光大异动！ 在2014年，光大证券的一次异动拉开了超级大牛市的序幕。最近两天，光大证券连续放量大涨，今天早上一度 涨超9%，并带动整个券商板块集体上行。此外，香港市场中国光大控股一度暴涨超16%。 那么，此次光大证券爆发究竟是何缘故？分析人士认为，主要有三大原因。首先，券商再融资信号显现，5月 28日中泰证券公告，上交所受理了公司不超过60亿定增事项，南京证券5月17日公告定增事项获上交所受理； 其次，"2025陆家嘴论坛"将于2025年6月18日至19日召开，中央金融管理部门将发布若干重大金融政策；最 后，近期银行保险异动频频，券商表现则相对落后，板块估值和机构持仓皆处于低位。 此外，据报道，稳定币巨头Circle预计于6月5日在美国纽约证券交易所（NYSE）上市，这将是稳定币领域的 首个IPO。此前，Circle上调IPO规模，拟募资8.8亿美元。公开资料显示，2016年6月，光大控股宣布与IDG资 本联合投资Circle，成为其全球重要战略股东。 光大异动 最近两个交易日，光大证券连续放量异动。昨天量能超过10亿元，今天上午，成交金额超过18亿元，涨幅一度 超9%。光大证券对于A股向来具有指标意义，该股 ...

"做好科技金融这篇大文章，需要我们共同努力，这既是科技界的事情，也是金融界的事情。"科技部副 部长邱勇在5月22日国新办新闻发布会介绍科技金融政策有关情况时表示。 从科学研究到成果转化再到产业化，每一步都需要大量的资金投入，通过银行、证券、保险、创投、担 保、租赁等多种金融方式和服务，有力支持科研、成果转化和科技型企业发展，科技金融的重要性不言 而喻。 "发展科技金融是一项复杂的系统工程，需要各方面协同发力。"邱勇强调，要注重协同发展，推动各方 力量"攥指成拳"，形成推进合力；在区域上要"有重点"，在实施上要"有特色"，在操作上要"有实招"。 日前，科技部、中国人民银行等七部门联合印发《加快构建科技金融体制 有力支撑高水平科技自立自 强的若干政策举措》，对科技部门和金融部门协同、中央和地方联动进行了详细部署，具体包括建立多 部门参与的科技金融统筹推进机制、开展区域创新实践以及"股债贷保投"多种金融工具的综合运用等。 早前，围绕地方发展科技金融，相关部门已迈出探索性一步。2024年10月，中国人民银行、科技部出台 《关于做好重点地区科技金融服务的通知》，确定北京、上海、重庆等13个重点地区开展科技金融先行 示范 ...

《金融时报》记者注意到，为推动科技创新，助力科技服务业高质量发展，各方积极配合、协同发展， 科技金融正成为科技发展的"硬支撑"。作为金融与实体企业之间的桥梁，融资担保的风险分担功能正发 挥着积极作用。 何为科技服务业？科技服务业是指运用现代科学知识和技术手段，围绕科技创新全链条发展、科技成果 高效率转化，向社会提供智力服务的新兴产业，具有人才智力密集、科技含量高、产业附加值大、辐射 带动作用强等特点。 近年来，我国将科技服务业作为重要新兴产业，加快全面发展和转型升级，科技服务业规模持续保持较 快增长。2019年至2023年，规上科技服务业企业营收年均增长12.3%。2024年，全国技术合同成交额达 6.8万亿元，同比增长11.2%，连续8年保持两位数增长，提前完成《"十四五"技术要素市场专项规划》 确定的5万亿元目标。 然而，科技型企业在发展中仍面临一些困难。例如，相较于传统企业，科技型企业往往呈现高风险、高 成长特性，且普遍具有轻资产属性。其资产构成以知识产权、专利技术等无形资产为主，这类资产价值 评估难度较大，缺少厂房、土地等传统抵质押物，因此在融资过程中更易面临融资渠道受限、融资成本 较高等困境。 近日 ...

Core Viewpoint - China Construction Bank's Liaoning Branch is actively supporting the high-quality development of the local economy by providing substantial financial resources and services to facilitate the comprehensive revitalization of Liaoning province [1][9]. Group 1: Loan Performance and Financial Support - As of the end of 2024, the loan balance of China Construction Bank's Liaoning Branch reached 502 billion yuan, with an increase of 34.5 billion yuan, maintaining the top position among the four major state-owned banks in Liaoning [1]. - In 2024, the branch provided loans totaling 198.4 billion yuan to real enterprises, an increase of 22.3 billion yuan year-on-year, with corporate loans accounting for 59% of the total [2]. - The branch has approved 32 projects with a total credit of 77 billion yuan and a loan balance of 11.8 billion yuan, focusing on key industrial clusters such as automotive parts and high-quality steel materials [2]. Group 2: Consumer Demand and Housing Support - The bank has stimulated consumption by providing credit card services and "Jian Yi Loan," leading to a total consumption increase of 70.7 billion yuan [3]. - The bank has adjusted mortgage rates for existing housing loans, saving 25 million yuan in interest for 300,000 homebuyers, thereby encouraging consumer spending [3]. Group 3: Financial Innovations and Sectoral Support - The bank has established a "green channel" for credit approval to support high-tech and specialized enterprises, with a balance of science and technology loans reaching 40 billion yuan [4]. - Green loans amounted to 90.8 billion yuan, with an increase of 13.5 billion yuan, supporting clean energy and environmental projects [4]. - The inclusive finance loan balance reached 47.3 billion yuan, marking a historical high, with a total of 21.2 billion yuan disbursed throughout the year [6]. Group 4: Strategic Initiatives and Future Plans - The bank is focusing on major projects and has supported the "Belt and Road" initiative, serving 983 foreign trade customers with an international business credit balance of 60.8 billion yuan [7]. - The bank aims to enhance financial services for key engineering projects and expand support for the "Three Major Projects" in Liaoning, with a planned financing of 3 billion yuan for various initiatives [8][10]. - The bank is committed to integrating its services with local economic development strategies, enhancing the efficiency of financial services, and addressing the financing challenges faced by enterprises [10].

Group 1: Economic Development and Innovation - Xi Jinping emphasized the importance of Jiangsu province in achieving the "14th Five-Year Plan" development goals, focusing on technological and industrial innovation integration, deep reforms, and high-level openness [1] - Jiangsu province achieved a GDP of 13.7 trillion yuan in 2024, with an economic growth rate of 5.8%, contributing over 10% to the national economy [4] - Jiangsu's innovation capability ranked second nationally in 2024, with significant contributions to national R&D investment and a leading number of newly approved unicorn enterprises [4] Group 2: Ideal Auto's Growth and Manufacturing - Ideal Auto became the first new force car company in China to reach the milestone of producing 1 million vehicles by October 2024 [3] - The company operates a highly automated manufacturing base in Changzhou, featuring 21 fully automated production lines and over 600 robots, achieving 100% automation in key processes [3] - In the first quarter of the year, Changzhou's new energy vehicle and auto parts cluster generated over 115 billion yuan in output, marking a 12.4% year-on-year increase [3] Group 3: Financial Support for Innovation - Jiangsu's financial institutions have provided 739 billion yuan in loans to enterprises under the technology innovation and technology transformation re-loan policy [5] - The province's financial support for equipment renewal projects increased by 495 billion yuan since the beginning of the year, leading the nation [5] - As of April 2025, Changzhou's banking sector had a loan balance of 737.83 billion yuan for the new energy industry, with a year-on-year growth of 2.43% [8] Group 4: Challenges and Strategies for SMEs - Many small and medium-sized enterprises (SMEs) in the new energy sector face challenges due to price wars and rapid technological changes, impacting their competitiveness [15] - Financial institutions are developing tailored products to support SMEs, such as the "Zhongyin Changdai" and "Kechuang Integral Loan" to alleviate funding pressures [16] - The local government is actively promoting a coordinated financing mechanism to support SMEs in the new energy industry [17] Group 5: Venture Capital and Early-Stage Investment - Early-stage venture capital firms play a crucial role in nurturing technology-driven enterprises, providing not just funding but also strategic support [18][19] - The number of private equity fund managers in Jiangsu ranks sixth nationally, with a total fund size of 1.1749 trillion yuan [18] - Recent policies aim to enhance the venture capital ecosystem, addressing challenges in fundraising, investment management, and exit strategies for technology startups [22]

【钛媒体综合】6月3日，工信部、国家发改委、农业农村部、商务部、国家能源局发布通知，组织开展 2025年新能源汽车下乡活动，并公布新能源汽车下乡活动车型目录，涉及124款车型。 据悉，此次活动以"绿色、低碳、智能、安全——赋能新农村，畅享新出行"为主题，将选取一批新能源 汽车推广比例不高、市场潜力较大的典型县域城市，举行若干场专场活动；以此为中心辐射周边乡镇， 结合地区特点开展若干场特色活动。与县域充换电设施补短板试点、智能网联汽车"车路云一体化"试点 等工作形成协同效应，推动优质资源向乡村地区倾斜。 鼓励各类新能源汽车生产、销售、金融、充换电及售后服务等领域市场主体共同参与，结合以旧换新、 县域充换电设施补短板等政策工具，定制"购车优惠+用能支持+服务保障"一体化促销方案，健全覆盖 购车、用车、养车全周期售后服务网络。 另外，活动采取"线上+线下"相结合的方式开展。线下环节，以县域主会场为枢纽，联动周边乡镇开展 专场活动。线上平台，搭建云展销、直播导购、在线咨询等数字化场景，推动"线上下单—线下交付— 售后跟进"服务闭环。 值得注意的是，今年活动车型较2024年增加了25款车型，特别是增加了特斯拉Model ...

中信银行设立金融资产投资公司（AIC）有新进展。6月3日晚，该行发布公告称，国家金融监督管理总 局同意该行筹建信银金融资产投资有限公司（以下简称信银金投）。由此，中信银行成为继兴业银行之 后第二家筹建AIC公司获批的股份行。 在中信银行之前，兴业银行筹建兴银金融资产投资有限公司也已经获得监管批复，成为首家"尝鲜"的股 份行。 除了上述两家股份行，招商银行也于5月8日宣布拟出资150亿元，全资发起设立金融资产投资公司，目 前尚待监管部门批复。 股份行发起设立AIC，此前已有政策信号。今年3月5日，国家金融监督管理总局发布《关于进一步扩大 金融资产投资公司股权投资试点的通知》，提出支持符合条件的商业银行发起设立金融资产投资公司。 彼时，我国银行系AIC共有5家，分别是工银投资、农银投资、中银资产、建信投资和交银投资，均为 国有大行于2017年发起设立。国家金融监督管理总局表示，五家大型商业银行设立的金融资产投资公司 通过试点，探索了金融支持科技创新的重要模式。稳妥有序增加参与试点的机构数量，有利于调动更多 资金和资源参与试点，进一步加大对科技创新和民营企业的支持力度。 面临人才储备、资本消耗等挑战 为何股份行纷纷 ...

不是补了安全，是补了就弱了。你没见过拳台上哪个拳手把手伸得特别厚，再出拳的，都是直接出击。 所以职业赛和业余赛两码事，要区分出来这里的区别，尤其是缺口是丈量的工具并不神秘，主要是气氛 对了，市场的逻辑就来了。面对后市，老鹰呢一方面积极看多，我知道大家现在在这个阶段呢心情都处 在忐忑，啊因为你看涨这么长时间之后调一调，这就要开始动，唉呀出乎意料的，好，这是不是在做 梦？呢 A股就没有这么好过是吧？确实也希望所有投资人点完关注之后，长期来听，我会不断的在这个 阶段和大家做沟通交流，尤其是这一次香港啊这个稳定币的这个立法，后面的逻辑还会继续的延伸，为 什么？银行有资本金了，所以为什么银行涨？能发币能交易，啊是不是把那些债务进行一个重新的理 清？当然了，后面金融这类的动完之后，药也好，还是化工也好，亦或者我们现在看到的军工也好，军 工容易出冲高回落，短线连续涨的股少，而稳定币这一块就是金融这一类的啊分化也很严重，就是说连 板那个还在连续，其他的有休息的注意龙头的表现，只要龙头不倒，后面还会轮番滚动。 （原标题：和讯投顾张平：彻底火了！A股6月开门红！踏空老铁别慌，新热点还在酝酿） 其中消费类、黄金、铜、白银都出现大涨 ...

Group 1 - Baili Electric's revenue from controlled nuclear fusion business is small and will not significantly impact its performance [1] - Debang has not yet applied autonomous logistics vehicles in practice, and the related concept will not affect its performance [2] - Cuiwei's retail and acquiring business revenues have decreased significantly, and the company is currently in a loss state [3] Group 2 - Seres reported a 19.46% year-on-year increase in cumulative sales of the Wanjie M9 from January to May [4] - Sinovac's multiple innovative drug projects are still in the pre-clinical stage, with high uncertainty regarding future developments [5] - Citic Bank has been approved to establish a financial asset investment company with a registered capital of RMB 10 billion [6] Group 3 - Four-dimensional Map signed a strategic cooperation framework agreement with Alibaba Cloud to explore collaboration in various fields [7] - Longi Green Energy's HPBC2.0 product orders have significantly increased, with over 50% coming from overseas customers [8] - Shutai Shen's application for conditional marketing approval of STSP-0601 has been accepted by the National Medical Products Administration [9] Group 4 - Gongchuang Lawn's products are primarily for export, and there is significant uncertainty regarding U.S. tariff policies [10] - Zhongheng Design's income from low-altitude economy and commercial aerospace projects is currently very small [11] - Wanrun's chairman Huang Yiwu has resigned due to work adjustments [12] Group 5 - Guokai Military Industry's shareholder plans to reduce holdings by no more than 2.97% [13] - Guangkang Biochemical's shareholders plan to reduce holdings by no more than 6% [13] - Far East Holdings' shareholder plans to reduce holdings by no more than 2.30% [13] - Industrial Fulian has repurchased 7.6974 million shares, using a total of RMB 147 million [13]

6月3日国务院新闻办公室举行新闻发布会，介绍第二届"一带一路"科技交流大会有关情况。根据安排， 第二届"一带一路"科技交流大会将于6月10日至12日在四川成都举办。 科技部副部长陈家昌表示，第二届"一带一路"科技交流大会由科技部、中国科学院、中国工程院、国家 自然科学基金委、中国科协、四川省人民政府和重庆市人民政府共同主办，围绕共建"一带一路"科技规 划政策对接、科技人文交流、产业创新发展、国际大科学计划、科技减贫以及人工智能、中医药等议 题，设置重要活动、主题活动、特色活动、圆桌会议、技术对接五大板块，38场活动，其中包括举办第 二届"一带一路"科技创新部长会议。本届大会将为加快构建"一带一路"科技创新伙伴关系网络、促进科 技成果惠及各国人民，打造开放包容、互学互鉴的机制化交流平台。 四川省副省长李文清表示，重要活动方面，6月11日上午，举办开幕式暨全体大会，将支持中国科学家 牵头发起新的大科学计划、启动中国成渝地区"一带一路"科技合作"双千"计划等合作计划。下午，举 行"一带一路"科技创新部长会议；主题活动方面，聚焦传统医学、空间信息、碳达峰碳中和等重点领 域，将举办人工智能赋能可持续发展论坛、"一带一路 ...