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传比亚迪一经销商集团暴雷,比亚迪回应:网传信息不属实!过去几年对经销商政策连续且稳定
Mei Ri Jing Ji Xin Wen· 2025-05-28 04:54
日前,有消息称比亚迪山东经销商集团济南乾城汽车贸易有限公司暴雷,其在4月17日发布的《关于处 理三保服务事宜的解决方案》的公告中解释道:"近两年由于比亚迪经销商政策调整,对我司的现金流 管理带来巨大压力。加之山东地区多个汽车经销商行业暴雷,当地银行融资政策保守,造成我司融资更 加困难等系列影响,导致我司门店运营资金面临巨大挑战,不能及时向车友朋友处理退还三保费用问 题,给您们带来了不便和损失,在此我们深表歉意。" 该公司表示会积极想办法按照双方签署的合同履行相应的服务内容和退款义务,争取在2025年5月底前 解决完问题。 5月28日,比亚迪集团品牌及公关处相关人士就此事回应称:"网传信息不属实!过去几年,我们对经销 商的政策连续且稳定。据了解,该经销商集团由于盲目极速扩张并加杠杆运营,导致资金链出现问题。 去年底以来,该经销商集团的部分4S店,已被当地其他经销商收购。我们对该经销商集团也在进行纾 困支持,协助该经销商集团妥善处理其客户及员工的相关问题。" 实际上,近年来随着汽车行业竞争持续加剧,"价格战"不断升级,汽车经销商也面临较大生存压力。 根据中国汽车流通协会发布的《中国汽车流通行业发展报告(2024 ...
沪上阿姨上市后,背后投资大佬首次公开……
创业家· 2025-05-27 10:02
卫哲 嘉御基金董事长 创业黑马导师 在如今人人喊着生意难做的情况下, 黑马导师卫哲 投出的 沪上阿姨 (02589.HK), 5月8日在港交所主板上市,发行价113.12港 元/股,开盘价190.6港元/股,较发行价上涨68.5%。 首先,高目标怎么来的?我们第一步叫"市值到财务"。 另一家火锅烧烤食材超市品牌 锅圈食汇 ,在2020—2023的三年时间里,门店数从3000多家增长至 10000家 。成立仅6年时间,就 在港交所上市。 以下是卫哲的独家分享: 如何实现从百店到千店,尤其是如何实现千店到万店呢? 我们的独门方法论,叫 拒绝小而美,走向"高大上"。 什么是"高大上"?高目标、大愿望、上速度。 什么叫"市值到财务"? 如果你的理想净利润率是5%—6%。那我们反推一下,30亿营业额,5%的利润,等于你的营业额乘以20倍。 所以锅圈食汇当年要做到一千亿市值的话,市值到财务的第一步是什么?600亿销售额,30亿利润,这样一千亿市值肯定有了。打造百 亿市值的方法也是这个计算逻辑。 第二步是什么?叫"财务到业务"。 这个600亿销售额和30亿利润怎么来的?600亿是六万个店,每个店全年做100万。或者倒过来, ...
华安基金:关税缓和或已计价,黄金重回3300美元
Quan Jing Wang· 2025-05-27 08:53
Key Points - Gold prices experienced a significant rebound last week, with London spot gold closing at $3,358 per ounce, a 4.9% increase, and domestic AU9999 gold at 776 yuan per gram, up 4.0% week-on-week [1] - The rise in gold prices is attributed to heightened risk aversion due to fluctuating US-EU tariff negotiations and geopolitical risks, allowing gold to regain the $3,300 level [1] - The recent tariff easing has led to a correction in the previously overheated gold market, with gold experiencing a maximum pullback of 8-10% from its peak of $3,500 [1] Group 1 - The easing of tariff tensions has been largely priced into gold, suggesting that the market has adjusted to the recent developments [1] - The ongoing inflationary pressures in the US economy, exacerbated by previous tariff disputes, may continue to challenge economic stability despite tariff reductions [2] - The Federal Reserve's anticipated interest rate cuts, despite delays, are expected to benefit gold as the market expects three rate cuts within the year [2] Group 2 - The weakening of US dollar credibility due to rising debt levels and high interest costs on government debt is driving central banks to increase gold purchases [2] - Global demand for gold ETFs has surged, with Q1 2025 demand nearly matching the record $111 billion set in Q4 2024, reflecting a 40% year-on-year increase [2] - The demand for gold bars and coins remains robust, reaching 325 tons, which is 15% higher than the five-year quarterly average, with China being a key growth driver in this segment [2] Group 3 - Key signals to watch for gold ETFs in the upcoming week include US Q1 GDP and April PCE data, as well as any changes in tariff policies [3]
黄金避险需求仍然强劲,中长期走强逻辑不变
Sou Hu Cai Jing· 2025-05-27 06:58
周二(5月27日)本交易日国际黄金日内维持震荡走势,今日开盘报3342.46美元/盎司,最高触及3350.03美元/盎司,最低触及3324.34美元/盎司,截止当前金价 报3325.49美元/盎司,涨幅-0.50%。黄金ETF基金(159937)盘中涨幅-0.31%,换手率1.54%,成交金额4.41亿。(数据来源:Wind) 北京首创期货指出,近期鲍威尔提出调整美联储政策框架理论上对金价有一定利空,但今年美联储对金价的影响力并不大。特朗普大而美法案通过,短期而 言,减缓了市场对经济的担忧,利空金价,但长期而言,美国杠杆率将进一步上升,长线视角利多金价。国际货币制度的松动,央行增持黄金,全球地缘局 势复杂,全球经济下行压力增加,是推动金价长期上行的主要因素。从基本面角度看,中长期变量没有发生根本性改变,从技术面角度看,黄金的中长期涨 势也没有任何改变。短期行情进入高位整理,回踩60日均线后仍是做多机会。 黄金ETF基金(159937)通过投资上海黄金交易所AU9999现货合约,实现与国内金价的高度拟合,具有低门槛、低成本和交易形式多样化等特点,支持T+0 交易。长期来看,黄金中枢随信用货币规模而稳定抬升,以及 ...
解密iPhone的“相机控制”按键和它的替代方案
半导体行业观察· 2025-05-27 01:25
在智能手机十几年的发展历程中,苹果当之无愧地扮演着一个"全球导师"的角色。 荣耀 X70i 、 vivo X200 Ultra 一颗小按键背后的黑科技 从使用者的反馈看来,这个新增的按键似乎有点被高估了,终端用户也并不能轻易窥见这个按键带 来的革命性变化。但按照苹果的说法,能在方寸空间实现这个设计,并提供如此酷炫的UI交互, 他们克服了三大挑战,分别是高集成度、防误触和可靠性。 iPhone16 相机控制按钮 如上图所示,第一眼看到苹果这个新增的"相机控制"按键,有种梦回iPhone 5S首次引进Touch ID 的感觉——在设计上,固态按键外圈用了金属,中间是蓝宝石。具体到原理上,Touch ID通过中 间的蓝宝石水晶和电容触摸传感器,拍下指纹的高分辨率图像并对其进行智能分析,以便从任何角 度都能精确读取指纹。 这个"相机控制"按键,其实与"指纹识别"的原理和技术有点异曲同工。不同之处在于,前者在使用 者按下不同键程时会触发不同的功能(可以简单理解为轻按和重按实现不同的功能),而且如开头 的视频所示,使用者在这个按键上滑动,也会取得相应的控制效果。 如上图所示,苹果在介绍iPhone 16的时候,花了不少时 ...
人民币强势!财政部回应穆迪评级
Wind万得· 2025-05-26 22:40
同日,穆迪国际信用评级公司对中国主权信用评级的维持决定及财政部的回应,也成为市场关注焦点。 / / 美元跳水,人民币强势突破 / / 5 月 26 日,美元指数盘中跳水至 98.6921 ,创三周以来的最低水平。 受美元走软影响,在岸、离岸人民币汇率双双上扬,离岸人民币( CNH )一度升破 7.17 关口,盘中最高触及 7.16155 元,创 2024 年 12 月以来新高。 | W | | | 美元兑离岸人民币 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | USDCNH.FX | | | | | | | | 前收 | 7.17220 | 开营 | | | 7.17280 | | | +0.07% | 季田 | 7.17761 | 买入 | | | 7.17700 | | 最高 | 7.18301 | 今年来 | -2.18% | 20 | | | -1.48% | | 最低 | 7.16155 | 10 日 | -0.31% | 60 | 日 | | -1.72% | | से में ब्र | 五日 | 日K | ...
螺纹钢期货创九个月来新低!下游采购意愿差,见底时间成谜
Hua Xia Shi Bao· 2025-05-26 22:13
与此同时,徐艺丹表示,热卷抢出口表现不及预期,家电等制造业出口亦面临淡季转弱风险。而受供应宽松影 响,近期原料焦煤价格持续下跌,叠加铁水产量高位回落,螺纹钢成本端下行压力显著。后续制造业及建材需求 均进入淡季,焦煤供需压力持续凸显,铁矿价格亦面临回调压力。 华夏时报记者叶青北京报道 5月26日,国内大宗商品延续下跌,集运指数期货跌近6%,焦煤、螺纹、碳酸锂等品种再度刷新阶段新低。其中 螺纹钢期货2510合约低开低走,盘中一度下探至2996元/吨,创近9个月新低。受此影响,螺纹钢期货2510合约持 仓以空头增仓为主,净空单增仓6.44万手,部分机构空单增持明显。 "由于近期进入政策观察期,暂无新的利多支撑。与此同时,黑色产业链上游,焦煤、焦炭期货持续下跌,导致期 价重心进一步下移。此外,下游需求疲弱,现货出货乏力,进一步压制市场。因此,短期内,螺纹钢期货价格仍 有下行压力。"一德期货黑色金属分析师马琳接受《华夏时报》记者采访时表示。 下游需求弱于预期 据了解,今年年初至今,螺纹钢期货价格跌幅达9.93%。广发期货分析师徐艺丹接受《华夏时报》记者采访时表 示,近期螺纹钢价格持续下行,受多方面因素影响,市场需求面临 ...
收评:主力意图不明,继续关注日关键区域上沿和3330一线的得失
Sou Hu Cai Jing· 2025-05-26 09:00
Group 1 - The market showed weakness in the afternoon, failing to maintain key resistance levels, closing below 3361, indicating a short-term bearish trend [2] - The index's performance was characterized by a small K-line and a bearish trend in the ChiNext index, raising questions about the potential for a mid-term recovery [2] - Key support level to watch is 3330; maintaining this level is crucial to avoid further declines towards 3300 [2] Group 2 - Short-term technical indicators suggest that the market needs to stay above 3355 to maintain a bullish outlook, with critical levels identified between 3357 and 3332 [3] - The strong and weak dividing line for the market is at 3394, with resistance levels at 3362, 3371, and 3382, and support levels at 3336, 3324, and 3310 [3] - Mid to long-term trends indicate that the market must remain above 60-day and 250-day moving averages to sustain a bullish phase and avoid a return to a bearish market [3]
市场对全球贸易冲突的担忧降温 COMEX黄金保持跌势
Jin Tou Wang· 2025-05-26 08:11
Core Viewpoint - The postponement of high tariffs on the EU by President Trump has eased market concerns over global trade conflicts, reducing demand for gold as a safe-haven asset. However, multiple macroeconomic risks continue to limit the downside potential for gold prices [1]. Group 1: Market Dynamics - COMEX gold is currently trading at $3338.20 per ounce, down 0.58%, with a daily high of $3356.00 and a low of $3329.30 [2]. - The opening price today was $3355.60, indicating a downward trend in the short term [1][2]. Group 2: Influencing Factors - The downgrade of the U.S. credit rating by Moody's from "AAA" to "AA1" has increased the attractiveness of gold as a safe-haven asset, putting pressure on the dollar [1]. - Concerns over global inflation and the U.S. fiscal outlook are expected to support gold prices despite short-term declines [1]. Group 3: Future Outlook - Analysts predict that gold prices will continue to rise by June 2025 due to factors such as the U.S. rating downgrade, ongoing gold purchases by Asian countries, and trade tensions [1]. - Key risk factors to monitor include the upcoming FOMC meeting minutes, trade negotiations between the U.S. and other major economies, and changes in market expectations regarding the dollar [1].
受美债收益率上升及美国债务压力等影响,全球股票基金创六周来最大单周流出量
Sou Hu Cai Jing· 2025-05-26 07:39
Group 1 - Moody's downgraded the U.S. sovereign credit rating, leading to a rise in U.S. Treasury yields and increased concerns over the U.S. debt burden and tax legislation [2] - Global equity funds experienced a net outflow of $9.4 billion last week, marking the first weekly outflow in six weeks, contrasting sharply with over $20 billion inflow the previous week [2] - U.S. equity funds led the outflows with redemptions totaling $11 billion, followed by Asian funds with $4.6 billion in redemptions, while European equity funds recorded a net inflow of $5.4 billion [5] Group 2 - Emerging market bond funds saw a net inflow of $403 million for the fourth consecutive week, continuing a positive trend, while emerging market equity funds experienced a slight outflow [8] - Despite the outflow in emerging market equity funds, they have attracted $10.6 billion year-to-date, representing a 43% increase compared to the same period last year [8] - Interest in emerging markets has been rekindled, partly due to concerns over the end of U.S. exceptionalism and a lack of clarity regarding U.S. ambitions and intentions [8]