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通苏嘉甬铁路苏南特大桥、通泰扬特大桥有新进展
Xin Lang Cai Jing· 2025-12-19 12:12
(来源:上观新闻) 近日,通苏嘉甬铁路苏南特大桥跨中塘港连续梁顺利合龙,标志着该项目向着全线通车的目标又迈出了 坚实一步,为后续架桥机顺利通过奠定坚实基础。 苏南特大桥位于吴中区、吴江区境内,总长25公里,多次跨(穿)越既有公路、河流湖泊、居民区、工 业厂房区等建构筑物,技术要求高、施工难度大、安全风险高,是通苏嘉甬铁路控制性工程之一。 目前,苏南特大桥建设进展顺利。25公里桥梁工程中桩基完成6326根,累计完成设计量6498根的 97.35%;承台完成698座,累计完成设计量758座的92.08%;墩身完成685座,累计完成设计量753座的 90.97%;22座连续梁中已合龙15座,7座进行上部施工完成率97.62%。 12月19日,世界在建最长高铁桥梁通泰扬特大桥控制性工程跨京杭运河斜拉桥顺利合龙。 12月19日,南京大学召开科技创新与产业创新融合发展大会,官宣南大苏州校区全面启用。 大会现场,南大五个新工科学院正式揭牌,分别是南京大学国家卓越工程师学院、未来技术学院、机器 人与自动化学院、先进制造学院、生物医学工程学院。 南京大学苏州校区聚焦人工智能、新一代信息技术、新能源、先进制造、生命健康等领域"卡 ...
交银人寿获评保险稳健投资样本
Jin Rong Jie· 2025-12-19 03:14
持续提升长期投资、稳健投资、价值投资三大核心能力,全面完善全链条投资管理体系,这不仅是保险 业立足保障本源、坚守稳健经营的必然要求,更是保险机构扛起时代责任、做好金融"五篇大文章"、为 实体经济高质量发展注入强劲动能的重要支撑。 在此背景下,交银人寿凭借其卓越的穿越周期投资实力,获评每日财报、每财网颁发的"2025金柿奖·中 国保险稳健投资样本"奖项。这不仅是对其稳健投资业绩的认可,更是对其长期主义价值观和深度服务 实体经济能力的高度肯定。 坚守"绝对收益+长期稳定收益"理念,业绩穿越周期领跑同业 作为国内首家银行系寿险公司,交银人寿在投资端始终坚守"两大追求",即追求绝对收益而非相对收 益、追求长期稳定收益而非短期高收益。在复杂多变的市场环境中,公司凭借前瞻的战略定力和灵活的 策略执行,构建了稳健的投资底盘。 公开资料显示,2025年上半年,其旗下专业资管平台——交银保险资产管理有限公司综合收益率攀升至 6.5%,表现亮眼。 固收为"压舱石",筑牢安全底线。在坚持资产负债匹配原则下,交银人寿充分发挥寿险资金久期长优 势,前瞻性、大规模配置长久期优质固收资产,在利率下行周期中尽量提升盈利的确定性和持续性,强 ...
人社部开展高校毕业生就业服务专项行动,聚焦产业发展前沿岗位
Di Yi Cai Jing· 2025-12-19 00:48
面向数字经济、先进制造、现代服务、银发经济等重点领域。 从12月18日起,人社部举办一个月的全国人力资源市场高校毕业生就业服务专项行动,为2026届高校毕 业生、往届离校未就业高校毕业生及"三支一扶"计划等基层服务项目人员提供优质高效的就业服务。 12月11日,人社部办公厅发布《关于开展2025年全国人力资源市场高校毕业生就业服务专项行动的通 知》(下称通知)。通知要求,2025年12月18日至2026年1月18日,在全国范围内开展"职引未来—— 2025年全国人力资源市场高校毕业生就业服务专项行动"。 专项活动将集中开展线上线下招聘活动,优化直播带岗和职业体验,创新线上测评和考试服务,有序组 织人力资源服务进校园,拓宽高校毕业生等重点群体市场化社会化就业渠道。同时,将进一步加强防范 求职风险宣传教育,安全有序举办各类招聘对接活动,保障求职者合法权益,共同维护人力资源市场良 好秩序。 这项活动由人社部主办,各省(区、市)及新疆生产建设兵团人力资源社会保障厅(局)承办,有关人 力资源服务产业园和人才市场、各级公共就业和人才服务机构、骨干人力资源服务企业具体实施。 专项活动期间,各地人社部门、有关人力资源服务机构 ...
中阿企业家论坛在上海开幕
Shang Wu Bu Wang Zhan· 2025-12-18 16:01
(原标题:中阿企业家论坛在上海开幕) fund ZAWYA新闻网12月6日消息,中阿企业家论坛在上海开幕。会议指出,重点依托科技创新、人工 智能、机器人、初创企业及先进制造等领域合作,中阿双边贸易预计将从2024年的1018亿美元增长至 2030年的2000亿美元。论坛共吸引60余家中国高科技初创公司参会,并围绕人工智能、金融科技、可持 续发展及先进制造等主题开展高层讨论,展现两国技术合作持续升温的趋势。论坛由阿联酋企业家协会 与Vertix控股主办,并获得阿联酋驻上海总领馆及多家中方创新机构支持。 ...
华工校友太硬核!募集30亿元基金池成立科创院
Sou Hu Cai Jing· 2025-12-17 07:58
深圳商报·读创客户端驻穗记者 张莹 12月16日,华南理工大学粤港澳大湾区科创产业院(以下简称"科创院")在广州揭牌成立,现场举行华南理工大学科创产业基金战略签约仪式,由华工校友 完成首期募集,并联动港澳资本形成规模超30亿元的总基金池。 签约仪式上,广州科技金融创新投资、国泰海通证券、广州市新兴产业发展基金、美的创业投资、广州智光私募股权投资基金、广州广视盛誉私募股权投资 基金、基汇资本、澳门金时资本、宇新狮城(厦门)私募基金等九家投资机构参与签约。 据悉,该基金部分收益将用于支持学生创新创业。 华南理工大学供图 据悉,科创院由华工和校友共同参与管理,聚焦人工智能、先进制造、生物技术、新材料、新能源等产业领域,构建"高校+政府+校友"协同的资本支持体 系。 科创院设置科创产业基金,由华南理工大学联合校友发起,联动政府、上市校友企业及港澳资本共同设立,以"投早投小、投长期、投硬科技"为核心导向, 并依托华工校友产业网络,构建"资本+资源"双轮驱动体系。 华南理工大学党委书记章熙春表示,华南理工大学集聚创新资源和校友资源等核心优势,全力推进科创院建设。科创院将着力统筹粤港澳三地及校内外科技 创新和产业资源,推动 ...
首期募集30亿基金池 华工粤港澳大湾区科创产业院揭牌成立
Nan Fang Du Shi Bao· 2025-12-17 05:58
南都讯 12月16日,华南理工大学粤港澳大湾区科创产业院(以下简称"科创院")在广州揭牌成立,现 场举行了华南理工大学科创产业基金战略签约仪式,由校友完成首期募集,并联动港澳资本形成规模超 30亿元的总基金池。 在科创产业基金战略签约仪式上,九家投资机构参与签约。值得一提的是,该基金的部分收益将用于支 持学生创新创业,一体推进教育科技人才发展,为高水平大学建设和区域创新发展提供可持续支撑。 采写:南都N视频记者 孙小鹏 王诗琪 通讯员 华轩 科创产业院设置科创产业基金,由华南理工大学联合校友发起,联动政府、上市校友企业及港澳资本共 同设立,以"投早投小、投长期、投硬科技"为核心导向,并依托华工校友产业网络,构建"资本+资 源"双轮驱动体系。 华南理工大学党委书记章熙春指出,华南理工大学集聚创新资源和校友资源等核心优势,全力推进科创 院建设。科创院将着力统筹粤港澳三地及校内外科技创新和产业资源,推动科创企业与国际资本的对 接,有组织地推进华南理工大学科研成果、港澳技术成果以及全球多点布局的离岸中心、联合实验室成 果在大湾区落地转化、辐射全球,打造"高校研发﹣湾区制造﹣港澳融资﹣国际市场"产业新模式,成为 大湾区 ...
冬藏蓄势等贝塔,防守亦有阿尔法
Orient Securities· 2025-12-16 03:43
Market Strategy - The market is experiencing increased adjustment pressure, with participants adopting a more conservative mindset as trading willingness decreases due to limited rebound heights and accelerated sector rotation [6] - It is suggested to wait for better layout opportunities rather than frequent trial and error in timing [6] Style Strategy - Defensive strategies are emphasized as year-end approaches, with a focus on mid-cap blue-chip stocks for medium-term timing [3] - The gold sector is expected to benefit from a decline in dollar credit, leading to potential price increases [3] Theme Strategy - The special steel industry is anticipated to undergo high-quality development due to expected cost declines and new import-export management regulations [4] - The implementation of export license management for certain steel products is expected to optimize the export structure and enhance domestic profitability [6] Investment Opportunities - Investment targets include Chifeng Gold (600988, Buy) and Nanjing Steel (600282, Buy) as they are positioned to benefit from the current market dynamics [6]
A股开盘速递 | 指数弱势震荡!零售板块反复活跃 乳业概念再度走强
智通财经网· 2025-12-16 02:03
Group 1: Market Overview - The market showed weakness with the Shanghai Composite Index down 0.51%, Shenzhen Component down 0.58%, and ChiNext down 0.66% as of 9:38 AM on December 16 [1] - Retail concepts were active, with Baida Group achieving four consecutive trading limits, and other companies like Hongqi Chain and Dongbai Group also seeing gains [1] - The dairy industry saw a resurgence, with Huangshi Group hitting a trading limit and achieving two consecutive trading limits, while companies like Huanlejia and Sunshine Dairy also rose [1] Group 2: Institutional Perspectives - Everbright Securities anticipates a favorable cross-year market for A-shares due to new policy deployments, which are expected to support economic growth and attract capital inflows [2] - Huaxi Securities notes that recent meetings have supported market risk appetite, with expectations for increased trading activity and investment in growth sectors like domestic substitution and innovative pharmaceuticals [3] - Oriental Securities emphasizes the importance of core technology sectors that are trending upwards, while also noting the market's structural volatility as it approaches the end of the year [4]
中央经济工作会议召开 创金合信基金魏凤春:政策延续扩张 存量增量并重
Xin Lang Cai Jing· 2025-12-15 02:06
登录新浪财经APP 搜索【信披】查看更多考评等级 中央经济工作会议12月10日至11日在北京举行。如何看待当前中国经济形势?明年"继续实施更加积极 的财政政策和适度宽松的货币政策",释放出怎样的信号?八项重点任务蕴含怎样的发展新机遇? 创金合信基金首席经济学家魏凤春表示,此次中央经济工作会议释放"政策延续扩张、存量增量并重"的 积极信号。他比较关注物价回升与居民增收,因为这会为经济常态化运行奠定基础。 1、会议强调明年经济工作要坚持稳中求进工作总基调,您如何理解和评价此次会议提出的总基调? 创金合信基金首席经济学家魏凤春:稳中求进是经济仍处于恢复进程中、外部环境不确定加大背景下的 理性选择,强调以"稳"定预期、托底风险,以"进"提信心、增动能,在财力约束下统筹发展与安全,兼 顾短期稳增长与中长期高质量发展。 2、会议指出明年继续实施更加积极的财政政策和适度宽松的货币政策。您对明年宏观政策有怎样的期 待? 创金合信基金首席经济学家魏凤春:在2026年的宏观政策安排上,总体判断是:在债务约束强化和经济 修复尚不牢固的背景下,政策仍将保持扩张取向,但更加注重"稳节奏、提效率、控风险"。 财政政策方面,更可能在维持支 ...
周末!突发黑天鹅
中国基金报· 2025-12-14 14:28
Weekend Major Events - AI trading concerns were triggered by Broadcom's disappointing sales guidance, leading to an 11% drop in its stock and a 5% decline in the Philadelphia Semiconductor Index, marking the largest drop in months. This anxiety was initially sparked by Oracle, which saw its stock decline due to rising capital expenditures and delays in data center projects [2] - The Central Financial Office's Han Wenshu announced that China's economic indicators for 2025 are expected to exceed expectations, with a projected GDP of around 140 trillion yuan. Incremental policies will be implemented in 2026 based on changing circumstances [4] - The government is encouraging local business departments to utilize existing funding channels to promote consumption, emphasizing collaboration with financial support to stimulate consumer potential [5] - The People's Bank of China reiterated its commitment to a moderately loose monetary policy to maintain financial market stability, focusing on promoting economic growth and reasonable price recovery [6] - SpaceX's valuation has reached $800 billion, with plans for an IPO in 2026, indicating serious preparations for public listing [7] - The National Medical Insurance Administration aims to achieve "no out-of-pocket" expenses for childbirth within policy scope by 2026, contingent on the fund's capacity [8] - Moutai plans to halt the issuance of off-plan quotas this year and reduce non-standard products next year, focusing on core products [9] - More threads regarding idle fundraising cash management by Moer Technology clarified that it will not affect project implementation [10] - Vanke's three extension proposals were not approved, but there is a five-day grace period for negotiations [11] - The Financial Regulatory Bureau supports stabilizing the real estate market and aims to create a new development model for real estate [12] Major Securities Firms' Latest Insights - CITIC Securities suggests a focus on both domestic and foreign demand, indicating that while external demand may face challenges, internal demand shows increasing potential for recovery [14] - Shenwan Hongyuan notes that the macro environment has reverted, but upward space for A-shares remains limited due to concerns over tech capital expenditures [15] - Guojin Securities emphasizes that fluctuations in financial market expectations will not halt the real economy's progress, and investors should focus on fundamental changes [17] - CITIC Jiantou believes that the market has completed its adjustment phase and anticipates a new wave of market activity driven by structural trends and capital market reforms [18] - Xinda Securities discusses the sustainability of the growth sector's rebound, suggesting that the current environment may limit the rebound potential of tech stocks [19] - Dongfang Caifu advises caution regarding external disturbances and suggests patience in market positioning, especially with upcoming economic data releases [20] - Huazhong Securities highlights the importance of turnover rates in assessing the growth sector's market opportunities [21][22] - Huaxi Securities recommends low-cost positioning for the upcoming cross-year market, supported by recent key meetings and improved market sentiment [23] - Dongwu Securities notes that the market is currently stabilizing after previous adjustments, with a focus on policy and data in the upcoming spring market [24] - Everbright Securities anticipates a favorable cross-year market supported by new policy deployments, with a focus on TMT and advanced manufacturing sectors [25]