【导读】人民币持续走强，离岸和在岸均刷新逾一年来新高 中国基金报记者 忆山 人民币持续走强！ 12 月 15 日，中国人民银行授权中国外汇交易中心公布，银行间外汇市场人民币汇率中间价 为 1 美元对 人民币 7.0656 元，较上个交易日调贬 18 个基点。 东方金诚首席宏观分析师王青表示，人民币走势偏强会提振资本市场信心，也会吸引更多海 外资金流入国内资本市场，并与汇市走强形成良性联动。他认为短期内人民币还会处于偏强 运行状态，后续要重点关注美元走势、人民币中间价调控力度，以及国内稳增长政策的力度 和节奏。 展望后续，外资机构和人士普遍认为，人民币或将持续升值，不过节奏略有分化。 澳新银行驻新加坡亚洲研究主管 Khoon Goh 预计，人民币兑美元汇率将在 2026 年保持温 和升值，年末预计将升至 6.95 一线。 12 月 15 日，在岸人民币兑美元汇率升至 7.05 ，达 2024 年 10 月 8 日以来的最强水平。 截至发稿，报 7.0505 。 离 岸 人 民 币 兑 美 元 汇 率 再 度 升 破 7.0 5 ， 创 2 0 2 4 年 1 0 月 3 日 以 来 新 高 。 截 至 发 稿 ...

Group 1 - The recent reduction plans by major shareholders of companies like Keli'er, United Precision, and Senba Sensor have raised concerns among investors, especially given the high market valuations and stock prices [1] - Historical cases show that announcements of share reductions by major shareholders at high stock prices often lead to significant declines in those companies' stock prices shortly after [1] - The actions of major shareholders are seen as a direct endorsement of the company's value, and their decisions can significantly impact investor confidence [2] Group 2 - There is a concern that some major shareholders act more like traders rather than guardians of the company, which can negatively affect the confidence of retail investors [2] - A healthy capital market relies on the confidence of all participants, and major shareholders are expected to demonstrate responsibility and commitment to the company's long-term growth [2] - The reputation and market value of a company, as well as the overall health of the capital market, are influenced by the actions and attitudes of its major shareholders [2]

Core Insights - The significant increase in shareholding by major shareholders, amounting to 792 million yuan from August 25 to 29, indicates strong confidence in the future development of listed companies [1] - Major shareholders' actions are seen as a positive signal to the market, reflecting their deep understanding of the company's operations and long-term value [1][2] - The behavior of major shareholders can enhance investor sentiment and stabilize market conditions, potentially leading to a positive feedback loop in stock prices [2][3] Group 1 - Major shareholders' increased holdings demonstrate confidence in the company's future prospects, which can attract more investments and support market stability [1][2] - The act of major shareholders buying shares can improve the company's equity structure and governance, leading to better strategic decisions and resource allocation [2] - Increased shareholding by major shareholders can also enhance their influence over management, promoting accountability and value creation for all shareholders [2][3] Group 2 - The collective action of major shareholders can draw in more long-term capital, fostering healthy market development and potentially increasing overall market valuation [3] - A stable and rising stock price can create a virtuous cycle, encouraging more quality companies to go public and providing investors with more value investment options [3] - Higher shareholding by major shareholders may lead to increased cash dividends and share buybacks by the company, benefiting all shareholders [3]