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中信建投:新车周期叠加购置税减半政策 新能源车beta上行在即
Zhi Tong Cai Jing· 2025-08-07 23:53
Group 1: Automotive Sector - The recent issuance of the third batch of "old-for-new" national subsidies is expected to improve consumer sentiment in the passenger vehicle sector [1][2] - From 2026 to 2027, the exemption of purchase tax for new energy vehicles will be adjusted from a full exemption of 30,000 yuan to a half exemption of 15,000 yuan, indicating a reduction in tax incentives [1][2] - The adjustment in purchase tax is anticipated to lead to an upward beta, benefiting brands in the 300,000 yuan price range as the product cycle shifts from weak to strong [1][2] - The L2 autonomous driving national standard is expected to be implemented soon, further strengthening industry trends amid concentrated catalysts [1][2] - The recovery of domestic demand in commercial vehicles and the rising export sentiment outside of Russia have led to strong performance from leading companies in the first half of the year, making them attractive to defensive funds due to their stable low valuation [1][2] Group 2: Intelligent Driving Sector - The L4 autonomous driving industry is approaching a turning point in terms of costs and technology, with ongoing evolution in technology iterations, industry structure, and new business models [2] - The upcoming release of the L2 strong standard consultation draft signifies national endorsement, making intelligence a quantifiable brand strength [2] - Focus is recommended on the intelligent testing segment and the L3-L4 autonomous driving operation sector [2] Group 3: Robotics Sector - The robotics sector has shown significant strength since mid-July, although recent weeks have seen some volatility and differentiation among individual stocks [3] - The sector remains in a strong event-driven and industry trend reinforcement phase, with high market attention due to events like the WAIC conference and the upcoming WRC [3] - Quality stocks with alpha potential, particularly those entering the Tesla supply chain or representing technological iteration directions, are recommended for fund allocation [3] Group 4: Bus and Heavy Truck Sector - The Q2 performance surge in the bus and heavy truck sectors is primarily driven by increased exports of heavy trucks and large/mid-sized buses [3] - With domestic subsidies accelerating since May, the fundamentals of these two core sectors remain strong, and growth rates are expected to rise further in Q3 due to a low base [3] - Core stocks in these sectors are currently in an important allocation window [3]
中信建投:固态电池产业化拐点已至,把握设备行业投资机会
Xin Lang Cai Jing· 2025-08-07 23:32
Core Viewpoint - Solid-state batteries are recognized as the next-generation high-performance battery technology, gaining significant market attention due to their high energy density and safety advantages [1] Industry Summary - The solid-state battery industry is currently experiencing a critical period of industrialization, driven by policy support, technological advancements, and increasing downstream demand [1] - The market is characterized by rapid growth in scale, a gradual focus on technological routes, and the expansion of application scenarios [1] Company Summary - Solid-state battery equipment, as the most crucial upstream segment of the supply chain, is expected to be the first to benefit from the significant development of the solid-state battery industry [1]
中信建投中债0-3年政策性金融债指数证券 投资基金暂停大额申购(含大额定期定额投资)公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-08-07 23:17
1 公告基本信息 如有疑问,请拨打本公司客户服务电话(4009-108-108)或登录本公司网站(www.cfund108.com)获取 相关信息。 特此公告。 中信建投基金管理有限公司 2025年08月08日 ■ 注:本公告就中信建投中债0-3年政策性金融债指数证券投资基金A类基金份额(基金代码: 021392)、C类基金份额(基金代码:021393)的大额申购(含大额定期定额投资)业务进行限制,即 自2025年8月11日起单日每个基金账户单笔或累计申购(含定期定额投资)中信建投中债0-3年政金债指 数A或中信建投中债0-3年政金债指数C的金额均不应超过50万元。单日每个基金账户单笔或累计申购 (含定期定额投资)中信建投中债0-3年政金债指数A或中信建投中债0-3年政金债指数C的金额超过50 万元(不含),基金管理人有权全部或部分拒绝。自2025年8月19日起,该基金将恢复办理正常大额申 购(含大额定期定额投资)业务,届时将不再另行公告。 2 其他需要提示的事项 ...
软通动力: 中信建投证券股份有限公司关于软通动力信息技术(集团)股份有限公司向特定对象发行股票之上市保荐书
Zheng Quan Zhi Xing· 2025-08-07 16:11
Core Viewpoint - The document outlines the underwriting report for the specific stock issuance by iSoftStone Information Technology (Group) Co., Ltd., detailing the company's business operations, financial data, and the specifics of the stock issuance process. Group 1: Company Overview - iSoftStone is a leading full-stack intelligent product and service provider in China, focusing on software and digital technology services, computing products, and digital energy services [4][5]. - The company serves over 2,600 domestic and international clients, including more than 230 Fortune 500 or China 500 companies, and is a core supplier for major ICT leaders and internet giants [5][6]. Group 2: Financial Data - As of March 31, 2025, the total assets of the company amounted to 2,259,326.09 million RMB, with total liabilities of 1,218,033.25 million RMB, resulting in total equity of 1,041,292.84 million RMB [6]. - The company's revenue for the fiscal year 2024 was 3,131,639.03 million RMB, with a net profit of 13,631.59 million RMB [6]. Group 3: Stock Issuance Details - The company plans to issue stocks to specific investors, with a total fundraising amount not exceeding 337,832.03 million RMB [20][22]. - The issuance will be conducted through a private placement to no more than 35 specific investors, including qualified institutional investors [18][19]. Group 4: Use of Proceeds - The net proceeds from the stock issuance will be allocated to various projects, with a total investment amounting to 377,924.01 million RMB, exceeding the expected fundraising amount [22][20]. Group 5: Regulatory Compliance - The stock issuance plan has been approved by the company's board of directors and shareholders, complying with relevant laws and regulations [28][29].
软通动力: 中信建投证券股份有限公司关于软通动力信息技术(集团)股份有限公司向特定对象发行股票之发行保荐书
Zheng Quan Zhi Xing· 2025-08-07 16:11
Core Viewpoint - The document outlines the underwriting and issuance process for iSoftStone Information Technology (Group) Co., Ltd. regarding its stock issuance to specific investors, detailing the roles of the underwriters and the company's compliance with relevant regulations [1][2][3]. Group 1: Issuance Overview - The underwriting representatives for this issuance are Xu Jie and Chen Zehao from CITIC Securities [4]. - The issuance involves a maximum of 285,882,353 shares, which is up to 30% of the total shares before the issuance [10]. - The issuance is categorized as a private placement to specific investors, complying with the regulations set by the China Securities Regulatory Commission (CSRC) and the Shenzhen Stock Exchange [26][27]. Group 2: Company Background - iSoftStone was established on November 4, 2005, and was listed on March 15, 2022, on the Shenzhen Stock Exchange under the stock code 301236 [9]. - The registered capital of the company is 952,941,177 RMB [9]. - The company specializes in technology services, software development, and information technology consulting, among other areas [9]. Group 3: Financial Data - As of March 31, 2025, the total assets of iSoftStone amounted to 2,259,326.09 million RMB, with total liabilities of 1,218,033.25 million RMB [13]. - The net asset value attributable to shareholders was reported at 1,034,965.46 million RMB [13]. - The company reported a net profit of -22,150.58 million RMB for the first quarter of 2025, indicating a loss compared to previous years [15]. Group 4: Shareholder Structure - Before the issuance, the company had 952,941,177 shares, with 272,625,788 shares subject to restrictions and 680,315,389 shares unrestricted [12]. - The top ten shareholders hold a combined 48.04% of the shares, with the largest shareholder being Changcheng (Tianjin) Equity Investment Fund Management [12][13]. Group 5: Compliance and Internal Review - CITIC Securities conducted thorough due diligence and internal reviews to ensure compliance with the relevant laws and regulations before recommending the issuance [20][25]. - The internal review process included multiple layers of approval, ensuring that the issuance meets all regulatory requirements [18][19].
券商暑期实习热 行业“一哥”提示谨防付费内推骗局
Bei Jing Shang Bao· 2025-08-07 15:39
Group 1 - Multiple securities firms, including CITIC Securities, CITIC Construction Investment Securities, and First Capital Securities, have initiated summer internship recruitment for 2025 [1][2][3] - The recruitment process for CITIC Securities started in June, with resume screening from early July to early August, online assessments and interviews from early July to mid-August, and internships taking place from mid-July to September [3] - First Capital Securities emphasizes that outstanding candidates may secure early offers for the 2026 recruitment cycle [3] Group 2 - There are reports of fraudulent activities where individuals pose as paid internship referral or interview coaching services, leading to financial losses for job seekers [1][2] - Legal experts indicate that these fraudulent agencies often lack genuine connections with securities firms and may mislead job seekers into purchasing expensive services [2] - Securities firms are advised to publicly clarify their stance on these fraudulent activities and to conduct internal investigations if any employees are involved [4]
中信建投证券:“25信投Y5”票面利率为2.10%
Zhi Tong Cai Jing· 2025-08-07 12:35
中信建投(601066)证券(06066)发布公告,公司2025年面向专业投资者公开发行永续次级债券(第五期) 发行规模不超过30亿元(含30亿元)。根据网下向专业机构投资者询价簿记结果,经发行人和主承销商充 分协商和审慎判断,最终确定本期债券(债券简称:25信投Y5,代码:243492)票面利率为2.10%。 ...
中信建投证券(06066):“25信投Y5”票面利率为2.10%
智通财经网· 2025-08-07 12:33
智通财经APP讯,中信建投证券(06066)发布公告,公司2025年面向专业投资者公开发行永续次级债券 (第五期)发行规模不超过30亿元(含30亿元)。根据网下向专业机构投资者询价簿记结果,经发行人和主 承销商充分协商和审慎判断,最终确定本期债券(债券简称:25信投Y5,代码:243492)票面利率为 2.10%。 ...
中信建投证券(06066) - 海外监管公告 - 关於延长中信建投証券股份有限公司2025年面向专业...

2025-08-07 12:24
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分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。 (於中華人民共和國註冊成立的股份有限公司) (股份代號:6066) 海外監管公告 本 公 告 乃 中 信 建 投 証 券 股 份 有 限 公 司(「本公司」)根 據 香 港 聯 合 交 易 所 有 限公司證券上市規則第13.10B條 而 作 出。 茲 載 列 本 公 司 於 上 海 證 券 交 易 所 網 站 刊 發 之《關 於 延 長 中 信 建 投 証 券 股 份有限公司2025年 面 向 專 業 投 資 者 公 開 發 行 永 續 次 級 債 券(第 五 期)簿 記 建 檔 時 間 的 公 告》及《中 信 建 投 証 券 股 份 有 限 公 司2025年面向專業投資者 公 開 發 行 永 續 次 級 債 券(第 五 期)票 面 利 率 公 告》,僅 供 參 閱。 承董事會命 中信建投証券股份有限公司 董事長 特此公告。 (以下无正 ...
券商火热招聘暑期实习,行业“一哥”提示:谨防付费内推骗局
Bei Jing Shang Bao· 2025-08-07 12:08
多家券商暑期实习招聘火热进行中。北京商报记者注意到,截至当前,已有中信证券、中信建投证券、第一创业证券、国投证券等券商启动相关 招聘。不过,在求职者应聘心切的同时,也会误入陷阱。8月6日,中信证券发布重要提示指出,个别不法分子打着付费实习内推、有偿面试辅导 的幌子设置诈骗陷阱,并提到有少数同学因求职心切误入陷阱,造成财力和精力的损失。对此,有律师明确,若在面试辅导过程中,相关机构 以"实习内推"为由骗取求职者支付高昂费用,行为人已涉嫌构成诈骗罪。 上海明伦律师事务所律师王智斌也提到,面试辅导本身属于知识服务,只要内容真实、明码标价、不承诺"保过"或"内部名额",即与一般的职业 培训无异。但如果在面试辅导过程中,行为人以"实习内推"为由骗取求职者支付高昂费用,行为性质就发生了变化,此时行为人已涉嫌构成诈骗 罪。如果行为人确实通过券商内部人员购买特殊通道,行为人和内部人员还可能触及行贿、受贿等罪名。 求职仍需通过正规途径 公开资料显示,截至当前,已有包括中信证券、中信建投证券、第一创业证券在内的多家券商启动了2025暑期实习招聘。 券商发文提示招聘陷阱 正值券商暑期实习招聘阶段,与此相关的付费内推、有偿辅导等诈骗 ...