瑞银资产管理公司全球主权市场策略与咨询主管马克斯•卡斯泰利表示，这些担忧表明，"非常明显"的 是，关税措施改变了储备管理者对美元的看法。 调查称，29%的受访者希望减少对美国资产的敞口，以应对近期的事态发展。然而，在未来一年，25% 的央行表示，在剔除那些希望增加美元敞口的央行后，它们预计将减少美元敞口，略低于过去一年。 卡斯泰利说:"当你问:你认为美元的主导地位真的会发生重大变化吗?答案是否定的。"他补充称，储备管 理者需要时间进行调整。 近80%的受访者预计，美元(目前占外汇储备的58%)仍将是全球储备货币。在未来一年，黄金是最大的 赢家，52%的央行希望增加黄金储备。 卡斯泰利表示，这主要反映出新兴市场央行对制裁风险的担忧，主要涉及存放在美国的黄金。特朗普的 政策也重新引发了德国对其央行黄金储备的质疑，其中一些黄金储备存放在纽约联邦储备银行。 智通财经APP获悉，瑞银资产管理公司周四公布的一项调查显示，三分之二的央行管理者担心美联储的 独立性受到威胁，近一半的官员认为美国的法治可能会恶化到足以严重影响他们的资产配置。 近40家央行中有35%认为，美国可能会要求盟友将长期债务转换为其他工具，如超长期零息债 ...

瑞银调查显示，65%的受访者认为美联储独立性面临风险，47%的人认为风险法治恶化到足以影响资产 配置。 ...

Core Viewpoint - The article highlights the advancements in marine renewable energy research led by a team from Shandong Province, showcasing their contributions to technology development and commercialization in this field [1][4]. Group 1: Research and Development - The team has been engaged in marine renewable energy research since 2008, witnessing significant progress from laboratory studies to engineering applications [4]. - Key technological breakthroughs include efficient wave energy capture and stable conversion, addressing critical challenges in the field [4]. - The team has developed a series of wave energy prototype devices tailored to China's marine conditions, paving the way for independent innovation in energy extraction [4]. Group 2: Collaboration and Application - Through deep collaboration with enterprises, the team has established diverse application scenarios in island fishing villages and research platforms, accelerating the commercialization of wave energy [4]. - Their technologies have been applied by dozens of enterprises and research institutions, generating over 400 million yuan in economic benefits [4]. Group 3: Achievements and Recognition - The team has received the Shandong Provincial Technology Invention First Prize and has been recognized as a "National Model Teacher Team" [4]. - The team leader has been appointed as a distinguished professor under the Taishan Scholar program in Shandong Province, with three team members included in the National High-Level Talent Support Program [4]. Group 4: Future Directions - Future developments in wave energy technology are expected to focus on large-scale and specialized applications, supporting power supply for remote islands and deep-sea aquaculture [5]. - The team is currently constructing a national-level sea condition testing platform to further enhance their research capabilities [5]. - The commitment to transforming technology into practical energy solutions for coastal communities remains a driving force for the team [5].

鲍威尔的态度成为这场风波的核心悬念。他多次拒绝透露，在明年 5 月四年主席任期届满后，是选择卸任，还是继续留任美联储理事会。从制度层面看，鲍 威尔在技术上完全可以担任理事直至 2028 年 1 月任期结束。这种不确定性迫使政府官员不得不未雨绸缪，为美联储主席继任者制定多套备选方案。而特朗 普的目标十分明确，他迫切希望找到一位能够坚定支持其经济议程的美联储主席，试图将货币政策纳入自己的施政轨道。 特朗普曾在周二自信满满地宣称，自己心中已有 "两三个顶级人选" 可能接替鲍威尔，但却对具体姓名讳莫如深。更具戏剧性的是，据知情人士透露，最近 几周，特朗普的顾问甚至脑洞大开，与他讨论过让贝森特同时担任财政部长和美联储主席的可能性。这一设想如若成真，将彻底打破自 1935 年以来两项职 务分立的传统，在金融界和政界引发强烈震动。不过，白宫官员迅速出面辟谣，坚称相关报道是 "彻头彻尾的假新闻"，财政部发言人也引用贝森特本人的 表态，称其对现职颇为满意。 Juno markets发现当美国总统特朗普将目光聚焦于美联储主席的人选更替时，一场充满火药味的政治与经济博弈在华盛顿悄然上演。特朗普及其顾问团队试 图为美联储寻找新舵手， ...

Core Viewpoint - The uncertainty surrounding Federal Reserve Chairman Jerome Powell's potential departure has prompted the Trump administration to consider multiple candidates for his successor, with a focus on someone who aligns with Trump's economic agenda [1][2]. Group 1: Succession Planning - Trump has indicated he has "two or three top candidates" in mind to replace Powell but has not disclosed their names [1]. - Discussions have occurred regarding the possibility of appointing Treasury Secretary Steven Mnuchin to serve simultaneously as both Treasury Secretary and Federal Reserve Chairman, which would break a long-standing tradition [1]. - Powell's potential continuation in his role has led to speculation about the administration's approach to selecting a successor who would be compliant with Trump's policies [2]. Group 2: Political Dynamics - The current political climate surrounding the Federal Reserve is more sensitive than usual, with Powell's silence on his future causing frustration among Trump's advisors [2][3]. - Trump's ability to reshape the Federal Reserve Board is limited, as current board member Adriana Kugler's term ends in January, providing only one opportunity to fill a vacancy before Powell's term ends [2]. - The nomination of a new chairman requires Senate approval, and the narrow Republican majority means Trump can afford to lose only three votes [3]. Group 3: Powell's Influence - If Powell remains on the Board, he can still influence interest rate decisions through the Federal Open Market Committee, which consists of 19 members [4]. - The potential new chairman's influence on monetary policy is uncertain, especially if the candidate is not from the current Board [4]. - Powell's established loyalty among current Board members may provide him with leverage, regardless of who succeeds him [4].

Core Viewpoint - The China Securities Investor Services Center has nominated independent director candidates for Shangfeng Cement, marking the second public nomination of independent directors in A-shares, aimed at enhancing the participation of small and medium investors in corporate governance [1][2]. Group 1 - The nomination of independent directors by the China Securities Investor Services Center broadens the sources of nominations and protects the legal rights of small and medium investors [1][2]. - This initiative follows the State Council's April 2023 issuance of guidelines to improve the independent director nomination system, encouraging investor protection institutions to publicly solicit shareholder rights [1]. - The China Securities Investor Services Center's actions represent a shift from "recommendations by a few" to "participation by market entities" in the nomination process [1]. Group 2 - The public nomination enhances the transparency and fairness of independent director elections, effectively safeguarding the rights of small investors in corporate governance [2]. - Shangfeng Cement has announced a shareholder meeting to review the independent director nomination proposal, urging investors to participate in the public solicitation of voting rights [2]. - Investors can find specific participation methods in the solicitation announcement and can express support by voting in favor if they miss the public solicitation [2].

围绕下一届美联储主席人选的博弈正在加剧，鲍威尔对未来去向的沉默，贝森特兼任可能性的浮现，都 为美国货币政策的独立性前景注入了新的变数。 鲍威尔周二在与全球央行行长们的小组讨论中被问及任期问题时，他仅简短回应："关于此事，我无可 奉告。" 据媒体援引知情人士透露，鲍威尔的谨慎态度令特朗普的一些顾问感到沮丧，他们认为这是鲍威尔试图 抵制总统干预货币政策的一种方式。 文艺复兴宏观研究公司的经济研究主管Neil Dutta表示，鲍威尔不明确表态，恰恰是他此刻拥有的"筹 码"。Dutta认为："如果特朗普选择一个对总统要求唯唯诺诺的候选人，这正是鲍威尔可能留在理事会 的动机。" 如果鲍威尔选择留任理事，特朗普在任期内仅有一次预定的理事会席位任命机会，这将严重限制其重塑 美联储的能力。 特朗普周二表示已有"两到三个顶级候选人"接替鲍威尔，但拒绝透露具体人选。据彭博援引知情人士透 露，近几周来特朗普的顾问甚至与他讨论了让财政部长贝森特同时担任美联储主席的可能性。这将是自 1935年两职分离以来的史无前例之举。 鲍威尔将可以继续在由19人组成的联邦公开市场委员会（FOMC）中对利率决策施加影响，并可能团结 那些与他共事多年的 ...

独立董事提名人声明与承诺 提名人朱蓉娟， 现提名祖启为北海国发川山生物股份有限公司第十 一 届董事 会独立董事候选人， 并已充分了解被提名人职业、 学历、 职称、 详细的工作经历、 全部兼职、 有无重大失信等不良记录等情况。 被提名人已同意出任北海国发川山 生物股份有限公司第十 一 届董事会独立董事候选人（参见该独立董事候选人声 明）。 提名人认为， 被提名人具备独立董事任职资格， 与北海国发川山生物股份 有限公司之间不存在任何影响其独立性的关系， 具体声明并承诺如下： 一、 被提名入具备上市公司运作的基本知识， 熟悉相关法律、 行政法规、 规 章及其他规范性文件， 具有5年以上法律、 经济、 会计、 财务、 管理或者其他履 行独立董事职责所必需的工作经验。 被提名人已经参加培训并取得证券交易所认可的相关培训证明材料。 、 上海证券交易所自律监 管规则以及公司章程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《关千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《关千进 一 步规范党政领导干部 ...

Core Points - The article outlines the independent director system of Zhejiang Zhangguang Industrial Co., Ltd, aiming to enhance corporate governance and ensure compliance with relevant laws and regulations [1][2][3]. Group 1: General Provisions - The independent director is defined as a board member who does not hold any other position in the company and has no direct or indirect interests that could affect their independent judgment [2][3]. - Independent directors have a duty of loyalty and diligence to the company and all shareholders, and they must perform their responsibilities in accordance with laws, regulations, and the company's articles of association [2][3]. - The proportion of independent directors on the board must not be less than one-third, including at least one accounting professional [2][3]. Group 2: Qualifications of Independent Directors - Independent directors must maintain independence and cannot be individuals who have certain relationships or interests with the company or its major shareholders [5][6]. - Specific disqualifications include holding more than 1% of the company's shares, being employed by major shareholders, or having significant business dealings with the company [5][6]. - Independent directors must have at least five years of relevant work experience and possess basic knowledge of corporate operations and relevant laws [6][7]. Group 3: Nomination and Election of Independent Directors - The board of directors or shareholders holding more than 1% of the company's shares can propose candidates for independent directors, subject to election by the shareholders' meeting [11][12]. - The nomination process requires the consent of the nominee and a thorough understanding of their qualifications and independence [11][12]. Group 4: Responsibilities and Duties of Independent Directors - Independent directors are responsible for participating in board decisions, supervising potential conflicts of interest, and providing professional advice to enhance decision-making [18][19]. - They have the authority to independently hire intermediaries for audits or consultations and can propose the convening of shareholder meetings [19][20]. - Independent directors must attend board meetings and can delegate their voting rights to other independent directors if unable to attend [22][23]. Group 5: Performance and Reporting - Independent directors are required to submit annual reports detailing their attendance at meetings, participation in committees, and communication with shareholders [15][16]. - The company must provide necessary support and resources for independent directors to fulfill their duties effectively [32][33]. Group 6: Compensation and Rights - Independent directors are entitled to compensation that reflects their responsibilities, which must be approved by the board and disclosed in the annual report [36][37]. - The company must ensure that independent directors have equal access to information and resources necessary for their roles [33][34].

第一条 为进一步完善深圳市豪鹏科技股份有限公司（以下简称"公司"） 的治理结构，促进公司规范运作，为独立董事履职创造良好的工作环境，根据《中 华人民共和国公司法》 《上市公司独立董事管理办法》 （以下简称《管理办法》）、 《上市公司治理准则》《深圳证券交易所股票上市规则》《深圳证券交易所上市 公司自律监管指引第 1 号—主板上市公司规范运作》等法律、法规以及规范性文 件和《深圳市豪鹏科技股份有限公司章程》（以下简称《公司章程》）的相关规 定，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，并与公司及其 主要股东、实际控制人不存在直接或者间接利害关系，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，并应当按照相 关法律法规、中国证券监督管理委员会（以下简称"中国证监会"）、深圳证券 交易所（以下简称"深交所"）业务规则、《公司章程》和本制度的要求，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，维护公司整体 利益，保护中小股东合法权益。 第四条 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 ...