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美国参议院民主党警告称(上周特朗普达成的)中东芯片交易危及美国国家安全,沃伦、舒默就此致信商务部长卢特尼克和国务卿鲁比奥。
news flash· 2025-05-19 21:14
美国参议院民主党警告称(上周特朗普达成的)中东芯片交易危及美国国家安全,沃伦、舒默就此致信 商务部长卢特尼克和国务卿鲁比奥。 ...
国安部提醒:这种流量“蹭”不得
Yang Shi Xin Wen· 2025-05-18 23:04
《中华人民共和国反间谍法》第六条规定,国家安全机关是反间谍工作的主管机关。《互联网用户账号 信息管理规定》第八条规定,互联网用户注册、使用账号信息,不得假冒、仿冒、捏造政党、党政军机 关、企事业单位、人民团体和社会组织的名称、标识等。据统计,近年国家安全机关已协助有关部门查 处仿冒账号237个,关停违法网站46个,教育训诫相关人员89名。 广大群众如发现涉及仿冒国家安全机关账号、非法兜售国家安全机关警用标识或冒充国家安全机关工作 人员等相关线索,可通过12339国家安全机关举报受理电话、网络举报平台(www.12339.gov.cn)、国 家安全部微信公众号举报受理渠道或者直接向当地国家安全机关进行举报。 (总台央视记者 宋琎) 抵制非法兜售国家安全机关警用标识的行为 国家安全机关工作发现,个别企业和网店个体户为了谋取利益,铤而走险,利用广大网友的猎奇心理, 借助国安工作的神秘性,打着国家安全机关的旗号兜售非法产品、赚取高额利润,造成负面影响。某电 商平台网店利用网友对国家安全机关标识的喜爱,非法兜售自制国家安全机关警用徽章、肩章、臂章等 物品,借此提升店铺曝光度,在实现线上快速拓客的同时,带动其他商品快速获 ...
国防军工本周观点:内贸及军贸仍是需求牵引-20250518
Huafu Securities· 2025-05-18 12:52
Investment Rating - The report maintains an "Outperform" rating for the defense and military industry [4]. Core Insights - The core viewpoint emphasizes that domestic trade and military trade continue to drive demand in the industry [10][48]. Summary by Sections Industry Overview - The "New Era of China's National Security" white paper was released on May 12, outlining China's strategic focus on national security and its interaction with global stability [48]. - Recent defense sales agreements were made with Saudi Arabia, Qatar, and the UAE, totaling approximately $4.3 billion, indicating strong international demand for military equipment [49][50][51]. Market Performance - The military industry index (801740) decreased by 1.18% from May 12 to May 16, underperforming compared to the Shanghai and Shenzhen 300 index, which increased by 1.12% [19]. - The military index has increased by 0.68% since 2025, while the Shanghai and Shenzhen 300 index has decreased by 1.16%, showing relative strength in the long term [21]. Investment Opportunities - The report identifies three main investment lines: domestic trade, foreign trade, and self-sufficiency [54]. - Domestic Trade: Companies such as Tianqin Equipment, Gaode Infrared, and others are highlighted [54]. - Foreign Trade: Companies like Guangdong Hongda and Aerospace Rainbow are recommended [55]. - Self-Sufficiency: Companies involved in commercial engines and nuclear fusion are noted [56]. Financial Insights - As of May 16, the military industry index has a TTM price-to-earnings ratio of 65.05, indicating a high valuation but potential for recovery in demand by 2025 [53][38]. - Passive fund inflows into military ETFs have increased, suggesting a positive outlook for the sector [32].
外交部驻港公署正告美方政客!
Zheng Quan Shi Bao· 2025-05-18 02:49
(原标题:外交部驻港公署正告美方政客!) 外交部驻港公署正告美方政客:威胁恫吓撼动不了中方维护国家安全的决心。 更早之前,香港特区政府昨日(5月17日)严正发声,强烈谴责美国参议员提出所谓"法案",企图将香 港法官及检控官列入"制裁"名单的卑劣行径。这种政治操弄公然恫吓依法履职的特区人员,是对国家安 全事务的粗暴干涉! 香港特区政府发言人表示,香港国安法实施近五年来,特区执法司法部门始终严格依法办事,所有行动 基于证据与法律,无关政治立场。律政司独立检控,司法机关公正审判,香港法治成就有目共睹。美方 政客对事实视而不见,妄图用政治手段破坏香港司法独立,其行径严重违反国际法,我们嗤之以鼻! 香港特区政府发言人强调,香港无惧任何威胁,必将坚定不移维护国家安全,确保"一国两制"行稳致 远。我们正告美方:立即停止干预中国内政,任何破坏香港法治的阴谋绝不会得逞! 外交部驻港公署发言人表示,在香港国安法律护佑下,特区社会秩序井然,法治得到捍卫,正义得到伸 张,市民合法权利得到更好保障。特区司法检控人员依照法律规定、根据法定职权、遵循法定程序秉公 独立办案,不容干预抹黑。 外交部驻港公署发言人指出,美个别政客公然践踏法律公 ...
李嘉诚不服气,长和集团就港口交易连夜发声,重压下的求生策略
Sou Hu Cai Jing· 2025-05-14 08:17
其实李嘉诚,打心眼里他还是想要卖的。 5月12号深夜长和发布了公告原本计划在5月22日股东周年大会上,就港口交易进行回应,但鉴于当下的形势,提前做出了回应,而此交易 绝不可能在任何不合法,或者不合规的情况下进行,公告中还强调交易是否完成,它取决于一系列的条件,包括法律和监管部门的同意以 及批准,以及获得公司股东们的必要批准,等等等等,要说起声明,说要表达的意思也非常的简单,那就是我想卖,但是监管不允许。 选择在深夜发表声明,其实有他们长和的算计,而声明措辞,明显比以前他们的张狂的态度,软化了很多,他现在这么做,其实有三层的 用意,首先就是要制造舆论,一旦卖不成的话,也有理由向股东做个交代。第二,他声明和强调长和,是严格的遵守相关的法律和审查, 一来要向外界表明,长和是老老实实的做合法生意,二来也是向政府监管部门,服软的一种表现。除了上述两点,其实长和还暗藏着一 层,就是利用舆论达到目的,然后舆论一起来,那就能够形成对社会的压力,这社会压力一起来,就有可能,最终促成他们出卖港口的交 易。 长实集团港口交易的声明,它揭开了商业交易和地缘政治,国家战略相互交织的一种复杂局面,他最终的走向,不仅关乎着长和集团的未 来 ...
申银万国期货早间策略-20250513
1. Report Industry Investment Rating - Not mentioned in the provided content 2. Core View of the Report - The release of the joint statement on China-US economic and trade high - level talks, along with favorable policies from the State Council Information Office, and the positive outcome of the China - US tariff negotiation, are short - term positive factors for the stock market. With the current low valuation levels of major Chinese indices, there is a high cost - effectiveness for medium - and long - term funds to enter the market. It is expected that the stock index will break through upwards, so futures should be treated as bullish, and a wide - straddle buying option strategy can be used for stock index options to capture the trend after the direction is chosen [2] 3. Summary by Relevant Catalogs 3.1 Stock Index Futures Market - **IF Contracts**: The previous day's closing prices of IF contracts (current month, next month, next quarter, and far - quarter) were 3885.00, 3853.00, 3786.60, and 3749.60 respectively, with increases of 45.80, 47.00, 45.00, and 44.40. The trading volumes were 31355.00, 61843.00, 13346.00, and 3543.00, and the open interest increased by 2092.00, 14106.00, 2998.00, and 1453.00 respectively. The price - to - price spreads of the CSI 300 index were 1.19, 1.23, 1.20, and 1.20 [1] - **IH Contracts**: The previous day's closing prices of IH contracts were 2703.80, 2686.60, 2653.20, and 2649.00, with increases of 20.00, 20.40, 21.20, and 22.20. The trading volumes were 13936.00, 31684.00, 5559.00, and 1311.00, and the open interest increased by 854.00, 7500.00, 1600.00, and 520.00 respectively. The price - to - price spreads of the SSE 50 index were 0.75, 0.77, 0.81, and 0.85 [1] - **IC Contracts**: The previous day's closing prices of IC contracts were 5786.00, 5688.00, 5524.60, and 5417.80, with increases of 81.20, 82.80, 69.60, and 68.20. The trading volumes were 25583.00, 52449.00, 12705.00, and 5584.00. The open interest of the current - month contract decreased by 2319.00, while the others increased by 2505.00, 1668.00, and 1743.00 respectively. The price - to - price spreads of the CSI 500 index were 1.42, 1.48, 1.28, and 1.27 [1] - **IM Contracts**: The previous day's closing prices of IM contracts were 6151.60, 6037.00, 5843.40, and 5702.20, with increases of 94.00, 93.00, 84.60, and 82.20. The trading volumes were 40716.00, 134023.00, 29274.00, and 8380.00. The open interest of the current - month contract decreased by 6527.00, while the others increased by 5031.00, 2040.00, and 1059.00 respectively. The price - to - price spreads of the CSI 1000 index were 1.55, 1.56, 1.47, and 1.46 [1] - **Inter - month Spreads**: The current inter - month spreads of IF, IH, IC, and IM were - 32.00, - 17.20, - 98.00, and - 114.60 respectively, compared to the previous values of - 31.60, - 17.40, - 97.60, and - 111.00 [1] 3.2 Stock Index Spot Market - **Major Indexes**: The previous values of the CSI 300, SSE 50, CSI 500, and CSI 1000 indexes were 3846.16, 2684.01, 5793.67, and 6082.08, with price - to - price spreads of - 0.17, 0.17, 1.26, and - 1.23 respectively. The trading volumes (in billion lots) were 119.39, 32.78, 135.82, and 189.22, and the total trading amounts (in billion yuan) were 2166.98, 603.26, 1994.27, and 2428.10 [1] - **Industry Indexes**: Among the CSI 300 industry indexes, the price - to - price spreads of energy, raw materials, industry, optional consumption, major consumption, medical and health, real estate and finance, information technology, telecommunications services, and public utilities were 0.32%, - 0.45%, - 0.17%, 0.06%, 0.27%, 0.18%, 0.37%, - 1.80%, - 0.93%, and 0.59% respectively [1] 3.3 Futures - Spot Basis - **IF Contracts**: The previous values of the basis between IF contracts (current month, next month, next quarter, and far - quarter) and the CSI 300 index were - 5.61, - 37.61, - 104.01, and - 141.01, compared to the previous two - day values of - 5.96, - 37.56, - 102.56, and - 139.36 [1] - **IH Contracts**: The previous values of the basis between IH contracts and the SSE 50 index were - 0.51, - 14.71, - 47.91, and - 51.91, compared to the previous two - day values of - 5.90, - 24.30, - 56.70, and - 59.70 [1] - **IC Contracts**: The previous values of the basis between IC contracts and the CSI 500 index were - 19.32, - 116.92, - 265.92, and - 370.92, compared to the previous two - day values of - 21.81, - 113.81, - 258.61, and - 361.01 [1] - **IM Contracts**: The previous values of the basis between IM contracts and the CSI 1000 index were - 25.88, - 136.88, - 322.48, and - 461.28, compared to the previous two - day values of - 30.48, - 139.28, - 328.08, and - 465.88 [1] 3.4 Other Domestic and Overseas Indexes - **Domestic Indexes**: The previous values of the Shanghai Composite Index, Shenzhen Component Index, Small and Medium - sized Board Index, and ChiNext Index were 3342.00, 10126.83, 6294.71, and 2011.77, with price - to - price spreads of - 0.30%, - 0.69%, - 0.62%, and - 0.87% respectively [1] - **Overseas Indexes**: The previous values of the Hang Seng Index, Nikkei 225, S&P Index, and DAX Index were 22867.74, 37503.33, 5659.91, and 23499.32, with price - to - price spreads of 0.40%, 1.56%, - 0.07%, and 0.63% respectively [1] 3.5 Macro Information - China - US economic and trade high - level talks released a joint statement. The US will cancel 91% of the additional tariffs, and China will cancel 91% of the counter - tariffs. Both sides will suspend the implementation of 24% "reciprocal tariffs" and relevant counter - measures. A mechanism will be established for further consultations [2] - The Xinhua News Agency published a commentary, stating that rational expectations should be held for the China - US economic and trade talks, and the long - term, complex, and arduous nature of eliminating differences should be recognized [2] - The Minister of Commerce, Wang Wentao, held a round - table meeting with foreign - trade enterprises, indicating that the Ministry of Commerce will coordinate domestic economic work and international economic and trade struggles to support foreign - trade enterprises [2] - The State Council Information Office released the first white paper on "China's National Security in the New Era" [2] 3.6 Industry Information - In April 2025, China's automobile production and sales were 2.619 million and 2.59 million, with year - on - year increases of 8.9% and 9.8% respectively. New - energy vehicle production and sales were 1.251 million and 1.226 million, with year - on - year increases of 43.8% and 44.2% respectively. Automobile exports were 517,000, with a year - on - year increase of 2.6%. From January to April 2025, the production and sales exceeded 10 million for the first time [2] - Since the implementation of the automobile trade - in policy in 2024, the cumulative subsidy applications have exceeded 10 million. As of May 11, 2025, the subsidy applications reached 3.225 million, with new - energy vehicles accounting for over 53% [2] - Ping An Trust plans to lower the threshold of insurance - trust products to below 1 million yuan, which would be the first in the trust industry [2]
鹏华基金陈龙:国防军工进入主升行情,粮食板块迎“战略红利”
Zhong Guo Jing Ji Wang· 2025-05-13 00:59
Group 1: Defense and Military Industry - The defense and military industry is experiencing a historic opportunity due to three overlapping turning points: accelerated order replenishment, the finalization of the 14th Five-Year Plan, and the end of the inventory destocking cycle in the aviation engine sector [2][3] - The demand for military equipment, such as missiles and long-range artillery, is seeing a historical increase as the 14th Five-Year Plan approaches its conclusion, indicating a strong recovery in industry prosperity [2] - The upcoming 15th Five-Year Plan is expected to bring new policy dividends, further enhancing growth prospects for the industry [2] - Investment opportunities are identified in low-altitude economy and military intelligence sectors, which are expected to benefit from structural shifts in military spending and have long-term growth potential in military trade exports [2] Group 2: Food Security Sector - Food security is recognized as a cornerstone of national security, with strategic synergies between defense and food security [3] - The government is accelerating agricultural upgrades through policies such as increased subsidies for agricultural machinery and the promotion of seed technology, which are expected to enhance crop yields and reduce costs [3] - The food industry is anticipated to benefit from a dual drive of policy support and technological upgrades, with a focus on the industrialization of biological breeding and leading seed companies [3] - The food sector is entering a stabilization phase, with domestic grain prices bottoming out, providing support for valuation recovery [3] Group 3: Investment Tools and Strategies - The rapid development of ETFs in recent years offers ordinary investors efficient ways to invest in national security themes, particularly in defense and food sectors [4] - The defense ETF focuses on high-prosperity segments such as aerospace and military enterprises, while the food ETF targets seed revitalization and agricultural machinery, reinforcing food security [4] - Investors are advised to consider their risk tolerance and appropriately allocate between these two types of ETFs to enhance portfolio stability and achieve sustainable returns over the long term [4]
国安部提醒:严禁在涉密场所使用智能穿戴设备
news flash· 2025-05-12 22:43
国安部提醒:严禁在涉密场所使用智能穿戴设备 智通财经5月13日电,记者从国家安全部了解到,在数字化时代的今天,智能手表、智能手环、智能眼 镜等智能穿戴设备,以其便捷性、功能多样性在社会面迅速普及,它们不仅可以记录健康数据、提供导 航服务,还能实现远程通信和信息推送。但这些便利功能的背后,却存有一定的泄密风险,需要我们加 以防范。一块手表、一枚手环,或许就是守护国家安全的"第一道闸门",我们在享受科技便利的同时, 更要守护好个人隐私和国家秘密,谨防智能穿戴设备失密泄密,共同守护智能时代的国家安全。严禁在 涉密场所使用智能穿戴设备,禁止将智能穿戴设备与涉密信息系统连接。涉密场所的入口处、办公区域 等显著位置建议设置警示标识,并配备专门的电磁隔离保管箱,对进入涉密场所人员的电子设备进行集 中保管,从源头上避免失泄密隐患。 (央视新闻) ...
我国首部国家安全白皮书发布 有关部门负责人答记者问
news flash· 2025-05-12 07:59
其中提到,中国始终按照相互尊重、和平共处、合作共赢的原则处理中美关系,致力于中美关系稳定、 健康、可持续发展。中国不惹事也不怕事,谈,我们大门敞开,打,中国也将奉陪到底,施压和威胁绝 不是同中国打交道的正确方式。维护发展权利是中国国家安全的红线之一,维护国家利益也是中国国家 安全的基本要求。正如白皮书指出的,中国不觊觎他国权益,不嫉妒他国发展,但决不放弃自身正当权 益,在原则问题上寸步不让。中国有决心有信心有能力应对美国关税冲击,致力于维护多边贸易体制, 维护国际公平正义。中国国家安全将变压力为动力,把应对美国冲击视为加快构建新安全格局、推进国 家安全体系和能力现代化的战略机遇。 ...
为发期刊 高校学者偷贩涉密敏感数据!国安部披露间谍案细节
news flash· 2025-05-10 23:31
Core Viewpoint - Recent activities by foreign entities and individuals have posed significant threats to national security in key areas such as economy, livelihood, and technology, highlighting the need for increased awareness and protective measures within the country [1] Group 1: National Security Threats - Foreign organizations and individuals have engaged in intelligence theft activities targeting important sectors of the economy and technology, which severely endangers national security [1] - Some domestic individuals exhibit a lack of legal and national security awareness, leading to the unauthorized transmission of sensitive data abroad for personal gain [1] Group 2: Case Study - A scholar from a domestic university contacted a foreign non-governmental organization, attempting to exchange internal data for opportunities to publish in prestigious international journals, thereby seeking to enhance personal academic reputation [1] - National security agencies promptly identified and addressed this risk, effectively safeguarding national secrets and mitigating potential threats [1]