2026.01. 27 本文字数：1206，阅读时长大约2分钟 陆控在公告中表示，补充调查结果已提供给继任审计师安永进行2022年至2024年财报审计。纽交所已批准 其过往财报发布延期至2026年4月30日。"公司正在编制尚待刊发的财务业绩。公司正在积极推进相关工 作，包括配合审计、落实内部监控整改措施等，并将根据上市规则的要求适时就复牌进展作出进一步公 告。"陆控表示。 作者 | 第一财经 杨倩雯 陆金所控股（06623.HK；LU.N）的关联交易审计风波又有进展。 1月27日晚，陆金所控股（下称"陆控"）发布有关复牌进度季度更新公告，披露了补充调查结果、整改措施 以及复牌进度等信息。 根据补充调查结果，在2017年至2023年期间，陆控向第三方深圳德诚投资发展有限公司（下称"德诚投 资"）提供了总计38.4亿元贷款。这些贷款的部分资金被德诚投资用于收购某些风险或风险理财产品的底层 资产，目的是用于补偿通过陆控平台购买相关亏损金融产品的零售投资者。 调查团队发现，上述用于补偿交易的贷款交易会计处理未反映上述贷款交易的经济实质，即德诚投资作为通 道方代陆控承接相关风险资产或风险理财产品的底层资产，支付对价以补 ...

Core Points - The article discusses the landmark trade agreement signed between the EU and India, which is expected to create a free trade area covering 2 billion people and significantly boost economic development for both parties [1] Group 1: Agreement Highlights - The agreement includes substantial tariff reductions and breakthroughs in market access, with nearly 97% of EU export products receiving tariff reductions or exemptions from India, potentially saving European companies up to €4 billion annually in tariff costs [3] - Key tariff reductions include a decrease in India's automotive tariffs from 110% to 10%, wine tariffs from 150% to 20%, and the complete elimination of tariffs on processed foods like pasta and chocolate [3] - In return, Indian industries such as textiles, jewelry, and leather will gain broader market access in the EU, with European companies receiving privileged access in sectors like financial services and maritime logistics [3] Group 2: Trade and Economic Impact - The EU-India bilateral trade in goods reached €120 billion in 2024, a nearly 90% increase over the past decade, with service trade adding an additional €60 billion [5] - The agreement is expected to double EU exports to India and provide critical support for India's infrastructure upgrades and job creation, with the EU being a significant source of technology and investment [5] Group 3: Strategic Cooperation - The trade agreement represents a strategic partnership between the EU and India, showcasing an alternative to a fragmented global landscape, with plans for additional agreements to facilitate the movement of seasonal workers, students, and skilled professionals, as well as enhance security and defense cooperation [8] - The collaboration aligns with the EU's goal to reduce dependence on the US and India's aim to diversify its military imports away from Russia, thus enhancing both parties' autonomy [8] Group 4: Next Steps - The core negotiations of the agreement have been completed, and it will now enter the internal approval process for both parties, with expectations for it to be implemented in the near term [9]

Group 1 - The extreme surge in silver prices is driving a significant increase in trading volume for the iShares Silver Trust ETF, which recorded nearly $40 billion in trading volume on Monday [1] - This trading volume is comparable to that of the SPDR S&P 500 ETF, one of the largest ETFs globally, and exceeds the single-day trading volumes of Nvidia at $23 billion and Tesla at $22 billion [1] - Just months ago, the daily trading volume of this silver ETF was around $2 billion, which rose to approximately $10 billion by the end of December last year [3] Group 2 - Silver prices have more than doubled since 2025, with a nearly 60% increase as of January 2026, potentially marking the largest monthly gain since 1979 [3] - Other commodities and related assets are also experiencing upward trends, with gold rising 18% this year and the MSCI Global Metals and Mining Index increasing by 19% [3] - The current price movements and trading volumes indicate that speculative behavior has largely replaced fundamental economic factors as the main driver of silver price fluctuations [3]

Group 1 - The company, Electric Power Investment, announced an expected net profit attributable to shareholders of 300 million to 350 million yuan for the fiscal year 2025, representing an increase of 187.37% to 235.26% compared to the same period last year (pre-restructuring) [2]

诺亚控股(06686)发布公告，该公司于2026年1月26日斥资33.44万美元回购14.46万股股份，每股回购价 格为2.312美元。 ...

针对上述问题，陆控在公告中披露了整改措施：陆控前联席首席执行官和前首席财务官（均已离职）主 要负责设计和实施补偿性交易。对于在相关交易中负有责任或起到支持作用的人员，陆控正在考虑适当 的人员管理措施。此外，陆控已委任德勤作为独立内部监控顾问，对公司内部监控系统进行审查并提供 整改建议，以完善内部控制。 陆控在公告中表示，补充调查结果已提供给继任审计师安永进行2022年至2024年财报审计。纽交所已批 准其过往财报发布延期至2026年4月30日。"公司正在编制尚待刊发的财务业绩。公司正在积极推进相关 工作，包括配合审计、落实内部监控整改措施等，并将根据上市规则的要求适时就复牌进展作出进一步 公告。"陆控表示。 根据补充调查结果，在2017年至2023年期间，陆控向第三方深圳德诚投资发展有限公司（下称"德诚投 资"）提供了总计38.4亿元贷款。这些贷款的部分资金被德诚投资用于收购某些风险或风险理财产品的 底层资产，目的是用于补偿通过陆控平台购买相关亏损金融产品的零售投资者。 调查团队发现，上述用于补偿交易的贷款交易会计处理未反映上述贷款交易的经济实质，即德诚投资作 为通道方代陆控承接相关风险资产或风险理财产品的底 ...

智通财经APP讯，国网英大(600517.SH)发布2025年年度业绩预告，预计2025年年度实现归属于母公司 所有者的净利润230,000万元到275,000万元，与上年同期相比，将增加72,575万元到117,575万元，同比 增加46.10%到74.69%。 2025年，公司强治理、提质效、抓风控、促发展，主营业务保持稳健增长;旗下金融板块自营投资业务 的投资收益及公允价值变动损益同比大幅增加。 ...

Core Viewpoint - The company, State Grid Yingda (600517.SH), forecasts a significant increase in net profit for the year 2025, projecting a range of 230 million to 275 million yuan, which represents a year-on-year increase of 72.575 million to 117.575 million yuan, equating to a growth of 46.10% to 74.69% [1] Group 1 - The company emphasizes strong governance, quality improvement, risk control, and development as key strategies for maintaining stable growth in its main business [1] - The financial segment of the company is expected to see a substantial increase in investment income and changes in fair value from self-operated investment activities compared to the previous year [1]

Group 1 - The core issue in the education industry financing is the dual constraints of "policy + assets," making it difficult for institutions to secure funding due to long return cycles and high policy sensitivity [1] - The private financing market in China is expected to exceed 12 trillion yuan by 2025, with over 62% of financing being collateral-based, yet educational institutions struggle to access these funds due to their intangible assets [1] - The chaotic financing service market complicates the situation, as many providers lack expertise and may increase costs without offering substantial help [1] Group 2 - Professional financing service providers are seen as strategic partners, offering full-cycle empowerment rather than just connecting institutions with funds [2] - These providers can help institutions navigate complex policies and avoid compliance risks, especially after the implementation of the private education classification management policy [2] - Post-investment support is crucial, as it allows institutions to leverage resources and maximize the value of funds beyond immediate needs [2] Group 3 - Thick Capital is highlighted as a dedicated financing expert in the education sector, focusing on comprehensive services including financing, mergers, and IPO guidance [3] - The team at Thick Capital has an average of over 10 years of experience in the education industry, providing insights that combine educational understanding with financial expertise [3] - Thick Capital has built a robust resource network, connecting over 200 quality educational institutions and collaborating with major tech companies to enhance project outcomes [4] Group 4 - The service model of Thick Capital covers the entire lifecycle of a company, from startup to IPO, ensuring that financing types are matched to the specific needs of institutions at different stages [5] - The comprehensive service includes strategic planning, operational optimization, and compliance support, which are essential for long-term growth [5] Group 5 - Shiyi Xiaoxue stands out as a comprehensive platform utilizing an "AI + professional consultant" model, providing efficient and transparent financing solutions [7] - The platform has served over 100,000 enterprises, facilitating loans exceeding 50 billion yuan, particularly benefiting educational institutions [7] - Rongyida offers innovative financing products tailored to the unique characteristics of educational institutions, such as intellectual property pledge loans [8] Group 6 - Regional institutions like Beijing Meiyuan Zhiliang focus on local resources and policies, providing quick financing solutions and helping institutions access government subsidies [8] - Changsha Zhongxin Jinmeng specializes in movable asset pledges, offering tailored financing solutions for educational institutions with physical assets [8] Group 7 - Specialized institutions like Shanghai Nansong Technology excel in collateral-based financing, quickly connecting educational institutions with low-interest products [9] - Zhongzi Xinye Group emphasizes compliance and risk management, providing substantial financing while ensuring legal safety for larger educational groups [9] Group 8 - Compliance is the first standard for selecting financing service providers, ensuring they possess the necessary licenses and certifications to operate legally [10] - Providers must demonstrate an understanding of the education sector and offer customized solutions rather than generic ones [11] - Risk control and post-investment support are essential for ensuring the safety and growth of financing arrangements [12] Group 9 - Transparency in fees is crucial, with reputable service providers clearly outlining all costs associated with their services [13] - Institutions should avoid "black intermediaries" that lack qualifications and may lead to legal issues or financial losses [14] - A rational assessment of costs is necessary to avoid falling into high-interest debt traps associated with quick financing offers [15] Group 10 - Emphasizing post-investment empowerment is vital for long-term development, as quality service providers offer ongoing support beyond initial funding [16] - Institutions should carefully select financing partners based on their specific needs and the stage of development they are in [17]

白银方面，隔夜现货白银盘中冲上117美元，日内一度暴涨14%，创全球金融危机以来最大盘中涨幅， 随后自高位大幅回落，抹去日内所有涨幅转跌，最终收涨0.4%，报103.625美元。今日欧市盘中，白银 小幅上涨，目前在111美元附近徘徊。 特朗普宣布对韩国加征关税！ 隔夜，美股三大指数集体走强，截至收盘，道指涨0.64%，标普500指数涨0.5%，纳指涨0.43%。 消息面上，特朗普称将提高对韩国多种商品关税税率至25%。 隔夜，现货黄金盘中突破5100美元，美盘午后震荡走低跌破5000美元关口，最终收涨0.45%，报5008.55 美元。今日欧市盘中，黄金小幅上涨，目前在5085美元附近徘徊。 还有值得一提的是，美国政府又又又要"关门"了。 当地时间1月26日，美国总统特朗普在其社交平台"真实社交"发文表示，由于韩国国会未批准并落实此 前与美国达成的贸易协议，美方将提高对韩国商品征收的关税税率。 特朗普称，韩国立法机构"未能履行与美国达成的协议"，称该协议是其与韩国总统李在明于2025年7月 30日达成，并于其2025年10月29日访韩时再次确认。 特朗普表示，鉴于韩国方面尚未通过该项"具有历史意义的贸易协议" ...