格隆汇8月12日｜A股市场房地产股普涨，其中，沙河股份涨停，电子城触及涨停，万通发展（维权） 涨超6%，深振业A涨超4%，上实发展涨超2%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 000014 | 沙河股份 | 1 | 10.04 | 34.49 乙 | 29.66 | | 600658 | 电子城 | | 9.96 | 64.21亿 | 31.05 | | 600246 | 万通发展 | 1 | 6.20 | 168亿 | 19.60 | | 000006 | 深振业A | 1 | 4.42 | 95.58 Z | -3.28 | | 002305 | *ST南置 | | 2.93 | 60.87 乙 | 76.38 | | 600748 | 上实发展 | | 2.11 | 71.57亿 | 7.78 | | 000029 | 深深房A | * | 1.77 | 221亿 | 44.95 | | 600683 | 京投发展 | | 1.63 | 32.30亿 | 14.74 | | 6000 ...

中美同意再暂停实施24%关税90天。A股三大指数小幅高开，沪指涨0.01%。深证成指涨0.01%，创业板 指涨0.06%。盘面上，地产股继续活跃，沙河股份、万通发展（维权）涨停；养殖业板块盘初拉升，晓 鸣股份、民和股份涨超6%；锂矿股回调，永杉锂业跌超5%，赣锋锂业跌超2%；稀土永磁概念低开，中 矿资源跌超5%，久吾高科跌超3%。(格隆汇) MACD金叉信号形成，这些股涨势不错！ ...

Group 1 - The article highlights the formation of MACD golden cross signals, indicating a bullish trend for certain stocks [1] - Several stocks are experiencing notable upward momentum as a result of these signals [1] - The article suggests that investors may find potential opportunities in stocks showing these technical indicators [1]

MACD金叉信号形成，这些股涨势不错！ 责任编辑：石秀珍 SF183 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ ...

Summary of Key Points Core Viewpoint - The report highlights the salary trends and demographics of CFOs in A-share listed companies for 2024, indicating a total salary scale of 4.27 billion yuan and an average annual salary of 814,800 yuan for CFOs in the A-share market. Group 1: Salary Overview - The total salary for CFOs in A-share listed companies reached 4.27 billion yuan, with an average annual salary of 814,800 yuan [1] - The highest salary recorded was 4.26 million yuan for Yang Shaolin, CFO of Haida Group, with a significant increase of 2.27 million yuan from the previous year [6] - 67% of CFOs experienced salary increases last year, while 28% saw declines [8] Group 2: Industry Breakdown - In the agriculture, forestry, animal husbandry, and fishery sector, the average salary for CFOs was 787,100 yuan, which is below the market average [1] - Among 22 CFOs in the agriculture, forestry, animal husbandry, and fishery sector, 5 had salaries exceeding 1 million yuan, with some companies generating over 100 billion yuan in revenue [6] Group 3: Demographics - The majority of CFOs are aged between 40 and 50 years, accounting for 43% of the total, while those aged 50 and above make up 42% [1] - The educational background shows that 48% of CFOs hold a bachelor's degree, 37% have a master's degree, and 16% have an associate degree [3] Group 4: Salary Distribution - The most common salary range for CFOs is between 500,000 and 1 million yuan, comprising 31% of the total [5] - There are 4 CFOs with salaries exceeding 2 million yuan, representing 5% of the total [5] - The lowest salary recorded was 150,000 yuan for Deng Li, CFO of Denghai Seeds [6] Group 5: Performance and Salary Changes - Companies like Tianbang Food and Yong'an Forestry saw revenue and net profit declines, yet their CFOs received salary increases [8] - In the planting industry, CFOs generally received lower salaries, with Zhang Xingtai from Xin Sai Co. earning only 280,000 yuan [8]

Core Viewpoint - The insurance and securities sectors are experiencing mixed performance, with significant capital inflows into the insurance securities ETF, indicating investor interest and potential growth opportunities in the market [1][2]. Group 1: Market Performance - As of August 7, 2025, the CSI 800 Securities and Insurance Index shows mixed performance among its constituent stocks, with Caida Securities leading with a 9.23% increase [1]. - The insurance securities ETF has seen continuous net inflows over the past eight days, with a peak single-day inflow of 25.05 million yuan, totaling 76.79 million yuan [1]. Group 2: Fundraising Activities - By August 1, 2025, 78 listed companies in A-shares have completed private placements, raising a total of 66.43 billion yuan, a year-on-year increase of 668.74% [1]. - Four banks, including China Bank, Postal Savings Bank, Transportation Bank, and Construction Bank, each raised over 100 billion yuan through private placements to supplement liquidity [1]. Group 3: Brokerage Opportunities - Brokerages are positioned to benefit from the expanding underwriting scale in the private placement market, which is expected to significantly enhance their related revenues [2]. - Strong capitalized brokerages can strategically allocate their own funds or asset management products to participate in high-quality targets during periods of low market valuations, potentially yielding excess investment returns [2]. - Active participation in private placements by brokerages not only creates value for themselves but also effectively supports the real economy and promotes healthy capital market development [2]. Group 4: Index Composition - As of July 31, 2025, the top ten weighted stocks in the CSI 800 Securities and Insurance Index account for 63.18% of the index, including major players like Ping An Insurance and CITIC Securities [3].

MACD金叉信号形成，这些股涨势不错！ 责任编辑：石秀珍 SF183 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ ...

国务院办公厅印发《关于逐步推行免费学前教育的意见》明确，从2025年秋季学期起，免除公办幼儿园 学前一年在园儿童保育教育费，不含伙食费、住宿费、杂费等。同时，民办幼儿园也可享受与公办幼儿 园"同等"减免水平，高出免除水平的部分可继续向在园儿童家庭收取。 简评：逐步推行免费学前教育是涉及千家万户、事关长远发展的重要惠民举措。与近期落地的育儿补贴 类似，政策再聚焦免费学前教育，将有助于降低育儿成本，进而更好激发消费潜力、提升市场活力。往 后看，更多育儿利好配套政策有望出台，如进一步完善教育、医疗、住房、就业等配套服务等。 央行等七部门联合印发金融支持新型工业化指导意见，坚持分类施策、有扶有控，推动产业加快迈向中 高端，防止"内卷式"竞争。《意见》明确，到2027年建成适配制造业高端化、智能化、绿色化发展的成 熟金融体系，推动贷款、债券、股权等工具联动发力。 简评：工业是立国之本，是经济社会高质量发展的基石。《意见》对于金融支持新型工业化提出了总体 要求，通过对照新型工业化重点任务，构建全覆盖、差异化、专业性金融服务体系，形成了金融支持新 型工业化的清晰路径，进而增强金融支持新型工业化的强度、精度、效度。 【博时市 ...

Group 1 - The article discusses the recent performance of gold, which has broken a previous pattern and shows bullish signals with a target range of 3420-40 [3] - Oil prices are under pressure, with a focus on the previous low levels and potential for a rebound if certain technical indicators align [4] - The US dollar is experiencing a narrowing trading range between 99.5 and 98.3, indicating a period of consolidation [5] Group 2 - The domestic gold target of 782 has been reached, with further attention on the breakout potential towards 790 [6] - Important economic events are scheduled, including Eurozone retail sales and US EIA crude oil inventory data, which may impact market movements [7]

本报记者 杨 洁 近期，受经济复苏预期转暖、股市成交活跃等因素的影响，债市出现震荡。 在光大证券分析师王一峰看来，7月下旬股票、商品市场波动对流动性与债券市场产生了较大影响，叠 加月末信贷投放冲量、政府债供给加码、机构跨月备款需求提升等扰动因素，资金面明显收紧，市场呈 现较为明显的"股债跷跷板"效应。 在债券市场出现较为明显的调整时，部分银行理财产品净值也出现不同程度的回撤。那么，投资者该如 何应对？ 部分理财产品因债市调整现净值回撤 业内人士建议，理财公司可通过久期、杠杆策略增厚收益 "债券的票息特性决定了债市是天然的多头市场。"前述银行理财子公司人士表示，从长期表现来看，我 国债券市场总体呈现"牛长熊短"的格局，在过去的多轮调整中，债券市场均能快速完成修复。理财是与 时间为友的过程，长期持有可以减少非理性决策的成本，并享受债市修复后的收益机会。 站在当前时点，银行理财子公司该如何调整理财产品资产端配置策略？ 农银理财方面表示，面对本轮债市调整，将通过调降产品久期和杠杆、增加同业存单等流动性仓位配置 等防守策略进行积极应对。下一步，将在保持产品流动性的基础上，规避投资波动较大的券种，控制净 值回撤，并积极关 ...