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新华视点丨8部门“攥指成拳”强监管 合力遏制虚拟货币等风险
Xin Hua Wang· 2026-02-06 14:17
新华社北京2月6日电 题:8部门"攥指成拳"强监管 合力遏制虚拟货币等风险 新华社"新华视点"记者吴雨、刘慧 刷短视频弹出"投资稳定币保本保息"的诱人广告,亲友群里转发"海外理财捷径",朋友圈看到"资 产代币化能躺着赚钱"……近年来,虚拟货币等炒作交易活动变换马甲、更新套路,不断将黑手伸向百 姓"钱袋子"。 2月6日,中国人民银行等8部门联合发文,明确在境内虚拟货币相关业务活动属于非法金融活动, 禁止境内开展现实世界资产(RWA)代币化活动,进一步防范和处置虚拟货币等相关风险,合力保障 人民群众财产安全。 明确风险属性 监管力度只紧不松 如今,虚拟货币市场"过山车"行情已呈常态:2025年10月创出每枚超12万美元价格高点的比特币, 2026年2月已跌破每枚7万美元,部分"空气币"更是单日波动幅度超20%。这期间引发多次大规模杠杆交 易爆仓,数百亿美元在一夜间"灰飞烟灭"。 此次8部门联合发布的《关于进一步防范和处置虚拟货币等相关风险的通知》强调:虚拟货币不具 有法偿性,不应且不能作为货币在市场上流通使用。虚拟货币相关业务活动属于非法金融活动。在此 前,中国互联网金融协会等7家协会发布风险提示称,有关机构不得 ...
新华视点|8部门“攥指成拳”强监管 合力遏制虚拟货币等风险
Xin Hua She· 2026-02-06 14:13
新华社北京2月6日电 题:8部门"攥指成拳"强监管 合力遏制虚拟货币等风险 新华社"新华视点"记者吴雨、刘慧 此次通知对稳定币作出了清晰判断:挂钩法定货币的稳定币在流通使用中变相履行了法定货币的部分功 能。据此,通知明确提出,未经相关部门依法依规同意,境内外任何单位和个人不得在境外发行挂钩人 民币的稳定币。 当前,国际金融组织和中央银行等金融管理部门对稳定币的发展普遍持审慎态度。 中国人民银行行长潘功胜此前表示,稳定币整体还处在发展早期,现阶段无法有效满足客户身份识别、 反洗钱等方面的基本要求,放大了全球金融监管漏洞,如洗钱、违规跨境转移资金、恐怖融资等。下一 步,中国人民银行将会同执法部门继续打击境内虚拟货币的经营和炒作,维护经济金融秩序,同时密切 跟踪、动态评估境外稳定币的发展。 刷短视频弹出"投资稳定币保本保息"的诱人广告,亲友群里转发"海外理财捷径",朋友圈看到"资产代 币化能躺着赚钱"……近年来,虚拟货币等炒作交易活动变换马甲、更新套路,不断将黑手伸向百姓"钱 袋子"。 2月6日,中国人民银行等8部门联合发文,明确在境内虚拟货币相关业务活动属于非法金融活动,禁止 境内开展现实世界资产(RWA)代币化 ...
融资规模已超3100亿元 券商开年密集发债“补血”
Cai Jing Wang· 2026-02-06 12:30
Core Viewpoint - The A-share market is experiencing a strong demand for financing from securities firms, leading to a significant increase in bond issuance, with a total approval amount exceeding 3,400 billion yuan for 2026 [5][10]. Group 1: Bond Issuance Trends - As of February 4, 2026, 12 securities firms have received approval for bond issuance, with a total amount reaching 3,400 billion yuan [5]. - In 2026, 46 securities firms have issued 120 domestic bonds, totaling over 3,168 billion yuan, with a net financing amount of 2,227.17 billion yuan [6][10]. - The bond issuance volume in 2026 has increased by over three times compared to the same period last year, driven by a low base from 2025 [6]. Group 2: Major Issuers - Leading securities firms such as Huatai Securities and Guotai Junan Securities have issued 350 billion yuan and 340 billion yuan in bonds, respectively, making them the largest issuers in 2026 [7]. - Other significant issuers include CITIC Securities, China Merchants Securities, and China Galaxy Securities, each exceeding 200 billion yuan in bond issuance [7][8]. Group 3: Purpose of Fundraising - The primary purpose of the bond issuance is to ensure liquidity and support business development, with many firms indicating that funds will be used for debt repayment and to supplement working capital [11][12]. - Specific allocations for capital-consuming businesses have been noted, with firms like Guotai Junan and CITIC Securities committing to limit the use of raised funds for such purposes to no more than 10% [13]. Group 4: H-share Financing - In addition to domestic bond issuance, major securities firms are also engaging in H-share refinancing, with Guangfa Securities planning to raise over 6 billion HKD through a combination of new H-share placements and convertible bonds [15]. - Huatai Securities announced a zero-coupon convertible bond issuance of 10 billion HKD, aimed at supporting overseas business development and enhancing operational capital [18].
瑞鹄模具接待3家机构调研,包括睿远基金、国泰海通证券、开源证券等
Jin Rong Jie· 2026-02-06 11:59
Group 1 - The core viewpoint of the news is that Ruihu Mould has disclosed its recent investor meeting, highlighting its ongoing projects and business performance in the automotive parts industry [1][2]. - Ruihu Mould's latest stock price is 34.77 yuan, with a total market capitalization of 7.278 billion yuan, and it ranks 10th in the automotive parts industry with a price-to-earnings ratio of 16.08 times, compared to the industry average of 56.51 times [1]. - The company detailed three fundraising projects aimed at enhancing its production capabilities, including the production of high-end passenger car moulds and smart manufacturing solutions [1]. Group 2 - In the smart robotics sector, Ruihu Mould's collaborative robots are primarily used in automotive manufacturing and general industrial applications, with plans to develop advanced mobile collaborative robots in partnership with Yaskawa Electric [2]. - The company maintains a high capacity utilization rate and has established stable relationships with core customers, with over 20% of its workforce dedicated to research and development [2]. - Ruihu Mould was founded on March 15, 2002, and as of January 30, 2026, it had 24,042 shareholders, with an average holding value of 302,700 yuan and an average shareholding of 8,700 shares [2].
【图解】动图解读!新鲜出炉的《2026年上海政府工作报告》亮点逐个数
Xin Lang Cai Jing· 2026-02-06 11:27
Economic Development Overview - Shanghai's GDP reached 5.67 trillion yuan, growing by 5.4%, exceeding expectations [5][29] - The city's general public budget revenue was 850 billion yuan, an increase of 1.5% [5][29] - The average urban unemployment rate was 4.2% [5][29] - Total R&D expenditure accounted for approximately 4.5% of GDP, with key industries like integrated circuits, biomedicine, and artificial intelligence exceeding 2 trillion yuan [5][29] Trade and Investment - Total foreign trade reached 4.51 trillion yuan, growing by 5.6%, with exports increasing by 10.8% [5][30] - The number of regional headquarters of multinational companies and foreign R&D centers accelerated, indicating a positive trend in foreign investment [5][30] Consumer and Retail Growth - Social retail sales increased by 4.6%, supported by various consumption-boosting initiatives [6][31] - The number of duty-free shops for outbound tax refunds grew by 136%, reaching 1,837 [6][31] Infrastructure and Urban Development - Fixed asset investment grew by 4.6%, with major project investments totaling 251 billion yuan, marking a 5.3% increase [6][31] - Significant infrastructure projects included the construction of 47 major industrial projects and the expansion of metro lines [6][31] Five Centers Development - The construction of a modern industrial system is underway, focusing on high-end medical devices, smart terminals, and commercial aerospace [7][32] - The financial sector saw the establishment of new investment funds and an increase in licensed financial institutions to 1,813 [7][32] - The Shanghai port maintained its position as the world's largest container port, with a throughput of 55.06 million TEUs [7][32] Technological Innovation - The city is promoting high-quality construction of national laboratories and has established new verification platforms and incubators [8][33] - The total value of technology contracts reached 649.68 billion yuan, growing by 24.9% [8][33] Regional Integration and Collaboration - The Yangtze River Delta integration is advancing, with the establishment of a manufacturing alliance and the implementation of 12 key cooperation projects [9][35] - The city is enhancing its role as a hub for international trade and innovation, with new policies supporting cross-border trade and investment [9][35] Social Welfare and Employment - The city added 64,100 new jobs, with a focus on employment support policies [11][37] - New community services and facilities were established, including 3,852 new elderly care beds and 336 community service stations [11][37] Environmental and Urban Management - The city is enhancing its ecological footprint with new green spaces and waste management facilities [10][36] - Urban renewal projects are accelerating, with significant improvements in community living conditions and infrastructure [10][36]
潍柴动力:电力能源板块促企业增长,预测全年营业收入2458.14~2583.50亿元
Xin Lang Cai Jing· 2026-02-06 11:20
1. 潍柴动力全年业绩预期怎么样? 截至2026年02月06日,根据朝阳永续季度业绩前瞻数据: | | | | 大 预测营业收入 | 同比 | 预测净利润 | 同比 | 预测扣非净利润 | 同比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 卖方预测区间 | | | 2458.14~2583.50 | | 139.42~152.57 | | - | - | | 平均数 | | -- | 2523.83 | - | 143.35 | | - | - | | 中位数 | | -- | 2522.38 | -- | 141.36 | -- | -- | -- | | 财通证券 | | 2026-02-05 | 2499.60 | -- | 142.55 | -- | -- | -- | | 国泰海通 | | 2026-02-05 | 2583.50 | -- | 152.57 | -- | -- | -- | | 高盛集团(GoldmanSachs) | | 2026-02-03 | 2536.99 | - | 148.08 | - | -- ...
背靠农行陷发展困局 农银汇理基金业绩规模双承压
Zhong Guo Neng Yuan Wang· 2026-02-06 11:14
Core Viewpoint - Agricultural Bank of China-backed fund management company, Agricultural Bank of China Huiri Fund, has faced significant challenges over the past year, including poor product performance, ineffective fund managers, and a continuous decline in management scale, leading to a net profit drop from 648 million yuan to 248 million yuan, a decrease of 61.7% [1] Performance Decline - The company's performance has been particularly poor in equity products, with a three-year absolute return rate of -32.43%, placing it in the bottom 10% of the industry [2] - Key equity products have suffered losses significantly greater than their peers, with some struggling near the liquidation threshold [2] Fund Performance Data - Agricultural Bank of China Huiri Quality Agriculture Fund has consistently underperformed since its inception, with A-class shares showing a net value of only 0.8485 yuan as of January 23, 2026, and a cumulative loss of 23.21% since inception [3] - The fund's annualized return over the past three years is -15.66%, significantly lagging behind the benchmark and the CSI Agricultural Index [3] Fund Size Reduction - The fund's management scale has drastically decreased from an initial 2.7 billion yuan to 320 million yuan, a reduction of over 88% [4] - The fund's actual holdings have deviated significantly from its agricultural theme, with 73.66% of its holdings in manufacturing sectors [4] Liquidation Risk - The fund has faced liquidation risks since its inception, with multiple announcements regarding potential liquidation due to low net asset values [5] - The company has modified its liquidation terms to make it more difficult to liquidate the fund, but subsequent shareholder meetings have failed due to lack of participation [8] Management Turmoil - The fund has experienced significant turnover in its management team, with previous star fund manager Zhao Yi leaving and subsequent managers failing to deliver positive returns [9] - Current managers have also struggled, with one manager's funds showing a maximum drawdown exceeding 40% [9] Industry Position - The company's management scale has decreased by nearly 13% from its peak, with its industry ranking dropping to 38th [15] - The company has faced increasing challenges in raising new funds, with many new products failing to meet their fundraising targets [16]
国泰海通证券:首次覆盖精锋医疗-B给予“增持”评级 目标价79.57港元
Zhi Tong Cai Jing· 2026-02-06 08:35
成熟商业化团队及分销网络构建,海外订单爆发式增长 精锋医疗于2017年5月在深圳创立,是中国自主研发手术机器人领域的深耕者,为中国首家、全球第二 家同时取得多孔腔镜手术机器人、单孔腔镜手术机器人及自然腔道手术机器人注册审批的公司,已构建 多孔+单孔+远程系统的"三合一"外科手术解决方案。公司全球首创的单多孔手术机器人超级系统 MSP2000已于2025年10月获得CE证,为全球手术机器人的技术演进与临床应用提供创新范本。 24年国内厂商销量第一,持续落地中国顶级医院圈层 自精锋多孔腔镜手术机器人于2022年12月商业化以来,于2024年在中国售出了20台精锋多孔腔镜手术机 器人,在国内手术机器人制造商中排名第一,临床应用范围已覆盖全国30个省份,超过220家医院,包 括国内顶尖三甲医院乃至多个省份的县域基层医院,实现了"省-市-县"三级医院网络的全覆盖。伴随国 内销量大幅增长以及海外的商业化,公司总收入由2023年的0.48亿元增加至2024年的1.6亿元,并由 2024H1的0.30亿元增加至2025H1的1.49亿元。 国泰海通证券发布研报称,首次覆盖精锋医疗-B(02675)给予评级为"增持"。预测公司 ...
国泰海通证券:首次覆盖精锋医疗-B(02675)给予“增持”评级 目标价79.57港元
智通财经网· 2026-02-06 08:33
自精锋多孔腔镜手术机器人于2022年12月商业化以来,于2024年在中国售出了20台精锋多孔腔镜手术机 器人,在国内手术机器人制造商中排名第一,临床应用范围已覆盖全国30个省份,超过220家医院,包 括国内顶尖三甲医院乃至多个省份的县域基层医院,实现了"省-市-县"三级医院网络的全覆盖。伴随国 内销量大幅增长以及海外的商业化,公司总收入由2023年的0.48亿元增加至2024年的1.6亿元,并由 2024H1的0.30亿元增加至2025H1的1.49亿元。 智通财经APP获悉,国泰海通证券发布研报称,首次覆盖精锋医疗-B(02675)给予评级为"增持"。预测公 司2025-2027年的收入分别为4.32、8.11、12.36亿元,参考可比公司,考虑公司产品布局领先,海外进 展迅速,给予公司2026年35XPS,对应目标价73.20元/79.57港元(汇率为1港元=0.92人民币)。 国泰海通证券主要观点如下: 国产手术机器人引领者,持续革新推动技术进步 精锋医疗于2017年5月在深圳创立,是中国自主研发手术机器人领域的深耕者,为中国首家、全球第二 家同时取得多孔腔镜手术机器人、单孔腔镜手术机器人及自然腔道手术 ...
富特科技不超5.28亿定增获深交所通过 国泰海通建功
Zhong Guo Jing Ji Wang· 2026-02-06 06:57
1月7日,富特科技披露《2025年度向特定对象发行A股股票募集说明书(修订稿)》。本次向特定对象发 行A股股票募集资金总额不超过52,822.22万元,扣除发行费用后拟用于新能源汽车核心零部件智能化生 产制造项目(三期)、新能源汽车车载电源生产项目第二基地购置项目、新一代车载电源产品研发项目、 补充流动资金。 | 序号 | 项目名称 | 投资总额 | 募集资金拟投入金额 | | --- | --- | --- | --- | | | 杜此還沒有些核心不部件智能化生活 制造项目(三期) | 23.424.79 | 23,424.79 | | | 一带回居在井默申露中出印度提瑞 基地购置项目 | 15,960.26 | 15,500.00 | | | 新一代车载电源产品研发项目 | 3.642.43 | 3.642.43 | | 1 | 补充流动资金 | 10.255.00 | 10,255.00 | | | 合计 | 53,282.47 | 52.822.22 | 本次向特定对象发行的股票为境内上市人民币普通股(A股),每股面值为人民币1.00元。 本次发行采取向特定对象发行股票的方式,公司将在通过深交所审核并 ...