Core Viewpoint - The performance of the CSI 300 ETF managed by CICC has shown a decline, with notable drops in several key holdings, indicating potential challenges in the current market environment [1] Group 1: ETF Performance - As of the midday close on December 16, the CSI 300 ETF (510320) fell by 1.23%, priced at 1.208 yuan, with a trading volume of 1.4457 million yuan [1] - The performance benchmark for the CSI 300 ETF is the return rate of the CSI 300 Index, with a return of 22.37% since its inception on April 16, 2025, and a recent one-month return of -1.56% [1] Group 2: Key Holdings Performance - Notable declines were observed in major holdings: CATL dropped by 1.87%, Kweichow Moutai decreased by 0.63%, Ping An fell by 0.52%, and China Merchants Bank declined by 0.17% [1] - Other significant drops included Zijin Mining at 3.66%, Xinyi Solar at 4.70%, and Zhongji Xuchuang at 3.83%, indicating a broader trend of underperformance among these stocks [1]

今年以来，随着A股交投持续活跃，龙虎榜成交额也显著放大。 东方财富Choice数据显示，截至12月15日，2025年以来龙虎榜成交总额已超6万亿元，相比2024年全年的3.60万亿元，增长超65%。 拉长时间看，2025年的龙虎榜成交额将毫无悬念地刷新历史新高，今年数据不仅超越了上一轮结构性牛市的2021年（3.67万亿元），也刷新了2015年全面牛市的历 史纪录（4.52万亿元）。 "拉萨天团"包揽前三，开源跃居第四 2025年龙虎榜百强营业部座次发生"大洗牌"。今年以来，A股成交持续活跃，龙虎榜的上榜次数和成交金额也在2024年较大抬升的基础上，继续大幅增长。 Choice数据显示，2025年1月1日至12月15日，剔除沪股通、深股通及机构席位后，排名前100的交易席位上榜次数达6.20万次，累计成交2.10万亿元，成交金额相比 2024年全年增长约48%。 前十名中，除前述东方财富证券、开源证券旗下营业部外，还有国泰海通总部、中信证券上海分公司、中金公司上海分公司、瑞银证券上海花园石桥路证券营业 部、高盛（中国）证券上海浦东新区世纪大道证券营业部。 龙虎榜实力大洗牌 从券商龙虎榜营业部综合实力来看，20 ...

本报记者 周尚伃 12月10日至11日，中央经济工作会议在北京举行，全面总结2025年经济工作，深刻分析当前经济形势，并部署2026年经济 工作。围绕会议核心精神与关键部署，《证券日报》记者采访了东方财富证券研究所所长孟杰。 孟杰进一步补充表示，从具体实施路径来看，本次会议新增"发挥存量政策和增量政策集成效应，加大逆周期和跨周期调 节力度"的提法，预示后续宏观政策将是存量政策与增量政策、逆周期与跨周期政策并重并行。同时，会议强调"健全预期管理 机制，提振社会信心"，体现出对信心和预期的重视。其中，财政政策提出"保持必要的财政赤字、债务总规模和支出总量"， 强调要"重视解决地方财政困难"，重点方向是"兜牢基层'三保'底线"；货币政策具体工具上包括"降准降息"总量性政策和"扩大 内需、科技创新、中小微企业等重点领域"的鼓励支持性政策。 培育长期动能 对于会议确定的2026年经济工作八项重点任务，孟杰认为，这一系列部署将系统性地培育长期动能。 在孟杰看来，会议在经济工作总体方向上强调"持续扩大内需、优化供给"，在重点工作部署方面首位强调"坚持内需主 导"，既有需求侧的收入提振、优化"两新"等，也有供给侧的"扩大优质 ...

Group 1 - The core point of the news is the change in leadership at Dongfang Caifu, with Zheng Likun stepping down as General Manager and Huang Jianhai, the former CFO and Secretary of the Board, taking over the role [1][2] - Huang Jianhai has a strong background, having previously worked at PwC, Merrill Lynch, Lehman Brothers, and other notable firms, and holds an MBA from Harvard Business School [3] - Zheng Likun will continue to serve as the Chairman of Dongfang Caifu Securities after stepping down as General Manager [2][3] Group 2 - Dongfang Caifu announced organizational restructuring, eliminating the supervisory board and compliance director positions, and integrating some functions into the audit committee [4] - The company aims to streamline its management structure to enhance agility and empower product and operation teams, aligning with user demand [5] - Dongfang Caifu has been evolving its product matrix over 20 years, including platforms like Dongfang Caifu Net, Stock Bar, and others, indicating a strategic shift towards an "AI + Finance" model [5] Group 3 - On December 15, Dongfang Caifu's stock price fell by 0.74%, closing at 22.85 yuan, with a total market value of 361.1 billion yuan [6]

Group 1 - The core point of the news is the management change at Dongfang Caifu, with Zheng Likun stepping down as General Manager and Huang Jianhai, the former CFO and Secretary of the Board, taking over the role [1][2] - Huang Jianhai has a strong background, including an MBA from Harvard Business School and experience at major firms such as PwC and Merrill Lynch [5] - The company has also made structural adjustments, eliminating the supervisory board and compliance director positions, and integrating compliance functions into the audit committee [6] Group 2 - Dongfang Caifu's organizational reform aims to create a flatter management structure, enhancing agility and allowing product and operational teams greater autonomy [6] - The company has a diverse product matrix developed over 20 years, including platforms like Dongfang Caifu Net and Choice Data [6] - Recent stock changes include significant share reductions by the actual controller's family, totaling over 90 billion yuan, attributed to investments in tech startups [7]

转自：智通财经 【东方财富：聘任黄建海为总经理】智通财经12月15日电，东方财富(300059.SZ)公告称，公司已完成 董事会换届选举。公司第七届董事会由6名董事组成，包括3名非独立董事、1名职工代表董事和2名独立 董事。其中，其实为董事长，黄建海为副董事长。此外，公司还聘任了黄建海为总经理，杨浩为董事会 秘书等高级管理人员。第七届董事会任期三年，董事长、副董事长任期至公司第七届董事会任期届满之 日止。 ...

12月15日晚，东方财富发布了完成换届选举暨聘任高管的公告，新一届高管名单正式出炉。 其实继续担任东方财富董事长，总经理一职由东方财富原财务总监、董秘黄建海接任。郑立坤卸任东方财富总 经理后，将继续担任子公司东方财富证券董事长。 黄建海任总经理 东方财富公告显示，经董事会选举，其实为董事长，黄建海为副董事长，任期为三年。 另外，经公司董事长提名，公司董事会聘任黄建海为公司总经理；聘任杨浩为公司董事会秘书。经公司总经理 提名，公司董事会聘任程磊、杨浩为公司副总经理；聘任程慧为公司财务总监；公司董事会聘任黄丽鸣担任公 司证券事务代表，协助董事会秘书工作。 从履历来看，黄建海是券业少有的女高管。她出生于1973年12月，本科毕业于上海交通大学，哈佛商学院工商 管理硕士学历（MBA），拥有中国注册会计师资格。黄建海曾任职于普华永道中天会计师事务所（特殊普通 合伙）、Merrill Lynch (Asia Pacific) Limited、Lehman Brothers Asia Limited、绿城资产管理集团有限公司、绿 城建筑科技集团有限公司等公司。在本次聘任之前，黄建海是东方财富的董事、副总经理、财务总监、董事 ...

Group 1 - The company, Dongfang Caifu (300059), announced the election of its chairman by the board of directors on the evening of December 15 [1]

Group 1 - Unicom Guowei has established a Central Research Institute focusing on the development of edge AI chips for applications in autonomous driving, embodied robots, and low-altitude flying vehicles [2] - The research will also include new types of storage devices based on two-dimensional materials and high-performance special sensor chips [2] - Aerospace Electronics plans to increase its investment in Aerospace Long March Rocket Technology Co., Ltd. by 728 million yuan, maintaining the existing shareholding structure [3] Group 2 - Aerospace Rainbow successfully completed the first flight test of its self-developed Rainbow-7 high-altitude, high-speed, long-endurance drone, achieving all preset parameters [4] - The project is still in the research and testing phase, with further rigorous testing and validation required before mass production [4] Group 3 - Changchun High-tech's subsidiary signed an exclusive licensing agreement for the GenSci098 injection project, potentially earning up to 1.365 billion USD in milestone payments [5] - The agreement includes an initial payment of 120 million USD and additional milestone payments related to development and commercialization [5] Group 4 - TCL Technology plans to acquire a 10.7656% stake in Shenzhen Huaxing Semiconductor for 6.045 billion yuan, increasing its ownership from 84.2105% to 94.9761% [26] - This acquisition aims to enhance TCL's competitiveness and profitability in the semiconductor display industry [26] Group 5 - Zhongmin Resources announced the successful ignition of its Tsumeb smelting plant's multi-metal comprehensive recycling project, with an annual processing capacity of 80,000 tons [11] - The project will produce various products, including germanium ingots and zinc ingots, with a design capacity of 33 tons/year for germanium [11] Group 6 - Xinhua Insurance reported a 16% year-on-year increase in original insurance premium income, totaling 188.85 billion yuan from January to November 2025 [43] - This growth reflects the company's strong performance in the insurance market [43]

业内人士分析，东方财富这次管理架构调整并非毫无征兆，或为匹配公司战略布局。近期，其实表 示："未来，东方财富将继续深化'AI+金融'战略布局，依托集团科技赋能，打造更具竞争力的综合服务 体系。"专业产品和技术人才从流程性、事务性工作中解放出来，专注"AI+金融"创新，释放专业价值。 东方财富这一管理架构调整旨在构建"稳健经营+创新突破"的双轮驱动格局，进一步推进公司高质量发 展。 本报讯 （记者周尚伃）12月15日晚间，东方财富（300059）发布了完成换届选举暨聘任高管的公告， 新一届高管名单正式出炉。其实继续担任东方财富董事长，总经理一职由东方财富原财务总监、董秘黄 建海接任。郑立坤卸任东方财富总经理后，将继续担任子公司东方财富证券董事长。 同时，记者从相关渠道获悉，东方财富对管理架构进行了改革，减少管理层级，推动组织更加扁平化； 总部主要负责战略规划、资源配置、合规风控，各产品及运营团队将获得更大授权，进而提升组织灵活 度、发掘更多优秀人才，构建以用户需求为导向的敏捷型组织。 ...