12月12日，苏丹通讯社报道，工业和贸易部长马哈欣会见土耳其驻苏丹大使法提赫。她表示，两国计划 近期在杰济拉州举办商业论坛。苏方希望利用土耳其强大的工业实力，帮助苏工业重建，实现"出口导 向型工业"目标。 ...

南非顶级投资公司Ninety One Plc的资深基金经理指出，鉴于南非非大宗商品类企业股价目前深度折 价，且2025年表现落后于本地债券及整体股指，这类股票明年有望迎来反弹。 今年以来，贵金属价格飙升推动南非基准股票指数以美元计涨幅超50%，跑赢欧洲、新兴市场及美国股 指。以ALBI指数衡量的本地政府债券回报率达38%，十年期兰特债券收益率从4月高点骤降四分之一至 8.36%。 目前，其Value Fund已增持本土股票，目前投资组合中南非股票占比达50%(远超基准指数的约35%配置 比例)，他还计划，若股价进一步下探，将继续加仓。 据Bickard透露，该基金约半数资金配置于股息收益率近6%的中型企业，Bidvest Group Ltd.和 Woolworths Holdings Ltd.等股息率约4%的大型本土企业占比约20%。整体而言，该基金的市盈率约为8 倍，综合股息率接近5%。 Bickard解释道，若采用未来现金流折现估值法(通常以国债收益率等无风险利率作为折现率)计算，聚焦 本土的股票理应获得更高估值。"这完全不合逻辑，因为股票本质上是债券的杠杆化估值。尽管众人称 赞南非债券表现优异且持续看好 ...

从持股特征分析，南向资金高比例持有的个股中，有超过半数为AH概念股。数据显示，在持股比例超 过20%的247只个股中，同时在内地和香港上市的AH股共有128只，占比为51.82%。（市场有风险，投 资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。） 本文源自：市场资讯 作者：观察君 在持股比例最高的个股中，中国电信以72.27%的持股比例位居首位，绿色动力环保、大众公用分别以 70.08%和69.75%的持股比例紧随其后。从行业分布看，南向资金高比例持有的个股主要集中在医疗保 健业、工业、金融业，分别有56只、36只和34只。 截至12月17日，港股通标的股中，南向资金合计持股量占标的股总股本的比例为19.33%，合计持股市 值达60627.61亿港元。具体来看，南向资金持股比例超过20%的个股有247只。 ...

南向资金对港股通标的股的整体持股比例为19.33%，247只个股南向资金持股比例超20%。 互联互通机制下，内地投资者成为港股市场的重要参与者。证券时报•数据宝统计显示，截至12月17 日，港股通标的股中，南向资金合计持有4915.49亿股，占标的股总股本的比例达19.33%，合计持股市 值60627.61亿港元，占标的股总市值的比例为14.57%。 具体到单只标的股来看，南向资金持股量占总股本比例20%以上的有247只，持股比例在10%~20%的有 130只，持股比例在5%~10%的有94只，1%~5%的有84只，持股比例低于1%的为26只。南向资金持股比 例最高的是中国电信，最新持有100.31亿股，占港股已发行股份的比例为72.27%，其次是绿色动力环 保、大众公用，持股占比分别为70.08%、69.75%。 从特征来看，南向资金高比例持有的个股，多数为AH概念股，统计显示，南向资金持股超20%的个股 中，AH股共有128只，占比为51.82%；持有比例在10%~20%的个股中，AH股占比为18.46%。 以港交所行业分类进行统计，南向资金持股比例超20%的个股主要集中在医疗保健业、工业、金融业等 行业 ...

Core Viewpoint - The market showed strong performance in the afternoon, particularly in the technology sector, with the Guozheng Growth 100 Index rising by 5.1%, indicating a robust interest in growth-style investments [1]. Group 1: Market Performance - The Guozheng Growth 100 Index increased by 5.1%, while the Guozheng Free Cash Flow Index rose by 1.2%, and the Guozheng Value 100 Index went up by 0.8% [1]. - The trading volume for the Growth ETF (159259) reached approximately 130 million yuan, significantly higher than previous days, reflecting active market participation [1]. Group 2: Index Composition - The Guozheng Growth 100 Index focuses on A-share stocks with a strong growth style, with over 70% of its weight concentrated in the electronics, communications, and computer sectors, aligning with the core areas of AI computing power [1]. - The Growth ETF (159259) is the only product tracking this index, providing investors with opportunities to capitalize on growth-style investments [1]. Group 3: Sector Analysis - The Guozheng Growth 100 Index consists of 100 stocks, with the information technology and materials sectors accounting for over 65% of the index, highlighting a significant emphasis on technology [3]. - The Guozheng Value 100 Index, which tracks 100 value-style stocks, has over 65% of its weight in consumer discretionary, financial, and industrial sectors, with consumer discretionary having a high proportion [3]. - The Guozheng Free Cash Flow Index includes 100 stocks with high free cash flow levels, with industrial, materials, and consumer discretionary sectors making up over 70%, combining high dividends and growth potential [3].

Core Viewpoint - The Brazilian government has approved a new national climate plan to implement the goals of the Paris Agreement and promote a low-carbon transition, providing a clear roadmap for action [1]. Group 1: Emission Reduction Targets - The new plan sets specific emission reduction targets across eight sectors, aiming to reduce greenhouse gas emissions from 2.04 billion tons of CO2 equivalent in 2022 to 1.2 billion tons by 2030, and further down to between 850 million and 1.05 billion tons by 2035 [2]. - The overall goal is to achieve net-zero emissions by 2050, while also emphasizing the need to enhance resilience to climate change [2]. Group 2: Adaptation and Action Plans - The plan includes 16 sectors and thematic action plans for adapting to climate change, covering areas such as public health, tourism, energy, transportation, disaster risk reduction, water resources, food security, and biodiversity, with over 800 specific actions proposed [2]. - The Brazilian government will continuously improve the national climate plan through biennial assessments and systematic revisions every four years to ensure alignment with climate science advancements and international commitments [2].

Group 1 - The A-share market regularly adjusts index constituents in June and December to maintain representativeness and investability [1] - The CSI 300 index replaced 11 constituents, adding companies like Huadian New Energy and Dongshan Precision, with increases in the information technology and communication services sectors [1] - The average P/E ratio of removed constituents from the CSI 300 was approximately 25.95 times, while the average P/E ratio of added constituents was about 35.23 times [1] Group 2 - The CSI 500 index replaced 50 constituents, adding companies such as Zhongtung High-tech and Huahong Semiconductor, with an increase in the industrial sector [2] - The average P/E ratio of removed constituents from the CSI 500 was around 27.17 times, while the average P/E ratio of added constituents was approximately 34.30 times [2] - The CSI 1000 index replaced 100 constituents, adding companies like Shijia Photon and Yongding Co., with increases in the communication services and industrial sectors [2] Group 3 - The adjustments across indices generally increased the sample size and weight of sectors like information technology, communication services, and industrial, enhancing the indices' productivity attributes [3] - The overall market capitalization coverage of the CSI 300, CSI 500, and CSI 1000 indices remains significant, indicating strong market representation and influence on market sentiment [3] - The adjustments will lead to corresponding changes in ETFs and other funds tracking these indices, significantly impacting the prices of related stocks [3] Group 4 - Newly included stocks typically experience price increases and higher trading volumes, while excluded stocks often see price declines and reduced trading volumes [4] - Historical data suggests that index adjustments lead to short-term positive performance due to increased attention and capital influx, but the long-term impact on index trends is limited [4]

（记者 贾运可） 截至发稿，田中精机市值为30亿元。 每经头条（nbdtoutiao）——中标企业频频弃标 大型医疗设备采购有何难言之隐？ 每经AI快讯，田中精机（SZ 300461，收盘价：19.28元）12月16日晚间发布公告称，公司第五届第十三 次董事会会议于2025年12月16日在公司会议室以现场结合通讯的方式召开。会议审议了《关于增持参股 公司股权暨关联交易的议案》等文件。 2024年1至12月份，田中精机的营业收入构成为：工业占比100.0%。 ...

每经头条（nbdtoutiao）——中标企业频频弃标 大型医疗设备采购有何难言之隐？ 每经AI快讯，ST复华（SH 600624，收盘价：5.66元）12月16日晚间发布公告称，上海上科科技投资有 限公司（以下简称"上科科技"）为上海复旦复华科技股份有限公司（以下简称"公司"）持股5%以上非 控股股东。截至公告披露日，上科科技持有公司股份共计69,206,536股，占公司总股本的10.1872%，其 中质押的公司股份数量为69,202,880股，占其所持公司股份总数的99.9947%，占公司总股本的 10.1867%。本次上科科技被轮候冻结股份总计69,206,536股，占其所持公司股份的100%。 （记者 曾健辉） 2024年1至12月份，ST复华的营业收入构成为：工业占比48.28%，软件开发占比42.88%，房地产业占比 6.57%，其他业务占比2.27%。 截至发稿，ST复华市值为38亿元。 ...

Core Viewpoint - The technology sector experienced a pullback today, with popular concepts such as CPO, optical chips, and optical communication collectively declining over 3%. Despite this, there was a counter trend in funding, with the Growth ETF (159259) seeing a net subscription of 30 million shares throughout the day [1]. Group 1: Index Performance - The National Securities Value 100 Index fell by 0.9% [1]. - The National Securities Free Cash Flow Index decreased by 1.2% [1]. - The National Securities Growth 100 Index dropped by 2.1% [1]. Group 2: Growth ETF Details - The Growth ETF (159259) tracks the National Securities Growth 100 Index, which focuses on A-share stocks with prominent growth styles [3]. - Over 70% of the index's weight is concentrated in the electronics, communication, and computer sectors, aligning with the core aspects of AI computing power [1][3]. - The Growth ETF is the only product that tracks this index, providing investors with opportunities to capitalize on growth-style investments [1].