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美国内部“去美元化”,黄金“王者归来”!
Sou Hu Cai Jing· 2025-06-03 08:41
Core Viewpoint - Florida has taken a significant step towards de-dollarization by recognizing gold and silver coins with purity over 99.5% and 99.9% as legal tender, exempting them from sales tax, marking a shift in the financial landscape within the U.S. [1][4] Group 1: Legislative Actions - Florida's legislation aims to combat the risks associated with the depreciation of the U.S. dollar, with state representative Doug Bankson highlighting that the dollar's purchasing power has decreased by over 90% since the U.S. abandoned the gold standard in 1971 [3][4] - Other states, including Utah, Texas, Tennessee, and Arkansas, have also enacted similar laws recognizing gold and silver as legal tender, indicating a growing trend across the U.S. [4] Group 2: Economic Context - The U.S. dollar has faced significant depreciation, with the dollar index dropping over 10% this year, contributing to Florida's move towards de-dollarization [6] - The U.S. national debt has reached approximately $37 trillion, raising concerns about the sustainability of the dollar as a global currency and the potential for a loss of confidence in its value [6][9] Group 3: Global Trends - There is a global shift towards de-dollarization, with BRICS nations promoting local currency settlements and a decline in reliance on the dollar for oil transactions in the Middle East [9] - The rise of stablecoins and the exploration of a digital dollar by the Federal Reserve reflect the U.S.'s attempts to adapt to changing financial dynamics and maintain its currency's relevance [9]
每经热评︱中企扎堆上市外资疯狂“扫货” 港股募资额登顶重塑全球资本图谱
Mei Ri Jing Ji Xin Wen· 2025-05-22 13:37
Group 1 - The core event is the successful IPO of CATL on the Hong Kong Stock Exchange, raising a net amount of HKD 35.3 billion, marking the largest IPO globally in 2023 [1] - The Hong Kong IPO market has shown a strong performance, with a total fundraising amount exceeding HKD 65 billion as of May 20, 2023, making it the leading market globally [1] - There are currently 151 companies waiting to go public in Hong Kong, with expectations that the total fundraising for the year will surpass HKD 150 billion [1] Group 2 - The IPO boom is characterized by a structural shift, with leading A-share companies driving the trend, including companies like Hengrui Medicine and Haitian Flavoring [1] - The strong performance of the Hong Kong market is reflected in the Hang Seng Index, which has seen a year-to-date increase of 17.37% [2] - The discount rate for H-shares compared to A-shares has significantly decreased, with CATL's H-share price only 6.5% lower than its A-share price, the lowest in the past decade [2] Group 3 - The current IPO activity is a result of both domestic companies seeking international expansion and the growing demand for diversified asset allocation by international capital [3] - The changing international trade landscape is influencing capital flows, indicating a shift of Chinese assets from being perceived as "price low" to "value high" [3]
浙江威星智能仪表股份有限公司关于使用闲置自有资金进行委托理财到期赎回的公告
浙江威星智能仪表股份有限公司(以下简称"公司"或"威星智能")于2024年4月23日召开第五届董事会 第十六次会议及第五届监事会第十四次会议,审议通过了《关于2024年度使用闲置自有资金进行委托理 财的议案》,并于2024年5月17日召开2023年年度股东会,审议通过了该议案,同意公司及控股子公司 在不影响正常经营的情况下,使用闲置自有资金进行委托理财,单笔额度不超过人民币10,000万元,委 托理财的额度在股东会审议通过之日起一年内可以滚动使用。 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:002849 证券简称:威星智能 公告编号:2025-027 浙江威星智能仪表股份有限公司关于使用闲置自有资金进行委托理财到期赎回的公告 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。 三、备查文件 1、理财产品到期赎回凭证。 以上内容详见公司于2024年4月25日及2024年5月18日在巨潮资讯网(www.cninfo.com.cn)发布的相关 公告。 公司此前购买的交通银行股份有限公司的结构性存款理财产品已到期赎回,现将具体情况公告如下: 一、本次使用 ...
大动作,将在沙特建立交割金库,布雷斯顿森林体系2.0来了!
Sou Hu Cai Jing· 2025-05-10 08:04
Group 1 - The Shanghai Gold Exchange will establish a delivery vault in Saudi Arabia, with plans for additional vaults in Hong Kong, Singapore, and Switzerland, allowing global citizens to exchange their RMB for gold [1] - The internationalization of the RMB is accelerating, with the first version of the Bretton Woods system introduced in 2018, allowing oil-exporting countries to exchange RMB for gold at the Shanghai Gold Exchange [3] - The transition from "petrodollar" to "petro-RMB" is underway, with Saudi Arabia beginning to accept RMB for oil purchases, marking a significant shift in currency dynamics [5] Group 2 - The establishment of a delivery vault in Saudi Arabia addresses concerns about the accessibility of gold, enabling immediate exchange of RMB for physical gold without leaving Saudi borders [5] - The internationalization of the RMB is entering a fast track, potentially positioning it as a major global payment currency, especially as the U.S. faces significant debt pressures [7] - The decoupling of Chinese assets from the U.S. dollar is expected to enhance China's pricing power in global markets, reducing reliance on the dollar [7]
美元霸权裂痕,人民币国际化闪电战,27国转向中国
Sou Hu Cai Jing· 2025-04-20 11:57
Group 1 - The dominance of the US dollar is a significant asset for the US, allowing it to easily create wealth through unchecked money printing and benefiting from the "seigniorage" effect [1] - However, this privilege has become a double-edged sword, leading to neglect of industrial development, a decline in overall national strength, increasing wealth disparity, and escalating social tensions [2][3] - The transition from a commodity-based currency system to a pure fiat currency system raises challenges in restraining the issuing country's tendency to abuse its power [2][3] Group 2 - Historical examples show that countries with poor performance inevitably face a loss of currency credibility, while even well-performing nations struggle with long-term currency depreciation [3] - The current global trade still necessitates an international monetary system, but the US's actions reveal a mismatch between its moral standing and actual power, potentially undermining its currency dominance [5] - The historical context of Spain's financial situation during the colonial era parallels the current US scenario, where excessive money supply led to inflation and economic decline despite initial wealth accumulation [7][9][10] Group 3 - The detachment of the US dollar from gold in 1971 marked a shift to a system reliant on national self-restraint, yet many countries now face significant fiscal deficits, with the Eurozone averaging a deficit of 3.6% in 2023 [12] - The US's financial situation reflects a growing debt crisis, exacerbated by inflation, with government debt expected to continue rising, highlighting the urgency for a new monetary system [13] - In contrast, China's gradual internationalization of the renminbi is gaining momentum, with significant cross-border financing initiatives and increasing global acceptance [15][16]
【招银研究|宏观点评】“开门红”超预期——中国经济数据点评(2025年一季度及3月)
招商银行研究· 2025-04-16 13:13
一是结构上产需同步向好。 一季度,外需增速高于生产和内需。"抢出口"效应下以人民币计价的出口同比增 速达6.9%。内需提振政策效果延续,社零和投资分别增长4.6%、4.2%。其中,基建(11.5%)和制造业投资 (9.1%)保持高增,房地产投资(-9.9%)拖累减弱。生产端工业增加值增长6.5%,增速为2022年以来的次高 值。值得注意的是,供给强于需求的格局仍在继续,一季度产能利用率(74.1%)和产销率(94.6%)均略超 季节性回落。 图1:3月内外需求增速均有提升 资料来源:Wind,招商银行研究院 图2:消费提振,投资分化 资料来源:Wind,招商银行研究院 二是节奏上前稳后高。 3月多数经济数据增速较1-2月改善。生产加快修复,3月规模以上工业增加值同比增速 上行1.8pct至7.7%。需求端以基建投资好转最为显著,3月增速大幅提升2.6pct至12.6%。社零增速表现亮眼,3 月增速提升1.9cpt至5.9%,达到2020年以来的最高值【注释1】。制造业投资增速微升,房地产投资增速微 降。 图3:房地产销售降幅略有收窄,投资降幅再度扩张 一、总览:供需两旺 一季度我国经济开局良好,实际GDP同比 ...
中采PMI|制造业景气保持较好状态(2025年2月)
中信证券研究· 2025-03-02 11:02
文 | 杨帆 明明 玛西高娃 彭阳 2月制造业PMI回到荣枯线上方,1 - 2月制造业PMI均值总体好于2 0 2 4年,反映制造业景气保持较 好状态。结合分项数据和实物工作量指标看,经济的供给和需求端短期表现较好,PPI读数短期有 望出现一定回升。从结构上来看,装备制造业表现相对较好,部分中低附加值产业相对较弱,大型 企业和中小型企业表现分化。2月非制造业PMI环比回升,主要受建筑业季节性回升所带动,服务 业景气有所回落,近两周基建实物工作量与历史同期的差距有所减小,项目复工节奏有望边际加 快。近期经济运行整体表现较好,主要是受益于前期以旧换新"促消费"、关税预期"抢出口"、以及 四季度专项债集中发行使用三条线索,预计后续消费刺激政策接续力度、应对关税影响的宏观政策 力度是左右经济运行节奏的两条主线。 2 0 2 5年2月,中国制造业采购经理指数(制造业PMI)为5 0 . 2%,较上月提高1 . 1个百分点;中国 非制造业商务活动指数(非制造业PMI)为5 0 . 4%,较上月提高0 . 2个百分点。 ▍ 2月制造业PMI回到荣枯线上方,1 - 2月制造业PMI均值总体好于2 0 2 4年,反映制造业景气 ...