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【广发资产研究】一张图看懂十一假期海内外市场动态
戴康的策略世界· 2025-10-08 10:56
戴康 CFA 广发证券发展研究中心 董事总经理(MD)、首席资产研究官 邮箱:daikang@gf.com.cn 经济数据发布将受到影响。 联储10月降息的预期。 就高物价等经济问题、外交、国际 安全保障问题在党内进行充分讨论。 假期海内 外安间 海外 国内 国庆假期人流量活跃度高于 国庆假期国内商品房成交偏弱 2025年国庆档总票房 去年 据iFinD,国庆假期期间 突破15亿元 据交通运输部,2025年10月 央行:中国9月末黄金储备报 (9.29-10.5) 30大中城市商品 据iFinD,国庆假期前 7406万查司 环比增加4万查司 5日(中秋国庆假期第5日), 房成交套數(二线城市)教量 7日(10.1-10.6),全 央行数据显示,中国9月末黄金 全社会跨区域人员流动量 环比下跌幅度较大,整体成交 国国庆档总票房突破15 储备报7406万查司(约2303.523 29119.72万人次,环比下降 仍相对偏弱。 吨),环比增加4万盘司(约1.24 3.4%,同比(2024年国庆假 吨),为连续第11个月增持黄金。 期第5日)增长3.4%。 8月末黄金储备报7402万盎司。 数据来源:交通运输部、iF ...
紫金黄金国际(02259)获纳入恒生综合指数 10月16日起生效
智通财经网· 2025-10-02 09:10
| 公司名称 | 将被纳入下列指数及其分类指数 | | --- | --- | | 紫金黄金国际 | 恒生综合指数 ● | | | 恒生综合行业指数 - 原材 o | | | o 恒生综合大型股指数 | | | 恒生综合大中型股指数 o | 智通财经APP欧西,10月2日,恒生指数公司发布公告,紫金黄金国际(02259)符合恒生综合指数的快速纳入规则要求,将于2025年10月15日(星期三)收市后 被纳入恒生综合指数、恒生综合行业指数—原材料业、恒生综合大型股指数以及恒生综合大中型股指数,并于2025年10月16日(星期四)起生效。 ...
紫金黄金国际获纳入恒生综合指数 10月16日起生效
Zhi Tong Cai Jing· 2025-10-02 09:09
| 公司名称 | 将被纳入下列指数及其分类指数 | | --- | --- | | 紫金黄金国际 | 恒生综合指数 ● | | | o 恒生综合行业指数 - 原材 | | | o 恒生综合大型股指数 | | | o 恒生综合大中型股指数 | 智通财经APP欧西,10月2日,恒生指数公司发布公告,紫金黄金国际(02259)符合恒生综合指数的快速纳入规则要求,将于202510月15日(星期三)收市后被 纳入恒生综合指数、恒生综合行业指数—原材料业、恒生综合大型股指数以及恒生综合大中型股指数,并于202510月16日(星期四)起生效。 ...
紫金黄金国际将于10月15日收市后被纳入恒生综合指数
Zheng Quan Shi Bao Wang· 2025-10-02 08:49
人民财讯10月2日电,恒生指数公司发布公告,紫金黄金国际(2259.HK)符合恒生综合指数的快速纳入规 则要求,将于202510月15日(星期三)收市后被纳入恒生综合指数、恒生综合行业指数—原材料业、恒生 综合大型股指数以及恒生综合大中型股指数,并于202510月16日(星期四)起生效。 ...
紫金黄金国际获纳入恒生综合指数,10月16日起生效
Xin Lang Cai Jing· 2025-10-02 08:48
来源:格隆汇APP | 公司名稱 | 將被納入下列指數及其分類指數 | | --- | --- | | 紫金黃金國際 | ● 恒生綜合指數 | | | 恒生綜合行業指數 – 原材料業 0 | | | 恒生綜合大型股指數 O | | | ○ 恒生綜合大中型股指數 | 格隆汇10月2日|恒生指数公司发布公告:紫金黄金国际有限公司(2259.HK)("紫金黄金国际")符合恒生 综合指数的快速纳入规则要求,将于2025年10月15日(星期三)收市后被纳入以下指数,并于2025年10月 16日(星期四)起生效。 ...
大西洋:公司及控股子公司对外担保总额为人民币1.41亿元
Sou Hu Cai Jing· 2025-09-22 10:44
Group 1 - The company Atlantic announced that as of the date of the announcement, the total amount of external guarantees provided by the company and its subsidiaries is RMB 141 million, accounting for 4.45% of the most recent audited total assets and 5.95% of net assets, with no overdue guarantees reported [1] - The revenue composition for Atlantic in 2024 is heavily weighted towards raw materials, which account for 99.62% of total revenue, while other businesses contribute only 0.38% [2] - As of the time of reporting, Atlantic's market capitalization stands at RMB 4.5 billion [3]
资本市场月报-20250901
Ping An Securities Hongkong· 2025-09-01 02:48
Stock Market Performance - In August 2025, global stock markets experienced a broad rally, with the CSI 300 index rising over 10%[4] - The Hang Seng Tech index, Nikkei 225, and Dow Jones increased by 4.1%, 4.0%, and 3.2% respectively, while the KOSPI and DAX fell by 1.8% and 0.7%[4] Hong Kong Stock Sector Performance - The Hang Seng industry indices showed a majority of sectors rising, with the materials sector surging by 24.3%, followed by information technology and industrial sectors with increases of 7.5% and 4.5% respectively[8] - Conversely, the composite and utilities sectors declined by 2.5% and 1.8% respectively[8] IPO and Financing Overview - In August 2025, the Hong Kong IPO market saw 5 new listings, raising approximately HKD 52.9 million, primarily in the TMT and pharmaceutical sectors[13] - The first-day performance of new stocks was strong, with three stocks doubling in value[13] - A total of 56 companies announced share placements, expected to raise around HKD 204.9 billion, mainly in the pharmaceutical, TMT, and energy sectors[13] Macro Economic Insights - The U.S. job market showed significant pressure in August, with initial jobless claims rising to 235,000, the highest since June, indicating increasing unemployment challenges[14] - The Federal Reserve's Jackson Hole meeting indicated a shift towards a more dovish stance, with market expectations for at least two rate cuts by the end of the year[14] Domestic Economic Policies - China is focusing on strengthening domestic circulation, with significant infrastructure projects and financial support to stabilize the economy[16] - The relaxation of merger loan financing aims to support active mergers and acquisitions, enhancing industrial upgrades[16] Market Outlook - The outlook for the Hong Kong market remains positive, with three key investment themes: technology growth sectors (AI, internet, semiconductors), improving industry sectors (new energy, building materials), and stable dividend assets[18]
天量大涨,珍惜牛市主升浪!
Sou Hu Cai Jing· 2025-08-25 11:30
Core Viewpoint - The A-share market continues its strong momentum with major indices reaching new highs, driven by favorable policies and industry upgrades, indicating a potential continuation of this strong market trend [1][2]. Major Index Performance - A-share indices collectively surged, with the Shanghai Composite Index rising by 1.51% to 3883.56 points, Shenzhen Component Index and ChiNext Index increasing by 2.26% and 3.00% respectively, and the Sci-Tech 50 Index up by 3.2% [2]. - The total market turnover reached 3.14 trillion yuan, a significant increase of nearly 600 billion yuan compared to the previous trading day, marking a historical high in trading volume [2]. - The Hong Kong market also saw gains, with the Hang Seng Index up by 1.94% to 25829.91 points, the Hang Seng Tech Index rising by 3.14% to 5825.09 points, and the Hang Seng China Enterprises Index increasing by 2.39% [2]. Industry Hotspots and Driving Logic - The A-share market exhibited notable sector rotation, with technology growth and cyclical resource sectors driving the market. The telecommunications sector surged by 4.85%, supported by themes related to computing power and AI hardware [3]. - The non-ferrous metals sector rose by 4.63%, bolstered by demand from the new energy supply chain and high-end manufacturing [3]. - The real estate sector increased by 3.32% due to local policy optimizations, while the comprehensive sector and steel sector also showed positive performance, indicating a strong market response to growth-stabilizing policies [3]. - In the Hong Kong market, the materials sector led with a 4.42% increase, followed by non-essential consumer goods and information technology sectors, which rose by 3.41% and 2.46% respectively [3]. Underperforming Sectors and Driving Logic - All 31 A-share industries recorded gains, but the beauty care and textile sectors lagged, reflecting ongoing market divergence regarding consumer recovery [4]. - In the Hong Kong market, sectors such as online education, fintech, and stablecoins experienced declines, indicating a cautious risk appetite for high-valuation stocks [4]. Investment Strategy Recommendations - With supportive policies and capital inflows creating a positive cycle, the economic recovery expectations and industry upgrade logic are driving the stock market steadily upward [5]. - The market is showing significant sector rotation, suggesting a need to avoid chasing high prices. The alternating performance between cyclical sectors like telecommunications and non-ferrous metals and technology growth sectors will be key to maintaining market momentum [5]. - Low-valuation sectors such as real estate and consumer goods are beginning to show potential for recovery under policy catalysts, necessitating a dynamic balance between valuation safety margins and industry prosperity [5].
大西洋:为控股子公司江苏大西洋提供1500万元担保
Sou Hu Cai Jing· 2025-08-12 08:00
Group 1 - The company announced a guarantee contract with Agricultural Bank of China for a credit limit of 15 million RMB to support its subsidiary's operational needs [1] - The total external guarantees provided by the company and its subsidiaries amount to approximately 181 million RMB, representing 5.72% of the latest audited total assets and 7.64% of net assets [1] - The company's revenue composition for the year 2024 indicates that raw materials account for 99.62% of total revenue, while other businesses contribute 0.38% [1] Group 2 - The company's market capitalization is reported to be 4.9 billion RMB [2]
大西洋:公司及控股子公司对外担保总额为约2.41亿元
Mei Ri Jing Ji Xin Wen· 2025-08-05 08:34
Group 1 - The company, Atlantic, announced a total external guarantee amount of approximately RMB 241 million, which accounts for 7.61% of the most recent audited total assets and 10.17% of net assets, with no overdue guarantees reported [2] - For the fiscal year 2024, the revenue composition of Atlantic is heavily reliant on raw materials, which constitute 99.62% of total revenue, while other businesses account for only 0.38% [2]