近年来，"趋势"与"拐点"成为投资界最为高频的关键词。在风云变幻的时代里，个体如何站在大局中辨方向？如何在不确定性中找机会？ 金融市场复杂多变，投资者如何拨开重重迷雾，寻觅机遇，挖掘出那一缕代表着希望的光线？ 刚刚读完时寒冰的《时寒冰说：全球视野下的投资机会》，让我的心里豁然开朗。 这本书是时寒冰8月份刚上市的新书，书中的内容紧跟当下的时事，帮我们分析了未来很长一段时间值得去关注的趋势。 它既不像一般投资书那样止于技法，也不仅是眼前行情解读，而是试图从极具厚度的历史、资本、地缘与稀缺视角，重构一个面向未来的投资框架。 从时代背景看，这本书诞生于后疫情时代、全球地缘博弈加剧、货币宽松与通胀、产业链重塑、能源转型、大宗商品波动等叠加不确定性极强的时代。 对作者而言，这是一次用思考回应时代的尝试，也是希望给读者在未来十年、二十年里提供一个相对清晰的方向坐标。 他以货币、贸易、资源、人口、消费等关键指标为线索，深入剖析当今世界的重要趋势，比如人工智能技术崛起、新能源革命、全球产业大转移、货币体系 重构等。 他抽丝剥茧，探寻趋势产生的背景、原理与逻辑，为广大投资者揭示了黄金、白银、核电、美股、美债、中药材、小金属等领域 ...

截至2025年9月30日，公司2025年前三季度累计商运发电量为1843.64亿千瓦时，同比增长14.95%;上网 电量为1,740.95亿千瓦时，同比增长15.20%。 智通财经APP讯，中国核电(601985.SH)发布公告，根据公司统计，截至2025年9月30日，公司核电控股 在运机组26台，装机容量2,500.00万千瓦;控股在建及核准待建机组19台，装机容量2,185.90万千瓦，核 电装机容量合计4,685.90万千瓦。公司新能源控股在运装机容量3,348.47万千瓦，包括风电1,049.13万千 瓦、光伏2,299.34万千瓦，另控股独立储能电站165.10万千瓦;控股在建装机容量738.78万千瓦，包括风 电194.64万千瓦，光伏544.13万千瓦。 ...

Group 1 - The report highlights that the bond market is experiencing a mild recovery due to the central bank's continued support for liquidity, with expectations of a gradual decline in supply in the fourth quarter [2][10][12] - In the stock market, increased volatility is noted, particularly in the financial and low-volatility sectors, as profit-taking in growth sectors leads to significant market fluctuations [3][10][12] - The report suggests a balanced investment approach, focusing on mid to large-cap indices, and indicates that stable funds may enter the market to maintain stability during periods of heightened volatility [3][12][13] Group 2 - Key events include a significant increase in domestic travel during the National Day holiday, with 888 million trips taken, generating a total expenditure of 809 billion yuan, reflecting a year-on-year increase [9] - The report mentions new export control measures on certain materials, which will take effect on November 8, indicating potential impacts on related industries [9] - The report tracks important market indicators, noting that the average daily trading volume in the A-share market has rebounded to 2.603 trillion yuan, indicating increased market activity post-holiday [21][22]

转债周策略 20251012 临近强赎转债的交易策略 2025 年 10 月 12 日 ➢ 临近强赎转债的交易策略 投资者当前对股票市场预期较高，或更偏好持有股性转债博取更大的弹性。跟踪 和分析转债市场强赎执行率和相关的价格信号或可帮助投资者优化股性转债的 投资思路。 从近期的强赎执行率来看，三季度转债强赎执行率基本处于历史高位（25 年 1 月 样本数量较低参考意义不大），较多上市公司在强赎触发后希望快速促转股；发 行人较强的转股意愿同样可以从下修概率看出：三季度下修概率逐月提升，下修 会加大转债的稀释率，因此上市公司往往不轻易提议下修，近期下修概率上升或 说明上市公司希望在市场火热的窗口期快速促转股。 上市公司转股意愿和转债强赎概率的上升提示投资者对股性转债的交易节奏需 更为谨慎，当市场交易转债的强赎意愿时，转债溢价率可能提前回落。我们统计 了 6 月至今，各触发强赎转债样本的转股溢价率变动情况，归纳强赎触发前后的 转债投资者行为： （1） 随着强赎触发临近，转债溢价率出现一定承压，体现了投资者的谨慎情 绪，其中，提议强赎的转债溢价率下降幅度较为明显。 （2） 随着强赎触发的临近，不强赎样本的平均转股溢价 ...

2025中国·澄迈国际经济贸易洽谈会即将登场。徐涛透露，截至目前，本次经洽会锁定意向签约项目超 200个，意向签约金额超过去年。 海南产经新观察：封关催热"投资自贸港" 中新网海口10月12日电 (陈英清)伴随海南自贸港建设推进，一个浙琼产业园落户海南省澄迈县老城科技 新城，吸引超威、宁德时代、阳光电源等一家家龙头企业前来对接合作。 4月14日，2025年海南自由贸易港全球产业招商大会在海南海口举行，众多世界500强企业、中国 500强企业以及民营企业500强企业派出代表出席，抢抓海南自贸港商机。 中新网记者 骆云飞 摄 今年是海南自贸港封关运作和扩大开放之年。澄迈县老城科技新城管理局局长李国娇近日受访时告诉记 者，今年以来，该园区已招引亿元以上社会投资项目16个，包括中能建零碳园区、高端石油装备再制造 产业园、浙江飞谷数字产业社区等6个超10亿元项目；同时，谋划4个10亿元以上的政府投资项目，其 中"全球出海之窗"项目预计年底前投入使用。 身处招商一线，澄迈县县长徐涛深切感受到海内外投资者对投资自贸港抱有极大的热情。他说，今年以 来，已有近千家企业到澄迈考察调研，正在洽谈项目290个，其中重点项目107个， ...

Core Insights - Silver prices have recently surged, with spot silver reaching a record high of $51.22 per ounce on October 9, indicating a shift in the precious metals market dynamics [1] - The increase in silver prices is driven by both industrial demand and investment attributes, with a year-to-date increase of over 70% [1][2] - The global silver supply has faced a deficit for five consecutive years, leading to a significant decline in inventory and increased spot premiums [2] Group 1: Market Dynamics - The strong performance of silver is attributed to its dual role as an industrial metal and a store of value, influenced by rising demand in sectors like renewable energy and semiconductors [1] - The macroeconomic environment, including the onset of a Federal Reserve rate cut cycle and ongoing geopolitical risks, has enhanced silver's appeal as a monetary and safe-haven asset [1][2] - The gold-silver ratio currently stands at approximately 82 domestically and 85 internationally, indicating that silver is relatively undervalued compared to gold, prompting investors to shift their focus towards silver [2][3] Group 2: Supply and Demand Factors - The recent tightness in the silver spot market has led to a spike in leasing rates and an unusual premium of spot prices over futures prices [2] - The ongoing bullish trend in precious metals is reflective of rising concerns regarding the sustainability of the dollar currency system and geopolitical uncertainties [3] - Analysts suggest that the current market conditions may lead to further price increases for silver due to potential short-term supply constraints and the risk of warehouse squeezes [3]

Core Viewpoint - The article emphasizes the acceleration of global energy transition driven by carbon neutrality goals, highlighting the emergence of zero-carbon technologies such as green hydrogen, fuel cells, and energy storage as key areas for innovation and investment [2][3]. Group 1: Event Background - The 2025 Zero Carbon Technology Entrepreneurship Competition aims to discover promising zero-carbon technology companies and promote the deep collaboration of technology, capital, and industry [2][3]. - The competition is initiated by Yield Capital, TrendBank, and other partners, focusing on the incubation and industrialization of innovative technologies [2][3]. Group 2: Innovation and Growth - The event seeks to provide a platform for technology innovators to showcase their work and accelerate the transition from laboratory to industrial application [3]. - It aims to connect industry partners with cutting-edge technologies to promote the large-scale application of zero-carbon solutions [3]. - Investment institutions are encouraged to identify high-growth projects and nurture future leaders in the green energy sector [3]. Group 3: Competition Structure - The competition includes various tracks focusing on different aspects of zero-carbon technology, such as green hydrogen, carbon capture, fuel cells, new energy storage, new hydrogen production methods, and smart energy [9][10][11][12][13][14]. - Each track addresses specific technological advancements and their potential impact on achieving carbon neutrality [9][10][11][12][13][14]. Group 4: Support for Participants - High-quality projects will receive support in financing, market branding, and incubation acceleration [15][16]. - Participants will have opportunities for one-on-one financing consultations, exposure to industry leaders, and potential media coverage [18][19]. Group 5: Upcoming Events - The competition will feature multiple preliminary rounds across different regions, including Shanghai and Beijing, leading to a final competition [21][22][25][27]. - The events are designed to enhance interaction among industry experts, market resources, and technology specialists [19].

Core Points - The 2025 National Urban Joint Recruitment Autumn Special Event for college graduates is currently underway across the country, with 283 special service activities launched [1] - This year's autumn recruitment activities focus on the 2026 graduating class and previously unemployed graduates, with over 2,400 public employment service agencies and leading human resource service providers participating [1] - The first batch of special service activities includes 72 events targeting various industries such as advanced manufacturing, healthcare, artificial intelligence, and the internet, as well as online and offline recruitment fairs in key regions [1] - The second batch of special service activities consists of 120 events focused on key industries like advanced manufacturing, healthcare, new energy, and finance, along with online and offline recruitment fairs in important regions [1]

Group 1: Foreign Investment Trends in China - Foreign companies are accelerating the establishment of R&D centers in China, marking a new trend in foreign investment in the Chinese market [1] - The Chinese market is transitioning from being a "world factory" to a balance of R&D and manufacturing, with multinational companies increasing their R&D investments [1] Group 2: Bosch's Investment in Suzhou - Bosch Group signed an agreement to invest 10 billion yuan in a smart driving industry innovation project over five years in Suzhou [3] - The project aims to develop advanced full-stack smart driving system solutions and related products, contributing to the intelligent upgrade of the automotive industry [3] - Bosch has evolved from producing single technology products to becoming an important innovation center covering smart driving and industrial internet technologies [3] Group 3: Roche Diagnostics' Investment - Roche Diagnostics announced an investment of 380 million Swiss francs to build a new reagent and instrument production and R&D base in China, marking its largest single investment in the country [4] - The investment aims to enhance local innovation and expand the product pipeline in China [4] - Policies from the Ministry of Commerce and the Ministry of Science and Technology are encouraging foreign investment in R&D centers, improving the environment for foreign companies [4] Group 4: Danfoss' Continued Investment - Danfoss has made its 10th investment in China over the past 20 years, with a new global manufacturing base in Jiaxing, Zhejiang, totaling 2.7 billion yuan [5] - The new facility will integrate innovative technology and smart operations, becoming a future factory and zero-carbon industrial park [5] - Danfoss views China as a "second hometown market" and is committed to investing in the country to support green transformation and high-quality development [5] Group 5: Investment Growth in Guangxi Free Trade Zone - The Guangxi Free Trade Zone saw actual foreign investment of 2.24 billion yuan in the first eight months of the year, a year-on-year increase of 270.3% [7] - The region is leveraging its geographical advantages to attract investment, particularly in the new energy manufacturing sector [7] - Policies encouraging foreign investment in advantageous industries like new energy vehicles are being implemented to enhance the investment environment [8]

首批特色服务活动包括72场面向先进制造、医疗卫生、人工智能、互联网等不同行业，以及华东、华北 地区等重点区域的线上线下专场和校园招聘会，5场跨区域巡回招聘会。 第二批特色服务活动，包括120场面向先进制造、医疗卫生、新能源、金融等重点行业，以及东北地 区、长江经济带、丝绸之路经济带等重点区域的线上线下专场和校园招聘会，7场跨区域巡回招聘会及 系列直播带岗活动等。 （文章来源：央视新闻） 据人力资源社会保障部，2025年全国城市联合招聘高校毕业生秋季专场活动正在全国各地展开，目前已 推出283场特色服务活动。 今年的秋季专场招聘活动重点面向2026届高校毕业生及往届未就业高校毕业生，全国2400多家公共就业 人才服务机构及部分头部人力资源服务机构共同参与、联动发力，陆续推出一系列综合和专场招聘及就 业指导服务。 ...