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李大霄:中国股市或迎长期活水
Xin Lang Zheng Quan· 2025-08-08 10:34
MACD金叉信号形成,这些股涨势不错! 责任编辑:石秀珍 SF183 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! ...
农林牧渔行业上市公司财务总监观察:金龙鱼财务总监陆玟妤年薪高达400万元 排第三
Xin Lang Zheng Quan· 2025-08-08 07:09
Summary of Key Points Core Viewpoint - The report highlights the salary trends and demographics of CFOs in A-share listed companies for 2024, indicating a total salary scale of 4.27 billion yuan and an average annual salary of 814,800 yuan for CFOs in the A-share market. Group 1: Salary Overview - The total salary for CFOs in A-share listed companies reached 4.27 billion yuan, with an average annual salary of 814,800 yuan [1] - The highest salary recorded was 4.26 million yuan for Yang Shaolin, CFO of Haida Group, with a significant increase of 2.27 million yuan from the previous year [6] - 67% of CFOs experienced salary increases last year, while 28% saw declines [8] Group 2: Industry Breakdown - In the agriculture, forestry, animal husbandry, and fishery sector, the average salary for CFOs was 787,100 yuan, which is below the market average [1] - Among 22 CFOs in the agriculture, forestry, animal husbandry, and fishery sector, 5 had salaries exceeding 1 million yuan, with some companies generating over 100 billion yuan in revenue [6] Group 3: Demographics - The majority of CFOs are aged between 40 and 50 years, accounting for 43% of the total, while those aged 50 and above make up 42% [1] - The educational background shows that 48% of CFOs hold a bachelor's degree, 37% have a master's degree, and 16% have an associate degree [3] Group 4: Salary Distribution - The most common salary range for CFOs is between 500,000 and 1 million yuan, comprising 31% of the total [5] - There are 4 CFOs with salaries exceeding 2 million yuan, representing 5% of the total [5] - The lowest salary recorded was 150,000 yuan for Deng Li, CFO of Denghai Seeds [6] Group 5: Performance and Salary Changes - Companies like Tianbang Food and Yong'an Forestry saw revenue and net profit declines, yet their CFOs received salary increases [8] - In the planting industry, CFOs generally received lower salaries, with Zhang Xingtai from Xin Sai Co. earning only 280,000 yuan [8]
A股年内定增募资总额同比大增668.74%,保险证券ETF(515630)连续8天获资金净流入
Xin Lang Cai Jing· 2025-08-07 06:23
Core Viewpoint - The insurance and securities sectors are experiencing mixed performance, with significant capital inflows into the insurance securities ETF, indicating investor interest and potential growth opportunities in the market [1][2]. Group 1: Market Performance - As of August 7, 2025, the CSI 800 Securities and Insurance Index shows mixed performance among its constituent stocks, with Caida Securities leading with a 9.23% increase [1]. - The insurance securities ETF has seen continuous net inflows over the past eight days, with a peak single-day inflow of 25.05 million yuan, totaling 76.79 million yuan [1]. Group 2: Fundraising Activities - By August 1, 2025, 78 listed companies in A-shares have completed private placements, raising a total of 66.43 billion yuan, a year-on-year increase of 668.74% [1]. - Four banks, including China Bank, Postal Savings Bank, Transportation Bank, and Construction Bank, each raised over 100 billion yuan through private placements to supplement liquidity [1]. Group 3: Brokerage Opportunities - Brokerages are positioned to benefit from the expanding underwriting scale in the private placement market, which is expected to significantly enhance their related revenues [2]. - Strong capitalized brokerages can strategically allocate their own funds or asset management products to participate in high-quality targets during periods of low market valuations, potentially yielding excess investment returns [2]. - Active participation in private placements by brokerages not only creates value for themselves but also effectively supports the real economy and promotes healthy capital market development [2]. Group 4: Index Composition - As of July 31, 2025, the top ten weighted stocks in the CSI 800 Securities and Insurance Index account for 63.18% of the index, including major players like Ping An Insurance and CITIC Securities [3].
李大霄:中国股市或步入国际牛
Xin Lang Zheng Quan· 2025-08-06 11:34
MACD金叉信号形成,这些股涨势不错! 责任编辑:石秀珍 SF183 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! ...
博时市场点评8月6日:两市继续上涨,成交再度放量
Xin Lang Ji Jin· 2025-08-06 09:18
国务院办公厅印发《关于逐步推行免费学前教育的意见》明确,从2025年秋季学期起,免除公办幼儿园 学前一年在园儿童保育教育费,不含伙食费、住宿费、杂费等。同时,民办幼儿园也可享受与公办幼儿 园"同等"减免水平,高出免除水平的部分可继续向在园儿童家庭收取。 简评:逐步推行免费学前教育是涉及千家万户、事关长远发展的重要惠民举措。与近期落地的育儿补贴 类似,政策再聚焦免费学前教育,将有助于降低育儿成本,进而更好激发消费潜力、提升市场活力。往 后看,更多育儿利好配套政策有望出台,如进一步完善教育、医疗、住房、就业等配套服务等。 央行等七部门联合印发金融支持新型工业化指导意见,坚持分类施策、有扶有控,推动产业加快迈向中 高端,防止"内卷式"竞争。《意见》明确,到2027年建成适配制造业高端化、智能化、绿色化发展的成 熟金融体系,推动贷款、债券、股权等工具联动发力。 简评:工业是立国之本,是经济社会高质量发展的基石。《意见》对于金融支持新型工业化提出了总体 要求,通过对照新型工业化重点任务,构建全覆盖、差异化、专业性金融服务体系,形成了金融支持新 型工业化的清晰路径,进而增强金融支持新型工业化的强度、精度、效度。 【博时市 ...
【南篱/指南】08.06黄金能出五阳吗?
Sou Hu Cai Jing· 2025-08-06 02:49
Group 1 - The article discusses the recent performance of gold, which has broken a previous pattern and shows bullish signals with a target range of 3420-40 [3] - Oil prices are under pressure, with a focus on the previous low levels and potential for a rebound if certain technical indicators align [4] - The US dollar is experiencing a narrowing trading range between 99.5 and 98.3, indicating a period of consolidation [5] Group 2 - The domestic gold target of 782 has been reached, with further attention on the breakout potential towards 790 [6] - Important economic events are scheduled, including Eurozone retail sales and US EIA crude oil inventory data, which may impact market movements [7]
部分理财产品因债市调整现净值回撤 业内人士建议,理财公司可通过久期、杠杆策略增厚收益
Zheng Quan Ri Bao· 2025-08-05 23:47
本报记者 杨 洁 近期,受经济复苏预期转暖、股市成交活跃等因素的影响,债市出现震荡。 在光大证券分析师王一峰看来,7月下旬股票、商品市场波动对流动性与债券市场产生了较大影响,叠 加月末信贷投放冲量、政府债供给加码、机构跨月备款需求提升等扰动因素,资金面明显收紧,市场呈 现较为明显的"股债跷跷板"效应。 在债券市场出现较为明显的调整时,部分银行理财产品净值也出现不同程度的回撤。那么,投资者该如 何应对? 部分理财产品因债市调整现净值回撤 业内人士建议,理财公司可通过久期、杠杆策略增厚收益 "债券的票息特性决定了债市是天然的多头市场。"前述银行理财子公司人士表示,从长期表现来看,我 国债券市场总体呈现"牛长熊短"的格局,在过去的多轮调整中,债券市场均能快速完成修复。理财是与 时间为友的过程,长期持有可以减少非理性决策的成本,并享受债市修复后的收益机会。 站在当前时点,银行理财子公司该如何调整理财产品资产端配置策略? 农银理财方面表示,面对本轮债市调整,将通过调降产品久期和杠杆、增加同业存单等流动性仓位配置 等防守策略进行积极应对。下一步,将在保持产品流动性的基础上,规避投资波动较大的券种,控制净 值回撤,并积极关 ...
白色家电业CFO群体观察:最年轻CFO雪祺电气徐园生41岁 硕士学历平均薪酬比本科高超50%
Xin Lang Zheng Quan· 2025-08-05 07:00
Core Insights - The report highlights the significant role of CFOs in listed companies, with the total salary for A-share CFOs reaching 4.27 billion yuan in 2024, averaging 814,800 yuan per year [1][7]. Salary Overview - The average salary for CFOs in the white goods sector is 2.74 million yuan in 2024, reflecting a year-on-year increase of 9.7%, with a median salary of 2.02 million yuan, up 18.86% [7]. - 71.43% of CFOs in the white goods sector earn over 1 million yuan, with the highest salary being 9.46 million yuan for Midea Group's CFO, Zhong Zheng, which is three times that of the second-highest earner, Gree Electric's CFO, Liao Jianxiong [8][9]. Demographics - The average age of CFOs in the white goods sector is 49 years, with 42.9% aged between 40-50 and 57.1% over 50 [1]. - Male CFOs make up 71.4% of the group, while female CFOs account for 28.6% [1]. Tenure and Education - CFO tenure is evenly distributed, with 28.6% having over 10 years, 28.6% between 5-10 years, and 14.3% between 3-5 years [3]. - Approximately 57.1% of CFOs hold a bachelor's degree, while 42.9% have a master's degree [5]. Salary Disparities - Female CFOs, despite being only 28.6% of the group, have an average salary of 5.41 million yuan, significantly higher than the 1.67 million yuan average for male CFOs, largely due to Zhong Zheng's high salary [7]. - Among the CFOs with master's degrees, the average salary is 4.54 million yuan, which is 50.3% higher than the 1.39 million yuan average for those with bachelor's degrees [7].
财经夜行线0804丨美联储理事辞职、劳工统计局局长被解雇 美国经济人事“地震”影响几何?
Di Yi Cai Jing· 2025-08-05 01:39
A股市场方面,今天三大指数全线低开高走,午后涨势进一步扩大。对于后市,申万宏源证券研究所资 深高级分析师王路表示,A股有望保持偏强整理格局,赚钱效应或持续回升。与此同时,央行将于近日 发布7月金融数据,机构认为,根据往年信贷投放节奏,季初月份银行信贷投放普遍偏弱,预计7月人民 币贷款新增约2000亿元,社会融资规模增量预计为1.7万亿元。全球市场方面,近日,美联储理事阿德 里安娜·库格勒 宣布将于8号辞职。同一天,因不满美国劳工部发布的最新就业数据,美国总统特朗 普"火速"宣布,他已下令解雇劳工部下属的劳工统计局局长埃丽卡·麦肯塔弗,并指控 她"出于政治目的 操纵就业数据"。《财经夜行线》邀请专家一同探讨美国经济治理体系人事"地震"将带来哪些影响。 MACD金叉信号形成,这些股涨势不错! ...
A股银行股强势,农业银行涨超2%再创历史新高
Ge Long Hui A P P· 2025-08-04 02:17
格隆汇8月4日|A股市场银行股走强,带动沪指由跌转升。其中,青岛银行涨超4%,浦发银行涨近 4%,沪农商行、兴业银行、重庆银行涨超2%。值得注意的是,农业银行一度涨超2%再创历史新高。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 002948 | 青岛银行 | 1 | 4.16 | 292亿 | 33.23 | | 600000 | 浦发银行 | 1 | 3.95 | 4065亿 | 34.47 | | 601825 | 沪农商行 | 1 | 2.43 | 896亿 | 11.24 | | 601166 | 兴业银行 | 1 | 2.31 | 4878亿 | 25.91 | | 601963 | 重庆银行 | 1 | 2.00 | 355亿 | 14.68 | | 600919 | 江苏银行 | - | 1.75 | 2136亿 | 24.50 | | 601288 | 农业银行 | 1 | 1.74 | 22539亿 | 26.02 | | 601398 | 工商银行 | 1 | 1.71 | 2 ...