化学原料和化学制品制造业

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热评丨对存款送礼严监管很有必要 但银行营销也应有合理空间
Mei Ri Jing Ji Xin Wen· 2025-06-22 13:27
每经评论员杜恒峰 近日,某银行多家分行推出针对"纯新客户"的定期存款促销活动,客户开立储蓄卡后存入超5万元、定 期3~6个月起,就能获赠LABUBU盲盒。LABUBU作为泡泡玛特热门潮玩,价值不低且抢购难度大,该 活动一经推出便在网络上引发热议。事实上,存款送礼早已不是新鲜事,从米面油等日用品,到充电宝 等小家电,再到手机、金银币等高价值产品,甚至体检套餐等服务,都曾出现在存款送礼清单中,此次 送LABUBU盲盒不过是精准契合当下热点、迎合年轻受众偏好罢了。 然而,同样在近日,媒体报道长三角某地金融监管部门下发通知,明确禁止辖内银行机构通过赠送实物 礼品、与互联网平台合作发放会员福利等方式吸收存款,并要求存在此类情况的相关产品立即暂停发 售,宣传物料同步清理下架,存量业务需在2025年底前有序退出。另有报道显示,"存款送拉布布盲 盒"活动也正处于规范整顿之中。 一边是拉存款送礼的普遍现象,一边是监管机构的严格管控,银行拉存款到底能不能送礼?这需要从两 个维度来剖析。 从银行业自身角度来看,获取存贷款利差是商业银行持续运营的根基,而吸收存款则是开展贷款业务的 先决条件,银行间的竞争首先就体现在存款争夺上。当各银 ...
*ST奥维及相关责任方被采取监管措施 金属制品业务已停工停产
Zheng Quan Ri Bao Wang· 2025-06-22 13:15
Core Viewpoint - *ST Aowei has faced regulatory actions due to inaccurate information disclosure and non-operational fund occupation by major shareholders, indicating serious governance issues within the company [1][2][3]. Group 1: Regulatory Actions and Governance Issues - The company and its major shareholders have been subjected to administrative measures by the Liaoning Securities Regulatory Bureau due to fund occupation and inaccurate disclosures [1][3]. - The occupation of funds by major shareholders has reached approximately 208 million yuan, accounting for over 40% of the company's total assets and nearly 80% of its net assets as of the end of 2024 [2][3]. - Experts have indicated that such governance failures can severely damage investor confidence and disrupt market order [1][2]. Group 2: Financial Performance and Risks - *ST Aowei has reported continuous losses for three consecutive years, with a significant decline in revenue of over 70% year-on-year in the first quarter of 2024 [4][5]. - The company’s main business, metal products, accounted for nearly 90% of total revenue in 2024, but is currently facing operational shutdowns [4][5]. - The 2024 annual report indicated that both net profit and net profit excluding non-recurring items were losses, leading to a disclaimer of opinion from the auditing firm [5]. Group 3: Future Outlook and Recovery Efforts - The company plans to actively seek the recovery of occupied funds and aims to resume operations in its metal products business [6]. - Major shareholders have committed to returning all occupied funds by June 30 of this year, which is crucial for the company's operational recovery [6].
成都华微发布新款射频直采ADC芯片 突破高端模拟芯片技术壁垒
Zheng Quan Shi Bao Wang· 2025-06-22 13:15
年报显示,在模拟芯片领域,公司自2012年起陆续推出多款产品,目前在24-31位超高精度ADC产品领 域处于国内领先地位。 杨金达指出,在AI与万物互联的时代,数据洪流对高速高精度信号转换提出了前所未有的需求。 据权威机构统计,2024年全球ADC市场规模已突破300亿美元,并以年均7.5%的增速持续扩张,但这一 市场长期被ADI(亚德诺)、TI(德州仪器)国际巨头垄断,高端ADC国产化率不足5%。国内高速高精度模 数转换器芯片主要得益于多种高端应用领域的持续推动,包括通信领域、国防军工、工业医疗、人工智 能等。其中,在人工智能领域,随着数据中心与云计算正向着高密度、低延迟架构加速演进,高速 ADC成为支撑其性能发展的关键器件,预计该领域ADC市场年复合增长可达20%以上,2030年国内市 场规模有望突破60亿美元。 本次公司发布的新一代战略级产品HWD12B16GA4型射频直采ADC芯片,采用4通道、12位16GSPS高速 高精度A/D转换器。资料显示,其输入模拟带宽高达10GHz,单通道最高可支持16GSPS采样速率, 8GHz以内无杂散动态范围高达60dB以上,噪声谱密度低至-154dBFS/Hz;其配 ...
我国风电装机快速增长 上市公司积极布局
Zheng Quan Ri Bao Wang· 2025-06-22 13:15
Industry Overview - The offshore wind power industry is a crucial direction for clean energy development in China, with rapid growth in installed capacity and wind power generation accounting for over 12% of total energy generation this year [1] - The global offshore wind power installed capacity is expected to exceed 230 GW by 2030, with China's deep-sea projects becoming a core growth point for international cooperation [3] Market Growth - In 2024, China is projected to add 14,388 new wind turbines with a total capacity of 86.99 million kW, of which onshore wind power will account for 81.37 million kW (93.5%) and offshore wind power will account for 5.619 million kW (6.5%) [2] - The wind power installed capacity in China reached 540 million kW by the end of April, reflecting a year-on-year growth of 18.2% [6] Policy Support - Recent favorable policies have been introduced to support the wind power industry, including stable electricity pricing mechanisms, subsidies, and special funds [2][3] - The Ministry of Natural Resources and other departments aim to achieve an installed capacity of 400,000 kW for marine energy by 2030, enhancing the legal and policy framework for the industry [3] Company Developments - Several listed companies are actively positioning themselves in the wind power market, with some already entering the harvest phase [1] - In 2024, 13 new turbine manufacturing companies are expected to enter the Chinese wind power market, with the top five companies achieving installed capacities of 18.67 GW, 13.63 GW, 12.29 GW, 11.51 GW, and 9.15 GW respectively [4] - Companies in the supply chain, such as Guoji Precision Engineering and Jinlei Technology, are also expanding their production capacities and diversifying their product offerings in response to the growing demand for offshore wind power [5]
2025年Q2科技金融行业薪酬报告-薪智
Sou Hu Cai Jing· 2025-06-22 13:15
报告由薪智平台发布,该平台是易路旗下以"Big data +AI"为核心的市场人才薪酬数据分析与管理平台,覆盖10亿+人才数据,为企 业提供薪酬领域"数据+工具+智能分析"一体化解决方案,已服务30000+企业客户。 样本分布 企业规模:100人以下企业占比28.3%,100-500人占23.9%,500-1000人占7.8%,1000人以上企业占比40.2%,行业企业规模分布较为 多样。 企业性质:民营企业占比96.3%,占据主导地位,国有、上市等其他性质企业占比相对较低。 城市分布:上海、北京、深圳等一线城市公司总部数量较多,华东、华北、华南为主要聚集区域。 产业链分布:涵盖保险、银行、证券、基金、期货、科技金融、资产管理等多个二级行业,各行业均有知名代表企业。 人力指标 涨薪率:2024年科技金融行业涨薪率为0.2%,近12个月(2024年6月至2025年5月)为-0.2%,预测2025年涨薪率为0%。不同城市涨 薪率差异较大,嘉兴、大连等城市表现突出。 离职率:2024年科技金融行业离职率为18.3%,低于2023年的27.6%,员工流动情况有所改善。 招聘趋势:2025年Q2招聘量为5799,环比下 ...
2 Deep Value BDCs: One Bargain, One Bust
Seeking Alpha· 2025-06-22 13:15
The BDC (Business Development Company) segment is slowly but surely going out of vogue, at least if we compare to 2021-2023 period, when there were multiple tailwinds in place.Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work inc ...
FLEX LNG: Outperforming LNG Ships With A 12% Yield
Seeking Alpha· 2025-06-22 13:15
"Looking further down the road, FLNG appears to be set up well in facing what will probably be another down ~year for LNGWith Hidden Dividend Stocks Plus he scours the world's markets to find solid income opportunities with dividend yields ranging from 5% to 10% or more, backed by strong earnings. Features include: a portfolio with up to 40 holdings at a time including links to associated articles, a dividend calendar, weekly research articles, exclusive ideas, and trade alerts. Learn More .Robert Hauver, M ...
GMS: Will QXO's Bid Unlock Its Potential? (Rating Upgrade)
Seeking Alpha· 2025-06-22 13:15
I discussed GMS Inc. (NYSE: GMS ) in the past, and you can read the previous article here , published on April 8, 2025. The new privately owned housing market failed to make much headway in the pastI have more than 14 years of experience in analyzing and writing on stocks. I write on both long and short sides in an unbiased manner. I have been covering the energy sectors for the past 7 years, with the primary focus on the oilfield equipment services sector. I also cover the Industrial Supply industry. I occ ...
【策略周报】中东冲突叠加关税到期,市场如何应对?
华宝财富魔方· 2025-06-22 13:14
分析师:郝一凡 登记编号:S0890524080002 分析师:刘 芳 登记编号:S0890524100002 01 重要事件回顾 6月15日公布的国内经济数据显示工业生产和投资增速回落,同时房地产市场持续承压,经 济内生动能尚待增强,强化债市配置需求。6月16日,中国人民银行开展4000亿元买断式逆 回购操作,资金面维持宽松。6月18日美联储维持联邦基金利率不变但下调美国GDP增速预 期,叠加地缘冲突不确定性,外部环境对国内债市形成间接支撑。 A股有所回落 陆家嘴论坛期间,政策层聚焦长期制度性建设(如数字人民币国际化、科创板结构优化), 相关利好并未引发市场共鸣。另一方面中东局势等外围扰动被放大,美国被曝计划"本周末 袭击伊朗",地缘不确定性导致全球风险资产遭抛售。 1、 2025年6月15日,国家统计局公布2025年5月经济数据:1) 5月工业增加值同比增 5.8%,预期增5.7%,前值增6.1%;2)1-5月固定资产投资累计同比增3.7%,预期 4.0%,前值增4.0%;3)5月社零同比增6.4%,预期4.9%,前值增5.1%。 2、 5月美国零售销售环比为-0.9%,预期为-0.7%;核心零售销售(不 ...
生态跃迁——2025中国金融产品年度报告
华宝财富魔方· 2025-06-22 13:14
作为金融市场深刻变革的见证者和参与者,我们深知, 研究服务的价值不仅在于洞察趋势,更 在于搭建认知跃迁的阶梯。 优秀的研究应该如同一盏明灯,照亮前行的道路,帮助从业者们从 纷繁复杂的市场变化中捕捉到那些关键的信号,为行业转型提供坚实的方向指引。 华宝证券出品的2025中国金融产品年度报告《生态跃迁》,已经正式发布了。这是我们 连续第 十四年 发布这个报告。 图:2025中国金融产品年度报告封面 每当这份沉甸甸的报告最终成稿,我们的心中总会涌起一种满满的收获感。这不仅是对过去一 年辛勤耕耘的总结,更是对未来探索的期待。十四年的坚守与沉淀,见证了市场的风云变幻, 也见证了我们在专业道路上的稳步前行。 去年的金融产品年度报告中,我们首次提出 财富与资管行业迈向服务化 的转型方向。令人欣慰 的是,这一理念在业内引发了广泛共鸣。回首2024年,我们也清晰地看到,整个行业在这条转 型之路上已然迈出了坚实的步伐,不断探索前行。 然而,迈向服务化的进程并非单个机构的孤立行动,而是需要整个行业的协同共进,需要财富 生态的重构与升级。这是一场全方位、深层次的蜕变,我们将其称之为生态跃迁—— 这就是今 年我们报告的主题。 未来, ...