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2025年全省年平均气温15.2℃
Da Zhong Ri Bao· 2026-01-31 01:04
为1951年以来最高 较常年偏高1.4℃ 2025年全省年平均气温15.2℃ 省气候中心1月30日发布2025年山东省十大天气气候事件。2025年全省年平均气温15.2℃,较常年 偏高1.4℃,为1951年以来最高值;年内出现了连阴雨、高温、干旱、暴雪等极端天气气候事件,对农 业、电力、交通等行业和人们的生产生活造成了一定的影响。 综合考虑天气气候事件的极端性及其对我省国民经济和各行业的影响程度,省气候中心遴选确定了 十大天气气候事件,分别是:年平均气温再创历史新高,雨热充足利于生态环境改善;雨季持续时间 长,降水时空分布极其不均;秋季遭遇罕见连阴雨,秋收秋种明显推迟;夏季高温热浪破历史纪录,电 力负荷屡创新高;主汛期鲁南高温少雨,出现气象干旱;初春极端暴雪,阻交通利农事;春夏大风频 发,多地破极值;秋季雾日历史最多,交通出行受影响;12月中旬寒潮天气过程,多地积雪深度破极 值;年降水资源丰沛,吸引游客赏雪观泉。(记者 方垒 通讯员 顾谦) ...
雄安发展彰显平衡智慧 燕赵奋进崛起万亿产业
Xin Lang Cai Jing· 2026-01-30 22:49
Group 1 - The core idea of the news highlights the balanced development approach in Xiong'an New Area, showcasing a blend of rapid industrial growth and improved quality of life [5][6] - Xiong'an New Area is experiencing accelerated innovation and industrial clustering, with significant projects like the "Xiong'an No. 1" satellite being completed in just 30 hours [5] - The high-end equipment industry in Hebei has reached a trillion-yuan scale, with industrial output value expected to grow by 2.2 percentage points by 2025, contributing to 21.2% of the total industrial output [6] Group 2 - The ecological restoration of the Mianman River wetland has attracted the endangered black stork, indicating a healthy ecosystem, with over 150 individuals observed [6] - The traditional craft of making theatrical headdresses in Dingxing, a non-material cultural heritage, continues to thrive, with production expected to exceed 10,000 pieces by 2025 [7] - The first annual cultural festival in Laiyuan County promotes local customs and agricultural products, enhancing community engagement and cultural heritage [8] - A farmers' poetry event in Hejian celebrates the cultural legacy of the "Book of Songs," with local traditions being actively preserved and promoted [9]
调整观望?
第一财经· 2026-01-30 15:41
Market Overview - The A-share market experienced a significant decline, with the Shanghai Composite Index breaking below the 5-day and 10-day moving averages, indicating increased bearish momentum [6] - A total of 2,449 stocks rose, while the decline-to-rise ratio was 59:61, reflecting a mixed market sentiment with localized recovery in profitability [7] - The main funds saw a net outflow of 4.868 billion yuan, indicating a shift in investor sentiment [8] Trading Volume and Sentiment - The total trading volume of the two markets was 0.84 trillion yuan, down 12.21%, showing a notable decrease in trading activity and a prevailing cautious sentiment among investors [9] - Institutional investors are primarily focusing on portfolio adjustments and structural optimization, moving away from defensive sectors to growth sectors like CPO, semiconductors, and agriculture [11] Investor Behavior - Retail investors are showing rational behavior, avoiding short-term volatility risks while selectively investing in quality stocks during sector rotations [11] - The sentiment among retail investors indicates a preference for strategic positioning rather than impulsive trading, with a notable portion of funds being allocated to high-potential sectors [11]
Economic Forecast Slower Due To Lower Immigration, New Data Confirms
Forbes· 2026-01-30 14:50
Population Growth and Economic Implications - The latest U.S. Census Bureau estimates indicate very low population growth from June 30, 2024, to July 1, 2025, suggesting potential future weaknesses in economic growth [2] - Natural population increase has been low, with fluctuations primarily driven by net migration, which is not perfectly measured [4] - The forecast indicates that population growth in the coming years may be even lower than the current estimates, with net migration expected to approach zero due to increased enforcement of border restrictions [7] Labor Market and Productivity - Most immigrants are of working age but tend to be lower-skilled and earn lower wages, which means a decline in immigration has a less significant impact on the economy compared to a drop in native-born workers [5] - Low-skilled workers complement high-skilled workers, enhancing overall productivity in various sectors, such as construction [6] - Labor productivity growth is beginning to reflect advancements in artificial intelligence, with historical data showing variability in productivity growth rates [8] Economic Growth Forecast - With approximately zero population growth and an expected productivity growth of around two percent, inflation-adjusted GDP is projected to increase by slightly more than two percent in the coming years [9] - Business planning should be slightly less optimistic than in previous years, particularly for sectors serving low-wage consumers, which will experience slower growth [10] - The economy can remain healthy with low immigration, but its size and characteristics will differ compared to scenarios with higher immigration levels [11]
涉嫌信息披露违法违规,两家公司被证监会立案调查
登录新浪财经APP 搜索【信披】查看更多考评等级 1月30日,宝馨科技(002514.SZ)公告称,公司及公司实际控制人马伟于近日收到中国证监会下发的《立 案告知书》,因涉嫌信息披露违法违规,中国证监会决定对公司及公司实际控制人马伟立案。立案调查 期间,公司将积极配合调查,并严格履行信息披露义务。目前公司生产经营正常,未受影响。 业绩方面,宝馨科技公告,预计2025年度营业收入3.1亿元—3.3亿元,上年同期营业收入为3.36亿元。 预计2025年度归母净利润亏损6000万元—1亿元,上年同期亏损7.67亿元。 业绩方面,荃银高科公告称,预计2025年归属于上市公司股东的净利润为亏损1.80亿元至2.70亿元,上 年同期盈利9712.96万元。业绩变动主要原因系种子行业高库存、同质化竞争加剧及自然灾害影响,导 致销售价格下行、毛利率下降;同时基于谨慎性原则对应收款项、存货及商誉等计提减值准备。 截至1月30日收盘,宝馨科技跌1.74%,股价报5.65元/股。 此外,荃银高科(300087.SZ)公告称,公司于2026年1月30日收到中国证监会下发的《立案告知书》,因 公司涉嫌信息披露违法违规,中国证监会决定对 ...
2025年预计亏损且营收低于3亿元 *ST万方触及财务类退市情形
Zhong Zheng Wang· 2026-01-30 14:01
触及财务类退市情形 中证报中证网讯(记者孟培嘉)*ST万方(000638)1月30日晚披露的2025年度业绩预告显示,公司预计 2025年实现营业收入2亿元至2.5亿元,归母净利润为-0.35亿元至-0.5亿元。根据《深圳证券交易所股票 上市规则》,公司股票将因触及财务类退市情形被终止上市。 *ST万方披露的业绩预告显示,公司预计2025年营业收入为2亿元至2.5亿元,上一年度同期为3.91亿 元;预计扣除后营业收入为1.5亿元至2亿元;预计归母净利润为亏损0.35亿元至0.5亿元,同比下降 428.59%-569.41%。 审计报告不确定情况尚未消除 记者注意到,2025年7月,*ST万方发布公告称收到中国证监会下发的《中国证券监督管理委员会立案 告知书》,因涉嫌信息披露违法违规,根据《中华人民共和国证券法》《中华人民共和国行政处罚法》 等法律法规,中国证监会决定对公司立案。 此前,中兴财光华会计师事务所(特殊普通合伙)对公司2024年度财务报表出具了带强调事项段的保留意 见审计报告被出具保留意见审计报告的事项为公司对吉林万方百奥生物科技有限公司的其他权益工具投 资的可收回性存在不确定性。 而截至此次业绩预 ...
提振消费,如何增强供需适配性?
Xin Lang Cai Jing· 2026-01-30 11:27
一场说走就走的旅拍;一袋鲜气满满的海味;一瓶紧跟潮流的气泡水……近年来,市场上一些创新型产 品受到消费者欢迎。 "十五五"规划建议提出,以新需求引领新供给,以新供给创造新需求,促进消费和投资、供给和需求良 性互动,增强国内大循环内生动力和可靠性。 近期,习近平经济思想研究中心主任、研究员史育龙为人民日报"高质量发展故事汇"栏目撰写署名文章 时表示,在千方百计提高消费者收入的同时,还要在供需适配上下功夫,使生产供给端提供的产品和服 务能够精准匹配消费者的即期需求,并能够通过产品和服务创新引领需求、创造需求,实现供给和需求 的"双向奔赴",形成需求牵引供给、供给创造需求的更高水平动态平衡。 信任快门,拍出文旅新风景 日落时分,云南大理古城被金色滤镜笼罩,摄影师们拿起相机,在快门的咔嚓声中,为身着白族服饰的 游客定格时光。 "在成为旅拍摄影师之前,我是一名建筑师。"云南大理旅拍店店主赵立伟表示,当前,年轻人的需求正 变得更个性、多元,传统"到此一游"正向"深度体验"转型,民族服饰旅拍便是游客沉浸式体验的一种方 式。 得益于通过美团等互联网平台架起的供需"信任之桥",从"村BA"到"苏超""赣超",从"博物馆热"到火 ...
有色板块“跌停潮” VS CPO概念“涨停潮”,资金抉择揭示后市主线
Sou Hu Cai Jing· 2026-01-30 11:25
那么,为什么成长风格的创业板能顶住压力逆势收红?关键在于领涨的通信/CPO板块,其驱动逻辑与 有色金属完全"脱钩",它遵循的是另一套叙事和基本面。 先说结论:今日市场是外部宏观冲击与内部产业趋势力量的一次激烈碰撞,其结果凸显了当前环境 下"脱钩"传统周期与拥抱科技创新的资金选择。 先看数据全景。今日A股沪弱深强,上证跌0.96%,创业板指涨1.27%,成交缩量至2.86万亿,显示市场 整体处于观望。港股则更弱,恒指跌超2%。板块上,通信(+3.44%)与有色金属(-7.80%)分列涨跌 榜首位,形成刺眼对比。 这种分裂行情的直接"导火索",是隔夜全球贵金属市场的闪崩。白银暴跌超8%,黄金高位回撤超500美 元,源于多头获利了结与美元反弹的双重压力。这完美诠释了周期股尤其是资源品的投资核心矛盾:其 价格定价权在外,股价波动性与全球流动性和商品价格高度同步,内生缓冲弱。A股相关标的出现逾30 只跌停,是情绪与逻辑的连锁反应。 投资者当下需要做的,或许是重新审视自己持仓的"核心驱动逻辑"是什么。是博弈美元加息周期的尾 声,还是投资中国制造业升级与科技创新的确定性未来?不同的答案,对应着截然不同的持仓结构和心 态。 ...
正邦科技:预计2025年净利润同比下降317.19%至377.26%
Jing Ji Guan Cha Wang· 2026-01-30 10:49
经济观察网2026年1月30日,正邦科技(002157)发布2025年度业绩预告,预计2025年净利润亏损4.7亿 元至6亿元,同比下降317.19%至377.26%;扣除非经常性损益后的净利润亏损5亿元至6.3亿元,同比下 降50.35%至89.44%。 ...
盘中巨震,金属全线大跌!分析了那么多,这句箴言却忘了?特朗普听取多种打击伊朗方案
Qi Huo Ri Bao· 2026-01-30 08:12
今日早盘,小编刚发了刚刚,金、银价格急跌后反弹,油价大涨!数十万人爆仓!特朗普称俄对乌部分地区停火一周 结果,市场直接来了个"大嘴巴子",全球金融市场集体杀跌,再现剧烈波动! 金属板块昨日巨震后,今日急转直下 截至发稿,伦敦金跌4.45%,伦敦银跌7.05%,伦铝跌1.52%,伦铜跌2.86%,纽约铂跌8.07%,纽约钯跌7.83%。 国内商品期货市场收盘,主力合约多数下跌。跌幅方面,碳酸锂跌停,跌幅10.99%,钯跌近12%,铂跌超11%,沪锡跌超8%,多晶硅、沪银跌超6%,沪 金、铸造铝跌超4%,沪镍跌近4%,沪铝跌超3%,国际铜、沪铜跌近3%,不锈钢跌超2%,玻璃、氧化铝跌近2%,欧线集运、棉花、沪铅、鸡蛋、纸浆等 跌超1%;涨幅方面,PVC涨超3%,原木涨超2%,焦煤、丁二烯胶、焦炭涨超1%。 一德期货贵金属分析师张晨表示,2026年以来,贵金属市场大幅上涨,其中金、银、铂价格不断创历史新高,白银市场更是出现单月价格涨超60%的史诗 级暴涨,市场看涨情绪浓厚。如今,金属市场冲高后回落且下跌斜率陡峭,原因是前期行情火热下的部分潜在利空因素开始兑现: 一是资金减仓离场。比如,世界最大的白银SLV-ETF在 ...