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77亿债务压顶!深铁309亿借款耗尽,万科12月57亿到期能否过关?
Sou Hu Cai Jing· 2025-11-29 12:11
11月27日清晨,上海某证券营业部的电子屏突然跳出刺眼的红色数字,老股民老张手中的保温杯"哐当"落地,屏幕上万科债券临停的公告像一记重锤砸在每 个人心上!糟了!万科股票和债券今天一起暴跌。A股盘中跌超7%,股价跌到5.37元,创2015年以来新低!H股跌超5%,最低到3.55港元。 债券市场更惨,"21万科02"跌41%,"21万科04"跌36%,多只债券停牌。这波震荡是因为77.53亿的还钱压力!你敢信吗?这笔77亿可不是小数目,相当于28 万套保障房建设资金——这能圆28万个家庭的安居梦啊!12月马上就要到期的57亿债务压得人喘不过气,交易软件弹出17条临停提醒,而深圳地铁手里仅剩 的20亿"救命钱"恐怕只是杯水车薪。 大股东深铁的309亿借款额度快用完了,还剩20亿缺口填不上。市场慌了,投资者都担心万科没钱了。 11月26日晚上,万科发公告要开"22万科MTN004"持有人会议,商量20亿债券展期。这债券12月15日到期,这是万科第一次公开要展期。 投资者都在卖股票债券,就是担心万科还不上钱。 万科12月要还很多钱,57亿中票到期!其中20亿"22万科MTN004"申请展期,37亿"22万科MTN005 ...
ATYR DEADLINE: ROSEN, LEADING INVESTOR COUNSEL, Encourages aTyr Pharma, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - ATYR
Globenewswire· 2025-11-29 12:11
NEW YORK, Nov. 29, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of aTyr Pharma, Inc. (NASDAQ: ATYR) between January 16, 2025 and September 12, 2025, both dates inclusive (the “Class Period”), of the important December 8, 2025 lead plaintiff deadline. SO WHAT: If you purchased aTyr Pharma common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee a ...
X @The Economist
The Economist· 2025-11-29 12:10
John Prideaux, our US editor, considers the implications of a leaked phone call between American and Russian officials https://t.co/3KJGK6zBdE ...
X @mert | helius.dev
mert | helius.dev· 2025-11-29 12:10
unpopular opinion: <literal most popular opinion ever> ...
两部门协调援助应急装备物资 支持香港大埔火灾应对处置后续工作
Yang Shi Xin Wen Ke Hu Duan· 2025-11-29 12:10
(总台央视记者 唐国荣) 为妥善做好香港大埔火灾应对处置后续工作,按照中央港澳办统筹安排,针对香港特区政府有关需求, 11月29日,国家防灾减灾救灾委员会办公室、应急管理部启动应急物资政社协同保障机制,协调应急关 爱基金会以及阿里、韩红、壹基金、爱德、字节跳动等基金会,向香港特区政府紧急提供便携式户外充 电站、承重搬运机、鼓风机、呼吸器、护目镜、防护服、头灯、防水靴等应急装备物资,全力支持香港 特区政府做好应对处置后续工作。 此外,根据香港消防处需求,国家消防救援局在前期已援助照明无人机、双光侦察无人机、外骨骼机械 装备、灭火救援靴等应急装备物资基础上,再次向香港特区政府提供防护靴等物资支持。 ...
600家机构,盯上1家公司
Zhong Guo Zheng Quan Bao· 2025-11-29 12:10
Core Insights - The overall institutional research activity remains high, with nearly 300 listed companies disclosing investor research records in the past week [1] - Foreign institutions, particularly Point72 Asset Management, have been actively researching A-share companies, indicating strong interest in the market [1][8] - Despite recent adjustments in the technology sector, hard technology fields like electronic components and integrated circuits continue to attract significant institutional research [1][17] Institutional Research Activity - In November, nearly 1,500 companies were researched by institutions, with Luxshare Precision being the most popular, attracting 600 research institutions [3][5] - The top ten companies by the number of research institutions in November include: - Luxshare Precision: 600 - Huichuan Technology: 353 - BeiGene: 202 - Jerry Holdings: 183 - Ninebot: 179 - Anji Technology: 174 - Zhongkong Technology: 166 - Orbbec: 165 - Tongyu Communication: 144 - Rongbai Technology: 137 [5] Recent Research Trends - In the past week, Jerry Holdings had the highest number of research institutions, reaching 168 [7] - The top ten companies by research institution count in the past week include: - Jerry Holdings: 168 - Fule New Materials: 106 - Century Huatong: 96 - Nacono: 91 - Kaiying Network: 87 - Slin Technology: 50 - Weili Transmission: 46 - Caise Information: 44 - LiuGong: 43 - Orbbec: 42 [7] Foreign Institutional Interest - Point72 Asset Management has been particularly active, conducting 15 research sessions, focusing on stocks like NuoPin, Longtu, and Ninebot [10] - Other foreign institutions such as IGWT Investment and Neuberger Berman have also shown interest in various A-share companies [10] Fund Company Research Activity - Fund companies have maintained high research activity, with Bosera Fund and Huaxia Fund conducting over 90 research sessions each in November [11] - The top ten fund companies by research activity include: - Bosera Fund: 98 sessions - Huaxia Fund: 95 sessions - Guotai Fund: 89 sessions - Southern Fund: 77 sessions - CMB Fund: 75 sessions [12] Sector Focus - The technology sector, particularly electronic components and integrated circuits, is viewed as a long-term mainstay in the A-share market despite recent market style shifts from growth to value [1][17] - Analysts suggest focusing on sectors like AI, innovative drugs, energy storage, and solid-state batteries, which are entering a favorable cycle [17]
Gates Industrial: Structural Growth Underway, Yet The Stock Still Feels Cyclical
Seeking Alpha· 2025-11-29 12:10
Gates Industrial Corporation ( GTES ) is undergoing a structural shift that the market is still seeing as cyclical fluctuations. Rather than a mere legacy industrial components supplier, GTES is evolving to become a key enabling component in electrification, energy efficiency, and digitalI have over 13 years of diverse financial analysis experience across various sectors, including Auto, Industrials, and IT. Worked in a Ford and Caterpillar treasury, and managed Investor relations and Strategic finance of a ...
Waste Management: Why I'm Completely Unshaken (NYSE:WM)
Seeking Alpha· 2025-11-29 12:10
In early August, I expressed my view that it wasn't too late to buy Waste Management, Inc. ( WM ) stock. It is clear from the below chart that my optimistic perspective hasn't played outI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, & Respect. I always, to th ...
昔日尖子生“考砸”,400亿李想“认错”
凤凰网财经· 2025-11-29 12:09
以下文章来源于雷达Finance ,作者X编辑 雷达Finance . 遨游广袤的财富世界。 来源|雷达财经 文|丁禹 编|孟帅 单季汽车交付量骤降近四成、净亏损逾6亿……去年还以卓越表现勇夺新势力销冠的理想汽车,近日却交出了一份成绩欠佳的财务答卷。 财报显示,今年第三季度,理想汽车的营收同比大幅减少36.2%至274亿元。不仅如此,理想汽车连续多个季度保持盈利的辉煌战绩也戛然而止,单 季净亏损高达6.2亿。 财报指出,理想MEGA召回预估成本一定程度上影响了理想汽车第三季度的盈利表现。若剔除上述影响,公司第三季度的毛利率和汽车毛利率环比小 幅上升。 据悉,理想汽车此前已经就"部分2024款MEGA车辆出现冷却液渗漏批量质量事故",召回超1.1万辆理想MEGA,并内部问责十余名员工。基于财报 给出的数据估算,此次MEGA召回事件或导致理想汽车第三季度损失约11亿元。 面对这份不尽如人意的成绩单,理想汽车创始人李想罕见公开"认错",坦言"过去三年变成越来越差的自己"。 李想反思认为,过去公司所执行的职业经理人的管理模式存在问题,未来公司将回归创业公司的管理模式。 同时,李想还描绘了公司未来的宏伟蓝图:在下一个1 ...
央行等三部门重磅发布:取消“个人存取现金超5万元需登记”规定,明年1月1日起施行
凤凰网财经· 2025-11-29 12:09
根据新规,取款时,银行不再"一刀切"地询问所有人,而是根据风险状况来决定是否要"多问几句":出现较高洗钱风险时,银行"强化调查",了解 资金来源和用途;对于低风险情形,则采取简化措施。 据央视新闻11月29日消息,中国人民银行、国家金融监督管理总局、中国证监会11月28日联合发布《金融机构客户尽职调查和客户身份资 料及交易记录保存管理办法》。 其中,"个人存取现金超5万元需登记资金来源"的规定取消,与此前的征求意见稿保持了一致。 01 "该严则严、当放则放" 记者从中国人民银行了解到,中国人民银行、金融监管总局、中国证监会正式公布 《金融机构客户尽职调查和客户身份资料及交易记录保存管理办 法》 ,自2026年1月1日起施行。 办法指出,金融机构应当按照安全、准确、完整、保密的原则,妥善保存客户身份资料及交易记录,确保足以重现每笔交易,以提供客户尽职调 查、监测分析交易、调查可疑交易活动以及查处洗钱、恐怖融资案件所需的信息。 此次《管理办法》围绕 "基于风险" 的核心原则,要求金融机构根据客户特征和交易活动的性质、风险状况开展客户尽职调查,避免采取与洗钱风险 状况明显不匹配的措施,平衡好洗钱风险防控和优化金融服 ...