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大消息!超级赛道利好来了
Zhong Guo Ji Jin Bao· 2025-09-27 00:09
【导读】交通运输部等七部门印发《关于"人工智能+交通运输"的实施意见》 事关"人工智能+交通运输",重磅文件发布! 9月26日,交通运输部等七部门印发《关于"人工智能+交通运输"的实施意见》(以下简称《意见》),加快推动人工智能在交通运输领域规模化创新应 用。 | 索引号: | 000019713O11/2025-00042 | 机构分类: | 科技司 | | --- | --- | --- | --- | | 文号: | 交科技发〔2025〕92号 | 主题分类: | 政策性文件 | | 公开日期: | 2025年09月26日 | 行业分类: | 真他 | | 主题词: | "人工智能+交通运输" | 公文类型: | 部文件 | 《意见》明确,到2027年,人工智能在交通运输行业典型场景广泛应用,综合交通运输大模型体系落地部署,普及应用一批智能体,建成一批"人工智能 +交通运输"标志性创新工程,人工智能成为引领交通运输创新发展的重要动力。到2030年,人工智能深度融入交通运输行业,智能综合立体交通网全面 推进。智慧交通与智慧物流领域关键核心技术实现自主可控,总体水平位于世界前列,培育一批新产业、新业态,形成 ...
港股红利低波ETF(159569)涨1.50%,成交额4106.38万元
Xin Lang Cai Jing· 2025-09-19 07:13
来源:新浪基金∞工作室 9月19日,景顺长城国证港股通红利低波动率ETF(159569)收盘涨1.50%,成交额4106.38万元。 港股红利低波ETF(159569)成立于2024年8月14日,基金全称为景顺长城国证港股通红利低波动率交 易型开放式指数证券投资基金,基金简称为景顺长城国证港股通红利低波动率ETF。该基金管理费率每 年0.50%,托管费率每年0.08%。港股红利低波ETF(159569)业绩比较基准为国证港股通红利低波动率 指数收益率(使用估值汇率折算)。 规模方面,截止9月18日,港股红利低波ETF(159569)最新份额为2.40亿份,最新规模为3.22亿元。回 顾2024年12月31日,港股红利低波ETF(159569)份额为1.13亿份,规模为1.29亿元。即该基金今年以 来份额增加112.24%,规模增加149.02%。 港股红利低波ETF(159569)现任基金经理为龚丽丽、汪洋。龚丽丽自2024年8月29日管理(或拟管 理)该基金,任职期内收益39.00%;汪洋自2025年8月13日管理(或拟管理)该基金,任职期内收 益-1.05%。 最新定期报告显示,港股红利低波ETF(159 ...
万家国企动力混合A:2025年上半年利润1094.68万元 净值增长率12.09%
Sou Hu Cai Jing· 2025-09-03 15:16
AI基金万家国企动力混合A(019336)披露2025年中期报告,上半年基金利润1094.68万元,加权平均基金份额本期利润0.1083元。报告期内,基金净值增长 率为12.09%,截至上半年末,基金规模为9008.94万元。 截至9月2日,万家国企动力混合A近三个月复权单位净值增长率为22.68%,位于同类可比基金37/82;近半年复权单位净值增长率为30.79%,位于同类可比 基金22/82;近一年复权单位净值增长率为34.16%,位于同类可比基金32/80。 通过所选区间该基金净值增长率分位图,可以观察该基金与同类基金业绩比较情况。图为坐标原点到区间内某时点的净值增长率在同类基金中的分位数。 该基金属于偏股混合型基金,长期投资于周期股票。截至9月2日,单位净值为1.182元。基金经理是叶勇,目前管理6只基金近一年均为正收益。其中,截至 8月29日,万家北交所慧选两年定期开放混合A近一年复权单位净值增长率最高,达170.72%;截至9月2日,万家双引擎灵活配置混合A最低,为29.8%。 基金管理人在中期报告中表示,在都有供给侧逻辑的情况下,在行业选择中重点看需求侧逻辑的强弱。优先选择需求刚性、经历数年下行 ...
腾讯控股,开启新一轮回购!
证券时报· 2025-08-19 11:38
Core Viewpoint - Tencent Holdings has resumed its stock buyback program after the earnings "quiet period," signaling strong confidence in the company's long-term value [1][6]. Buyback Details - On August 18, Tencent Holdings repurchased approximately 931,000 shares at a cost of about 550 million HKD, marking the start of a new buyback round after pausing on July 11 [2][6]. - The total buyback amount for the year has exceeded 40 billion HKD, demonstrating management's commitment to the company's long-term value [4][6]. Market Context - The buyback trend among Hong Kong-listed companies has seen a decrease compared to the same period in 2024, with Tencent's buyback amount significantly lower than last year's [3][9]. - As of August 18, 216 Hong Kong-listed companies have repurchased shares totaling 1,074.81 billion HKD, with Tencent leading at 405.93 billion HKD [9]. Impact of Buybacks - Buybacks are often seen as a signal that companies believe their stock is undervalued, which can help stabilize investor confidence and stock prices [5][10]. - Tencent has reduced its total share capital from approximately 9.629 billion shares in July 2022 to 9.225 billion shares by the end of 2024, which directly boosts earnings per share (EPS) [7]. Market Trends - The reduction in buyback activity is viewed as a rational market response to the recovery of the Hong Kong stock market, where the Hang Seng Index has risen over 25% this year [10]. - As market valuations improve, companies may opt to reduce buybacks to allocate capital more efficiently for other business developments or investment projects [10].
A股重大违法退市案例激增
Jing Ji Guan Cha Bao· 2025-08-12 13:58
Core Viewpoint - The implementation of the new delisting regulations has led to an increase in the number of companies delisted from the A-share market, with a focus on eliminating companies involved in major violations and financial fraud [2][4][8]. Delisting Statistics - As of August 11, 2025, 23 A-share listed companies have been delisted, primarily due to financial issues, trading violations, major illegal activities, and voluntary delisting [2][8]. - In 2025, seven companies, including *ST Gaohong, are suspected of major violations leading to potential delisting, with three already completed [3][4]. Major Violations and Regulatory Actions - *ST Gaohong has been identified for serious financial fraud, with the China Securities Regulatory Commission (CSRC) issuing a notice indicating potential major illegal delisting [5][6]. - The fraudulent activities of *ST Gaohong spanned from 2015 to 2023, with inflated revenues totaling 198.76 billion yuan and profits of 76.23 million yuan [6]. Trends in Delisting - The number of companies delisted for fraud in 2025 has already surpassed the total for 2024, indicating a stricter regulatory environment aimed at cleaning up the market [4][6]. - The new delisting regulations, effective from January 2025, have clarified the signals for various types of delisting, including trading and financial delisting [8]. Active Delisting Cases - Companies like China Heavy Industries and *ST Tianmao are pursuing voluntary delisting, with mechanisms in place to protect minority shareholders through cash options [10][11]. - The proactive delisting of *ST Tianmao includes a buyback offer at a premium price, providing a clear exit strategy for investors [10]. Market Implications - The new delisting regulations are expected to shift the market focus from expansion to quality, allowing more resources for high-quality companies [11].
中字头股票午后拉升,中铁装配涨超10%
news flash· 2025-07-22 05:14
Group 1 - The core viewpoint is that stocks related to state-owned enterprises are experiencing significant gains in the afternoon trading session, indicating a positive market sentiment towards these companies [1] - China Railway Construction (中铁装配, 300374) saw an increase of over 10%, highlighting strong investor interest [1] - Other companies such as China Shipbuilding Emergency (中船应急, 300527), China Xidian (中国西电, 601179), China Coal Energy (中煤能源, 601898), COSCO Shipping Holdings (中远海控, 601919), and China Railway (中国中铁, 601390) also experienced notable price increases [1] Group 2 - There is a notable influx of dark pool funds into these stocks, suggesting increased institutional interest and potential for further price movements [2]
亮成绩!青岛市发布民营和中小企业高质量发展“半年报”
Qi Lu Wan Bao Wang· 2025-06-28 02:51
Core Viewpoint - The city of Qingdao is focusing on enhancing the development of small and medium-sized enterprises (SMEs) and the private economy, aiming to create a supportive business environment and boost confidence among enterprises [1][5]. Group 1: Economic Contributions - In the first five months, the private economy contributed over 60% of the city's investment (62.2%) and tax revenue (60.0%), over 70% of imports and exports (70.8%), over 80% of urban new employment (89.0%), and over 90% of the number of operating entities (98.4%) and enterprises (96.0%) [3]. Group 2: Industry Development - Qingdao has established 3 new provincial-level characteristic industrial clusters, totaling 6 national-level characteristic industrial clusters, ranking first in the province and tied for first among national plan-separated cities [3]. - The city ranks 8th among sub-provincial cities in the 2024 national SME development environment assessment, with the market environment index ranking 3rd nationally, an improvement of 2 positions from the previous year [3]. Group 3: Initiatives and Actions - A special working group for the development of the private economy (SMEs) has been established [7]. - Various events and initiatives have been launched, including media exchange meetings, training for foreign trade enterprises, and campaigns to promote the Private Economy Promotion Law [8][9][10]. - The city is implementing a "service-oriented law enforcement" model to ensure fair and civilized law enforcement while supporting enterprise development [10].
37家港股公司回购 斥资1.79亿港元
Zheng Quan Shi Bao Wang· 2025-05-06 01:49
Summary of Key Points Core Viewpoint - On May 2, 37 Hong Kong-listed companies conducted share buybacks, totaling 23.26 million shares and an aggregate amount of HKD 179 million [1]. Group 1: Buyback Details - The company with the highest buyback amount on May 2 was Green Bamboo Bio-B, which repurchased 1.76 million shares for HKD 39.71 million, with a maximum price of HKD 23.00 and a minimum price of HKD 21.95 [1][2]. - China Hongqiao repurchased 2.79 million shares for HKD 39.39 million, with a maximum price of HKD 14.20 and a minimum price of HKD 14.02, bringing its total buyback amount for the year to HKD 20.74 billion [1][2]. - Swire Pacific A repurchased 0.33 million shares for HKD 22.59 million, with a maximum price of HKD 68.95 and a minimum price of HKD 66.95, totaling HKD 15.26 billion for the year [1][2]. Group 2: Notable Buybacks - AIA Group conducted multiple buybacks throughout the year, with a total buyback amount of HKD 7.69 billion, including a buyback of HKD 16.07 million on May 2 [2]. - The company with the highest number of shares repurchased on May 2 was Ying Group, which bought back 7 million shares [1][2]. - Other notable companies in terms of buyback volume included China Hongqiao and Four Seasons Pharmaceutical, with repurchases of 2.79 million shares and 2.68 million shares, respectively [1][2].