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申万宏源:“21申宏06”将于8月4日付息
Zhi Tong Cai Jing· 2025-07-31 14:16
申万宏源(000166)(06806)发布公告,该公司2021年面向专业投资者公开发行公司债券(第三期)(品种 二)(债券简称:21申宏06,债券代码:149579)将于2025年8月4日支付自2024年8月4日至2025年8月3日期 间的利息3.38元(含税)/张。 ...
海外观察:美国2025年二季度GDP数据点评:美国经济增速与库存周期的反转
Donghai Securities· 2025-07-31 07:45
Economic Performance - The U.S. GDP for Q2 2025 showed a quarter-on-quarter annualized growth rate of 3.0%, exceeding the expected 2.4% and rebounding from a previous decline of -0.5% in Q1[2] - Year-on-year GDP growth remained stable at 2.0%, consistent with the previous quarter[2] Consumption and Trade - Personal consumption increased from a previous annualized rate of 0.5% in Q1 to 1.4% in Q2, contributing 1.0 percentage points to GDP growth[2] - Net exports improved significantly due to a sharp decline in imports, which fell from an annualized rate of 37.9% to -30.3%, raising the contribution to GDP from -4.6% to 5.0%[2] Investment Trends - Private investment saw a dramatic decline, with an annualized rate dropping from 23.8% in Q1 to -15.6% in Q2, negatively impacting GDP by 3.1 percentage points[2] - Residential investment continued to decline, with an annualized rate of -4.6% in Q2, reflecting ongoing pressures from high mortgage rates and immigration policies[2] Government Spending - Government spending rebounded to an annualized growth rate of 0.4% in Q2, driven primarily by increased defense spending and state/local government hiring[2] - State and local government expenditures rose from 2.0% in Q1 to 3.0% in Q2, indicating a positive trend in public sector investment[2] Market Reactions - Following the GDP release, market expectations for interest rate cuts diminished, leading to an increase in the U.S. dollar index and bond yields, while gold prices fell[2] - The Michigan Consumer Sentiment Index improved, reaching 61.8 in July, indicating a recovery in consumer confidence[2]
A股7月收官!创业板指涨超8% 沪指3600点得而复失
财联社· 2025-07-31 07:18
截至收盘,沪指跌1.18%,深成指跌1.73%,创业板指跌1.66%。 沪深两市全天成交额1.94万亿,较上个交易日放量917亿。盘面上,市场热点较为凌乱,个股 跌多涨少,全市场超4200只个股下跌。 从板块来看,创新药概念反复走强,南新制药等多股涨停;AI应用端全天逆势活跃,易点天下 等涨停;AI硬件股表现分化,液冷服务器概念全天强势,英维克等涨停;下跌方面,钢铁、有 色等顺周期方向集体走弱,安阳钢铁跌超7%。大金融板块全天低迷,中银证券跌超5%。板块 方面,辅助生殖、液冷IDC、信创、华为昇腾等板块涨幅居前,钢铁、煤炭、有色、影视等板 块跌幅居前。 今日市场全天震荡调整,三大指数均跌超1%。本月市场总体呈现震荡攀升态势,三大指数月 线均收涨,其中 创业板指本月累计涨超8%,沪指3600点得而复失。 ...
中信建投应瑛:香港稳定币开闸 虚拟资产交易等领域将迎来确定性机会
Ge Long Hui A P P· 2025-07-31 05:00
格隆汇7月31日|中信建投证券计算机行业首席分析师应瑛近日表示,香港稳定币与数字人民币并非竞 争关系,而是通过"货币桥+链上支付"协同构建"去美元化"支付网络;RWA代币化不止是资产融资,更 将重塑全球资产定价规则;随着香港稳定币牌照发放,券商IT改造、虚拟资产交易等领域将迎来确定性 机会。 ...
最低报700元,交易商协会介入,调查涵盖承销商和发行人广发银行
Sou Hu Cai Jing· 2025-07-31 04:47
撰稿|多客 来源|贝多财经 7月21日,中国银行间市场交易商协会(下称"交易商协会")发布信息称,该协会在对广发银行2025-2026年度二级资本债券项目6家中标主承销商自律调查 过程中发现,发行人广发银行涉嫌存在引导价格等情形,协会正进一步查实。 仅700元。" 其三,"承销机构不得以低于成本的承销费率报价参与债券项目竞标。发行人、承销机构应按照商业约定履行付款义务,不应拒绝支付或拖欠费用。" 交易商协会强调,若相关方在业务开展过程中存在违反自律规则的情况,将依据有关规定予以自律处理。 一石激起千层浪,交易商协会于7月11日发布《交易商协会对6家主承销商启动自律调查》称,"协会监测到,在广发银行2025-2026年度二级资本债券项目 中,中国银河证券股份有限公司、广发证券股份有限公司、兴业银行股份有限公司、国泰海通证券股份有限公司、中信建投证券股份有限公司、中信证券股 份有限公司等6家主承销商中标承销费引发市场关注。" 图片来源:交易商协会 随后的7月21日,交易商协会在官网发布《交易商协会加强对广发银行等发行人的自律调查》称,"近期,交易商协会在对广发银行2025-2026年度二级资本 债券项目6家中标主 ...
2025年1-7月IPO中介机构排名(A股)
梧桐树下V· 2025-07-31 01:33
Core Viewpoint - The article highlights the performance of new IPOs in the A-share market from January to July 2025, indicating a significant increase in both the number of new listings and the total funds raised compared to the same period last year [1]. Group 1: IPO Performance - A total of 59 new companies were listed in the A-share market from January to July 2025, representing an 18.00% increase from 50 companies in the same period last year [1]. - The net fundraising amount for these 59 new listings reached 544.21 billion yuan, which is a 63.83% increase compared to 332.18 billion yuan in the previous year [1]. Group 2: Underwriting Institutions Ranking - 26 underwriting institutions participated in the IPOs of the 59 new companies, with a total of 60 deals due to dual appointments for some companies [2]. - The top three underwriting institutions by the number of deals are: - First: Guotai Junan with 7 deals - Second: Huatai United and CITIC Securities, each with 6 deals [2]. Group 3: Legal and Accounting Firms Ranking - 25 law firms provided legal services for the 59 new IPOs, with the top three being: - First: Shanghai Jintiancheng with 9 deals - Second: Beijing Zhonglun with 6 deals - Third: Guangdong Xinda with 4 deals [5]. - 15 accounting firms provided auditing services for the IPOs, with the top three being: - First: Rongcheng with 13 deals - Second: Lixin and Tianjian, each with 9 deals [5].
稳定币首批牌照仅发数张,机构预测蚂蚁将入围
21世纪经济报道· 2025-07-30 04:10
Core Viewpoint - The Hong Kong Monetary Authority (HKMA) is set to implement a regulatory framework for stablecoin issuers starting August 1, 2025, with the issuance of licenses expected to be limited initially to a few entities, establishing a robust compliance and trust foundation for the market [1][4][8]. Regulatory Framework - The HKMA has released several documents related to the stablecoin regulatory framework, including guidelines for licensed stablecoin issuers and anti-money laundering directives, which will be published on August 1, 2025 [4]. - Institutions interested in applying for a license are encouraged to contact the HKMA by August 31, 2025, to understand regulatory expectations and improve their application materials [4][8]. - The initial phase of license issuance will be limited, with only a few licenses expected to be granted, emphasizing the need for applicants to present concrete business rationales and application scenarios [8][9]. Market Participation - Several institutions, including Ant Group and JD.com, are predicted to be among the first to receive licenses due to their strong blockchain technology foundations and application scenarios [2]. - The HKMA has noted that while many institutions have expressed interest in obtaining licenses, many proposals remain conceptual without practical application plans [8]. Sandbox Testing - The HKMA plans to launch a "stablecoin issuer sandbox" in March 2024, allowing institutions to test their business models and technology systems in a controlled environment [8][9]. Virtual Asset Regulation - Hong Kong is actively developing a global virtual asset center and exploring the application of offshore Renminbi (CNH) stablecoins, with a regulatory roadmap aimed at balancing innovation and risk management in the virtual asset market [11]. - The regulatory framework for virtual assets in Hong Kong is taking shape, with different licenses required for various types of virtual assets, including those linked to stablecoins [11][12]. Institutional Developments - Chinese securities firms are rapidly entering the virtual asset trading service sector, with several firms obtaining licenses to provide compliant digital asset trading services [12]. - The approval of licenses for virtual asset trading services is seen as a significant step for Chinese banks to engage in the virtual asset market, indicating a growing interest and potential for development in this area [12].
A股定增金额大增544%
21世纪经济报道· 2025-07-30 01:28
Core Viewpoint - The A-share market has seen a significant increase in equity financing in 2023, with a total of 172 companies raising 823.51 billion yuan, marking a year-on-year growth of 371.52% [1] Group 1: Equity Financing Overview - As of July 28, 2023, 172 companies completed equity financing, raising a total of 823.51 billion yuan, which is a 371.52% increase year-on-year [1] - Among these, 90 companies completed private placements, raising 722.30 billion yuan, up 543.73% year-on-year, while 25 companies issued convertible bonds, raising 40.56 billion yuan, a 53.53% increase [1] - The financial sector leads in private placement scale, with major state-owned banks like Bank of China, Postal Savings Bank, and others raising over 1 trillion yuan each for liquidity support [2][8] Group 2: Regulatory Support and Market Trends - The surge in private placements is supported by regulatory measures aimed at increasing long-term capital inflow into the market, including a joint implementation plan released by six departments in early 2025 [5] - The total amount raised through private placements in 2023 has already surpassed the total for the entire previous year [6] - The "merger and acquisition policies" have also contributed to a rise in financing for acquisitions, with 16 out of 90 private placements being used for asset acquisitions [7] Group 3: Industry Distribution and Company Actions - The manufacturing and high-tech industries are the main contributors to private placements, with significant participation from sectors like chemicals, hardware, machinery, and electrical equipment [7] - Several companies are actively planning private placements, with 352 companies updating their refinancing plans by July 28, 2023, a 162.69% increase from the previous year [12] - The Shenzhen Stock Exchange has introduced guidelines to enhance financing flexibility for companies classified as "light asset" and "high R&D input," allowing them to bypass certain restrictions [13][14] Group 4: Simplified Procedures and Case Studies - A growing number of small and medium-sized enterprises are utilizing simplified procedures for private placements, which allow for quicker approvals and less stringent requirements [8][9] - For instance, Platinum New Materials raised 300 million yuan through a simplified procedure, demonstrating the efficiency of this financing method [10]
华安证券月月红现金管理型集合资产管理计划收益支付公告 (2025年第07号)
Group 1 - The announcement date for the information is July 31, 2025 [1] - Investors can access relevant information through Huazhong Securities Asset Management Co., Ltd. [1] - The company website is provided for further details [1] Group 2 - There are additional details related to income payment that are not specified in the document [1] - Other necessary reminders are included in the announcement [1] - A customer service hotline is available for inquiries [1]
Nomura (NMR) - 2026 Q1 - Earnings Call Transcript
2025-07-29 10:32
Nomura (NMR) Q1 2026 Earnings Call July 29, 2025 05:30 AM ET OperatorGood day, everyone, and welcome to today's Nomura Holdings First Quarter Operating Results for Fiscal Year Ended March 2026 Conference Call. Please be reminded that today's conference call is being recorded at the request of the hosting company. Should you have any objections, you may disconnect at this point in time. During the presentation, all the telephone lines are placed for listen only mode. The question and answer session will be h ...