巴克莱：将黑石集团(BX.N)目标价从165美元上调至172美元。 本文源自：金融界AI电报 ...

Group 1 - The core point of the article is that New Power Finance has announced an increase in external guarantees, totaling approximately 808 million yuan, which represents 76.22% of the company's most recent audited net assets [1] - As of the announcement date, the total external guarantees by the company and its subsidiaries amount to about 808 million yuan, with the subsidiaries accounting for 77.86 million yuan [1] - The market capitalization of New Power Finance is reported to be 4.5 billion yuan [1] Group 2 - For the year 2024, the revenue composition of New Power Finance is as follows: financing leasing accounts for 57.66%, small loans for 21.69%, software and information technology services for 9.38%, pawn business for 5.03%, and financing guarantees for 4.59% [1]

加快推动金融数智化转型，是顺应数字经济浪潮的必然要求，是支撑三级监管体系的有力保障，是赋能 业务提质增效的重要措施。英大集团深入落实国家电网公司工作要求，构建金融业务数智化转型"一盘 棋"格局，建成投运三级监管数字化体系，支撑"三分四管住"穿透式管控，"三中台四系统"筑牢扎实底 座，人工智能技术普及场景应用，数字人民币生态丰富性持续提升，为金融业务高质量发展提供坚实支 撑。 统筹顶层设计。从金融业务高质量发展实际出发，对金融数智化转型进行统一建设规划，以构建"三分 四管住"体系为抓手，全面提高金融管理数智化水平，支撑三级监管体系和业务运营。 完善运营体系。搭建起"国家电网公司统推系统-英大集团金融中台-各金融单位核心业务系统"层次化数 字化支撑体系，优化升级数字基础资源，提升基础支撑能力及系统集约水平。 夯实安全基础。积极推动网络安全建设与运维能力提升，建成投运集团大安全体系，完成国家重大活动 期间网络安全保障工作及国家网络攻防实战演习，确保安全稳定局面。 搭建三中台四系统 赋能数智基础支撑 扎实筑牢金融数智化转型底座，聚力搭建并持续升级"三中台四系统"，全面对接14家金融单位40多套数 字化系统，实现100 ...

Macro Dynamics - The US signed an agreement with Japan, South Korea, Australia, and six other countries to strengthen the rare earth supply chain, emphasizing the need for fair competition and market principles [2] - The Shanghai Stock Exchange announced that detailed trading data for bond lending will not be published for now, with a specific announcement on the timing to follow [2] Financial Institutions - Xu Zuo, former Vice President of CITIC Group, was sentenced to life imprisonment for bribery and illegal business operations, with all personal assets confiscated [7] Market Data - On December 12, A-shares closed higher, with the Shanghai Composite Index up 0.41% and the Shenzhen Component Index up 0.84%. The total trading volume reached approximately 2.09 trillion yuan, an increase of about 235 billion yuan from the previous trading day [8] - The Hong Kong stock market also saw gains, with the Hang Seng Index rising 1.75% and the Hang Seng Tech Index up 1.87%, driven by strong performances from tech stocks [9] Company Dynamics - Xiaomi responded to claims that it was preventing the sale of millet, clarifying that the legal action taken was against malicious imitation and defamation, not against the use of the term "millet" [10] - Honor's Chief Marketing Officer, Guo Rui, has confirmed his departure from the company, having previously served as CMO for Huawei's terminal division [12]

Core Viewpoint - The hawkish outlook of the Bank of Japan (BoJ) is counterbalancing market risk appetite, with yen bulls currently in a stronger position despite some weakness in the yen due to optimistic market sentiment and concerns over Japan's fiscal situation [1][2]. Group 1: Market Sentiment and Currency Dynamics - The yen is under pressure but supported by hawkish expectations from the BoJ, limiting the bearish momentum [1]. - Traders are pricing in the possibility of the BoJ raising interest rates as early as next week, contrasting with expectations of further rate cuts from the Federal Reserve, which has kept the dollar under pressure [1][2]. - Prime Minister Sanae Takaichi's large-scale spending plan is exacerbating concerns over Japan's public finances, contributing to a cautious approach among traders regarding aggressive short positions on the yen [1][2]. Group 2: Economic Indicators and Policy Expectations - The Corporate Goods Price Index (CGPI) indicates that Japan's inflation remains above historical averages, supporting the BoJ's hawkish stance and the likelihood of policy normalization [2]. - The upcoming BoJ policy meeting on December 18 is highly anticipated, with traders likely to avoid aggressive shorting of the yen ahead of this event [2]. - The Fed's recent decision to cut rates by 25 basis points and its future outlook has created a weak dollar environment, further impacting USD/JPY dynamics [3]. Group 3: Technical Analysis - The immediate resistance for USD/JPY is just above the 156.00 level, with potential for a new round of short covering if this level is breached [6]. - A drop below the psychological level of 155.00 could accelerate declines in USD/JPY, with key support levels at 154.35 and 154.00 [6].

后者覆盖77国合规风险全景，致力于构建"研究-咨询"闭环，助力企业构建动态风险预警体系。 上海财经大学滴水湖高级金融学院助理研究员郭婉祺指出，出海已成为中国企业的战略必然。但是，传 统国别风险指数更新滞后、结构单一、难以应对突发变化，已无法满足出海企业实际需求。本次发布 的"出海风险指数"实现三方面创新，一是借助人工智能实时抓取政策文本和新闻舆情，使指数从"静态 体检表"升级为"动态风险雷达"；二是将ESG、供应链、数字治理等新兴风险纳入框架，使企业能更精 准评估不可见风险；三是采用鲜明的中国视角，通过"双边投资协定""对华关系"等指标，更契合中国企 业的海外实践情境。 论坛期间，"中国科创金融指数（SFI）"与"出海风险指数（GARI）"正式发布。 前者聚焦金融支持科创与新质生产力效能，通过五大基础指数构建可视化"仪表盘"，为政策优化提供精 准诊断。 经济观察网 12月12日，由中国（上海）自由贸易试验区临港新片区管理委员会指导、上海财经大学主 办、上海财经大学滴水湖高级金融学院及上财滴水湖高金资本市场研究中心承办的"中国资本走出去的 机遇与挑战"论坛在上海临港（600848）中心举行。 临港新片区国际合作 ...

格隆汇12月12日丨辽宁成大(600739.SH)公布，公司接到中国银行间市场交易商协会的《接受注册通知 书》（中市协注【2025】MTN1210号），中国银行间市场交易商协会决定接受公司中期票据注册。根 据《接受注册通知书》，公司本次中期票据注册金额为人民币30亿元。 ...

Core Viewpoint - The forum focused on the theme of "Vitality and Resilience, Innovation and Empowerment," aiming to respond to contemporary challenges and explore future pathways for development [2]. Group 1: Central Enterprises and Financial Integration - Zhao Zhao, Assistant President of Sinochem Capital, emphasized the importance of central enterprises (SOEs) in integrating industry and finance to empower the real economy, highlighting the need for innovative financial methods [2][3]. - The core of SOEs' financial integration lies in adhering to the service of the real economy, actively responding to national calls, and focusing on five key areas: technology finance, green finance, inclusive finance, pension finance, and digital finance [2][3]. Group 2: Characteristics of Financial Licenses - SOEs are prioritizing the cultivation of financial licenses that can empower their main businesses, particularly in areas like industrial funds and financing leasing [2][3]. - The analysis pointed out that SOEs are also considering licenses with fewer restrictions on related transactions and lower capital consumption as important factors in their strategic layout [2][3]. Group 3: Core Competitiveness and Future Directions - Providing differentiated financial services along the industrial chain has become a key strategy for SOEs to build core competitiveness in their financial sectors [3]. - Zhao emphasized the need to prioritize compliance and risk prevention over mere scale, fostering a new pattern of high-quality development [3]. - The future focus for SOEs in financial integration will be on leveraging existing license capabilities and enhancing financial support for major strategies and key areas [3][4]. Group 4: Practical Exploration by Sinochem Capital - Sinochem Capital has engaged in various financial and service sectors, including trust, factoring, industrial funds, business services, and insurance brokerage, through controlling and participating in different entities [3][4]. - The company has established distinctive brands and advantages in areas such as securities services, inclusive finance, supply chain finance, and risk services, supporting the development of core industries like life sciences and petrochemicals [4]. Group 5: Commitment to Quality Development - The path of financial integration for SOEs is fundamentally about maintaining a commitment to political and social responsibilities while serving their primary business roles [4]. - Sinochem Capital and similar SOE platforms will continue to deepen financial collaboration, providing high-quality and empathetic financial services to support the high-quality development of the real economy and improve the lives of households [4].

Group 1 - The company announced the appointment of Ernst & Young as the new auditor following the resignation of Deloitte, effective from December 12, 2025 [1] - The decision was made by the board based on the recommendation of the audit committee to fill the temporary vacancy [1] - Ernst & Young will serve until the conclusion of the next annual general meeting of the company [1]

Core Viewpoint - Yongli Investment (01145) has appointed Ernst & Young as its new auditor following the resignation of Deloitte, effective from December 12, 2025, to fill the temporary vacancy until the next annual general meeting [1] Group 1 - The decision to appoint Ernst & Young was made by the board based on the recommendation of the audit committee [1] - The appointment is intended to address the temporary vacancy left by the resignation of Deloitte [1] - Ernst & Young will serve as the auditor until the conclusion of the company's next annual general meeting [1]