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政策推动险资入市 阳光保险发挥耐心资本作用
今年1月,阳光人寿及阳光资管获批以契约制基金方式参与开展长期股票投资,规模200亿元。 阳光保险 分时图 日K线 周K线 月K线 3.19 -0.08 -2.45% 2.75% 1.83% 0.92% 0.00% 0.92% 1.83% 2.75% 3.18 3.21 3.24 3.27 3.30 3.33 3.36 09:30 10:30 12:00/13:00 14:00 16:10 0 22万 45万 67万 金融监管总局近日表示,第三批600亿元保险资金长期投资改革试点即将获批,加上前两批试点资金, 保险资金长期投资改革试点总规模将达到2220亿元。这批长期资金进入市场,将为资本市场注入更多稳 定动力。 在前两批试点中,首批500亿元试点于2023年10月启动,第二批1120亿元试点随后落地,作为行业代表 之一,阳光保险集团旗下阳光人寿也获准参与。 根据阳光保险公告,试点基金投资范围包括权益类、固定收益类以及现金管理类工具,权益类投资重点 布局沪深300指数成分股、恒生港股通指数成分股等。 保险资金作为典型的"长钱"和"耐心资本",对资本市场稳定发展具有重要意义。这些资金追求长期稳定 收益,投资周期较 ...
中证香港上市可交易内地消费指数下跌3.0%,前十大权重包含美团-W等
Jin Rong Jie· 2025-05-26 15:52
Core Viewpoint - The China Securities Index for Hong Kong-listed tradable mainland consumption has experienced a decline of 3.0%, closing at 1280.46 points, with a trading volume of 54.252 billion yuan. However, the index has shown an increase of 6.66% over the past month, 1.65% over the past three months, and 17.36% year-to-date [1]. Group 1 - The index series includes HKT Hong Kong Real Estate, HKT Mainland Consumption, and HKT Mainland Banking, reflecting the overall performance of related theme securities in the Hong Kong market [1]. - The index is based on a reference date of December 31, 2007, with a base point of 1000.0 [1]. - The top ten holdings in the index are BYD Company (14.22%), Alibaba-W (12.29%), JD Group-SW (7.78%), Trip.com Group-S (7.67%), Meituan-W (6.89%), Pop Mart (4.85%), Li Auto-W (4.44%), Xpeng Motors-W (3.9%), Anta Sports (3.55%), and Yum China (3.45%) [1]. Group 2 - The index's holdings are entirely composed of stocks listed on the Hong Kong Stock Exchange, with 88.76% in discretionary consumption and 11.24% in staples [2]. - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2]. - In special circumstances, the index may undergo temporary adjustments, such as removing delisted companies or handling mergers and acquisitions according to maintenance guidelines [2].
“可复美”一年卖出45亿元,重组胶原蛋白巨头巨子生物发长文释疑
Mei Ri Jing Ji Xin Wen· 2025-05-26 15:29
Core Viewpoint - The controversy surrounding the collagen content in the "Kefumei" product from Giant Biological has raised significant questions about product labeling and industry standards, highlighting potential discrepancies between claimed and actual ingredient levels [4][6][9]. Group 1: Allegations and Findings - Dr. Hao Yu's report claims that the actual collagen content in the "Kefumei" collagen stick is only 0.0177%, significantly below the regulatory threshold of 0.1% [1][3]. - The report also indicates that key component glycine was not detected in the product, challenging the validity of Giant Biological's claims regarding their recombinant collagen technology [3][5]. - The detection method used by Dr. Hao Yu, which includes high-precision HPLC and calibration with 18 amino acid internal standards, is said to be highly sensitive and reliable [5]. Group 2: Company Response - In response to the allegations, Giant Biological emphasized the compliance of their products with regulatory standards and stated that their internal testing showed collagen content above 0.1% [6][8]. - The company criticized the detection methods used by Dr. Hao Yu as not being recognized by industry standards and claimed that the results lacked credibility due to methodological issues [6][7]. - Giant Biological announced that they have engaged multiple third-party testing agencies to verify their product's content and will disclose results once available [6][8]. Group 3: Industry Context - The incident has highlighted a broader issue within the recombinant collagen industry, where there is currently no unified testing method or standard, leading to significant discrepancies in reported results [9]. - The ongoing debate reflects a conflict between technical standards and commercial interests, impacting consumer trust and transparency in the medical aesthetics sector [9].
中华交易服务港股通精选100指数下跌1.44%,前十大权重包含美团-W等
Jin Rong Jie· 2025-05-26 15:20
Core Viewpoint - The Chuanghua Trading Service Hong Kong Stock Connect Selected 100 Index (CES100) experienced a decline of 1.44%, closing at 5000.69 points, with a trading volume of 74.984 billion yuan, despite a year-to-date increase of 19.56% [1][2]. Group 1: Index Performance - The CES100 index has increased by 6.95% over the past month and by 0.38% over the last three months [1]. - The index was established with a base date of December 31, 2008, and a base point of 2000.0 [1]. Group 2: Index Composition - The top ten holdings of the CES100 index include Alibaba-W (11.78%), HSBC Holdings (10.92%), Tencent Holdings (10.67%), Xiaomi Group-W (7.28%), Meituan-W (6.39%), AIA Group (5.67%), Hong Kong Exchanges and Clearing (3.99%), Standard Chartered Group (2.39%), Prudential (1.90%), and Pop Mart (1.45%) [2]. - The index is fully composed of securities from the Hong Kong Stock Exchange, with a sector breakdown showing 29.35% in consumer discretionary, 28.55% in financials, 14.10% in communication services, 9.19% in information technology, 4.63% in real estate, 4.20% in utilities, 3.44% in healthcare, 3.19% in consumer staples, 2.87% in industrials, and 0.48% in materials [2]. Group 3: Tracking Funds - Public funds tracking the CES100 include Huaan CES Hong Kong Stock Connect Selected 100 ETF Link A, Huaan CES Hong Kong Stock Connect Selected 100 ETF Link C, and Huaan CES Hong Kong Stock Connect Selected 100 ETF [2].
协合新能源(00182)订立多项融资租赁协议 总购买价达5.92亿元
智通财经网· 2025-05-26 15:02
Group 1 - The total purchase price for the financing lease arrangements is RMB 592 million [2] - The financing lease agreement A involves a purchase of equipment and facilities A for RMB 212 million, which will be leased back to the company [1] - The financing lease arrangement B1 includes multiple agreements, with a total purchase price of RMB 207 million for equipment B1-a and RMB 60 million for supporting facilities B1-b [1] Group 2 - The financing lease agreement B2 involves a purchase of equipment and facilities B2 for RMB 113 million, which will also be leased back to the company [1] - The company is required to make quarterly lease payments as part of these financing arrangements [1]
5月26日电,利弗莫尔证券显示,上海拓璞数控科技股份有限公司向港交所提交上市申请书,联席保荐人为国泰君安国际和建银国际。
快讯· 2025-05-26 14:56
智通财经5月26日电,利弗莫尔证券显示,上海拓璞数控科技股份有限公司向港交所提交上市申请书, 联席保荐人为国泰君安国际和建银国际。 ...
香港与马尔代夫签署税务协定;“猫眼娱乐”演艺总部落户广州丨大湾区财经早参
Mei Ri Jing Ji Xin Wen· 2025-05-26 14:28
Group 1 - Hong Kong and Maldives signed a comprehensive double taxation avoidance agreement, allowing Hong Kong companies to offset taxes paid in Maldives against their Hong Kong tax liabilities, promoting cross-border economic activities [1] - The agreement clarifies the taxation rights of both regions, aiding investors in assessing potential tax burdens and enhancing economic ties between Hong Kong and Maldives [1] Group 2 - The 2025 World Drone Conference concluded with an intended transaction volume of 20 billion yuan, significantly surpassing the previous year's figures [2] - The event featured 825 exhibitors and attracted 131,500 professional visitors, highlighting the growing importance of drones in driving the low-altitude economy [2] - The development of the low-altitude economy is seen as essential for expanding market space and promoting high-quality economic growth in China [2] Group 3 - Maoyan Entertainment established its performance headquarters in Guangzhou through a strategic cooperation agreement, aiming to cultivate the performing arts industry ecosystem [3] - The initiative includes policy support and resource integration to stimulate local cultural and tourism consumption [3] - Guangzhou's goal is to become an international performing arts center, encouraging global premieres and fostering local market consumption [3] Group 4 - The 15th Guangdong-Hong Kong-Macao Games will have its opening ceremony on November 9 at the Guangdong Provincial Olympic Sports Center in Guangzhou and the closing ceremony on November 21 at the Baoan District Happy Theater in Shenzhen [4] - The event symbolizes the interconnectedness and collaborative development of the Greater Bay Area [4] Group 5 - The Shenzhen Component Index closed at 10,091.16 points, down 0.41% on May 26 [5] Group 6 - The top gainers in the Shenzhen market included Woliannian Shen at 22.91 yuan with a rise of 20.01%, Haqing Zhangyun at 32.99 yuan also up 20.01%, and Zhicaitech at 12.90 yuan with a 20% increase [6] - The biggest losers were United Chemical at 109.18 yuan down 12.06%, Nanjing Port at 11.45 yuan down 9.98%, and Shan Natural Gas at 8.22 yuan down 9.87% [6]
MAYER HOLDINGS(01116.HK)成立合资公司及应用集团余热回收技术
Ge Long Hui· 2025-05-26 14:09
历史上多个行业长期以来的高温排放严重影响地球气候变化,造成无法弥补的自然灾害,对人民健康造 成了严重威胁。公司的科研成果将有助于国家节省大量能源,改变传统能源使用模式,大幅降低取暖和 碳排放成本。 目前我国共有八大数据中心。董事会认为,迫切需要解决环保问题,特别是降温载热问题。公司余热回 收技术已成功应用,已引起国家的高度关注,多个省市政府已派员进入怀来数据中心进行调研,并认同 该技术应用的重要性。相信该项科技很快会被其他数据中心应用。 经过一段时间并加以研发后,北京合资公司在减碳排放科研项目上取得了重大突破,同时全国首创了 AI智能算力的余热回收技术,为产业提供节能服务。余热回收技术填补了我国余热回收科技的空白, 为集团实现双碳目标迈向新的里程碑。北京合资公司的注册资本为人民币5.0百万元,其中(i)人民币3.3 百万元由广州美亚出资,余下人民币1.7百万元由怀来企业出资。根据有关出资,北京合资公司的股权 分别由广州美亚拥有66%及由怀来企业拥有34%. 格隆汇5月26日丨MAYER HOLDINGS(01116.HK)公告,公司已于2024年7月16日通过其附属公司广州美 亚与北京怀来数据中心企业("怀来 ...
巨子生物因可复美配方起争议,两大核心问题待解
Xin Lang Cai Jing· 2025-05-26 13:56
智通财经记者 | 李科文 唐卓雅 智通财经编辑 | 谢欣 巨子生物旗下重组胶原蛋白品牌可复美正陷入舆论风波。 5月24日和25日连续两日,自称为香港大学化学博士、前欧莱雅中国科学传播负责人的网络博主"大嘴博 士"郝宇在其微信公众号等平台发布作品质疑可复美核心产品"Human-Like重组胶原蛋白肌御修护次抛精 华(下简称:胶原棒)"中重组胶原蛋白含量远低于宣传,实际含量仅为0.0177%,相当于不到宣传含 量的万分之二,涉嫌配方表造假。 5月24日晚间,巨子生物在可复美官方微信公众号上发布声明,回应称前述指控为不实指控,并且公布 多批次自检结果,显示其胶原棒的重组胶原蛋白含量高于均大于0.1%,与上述博主指控的"0.0177%添 加量""严重不符"。巨子生物还称: 对方所使用的检测方法并非现行行业标准,样品预处理及方法本身未经过完整方法学验证; 对方并未向公司申请检测原料,公司亦未向其提供,故无法对该方法进行可靠验证,其检测 结果缺乏可信依据。 5月26日下午,郝宇上述微信公号文章与视频号作品已被投诉删除,但微博相关作品依然可见。智通财 经通过巨子生物官网留下的联系方式向其致电,截至发稿,未获回复。 同日,郝 ...
【李强会见马来西亚总理安瓦尔】5月26日讯,当地时间5月26日晚,国务院总理李强在吉隆坡会展中心会见马来西亚总理安瓦尔。李强指出,中方愿同马方保持密切高层交往,加强战略沟通,筑牢中马命运共同体的政治互信基础。双方要不断扩大贸易、投资等合作规模,聚焦数字经济、绿色经济、人工智能等前沿领域,促进产供链、价值链等融合发展,扎实推进“两国双园”、东海岸铁路等重点项目建设,做强中马命运共同体的经济增长引擎。中方愿同马方实施好互免签证协定,深化文化、教育、卫生、体育等人文交流合作,拉紧中马命运共同体的民众情感纽带。双方
快讯· 2025-05-26 13:35
李强会见马来西亚总理安瓦尔 金十数据5月26日讯,当地时间5月26日晚,国务院总理李强在吉隆坡会展中心会见马来西亚总理安瓦 尔。李强指出,中方愿同马方保持密切高层交往,加强战略沟通,筑牢中马命运共同体的政治互信基 础。双方要不断扩大贸易、投资等合作规模,聚焦数字经济、绿色经济、人工智能等前沿领域,促进产 供链、价值链等融合发展,扎实推进"两国双园"、东海岸铁路等重点项目建设,做强中马命运共同体的 经济增长引擎。中方愿同马方实施好互免签证协定,深化文化、教育、卫生、体育等人文交流合作,拉 紧中马命运共同体的民众情感纽带。双方还要办好"儒伊文明对话"等活动,共同打造两国乃至地区文明 交流平台。 (新华社) ...