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金十数据全球财经早餐 | 2025年12月8日
Jin Shi Shu Ju· 2025-12-07 23:05
男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 贝森特:美国到今年年底将实现3%的GDP增长 哈马斯称愿在推动巴勒斯坦建国框架下讨论解除武装问题 美国9月核心PCE物价指数年率意外回落 白宫经济委员会主任哈塞特:未与特朗普讨论美联储主席人选问题 何立峰与美国财政部长贝森特、贸易代表格里尔举行视频通话 中国央行连续第13个月增持黄金 百度:正就分拆昆仑芯进行上市进行评估 市场盘点 上周五,美国9月核心PEC年率意外回落至2.8%,创三个月低位,美元指数最终收跌0.08%,报98.99;美债收益率升至数周最高水平,投资者预计美联储将 鹰派降息,基准的10年期美债收益率最终收报4.1410%,对美联储政策利率敏感的2年期美债收益率收报3.5710%。 现货黄金盘中短线拉升,一度逼近4260关口,但随后高位回落,回吐日内全部涨幅,收于4200整数关口下方,最终收跌0.27%,报4197.13美元/盎司;现货 白银历史性地站上59关口,连续第二日创纪录新高,最终收涨2.03%,报58.3美元/盎司。 国际要闻 1、美国 ...
周末市场消息精选与板块
Sou Hu Cai Jing· 2025-12-07 15:14
Group 1: Securities Industry Overview - As of September 2025, the total assets, net assets, and net capital of the securities industry are projected to reach 14.51 trillion yuan, 3.27 trillion yuan, and 2.39 trillion yuan respectively, showing significant growth compared to 2021 [2] - The cumulative operating income of the entire industry is expected to exceed 2 trillion yuan, with cumulative net profit surpassing 800 billion yuan [2] - The asset management business scale of the securities industry is anticipated to exceed 9 trillion yuan, and the scale of financial products sold is expected to exceed 4 trillion yuan, reflecting a growth of over 50% since the end of 2021 [2] Group 2: Fund Management Regulations - The draft guidelines for performance assessment of fund management companies have been released, emphasizing performance evaluation and linking various indicators to profitability [3] - Regulatory requirements mandate that senior executives and fund managers increase their investment in their own funds, with at least 30% of their annual performance compensation tied to the purchase of their company's funds [3] - Fund managers' performance compensation will be closely linked to fund performance, with significant reductions in compensation for those whose products underperform benchmarks by over 10 percentage points and have negative profit margins [3] Group 3: Market Trends and Projections - The Chinese cultivated diamond market is expected to exceed 100 billion yuan by 2030, with China currently holding about 63% of the global production capacity [4] - The global first panoramic drone, Yingling A1, recorded over 200 million yuan in sales on its first day, topping sales charts across multiple platforms [5] - OpenAI plans to respond to Google's Gemini 3 with the upcoming release of GPT-5.2, which is now expected to launch on December 9, ahead of its original schedule [6] Group 4: Commodities and Economic Indicators - Citic Securities indicates that the copper price is expected to gradually rise to 12,000 USD/ton by 2028, driven by a weak dollar and strategic importance in global supply chains [7] - The Ministry of Transport and the Ministry of Culture and Tourism have introduced measures to enhance cruise transportation and tourism services [8] - The Ministry of Industry and Information Technology plans to establish a standardization committee for quantum information, focusing on key areas such as quantum computing and communication [10] Group 5: Investment Opportunities - The silver market has seen significant growth, with silver prices reaching historical highs, making it an attractive investment for retail investors [10] - There has been a notable increase in state-owned enterprise mergers and acquisitions, with 265 events reported from January to November, reflecting a 14.22% year-on-year growth [11] - Recent inflation data in the U.S. supports the likelihood of the Federal Reserve lowering interest rates, which could positively impact the stock market [12]
祝贺潘建伟院士!
Ke Ji Ri Bao· 2025-12-06 07:55
Core Points - The "Tengchong Science Prize" was awarded to Professor Pan Jianwei for his pioneering experimental work in multi-particle interference metrology and free-space quantum transmission, making global secure quantum communication and the superiority of quantum computing a realistic possibility [1] Group 1 - Professor Pan Jianwei is a member of the Chinese Academy of Sciences and a professor at the University of Science and Technology of China [1] - His research focuses on quantum optics, quantum information, and the foundational issues of quantum mechanics [1] - Pan's achievements have been recognized multiple times, including selections in the "Top Ten Scientific Advances in China" and significant physics advancements by major scientific journals [1]
新华财经晚报:国家发展改革委全年下达以工代赈中央投资355亿元
Key Points - The National Development and Reform Commission has allocated a total of 35.5 billion yuan for the year, aiming to create over 1.1 million job opportunities for low-income individuals through labor-based assistance programs [2] - The People's Bank of China and the Monetary Authority of Macao have signed a bilateral currency swap agreement, increasing the swap scale from 30 billion yuan to 50 billion yuan to enhance financial stability and support bilateral trade [3] - The National Financial Regulatory Administration has announced a reduction in risk factors for various insurance company operations, including a decrease in risk factors for long-term stock holdings and export credit insurance [3] - The Ministry of Industry and Information Technology has initiated the establishment of a Quantum Information Standardization Technical Committee to enhance standardization in the quantum information sector [2] - The Wuhan Municipal Government has released a three-year action plan aiming for a retail sales total exceeding 1.07 trillion yuan by 2027, with significant growth targets in tourism and service sectors [5] - The Civil Aviation Administration of China has extended the free cancellation and modification policy for flights on Japan routes until March 28, 2026 [5]
工业和信息化部公示量子信息标准化技术委员会筹建方案
人民财讯12月5日电,工业和信息化部公示量子信息标准化技术委员会筹建方案,量子信息重点标准方 向主要包括基础共性、量子计算、量子通信、量子精密测量等。 ...
浙江“十五五”规划建议:聚焦人形机器人、脑机接口等领域,布局建设一批未来产业先导区
Core Viewpoint - The Zhejiang Provincial Committee emphasizes the integration of advanced manufacturing clusters to promote the upgrading of traditional industries, the growth of emerging industries, and the scientific layout of future industries [1] Group 1: Traditional Industry Upgrading - The initiative aims to implement "tenglong huan niao" (transformation) and "phoenix nirvana" actions to deepen the construction of national traditional manufacturing upgrade demonstration zones [1] - There will be a strong push for technological transformation, equipment updates, and ecological upgrades in traditional industries to enhance quality and technical capabilities [1] - Key industries such as green petrochemicals, textiles and apparel, electrical machinery, and home appliances will be prioritized for quality upgrades to strengthen their competitive positions [1] Group 2: Emerging Industry Development - The plan focuses on building new pillar industries, accelerating the development of clusters in artificial intelligence, new materials, new energy, aerospace, low-altitude economy, and biomedicine [1] - A future industry investment growth mechanism will be established to explore various technological routes, typical application scenarios, feasible business models, and market regulation rules [1] - Key areas for future industry development include humanoid robots, brain-machine interfaces, brain-like intelligence, quantum information, and biomanufacturing [1] Group 3: Service Industry Enhancement - The implementation of high-quality development projects in the service sector will be prioritized, aiming to improve the integration of modern services with advanced manufacturing and modern agriculture [1] - The initiative will promote the specialization and high-end extension of productive services and enhance the quality and diversity of life services [1]
传感器市场规模快速增长 产业集聚趋势显现
Zheng Quan Ri Bao Wang· 2025-11-30 11:24
Core Insights - The "2025 Sensor Conference" opened in Zhengzhou, focusing on the theme "Perceiving the World, Creating the Future," gathering representatives from various international organizations, universities, research institutions, and enterprises to discuss industry trends and application scenarios [1] Industry Growth - The sensor market is rapidly expanding, with a projected market size of 406.12 billion yuan in 2024 and an expected growth to 470 billion yuan in 2025, reflecting an annual growth rate of approximately 15%. By 2030, the market is anticipated to exceed 1 trillion yuan [2] - China has significant market potential and diverse application scenarios, positioning itself as a leader in the sensor industry despite some technological shortcomings. The country is particularly strong in areas like embodied intelligent robots and new energy vehicles, which require extensive sensor technology [2] Technological Development - The gap between Chinese sensor manufacturers and international leaders is narrowing, although challenges remain in advanced functional materials and manufacturing processes [3] - The integration of sensors with the semiconductor industry is a key focus for future development, with potential applications in low-altitude economy, embodied intelligence, quantum information, and biotechnology [3] Regional Development Trends - Various regions in China are actively developing their sensor industries, with cities like Zhengzhou, Wuhan, and Xi'an focusing on gas and infrared sensors, while the Beijing-Tianjin-Hebei region is enhancing MEMS technology and chip manufacturing [4] - Zhengzhou has become a hub for sensor-related enterprises, with over 2,900 companies and a market share exceeding 70% in gas sensors and 15% in gas detection instruments, leading the nation [4]
为高质量发展夯实人才根基
Jing Ji Ri Bao· 2025-11-29 21:59
坚持高质量发展是"十五五"时期经济社会发展必须遵循的原则之一。当前,世界百年变局加速演进,新 一轮科技革命和产业变革深入发展,创新成为驱动发展的新引擎。人才是第一资源、创新是第一动力, 创新驱动实质上是人才驱动。习近平总书记把人才工作摆在治国理政大局关键位置,强调"综合国力竞 争说到底是人才竞争""强起来要靠创新,创新要靠人才""国家发展靠人才,民族振兴靠人才"。当前和 今后一个时期,要把发挥人的创造力作为推动科技创新的核心,全面加强人才队伍建设,夯实高质量发 展的人才根基。 "十五五"时期,必须加快构建与高质量发展相契合、有力支撑中国式现代化的人才发展治理体系。推动 人才工作变革重塑、整体跃升,以制度创新破除体制机制障碍,强化政策集成与资源统筹,实现制度供 给与国家战略需求的精准对接、动态适配和高效耦合,激发人才发展内生动力与创新活力。 构建面向国家战略需求的人才集聚机制。基于科技前沿与产业变革趋势引育人才。围绕人工智能、生物 制造、量子信息等关键领域,建立动态人才需求预测与响应机制。国家实验室、高水平研究型大学和科 技领军企业等,既是国家战略科技力量的重要载体,也是汇聚高端智力的"强磁场",要推动"人才— ...
充分发挥经济大省挑大梁作用
Jing Ji Ri Bao· 2025-11-27 21:41
Core Viewpoint - The central government emphasizes the importance of major economic provinces in stabilizing the macro economy, promoting high-quality development, and ensuring regional coordination and public welfare [1][3]. Group 1: Economic Performance of Major Provinces - The top ten provinces in terms of GDP have all exceeded 4 trillion yuan, with Guangdong, Jiangsu, Shandong, Zhejiang, Sichuan, and Henan contributing 44.6% of the national economic total [1]. - Guangdong's secondary industry accounted for 39.7% of its total economy, with new economic sectors reaching 25.5% [2]. - Zhejiang's investment in emerging industries remains active, with high-tech and digital economy sectors growing significantly [2]. Group 2: Strategic Importance and Responsibilities - Major economic provinces are expected to take on more responsibilities in supporting national development strategies and must focus on solidifying their economic advantages [3]. - The government encourages these provinces to enhance their economic conditions and comparative advantages while prioritizing the real economy [3]. Group 3: Policy Recommendations - Policies should be tailored to support major provinces, including resource allocation for significant projects and incentives for exceeding growth targets [3]. - Investment should be directed towards strategic emerging industries such as information technology, renewable energy, and biomedicine, while also enhancing consumer market vitality [4]. Group 4: Innovation and Development - Focus on cutting-edge fields like artificial intelligence and biomedicine, establishing national laboratories and innovation platforms to drive technological advancement [4]. - Encourage collaboration between leading enterprises and research institutions to address critical challenges in key sectors [4]. Group 5: Internal Development Dynamics - Grant greater reform autonomy to major economic provinces, allowing them to explore innovative practices in market allocation and business environment optimization [5]. - Strengthen regional cooperation through urban clusters and industrial chain collaboration to enhance overall economic resilience [5].
国机仪器仪表集团与京东工业达成战略合作 共同推进行业数智供应链建设
Zhong Jin Zai Xian· 2025-11-27 06:08
Core Insights - The strategic cooperation agreement between China Machinery Industry Instrument Group and JD Industrial aims to enhance the digital supply chain in the instrument and meter industry, promoting cost reduction and efficiency improvements [1][3] - The instrument and meter industry is crucial for industrial production and automation, with significant growth driven by emerging technologies like AI and quantum information [1][2] - There is a notable gap between China's instrument and meter industry and international standards, with a need for self-sufficient supply chains and advancements in core technologies [2] Group 1: Strategic Cooperation - The partnership will leverage JD Industrial's "super supply chain" to achieve precise supply-demand matching in the instrument and meter sector [1][3] - JD Industrial will provide a comprehensive digital solution for procurement management, contract fulfillment, and financial reconciliation to support the supply chain transformation of China Machinery Industry Instrument Group [3][4] Group 2: Industry Development - The instrument and meter industry is part of the "five basics" of industrial production, and there is a focus on developing high-end instruments to reduce reliance on imports [2] - The cooperation aims to enhance the overall efficiency of the supply chain by addressing the traditional complex distribution model and improving information transmission [4][6] Group 3: Future Outlook - JD Industrial plans to continue expanding its partnerships with well-known instrument brands, enhancing its product offerings and supporting the digital transformation of the industry [5][6] - The collaboration is expected to contribute to the high-quality development of the instrument and meter industry, with a focus on digital and intelligent supply chain solutions [5][6]