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券商前首席炒黄金期货,用3000万元大赚14亿?本人最新回应:谣言止于智者
Mei Ri Jing Ji Xin Wen· 2025-10-28 09:50
近期有市场传闻称:"国海证券首席靳毅炒黄金期货,用3000万的本金,赚了14亿后,就辞职了。"该说法今天进一步扩散。 《每日经济新闻》记者注意到,靳毅本人在其朋友圈发文辟谣称,"最早我听到的版本,是某宏观首席……谣言止于智者,兄弟姐妹们。" 每经记者|王海慜 每经编辑|何小桃 赵云 封面图片来源:每日经济新闻 刘国梅 摄 公开信息显示,靳毅此前担任国海证券研究所固定收益研究团队负责人。目前在证券业协会官网已无法查到他的执业信息。 多位期货从业人士向记者表示,上述传闻中描述的黄金期货投资收益,虽然通过浮盈加仓策略有可能实现,但也需要承担很高的风险,属于投资中的小概 率情形。 记者|王海慜 编辑|何小桃 赵云 杜恒峰 校对|许绍航 |每日经济新闻 nbdnews 原创文章| 未经许可禁止转载、摘编、复制及镜像等使用 ...
前国海证券首席靳毅辟谣炒黄金赚14亿传闻
Cai Jing Wang· 2025-10-28 09:31
Core Viewpoint - A rumor circulated that the former chief of Guohai Securities, Jin Yi, made a profit of 1.4 billion from gold futures trading with an initial investment of 30 million, which he later denied through social media [1] Group 1 - The rumor about Jin Yi's significant profit from gold futures trading has gained traction in the market [1] - Jin Yi clarified that the initial version of the rumor originated from another macroeconomic chief [1] - Jin Yi previously served as the head of the fixed income research team at Guohai Securities, but his professional information is no longer available on the securities industry association's official website [1]
首席炒黄金期货大赚14亿?国海证券前固收首席靳毅辟谣称已报警
Sou Hu Cai Jing· 2025-10-28 09:17
该传闻表示,"国海证券首席靳毅炒黄金期货,用3000万的本金,赚了14亿后,就辞职了。" 有业内人士向蓝鲸新闻记者透露,早前略有耳闻靳毅踩中这波市场行情实现不菲收益,"但具体金额并不确定。"其表示,这波黄金走势汹涌, 如果期货加杠杆的话的确有可能撬动高收益,但同样有不小风险。 对此传闻,靳毅进行了否认。蓝鲸新闻获悉,靳毅在其朋友圈发文辟谣称,"最早我听到的版本,是某宏观首席……谣言止于智者,兄弟姐妹 们。" (图片来源:视觉中国) 蓝鲸新闻10月28日讯(记者 王婉莹)近日,有市场传闻称国海证券(000750.SZ)研究所固收研究团队原负责人靳毅炒黄金期货实现"经济自 由"后离职。 另有接近人士告诉记者,针对市场传闻靳毅已向公安机关报案。 针对靳毅离职相关情况,记者采访到国海证券相关人士,截至发稿未获回复。 不过,记者查询发现,目前,中证协系统已无靳毅执业信息。且其原团队成员任职情况也有变化,譬如,分析师马闻倬的执业信息也已无法在 中证协官网查询到。靳毅曾任国海证券固定收益首席分析师,历任申万宏源证券资产管理事业部固定收益总部产品总监、国海证券资产管理分 公司固定收益总部同业投资部总经理等职务。 ...
国海证券原固收首席回应“炒黄金期货赚14亿后辞职”:假消息,已报警
Sou Hu Cai Jing· 2025-10-28 09:17
红星资本局10月28日消息,今日有市场消息称,"听说国海首席jinyi炒黄金期货,3000w本金赚了14e, 辞职不干了",该消息或指向国海证券(000750.SZ)原固收首席分析师靳毅。 对此,靳毅向红星资本局回应称:"假消息,已经极大影响到了我的生活,我已经报警了。" 据"国海证券研究"微信公众号此前文章介绍,靳毅曾任国海证券研究所所长助理、固定收益首席分析 师,有12年债券市场研究、投资、交易经验。他是北京大学理学硕士、经济双学士,曾任申万宏源证券 资产管理事业部产品总监、投资经理,曾累计参与管理债券规模超1000亿元;2023年水晶球总榜单债券 行业第2名。 今年9月中旬,有消息称靳毅已经从国海证券离任。目前,红星资本局在中国证券业协会从业人员名单 中已经查询不到国海证券靳毅的从业信息。 10月28日,红星资本局从国海证券方面了解到,靳毅已经从公司离职。靳毅的个人微信公众号"靳毅投 资思考"最后一次更新是在今年9月9日。 ...
网传前国海证券首席靳毅炒黄金期货用3000万的本金,赚了14亿后就辞职了!本人已发朋友圈辟谣:谣言止于智者,兄弟姐妹们
Sou Hu Cai Jing· 2025-10-28 09:00
格隆汇10月28日丨据每经,近期有市场传闻称:"首席靳毅炒期货,用3000万的本金,赚了14亿后,就辞职了。"该说法今天进一步扩散。靳毅本人在其朋友 圈发文辟谣称,"最早我听到的版本,是某宏观首席……谣言止于智者,兄弟姐妹们。"多位从业人士表示,上述传闻中描述的黄金投资收益,虽然通过浮盈 加仓策略有可能实现,但也需要承担很高的风险,属于投资中的小概率情形。 | 上证指数 | 深证成指 | 北证5C | | --- | --- | --- | | 3988.22 | 13430.10 | 1451.5 | | -8.72 -0.22% -59.30 -0.44% -17.59 -1 | | | | 科创50 | 创业板指 | 万得全/ | | 1471.73 | 3229.58 | 6373.8 | | -12.48 -0.84% -4.88 -0.15% -21.91 -0 | | | | 沪深300 | 中证500 | 中证A5( | | 4691.97 | 7341.03 | 5628.2 | | -24.05 -0.51% -38.36 -0.52% -30.56 -0 | | | | 中证1000 | ...
研报掘金丨国海证券:维持瑞普生物“买入”评级,公司经营业绩持续向好
Ge Long Hui A P P· 2025-10-27 06:41
Core Viewpoint - Guohai Securities report indicates that Ruipu Biotech's net profit attributable to shareholders reached 362 million yuan in the first three quarters of 2025, representing a year-on-year increase of 45.64% [1] Financial Performance - In Q3 2025, the company achieved a net profit of 106 million yuan, up 23.02% year-on-year [1] - The revenue growth rate in Q3 2025 slowed compared to Q2 2025, but the overall performance for the first three quarters still showed rapid growth [1] - Non-operating income confirmed in the first three quarters was 93 million yuan, an increase of 60 million yuan year-on-year [1] Business Development - The company is deepening cooperation to expand into the ruminant vaccine market [1] - It is also laying out plans in the synthetic biology sector to create long-term growth points [1] - The sustained improvement in operational performance is attributed to the company's proactive expansion into new business areas [1]
国海证券股份有限公司关于召开2025年第二次临时股东会的提示性公告
Group 1 - The company will hold its second extraordinary general meeting of shareholders in 2025 on October 30, 2025, at 14:00 [4][5] - The meeting will utilize a combination of on-site and online voting methods, providing a platform for shareholders to exercise their voting rights [3][4] - The record date for shareholders eligible to attend the meeting is October 24, 2025 [5] Group 2 - The board of directors approved the appointment of KPMG Huazhen LLP as the auditing firm for the 2025 financial report and internal control audit [2] - The meeting will review a total of 12 proposals, with specific voting procedures for small and medium investors [6][5] - The voting will be conducted through the Shenzhen Stock Exchange trading system and an internet voting system, with specific time slots for each [11][4] Group 3 - Shareholders must register to attend the meeting, with specific identification requirements for both individual and corporate shareholders [7][8] - The registration period for shareholders is from October 27 to October 29, 2025 [9] - The meeting will take place at the company's headquarters located at 46 Binhai Road, Nanning [5]
赎回新规与税优政策,如何重塑债市?:固定收益点评
Guohai Securities· 2025-10-24 13:34
Group 1: Report Overview - The report focuses on the impact of fund redemption fee reform on institutional behavior and the bond market, and also mentions the potential influence of tax - preferential policies [6][9] Group 2: Report Core View - The adjustment of redemption fees is generally beneficial to medium - and long - term treasury bonds, and money funds and inter - bank certificate of deposit funds will also indirectly benefit. The relatively pressured varieties mainly include 30Y treasury bonds, 10Y CDB bonds, and Tier 2 capital bonds. The final official draft's implementation intensity determines the market volatility. Tax - preferential policies are also potential key policy variables [6][21] Group 3: Several Possible Scenarios of Policy Implementation - Three main scenarios are set for analysis: full implementation according to the solicitation draft; waiving redemption fees after holding for 3 months; waiving redemption fees after holding for 1 month. There may also be more lenient fee requirements for customized products with a high proportion of institutional investors [10][11] Group 4: Impact on Institutional Allocation Behavior 4.1 Bank Self - operation - Redemption fee adjustment reduces the attractiveness of funds as flexible allocation tools and affects the flexibility of bank self - operation in quarterly assessment. Banks may convert some fund outsourcing to direct bond investment, preferring medium - and long - term treasury bonds. The strictness of policy implementation determines the intensity and scope of behavior adjustment [12][13] 4.2 Bank Wealth Management - The core impact is the weakening of the fund's liquidity management function. Wealth management may adjust in two aspects: reallocating assets to more liquid ones and adopting a more cautious bond investment strategy. The adjustment amplitude varies with different scenarios [14][15] 4.3 Insurance - The impact on insurance is relatively small, and its allocation behavior remains relatively stable [16] Group 5: Impact on the Bond Market 5.1 Negative Impact - To cope with redemption pressure, funds may sell some holdings, causing demand for 30Y treasury bonds, 10Y CDB bonds, and Tier 2 capital bonds to decline and interest rate centers to rise [18][20] 5.2 Positive Impact - Bank self - operation's direct investment benefits medium - and long - term treasury bonds. Wealth management's direct investment may focus on short - end credit bonds. Overall, the adjustment benefits medium - and long - term treasury bonds, and money funds and inter - bank certificate of deposit funds also indirectly benefit [21]
国海证券(000750) - 国海证券股份有限公司关于召开2025年第二次临时股东会的提示性公告
2025-10-24 11:46
国海证券股份有限公司(以下简称公司)曾于 2025 年 10 月 15 日在《中国证券报》《证券时报》《上海证券报》《证券 日报》和巨潮资讯网(www.cninfo.com.cn)披露了《国海证券股 份有限公司关于召开 2025 年第二次临时股东会的通知》,由于 本次股东会采取现场投票与网络投票相结合的方式召开,将通过 深圳证券交易所交易系统和互联网投票系统向社会公众股股东 提供网络形式的投票平台,根据相关规定,现再次将公司2025 年 第二次临时股东会通知如下: 一、召开会议基本情况 (一)股东会届次:公司 2025 年第二次临时股东会。 (二)股东会的召集人:公司董事会。 证券代码:000750 证券简称:国海证券 公告编号:2025-48 国海证券股份有限公司 关于召开 2025 年第二次临时股东会 的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、 完整,没有虚假记载、误导性陈述或重大遗漏。 2025 年 8 月 29 日,公司召开第十届董事会第十一次会议, 审议通过了《关于召开国海证券股份有限公司临时股东会的议 案》,董事会授权董事长择机确定公司临时股东会召开时间、地 1 点等具体事 ...
研报掘金丨国海证券:维持温氏股份“买入”评级,看好公司长期发展
Ge Long Hui· 2025-10-24 08:06
Core Viewpoint - The report from Guohai Securities indicates that Wens Foodstuff Group's net profit attributable to shareholders for the first three quarters of 2025 reached 5.256 billion yuan, a year-on-year decrease of 17.98%, with the net profit for the third quarter alone being 1.781 billion yuan, down 64.94% year-on-year [1] Financial Performance - The company's main business operations remain stable, but performance is affected by fluctuations in agricultural product prices [1] - By the end of the third quarter, the company's debt ratio decreased to 49.41%, indicating improved financial stability and risk resistance capabilities [1] Operational Efficiency - The company has been continuously enhancing its basic production management, leading to ongoing improvements in production performance and a reduction in breeding costs [1] - In August, the production cost of piglets dropped to approximately 260 yuan per head, with a market pig listing rate of around 93% and a feed-to-meat ratio of 2.51 [1] - Despite increases in piglet and feed costs during August, the comprehensive cost of raising market pigs remained stable at 6.1-6.2 yuan per jin [1] Poultry Business - In the chicken farming segment, the market chicken listing rate in August was 95%, with a feed-to-meat ratio of 2.86 and a total cost of 5.8 yuan per jin for broiler chickens [1] - The company has a significant scale in both pig and chicken production, which supports a positive outlook for its long-term development, maintaining a "buy" rating [1]