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《前瞻》中国4月底政治局会议料不轻易露“底牌”,但会释放增量信号振奋信心
2025-04-27 03:55
LSEG 《前瞻》中国4月底政治局会议料不轻易露"底牌",但会释放增量信号振奋信心 - Reuters News み 2025年4月25日 10:09:44 上午 中国财长和央行行长近日出席二十国集团(G20)会议,蓝佛安强调中国主张通过平等对话协商解决贸易和关税争议;潘功胜则表示 各方应加强合作,努力避免全球经济滑向'高摩擦、低信任'的轨道。 **明确增量预期** 张迪认为,4月政治局会议或释放更加积极的工作基调:一方面、加快已有政策工具的落实、包括加快政府债券的发行进度、为下半 年政策加码腾出空间;另一方面,给出增量政策信号, 待外部环境进入稳态后, 适时推出政策储备。 路透北京4月25日 - 中国4月底即将召开政治局会议,为全年经济工作开展"划重点"。但鉴于中美谈判形势尚未明晰,分析人士普 遍预期,会议可能难见"大水漫灌"式激进策略. 因为不轻易亮出全部"底牌"。预计随着贸易战进展"攻守兼备", 择机出动, 不过他们认为,总体会议在强调落实既有政策基础上,也会释放增量政策信号提振信心。具体来看,刺激内需尤其是消费的政策将 逐渐浮出水面, 如提高居民收入、提供育儿补贴等, 后续聚焦与社会保障体系密切相关的 ...
515投资者保护日|东海基金搭建“三维对话平台” 聚焦青年法律人才 开辟职业成长新赛道
Xin Lang Ji Jin· 2025-04-27 02:16
在长效公益机制建设层面,独创的"1+1+N"协作模式展现出强大的资源整合能力。该机制以金融机构与 律所的专业联盟为支点,辐射至社区,通过"金融法治进社区""法律知识进企业"等普惠行动,将投教服 务嵌入社会肌理。配套实施的"双通道入围"人才选拔体系,采用机构推荐与公开招募并举的路径,依 托"黄金三角评估模型"从专业力、公益力、传播力三个维度严选法律先锋。这些青年大使深度参与投教 内容创作,在社区普法讲座、企业合规咨询等多元场景中化身法治火种的传播者,形成专业价值与社会 责任的双向赋能。 专题:515投资者保护!新浪财经2025年度投教案例展播中 新浪财经"2025年度投教优秀案例评选"活动已于3月21日正式启动。东海基金"东海·青年律师公益投教 计划"投教品牌参选"最佳投资者教育创新奖"类别。>>活动详情 据悉,东海基金与东海证券投教基地共同发起的"东海·青年律师公益投教计划",以跨界融合之势开辟 了投资者教育新范式。这项公益投教项目通过系统性整合法律专业力量与金融实务经验,构建起"知识 共享-人才培育-场景渗透"三位一体的服务生态,着力于提升投资者风险识别能力与权益保护意识,为 资本市场构筑起法治化运行的深层 ...
Nomura Holdings, Inc. (NMR) Q4 2025 Earnings Conference Call Transcript
Seeking Alpha· 2025-04-26 04:47
Core Viewpoint - Nomura Holdings reported a significant increase in Group net revenue for the fiscal year ending March 2025, indicating strong financial performance and growth potential in the investment banking sector [4]. Financial Performance - Group net revenue increased by 21% year-on-year [4]. - The conference call was held to discuss the fourth quarter and full-year operating results, highlighting the company's financial achievements [1]. Conference Call Details - The conference call was hosted by Takumi Kitamura, the Chief Financial Officer of Nomura Holdings, who provided an overview of the financial results [3]. - The call included participation from various securities firms, indicating a broad interest in the company's performance [1].
证券从业者热衷考公考编,一年多来2.4万人退出
Mei Ri Jing Ji Xin Wen· 2025-04-26 02:43
Group 1 - The China Securities Regulatory Commission (CSRC) announced a list of 287 proposed recruits for civil service positions in 2025, including 28 from brokerage firms and 7 from fund companies [1][2] - This trend of brokerage employees transitioning to regulatory roles is not new, with previous instances in March and April 2024 where employees from various brokerages were also included in civil service recruitment lists [2][3] - The CSRC aims to strengthen its regulatory capabilities by recruiting 331 professionals with backgrounds in law, accounting, finance, and computer science for various positions [3] Group 2 - The brokerage industry is experiencing a significant talent drain, with a total of 32.61 million employees as of April 15, 2024, down from 33.15 million at the end of the previous year, marking a decrease of 5,374 employees [4] - Major brokerages like GF Securities and CITIC Securities have reported substantial staff reductions, with GF Securities losing over 1,000 employees and CITIC Securities reducing its workforce by 856 [4] - The decline in employee numbers is attributed to decreasing salary attractiveness and market environment changes, particularly affecting investment banking roles due to a downturn in financing activities [4]
东北证券股份有限公司 2025年第一季度报告
Zheng Quan Ri Bao· 2025-04-26 00:09
登录新浪财经APP 搜索【信披】查看更多考评等级 股票代码:000686 股票简称:东北证券 公告编号:2025-026 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗 漏。 重要内容提示: 1.公司董事会、监事会及董事、监事、高级管理人员保证季度报告的真实、准确、完整,不存在虚假记 载、误导性陈述或重大遗漏,并承担个别和连带的法律责任。 2.公司负责人李福春先生、主管会计工作负责人王天文先生及会计机构负责人刘雪山先生声明:保证季 度报告中财务信息的真实、准确、完整。 3.公司2025年第一季度报告未经会计师事务所审计。 一、主要合并财务数据 (一)主要合并会计数据和财务指标 报告期内,公司无需追溯调整或重述以前年度会计数据。 截止披露前一交易日的公司总股本: 用最新股本计算的全面摊薄每股收益: (二)合并非经常性损益项目和金额 (三)主要合并会计数据和财务指标发生变动的情况及原因 单位:(人民币)元 (四)母公司净资本及有关风险控制指标 单位:(人民币)元 单位:(人民币)元 公司不存在其他符合非经常性损益定义的损益项目的具体情况。 公司不存在将《公开发行证券的公 ...
兴业证券股份有限公司 2025年第一季度报告
Zheng Quan Ri Bao· 2025-04-25 23:57
Core Viewpoint - The company, Xinyi Securities, has announced its 2024 annual report and the first quarter report for 2025, ensuring the accuracy and completeness of the financial information provided [2][7]. Financial Data Summary - The financial statements for the first quarter of 2025 have not been audited [3]. - The company has reported significant financial data, including net capital and risk control indicators, which have been restated according to regulatory standards [3]. - Non-recurring gains and losses have been identified, with specific amounts noted, although detailed figures are not provided in the documents [4]. Shareholder Information - The total number of ordinary shareholders and the status of major shareholders have been documented, but no significant changes have been reported in the top ten shareholders [6]. Investor Communication - An investor briefing session is scheduled for May 12, 2025, from 16:00 to 17:00, to discuss the 2024 annual results and the first quarter of 2025 [8][10]. - The session will be held online at the Shanghai Stock Exchange Roadshow Center, allowing investors to submit questions in advance [12][13]. - Key company personnel, including the president and CFO, will participate in the session to address investor inquiries [10][11].
国海证券:三端发力,17项重点举措做好金融“五篇大文章”
Quan Jing Wang· 2025-04-25 10:47
Core Viewpoint - Guohai Securities is focusing on enhancing its financial services to support new productive forces through various initiatives in technology finance and green finance, aiming for significant growth in asset management and digital financial services [1]. Group 1: Financial Initiatives - In 2024, Guohai Securities plans to implement a work plan to support the "Five Major Articles," with 17 specific measures aimed at guiding financial resources to new productive forces [1]. - The company has invested 3.8 billion yuan in technology and green sectors, assisting four companies in listing on the New Third Board [1]. - The trading volume of green and inclusive financial bonds in the secondary market exceeded 17.2 billion yuan [1]. Group 2: Asset Management Growth - By the end of 2024, the company aims to manage nearly 190 billion yuan in large asset management products, reflecting an 8% increase from the previous year [1]. - Retail business assets under management reached nearly 290 billion yuan, marking a 5% growth year-on-year [1]. - The company established three new inclusive public funds with a total fundraising of 8.7 billion yuan, managing a total of 111 inclusive public funds [1]. Group 3: Digital Financial Services - Guohai Securities has optimized over 520 functions in its digital platforms, including the Jin Tanhua APP and investment advisory platforms [1]. - The company’s self-developed "Intelligent Investment Advisory Service Product Array" was recognized as a best practice in digital transformation by the China Listed Companies Association [1]. - The "Audit and Inspection Technology Research and Application Demonstration" project won the third prize in the Financial Technology Development Award from the People's Bank of China [1].
深圳携手东京湾区——国际金融人才跨境金融专题交流会在深成功举办
Zheng Quan Shi Bao Wang· 2025-04-25 03:29
近年来,科创企业掀起了新一轮国际化浪潮。企业"出海"、金融"护航",在服务科创企业全球国际化的 过程中,如何提升自身"软实力",提高金融机构与金融人才的国际化?深圳在跨境金融交流中再创新 篇。 近日,"走进日本金融市场——国际金融人才跨境金融专题交流会"在深圳举行。本次会议汇聚了来自深 圳与日本的金融管理部门,深圳证券交易所、东京证券交易所及银行、证券、保险、基金等金融机构代 表,围绕深圳与日本资本市场互联互通、金融产品创新、金融人才培养等议题展开深入研讨交流。 在金融创新领域,依托前海深港金融城推动跨境金融创新,在前海试点QFLP、优化跨境理财通,探索 数字人民币跨境使用。截至2024年,深圳外资企业数量稳居全国首位,为科创企业赴海内外上市提供全 周期金融支持,不断推动金融人才与金融市场国际化发展。 党的二十届三中全会就完善高水平对外开放体制机制作出系统部署,明确提出以开放促改革,建设更高 水平开放型经济新体制,强调建立健全跨境金融服务体系,丰富金融产品和服务供给。 金融合作基础良好两地金融机构热烈交流 深圳持续提升跨境金融服务水平,不断优化丰富人才金融服务体系。本次交流会由中共深圳市委金融 办、福田区人民 ...
申万宏源证券邀您参与2025年反洗钱知识线上答题活动
申万宏源证券上海北京西路营业部· 2025-04-25 03:11
1 长安或扫描上方二维码,点击关注金融时报微信 公众号-进入公众号 2 点击底部"线上答题"专栏一点击"参与答题" 3 点击"开始答题",即可参与 注:公众号底部"线上答题"中有"答题辅导" 投 资 有 风 险 普及《反洗钱法》助力金融安全 司左根山分 申万宏源证券邀您参与 主办 中国人民银行反洗钱局 2025年4月21日-25日 活动时间 8:00-24:00 长按识别/扫码答 参与方式 ...
债市启明|二季度隐债置换规模与区域占比
中信证券研究· 2025-04-25 00:09
文 | 明明 李晗 徐烨烽 俞柯帆 来正杰 化债资金前置发行的背景下,一季度地方债发行规模创新高,合计发行2 . 8 4万亿元,其中化债资金 1 . 4万亿元,包括1 . 3万亿元置换隐债专项债和11 7 2亿元特殊新增专项债。但从新增地方债的角度 看,一季度发行新增一般债2 7 9 1亿元,新增专项债9 6 0 2亿元,节奏同比有所加快,但相对其余年 份而言仍有差距。展望二季度,当前已公布发行地方债合计规模约2 . 2 3万亿元,在"自审自发"试点 落地后,新增债发行有望加速,也可期待土储专项债的增量发行和化债资金的继续落地。配置角 度,当前地方债利差相对较高,流动性虽有改善,但仍低于市场平均水平,适合负债端稳定的配置 机构进行参与。 ▍ 2 0 2 5年一季度地方债发行规模创新高,结构分化凸显政策导向。 2 0 2 5年一季度地方债合计发行2 . 8 4万亿元,同比增长8 1%,超越历年来一季度发行水平。从结构 看,一季度专项债发行占比显著提升,合计发行2 . 4 3万亿元,其中再融资专项债1 . 4万亿元,占发 行总量高达5 2%,主要源于地方政府化债资金加速落地需求。一般债券发行4 1 0 2亿元,占 ...