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特朗普再次挥舞关税大棒,公募基金规模突破36万亿 | 财经日日评
吴晓波频道· 2025-09-27 00:29
Group 1: Pension Insurance - The number of participants in the national basic pension insurance has reached 1.072 billion, an increase of over 73 million compared to the end of the 13th Five-Year Plan, with the participation rate rising from 91% to over 95% [2] - The basic pension insurance fund has achieved stable growth, with an investment operation scale of 2.6 trillion, doubling since the end of the 13th Five-Year Plan, and an average annual investment return rate of 5.15% over the past eight years [2][3] - The long-term value investment strategy of the basic pension insurance fund is seen as a way to address the pension gap [3] Group 2: Logistics Digitalization - The first national standard for logistics enterprise digitalization was released, providing a framework and guidelines for technology application, data management, and process optimization, effective from March 1, 2026 [4] - The standard aims to promote data interoperability and business collaboration among logistics enterprises, transitioning the industry from "point digitalization" to "full-chain intelligence" [4][5] - The establishment of a unified national standard is expected to enhance the integration level of the logistics supply chain and lay the foundation for a unified national market [5] Group 3: Housing Policy - Several new first-tier cities are planning to improve housing policies to stimulate demand for improved housing, with measures including optimizing land supply and increasing high-quality housing availability [6] - The shift in focus from rapid expansion to refined development in the real estate market is evident, with local strategies emphasizing the need for supporting infrastructure to enhance housing value [6][7] - Recent improvements in fertility policies are expected to open up demand for improved housing, particularly among "sell one buy one" groups [7] Group 4: Education Policy - A joint action plan for the revitalization of ordinary high schools in county areas has been issued, focusing on expanding educational resources and improving teaching conditions [8] - The plan aims to address the shortage of qualified teachers and enhance the quality of education in county high schools, ensuring equitable access to education [8][9] - The anticipated decline in student enrollment in the future may necessitate the closure of underperforming high schools alongside the establishment of new ones [9] Group 5: Public Fund Growth - The total net asset value of public funds in China has surpassed 36.25 trillion, marking a new high and reflecting a significant increase in stock and mixed funds [12] - The growth in public fund scale is attributed to both net asset appreciation and inflows, with equity funds being the main driver of this increase [12][13] - The decline in closed-end fund trust has led to a shift in investor confidence towards open-end funds, which have seen substantial growth [13] Group 6: AI in Investment - Approximately 13% of global individual investors are using AI tools for stock selection, with many expressing confidence in AI's ability to enhance investment strategies [14] - The rise of AI in investment decision-making has coincided with a bullish market trend, leading to increased reliance on AI-generated strategies [14][15] - Over-reliance on AI could potentially diminish critical thinking skills among investors, despite its efficiency in improving decision-making processes [15] Group 7: Market Performance - The stock market experienced fluctuations, with the Shanghai Composite Index closing at 3853.3 points, down 0.01%, amid a mixed performance across sectors [16] - The recent market sentiment has been affected by discussions around "old and new stocks," leading to a decline in high-growth sectors [16][17] - The upcoming National Day holiday may prompt some fund managers to adjust their positions, influencing market dynamics in the short term [17]
稀缺的老洋房也没人稀罕了!上海1.5亿老洋房腰斩还是无人问津
Sou Hu Cai Jing· 2025-09-26 23:37
电视剧《安家》、《三十而已》的取景点,上海愚园路的老洋房最近又话题上热搜了。 但最近上海的一栋老洋房,从1.5亿降到了8,299万还是流拍了,到底是什么原因呢? 这栋老洋房位于上海愚园路532弄,第一次的起拍价高达一1.5亿元,建筑面积346.66元,平均单价超过43万/平米,虽然价格很贵,但也没有挡住人们的好 奇。 老洋房上架后,超过了25,000人围观,599人设置提醒,这么多人对这个房子有好奇心,正常应该会加价啊! 可事与愿违,这栋老洋房既没人报名参加,也没有参与竞拍,第1次就这样流拍了。 9月7日距离第一次拍卖的时间还没到一个月,老洋房又迎来了第2次拍卖,这次的起拍价比第一次的1.5亿元下降了很多,起拍价只有9666万元,比第一次 下调了5,334万元,单价也从原来的43万每/平米降到了28万/平米。 即便如此,自动老洋房在9月7日还是没人出价,也代表着再次流拍。 9月25日,这栋老洋房又开始了第3次的拍卖,起拍价又降到了8,299万元,比第2次拍卖的价格下调了1,367万元,比第1次的拍卖价更是下降了6,701万元, 从原来的15.5亿元降到了8,299万元,相当于打了5.5折,资产贬值了近45%。 ...
东莞公积金首付款提取范围扩大至二手房,将于下月发布实施
Nan Fang Du Shi Bao· 2025-09-26 15:55
答:通过商品房买卖合同或者不动产权属证书上的标识判定。 9月26日,东莞市住房公积金管理中心发布关于《关于进一步优化房地产政策措施的通知》公积金调整 部分的政策解读称,为大力支持刚性和改善性住房需求,有效发挥住房公积金支持作用,切实减轻缴存 人贷款压力,经市人民政府同意,东莞市住房公积金贷款部分政策进一步优化。 其中,首套房、二套房最高贷款额度统一提高至150万元。对缴存人购买配售型保障性住房的,住房公 积金最高贷款额度上浮50%,不超过最高贷款额度上限。供收比仅核定公积金贷款部分。支持缴存人提 取住房公积金支付住房贷款首付款。 | | 调整前 | 调整后 | | --- | --- | --- | | 首套 | 120万元 | 150万元 | | 二套 | 80万元 | 150万元 | 值得一提的是,政策解读还提到,当前东莞支持缴存人提取住房公积金支付住房贷款首付款已适用于预 售新建商品住房。新政出台后,扩展到现售新建商品住房和存量商品住房(即"二手房")。具体操作指 引由市住房公积金管理中心另行制定,将于2025年10月发布实施。 热点问题解答: (一)购买新建商品住房申请公积金贷款,如何认定住房套数?是 ...
中原建业(09982.HK)正与专业顾问紧密合作以恢复在联交所买卖 继续停牌
Ge Long Hui· 2025-09-26 13:40
Core Viewpoint - Zhongyuan Jianye (09982.HK) is actively working with professional advisors to comply with resumption guidelines and aims to restore trading of its shares on the Hong Kong Stock Exchange as soon as feasible [1] Group 1 - The company will continue to take all necessary and appropriate steps to adhere to the resumption guidelines [1] - Trading of the company's shares remains suspended [1] - Further announcements regarding the company's business operations and resumption status will be made in accordance with listing rules at the appropriate time [1]
西澳州长也访华 再推新版“中国战略” 昆州政府投资机构QIC打造5亿澳元规模零售地产基金 看涨!策略师认为澳元有望升至70美分
Sou Hu Cai Jing· 2025-09-26 13:37
( 图片来源:《澳华财经在线》) 【财经要闻及评论】 西澳州长也访华 再推新版"中国战略" 作者:启阳 继维州州长率团访问中国满载而归之际,西澳州长罗杰·库克携代表团9月22号赴上海参加第七届西澳— 中国战略对话。 "西澳—中国战略对话机制"自2018年于北京启动以来,为西澳州与中国主要投资者搭建了直接、持续的 沟通平台。 2024年西澳与中国双向贸易额1345亿澳元,占全澳与中国双向贸易总额3116亿澳元的43.2%。并为澳洲 创造117亿澳元贸易顺差(2023年数据)。中国连续15年为西澳第一大贸易伙伴、第一大出口市场和第 一大进口来源地。 对华贸易直接支撑西澳约22万个就业岗位(占全州就业14.5%)。2023年西澳还把与中国矿产贸易的盈 余拿出一部分,面向全州每户家庭发放400澳元能源补贴。西澳与中国的合作为当地经济注入了强大的 活力。 西澳州长库克在其新版"中国战略"中表示,西澳长期作为中国经济建设所需原材料和能源的稳定供应 方,近年来更逐步成为中国电池与电动汽车产业链的关键资源保障地,他期待双方在可持续能源转型等 领域进一步深化合作,欢迎中国企业持续扩大在该州的投资。 即便是巴克莱银行亦预计,澳元 ...
锦艺集团控股发盈喜 预期公司拥有人应占年度溢利不少于3900万港元 同比扭亏为盈
Zhi Tong Cai Jing· 2025-09-26 13:26
锦艺集团控股(00565)公布,集团预期取得截至2025年6月30日止年度的公司拥有人应占本年度溢利不少 于3900万港元,相比截至2024年6月30日止年度的公司拥有人应占本年度亏损约2.71亿港元。董事会认 为,预期转亏为盈乃主要由于(i)终止租约及取消确认投资物业的数次一笔过交易的净收益约8900万港 元;(ii)投资物业公平值变动亏损约5600万港元;(iii)议价收购一间附属公司的收益约1100万港元;及(iv)航空 货运包机业务的已终止经营业务本年度亏损约600万港元的净影响。 ...
A股公告精选 | 东星医疗(301290.SZ)拟收购武汉医佳宝90%股权 预计构成重大资产重组
智通财经网· 2025-09-26 11:40
Group 1 - Dongxing Medical plans to acquire 90% stake in Wuhan Yijiaobao, which is expected to constitute a major asset restructuring. The acquisition aligns with the company's strategic development needs and aims to enhance its competitive strength in the orthopedic and biomedical materials sector [1] - Yonghui Supermarket received a warning letter from Sichuan Securities Regulatory Bureau for failing to timely disclose equity changes after reducing its stake in Hongqi Chain from 11% to 10%. The company will enhance its compliance training and improve information disclosure practices [1] - Xinhua Jin announced that due to non-operational fund occupation by related parties and failure to rectify within one month, its stock will be renamed to ST Xinhua Jin, with a daily price limit of 5%. The outstanding non-operational fund occupation amounts to 406 million yuan [3] Group 2 - Zhongke Lanyun is making forward-looking investments in high-growth areas such as GPU and AI, holding shares in companies like Muxi Integrated Circuit and Moer Thread, with ownership percentages of 0.24% and 0.34% respectively [2] - Yousheng Co. received a project notification from a well-known German automaker for battery tray products, with a total sales amount expected to be approximately 2.3 billion yuan [4] - *ST Songfa's subsidiary signed contracts for the construction of four vessels, with a total value between 400 million to 600 million USD [5]
绿城管理控股9月26日耗资约248.49万港元回购80万股
Zhi Tong Cai Jing· 2025-09-26 11:12
绿城管理控股(09979)公布,2025年9月26日耗资约248.49万港元回购80万股股份。 ...
天宸股份拟签用地补偿协议,土地补偿款超5200万元
Xin Lang Cai Jing· 2025-09-26 10:54
Core Viewpoint - Tianchen Co., Ltd. plans to sign land compensation agreements with Shanghai Airport Group and Shanghai Pudong Land Acquisition Service Co., Ltd. for the land requisition due to the expansion of Shanghai Pudong International Airport [1][2] Group 1: Land Compensation Agreements - The total area of land to be requisitioned is 110,530.70 square meters, with a compensation price of 473 RMB per square meter, totaling approximately 52.28 million RMB [1][2] - The land compensation includes two phases: Phase II involves 35,942.80 square meters with compensation of approximately 17 million RMB, while Phase III involves 74,587.90 square meters with compensation of approximately 35.28 million RMB [1][2] Group 2: Transaction Details - Both Shanghai Airport Group and Shanghai Pudong Land Acquisition Service Co., Ltd. are state-owned enterprises with no affiliation to Tianchen Co., Ltd., meaning this transaction does not constitute a related party transaction or a major asset restructuring [2] - The transaction has been approved by the company's board and will be submitted for approval at the upcoming shareholder meeting [2] Group 3: Financial Impact - The company expects to generate a pre-tax profit of approximately 44.85 million RMB from the land compensation, although the exact impact on current profits remains uncertain due to pending legal disputes regarding land acquisition [2]
A股平均股价13.47元 32股股价不足2元
Zheng Quan Shi Bao Wang· 2025-09-26 09:35
注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 低价股排名 | 代码 | 简称 | 最新收盘价(元) | 日涨跌幅(%) | 日换手率(%) | 市净率(倍) | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 000851 | *ST高鸿 | 0.38 | -5.00 | 5.87 | 0.99 | 通信 | | 300280 | 紫天退 | 0.43 | -4.44 | 6.32 | 0.06 | 传媒 | | 600200 | *ST苏吴 | 1.05 | 5.00 | 2.70 | 0.42 | 医药生物 | | 000656 | *ST金科 | 1.39 | -0.71 | 0.77 | | 房地产 | | 601005 | 重庆钢铁 | 1.45 | -0.68 | 1.17 | 0.78 | 钢铁 | | 600022 | 山东钢铁 | 1.47 | -0.68 | 0.62 | 0.84 | 钢铁 | | 000627 | *ST天茂 | 1.58 | | | 0.36 | 非银金融 | | 002496 | *ST辉丰 | ...