[重要提示] 登录新浪财经APP 搜索【信披】查看更多考评等级 1、南方中证AAA科技创新公司债交易型开放式指数证券投资基金（以下简称"本基金"）的发售已获中 国证监会2025年7月2日证监许可〔2025〕1385号文注册。 2、本基金类别为债券型证券投资基金，运作方式为交易型开放式。 3、本基金的基金管理人为南方基金管理股份有限公司（以下简称"本公司"），基金托管人为兴业银行 股份有限公司，登记结算机构为中国证券登记结算有限责任公司。 4、本基金自2025年7月7日至2025年7月18日进行发售。投资人可选择网上现金认购、网下现金认购2种 方式。本公司可根据基金销售情况调整基金发售时间，并及时公告。基金管理人可决定调整本基金的发 售方式或增加本基网下债券认购的发售方式，并在实施前依照有关规定在规定媒介上予以公告。 5、本基金募集对象为符合法律法规规定的可投资于证券投资基金的个人投资者、机构投资者、合格境 外投资者以及法律法规或中国证监会允许购买证券投资基金的其他投资人。 6、本基金网上现金发售通过深圳证券交易所内具有基金销售业务资格并经深圳证券交易所认可的会员 单位办理。 7、本基金网下现金认购通过基金管理 ...

"以旧换新是一种权宜之计，不可以长期使用。"陆挺表示，当前消费市场的重要推动力之一是以旧换 新，但是，以旧换新更多会导致很多大宗耐用品的需求提前实现，这也意味着未来一些需求会减少。虽 然可以通过继续提升补贴力度、扩充补贴品类等方式维持以旧换新的效果，但未来以旧换新的威力还是 会持续减弱，因此，需要更多方法进一步改善消费。 陆挺认为，首先要进一步稳定居民的财富水平，特别是稳定股市和楼市，中国居民大量财富集中于房地 产，房地产稳定了老百姓才有消费的底气。 近日，野村证券中国首席经济学家陆挺在接受证券时报记者专访时表示，以旧换新政策助力全国消费在 前5个月实现了较好增长，但从中长期来看，促进消费还需要更多变革，多措并举，比如进一步稳定股 市和楼市，稳定居民财富；改善当下收入以及未来的收入预期；优化财富分配，适当提高农村养老金水 平；发挥各地主观能动性，像"苏超"一样创造更多消费场景。对于房地产，陆挺表示，稳定房地产市场 不仅需要降息和取消限购等传统工具，更重要的是推动房地产市场债务出清。 国家统计局数据显示，中国5月份社会消费品零售总额同比增长6.4%，环比加快1.3个百分点。5月消费 增速创下2024年以来新高， ...

金十数据7月3日讯，随着新兴市场在今年上半年重获青睐，很少有交易能像投资墨西哥地方债券那样获 得回报。根据汇编数据，墨西哥政府为公共开支融资而发行的Mbonos债券在2025年为投资者带来了 22%的收益，在新兴市场地方债指数中仅次于巴西政府债券。对墨西哥政策制定者将继续降息的押注， 以及面对特朗普关税战时墨西哥比索的弹性，推动债券收益率大幅下行。Aberdeen Group、Neuberger Berman和Pictet资管等公司认为，由于收益率仍然具有吸引力，而且交易商预计美联储将在未来几个月 放宽货币政策，还有进一步反弹的空间。Neuberger新兴市场债务联席主管Gorky Urquieta表示："无论从 基本面、技术面，还是利率估值来看，我们都仍然看到继续持有头寸的理由。" 美元/墨西哥比索 墨西哥债券劲涨22%，机构称"交易远未结束" ...

Core Viewpoint - Camden National Corporation will report its financial and operating results for the quarter ended June 30, 2025, on July 29, 2025, with a conference call and webcast scheduled for the same day [1]. Company Overview - Camden National Corporation is the largest publicly traded bank holding company in Northern New England, with approximately $7.0 billion in assets [3]. - Founded in 1875, Camden National Bank operates 72 banking centers in Maine and New Hampshire, providing full-service community banking and digital banking services [3]. - The company also offers comprehensive wealth management, investment, and financial planning services through Camden National Wealth Management [4].

Core Viewpoint - VEON Ltd. has successfully completed a private placement of USD 200 million in senior unsecured notes due in 2029, indicating strong investor confidence in the company's strategic direction and financial outlook [1][3]. Group 1: Financial Details - The notes are issued by VEON MidCo B.V., priced at par with an annual interest rate of 9.000% [2]. - The expected credit rating from S&P and Fitch for the notes is BB- [2]. - The proceeds from the transaction will be utilized for general corporate purposes and to optimize VEON's capital structure [4]. Group 2: Market Context - This issuance marks a significant milestone in VEON's renewed capital markets strategy, enhancing its access to global capital markets [3]. - VEON operates across six countries, serving nearly 160 million customers, and is focused on technology-driven services that promote economic growth [5].

Core Points - The Board of AUGA group has decided to revoke the extraordinary General Meeting of Shareholders scheduled for July 14, 2025, due to a court ruling extending the deadline for the Company's restructuring plan submission until August 19, 2025 [1][2] - The Vilnius Regional Court's decision was influenced by unresolved issues regarding contested creditor claims, which currently hinder the creditors' ability to make decisions under the Insolvency Law [1][2] - As of July 2, 2025, the court-approved creditor claims amount to EUR 41.2 million, while EUR 48.7 million in claims remain under judicial review, preventing a creditor majority necessary for decision-making [2] - The insolvency administrator has postponed the creditors' meeting from July 10, 2025, to August 4, 2025, due to the lack of a creditor majority [2] - The Company expects the majority of contested claims to be resolved soon, allowing for the approval of the restructuring plan by shareholders and creditors before the court-imposed deadline [3] - Once the issues preventing creditor decisions are resolved, the Company will convene a General Meeting of shareholders and notify relevant parties accordingly [3]

Group 1 - The second half of 2025 is expected to be a critical turning point for the electric vehicle (EV) sector [1] - Recent delivery figures from June and Q2 indicate significant sales progress and may serve as indicators for future trends in the EV market [1]

本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 【天然橡胶与合成橡胶市场分析及交易策略】本周期，青岛港口天然橡胶总库存延续累库，保税库小幅 降库，一般贸易大幅增加。海外到港船货增多，保税区仓库入库率增加，但整体降库。产业心态悲观， 下游企业谨慎，以消化库存为主，后半周基本观望。库存增长、去化压力大，供应端有季节性上量预 期，基本面压力加剧。 海外天气好转，割胶作业恢复，胶水等原料价格转弱；国内海南及云南降水扰 动强，原料供应增量慢，收购价格坚挺。供需两弱，降雨支撑原料端，宏观氛围偏暖驱动估值修复，但 季节性增量预期压制期价，天胶上方阻力强。20号胶短期资金面走势强，需注意回调风险。 交易策略 上，青岛港口累库使期价上行承压，短期预计震荡。可逢高谨慎偏空，多RU空NR策略可继续持有。 RU主力支撑位13400 - 13500，压力位14100 - 14200；NR主力支撑位11700 - 11800，压力位12300 - 12400。 合成橡胶方面，宏观氛围偏暖提振市场情绪，消息面影响减退后将回归供需基本面。丁二烯市 场，合成橡胶走强提振气氛，但周边外销货源价格低，下游买盘谨慎，交投低迷，现货价格 ...

Core Viewpoint - The recent delisting of VISION DEAL-Z highlights the challenges faced by SPACs in the Hong Kong market, with only two out of five SPACs successfully completing their De-SPAC transactions since the introduction of SPAC regulations in 2022 [1][2][5]. SPAC Market Overview - VISION DEAL-Z, initiated by former Alibaba executive Wei Zhe, was unable to complete its De-SPAC transaction within the required timeframe, leading to its delisting [1][2]. - The Hong Kong Stock Exchange (HKEX) introduced SPAC listing rules in December 2021 to provide a flexible financing path for emerging companies, effective from January 1, 2022 [2]. - In 2022, five SPACs were listed in Hong Kong, but only two have successfully completed De-SPAC transactions, while two have been delisted and one is still pending [5]. Regulatory Environment - SPACs must announce their De-SPAC transactions within 24 months and complete them within 36 months of listing, making 2025 a critical year for SPACs in Hong Kong [2][3]. - The delisting of VISION DEAL-Z was confirmed by the HKEX on June 12, 2025, with the official removal occurring on June 30, 2025 [3]. Successful De-SPAC Transactions - The two SPACs that successfully completed their De-SPAC transactions are 汇德收购-Z and AQUILA ACQ-Z, with the former merging with Singapore's LionTee Holdings and the latter merging with 找钢产业互联集团 [5]. - LionTee Holdings, post-merger, became the first successful SPAC acquisition in Hong Kong, with Alibaba's Singapore entity holding a 47.22% stake [5]. Market Sentiment and Future Outlook - The SPAC market in Hong Kong has been quiet in 2023, with no new SPAC listings, raising questions about its future [7]. - Industry experts suggest that the stringent listing rules and the requirement for PIPE investors are hindering SPAC activity, advocating for a reduction in these requirements to revitalize the market [8]. - Recent regulatory changes in August 2024 aimed to lower the barriers for SPAC transactions, including reducing the minimum independent third-party investment amount [8][9]. - The approval process for De-SPAC transactions remains lengthy, leading companies to prefer traditional IPOs or other markets, indicating a need for further optimization of SPAC regulations [9].

今年以来，南向资金持续涌入港股市场，净流入金额超7300亿港元，多项指标创历史新高。在政策指引 下，南向资金逐渐成为港股市场的中坚力量。 成交额占比提升至40%以上 近年来，南向资金在港股市场的参与度明显提升。按交易额占比来看，2015年南向资金合计买卖总额占 港股市场成交额的比例仅为2.98%，随后逐年增长，到2021年首次突破20%大关，2024年达到34.63%。 今年以来，南向资金参与港股市场活跃度提升明显，前5个月这一比例提升至43.12%(注：港交所还未公 布6月总成交数据)，即港股市场超四成的成交额来自港股通。 南向资金加大对港股的配置力度离不开政策的支持：其一，互联互通股票标的范围持续扩大，2023年3 月将恒生综合指数内符合有关条件的在港主要上市外国公司股票纳入港股通标的范围。2024年6月，进 一步扩大沪深港通ETF标的范围，降低ETF纳入规模要求。其二，税收优惠政策延续，沪港通、深港通 转让差价所得暂免征收个人所得税政策执行至2027年，有力降低投资者的交易成本。 中银证券（601696）认为，随着内地资金的不断流入，港股市场或将迎来新的机遇，尤其是在资本市场 双向开放、政策不断放宽的大 ...