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突发!国际白银价格坐过山车,价格大起大落,是机会还是陷阱?
Sou Hu Cai Jing· 2025-12-31 07:45
最近关注贵金属市场的朋友肯定都被惊到了!之前一路猛涨的国际白银价格,突然迎来了大回调,堪称"过山车"式走势。前阵子还突破关键点位疯狂上扬, 没几天就开始往下掉,不少囤了白银或者关注白银投资的人都慌了:这到底是怎么回事?为啥白银突然这么疯狂?回调之后还会涨吗?今天就用最直白的大 白话,把这事从头到尾掰扯明白,不管是想投资的还是单纯好奇的,都能看懂! 其实不光是普通投资者,连行业大佬和国际机构都在盯着白银价格。毕竟这轮白银价格的波动太剧烈了,从暴涨到回调也就半个月时间,而且背后牵扯到新 能源、人工智能、国际货币政策这些方方面面,每一个因素都能影响到后续价格走势。下面咱们就分几个关键问题,一步步把核心逻辑说清楚。 一、先搞懂:白银价格到底疯到啥程度?暴涨又回调的过程太刺激 要说这轮白银价格的波动,用"刺激"两个字形容一点不为过。咱们先把时间线理清楚,看看这半个多月到底发生了啥。 12月17号的时候,现货白银价格就已经开始发力了,直接突破了66美元/盎司的关键点位,一天之内涨了快4%,最高冲到66.88美元/盎司的高位。当时不少 人都觉得,这已经是阶段性高点了,没想到这只是开始,后面的涨幅更吓人。 过了还不到半个月, ...
从制度协同到产业共振,中越合作迎来新格局
Di Yi Cai Jing· 2025-12-29 13:18
从制度协同到产业共振,从区域联动到人文交融,中越合作正迎来"和合之美"的区域发展新局面。 "扩大高水平对外开放,开创合作共赢新局面"由党的二十届四中全会明确提出,为新背景下中国的对外 合作与发展提供了方向和新机。作为山水相连的社会主义邻邦,尤其是中越两国建交75周年的历史节点 上,遵循四中全会精神、深化双方多边合作,既是落实"以开放促改革促发展"战略的生动展现,更是拓 宽中越命运共同体实践的新路径。从制度协同到产业共振,从区域联动到人文交融,中越合作正迎 来"和合之美"的区域发展新局面。 制度型开放筑基:构建规则协同的合作框架 中越合作若要实现从"要素流动型开放"向"规则制度型开放"提质升级、高水平发展,需以二十届四中全 会强调的"稳步扩大制度型开放,维护多边贸易体制"为根本遵循,特别要优先推动制度层面的深度对接 与协同。 在经贸规则领域,中越应依据中国-东盟自贸区3.0版谈判进程,积极寻求对接国际高标准经贸规则。将 两国"3+3"部长级战略对话机制升级为"规则对接专项工作组",着重推进通关便利化、竞争政策、知识 产权保护等领域的制度协同。例如,针对广西崇左友谊关口岸年千万吨级吞吐量(2024年数据)的现实 ...
本田29亿美元收购LG新能源美国合资电池工厂资产,加码北美电动化布局
Ju Chao Zi Xun· 2025-12-25 04:16
通过收购工厂相关设施资产,本田将能更长期地聚焦电池业务布局,不仅可满足纯电动汽车的电池需求,还能灵活适配混合动力车型的供应需求, 为北美市场新能源产品矩阵的拓展提供保障。 作为全球知名汽车制造商,本田近年来加速推进电动化转型,北美市场是其核心战略阵地之一。此次收购将帮助本田进一步整合北美本地电池生产 资源,降低供应链成本与风险,同时配合当地新能源产业政策,强化在电动化领域的市场竞争力。随着交易的推进,该合资工厂预计将于明年正式 启动生产,为本田北美产线的电动车型提供本土化电池配套支持。 12月24日,本田汽车正式宣布,将以29亿美元(约合人民币207亿元)收购LG新能源位于美国俄亥俄州的合资电池工厂相关设施及其他资产,交易 预计将于2026年2月底前完成。此次收购是本田深化北美新能源汽车产业链布局的关键举措,旨在强化电池供应自主可控能力。 据了解,涉事工厂源于2022年本田与LG新能源达成的合资项目,双方当时计划共同投资44亿美元在俄亥俄州建设电池生产基地,用于支撑北美市场 电动车型的电池供应。值得注意的是,本次交易标的不包含工厂土地及生产设备,LG新能源明确表示不会解散该合资企业,也不会减持股权,此次 资产 ...
夯实基础全面发力 确保“十五五”开好局起好步
Liao Ning Ri Bao· 2025-12-14 00:54
"坚持创新驱动,加紧培育壮大新动能"是明年的重点任务之一。省科技厅前沿技术与基础研究处田 璐佳表示,省科技厅将深入贯彻落实中央经济工作会议精神,按照省委、省政府部署要求,聚焦航空装 备、精细化工、工业母机等重点产业领域,实施"人工智能赋能"专项行动,通过"揭榜挂帅"等方式,在 研发设计、生产制造、检测运维等关键环节,打造一批可复制、可推广的标杆示范场景,布局建设一批 省级人工智能重点实验室和技术创新中心,积极构建从技术攻关、成果转化到产业赋能的全链条创新生 态,加快发展新质生产力。 全省各市县区也迅速行动,掀起立足本地实际推动落实的热潮。 "我们将锚定高质量发展首要任务,聚焦全面振兴需求,进一步强化担当作为、深化改革创新,着 力打造最优营商环境,全力以赴为实现'十五五'良好开局贡献自然资源力量。"省自然资源厅综合处处 长葛昊圳表示,要优格局、强保障,绘好用好国土空间"一张蓝图",优化创新要素供给模式,加速建设 战略矿产保障基地,联动激活"蓝色引擎"。要守底线、促转型,坚决守牢耕地保护红线,深入推进重点 生态区域保护修复和特大露天矿坑综合治理,全面提升自然资源利用效率,为谱写好人与自然和谐共生 现代化建设辽宁篇 ...
福建福州闽侯县市场监管局推动新能源汽车电池产业链质量协同提升见实效
中国质量新闻网讯 闽江之滨虽有寒意,福建骏鹏通信科技有限公司会议室内却氛围热烈。由福建福州 闽侯县市场监管局组织的新能源汽车电池产业链质量管理体系认证提升行动验收会在此召开,标志着为 期半年的产业链质量协同提升工程正式收官。 本次验收会是对提升行动成果的集中检验,也展现了政府、链主企业、链上伙伴与专业服务机构多方协 同的成效,对夯实闽侯新能源汽车电池产业质量基础、提升区域产业链竞争力具有关键意义。省、市两 级市场监管部门领导受邀指导,新能源汽车电池产业链"链主"企业、多家链上核心企业及帮扶机构福建 新启航认证有限公司全程参与。 提升行动的深层价值在于重构了产业链协同模式,推动产业生态升级。在标准贯通方面,"链主"企业主 动开放质量图谱,福建新启航认证有限公司辅导团队发挥桥梁作用,将下游核心需求转化为128份标准 化工艺文书,在喷涂、电泳等关键工段建立统一的质量准则,确保上下游企业指令传递清晰、执行高 效,实现协同"同频共振"。 在数据互联方面,构建关键特性SPC监控体系,实现链主企业与链上企业质量数据的实时共享。该体系 可实时监测各环节参数,一旦出现细微偏移立即触发预警,推动上下游企业联动调节,将质量风险遏制 ...
王忠民:AI不应只服务资本,更应服务普通人,促进社会公平
Nan Fang Du Shi Bao· 2025-12-04 10:23
此外,热力学芯片等新型硬件通过多态单元设计,进一步降低功耗。王忠民强调,"这些创新的背后, 是ESG对能效的要求促使AI硬件变革,让AI能在低耗环境中持续发展。" AI不仅关乎技术竞争,更直接关联社会结构。王忠民表示,随着AI推动寿命延长,老龄化等问题日益 紧迫。"AI在解决这些问题时,必须遵循ESG中的社会责任要求,关注劳动者权益、财富分配与社会可 持续发展。" 他提到,已有许多领先的 AI 公司开始采取行动。例如,AI可以探索如何为老年人提供更好的保障,如 建立全球基础收入系统,为老年人提供足够的生活保障,让他们在享受健康长寿的同时,不会因失去工 作能力而陷入贫困。"这些都是ESG对AI提出的社会关怀要求,确保AI的发展不仅服务于资本,也服务 于每一个普通人,促进社会的和谐与公平。" 在资源维度上,王忠民指出,AI的发展正推动材料使用方式的根本变革。传统产业依赖对单一材料的 高耗能提纯,而ESG对资源消耗的严格要求,促使AI向更可持续的模式转型。"从单一材料到复合材 料,再到化合材料,技术进步让我们更高效地利用资源。" 他举例说,新能源汽车电池正从依赖锂、钴等稀有金属,转向更廉价、安全的复合材料,"这不仅 ...
亿纬锂能股价跌5.03%,恒越基金旗下1只基金重仓,持有19.8万股浮亏损失83.16万元
Xin Lang Cai Jing· 2025-11-18 03:39
Group 1 - The core point of the news is that EVE Energy Co., Ltd. experienced a 5.03% decline in stock price, trading at 79.25 CNY per share, with a total market capitalization of 162.125 billion CNY [1] - EVE Energy's main business includes the research, production, and sales of consumer batteries (including lithium primary batteries, small lithium-ion batteries, and ternary cylindrical batteries) and power batteries (including electric vehicle batteries and energy storage batteries) [1] - The revenue composition of EVE Energy is as follows: power batteries account for 45.26%, energy storage batteries 36.56%, consumer batteries 18.03%, and others 0.16% [1] Group 2 - From the perspective of major fund holdings, one fund under Hengyue Fund has a significant position in EVE Energy, with 198,000 shares held, representing 7.33% of the fund's net value, making it the third-largest holding [2] - The Hengyue Advantage Select Mixed Fund (011815) has achieved a return of 144.74% year-to-date, ranking 3rd out of 8140 in its category, and a one-year return of 151.33%, ranking 4th out of 8057 [2] - The fund manager, Wu Haining, has been in position for 2 years and 227 days, with the fund's total asset size at 262 million CNY, achieving a best return of 88.56% and a worst return of -42.19% during his tenure [3]
转让定价每股376.12元,宁德时代第三大股东套现逾170亿元
Di Yi Cai Jing· 2025-11-17 14:08
Core Viewpoint - Huang Shilin, the third-largest shareholder of CATL, is cashing out again, with a planned transfer of shares that will exceed 17.1 billion yuan, indicating a significant liquidity event for the company [1][2] Group 1: Share Transfer Details - CATL announced a share transfer price of 376.12 yuan per share, with a total of 45.6324 million shares to be transferred, fully subscribed by 16 institutional investors [1] - The share transfer is a non-public transfer, and the acquired shares cannot be transferred for six months post-acquisition [1] - The effective subscription amount for the transfer was 146.5 million shares, resulting in a subscription multiple of 3.2 times [1] Group 2: Market Reaction and Valuation - Following the announcement, CATL's stock price fell by 3.3%, closing at 390.78 yuan [1] - Market participants noted that the transfer price was not significantly discounted, indicating that CATL remains a high-quality asset [1] Group 3: Historical Context and Future Considerations - This is not the first time Huang Shilin has reduced his stake; he previously sold shares between January and June 2022, with prices fluctuating between 180 yuan and 330 yuan [2] - Approximately 77.5 million shares from CATL's H-share IPO cornerstone investors will be unlocked on November 20, 2025, with a market value exceeding 40 billion HKD [2] - Industry risks include the potential restoration of the new energy vehicle purchase tax in 2026 and rising lithium carbonate prices, which have surged by 63% compared to six months ago [2]
亿纬锂能股价跌5.01%,浙商证券资管旗下1只基金重仓,持有2.27万股浮亏损失9.94万元
Xin Lang Cai Jing· 2025-11-10 06:05
Group 1 - The core point of the article highlights the decline in the stock price of EVE Energy Co., Ltd., which fell by 5.01% to 82.99 CNY per share, with a trading volume of 5.912 billion CNY and a turnover rate of 3.68%, resulting in a total market capitalization of 169.776 billion CNY [1] - EVE Energy, established on December 24, 2001, and listed on October 30, 2009, is primarily engaged in the research, production, and sales of consumer batteries (including lithium primary batteries, small lithium-ion batteries, and ternary cylindrical batteries) and power batteries (including electric vehicle batteries and energy storage batteries) [1] - The revenue composition of EVE Energy is as follows: power batteries account for 45.26%, energy storage batteries 36.56%, consumer batteries 18.03%, and others 0.16% [1] Group 2 - From the perspective of major fund holdings, Zhejiang Merchants Securities Asset Management has a fund that heavily invests in EVE Energy, specifically the Zhejiang Merchants Huijin Transformation Growth Fund (000935), which held 22,700 shares in the third quarter, representing 3.99% of the fund's net value, making it the fifth-largest holding [2] - The Zhejiang Merchants Huijin Transformation Growth Fund (000935) was established on December 30, 2014, with a latest scale of 51.7885 million CNY, achieving a year-to-date return of 42.06% and ranking 1688 out of 8219 in its category [2] - The fund manager, Ma Binbo, has been in position for 7 years and 321 days, with the fund's total asset scale at 51.7961 million CNY, achieving a best return of 78.16% and a worst return of -43.63% during his tenure [3]
亿纬锂能股价跌5.01%,长安基金旗下1只基金重仓,持有2.07万股浮亏损失9.07万元
Xin Lang Cai Jing· 2025-11-10 06:05
Core Viewpoint - EVE Energy Co., Ltd. experienced a 5.01% decline in stock price, closing at 82.99 CNY per share, with a trading volume of 5.892 billion CNY and a turnover rate of 3.67%, resulting in a total market capitalization of 169.776 billion CNY [1] Company Overview - EVE Energy, established on December 24, 2001, and listed on October 30, 2009, is located in Huizhou, Guangdong Province. The company specializes in the research, production, and sales of consumer batteries (including lithium primary batteries, small lithium-ion batteries, and ternary cylindrical batteries) and power batteries (including electric vehicle batteries and energy storage batteries) [1] - The revenue composition of EVE Energy is as follows: power batteries account for 45.26%, energy storage batteries 36.56%, consumer batteries 18.03%, and others 0.16% [1] Fund Holdings - Chang'an Fund has a significant holding in EVE Energy, with its Chang'an Industry Select Mixed A Fund (000496) holding 20,700 shares, representing 3.42% of the fund's net value, making it the seventh-largest holding. The estimated floating loss today is approximately 90,700 CNY [2] - The Chang'an Industry Select Mixed A Fund was established on May 7, 2014, with a latest scale of 21.9728 million CNY. Year-to-date returns are 34.46%, ranking 2474 out of 8219 in its category; the one-year return is 23.46%, ranking 3104 out of 8125; and since inception, the return is 73.23% [2]