证券日报网讯 2月3日，中国交建在互动平台回答投资者提问时表示，公司持有金融资产核心为招商银 行、招商证券等，是深度参与国企改革的重要举措，也是基于战略布局的资产配置安排。公司将始终聚 焦主责主业、深化转型升级，致力于以稳健经营和良好业绩回馈投资者。 （编辑 任世碧） ...

瑞财经发现，徐明杰与招商银行行长王良一样，都曾担任该行北京分行行长。 来源：银瑞社 招商银行新一任首席风险官，正式到任了。 2月2日，招商银行公告宣布，徐明杰招商银行首席风险官的任职资格已获得核准。 自从2025年10月，钟德胜因工作原因辞去首席风险官职务之后，市场一直在猜测，谁会接任这一职位。 没想到，会是刚进入核心管理层的徐明杰。 履历显示，徐明杰出生于1968年，现年58岁，于1995年9月加入招商银行，历任总行公司金融产品部总 经理助理、总行投资银行部总经理助理、总行投资银行部副总经理、总行授信执行部总经理、总行风险 管理部总经理、公司行长助理。 2024年1月-2025年9月，徐明杰兼任招商银行北京分行行长，2025年6月，开始担任招商银行副行长，至 今不过半年多时间。 2024年，徐明杰从该行获得的税前报酬总额201.71万元。 现年60岁的王良，正是从招商银行北京分行的基层员工打拼出来的高管。他自1995年6月加入招商银行 北京分行，自2001年10月起历任北京分行行长助理、副行长、行长，2012年6月任招商银行总行行长助 理兼任北京分行行长，并于2022年担任招商银行行长。 要知道，招商银行北 ...

流动性方面，截止2月3日，港股通红利ETF广发（520900）近20个交易日累计成交金额15.30亿元，日 均成交金额7651.89万元；今年以来，22个交易日，累计成交金额16.58亿元，日均成交金额7537.85万 元。 港股通红利ETF广发（520900）现任基金经理为霍华明、吕鑫。霍华明自2024年6月26日管理（或拟管 理）该基金，任职期内收益12.39%；吕鑫自2025年4月30日管理（或拟管理）该基金，任职期内收益 26.44%。 最新定期报告显示，港股通红利ETF广发（520900）重仓股包括中国海洋石油、中国神华、中国石油股 份、中国移动、中国石油化工股份、中远海控、中国电信、中国联通、中国铁塔、招商银行，持仓占比 如下。 来源：新浪基金∞工作室 2月3日，广发中证国新港股通央企红利ETF（520900）收盘涨1.34%，成交额8806.33万元。 港股通红利ETF广发（520900）成立于2024年6月26日，基金全称为广发中证国新港股通央企红利交易 型开放式指数证券投资基金，基金简称为广发中证国新港股通央企红利ETF。该基金管理费率每年 0.50%，托管费率每年0.10%。港股通红利ET ...

Core Viewpoint - Baiyunshan, a listed pharmaceutical company in A-shares, has announced the establishment of the Guangzhou Guangyao Guangkai Venture Capital Fund, which has completed its business registration and obtained a business license in January 2026, with a total initial capital contribution of 120 million yuan [1][3]. Group 1: Fund Establishment and Contributions - The Guangzhou Guangyao Guangkai Venture Capital Fund has a registered capital of 200 million yuan, with the initial capital contribution of 120 million yuan completed by the partners [3][5]. - The fund's contributors include Guangkai Fund (50%), Guangyao Phase II Fund (48.75%), and Guangyao Capital (1.25%) [5]. - Baiyunshan's investment in the Guangyao Guangkai Fund aligns with its strategy to expand investment scale and diversify risks in the biopharmaceutical sector [5]. Group 2: Investment Progress and Strategy - Baiyunshan has invested a total of 587 million yuan across three private equity funds, with the largest investment being 390 million yuan in the Guangzhou Guangyao Chuantou Venture Capital Fund [6]. - The company aims to strengthen its position in innovative drugs, modern traditional Chinese medicine, and high-end medical devices through early and small investments in promising enterprises [5][6]. - The establishment of the Guangyao Guangkai Fund is expected to accelerate Baiyunshan's transition from traditional business models to technology-driven development, laying a solid foundation for high-quality growth [5].

Core Viewpoint - The company Baiyunshan has established a new venture capital fund, Guangzhou Guangyao Guangkai Venture Capital Fund, with a total initial capital contribution of 120 million yuan, aimed at enhancing its investment in innovative pharmaceuticals and medical devices [2][5]. Group 1: Fund Establishment and Registration - Baiyunshan announced the completion of the business registration and acquisition of a business license for the Guangzhou Guangyao Guangkai Venture Capital Fund in January 2026 [2][5]. - The fund has been registered with the Asset Management Association of China and has obtained the Private Investment Fund Registration Certificate [5]. Group 2: Investment Details - The total initial capital contribution for the fund is 120 million yuan, with Baiyunshan's subsidiary contributing 9.75 million yuan [3][6]. - The fund's capital structure includes 50% from Guangkai Fund, 48.75% from Guangyao Phase II Fund, and 1.25% from Guangyao Capital [5]. Group 3: Strategic Implications - The investment aligns with the strategic direction of Guangyao Phase II Fund, aiming to expand investment scale, diversify risks, and accelerate investment pace [5]. - Baiyunshan intends to strengthen its position in cutting-edge biomedicine fields through early-stage investments in promising companies, facilitating technological upgrades and extending its value chain [5]. Group 4: Overall Investment Situation - Baiyunshan's total investment in various private equity funds has reached 587 million yuan, with the largest investment being 390 million yuan in the Guangzhou Guangyao Chuantou Venture Capital Fund [6].

2月2日，招商银行发布公告称，该行收到《国家金融监督管理总局关于徐明杰招商银行首席风险官任职资格的批复》 （金复〔2026〕60号）。根据上述批复，徐明杰招商银行首席风险官的任职资格已获得核准。 （招商银行） ...

Group 1 - The banking sector experienced a decline of 0.53% on February 3, with CITIC Bank leading the drop [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] - Individual stock performance in the banking sector showed mixed results, with Industrial Bank slightly up by 0.11% and CITIC Bank down by 2.03% [1] Group 2 - The banking sector saw a net outflow of 288 million yuan from institutional investors, while retail investors contributed a net inflow of 353 million yuan [2] - Specific stock flows indicated that Industrial Bank had a net inflow of 20.39 million yuan from institutional investors, while CITIC Bank had a net outflow of 29.66 million yuan [2] - Retail investors showed significant interest in several banks, with Minsheng Bank receiving a net inflow of 51.32 million yuan [2]

Core Viewpoint - The recent sharp decline in gold prices, despite a generally optimistic long-term outlook, has sparked discussions about whether the gold bull market has ended. This decline is attributed to macroeconomic factors and market dynamics rather than a fundamental shift in gold's value proposition [3][5]. Group 1: Market Dynamics - Gold prices experienced a significant drop, with COMEX gold futures falling 8.88% on January 30 and 0.90% on February 2, bringing the price to $4702.60 per ounce. The spot gold price also saw a decline of 9.25%, marking the largest single-day drop since April 1, 1980 [1][3]. - The market's reaction is largely influenced by the nomination of Kevin Warsh as the next Federal Reserve Chair, who is perceived as hawkish, raising concerns about potential tightening of monetary policy and its impact on gold and other non-yielding assets [3][4]. - Increased margin requirements for gold and silver futures by the Chicago Mercantile Exchange (CME) have raised trading costs, prompting some investors to exit the market. The accumulation of profit-taking pressure from previous price increases has also contributed to the volatility [3][4]. Group 2: Long-term Outlook - Despite the short-term volatility, major institutions maintain a positive long-term outlook for gold. Deutsche Bank predicts that gold prices could rise to $6000 per ounce, while the China branch of the World Gold Council suggests that gold may challenge $6500 per ounce in the coming year [4][5]. - Goldman Sachs has raised its 2026 gold price target to $5400 per ounce, citing ongoing central bank purchases, potential interest rate cuts, and rising macroeconomic uncertainties as key factors supporting gold prices [4][5]. - The core narrative supporting gold remains intact, driven by the restructuring of dollar credit, global order changes, and persistent macroeconomic uncertainties. The current price adjustment is viewed as a necessary cooling period rather than a negation of the long-term bullish trend [5].

Market Overview - Technology stocks experienced a significant decline in early trading, leading to a drop in the three major indices, but rebounded near midday and maintained a volatile trend in the afternoon [1] - The Hang Seng Index ultimately rose by 0.22%, after dipping as much as 1.3% during the session [1] - The Hang Seng Tech Index fell by 1.07%, having previously dropped by 3.4% [1] Company Performance - Major technology stocks mostly turned negative, with Baidu down by 3.6%, Tencent nearly 3%, and Xiaomi, JD.com, and Alibaba also experiencing declines [1] - Gold prices surged in the afternoon, surpassing $4,900, leading to a rebound in gold stocks, with Zijin Mining International rising nearly 8% [1] - Heavy machinery stocks continued to rise, with Zoomlion increasing by 9.68%, and China National Heavy Duty Truck achieving a historical high during the session [1] - Domestic airline ticket bookings for the Spring Festival increased by approximately 8% year-on-year, boosting airline stocks, with China Eastern Airlines rising over 7% [1] Sector Performance - The mobile gaming sector faced significant declines, while AI application concept stocks, lithium battery stocks, domestic bank stocks, Chinese brokerage stocks, and automotive stocks showed some weakness, with China Merchants Bank and China Merchants Securities both dropping over 1% [1]

Group 1 - The core announcement is about the establishment of the Bosera Yingtai Zhenxuan 6-Month Holding Period Mixed Fund of Funds (FOF), which has a total net subscription amount of 5,843,826,666.55 yuan during the fundraising period [1][2][3] - The fund manager, Zhang Dingxuan, has been with Bosera Fund Management since 2021 and has previously worked at Ping An Dao Yuan and Ping An Fund. He currently manages five funds, with three showing positive returns but below the average level of their peers [1][4] - The fund's contract became effective on February 2, 2026, and it operates as a contractual open-end fund [2][3] Group 2 - The total number of valid subscription accounts during the fundraising period was 20,671 [3] - The net subscription amount for the two sub-funds was 3,694,920,889.30 yuan for the A share and 2,148,905,777.25 yuan for the C share, with no interest accrued during the fundraising period [3][5] - The fund is categorized as a balanced type FOF, with the main code being 026682 for the A share and 026683 for the C share [2][5]