国际资本对中国资产的态度正在发生重大转变。 据高盛最新发布的数据，对冲基金以7周来最快速度净买入中国股票，既有多头买入也有空头回补。另 据野村证券的报告，新兴市场基金机构在7月份对印度股市的持仓配置权重大幅下降，而对中国内地和 中国香港的配置权重则大幅增加。 从市场表现来看，8月22日，中国资产全线爆发，沪指涨1.45%，站上3800点，再创10年新高；科创50 指数更是暴涨超8%；恒生科技指数大涨2.7%；美股市场的中国资产亦集体大涨。 展望后市，多家外资机构认为，赚钱效应正在吸引场外资金入市，中国股市还将迎来更强劲的资金流 入，本轮上涨的动力仍然较强，且中国股票的估值仍具备较高的吸引力。 外资爆买 当地时间8月22日，高盛最新发布的报告显示，根据机构经纪数据，对冲基金以7周来最快速度净买入中 国股票，既有多头买入也有空头回补。 与此同时，美股市场的中国资产亦全线大涨，截至美东时间周五收盘，纳斯达克中国金龙指数大涨 2.73%，两倍做多沪深300ETF、三倍做多富时中国ETF均暴涨6.5%，中国科技ETF、两倍做多中国互联 网股票ETF大涨超5%。 中国资产的持续上涨正在吸引更多外资进场。 野村证券最新发布 ...

近年来，启东市以"服务全局、繁荣发展"为核心要义，聚焦"集聚发展、融合发展、创新发展"，全市现 代服务业发展稳中向好，优质高效服务业新体系加速成型。 今年上半年，启东市实现服务业增加值378.7亿元，增长6.6%；新培育规模以上服务业及限额以上批零 住餐企业36家；实现社会消费品零售总额244.6亿元，增长0.9%；完成服务业固定资产投资34.8亿元， 大幅增长89%。 放大区位禀赋优势 大力发展生产性服务业 启东充分发挥交通区位优势，持续完善现代物流基础设施建设，目前"六横、六纵、两沿、两高速、一 环、一通道"路网体系基本形成，"海陆空、公铁水、江海河"无缝衔接的综合集疏运体系格局日益完 善。吕四起步港区建设提速，2+2码头、重装码头高效运营，卫华港机、海力风电（301155）码头建成 交付，华兴重工、赛尔特码头开工建设，另外有2个通用泊位和1个粮油泊位即将开工。集装箱国际国内 航线顺利开通，吞吐量达15万标箱。北沿江高铁启东段进展顺利，启东高铁西站开工建设，启东客整所 开通运营，崇启公铁长江大桥跨长岛大道城际侧连续梁顺利合龙，洋吕铁路建成通车。全市公路总里程 达到2927公里，其中高速公路62公里。 从东 ...

Core Insights - The stock price of China Merchants Heavy Industry (002401) closed at 19.55 yuan, with a slight increase of 0.72% as of August 19, 2025 [1] - The company experienced a significant net outflow of main funds amounting to 15.09 million yuan, representing 3.78% of the total transaction amount [1] - The latest quarterly report indicates a total revenue of 366 million yuan, a year-on-year decrease of 15.02%, and a net profit attributable to shareholders of 4.50 million yuan, down 91.83% year-on-year [1] Financial Performance - Total revenue for the first quarter of 2025 was 3.66 billion yuan, reflecting a 15.02% decline compared to the previous year [1] - Net profit for the same period was 450.37 million yuan, which is a 91.83% decrease year-on-year [1] - The company's current ratio is 2.270, quick ratio is 1.813, and debt-to-asset ratio stands at 38.11% [1] Company Overview - China Merchants Heavy Industry was established in 1993 and is located in Shanghai, focusing on research and experimental development [1] - The registered capital of the company is approximately 371.67 million yuan, with paid-in capital of about 181.98 million yuan [1] - The legal representative of the company is Wang Xinbo [1] Investment and Intellectual Property - The company has made investments in 15 enterprises and participated in 2,826 bidding projects [2] - It holds 33 trademark registrations and 346 patent applications, along with 59 administrative licenses [2]

Core Viewpoint - The company has approved the use of idle raised funds for cash management, aiming to enhance fund utilization efficiency while ensuring the safety and proper use of the funds [1][13]. Fundraising Overview - The company raised a total of RMB 899.56 million through its initial public offering, with a net amount of RMB 810.66 million after deducting underwriting fees and other expenses [1][2]. - The funds are managed in a dedicated account under a tripartite supervision agreement with the sponsor and the supervising bank [2]. Cash Management Plan - The company plans to use up to RMB 650 million of idle raised funds for cash management, with a maximum investment period of 12 months [3][5]. - The investment products will include high-security, liquid, and capital-protected options such as time deposits, large certificates of deposit, structured deposits, and guaranteed income certificates from brokers [5][8]. Implementation and Oversight - The management team will make investment decisions within the approved limits and timeframes, with the finance department responsible for execution [6][11]. - The company will adhere to relevant regulations and maintain transparency in its cash management activities, ensuring that the funds are not used for purposes other than those approved [7][12]. Impact on Operations - The cash management strategy is designed to not affect the normal operation of the company's fundraising projects or its main business activities, while also providing potential investment returns [9][10].

Core Points - The company, Shenzhen Daotong Technology Co., Ltd., has utilized its own funds to pay for investment projects and plans to replace these with raised funds in accordance with regulatory requirements [1][4][6] Fundraising Overview - The company issued 12.8 million convertible bonds at a price of 100 RMB each, raising a total of 128 million RMB, with net proceeds amounting to approximately 126.2 million RMB after deducting underwriting fees [1][2] - The funds raised are designated for the construction of the Daotong Technology R&D Center and the development of new intelligent maintenance and new energy solutions, with a total project investment of approximately 210.2 million RMB [2][3] Use of Own Funds - The company has opted to use its own funds for certain expenditures related to the investment projects due to regulatory requirements regarding salary payments, which necessitate using basic or general deposit accounts rather than the dedicated fundraising account [2][3] - The company will subsequently replace the amount spent from its own funds with an equivalent amount from the raised funds, ensuring compliance with the principle of dedicated use of raised funds [3][4] Impact on Operations - The decision to use self-funds for project expenditures is expected to enhance operational efficiency and ensure the smooth progress of investment projects without affecting the normal implementation of these projects [3][4] Approval Process - The board of directors and the supervisory board of the company approved the use of self-funds and the subsequent replacement with raised funds, confirming that the necessary approval procedures were followed and that there is no change in the intended use of the raised funds [4][5]

Group 1 - The core point of the article is that Zhonghe Technology (000925) plans to invest in the "Binhai Global Headquarters and R&D Center" project in Hangzhou's Binjiang District to optimize resource allocation and enhance corporate image and regional influence [1] - The total planned investment for the project is not to exceed 717 million yuan [1]

Group 1 - The central bank will continue to implement a moderately loose monetary policy [1] - The Ministry of Finance and the State Taxation Administration will resume the collection of value-added tax on interest income from newly issued government bonds starting August 8 [1] - Eight departments have issued the "Implementation Plan for Digital Transformation in the Machinery Industry" [1] Group 2 - The director of the National Disease Control Bureau, Shen Hongbing, is guiding the prevention and control of the chikungunya virus outbreak in Foshan [1] - The total box office for the summer movie season in 2025 has exceeded 7 billion yuan [1] - Significant breakthroughs have been made in neuromorphic brain computing in China [1] Group 3 - Guidelines for unmanned driving equipment in Guangzhou are currently being drafted [1] - A ton-level unmanned aerial vehicle has successfully completed material transportation to a sea platform for the first time [1]

【导读】中国平安聘任王晓航出任首席技术官，加速全面数字化进程 中国基金报记者 曹雯璟 7 月 29 日，中国平安宣布，聘任王晓航先生出任集团首席技术官（ CTO ）兼平安科技总经 理。据悉，王晓航此前担任蚂蚁集团副总裁、财富及保险事业群 CTO 等职务，负责领导数字 金融和 AI 创新。 中国平安聘任王晓航出任首席技术官 中国平安表示，王晓航的加入，有助于公司全面提升 AI 技术研发与应用水平，推动自研大模 型与大数据开源平台深度融合发展，加快建设 " 数字化经营、数字化运营、数字化管理、数 字化营销、数字化服务 " 五大体系，为进一步深化 " 综合金融 + 医疗养老 " 双轮并行、科 技驱动战略，实现全面数字化转型注入强劲动力。 根据简历，王晓航，毕业于新加坡国立大学，拥有计算机科学硕士学位。加入平安集团前， 王晓航曾在谷歌（美国）、彭博集团等国际知名企业担任高级技术经理。 2015 年，王晓航 出任百度首席架构师，推动打造百度钱包和金融业务。 2016 年，王晓航加盟蚂蚁集团，历任蚂蚁集团副总裁、财富及保险事业群 CTO 等职务，负 责领导数字金融和 AI 创新，管理包含财富、保险、消费金融、网商银行和芝 ...

Group 1 - The core point of the news is the appointment of Wang Xiaohang as the Chief Technology Officer (CTO) of Ping An Group, which is expected to enhance the company's AI technology development and application levels [1][2] - Wang Xiaohang has a strong background in technology, having previously worked at Google, Bloomberg, Baidu, and Ant Group, where he led significant AI and digital finance initiatives [1][2] - Ping An aims to integrate self-developed large models and open-source platforms to accelerate its digital transformation across various operational areas, including finance and healthcare [2] Group 2 - Ping An's Chairman, Ma Mingzhe, emphasized the importance of AI in the company's operations, projecting that AI service volumes will reach approximately 1.84 billion by 2024, covering 80% of customer service [3] - The company has a robust technology workforce, with over 21,000 technology developers and more than 3,000 scientists, and has achieved 45 championships in AI competitions and filed 55,435 patent applications as of March 31, 2025 [3] - Ping An's digital strategy is a top priority for 2025, focusing on the deep integration of AI, big data technologies, and open-source large models [3]

Core Insights - CITIC Group launched the "Rock" action for technological innovation during the 2025 World Artificial Intelligence Conference, focusing on promoting a virtuous cycle of "technology-industry-finance" and accelerating the cultivation of new productive forces [1][2] - The group aims to build a world-class technology-driven enterprise by leveraging artificial intelligence to enhance technological development and industrial optimization [1] Group 1 - CITIC Group's Vice Secretary Zhang Shixin highlighted the unique advantages the group has developed in supporting AI and nurturing new productive forces [1] - The group plans to advance core technology breakthroughs, enhance the innovation foundation, and create a comprehensive innovation system from basic research to technology breakthroughs and result transformation [1][2] - CITIC Group will improve financial supply efficiency and coverage through a comprehensive financial approach, embedding a full-dimensional funding chain into the industrial and innovation chains [1] Group 2 - The "Rock" action involves collaboration with universities such as Beihang University, Tianjin University, and others to establish key laboratories and innovation centers in various fields [2] - The initiative includes the construction of two national key laboratories and four group-level technology innovation centers, focusing on original and critical core technology breakthroughs [2] - CITIC Group aims to create a three-tiered innovation platform cluster, enhancing its unique technological innovation system and accelerating the cultivation of new productive forces [2]