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“走出去”“引进来”双发力,我国对外投资流量连续13年位居全球前三
Hua Xia Shi Bao· 2025-08-27 14:34
吸引外资合作共赢 近年来,中国坚定不移扩大对外开放。 本报(chinatimes.net.cn)记者张智 北京报道 当前全球经济动力不足,各种贸易和投资的壁垒增多,跨国投资明显放缓。 然而,在这样的背景下,中国仍然具有巨大的引资潜力。即将于9月8日—11日在福建省厦门市举办的第 二十五届中国国际投资贸易洽谈会已有近百家跨国公司和国际投资机构的负责人报名参会。 "可以说,中国超大规模市场、完备高效的产供链以及新一轮科技革命和产业变革的丰富应用场景形成 的综合优势,深刻诠释了'投资中国就是投资未来'。"8月26日,商务部副部长兼国际贸易谈判副代表凌 激表示。 毕马威中国经济研究院院长蔡伟对《华夏时报》记者表示,中国在全球供应链中的关键地位和消费市场 潜力,给了跨国公司充分的投资信心,中国仍是其投资"理想、安全、有为"的目的地。 不仅是吸引外资,当前,中国也是对外投资大国。数据显示,2024年,中国对外投资达到1627.8亿美 元,比上年增长10.1%。2021年—2024年,中国对外投资带动货物进出口近1.2万亿美元,展现出了强大 的韧性和活力,为世界经济发展提供了强有力的支持。 仅从中英贸易来看,英国是中国在欧 ...
【盘中播报】沪指跌0.30% 钢铁行业跌幅最大
证券时报·数据宝统计,截至上午10:29,今日沪指跌0.30%,A股成交量772.35亿股,成交金额12322.54 亿元,比上一个交易日减少20.27%。个股方面,2524只个股上涨,其中涨停49只,2691只个股下跌, 其中跌停4只。从申万行业来看,综合、农林牧渔、美容护理等涨幅最大,涨幅分别为2.05%、1.57%、 1.43%;钢铁、房地产、电子等跌幅最大,跌幅分别为1.20%、1.13%、0.95%。(数据宝) | 申万行业 | 行业涨跌(%) | 成交额(亿元) | 比上日(%) | 领涨(跌)股 | 涨跌幅(%) | | --- | --- | --- | --- | --- | --- | | 综合 | 2.05 | 27.22 | 10.51 | 东阳光 | 4.70 | | 农林牧渔 | 1.57 | 138.50 | 6.22 | 傲农生物 | 10.08 | | 美容护理 | 1.43 | 49.02 | 18.42 | 嘉亨家化 | 15.81 | | 传媒 | 1.31 | 415.14 | -7.96 | 博纳影业 | 10.02 | | 基础化工 | 1.14 | 552.86 ...
823份国家标准公开征求意见,涉及ICP-MS、XRD、色谱、质谱、光谱等
仪器信息网· 2025-08-22 03:58
导读: 823项国家标准制定与修订覆盖了塑料化工、金属材料、信息技术、装备制造、消费品安全、能源环境、医疗器械等众多领 域,强调科学仪器在检测中的核心作用。 特别提示 微信机制调整,点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标,否则很可能无法看到我们的推送。 本次公开征求意见的823项国家标准草案,覆盖了塑料化工、金属材料、信息技术、装备制造、消费品安全、能源环 境、医疗器械等众多领域。 大规模的国家标准制修订工作,清晰地勾勒出科学仪器作为现代工业"眼睛"和"大脑" 的核心地位。大量标准的制定与 更新,其背后都依赖于精密、可靠的分析测试方法与仪器技术的进步。 电感耦合等离子体(ICP)技术(包括发射光谱和质谱联用)的出现频率极高,成为金属及合金成分分析、环境污染物 检测、高纯材料杂质控制的绝对主力。 射线技术家族(包括衍射XRD、荧光XRF、无损检测DR/CT)的应用范围从传统的材料物相分析、RoHS检测,扩展 到残余应力测量、在线工业检测乃至碳耐火材料分析,展现了其强大的穿透力和信息获取能力。 此外,色谱、光谱(分子与原子)、质谱联用技术构成了食品安全、化学品鉴定、材料老化机理研究的核心技术 ...
沪指创近十年新高,距解决“中国经济低血糖”只差一步!
Sou Hu Cai Jing· 2025-08-19 16:17
Group 1 - The A-share market has reached a significant milestone, with the Shanghai Composite Index closing at 3728 points, the highest since 2015, and the total market capitalization surpassing 100 trillion yuan [1][2] - The current market trend is characterized by a stable upward movement and clear profit-making opportunities, leading to a somewhat blind enthusiasm among investors [2][3] - The media and policy environment has played a crucial role in shaping the current market atmosphere, with favorable policies and sensational media coverage driving investor interest [4][5] Group 2 - The current bull market is notably different from previous ones, with a larger market size, lower leverage ratios, and a more diversified investment approach focusing on emerging industries [9] - Recent data indicates a significant outflow of household and corporate deposits from savings accounts into the capital market, with a notable decrease in deposits and a surge in non-bank financial institution deposits [9] - The regulatory stance has shifted towards a more supportive approach, aiming to stabilize the market and encourage asset reallocation among investors [10][11] Group 3 - The central bank has acknowledged the challenges of insufficient effective demand and the risks facing the economy, emphasizing the need for policies that promote reasonable price recovery [11][12] - The concept of "effective demand insufficiency" is linked to asset devaluation in real estate and stock markets, which has weakened consumption and investment [13][14] - The need to stabilize housing prices and boost the stock market is critical for revitalizing the economy, with suggestions for establishing a market-making system in real estate to ensure liquidity and price stability [24][25]
沪指创近4年新高!“3731”以来规模指数表现一览
天天基金网· 2025-08-14 10:57
Core Viewpoint - The A-share market has shown a strong upward trend, with major indices reaching new highs for the year, indicating a bullish sentiment among investors [7]. Group 1: Market Performance - On August 13, the A-share market experienced a significant rise, with the Shanghai Composite Index breaking the previous high of 3674 points from October 8 of last year, reaching a peak of 3688.63 points, the highest since December 2021 [7]. - The total trading volume in the Shanghai and Shenzhen markets was 2.15 trillion yuan, marking a return to above 2 trillion yuan after 114 trading days [7]. - The next target for the Shanghai Composite Index is projected to be 3731.69 points, which was the peak on February 18, 2021, requiring a further increase of 1.29% from the latest closing price [7]. Group 2: Stock Performance - Among the 4054 stocks listed before February 18, 2021, 2766 stocks (over 68%) have seen their latest closing prices exceed the highest price on that date, while 1288 stocks (nearly 32%) have declined [7]. - The median price change for these stocks during the period was 28.9% [7]. - Since the peak of 3731 points, 789 stocks have doubled in price, with Huicheng Environmental Protection showing the largest increase, exceeding 16 times its price at that peak [8]. Group 3: Index Performance - The performance of various indices has diverged since the peak of 3731 points, with the small-cap index, the CSI 2000, showing the highest increase of 56.43%, while the large-cap indices, such as the SSE 50 and CSI 300, have both declined by approximately 30% [7].
A股牛市10大规律,本轮到哪了?
华尔街见闻· 2025-08-11 09:51
Group 1: Market Trends - The Shanghai Composite Index reached a new high for the year, with over 4,200 stocks rising and more than 100 stocks increasing by over 9% [2] - The report from Guohai Securities outlines ten rules of the bull market, analyzing the current situation from macro, style, and industry perspectives [3] Group 2: Bull Market Rules - Rule 1: The high points of the CSI 300 index are generally consistent, expected to reach the range of 5,300-5,800 points [5] - Rule 2: Major bull markets often occur around the transition of five-year plans, with 2025-2026 potentially being a significant upward phase if historical patterns repeat [10][13] - Rule 3: The level of equity risk premium indicates potential valuation uplift, with estimates suggesting at least 60% upside for the entire A-share index [14][16] - Rule 4: The threshold for dividend yield historically reaches around 1.5%, with current yields suggesting an 85% upside if normalized [17][19] - Rule 5: Valuation phases indicate that the market has not yet peaked, with a potential 19% space remaining for the overall A-share index [21][24] - Rule 6: The timing of performance confirmation shows that the return on equity (ROE) inflection point has not yet been confirmed, indicating a valuation-driven market phase [25][27] Group 3: Investment Styles - Rule 7: Advanced manufacturing and growth technology are typically leading styles in bull markets, but current growth rates are significantly lower than previous bull markets [28][30] - Rule 8: Mid-cap stocks tend to rise during bull markets, with current growth rates for mid-cap growth and value stocks remaining below 25% [31][33] - Rule 9: The return of fund-heavy styles is expected as high-growth investments regain traction after a period of decline [34][37] Group 4: Leading Industries - Rule 10: Historically, leading industries in bull markets include military, power equipment, machinery, and non-ferrous metals, with current performance in power equipment and other sectors lagging behind historical averages [40][41]
东莞市祥盛工贸有限公司成立 注册资本3万人民币
Sou Hu Cai Jing· 2025-08-09 07:40
Group 1 - Dongguan Xiangsheng Industrial and Trade Co., Ltd. has been established with a registered capital of 30,000 RMB [1] - The company's business scope includes general projects such as leather products sales, bag sales, clothing research and development, hardware products research and development, and leather products manufacturing [1] - Additional activities include sales and manufacturing of rubber products, plastic products, electronic products, sports goods, labor protection products, and internet sales (excluding items requiring special permits) [1]
粤开市场日报250808-20250808
Yuekai Securities· 2025-08-08 10:29
Market Overview - The A-share market showed a mixed performance today, with major indices mostly declining. The Shanghai Composite Index fell by 0.12% to close at 3635.13 points, the Shenzhen Component Index decreased by 0.26% to 11128.67 points, and the ChiNext Index dropped by 0.38% to 2333.96 points. The total trading volume in the Shanghai and Shenzhen markets was 17102 billion yuan, a decrease of 1153 billion yuan compared to the previous trading day [2][14]. Industry Performance - Among the Shenwan first-level industries, the sectors that gained the most included Comprehensive, Building Materials, Building Decoration, Steel, and Nonferrous Metals, with increases of 1.56%, 1.16%, 1.14%, 1.11%, and 1.06% respectively. Conversely, the sectors that experienced the largest declines were Computer, Electronics, Media, Non-Bank Financials, and National Defense Industry, with decreases of 2.38%, 1.15%, 0.96%, 0.80%, and 0.56% respectively [2][16]. Concept Sector Performance - The concept sectors that performed well today included Xinjiang Revitalization, Western Infrastructure, Excavators, Animal Vaccines, Tibet Revitalization, Rare Metals, Wind Power, High-Speed Rail, Lithium Mines, and Duty-Free Shops. These sectors showed significant gains, indicating potential investment opportunities [3].
粤开市场日报-20250808
Yuekai Securities· 2025-08-08 07:52
Market Overview - The A-share market showed mixed performance today, with major indices mostly declining. The Shanghai Composite Index fell by 0.12% to close at 3635.13 points, the Shenzhen Component Index decreased by 0.26% to 11128.67 points, and the ChiNext Index dropped by 0.38% to 2333.96 points. The total market turnover was 17102 billion yuan, a decrease of 1153 billion yuan compared to the previous trading day [1][14]. Industry Performance - Among the Shenwan first-level industries, sectors such as comprehensive, building materials, building decoration, steel, and non-ferrous metals led the gains, with increases of 1.56%, 1.16%, 1.14%, 1.11%, and 1.06% respectively. Conversely, the computer, electronics, media, non-bank financials, and defense industries experienced declines, with drops of 2.38%, 1.15%, 0.96%, 0.80%, and 0.56% respectively [1][14]. Concept Sector Performance - The top-performing concept sectors today included Xinjiang revitalization, Western infrastructure, excavators, animal vaccines, Tibet revitalization, rare metals, wind power generation, high-speed rail, lithium mines, and duty-free shops. These sectors showed significant upward movement, while sectors like operating systems, independent controllability, and cloud computing experienced pullbacks [2][11].
价值风格卷土重来,大湾区ETF投资机会凸显
Xin Lang Cai Jing· 2025-08-08 03:48
Core Viewpoint - The performance of the China Securities Guangdong-Hong Kong-Macao Greater Bay Area Development Theme Index and its related ETF shows mixed results, with some stocks gaining while others decline, reflecting the overall market dynamics in the region [1][2]. Group 1: Index Performance - As of August 8, 2025, the China Securities Guangdong-Hong Kong-Macao Greater Bay Area Development Theme Index (931000) decreased by 0.04% [1]. - The Greater Bay Area ETF (512970) fell by 0.23%, with the latest price at 1.3 yuan [1]. - Over the past week, the Greater Bay Area ETF has seen a cumulative increase of 1.01% [1]. Group 2: Liquidity and Trading Volume - The trading volume for the Greater Bay Area ETF was 10,500 yuan, with a turnover rate of 0.01% [1]. - The average daily trading volume for the Greater Bay Area ETF over the past year was 258,500 yuan [1]. Group 3: Returns and Sharpe Ratio - The net value of the Greater Bay Area ETF increased by 33.24% over the past year [1]. - The highest monthly return since inception was 21.99%, with the longest consecutive monthly gain being 4 months and a maximum increase of 17.05% [1]. - The Sharpe ratio for the Greater Bay Area ETF over the past year was 1.27 [2]. Group 4: Top Holdings - As of July 31, 2025, the top ten weighted stocks in the index accounted for 50.37% of the total weight, including China Ping An, BYD, and China Merchants Bank [3]. - The top three stocks by weight are China Ping An (8.55%), BYD (8.59%), and China Merchants Bank (8.14%) [4].