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王兴兴谈宇树科技上市;清仓苹果!私募巨头持仓曝光|南财早新闻
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-09 23:41
Macro Economy - The People's Bank of China, along with the National Financial Regulatory Administration and the China Securities Regulatory Commission, is soliciting public opinions on the draft "Management Measures for Customer Due Diligence and Customer Identity Information and Transaction Record Keeping by Financial Institutions" [3] - The Ministry of Finance allocated 32 million yuan to support flood relief efforts in Gansu and Guangxi provinces [3] - Meteorological departments forecast heavy rainfall in Jianghan and Jianghuai regions from September 9 to 13, prompting the National Flood Control and Drought Relief Headquarters to initiate a Level IV flood emergency response for Jiangsu, Anhui, Hubei, and Chongqing [3] - As of September 9, the total box office for the summer film season in 2025 has exceeded 8.2 billion yuan [3] - The city of Foshan in Guangdong reported a significant decline in the incidence of the Aedes aegypti virus, with over 90% of cases recovered and mosquito density remaining below safe levels for 17 consecutive days [3] - Inner Mongolia's Baotou announced issues in talent recruitment processes, leading to the dismissal of the main responsible person for the lecturer team [3] Investment News - The disclosure of the 2025 semi-annual reports has begun, revealing that 29 companies saw an increase in holdings by Qualified Foreign Institutional Investors (QFII), with 20 companies experiencing an increase of over 0.5 percentage points [4] - The China Securities Regulatory Commission approved the IPO application of Bibetter on the Sci-Tech Innovation Board, marking another successful registration under the fifth set of listing standards since their reintroduction in June [4] - China Europe Fund's investment director announced a limit on large subscriptions for its medical fund to ensure stable operations, with a daily purchase limit of 100,000 yuan per account starting August 11 [4] - Jinglin Asset Management's overseas subsidiary submitted its U.S. stock holdings data, with Meta being the largest position, and new investments in Nvidia, Atour, and Huazhu Group, while exiting Apple and reducing positions in several pharmaceutical companies [4] - Citigroup increased its holdings in Hong Kong Exchanges and Clearing by 225,000 shares, bringing its total to 63.49 million shares, making it the second-largest shareholder after the Hong Kong SAR government [5] Company Movements - Yushutech's founder announced at the 2025 World Robot Conference that the company is advancing its IPO process, viewing it as a significant milestone in management maturity [6] - ST Tianmao, controlled by capital mogul Liu Yiqian, announced plans to withdraw its A-share listing and transfer to the National Equities Exchange and Quotations system after delisting [6] - China Merchants Fund announced the departure of fund manager Zhai Xiangdong for personal reasons, with Lu Wenkai appointed as co-manager [6] - Gansu Bank signed an asset transfer contract to sell an asset package valued at 15.3 billion yuan, with a total book balance of 19.719 billion yuan [6]