减值损失399.76亿元，同比减少13亿元，降幅3.15%。 2021年至2024年，招商银行的拨备覆盖率分别为483.87%、450.79%、437.70%、411.98%，连续三年出现下降，这成为公司利润"调节器"。 拨备覆盖率三连降背后，是银行业近些年的核心问题——净息差持续收窄。招行2024年净息差1.86%，比2023年下降17个BP。 专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股CFO数据报告 ...

Group 1 - The core viewpoint indicates that the current market trend is driven by both liquidity and improved economic expectations, with ongoing upward momentum observed in the market [2] - The CSI 300 ETF has seen significant growth in scale, with an increase of 8.814 billion yuan this month, and a one-year average daily trading volume of 1.117 billion yuan [2] - Leveraged funds have been actively investing in the CSI 300 ETF, with net purchases recorded for three consecutive days, peaking at a net buy of 8.7262 million yuan [2] Group 2 - The CSI 300 ETF has achieved a one-year net value increase of 26.12%, with the highest monthly return since inception reaching 25.64% [2] - The top ten weighted stocks in the CSI 300 index account for 22.76% of the index, with notable companies including Kweichow Moutai, CATL, and Ping An Insurance [3] - The current market is characterized by a "rotation and supplementary rise" feature, with a focus on sectors that have previously lagged behind [3]

专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示，2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元，平均年薪为 81.48万元。 分行业来看，银行业共有42家A股上市公司（申万一级行业分类）。根据公开信息，只有11家银行公布 了财务总监的完整信息，这11家银行分别是招商银行、宁波银行、杭州银行、华夏银行、瑞丰银行、苏 州银行、张家港行、江阴银行、南京银行、华夏银行、中信银行。 11位银行财务总监中，年龄最大的是宁波银行的罗维开，今年60岁；年龄最小的是张家港行的朱宇峰， 今年48岁。 尽管不良贷款余额增加，但招商银行信用减值损失却没有增加。2024年公司信用减值损失399.76亿元， 同比减少13亿元，降幅3.15%。 2021年至2024年，招商银行的拨备覆盖率分别为483.87%、450.79%、437.70%、411.98%，连续三年出 现下降，这成为公司利润"调节器"。 拨备覆盖率三连降背后，是银行业近些年的核心问题——净息 ...