财经早报:中美首轮谈判发布联合声明!90天关税暂停,长和发布声明回应港口交易
新浪证券· 2025-05-12 23:52
【要闻报道】 中美首轮谈判发布联合声明:90天关税暂停,中美经济重新审视互补性 中美在瑞士日内瓦举行经贸高层会谈,双方在经贸领域达成一系列重要共识。当地时间5月12日上午9: 00,双方发布《中美日内瓦经贸会谈联合声明》。 联合声明发布后,引发了金融市场强烈反应。富时中国A50指数期货一度涨超2%;离岸人民币兑美元 一度大涨超400点。美股三大期指亦快速拉高。与此同时,外资机构对中国资产的后市展望愈发乐观。 在中美日内瓦经贸会谈联合声明发布前夕,花旗银行报告称,假设中美就关税问题谈判取得进展,上调 恒生指数今年底目标价2%至25000点,并予明年上半年目标价26000点。 相关解读:中信建投解读中美会谈:2点超预期3大影响 牛弹琴:中美日内瓦会谈,最大亮点有三个 商务部:严打战略矿产走私出口,加大口岸查验和打击查处力度 今天,商务部新闻发言人就开展打击战略矿产走私出口专项行动应询答记者问。 问:我们注意到,近日国家出口管制工作协调机制办公室部署开展了打击战略矿产走私出口专项行动, 请问专项行动是出于什么考虑?还将开展哪些工作? 答:加强战略矿产资源出口管制事关国家安全和发展利益。我们对部分战略矿产实施出口管制 ...
【读财报】券商资管产品一季报透视:平均回报率1.35% 东证资管、国泰君安资管产品业绩居前
新华财经· 2025-05-12 23:21
新华财经北京5月13日电近期,公募基金2025年一季报陆续披露完毕。报告期末,券商及券商资管在管基金合计规模约达1.18万亿元,较去年同期增长约 13.2%。 统计显示,券商及券商资管在管的600余只基金中(初始基金口径,下同),2025年一季度平均回报率为1.35%。其中,东方红医疗升级A、国泰君安中证香 港科技指数A、招商资管北证50成份指数A的收益率在同类产品排名居前。 以利润口径统计,7只基金一季度浮盈超过1亿元。中信证券卓越成长两年持有A、东方红医疗升级A的利润超过2亿元,中银证券汇嘉定期开放等5只产品浮 亏超过1亿元。 总规模同比增长超13% 数据显示,截至2025年一季度末,券商及券商资管在管基金总规模约达1.18万亿元,较去年同期增长约13.2%。其中,今年一季度新成立的基金有8只,规模 约55.05亿元。 图1:券商及券商资管在管基金总规模变化 从申赎净额来看,华泰紫金货币增利在一季度净申购58.6亿份,中金财富聚金利、财通资管睿安、东方红90天持有纯债、国泰君安1年定开净申购超10亿 份。一季度新成立基金中,浙商汇金聚沣30天持有高等级、中银证券中证A500指数、东方红远见精选的份额均超过 ...
中国资产大爆发!中概指数涨超5%,人民币拉升逾400点;中美日内瓦经贸会谈联合声明;泽连斯基:愿与普京直接会谈;长和回应港口交易丨每经早参
每日经济新闻· 2025-05-12 22:02
每经编辑|张喜威 王晓波 受中美贸易谈判利好推动,美股三大指数均大幅收涨,纳指涨4.35%,标普500指数涨3.26%,均创3月3日以来收盘新高;道指涨1160.72点,涨幅2.81%,创 3月27日以来收盘新高;大型科技股多数上涨,亚马逊涨超8%,Meta涨超7%,苹果、特斯拉涨超6%,英伟达涨逾5%,谷歌、英特尔涨逾3%,微软涨超 2%;奈飞跌超2%。纳斯达克中国金龙指数大幅收涨5.4%,创4月4日以来新高,中概股普涨,文远知行涨超27%,小马智行涨近12%,小鹏汽车、哔哩哔哩 涨近8%,京东、拼多多、理想汽车涨逾6%,蔚来、阿里巴巴、百度涨超5%。 国际金价大幅走低,现货黄金跌2.73%,报3235.58美元/盎司;COMEX黄金期货跌3.06%,报3241.80美元/盎司;COMEX白银期货跌0.36%,报32.80美元/盎 司。 国际油价走强,美油主力合约涨1.54%,报61.96美元/桶;布伦特原油主力合约涨1.63%,报64.95美元/桶。 美元指数涨1.39%,报101.81;离岸人民币兑美元报7.1996,较上一交易日涨406个基点。 欧洲三大股指收盘全线上涨,德国DAX指数涨0.29%报2 ...
关于举办国泰君安济南能源供热封闭式基础设施证券投资基金2025年二季度投资者开放日活动的公告
上海证券报· 2025-05-12 19:45
登录新浪财经APP 搜索【信披】查看更多考评等级 一、公募REITs基本信息 ■ 二、本次投资者开放日活动内容 为了让投资者更加详尽地掌握国泰君安济南能源供热封闭式基础设施证券投资基金(以下称"本基金") 的运营业绩及底层资产运作状况,上海国泰君安证券资产管理有限公司(以下称"基金管理人")协同本 基金运营管理机构济南热力集团有限公司(以下称"运营管理机构"),拟于5月22日举行本基金2025年 二季度投资者开放日活动。此次活动将举行现场会议及项目现场调研,基金管理人将在符合信息披露规 定的前提下,就投资者问题进行交流和解答。 三、活动会召开的时间、地点 、参与方式、日程安排 1、活动日期:2025年5月22日下午14:00-16:30 3、参与内容:召开投资者座谈交流会,随后前往本基金基础设施资产进行实地调研。 4、活动接待人员:基金管理人相关业务负责人、运营管理机构相关业务负责人等。 5、投资者参与方式: 投资者可发送报名邮件至IR_REITs@gtht.com进行报名。邮件主题为"国泰君安济南能源供热REIT 2025 年二季度开放日报名一姓名"并填列以下报名表格,以及附相关身份证明扫描件(包括但不限于 ...
中国海洋石油有限公司2025年第六次董事会决议公告
上海证券报· 2025-05-12 19:18
Group 1 - The board of directors of China National Offshore Oil Corporation (CNOOC) held its sixth meeting of 2025 on May 12, 2025, via written resolution, with all 8 directors present, confirming the legality and validity of the meeting [2][4] - The board approved the proposal regarding changes in the composition of independent non-executive directors and board committees, which was reviewed and submitted by the nomination committee [3][4] - The board also approved the remuneration for independent non-executive director Qiu Zhizhong, who will serve as the chairman of the remuneration committee, and the remuneration for Chen Zeming, pending approval at the 2024 annual general meeting [6][7] Group 2 - The board recommended the re-election of Zhou Xinhai, Wang Dehua, Yan Hongtao, and Mu Xiuping as executive and non-executive directors at the 2024 annual general meeting, with all proposals receiving unanimous support [8][11][14][17] - The board approved a proposal to amend the company's articles of association and rules for general meetings, which will be submitted for approval at the 2024 annual general meeting [20][21] - The board also approved the proposal to convene the 2024 annual general meeting, with details to be announced later [23][24] Group 3 - The board announced the resignation of independent non-executive director Zhao Chongkang, effective at the end of the 2024 annual general meeting, and expressed gratitude for his contributions [30][31] - The board proposed the appointment of Chen Zeming as an independent non-executive director, subject to shareholder approval at the 2024 annual general meeting, with a proposed annual remuneration of HKD 950,000 [32][34] - Changes in the composition of board committees were also announced, with Qiu Zhizhong appointed as chairman of the remuneration committee and Li Shuxian as a member of the nomination committee [36] Group 4 - The board approved amendments to the company's articles of association and rules for general meetings to reflect recent regulatory changes and enhance electronic communication and voting [39][40]
大成糖业(03889)主要股东与高健行订立认购期权协议
智通财经网· 2025-05-12 14:38
智通财经APP讯,大成糖业(03889)发布公告,孔先生、王先生及华生(统称"主要股东")已通知本公司, 于2025年5月12日,主要股东(各自作为授出人)与高健行先生(高先生)(作为承授人)已订立认购期权协议 (认购期权协议),主要股东同意向高先生授出本金总额为人民币2700万元的第二批可换股债券的认购期 权(认购期权)。根据第二批可换股债券的条款及条件,本金金额为人民币2700万元的第二批可换股债券 可按每股转换股份0.1港元的初始转换价转换为转换股份,汇率为中国人民银行于转换日期公布的汇 率。为作说明用途,根据本公告日期中国人民银行公布的0.10港元兑人民币0.92639元汇率,经授出认购 期权的本金金额为人民币2700万元的第二批可换股债券可于悉数兑换时转换为不多于2.91亿股转换股 份。 认购期权可由高先生分为五个批次行使(若其选择行使),本金金额分别为人民币600万元、人民币600万 元、人民币600万元、人民币600万元及人民币300万元。为行使认购期权,高先生须就每批认购期权向 主要股东支付认购期权协议所载较第二批可换股债券相关批次的相关本金金额有溢价的行使价。除非订 约方另行书面协定,所有五 ...
和铂医药-B(02142.HK)连续5日回购,累计回购358.80万股
证券时报网· 2025-05-12 13:29
和铂医药-B回购明细 | 日期 | 回购股数(万股) | 回购最高价(港元) | 回购最低价(港元) | 回购金额(万港元) | | --- | --- | --- | --- | --- | | 2025.05.12 | 120.00 | 8.580 | 7.960 | 976.04 | | 2025.05.09 | 18.80 | 8.700 | 8.450 | 161.13 | | 2025.05.08 | 50.00 | 8.390 | 8.190 | 418.15 | | 2025.05.07 | 130.00 | 8.620 | 8.030 | 1067.48 | | 2025.05.06 | 40.00 | 8.790 | 8.530 | 345.81 | | 2025.04.30 | 27.00 | 8.590 | 8.540 | 231.56 | | 2025.04.23 | 40.00 | 7.920 | 7.840 | 315.90 | | 2025.04.17 | 28.90 | 7.350 | 7.180 | 209.13 | | 2025.04.16 | 75.00 | 7.350 ...
友邦保险(01299.HK)连续3日回购,累计回购850.00万股
证券时报网· 2025-05-12 13:29
Summary of Key Points Core Viewpoint - AIA Group has been actively repurchasing its shares, indicating a strong confidence in its stock value and a commitment to returning capital to shareholders [2][3]. Share Buyback Details - On May 12, AIA repurchased 2 million shares at a price range of HKD 62.050 to HKD 63.700, totaling HKD 125 million [2]. - The stock closed at HKD 63.200 on the same day, reflecting a 2.68% increase with a total trading volume of HKD 20.50 billion [2]. - Since May 8, the company has conducted buybacks for three consecutive days, acquiring a total of 8.5 million shares for a cumulative amount of HKD 524 million, with the stock rising by 2.35% during this period [2]. - Year-to-date, AIA has executed 40 buybacks, totaling 152 million shares and an aggregate buyback amount of HKD 8.21 billion [2]. Historical Buyback Data - The buyback details include various dates, share quantities, highest and lowest prices, and total amounts spent, showcasing a consistent strategy to enhance shareholder value [3]. - For instance, on May 9, 150,000 shares were repurchased at a maximum price of HKD 61.750, costing HKD 92.19 million [3]. - The buyback activity has been frequent, with significant amounts spent on shares at various price points throughout the year, indicating a proactive approach to managing capital and stock performance [3].