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帮主郑重午评:创业板半日飙2%+,宁德超茅台!20年老炮跟你唠盘面里的“热与凉”
Sou Hu Cai Jing· 2025-09-25 05:42
但有热就有凉,另一边贵金属、港口航运、燃气这些板块就有点"蔫",港口里南京港、宁波远洋、宁波海运跌着没缓过来,房地产更直接,大龙地产盘中就 跌停了,银行、旅游酒店也没好到哪儿去。这盘面跟咱平时逛菜市场似的,有的摊位挤得人碰人,有的就冷冷清清,很实在。 做了20年财经记者,我瞅盘面不爱光盯着"红绿色"慌神,更爱琢磨背后的"底气"——创业板能涨这么猛,宁德能超茅台,不是凭空冒出来的,是电池赛道的 底子在,加上这会儿资金爱往成长股凑;那些领涨的AI应用、算力硬件,也是沾了行业需求的光。而调整的板块,要么是前期有点热度该歇脚,要么是短 期没赶上消息风口,咱做中长线的,别被这半日的"热闹"或"冷清"晃了神。 总的来说,今儿早盘这盘面看着热闹,但咱心里得有谱:别光盯着涨停板眼红,也别为跌了的票慌神。慢慢品哪些是真有底子的"稳涨",哪些是短期凑热 的"脉冲",下午盘接着看,做投资这事儿,跟咱唠嗑似的,得沉住气,才能看明白。 兄弟们,今儿早盘收盘扒拉盘面的时候,是不是一眼就被创业板那根"红条子"勾住了?半日直接涨超2.22%,还有宁德时代,不光冲了新高,居然把茅台的 总市值都给超了,这动静搁平时,真得坐下来好好唠两句。 咱先 ...
北京推出质量融资增信产品“京质贷”
Zhong Guo Zhi Liang Xin Wen Wang· 2025-09-25 05:35
转自:中国质量报 据了解,"京质贷"的申请要素主要有质量信用、质量管理、质量品牌、质量基础和质量创新5方面。其 中,质量管理要素包括中国质量奖、北京市质量管理奖获奖企业,建立首席质量官(质量安全总监、标 准化总监)制度,获评北京市质量人才典型案例;质量品牌要素包括质量强国建设领军企业、质量强链 链主企业,获评中华老字号商标保护企业,获得企业标准"领跑者"的企业等;质量基础要素包括国家计 量技术规范起草单位,北京市产业计量测试中心所在企业,国家级、市级标准化试点示范项目企业,承 担国际、全国标准化技术组织秘书处企业,国际标准、国家标准牵头起草单位,人员在国际标准组织技 术机构中承担主席、副主席、召集人的企业等;质量创新要素包括获评北京市知识产权试点企业,获得 中国专利奖金奖、银奖、优秀奖。申请流程分为提出申请、资质审核、贷款发放、贷后管理4步。 据北京银行北京分行数字金融部总经理赵毅介绍,今年4月,北京银行试点推出围绕质量增信维度的专 属金融产品,北京市首批有24家企业成功获得1.2亿元融资增信资金。作为北京银行质量融资增信服务 的核心产品,"京质贷"产品在原有产品基础上实现迭代优化,服务区域成功拓展至北京全市 ...
创业板大涨 宁德时代总市值超贵州茅台 科技股多股涨停
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-25 05:03
Market Overview - On September 25, the A-share market experienced a morning rally, with the ChiNext Index reaching a three-year high. By midday, the Shanghai Composite Index rose by 0.16%, the Shenzhen Component Index increased by 1.14%, and the ChiNext Index surged by 2.22%. The total trading volume in the Shanghai and Shenzhen markets exceeded 1.5 trillion yuan [1][2]. Sector Performance - Sectors such as gaming, AI applications, and controllable nuclear fusion saw significant gains, while sectors like port shipping, precious metals, and tourism faced declines [3][4]. Notable Stock Movements - Contemporary Amperex Technology Co., Ltd. (CATL) saw its stock price exceed 400 yuan, closing with a market capitalization surpassing 1.83 trillion yuan, overtaking Kweichow Moutai and China Construction Bank to rank third in A-shares [5][6][7]. - Chery Automobile successfully listed on the Hong Kong Stock Exchange, with its stock price rising by 8.55% on the first day, bringing its market capitalization close to 200 billion HKD [8]. Technology Sector Developments - The technology sector continued to strengthen, with the STAR 50 Index rising by 1.8%. Notable stocks included Shengwei New Materials, which hit the daily limit, and Stone Technology, which rose over 5% [9]. - A collaboration between Alibaba Cloud and NVIDIA in the Physical AI field was announced, aiming to enhance the development cycle for applications like embodied intelligence and assisted driving [9][10]. Copper Market Impact - A mudslide incident at Freeport McMoRan's Grasberg mine in Indonesia led to a significant increase in copper prices, with LME copper rising by 3.27% to reach 10,320 USD/ton, the highest level since June 2024. The mine's production is expected to drop by 35% by 2026 due to the incident [11][12].
邮储银行茂名分行:创新金融服务助推地方产业集群高质量发展
Zhong Zheng Wang· 2025-09-25 04:20
邮储银行茂名分行通过建立专利技术和市场订单导向的风控模型,提供全生命周期差异化信贷服务,并 创新信用贷与信用证产品组合优化融资结构等多措并举,提升服务质效,已为多家科创企业提供针对性 信贷支持,有力推动了科技成果转化和产业升级进程。分行相关负责人表示,未来将继续深化金融供给 侧改革,围绕茂名市特色产业布局,进一步优化金融服务体系,为当地实体经济高质量发展提供更加精 准、高效的金融支持。 广东先来医疗器械有限公司是当地重点医疗企业,拥有56项专利技术。邮储银行茂名分行2019年12月首 次向企业提供200万元贷款支持抗疫物资生产,随后根据企业发展需求,分别于2020年12月和2024年7月 将贷款额度增至1000万元和1300万元,有力支持了企业扩大经营规模、提升产能和技术升级。 赋能微电子企业 推动电子信息产业发展 茂名市百强微电子有限公司作为从东莞迁移至茂名的电子信息企业,获得了邮储银行的持续金融支持。 该行此前在东莞时期就为企业提供1200万元"小企业科创信用贷",支持其自主研发超级芯片。企业投资 9000万元在电白区建设生产基地,成为当地首例"带方案出让"工业项目,从开工到投产仅用13个月。目 前企业已 ...
懂代码不懂金融,懂金融不会建模:应届生秋招如何破局?
Tai Mei Ti A P P· 2025-09-25 04:05
Group 1 - Financial technology positions are once again the focus of the job market for the 2025 autumn recruitment season, with banks, brokerages, insurance companies, and internet financial institutions actively hiring, but facing structural contradictions in supply and demand [1] - Major state-owned banks are prioritizing financial technology recruitment, with positions such as "Artificial Intelligence+" at Industrial and Commercial Bank of China and a plan to hire 491 for technology roles at Agricultural Bank of China, emphasizing a need for candidates with a dual background in finance and computer science [2][3] - Salaries in the banking sector show a "steady premium," with average annual salaries for technology positions in state-owned banks ranging from 250,000 to 350,000 yuan, while internet financial institutions offer higher compensation [2] Group 2 - Brokerages are intensifying their focus on quantitative and AI roles, with firms like GF Securities expanding recruitment by 30% for quantitative positions, but facing a shortage of qualified candidates [3] - The insurance industry is urgently seeking talent for its digital transformation, with China Life offering 127 financial technology positions, a 50% increase in demand for roles like intelligent underwriting and image recognition engineers [4] - Internet financial companies are emerging as winners in the talent competition, with positions at Ant Group and Tencent offering annual salaries between 500,000 and 800,000 yuan, but facing high competition and turnover rates [4][5] Group 3 - A significant mismatch exists in the job market, with 66.4% of financial institutions urgently needing AI talent, yet 84.2% cite a lack of relevant work experience as a major hiring challenge [6] - The recruitment landscape is polarized, with top firms offering salaries in the millions while smaller institutions struggle to attract suitable candidates, leading to a cycle of "unable to hire/unable to retain" [7] - The CGFT certification program launched in Shanghai aims to bridge the skills gap, with over 40,000 trained and 2,000 certified, but practical project experience remains crucial for hiring [8][9] Group 4 - The demand for compliance technology and cross-border financial roles is increasing, with positions for data compliance engineers at WeBank seeing an 80% year-on-year growth [5][9] - The financial technology talent standard is evolving from "programmers" to "financial algorithm engineers," with a growing need for professionals who can apply technical skills in real-world financial scenarios [9][12] - Companies are actively working to bridge the supply-demand gap by implementing joint training programs and adjusting educational curricula to better prepare graduates for the job market [11][12]
加拿大丰业银行下调自由港麦克莫兰目标价至45美元
Ge Long Hui A P P· 2025-09-25 04:00
格隆汇9月25日|加拿大丰业银行将自由港麦克莫兰公司评级从"行业跑赢"下调至"行业同步";将目标 价从55美元下调至45美元。 ...
经济不确定性犹存 瑞士央行倾向保留政策空间
Jin Tou Wang· 2025-09-25 03:56
周四(9月25日)美元兑瑞郎汇率今日开盘报0.7944,昨日收盘于0.7941,截至发稿前美元/瑞郎报 0.7948,涨幅0.08%,最高价0.7951,最低价0.7941。瑞士8月消费者价格同比上涨0.2%,与7月涨幅持 平,连续第三个月维持在央行0-2%的价格稳定目标区间内。 美元兑瑞郎相对强弱指数(RSI)在45-50区间震荡,未形成明确趋势方向;随机振荡器(Stoch)从低 位回升至52附近,未进入超买区域,暗示短期仍有小幅反弹空间,但动能有限。上轨位于0.7935,下轨 位于0.7905,中轨位于0.7920,通道呈水平走平状态,价格在中轨附近波动,"夹板效应"显著,突破上 下轨将成为短期趋势启动的信号。 国内产品价格上涨被进口商品价格下降所抵消。数据公布后,市场预计央行本月维持零利率不变的概率 从85%升至91%。央行6月将利率降至零以应对通缩压力,最新数据缓解了其再次降息的压力。VP银行 首席经济学家表示,通胀数据给央行采取行动的理由,通胀高于零且通缩趋势未进一步加剧。EFG银行 分析师指出,当前经济不确定性(特别是美国对瑞士进口征收39%关税)使央行倾向于保留政策选项。 早期指标仍显示瑞士经济 ...
安永企业家奖2025独立评选团阵容揭晓
Sou Hu Cai Jing· 2025-09-25 03:51
2025年,"安永企业家奖"迎来在中国内地、香港和澳门举办二十周年的辉煌时刻。在这个具有里程碑意义的时点,本届独立评选团的阵容尤为引人瞩目。由 商界领袖、行业专家与"安永企业家奖"过往获奖者共同组成的独立评选团,构建了多维度的评审视角,确保了专业深度的权威性,保障了评选工作的全面洞 察与公正客观。 二十年来,"安永企业家奖"始终坚持弘扬企业家精神的初衷,秉承独立、公平、专业的原则,发掘具有创新精神、卓越领导力和社会责任感的优秀企业家。 独立评选团通过严格的选拔程序,按照全球统一的评选标准,围绕企业家精神、增长、目标及影响四个维度,对候选企业家进行甄选,并确定最终获奖名 单。 马蔚华 独立评选团主席 联合国开发计划署可持续发展影响力指导委员会 委员 原招商银行股份有限公司 执行董事、行长兼首席执行官 安永企业家奖2012——中国内地大奖获奖者 马蔚华,原招商银行股份有限公司执行董事、行长兼首席执行官,经济学博士,曾兼任香港永隆银行、招商信诺人寿保险有限公司和招商基金管理有限公司 董事长,以及第十届全国人大代表,第十一届、十二届全国政协委员,现任国际公益学院董事会主席、盟浪可持续数字科技(深圳)有限责任公司董事长 ...
午评:创业板指涨2.22% 宁德时代股价再创新高
Zheng Quan Shi Bao Wang· 2025-09-25 03:45
Core Viewpoint - The three major indices experienced slight declines at the opening but then rose, with the Shanghai Composite Index increasing by 0.16%, the Shenzhen Component Index by 1.14%, and the ChiNext Index by 2.22%, reaching a new three-year high [1] Market Performance - The trading volume in the Shanghai and Shenzhen markets reached approximately 1.56 trillion yuan [1] Sector Highlights - The controllable nuclear fusion concept saw strong performance, with companies like Haohuan Huaton and Hezhuan Intelligent hitting the daily limit [1] - The multi-modal AI concept was active, with Tianxiexiu also hitting the daily limit [1] - The BC battery concept gained momentum, with TCL Zhonghuan reaching the daily limit [1] - The liquid cooling server concept rose, with companies such as Xinya Electronics and Inspur Information hitting the daily limit [1] - Contemporary Amperex Technology Co., Ltd. (CATL) saw its A-shares rise over 5%, reaching a historical high [1] Sector Performance - IT equipment, internet, electrical equipment, and non-ferrous metals sectors showed significant gains [1] - Conversely, the tourism, banking, transportation infrastructure, and public transportation sectors experienced declines [1]
金融展位前的“助农热度” 中国农民丰收节北京市庆祝活动现场见闻
Jin Rong Shi Bao· 2025-09-25 03:40
金秋送爽,五谷丰登。9月23日秋分时节,第八个"中国农民丰收节"北京市庆祝活动在通州区于家务镇 国际种业会展中心盛大启幕。今年丰收节以"庆农业丰收,享美好生活"为主题,由北京市农业农村局等 单位主办,全面展现首都农业农村发展新成就,营造了浓厚的节日氛围。作为首都金融服务"三农"的重 要力量,多家银行携手亮相金融助农展区,以各具特色的金融服务为丰收节增添亮色,共同描绘金融助 力首都乡村振兴的崭新画卷。 普惠金融守护丰收"钱袋子" 在线下服务方面,北京农商银行持续完善农村基础金融服务,建成17家"浓情驿站"乡村金融服务综合 体,提供党建、政务、金融、民生等一体化服务;升级1400余家乡村金融便利店,构建"以大带小、以 小托大"的服务生态,真正实现"基础金融不出村、综合金融不出镇"。 此外,北京农商银行加大对"百千工程"等重点领域的金融支持,十余年来,累计投放乡村振兴领域贷款 超6600亿元,为北京乡村振兴注入强劲动能。2025年1至8月,该行在农业信贷直通车平台新增授信笔数 450笔,金额6.38亿元;为农业新质生产力储备项目专项新增授信27笔,授信金额6090万元,新增授信 笔数、授信金额均居前列。 创新驱动乡 ...