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跨境数据“新航路”启程 昆明打造区域数字经济新枢纽
Sou Hu Cai Jing· 2025-09-18 08:43
Group 1 - The core viewpoint emphasizes the importance of building an open digital community rather than allowing data silos, with a focus on cross-border data flow as a means of value transfer and resource optimization under a regulatory framework [1][3] - Yunnan is positioned as a hub for South Asia and Southeast Asia, transitioning from a "land corridor" to a "digital corridor," which may provide a competitive edge in the regional digital economy [1] - The forum highlighted the collaboration between government, platforms, and enterprises to enhance data security, reduce compliance costs, and foster innovation for economic development [1][3] Group 2 - The forum attracted over 200 representatives from government, research institutions, and enterprises, focusing on cross-border data security and international cooperation [3] - The city of Kunming is identified as having the foundational capabilities and potential to promote cross-border data flow, with initiatives to strengthen security and enhance data value [3] - A strategic cooperation agreement was signed between Kunming Municipal Government and China Unicom Yunnan Province to advance the development of cross-border data corridors and the digital economy [3][5] Group 3 - The forum showcased practical outcomes, including the Kunming International Data Exchange and presentations from companies like Huawei and 360 on AI cross-border services and multimodal transport information platforms [5] - An immersive experience was provided for attendees to explore cross-border data flow cases and the opportunities presented by the "digital corridor" [5]
美联储降息25个基点落地 机构看好黄金及A股H股科技板块
Xin Hua Cai Jing· 2025-09-18 08:42
美联储降息对A股和港股影响几何?兴证全球基金固定收益部副总监刘琦认为,从整体逻辑来看,美联 储降息周期通常对全球风险资产具有支撑作用。具体到港股市场,由于其资金进出本就相对便利,流动 性改善自然会带来直接的积极支撑。观察近期港股的表现可以发现,其走势与资金面波动紧密相关。比 如,近期香港银行间同业拆借利率(HIBOR)及港股资金市场利率曾在低位回升,目前已回落至相对 合理水平,这种资金面的改善已对市场形成明确正向影响。更值得关注的是,港股当前整体估值仍处于 低位,众多优质资产性价比突出,从全球主要资本市场对比来看,港股的投资价值确实值得进一步重 视。 从投资者资产配置视角来看,摩根资产管理认为,当前美联储年内再降息2次的概率有所提升,这一预 期降低了现金类资产的回报吸引力,同时长久期国债的资本利得机会或逐步浮现。从股市机会来看,可 重点关注人工智能发展背景下美股科技、通信服务及金融行业的机会;此外,基于美元或延续走弱趋 势,非美市场及黄金资产可能保持韧性,其中A股、港股及日股从估值吸引力、盈利趋势与市场动能来 看,仍存在结构性机会。 摩根资产管理建议投资者,为平衡整体风险与回报,应在优质债券、价格合理的股票、 ...
深化应用新技术 吉大通信赋能新兴产业创新发展
Xin Hua Wang· 2025-09-18 07:15
中国上市公司协会联合新华网等媒体,开展"我在'十四五'这五年 上市公司在行动"主题宣传活动。 作为国内外通信运营商、政府机构、企事业单位提供通信及信息技术服务的高新技术企业,吉林吉大通 信设计院股份有限公司(以下简称"吉大通信"或"公司")始终坚持深度融入国家数字经济发展战略布 局,深化应用5G技术、探索5G应用新场景,依托大数据、"人工智能+"等新一代数字技术,全面赋能工 业互联网、智慧城市等战略性新兴产业创新发展。目前,公司服务网络几乎遍布全国所有省份,国际业 务累计服务范围延伸至东南亚、南亚、南美、非洲、欧洲等全球40余个国家和地区。 吉大通信成功构建了"四轮驱动"的业务格局,即通信技术服务业务、信息化产品集成运营业务、投 资业务、国际业务,并持续在智慧食堂、数据资产运营、能源信息化、软件开发、产业数智化转型服务 等新战略方向布局。 追求高质量可持续发展目标,在"十四五"期间,吉大通信保持业绩稳定、稳健发展,坚持将环境、 社会和公司治理作为企业高质量发展的战略基石,推进企业发展战略与行业前沿趋势相结合,通过政企 数智化业务,为政府机构提供智慧政务、交通管理等领域技术支持,推动环境友好型城市建设;健全工 ...
中贝通信股价涨5.8%,南方基金旗下1只基金位居十大流通股东,持有319.38万股浮盈赚取434.36万元
Xin Lang Cai Jing· 2025-09-18 03:46
Group 1 - The core viewpoint of the news is that Zhongbei Communication has seen a significant increase in its stock price, rising by 5.8% to 24.79 CNY per share, with a trading volume of 422 million CNY and a turnover rate of 4.07%, leading to a total market capitalization of 10.765 billion CNY [1] - Zhongbei Communication Group Co., Ltd. is located in Wuhan, Hubei Province, and was established on December 29, 1999. It was listed on November 15, 2018. The company specializes in communication network technology services, focusing primarily on communication network construction, while also engaging in system integration, optimization, maintenance, planning, and design [1] - The revenue composition of Zhongbei Communication is as follows: 46.76% from 5G new infrastructure, 33.58% from smart city and other services, 18.76% from intelligent computing services, and 0.90% from other sources [1] Group 2 - From the perspective of the top ten circulating shareholders, Southern Fund has increased its holdings in Zhongbei Communication. The Southern CSI 1000 ETF (512100) added 918,400 shares in the second quarter, bringing its total holdings to 3.1938 million shares, which accounts for 0.74% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a current scale of 64.953 billion CNY. Year-to-date returns are 28.17%, ranking 1822 out of 4222 in its category; over the past year, returns are 72.87%, ranking 1263 out of 3804; and since inception, returns are 13.43% [2]
二六三最新股东户数环比下降9.11%
Group 1 - The core point of the article indicates that the number of shareholders for the company has decreased for the second consecutive period, with a reduction of 14,573 shareholders, representing a 9.11% decline compared to the previous period [2] - The latest stock price of the company is reported at 7.16 yuan, reflecting a decrease of 0.69%, while the stock has seen a cumulative increase of 14.38% since the concentration of shares began [2] - The company's semi-annual report shows that it achieved an operating income of 385 million yuan, a year-on-year decrease of 17.89%, and a net profit of 35.82 million yuan, down 30.18% year-on-year, with basic earnings per share at 0.0300 yuan and a weighted average return on equity of 1.88% [2]
摩根资产管理快评:美联储降息符合预期,关注股债多元机会
Xin Lang Ji Jin· 2025-09-18 01:28
专题:美联储开启降息周期 机构预计10、12月再降息 看好黄金表现 四、本次会议发布最新的经济预测摘要及利率点阵图:相较于6月会议,委员会增加了对2028年的经济 预测,将2025年到2027年的GDP成长率中位数分别上调至1.6%,1.8%及1.9%,将明年及后年的失业率 中位数分别下调至4.4%及4.5%,维持今年PCE及核心PCE的预测不变,但上调明年整体PCE及核心PCE 中位数至2.6%。 | 预测中位数 | 2025 | 2026 | 2027 | 2028 | 长期 | | --- | --- | --- | --- | --- | --- | | GDP | 1.6% | 1.8% | 1.9% | 1.8% | 1.8% | | | (1.4%) | (1.6%) | (1.8%) | | (1.8%) | | 共业率 | 4.5% | 4.4% | 4.3% | 4.2% | 4.2% | | | (4.5%) | (4.5%) | (4.4%) | | (4.2%) | | PCE | 3.0% | 2.6% | 2.1% | 2.0% | 2.0% | | | (3.0%) | (2. ...
华星创业9月17日获融资买入758.71万元,融资余额2.69亿元
Xin Lang Cai Jing· 2025-09-18 01:24
9月17日,华星创业跌0.29%,成交额7445.87万元。两融数据显示,当日华星创业获融资买入额758.71 万元,融资偿还728.11万元,融资净买入30.61万元。截至9月17日,华星创业融资融券余额合计2.70亿 元。 融资方面,华星创业当日融资买入758.71万元。当前融资余额2.69亿元,占流通市值的7.83%,融资余 额低于近一年30%分位水平,处于低位。 融券方面,华星创业9月17日融券偿还0.00股,融券卖出0.00股,按当日收盘价计算,卖出金额0.00元; 融券余量5.90万股,融券余额39.88万元,低于近一年40%分位水平,处于较低位。 机构持仓方面,截止2025年6月30日,华星创业十大流通股东中,香港中央结算有限公司位居第八大流 通股东,持股476.29万股,相比上期增加75.49万股。 责任编辑:小浪快报 截至7月31日,华星创业股东户数2.38万,较上期增加0.96%;人均流通股21273股,较上期增加 16.30%。2025年1月-6月,华星创业实现营业收入2.93亿元,同比减少14.83%;归母净利润-2631.82万 元,同比减少15.65%。 分红方面,华星创业A股上市 ...
润建股份:关于拟注册发行银行间债券市场非金融企业债务融资工具的公告
Zheng Quan Ri Bao· 2025-09-17 14:12
Core Viewpoint - Runjian Co., Ltd. plans to issue non-financial corporate debt financing instruments in the interbank bond market, with a total amount not exceeding 6 billion RMB [2]. Group 1 - The company will hold the 25th meeting of the fifth board of directors on September 17, 2025, to review the proposal for the bond issuance [2]. - The proposed issuance includes short-term financing bonds and medium-term notes [2]. - The matter requires approval from the company's shareholders' meeting [2].
中贝通信:关于向特定对象发行股票获得上海证券交易所审核通过的公告
Zheng Quan Ri Bao· 2025-09-17 13:36
Group 1 - The core point of the article is that Zhongbei Communication has received approval from the Shanghai Stock Exchange for its application to issue shares to specific investors, pending final approval from the China Securities Regulatory Commission (CSRC) [2] Group 2 - Zhongbei Communication announced on September 17 that it received the Shanghai Stock Exchange's review opinion regarding its application for a specific object stock issuance [2] - The review opinion states that the application meets the conditions for issuance, listing, and information disclosure [2] - The implementation of the stock issuance is contingent upon receiving the CSRC's approval, which introduces uncertainty regarding the timing and outcome of the registration decision [2]
9月17日晚间重要公告一览
Xi Niu Cai Jing· 2025-09-17 10:17
Group 1 - China Ping An completed stock purchase under the 2025 long-term service plan, acquiring 74.615 million H-shares, accounting for 0.412% of total share capital, with a total transaction amount of 3.875 billion yuan [1] - New China Life Insurance reported original insurance premium income of 158.086 billion yuan from January to August, representing a year-on-year increase of 21% [7] - Longhua Group received a project development notification from a domestic automaker, with an estimated total sales amount of approximately 280 million yuan over a 5-year project lifecycle [8] Group 2 - Tianlong Co., Ltd. announced that its general manager plans to reduce holdings by up to 320,000 shares, representing 0.16% of total share capital, due to personal financial needs [2] - Pingzhi Information became a candidate for a 170 million yuan AI computing power technology service project [3] - Shandong Mining announced the establishment of a holding subsidiary with a registered capital of 10 million yuan, in which it holds a 65% stake [4] Group 3 - Haixia Environmental Protection plans to invest 60.6059 million yuan in upgrading a sewage treatment project [5] - Zaiqi Pharmaceutical received approval for clinical trials of its injection drug ZGGS34 for treating MUC17 positive advanced solid tumors [6] - Hengrui Medicine's application for a new indication for SHR-A1811 for HER2 positive breast cancer was accepted and included in the priority review process [16][17] Group 4 - Vanke A received a loan support of 2.064 billion yuan from its largest shareholder, Shenzhen Metro Group, for debt repayment [38] - Guang'an Aizhong plans to acquire 90% of Qitai Hengzong at a price of 0 yuan to expand its wind power business [39] - A total of 6 products from Jiuzhang Bio received IVDR CE certification, valid until September 10, 2030 [20]