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综述|特朗普频繁施压美联储 鲍威尔坚持货币政策“非政治化”
Sou Hu Cai Jing· 2025-07-02 11:31
白宫新闻秘书卡罗琳·莱维特当天在新闻发布会上表示,特朗普将图表发给了美联储。 7月1日,特朗普在总统专机"空军一号"上表示,对于下一任美联储主席,他有"两个或三个人选",但没 有提供更多信息。 新华社北京7月2日电 综述|特朗普频繁施压美联储 鲍威尔坚持货币政策"非政治化" 新华社记者刘轶芳 美国总统特朗普本周连续发声,要求美国联邦储备委员会进一步降息,并以下一任美联储主席人选的话 题对现任主席鲍威尔施压。鲍威尔回应称,美联储货币政策必须"完全非政治",重申央行仍在观察美国 关税带来的影响,而后再进一步决策。 特朗普6月30日在他的社交媒体平台上发布一张图表,声称美国是全球关键利率水平最高的央行之一。 特朗普还在该图表上手写评论,批评鲍威尔让美国损失数以千亿计美元,称"你应该大幅降低利率",并 在图表中将美国应设利率标注在1%左右位置。特朗普在贴文中称,美联储"应该为自己允许这种情况发 生在美国而感到羞耻"。 高盛日前上调美国2025年利率预测,预计9月、10月和12月将分别降息25个基点,原因是关税影响减弱 和劳动力市场疲软。花旗集团和富国银行也预计美联储将在2025年降息75个基点,瑞银预测降息100个 ...
Due to EY non-compliance with audit partner rotation rules, Shell to update 2023 and 2024 Form 20-Fs; financial statements remain unchanged
GlobeNewswire News Room· 2025-07-02 06:00
Group 1 - Ernst & Young LLP (EY) informed Shell plc that it was not in compliance with SEC auditor independence rules for the audits of the years ended December 31, 2023 and 2024, leading to the need for amended Form 20-Fs [1][2] - The financial statements for 2023 and 2024 remain unchanged despite the amendment, and EY's audit opinions are still unqualified [1][5] - EY determined that the lead audit partner for the applicable years had exceeded the allowed period under SEC audit partner rotation rules, making them ineligible for the role [3] Group 2 - A different partner has been assigned by EY to lead the audit, and it has been concluded that no changes to the previously issued financial statements are necessary [4] - The appropriate remediation has been completed, allowing EY to exercise objective and impartial judgment regarding the US audit opinions in the amended Form 20-Fs [4] - The time limitations under the UK Financial Reporting Council's Revised Ethical Standard regarding partner rotation were also exceeded, but no amended filings are required in the UK [7]
离开了大厂,才发现世界可以很大很大
Hu Xiu· 2025-07-02 03:14
本文来自微信公众号:薯仔在发呆,作者:HenryYang,头图来自:AI生成 如果要问当代互联网从业者,特别是在大厂工作的朋友,最期待的一件事是什么?那大概率得到的回答会是——拿礼包。对于一年前的我,拿礼包也算是 top3 希望发生的事了,具体原因暂且按下不表了(给自己挖个坑,后面有机会再写一写填上)。 没想到后来还真就收到礼包了,虽然 N+1 算下来并没有网友们流传的那么多,但也就权当是提前发年终奖了吧。 虽说之前一边期待拿礼包,一边准备后路,但是因为各种原因并没有找到合适的机会,这下礼包到手了,又有点迷茫了。 思考了几天后,突然发现,好家伙,能做的事也太多了,脑图都快给撑爆了。 在大厂工作期间,几乎找不到什么时间可以做自己的事情,全身心都投入到主业上了,工作日平均 995,到了家也就只想躺着;虽说有双休,脑子里也都 是想着除了日常的需求之外还能做哪些"分外之事",结果是事没做什么,心里却累得不行。 离职后倒好了,一天下来除了吃饭睡觉带娃,剩下的时间完全回到自己身上,有足够的时间思考自己需要做什么,这种突然涌入的幸福感实在是难以言 表。 现在回头看看,这十个月以来总共做了四件事: 最开始做独立开发,其实并没 ...
时报观察|注册会计师独立性准则重塑审计公信力
证券时报· 2025-07-02 00:44
Core Viewpoint - The implementation of the "Independence Standards for Certified Public Accountants" marks a new phase in the institutional regulation of independence in China's CPA industry, emphasizing the importance of independence in audit practices [1][2]. Group 1: Regulatory Changes - The new independence standards are designed to address issues identified in industry regulation, including prohibiting CPA firms from preparing financial statements for audit clients, thereby eliminating conflicts of interest [2]. - The standards incorporate both domestic practices and international guidelines, with some provisions being stricter than international norms, reflecting China's commitment to combat financial fraud in capital markets [1][2]. Group 2: Impact on the Industry - The reform aims to transform the CPA industry towards greater professionalism and standardization, establishing independence as a non-negotiable baseline for the industry [2]. - By converting the subjective notion of "substantive independence" into quantifiable compliance standards, the new regulations are expected to enhance the credibility of audits and optimize the market ecosystem [2].
深圳市卫光生物制品股份有限公司 独立董事候选人声明与承诺
Zheng Quan Ri Bao· 2025-07-01 23:06
Group 1 - The company has nominated Huang Juan as an independent director candidate for its fourth board of directors, confirming her independence and compliance with relevant regulations [1][2][3] - Huang Juan has undergone qualification review by the company's nomination committee and has no relationships that could affect her independent performance [1][2] - The candidate has confirmed that she meets the qualifications and conditions set by the China Securities Regulatory Commission and the Shenzhen Stock Exchange for independent directors [2][3][4] Group 2 - The company has also nominated Zhang Jianping as an independent director candidate, who has agreed to the nomination and confirmed his independence [29][58] - Zhang Jianping has passed the qualification review and has no conflicts of interest that could impact his independent duties [29][58] - The nomination is based on a thorough understanding of Zhang Jianping's professional background, qualifications, and absence of any significant credit issues [29][58]
注册会计师独立性准则重塑审计公信力
Zheng Quan Shi Bao· 2025-07-01 18:20
Core Viewpoint - The implementation of the "Independence Standards for Certified Public Accountants No. 1" marks a new phase in the institutionalization of independence regulation in China's CPA industry, addressing the critical issue of auditor independence which has been a significant factor in audit failures [1][2] Group 1: Regulatory Changes - The new independence standards are designed to integrate with existing laws and regulations while reflecting China's unique characteristics [1] - The standards combine advanced international guidelines with domestic practices, with some provisions being stricter than international norms, demonstrating China's commitment to combatting financial fraud in capital markets [1] Group 2: Specific Provisions - The standards include explicit prohibitions against accounting firms preparing financial statements or notes for audit clients, effectively severing the conflict of interest [2] - There is a strict ban on providing audit services on a contingent fee basis, which aims to eliminate potential compromises to independence from an economic perspective [2] Group 3: Industry Impact - The reform is expected to drive the CPA industry towards greater professionalism and standardization, with independence becoming a non-negotiable industry baseline [2] - This transformation is seen as a necessary response to industry pain points, aimed at restoring audit credibility and optimizing the market ecosystem [2]
科思科技: 独立董事候选人声明与承诺(刘荣荣)
Zheng Quan Zhi Xing· 2025-07-01 16:41
深圳市科思科技股份有限公司 独立董事候选人声明与承诺 本人刘荣荣,已充分了解并同意由提名人公司董事会提名为深圳市科思科技 股份有限公司第四届董事会独立董事候选人。本人公开声明,本人具备独立董事 任职资格,保证不存在任何影响本人担任深圳市科思科技股份有限公司独立董事 独立性的关系,具体声明并承诺如下: 一、本人具备上市公司运作的基本知识,熟悉相关法律、行政法规、部门规 章及其他规范性文件,具有五年以上法律、经济会计、财务、管理等履行独立董 事职责所必需的工作经验。 二、本人任职资格符合下列法律、行政法规和部门规章以及公司规章的要求: (一)《中华人民共和国公司法》等关于董事任职资格的规定; (二)《中华人民共和国公务员法》关于公务员兼任职务的规定(如适用); (三)中国证监会《上市公司独立董事管理办法》和上海证券交易所自律监 管规则有关独立董事任职资格和条件的相关规定; (四)中共中央纪委、中共中央组织部《关于规范中管干部辞去公职或者退 (离)休后担任上市公司、基金管理公司独立董事、独立监事的通知》的规定(如 适用); (五)中共中央组织部《关于进一步规范党政领导干部在企业兼职(任职) 问题的意见》的相关规定( ...
盟科药业: 独立董事候选人声明与承诺(蒋德权)
Zheng Quan Zhi Xing· 2025-07-01 16:40
Core Viewpoint - The candidate, Jiang Dequan, has declared his qualifications and commitment to serve as an independent director for Shanghai Mengke Pharmaceutical Co., Ltd, ensuring his independence and compliance with relevant regulations [1][4]. Summary by Sections Qualifications and Experience - The candidate possesses basic knowledge of listed company operations and has over five years of relevant work experience in law, economics, accounting, finance, and management [1]. - The candidate holds a doctoral degree in accounting and has professional qualifications as a professor in the field [4]. Compliance with Regulations - The candidate meets the requirements set forth by various laws and regulations, including the Company Law of the People's Republic of China and the guidelines from the China Securities Regulatory Commission regarding independent directors [1][2]. - The candidate has undergone qualification review by the nomination committee of Shanghai Mengke Pharmaceutical Co., Ltd and has confirmed compliance with the Shanghai Stock Exchange's self-regulatory guidelines [4]. Independence Assurance - The candidate asserts independence, stating that he does not have any relationships that could affect his impartiality, including not being a major shareholder or having significant business dealings with the company [3][4]. - The candidate has no adverse records, such as administrative penalties or criminal charges from the China Securities Regulatory Commission in the past 36 months [3]. Commitment to Responsibilities - The candidate acknowledges the responsibilities of an independent director and commits to adhering to all relevant laws, regulations, and rules set by the China Securities Regulatory Commission and the Shanghai Stock Exchange [4][5]. - The candidate has pledged to resign if any circumstances arise that would compromise his qualifications as an independent director [5].
福莱新材: 独立董事工作制度
Zheng Quan Zhi Xing· 2025-07-01 16:30
浙江福莱新材料股份有限公司 第一章 总则 第一条 为进一步完善浙江福莱新材料股份有限公司(以下简称"公司") 的治理结构,切实保护中小股东及利益相关者的利益,促进公司的规范运作,根 据《中华人民共和国公司法》 (以下简称"《公司法》")、 《中华人民共和国证券法》、 《上市公司独立董事管理办法》、 《上市公司治理准则》等法律、法规和规范性文 件,以及《浙江福莱新材料股份有限公司章程》 (以下简称"公司章程")的有关 规定,并结合本公司的实际情况,制定本制度。 第二条 独立董事是指不在公司担任除董事外的其他职务,并与其所受聘的 上市公司及其主要股东、实际控制人不存在直接或间接利害关系,或者其他可能 影响其进行独立客观判断关系的董事。 第三条 独立董事对公司及全体股东负有忠实与勤勉义务。独立董事应当按 照相关法律、法规和公司章程的要求,认真履行职责,在董事会中发挥参与决策、 监督制衡、专业咨询作用,维护上市公司整体利益,保护中小股东合法权益。独 立董事应当独立履行职责,不受公司主要股东、实际控制人、或者其他与公司存 在利害关系的单位或个人的影响。 第二章 独立董事的任职条件 第四条 担任独立董事应当符合下列条件: ...
ETO Markets 市场洞察:央行宫斗升级:鲍威尔任期倒计时,贝森特密谋“影子主席”接管?
Sou Hu Cai Jing· 2025-07-01 04:56
Core Viewpoint - The Federal Reserve's policy direction is becoming a central battleground in U.S. politics and economics, influenced by President Trump's pressure for interest rate cuts and the complexities of global economic uncertainty and tariff policies [1][3]. Group 1: Pressure on the Federal Reserve - President Trump has publicly called for the Federal Reserve to lower interest rates to between 0.5% and 1.75%, criticizing the current leadership for being slow and costing the U.S. economy "hundreds of billions" [3]. - The current policy rate is maintained at 4.25%-4.5%, significantly higher than Trump's target, with Fed officials emphasizing that policy decisions should be data-driven [4][5]. - The Fed's cautious stance is attributed to persistent inflation risks and the need to maintain its independence from political pressures [5]. Group 2: Transition Planning for Fed Leadership - Treasury Secretary Mnuchin is preparing for the transition of the Fed chair position after Powell's term ends in May 2026, aiming for a smooth nomination process in late 2025 [6][8]. - Potential candidates for the Fed chair include current Fed Governor Waller, who is familiar with monetary policy frameworks [7]. - The government plans to follow traditional procedures for the nomination process, contrasting with Trump's high-profile pressure tactics [8]. Group 3: Economic Data as Decision-Making Factors - Key economic data from July to August will be critical for the Fed's decision-making, including employment reports and inflation data [10]. - If employment data indicates a cooling labor market, it may open the door for a rate cut in September [10]. - The upcoming tariff policy decisions will also significantly impact inflation expectations and the Fed's approach [10]. Group 4: Future Outlook - The ongoing conflict over interest rates has evolved into a broader debate about the Fed's independence, with potential implications for economic stability [11]. - If summer data supports a rate cut, tensions may ease; however, persistent inflation could exacerbate conflicts between the White House and the Fed, affecting market stability [11]. - Market participants are advised to closely monitor key economic data and Fed officials' statements for signals of policy shifts [11].