如果 特朗普试图通过制造经济衰退来降低利率 ，以缓解36万亿美元国债压力，那么现在看来， 这个计划可能已经失败，并将带来灾难性的后果。 来源 | 华尔街见闻 | 4.430 +0.170 (+ 3.99%) | | --- | | 北京 | 图表 | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1m | 5m | 15m | 30m | 1H | 4H | 1D | 1W | 1M | | | | रे | | 4.500 | | | | | | | | | | | | | | 4.400 | | | | | | | | | | | | | | 4.300 | | | | | | | | | | | | | | 4.200 | | | | | | | | | | | | | | 07:45 | | 12:00 | | | 16:16 | | 20:30 | | 00:45 | 05:00 | 10:00 | 14:1 | " 美债市场正在崩溃 "， ...

昨天，发生了哪些财经大事？ 中国版平准基金横空出世 稳市打出组合拳 4月8日，多部委联合发布政策稳定资本市场，"中国版平准基金"发声。中央汇金投资有限 责任公司有关负责人表示，将继续发挥好资本市场"稳定器"作用，有效平抑市场异常波 动，该出手时将果断出手。下一步将坚定增持各类市场风格的ETF，加大增持力度，均衡增 持结构。汇金公司具有充分信心、足够能力，坚决维护资本市场平稳运行。 据了解，汇金公司参与维护资本市场稳定主要有三方面"底气"。一是资产实力雄厚。作为 国有金融资本受托管理机构，汇金公司经营稳健，资产负债表健康。二是现金流充足稳定。 汇金公司每年获得稳定的现金分红，可动用的自有资金规模较大。三是融资渠道畅通高效。 经过多年发展，汇金公司已建立起覆盖短中长期限、成熟稳定的市场融资渠道，还可获得中 国人民银行流动性支持。 苹果市值4天蒸发超5万亿元！ 当地时间4月8日，美股冲高回落，三大指数集体收跌，纳指收跌2.15%，盘中一度涨超 4%；道指收跌0.84%，自盘中高点狂泻超2000点；标普500指数收跌1.57%。 热门个股方面，苹果跌近5%， 市值一夜蒸发约1400亿美元，近4个交易日蒸发近7800亿 ...

4月8日，多部委联合发布政策稳定资本市场，"中国版平准基金"发声。 中央汇金投资有限责任公司有关负责人表示，将继续发挥好资本市场"稳定器"作用，有效平抑市场异常波动， 该出手时将果断出手。下一步将坚定增持各类市场风格的ETF，加大增持力度，均衡增持结构。汇金公司具有 充分信心、足够能力，坚决维护资本市场平稳运行。 汇金公司相关负责人指出，坚定看好资本市场发展前景，根本在于看好中国经济的光明未来。当前，我国高质 量发展扎实推进，新质生产力蓬勃发展，经济持续回升向好的基础更加稳固，资本市场平稳健康发展具有坚强 的基本面支撑。特别是2024年9月26日中央政治局会议出台一揽子增量政策以来，资本市场呈现出积极而深刻 的变化。作为长期机构投资者，汇金公司将继续秉持长期投资、价值投资理念，积极支持资本市场健康发展。 汇金公司已经连续两日公开发声。4月7日，汇金公司盘中发声，充分认可当前A股配置价值，已再次增持交易 型开放式指数基金（ETF），未来将继续增持，坚决维护资本市场平稳运行。 据了解，汇金公司参与维护资本市场稳定主要有三方面"底气"。一是资产实力雄厚。作为国有金融资本受托管 理机构，汇金公司经营稳健，资产负债表健 ...

Core Insights - From April 2 to the previous Monday, short sellers targeting U.S. companies made a profit of $127 billion [1] - Since the beginning of 2025 until the previous Monday, short selling profits for U.S. companies with a market capitalization of $1 billion or more reached $189 billion [1]

Core Viewpoint - Huaxia Fund believes that the market is expected to enter a recovery phase due to the short-term confidence injected by the Central Huijin's increased holdings, which helps to curb the spread of market risks [1] Group 1: Market Confidence and Policy Mechanism - The expression of a "stabilization fund" indicates that relevant policy mechanisms will become more refined, serving as a core pillar for the high-quality and stable development of the capital market [1] - Central Huijin is optimistic about the development prospects of the capital market and fully recognizes the current allocation value of A-shares [1] Group 2: Long-term Investment Perspective - As a long-term institutional investor, Central Huijin will continue to adhere to long-term and value investment principles, actively supporting the healthy development of the capital market [1] - Market performance shows that risk appetite is beginning to recover, with a significant increase in the proportion of stocks hitting the daily limit on Tuesday, indicating a potential recovery phase for the market [1]

央行表示，坚定支持中央汇金公司加大力度增持股票市场指数基金，并在必要时向中央汇金公司提 供充足的再贷款支持，坚决维护资本市场平稳运行。 4月7日，中央汇金公司盘中发声，表示坚定看好中国资本市场发展前景，充分认可当前A股配置价 值，已再次增持了交易型开放式指数基金（ETF），未来将继续增持，坚决维护资本市场平稳运 行。汇金公司称，坚定看好资本市场发展前景，根本在于看好中国经济的光明未来。 "中央汇金公司如何看待当前A股配置价值?"，中央汇金公司有关负责人表示，充分认可当前A股配 置价值。随着资本市场投资融资综合改革深入推进，A股上市企业质量稳步提升，代表新质生产力 和科技创新的上市企业占比持续提升，A股核心资产的吸引力持续提升，总体估值处于相对历史低 位。中央汇金公司将加大配置力度，充分发挥耐心资本、长期资本作用。 来源 | 证券时报网 作者 | 程丹 4月8日，多部委联合发布政策稳定资本市场，"中国版平准基金"横空出世。中央汇金公司有关 负责人表示，将继续发挥好资本市场"稳定器"作用，有效平抑市场异常波动，该出手时将果断 出手。 金融监管总局发布《关于调整保险资金权益类资产监管比例有关事项的通知》，上调权益类 ...

来源 | 证券时报网 作者 | 程丹 预计阅读时间：4分钟 4月8日，多部委联合发布政策稳定资本市场，"中国版平准基金"横空出世。中央汇金公司有关负责人表 示，将继续发挥好资本市场"稳定器"作用，有效平抑市场异常波动，该出手时将果断出手。 金融监管总局发布《关于调整保险资金权益类资产监管比例有关事项的通知》，上调权益类资产配置比例 上限，提高投资创业投资基金的集中度比例，放宽税延养老比例监管要求。通知将部分档位偿付能力充足 率对应的权益类资产比例上调5%，进一步拓宽权益投资空间，为实体经济提供更多股权性资本。 中央汇金公司表示，坚定看好资本市场发展前景，根本在于看好中国经济的光明未来。当前，我国高质量 发展扎实推进，新质生产力蓬勃发展，经济持续回升向好的基础更加稳固，资本市场平稳健康发展具有坚 强的基本面支撑。特别是2024年9月26日中央政治局会议出台一揽子增量政策以来，资本市场呈现出积 极而深刻的变化。作为长期机构投资者，中央汇金公司将继续秉持长期投资、价值投资理念，积极支持资 本市场健康发展。 央行表示，坚定支持中央汇金公司加大力度增持股票市场指数基金，并在必要时向中央汇金公司提供充足 的再贷款支持，坚 ...

中国人民银行新闻发言人就支持中央汇金公司稳定资本市场答记者问。 央行： 坚决维护资本市场平稳运行 问：4月7日，中央汇金公司发布公告，将持续加大增持ETF规模和力度。请问中国人民银行怎么看？ 问：中央汇金公司如何看待中国资本市场发展前景? 答： 中央汇金公司坚定看好资本市场发展前景,根本在于看好中国经济的光明未来。当前,我国高质量发展扎实推进,新质生产力蓬勃发展,经济持续回升向好的基础更 加稳固,资本市场平稳健康发展具有坚强的基本面支撑。特别是2024年9月26日中央政治局会议出台一揽子增量政策以来,资本市场呈现出积极而深刻的变化。作为长 期机构投资者,中央汇金公司将继续秉持长期投资、价值投资理念,积极支持资本市场健康发展。 答： 中国人民银行坚定支持中央汇金公司加大力度增持股票市场指数基金，并在必要时向中央汇金公司提供充足的再贷款支持，坚决维护资本市场平稳运行。 图片 中央汇金公司有关负责人就2025年4月7日公告答记者问 问：中央汇金公司在维护资本市场稳定中的定位和作用是什么? 答： 中央汇金投资有限责任公司(以下简称中央汇金公司)是国有独资公司,目前是二十多家金融机构的控参股股东。中央汇金公司一直是维护 ...

Audit Opinion - The audit report states that the financial statements of China Petroleum Capital Co., Ltd. (hereinafter referred to as "CPC") fairly reflect its financial position as of December 31, 2024, and its operational results and cash flows for the year 2024 in accordance with accounting standards [1][2]. Basis for Audit Opinion - The audit was conducted in accordance with Chinese Certified Public Accountant auditing standards, ensuring independence and adherence to professional ethics [2][5]. - Sufficient and appropriate audit evidence was obtained to support the audit opinion [2]. Key Audit Matters - The total amount of loans and advances issued by CPC was RMB 369.09 billion, accounting for 38.95% of total assets, with debt investments totaling RMB 77.34 billion [2][3]. - The expected credit loss related to loans and advances and debt investments was assessed, with impairment provisions amounting to RMB 18.165 billion and RMB 18.165 billion respectively [2][3]. - The fair value measurement of financial assets, amounting to RMB 219.402 billion, was identified as a key audit matter due to the complexity of the valuation process [4][5]. - CPC managed 82 structured entities with total assets of RMB 47.777 billion, representing 4.41% of total assets, which required significant management judgment regarding consolidation [4][5]. Other Information - Management is responsible for other information included in the annual report, which does not encompass the financial statements or the audit report [4][5]. - The auditors have no significant inconsistencies to report regarding the other information in relation to the financial statements [4]. Management and Governance Responsibilities - Management is responsible for preparing financial statements that fairly reflect the company's financial position and for maintaining necessary internal controls to prevent material misstatements [5][6]. - The governance body oversees the financial reporting process [5][6]. Auditor's Responsibilities - The auditor's goal is to obtain reasonable assurance that the financial statements are free from material misstatement, whether due to fraud or error [5][6]. - The auditor evaluates the appropriateness of accounting policies and estimates made by management [5][6].

Core Viewpoint - Longjiang Transportation (601188.SH) reported strong financial performance for 2024, with significant growth in revenue and net profit, while also outlining strategic initiatives for future development [1][2][3][4][5][7][8] Financial Performance - The company achieved operating revenue of 847 million yuan, a year-on-year increase of 28.03% [1] - The net profit attributable to shareholders was 152 million yuan, up 19.00% year-on-year [1] - The basic earnings per share were 0.12 yuan, with a proposed cash dividend of 0.071 yuan per share [1][8] Strategic Initiatives - 2024 is designated as the "Strategic Achievement Year," focusing on the implementation of the "One Body, Two Wings" development strategy [2] - The company aims to enhance high-quality development and investment value through the development of "new quality productivity" [1][7] Business Expansion - Longjiang Transportation successfully expanded its operations by winning the bid for the management and maintenance of the Sui-Da Expressway, contributing an additional revenue of 31.49 million yuan [3] - The company is the only publicly listed expressway operator in Heilongjiang Province, managing a total of 132.8 kilometers of expressway [2] Digital Transformation - The company has implemented a digital transformation in its expressway operations, achieving a new smart cloud toll collection model, generating toll revenue of 342 million yuan in 2024 [2] Diversification and New Ventures - Longjiang Transportation is actively pursuing opportunities in the new energy and new materials sectors, aligning with national "dual carbon" goals [4][5] - The company has made significant investments in solar energy projects, with 35 out of 49 distributed photovoltaic points already connected to the grid [4] Shareholder Returns - The company has a history of returning value to shareholders, with over 1 billion yuan in cash dividends distributed from 2010 to 2023, and plans to maintain a cash dividend payout ratio of over 60% [8]