投资结构优化

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每日债市速递 | 国债期货收盘全线下跌
Wind万得· 2025-07-24 22:32
// 债市综述 // 1. 公开市场操作 央行公告称,7月24日以固定利率、数量招标方式开展了3310亿元7天期逆回购操作,操作利率1.40%,投标量3310亿元,中标量3310亿元。Wind数据显 示,当日4505亿元逆回购到期,据此计算,单日净回笼1195亿元。 (*数据来源:Wind-央行动态PBOC) 2. 资金面 银行间市场资金面进一步收敛,资金供给继续减少。盘中存款类机构隔夜回购加权利率(DR001)涨近28bp,升破1.65%关口。 海外方面,最新美国隔夜融资担保利率为4.28%。 (IMM) (*数据来源:Wind-国际货币资金情绪指数、资金综合屏) 3. 同业存单 全国和主要股份制银行一年期同业存单二级最新成交在1.64%附近。 (*数据来源:Wind-同业存单-发行结果) 4. 银行间 市场中长债收益率上行3bp左右,国债期货大幅收跌,30年期主力合约跌0.92%。 | (*数据来源:Wind-成交统计BMW) | | --- | 10年期主力合约跌0.29% 5年期主力合约跌0.21% 2年期主力合约跌0.07% (*数据来源:Wind-国债期货) // 要闻资讯 // 5. 近期城投债 ...
上海健麾信息技术股份有限公司关于部分转让私募投资基金份额的公告
Shang Hai Zheng Quan Bao· 2025-07-24 20:53
证券代码:605186 证券简称:健麾信息 公告编号:2025-023 上海健麾信息技术股份有限公司 关于部分转让私募投资基金份额的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示: ● 上海健麾信息技术股份有限公司(以下简称"公司")将其持有并尚未完成实缴的1,500.00万份上海弘 盛厚德私募投资基金合伙企业(有限合伙)(以下简称"弘盛厚德")基金份额转让给黄志鸿,转让价格 为人民币 0元。上述财产份额转让完成后,公司持有弘盛厚德基金份额1,500万份。 一、交易概述 公司于2023年参与投资设立私募投资基金弘盛厚德,该基金规模为人民币5.7071亿元,存续期限 7 年, 投资目标为从事医疗健康行业的创业投资活动。其中,公司为一般有限合伙人,认缴出资人民币 3,000.00万元,公司实缴1,500.00万元),认缴出资比例5.2566%。 为优化公司投资结构与布局,经友好协商,近日,公司与黄志鸿签署《基金份额转让协议》(以下简 称"转让协议")。根据转让协议约定,公司将尚未实缴的1,500.00万元认缴出 ...
高技术产品产量保持良好增势!东莞公布今年1-5月经济数据
Nan Fang Du Shi Bao· 2025-06-27 03:43
Economic Overview - Dongguan's economy maintained overall stability in the first five months of 2025, focusing on high-quality development and implementing various policy measures [2] Industrial Production - The industrial added value of enterprises above designated size increased by 5.5% year-on-year. Key industries showed rapid growth, with electronic information manufacturing up by 9.2%, electrical machinery and equipment manufacturing up by 9.5%, and chemical manufacturing up by 12.2% [3] - New momentum industries also grew quickly, with advanced manufacturing and high-tech manufacturing added value increasing by 7.8% and 9.2% respectively. High-tech product output saw significant increases, with servers up by 380.9%, integrated circuits by 85.9%, sensors by 80.8%, and complete electronic computers by 42.6% [3] Foreign Trade - The total foreign trade import and export volume reached 615.85 billion yuan, a year-on-year increase of 17.4%. Imports were 244.11 billion yuan, up by 28.5%, while exports were 371.74 billion yuan, up by 11.2% [4] - In May, the total foreign trade volume grew by 10.7% year-on-year, with imports increasing by 14.2% and exports by 8.6% [4] Consumer Market - The total retail sales of social consumer goods reached 186.281 billion yuan, a year-on-year increase of 4.4%, with a 0.4 percentage point increase compared to the first four months [5] - Dining revenue grew by 2.5%, while retail sales of goods increased by 4.8%. Sales of products related to trade-in programs saw rapid growth, with furniture and communication equipment retail sales increasing by 110.3% and 103.4% respectively [5] - Online consumption maintained rapid growth, with retail sales through public networks increasing by 37.8% year-on-year [5] Fixed Asset Investment - The total fixed asset investment decreased by 16.7% year-on-year, with a 4.6% decline when excluding real estate development investment. Infrastructure investment grew by 7.0%, while industrial investment fell by 4.1% [6] - The proportion of industrial investment in total fixed asset investment reached 54.4%, an increase of 7.1 percentage points year-on-year [7] Fiscal and Financial Performance - The general public budget revenue was 35.180 billion yuan, a year-on-year increase of 3.1%, while expenditure remained flat at 40.615 billion yuan [8] - By the end of May, the balance of deposits in financial institutions was 2.868995 trillion yuan, up by 7.2%, with household deposits increasing by 11.4% [8] Consumer Price Index - The Consumer Price Index (CPI) decreased by 1.0% year-on-year, with seven categories of goods and services showing price declines. The CPI in May fell by 1.2% year-on-year [9]