【文/羽扇观金工作室】 12月9日，上海国际集团有限公司官网集团领导信息更新显示，龚德雄担任党委副书记、总裁一职。此 前一天，东方证券发布公告称，龚德雄因工作调动申请辞去公司董事长、执行董事和董事会战略与可持 续发展委员会主任委员、薪酬与提名委员会委员等职务，辞职后不再担任公司及控股子公司任何职务。 此次职务变动距龚德雄2024年11月正式履职东方证券董事长仅一年有余，原定任期本应延续至2027年11 月。根据公司章程规定，在新任董事长到任前，由副董事长鲁伟铭代为履行董事长、法定代表人及香港 联交所授权代表职责。 此次人事变动的去向此前已有信号。11月14日，上海市市管干部任职前公示显示，现年56岁的龚德雄作 为申能集团副总经理，拟提名任市管企业经理班子正职。 上海国际集团成立于2000年4月，前身是1981年设立的上海市投资信托公司，由上海市国资委全资控 股。该集团是上海市属金融控股平台，旗下控股金融机构包括国泰海通、浦发银行、沪农商行、太平洋 保险，此外还投资了上海保险交易所、上海票据交易所、跨境清算公司（CIPS）、中国银联等全国性 金融要素市场。截至2024年末，上海国际集团合并报表总资产3040.3 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000670 证券简称：盈方微 公告编号：2025-093 股东东方证券股份有限公司保证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈 述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、本次权益变动性质为公司持股5%以上股东东方证券因减持公司股份导致持股比例下降，不触及要约 收购。 2、本次权益变动不涉及公司控股股东、实际控制人，不会导致公司控制权发生变化，不会对公司治理 结构及持续经营产生影响。 盈方微电子股份有限公司（以下简称"公司"或"盈方微"）于2025年11月5日披露了《关于持股5%以上股 东减持股份预披露公告》，公司持股5%以上股东东方证券股份有限公司（以下简称"东方证券"）计划 在上述公告披露之日起十五个交易日后的三个月内以集中竞价、大宗交易方式减持公司股份，减持股份 数量上限不超过25,184,680股，减持上限不超过公司当时总股本的3%。其中，通过集中竞价交易减持股 份的，合计不超过8,394,893股（不超过公司当时总股本的1%）；通过大宗交易方式减持股份的，合计 ...

从内销来看，目前我国挖机的结构在改善，小挖的占比仍高，反映机器人替人的需求，大挖的占比提 升，反映大型项目和矿山需求提升，而中挖的比例则保持较低水平，也反映了地产建筑的结构性拖累。 从出口看，我国挖机主要销往新兴国家，而新兴国家的城市化建设仍在持续，该行认为国内主机厂通过 深耕海外市场提升竞争力，份额也在持续提升。综合来看，该行认为11 月增速回升的背后反映了经济 的结构性改善。 智通财经APP获悉，东方证券发布研报称，看到挖掘机11月增速回升，而其中内销改善反映了经济的结 构性改善，出口改善反映了行业的竞争力上升。该行认为市场对行业结构性改善的预期将上升，也将带 来风险评价的下降，利好中盘蓝筹公司的投资机会。部分相关标的：恒立液压(601100.SH，未评级)、 柳工(000528.SZ，未评级)、中联重科(000157.SZ，买入)、徐工机械(000425.SZ，未评级)。 东方证券主要观点如下： 挖掘机11月销量增速回升 根据工程机械协会，2025 年1-11 月，共销售挖掘机21.22 万台，同比增长16.7%，其中，国内销量10.82 万台，同比增长18.6%，出口销量10.40 万台，同比增长14 ...

Group 1 - The core viewpoint of the report is that the National Medical Insurance Administration (NMI) is encouraging the high-quality development of innovative drugs, with a clear trend towards supportive payment policies for innovative drugs, indicating that leading domestic innovative drug companies are entering a commercial realization phase [1] - The 2025 National Medical Insurance Drug List includes 127 products participating in bidding, with 114 drugs successfully added, of which 50 are Class 1 innovative drugs, accounting for 44%, marking a historical high [1] - The overall negotiation success rate is 90%, the highest in nearly seven years, while the success rate for drug applications is 18%, up by 2.5 percentage points year-on-year [1] Group 2 - The Chinese innovative drug market is experiencing accelerated differentiation, with a few leading domestic innovative drug companies contributing significantly to the newly included innovative drugs, indicating a concentration effect [2] - Heng Rui is the biggest winner with 20 innovative drugs/indications included, including 10 new entries, while Innovent Biologics follows with 7 innovative drugs, 6 of which are newly included [2] - The first version of the commercial insurance directory has three key highlights: only 19 out of 121 new drugs passed the formal review, 5 domestic CAR-T therapies were included, and 14 out of 19 drugs are oncology-related, accounting for 74% [4]

Core Insights - The awards for financial bond underwriting and market-making have been announced, recognizing various banks and securities firms for their outstanding performance in the industry [1][2][3][4][5][6][7] Group 1: Outstanding Underwriters - The title of "Outstanding Underwriter" was awarded to several banks, including CITIC Bank, Shanghai Pudong Development Bank, and Industrial and Commercial Bank of China [1][2] - A total of 10 banks were recognized as "Excellent Underwriters," highlighting their contributions to the financial bond market [1] Group 2: Excellent Market Makers - The "Excellent Market Maker" category included firms such as Huatai Securities and CITIC Securities, showcasing their role in enhancing market liquidity [2][4] - A diverse range of banks, including Ping An Bank and Industrial Bank, were acknowledged for their market-making capabilities [2][4] Group 3: Special Awards - Special awards were given for various categories, including "Debt Sea Rising Award" and "Green Low Carbon Award," recognizing banks like Agricultural Bank of China and Postal Savings Bank of China for their innovative approaches [3] - The "Technology Innovation Award" was awarded to banks that demonstrated significant advancements in financial technology [3] Group 4: Individual Recognitions - Individual awards were presented to key personnel from various banks, such as CITIC Bank's Sun Wei and China Everbright Bank's Liu Yan, acknowledging their leadership in driving financial bond initiatives [4][5] - The "Outstanding Underwriting Supervisor" category highlighted individuals from major banks, emphasizing the importance of leadership in underwriting processes [5]

Group 1 - The core idea presented is the integration of ESG principles with the "Five Major Articles" as a unified approach to define a new financial paradigm and assign a new mission to capital [1][4] - ESG provides a new evaluation standard that expands corporate value from solely financial metrics to a comprehensive value encompassing environmental, social, and governance factors [4][6] - The "Five Major Articles" serve as an action guide for the financial industry, focusing on technology finance, green finance, inclusive finance, pension finance, and digital finance, which collectively promote high-quality development [4][7] Group 2 - The new financial paradigm shifts from short-term price speculation to long-term value investment, aligning with national strategies like the "14th Five-Year Plan" and the "Financial Power" strategy [7][9] - This paradigm introduces a pricing logic revolution, requiring the internalization of previously overlooked external costs and benefits into the pricing system through ESG rating models and innovative green financial tools [7][8] - The new paradigm emphasizes the integration of ESG factors into long-term investment strategies, enhancing risk management and ensuring stable, sustainable returns [7][9] Group 3 - The new mission of capital is to create a sustainable development model, guiding the industry towards stability and longevity [9][10] - The framework for this mission includes a three-layer value creation structure, with ESG principles as the guiding compass and the "Five Major Articles" as the practical pathway [9][10] - The transformation of brokerages is essential, shifting from price discoverers to value discoverers, from capital intermediaries to value integrators, and from market participants to ecosystem builders [10] Group 4 - The company, as a member of the industry, is actively exploring and implementing the "Five Major Articles" to contribute to high-quality development [11] - In technology finance, the company provides comprehensive financial services for tech enterprises, while in green finance, it has issued nearly 50 green bonds, raising around 200 billion yuan [11] - The company is also involved in inclusive finance, pension finance, and digital finance, establishing a systematic governance structure for sustainable development and receiving a AAA rating in the latest MSCI ESG assessment [11]

12月9日，上海国际集团有限公司（下称"上海国际集团）官网信息显示，龚德雄已出任上海国际集团党委副书记、总裁。而就在前一日晚，东方证券发布公 告称，龚德雄因工作调动原因，申请辞去公司董事长、执行董事和董事会战略与可持续发展委员会主任委员、薪酬与提名委员会委员等职务。 在执掌东方证券的一年时间里，龚德雄围绕建设具有国内竞争力和国际影响力的一流现代投资银行的公司愿景，提出"三步走"中长期战略路线图，主导制定 和推动实施公司2025-2027年战略规划。在公司治理方面，龚德雄坚持全面深化改革，围绕"数字化、集团化、国际化"的战略方向，聚焦大财富、大投行两 大重点领域，推动公司锻造综合化客群经营、数字化科技驱动、内生性合规风控三大核心能力支柱，打造买方投顾、产业投行、机构金融和数字科技四大核 心优势，深化能源与金融、财富与资管、投行与投资、牌照与客户、境内与境外的五大协同发展，促进公司走稳走好差异化特色化发展之路。 丰富的管理经验和出色的才干也反映在业绩上。东方证券2025年第三季度报告显示，公司第三季度实现营业收入47.07亿元，同比增长40.25%；归属于上市 公司股东的净利润16.47亿元，同比增长38.35% ...

Group 1 - The core point of the article is the appointment of Gong Dexiong as the President and Deputy Secretary of the Shanghai International Group after resigning from his position as Chairman of Dongfang Securities [1][2][4] - Gong Dexiong has extensive experience in the financial sector, having held various significant positions in securities, investment, futures, and asset management [4][5] - Shanghai International Group, established in April 2000, has over 300 billion yuan in registered capital and manages assets exceeding 3 trillion yuan, with a focus on serving Shanghai's international financial center and other strategic developments [6] Group 2 - In 2023, Dongfang Securities reported a revenue of 12.708 billion yuan, a year-on-year increase of 39.38%, and a net profit of 5.11 billion yuan, up 54.76% year-on-year [5] - The Shanghai International Group is a major shareholder in several financial institutions, including being the largest shareholder of Shanghai Pudong Development Bank and Shanghai Rural Commercial Bank [6] - The group has created five major fund management brands, managing assets exceeding 140 billion yuan [6]

【导读】龚德雄出任上海国际集团总裁 中国基金报记者 含章 卸任东方证券董事长后，龚德雄去向落定。 12月9日，上海国际集团"官宣"，龚德雄出任集团党委副书记、总裁一职。据悉，龚德雄早些年曾任上海国际集团金融管理总部总经理，并长期深耕上海 国有金融体系，如今又回归上海国际集团。 就在今年初，时任海通证券董事长周杰调任至上海国际集团，担任董事长一职。 龚德雄出任上海国际集团总裁 记者注意到，12月9日，上海国际集团更新"集团领导信息栏"显示，龚德雄担任党委副书记、总裁一职。 就在昨日（12月8日），东方证券发布公告称，公司于近日收到龚德雄的辞职报告。龚德雄因工作调动，申请辞去公司董事长、执行董事和董事会战略与 可持续发展委员会主任委员、薪酬与提名委员会委员等职务，辞职后不再担任公司及控股子公司任何职务。 在新任董事长任职前，东方证券副董事长鲁伟铭将代为履行董事长、法定代表人及香港联交所授权代表职责。 龚德雄的新去向此前已有公示。根据上海发布11月14日消息，现任东方证券党委书记、董事长龚德雄拟提名任市管企业经理班子正职。 根据公开信息，龚德雄于1969年10月出生，大学，高级管理人员工商管理硕士，中共党员。 龚德 ...

【导读】龚德雄出任上海国际集团总裁 中国基金报记者 含章 卸任东方证券董事长后，龚德雄去向落定。 12 月 9 日，上海国际集团 " 官宣 " ，龚德雄出任集团党委副书记、总裁一职。据悉，龚德 雄早些年曾任上海国际集团金融管理总部总经理，并长期深耕上海国有金融体系，如今又回 归上海国际集团。 就在今年初，时任海通证券董事长周杰调任至上海国际集团，担任董事长一职。 龚德雄出任上海国际集团总裁 记者注意到， 12 月 9 日，上海国际集团更新 " 集团领导信息栏 " 显示，龚德雄担任党委副 书记、总裁一职。 龚德雄拥有丰富的金融从业经历，涵盖了证券、投资、期货、资产管理等多个领域。他曾任 上海国际信托投资公司证券部浦东营业部副主任、证券部投资调研科科长、证券部副经理， 上海证券有限责任公司党委副书记、纪委书记、副总经理兼海证期货有限公司董事长，上海 国际集团有限公司金融管理总部总经理，上海证券有限责任公司总经理、党委书记、副董事 长、董事长，上海国泰君安证券资产管理有限公司董事长、 CEO 。 龚德雄自 2023 年 4 月起担任申能（集团）有限公司副总裁， 2023 年 9 月担任东方证券 党委书记， 2024 ...