| 代码 | 最新融资余额（亿元） | 较上一日增减（亿元） | 环比增幅（%） | | --- | --- | --- | --- | | 电子 | 3703.59 | 14.09 | 0.38 | | 国防军工 | 875.91 | 10.06 | 1.16 | | 有色金属 | 1209.40 | 9.46 | 0.79 | | 通信 | 1186.82 | 8.22 | 0.70 | | 电力设备 | 2164.34 | 5.28 | 0.24 | | 商贸零售 | 291.23 | 3.97 | 1.38 | | 非银金融 | 1876.82 | 3.50 | 0.19 | | 传媒 | 498.50 | 3.33 | 0.67 | | 农林牧渔 | 301.70 | 1.78 | 0.59 | | 公用事业 | 513.18 | 1.62 | 0.32 | | 机械设备 | 1307.06 | 1.58 | 0.12 | | 石油石化 | 234.03 | 1.22 | 0.52 | | 基础化工 | 982.68 | 0.87 | 0.09 | | 纺织服饰 | 81.64 | 0.59 | 0 ...

【财华社讯】碧桂园(02007.HK)公布，根据与协调委员会的工作费用安排，最多约为820.51万美元可以 现金形式支付予协调委员会，有关款项来自不多于约1.6亿股公司将根据一般 授权向认可经纪、银行或 证券行发行的新股份出售变现。为便利工作费用安排，于2025年12月21日，董事会议决批准根据一般授 权发行约1.36亿股股份予GLAS Agency (Hong Kong) Limited("GLAS HK")，发行价为每股0.40港元，较 于2025年12月19日联交所所报每股股份收市价0.455港元折让约12.09%。GLAS HK将代表公司在合理切 实可行情况下尽快出售(或促成出售)该等一般授权项下协调委员会工作费用股份，藉以结付应以现金形 式支付予协调委员会的部分工作费用。 本文源自：财华网 ...

每经AI快讯，中原建业(09982.HK)于2024年4月2日暂停买卖，时隔逾20个月复牌，今早一度飙升近 64%。截至发稿，中原建业涨38.18%，报0.152港元，成交额2492.65万港元。 ...

中央经济工作会议12月10日至11日在北京举行。当前经济形势怎么看？"十五五"新开局重点任务如何推 进？聚焦舆论关注的重点问题，央广网约请相关领域专家深入解读中央经济工作会议精神。 全国规模以上工业增加值 同比增长6.0% 全国服务业生产指数 同比增长5.6% 汽车、集成电路产量分别增长 10.8%=10.6% 规模以上高技术制造业增加值 同比增长9.2% 智能消费设备制造业增加值 增长7.6% 我国新能源汽车、汽车用锂离子 动力电池产量分别增长 26.5%. 42.2% 重点领域风险化解取得积极进展 2025年1至10月 全国新建商品房销售面积和销售额 同比降幅分别比去年同期收窄 改革开放迈出新步伐 2025年前三季度 我国跨境电商进出口约2.06万亿元 增长6.4% 随着制造业领域外资准入限制实现"清零" 外商投资企业进口增长了1.1% 有进出口实绩的外贸企业数量 达到70万家，同比增加了5.2万家 市场监管部门组织开展知识产权执法 等专项行动 共查处相关案件近39万件 2025年1至11月 货物进出口总额412076亿元 同比增长3.6% 9个和11.3个百分点 控增量、优存量等房地产 政策措施持续发挥 ...

智通财经APP讯，中原建业(09982)发布公告，公司股份将于2025年12月22日上午九时正起恢复买卖。 ...

Group 1: Market Overview - The Shanghai Composite Index experienced a rebound last Friday, with a trading volume of 1.73 trillion yuan, an increase of 70.4 billion yuan compared to the previous trading day [1] - By the close of last Friday, the Shanghai Composite Index rose by 0.36%, the Shenzhen Component Index increased by 0.66%, and the ChiNext Index gained 0.49% [1] Group 2: Insurance Industry Outlook - Zhongtai Securities forecasts that the core premium income and value growth of listed insurance companies are expected to maintain double-digit growth by 2026, driven by asset reallocation and a favorable equity market [2] - The insurance sector is anticipated to benefit from the growth in the number of cooperative outlets and improved production capacity, with individual insurance channels supported by a strong workforce structure [2] Group 3: Fiber Optic Industry Insights - CITIC Construction Investment reports that since Q3 of this year, fiber optic prices in the Chinese market have been rising, indicating strong demand and tight overall supply [3] - The strong overseas demand and robust export performance reflect a thriving global fiber optic market, with leading companies in the industry likely to see both profit and valuation increases [3] Group 4: Real Estate Market Trends - Guojin Securities notes that the new housing market is experiencing a year-end surge, with an increase in quality projects in key cities contributing to an overall market recovery [4] - This week, new housing sales area significantly rebounded, with 434,000 square meters sold across 47 cities, marking a new weekly high since October [4]

人民财讯12月22日电，碧桂园在港交所公告，为便利工作费用安排，董事会议决批准根据一般授权发行 1.36亿股股份予GLAS HK，发行价为每股0.40港元。GLAS HK将代表公司在合理切实可行情况下尽快 出售(或促成出售)该等一般授权项下协调委员会工作费用股份，借以结付应以现金形式支付予协调委员 会的部分工作费用。 ...

1. 公开市场操作 央行公告称，12月19日以固定利率、数量招标方式开展了562亿元7天期逆回购操作，操作利率1.40%，投标量562亿元，中标量562亿元。同时，以固定数 量、利率招标、多重价位中标方式开展了1000亿元14天期逆回购操作。Wind数据显示，当日1205亿元逆回购到期，据此计算，单日净投放357亿元。当周 净回笼110亿元。 Wind数据显示，12月22日-26日当周央行公开市场将有4575亿元逆回购到期，12月22日将有1200亿元国库现金定存到期，12月25日将有3000亿元MLF到 期。 （*数据来源：Wind-央行动态PBOC） 2. 资金面 银行间市场资金面整体继续保持宽松，DR001加权平均利率小降并停留在1.27%附近。匿名点击（X-repo）系统上，隔夜报价仍在1.25%，供给在近千亿水 平。非银机构质押信用债融入隔夜资金报价在1.45%-1.48%左右。交易员表示，年内资金供给充沛，价格维持低位，14天逆回购继续投放稳预期，此外预 计年底应该还有财政资金投放驰援。 海外方面，最新美国隔夜融资担保利率为3.69%。 （IMM） // 债市综述 // 4. 银行间主要利率债收益 ...

Group 1: Economic Outlook and Technological Advancements - The theme of the conference is "China's Determination in Changing Circumstances," focusing on predictions and strategies for the future [1] - Morgan Stanley's Chief Economist for China, Xing Zhiqiang, expresses confidence in China's technological self-reliance, particularly in sectors like electric vehicles and green transformation, highlighting China's first-mover advantage [1][3] - The Chinese automotive industry has become a global leader, showcasing the effectiveness of China's industrial cluster capabilities [3] Group 2: AI Development and Competitive Landscape - Xing Zhiqiang emphasizes confidence in China's AI sector, noting that despite some shortcomings in GPU computing power, China can leverage its data advantages and talent pool to improve algorithms [2][6] - China produces approximately half of the world's AI talent, with 5 million engineering graduates annually, surpassing the combined total of the US, Europe, and Japan [5] - The efficiency of China's AI models is comparable to those of the US, despite China investing only about 1/10 of the amount the US does in AI infrastructure [7][8] Group 3: Real Estate Market Strategies - To stabilize the real estate market, Xing Zhiqiang suggests implementing inventory reduction policies in first- and second-tier cities, particularly those with population inflows and stable rental yields [2][11] - Proposed measures include interest subsidies for homebuyers, potentially reducing the burden on consumers and aligning rental yields with mortgage rates [11] - The importance of real estate in breaking the low-price cycle is highlighted, drawing parallels to Japan's experience in the 1990s [10] Group 4: Consumer Spending and Social Security - Long-term consumer spending growth requires reforms in the social security system to alleviate concerns for residents, particularly for low- and middle-income groups [12] - Strengthening social security and ensuring equitable distribution are essential for releasing consumer potential [12] - The need for policies that support housing, education, and healthcare access is emphasized to enhance consumer confidence and spending [12]

记者了解到，本次大会聚焦推动行业高质量发展，助力稳预期、促需求、增信心，深度解读四中全会精神，分享好产品、好服务、好 运营的优秀案例和实践经验，探索新形势下房地产业高质量发展模式和路径，搭建美好生活全产业创新、交流、合作平台，凝聚行业 智慧、探索新发展机遇。 "日本房地产发展历程对我国具有重要启示意义。"12月18日，在"广东省房地产行业协会2025年度会员大会暨第三届美好生活全产业 创新大会"上，住房和城乡建设部原总经济师赵晖提出上述观点。 赵晖认为，我国仍具备坚实的住房需求基础：户籍城镇化率仅为48%，人口持续向中心城市集聚；居民改善性住房需求旺盛；大量存 量住房亟待更新，部分新市民居住条件仍需提升；同时，居民购房能力不断增强，政策优化空间依然充足。因此，中国住房市场仍将 长期保持相当规模。 他表示，未来城市分化趋势将更加明显，一线和重点二线城市有望率先复苏并保持长期向好态势。这些城市将逐渐成长为具有全球影 响力的中心城市，发展潜力巨大。 赵晖特别强调，"好房子"正在成为市场新趋势。他指出，建筑质量是行业长远发展的基石，必须着力打造建造精致、功能稳定的高品 质住宅。此外，日本完善的住宅修缮机制值得借鉴，其 ...