据中国稀土集团微信公众号8月11日消息，近日，部分网络媒体流传"中国稀土集团与蚂蚁集团、中国人民银行共建全球首个稀土人民币稳定币"等相关信 息。针对此虚假编造、严重误导公众并扰乱金融秩序的信息，中国稀土集团有限公司严正声明如下： 一、中国稀土集团有限公司从未与相关机构、单位就所谓"稀土人民币稳定币"开展任何形式的合作、磋商或计划，该信息系不法分子恶意编造，请社会公 众和广大投资者不信不传。 二、中国稀土集团有限公司提醒社会各界和广大投资者警惕非法金融活动，注意防范风险，谨防财产损失。 三、中国稀土集团有限公司已向有关部门反映，严正要求有关单位立即停止侵权、诈骗等不法行为，并对任何损害中国稀土集团有限公司形象、利益的行 为保留追究法律责任的权利。 四、任何对外重大合作事项请以中国稀土集团有限公司官方渠道披露为准。 今日稍早前，蚂蚁集团官方微博也发布消息称，蚂蚁集团关注到网络上有消息宣称"蚂蚁集团与中国人民银行、中国稀土集团共建全球首个稀土人民币稳 定币"，并以此诱导投资者关注相关板块，蚂蚁集团从未与相关机构有此类计划，请公众注意甄别，谨防上当受骗。 近日,部分网络媒体流传"中国稀 土集团与蚂蚁集团、中国人民银行 ...

Group 1 - The company has issued a statement denying any collaboration or plans regarding the so-called "Rare Earth RMB Stablecoin" with Ant Group or the People's Bank of China, labeling the information as malicious fabrication [1][3] - The company warns the public and investors to be vigilant against illegal financial activities and to prevent potential financial losses [1][3] - The company has reported the matter to relevant authorities, demanding an immediate cessation of infringement and fraudulent activities, and reserves the right to pursue legal action against any actions that harm its image and interests [3]

每日经济新闻 | 2天眼查 都在用的商业查询工具 | | 查公司 查老板 查关系 查风险 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | TianYanCha.com | 国家中小企业发展子基金旗下机构 | 湖北消费金融股份有限公司 | | 8 天眼一下 | 船 应用 ▼ | 商务合作 企业级产 | | | 基本信息 57 法律诉讼 999+ | | 经营风险 269 | 经营信息 999+ | | 公司发展 94 | | 知识产权 | 每经AI快讯，天眼查App显示，近日，湖北消费金融股份有限公司发生工商变更，注册资本由约10.06亿元人民币增至约13.59亿元人民币，增幅约35%，同 时部分高管发生变更。湖北消费金融股份有限公司成立于2015年4月，法定代表人为蔡碧，经营范围包括发放个人消费贷款、接受股东境内子公司及境内股 东的存款等。股东信息显示，该公司由TCL科技集团股份有限公司、万得信息技术股份有限公司、湖北银行股份有限公司等共同持股。 | | 都在用的 商业查 词 工 具 | 商米家 曼公司 查老板 查风险 | | | ...

Core Viewpoint - The recent decline in gold prices is attributed to a stronger US dollar and tightening monetary policy, which has shifted investor sentiment away from gold as a safe-haven asset [1][3][10]. Group 1: Market Dynamics - The US dollar index has risen from around 102 points at the end of last year to nearly 105 by July, driven by the Federal Reserve's continuous interest rate hikes and asset reduction [3]. - The expectation of a slowdown in the US economy, indicated by anticipated lower job growth in July, has paradoxically led to a stronger dollar, further pressuring gold prices [3][5]. - Average hourly wages in July are expected to rise, suggesting persistent wage inflation, which supports the dollar's strength and negatively impacts gold [5]. Group 2: Technical Analysis - Gold prices are hovering around $3,280, with key moving averages showing signs of losing bullish momentum, indicating a bearish outlook [6]. - Support levels for gold are identified at $3,281, $3,268, and $3,246, while resistance levels are at $3,311, $3,328, and $3,345, suggesting a challenging environment for gold to recover [7]. Group 3: Global Economic Context - The US economy shows signs of slowing down, with a second-quarter GDP growth rate of only 2.1%, below the expected 2.4%, indicating potential easing of inflation pressures [8]. - Economic conditions in Europe and China are also affecting market dynamics, with the European Central Bank adjusting interest rates and China undergoing a manufacturing transformation [8]. - The ongoing monetary policy adjustments globally are leading to a stronger dollar, which is impacting gold's appeal as an investment [8][10].

Core Insights - The article discusses the heterogeneity grouping variables of listed companies, including data from various stock exchanges and industry types such as heavily polluting industries, high-tech industries, technology-intensive, asset-intensive, and labor-intensive sectors [1][2]. Data Overview - The dataset covers listed companies from 2000 to 2024, including various indicators such as stock code, year, industry code, and whether the company is listed on specific exchanges like Shenzhen, Shanghai, and others [2]. - The data includes classifications for pollution levels, ownership types, and whether the company belongs to high-tech or specific industry categories [2]. Methodology - The grouping and regression analysis utilize official standards from the China Securities Regulatory Commission and other recognized literature to ensure the validity of the heterogeneity tests [1]. - The analysis requires that sample attributes are grouped appropriately, and inter-group coefficient differences must pass significance tests [1].

Core Viewpoint - The book "The Ruble: A Political History (1769-1924)" fills a gap in the understanding of the ruble's historical significance and its political implications in Russia's development over a century and a half [1] Group 1: Historical Context of the Ruble - The first paper currency in Russia was issued in 1769, coinciding with military actions against the Ottoman Empire, and was designed to promote patriotism [2] - The issuance of the ruble sparked debates among Russian officials about the nature of currency and the responsibilities of the monarchy, reflecting the political and financial challenges of the time [3] - The book discusses the evolution of the ruble in relation to Russia's interactions with other nations, including Poland and the Ottoman Empire, and highlights the impact of various reforms on the currency's status [4][5] Group 2: Economic Reforms and Political Implications - The introduction of the gold standard under financial reformer Sergei Witte aimed to stabilize the ruble and attract foreign investment, but it also tied the currency's value closely to Russia's political stability [6] - The book illustrates how the ruble was used as a tool for both domestic reforms and imperial expansion, with significant implications for Russia's financial and political landscape [4][6] - The relationship between currency and political power is emphasized, particularly during periods of reform and conflict, showcasing the ruble's role in Russia's national identity and economic strategy [7][8] Group 3: Contemporary Relevance - The current geopolitical climate, including the Russia-Ukraine conflict, has renewed interest in the ruble's historical and present-day significance, particularly in the context of international sanctions and economic strategies [8] - The ruble's resilience and attempts at internationalization, such as settlements with Global South countries and the introduction of digital rubles, reflect ongoing efforts to adapt to modern financial challenges [8]

Core Viewpoint - New Power Financial (600318) shows a positive performance with a stock price increase and solid financial results, indicating potential growth opportunities in the financial services sector [1][3]. Financial Performance - As of the first quarter of 2025, the company reported total revenue of 89.88 million yuan, a year-on-year increase of 7.13% - Net profit attributable to shareholders reached 17.43 million yuan, reflecting a year-on-year growth of 29.83% - The company's net profit after deducting non-recurring items was 17.36 million yuan, up 33.10% year-on-year - Current ratio and quick ratio both stand at 1.600, while the debt-to-asset ratio is 51.80% [1]. Stock Market Activity - On July 29, 2025, the stock closed at 10.36 yuan, up 0.97%, with a turnover rate of 9.3% - The trading volume was 476,800 hands, with a transaction amount of 484 million yuan - There was a net outflow of main funds amounting to 21.84 million yuan, accounting for 4.51% of the transaction amount [1]. Investment and Business Activities - The company has made investments in 12 enterprises and participated in 61 bidding projects - It holds 4 administrative licenses, indicating a diversified business engagement [2].

Core Viewpoint - The public fund market in China has shown significant growth, with an increase in the number of funds and total net assets, indicating a positive trend in investment activities [2][4]. Asset Allocation - As of the end of Q2 2025, the total number of public funds reached 12,833, with net assets amounting to 34.24 trillion yuan, reflecting a quarter-on-quarter increase of 6.77% [2]. - The largest asset type held by funds is bonds, with a market value of 21.17 trillion yuan, accounting for 57.73% of total fund assets. Stocks follow with a market value of 7.2 trillion yuan, representing 19.64% [4][5]. - Cash holdings saw the highest growth rate of 32.3%, increasing from 3.57 trillion yuan to 4.72 trillion yuan, while the market value of repurchase financial assets decreased by 6.4% [4][5]. Industry Distribution - The top three industries in terms of stock holdings are manufacturing (52.62%), finance (11.62%), and information transmission, software, and information technology services (6.58%) [5]. Top Holdings - The top three stocks held by public funds are Ningde Times (1,426.54 billion yuan), Guizhou Moutai (1,264.54 billion yuan), and Tencent Holdings (1,020.34 billion yuan) [7][8]. - In the Hong Kong stock market, Alibaba, Xiaomi, Meituan, and Kuaishou are also significant holdings, with respective values of 573.75 billion yuan, 513.28 billion yuan, 320.04 billion yuan, and 171.39 billion yuan [7]. Increased Fund Holdings - The stock with the highest increase in the number of funds holding it is Zhongji Xuchuang, which saw an increase of 394 funds, bringing the total to 595 funds with a market value of 286.4 billion yuan [9][10]. - Other notable stocks with significant increases in fund holdings include Xinyi Semiconductor and Huadian Heavy Industries, each gaining over 200 funds [9]. Decreased Fund Holdings - The stock with the largest decrease in holdings is Xugong Machinery, which saw a reduction of 3.88 billion shares, dropping from 8.15 billion shares to 4.27 billion shares [13][14]. - Other stocks with significant reductions include Bank of China and Aier Eye Hospital, with decreases of 3.7 billion shares and over 2 billion shares, respectively [13]. Increased Shareholding Proportion - Yifang Bio topped the list for the highest increase in shareholding proportion, rising from 8.19% to 22.93%, with a total market value of 30.2 billion yuan [15][17]. - Other companies with significant increases in shareholding proportions include Yuanjie Technology and Weichai Heavy Machinery, both exceeding 10% [16]. Decreased Shareholding Proportion - Chongqing Department Store experienced the highest decrease in shareholding proportion, dropping from 15.2% to 0.85%, a reduction of 14.35% [18]. - Other companies with significant decreases include Kangwei Century and Zhongke Blue News, both exceeding 10% [18].

Core Viewpoint - The report emphasizes the need for China to promote a diversified, equitable, and stable international monetary system in response to rising uncertainties in the current international monetary framework, highlighting the dual trends of fragmentation and diversification [1] Group 1: International Monetary System - The current international monetary system is experiencing increased uncertainty, with the U.S. dollar's dominance unlikely to collapse in the short term, but future developments may lead to a more fragmented and diversified system [1] - China should push for the diversification of reserve currencies to enhance the safety of foreign exchange reserves and cautiously advance the internationalization of the Renminbi [1] Group 2: U.S. Treasury Bonds - In March 2025, China reduced its holdings of U.S. Treasury bonds by $18.9 billion, bringing its total holdings down to $765.4 billion, thus falling from the second-largest to the third-largest holder [2] - The report suggests optimizing the strategy for holding U.S. Treasury bonds by flexibly adjusting the duration and constructing a diversified reserve system to enhance economic and financial resilience [2] Group 3: Renminbi Internationalization - The report identifies the internationalization of the Renminbi as a crucial direction, focusing on countries along the Belt and Road Initiative and RCEP regions [2] - It recommends increasing the use of the Renminbi in trade settlements and investment activities in neighboring countries to enhance its acceptance and influence [2] Group 4: Stablecoins - The global stablecoin market is experiencing significant growth, particularly with U.S. dollar-pegged stablecoins extending their influence into traditional finance [3] - The report advocates for China to recognize and respond to this trend by exploring stablecoin applications through regulatory sandboxes and enhancing research in this area [3] Group 5: Regional Financial Cooperation - The report calls for the establishment of a regional financial safety net and strengthening financial cooperation with neighboring partners such as ASEAN and the Shanghai Cooperation Organization [3] - It emphasizes the need for a robust internal financial risk prevention system, including macro-prudential management frameworks and monitoring of cross-border capital flows [3]

Core Viewpoint - Shanghai Pharmaceuticals plans to acquire a 10% stake in Shanghai Shihua Group Financial Co., Ltd. for approximately RMB 143 million, increasing its ownership from 30% to 40% without changing the consolidation scope of the financial statements [1][2]. Group 1: Transaction Overview - The acquisition will be funded by the company's own capital and is classified as a related party transaction, but it does not constitute a major asset restructuring [2][6]. - The financial company has shown steady growth since its establishment in 2014, with cumulative cash dividends of approximately RMB 230 million since 2016 [2][16]. - The transaction is expected to enhance the company's control over significant decisions of the financial company and provide stable investment returns [2][16]. Group 2: Financial Information of the Target - The financial company has total assets of approximately RMB 1.17 billion and total liabilities of about RMB 1.03 billion, resulting in net assets of approximately RMB 143 million [8][9]. - The financial company reported operating income of approximately RMB 13 million and net profit of about RMB 6 million [8][9]. Group 3: Valuation and Pricing - The transaction price will be based on an evaluation report from a qualified asset appraisal agency, with the assessed value of the 10% stake being approximately RMB 143 million [9][11]. - The valuation methods used include the asset-based approach and market approach, with the asset-based approach being deemed more reflective of the company's market value [9][10]. Group 4: Approval and Compliance - The transaction requires internal approvals and regulatory filings, including approvals from state-owned asset supervision and financial regulatory authorities [12][15]. - The board of directors has approved the transaction, with related party director Yang Qiuhua abstaining from the vote [16].