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  来源:瑞恩资本RyanbenCapital

  A股上市公司、来自山东的轮胎制造商玲珑轮胎(601966.SH),4月24日宣布,为进一步提高公司的资本实力和综合竞争力,提升公司国际化品牌形象,满足公司国际业务发展需要,深入推进公司全球化战略,根据相关法律法规的要求,公司拟发行境外上市外资股(H股)股票并申请在联交所主板挂牌上市。

  玲珑轮胎指,将充分考虑现有股东的利益和境内外资本市场的情况,在股东会决议有效期内,选择适当的时机和发行窗口完成本次发行并上市。截至目前,公司正与相关中介机构就本次发行上市的相关工作进行商讨,除本次董事会、监事会审议通过的相关议案外,其他关于本次发行上市的具体细节尚未最终确定。 

  玲珑轮胎同时宣布,董事会决定聘请罗兵咸永道(内地称“普华永道”)为本次发行上市的审计机构。

  玲珑轮胎,成立于1994年,作为是一家专业化、规模化的轮胎生产企业,在全球拥有7个研发机构、7个生产基地、1.8万余名员工,产品广泛应用于乘用车、商用车、工程机械车辆等,形成了玲珑、ATLAS、利奥、EVOLUXX等面向全球差异化市场定位的多元化品牌体系。

  玲珑轮胎2024年年度报告显示,2024年营业收入达220.58亿元(人民币,下同),同比增9.39%,归母净利润17.52亿元,同比增26.01%。

  玲珑轮胎,于2016年7月6日在上交所主板上市,截至4月24日午间收市,玲珑轮胎每股报14.78元,总市值216.31亿元。

  近日,摩根士丹利任命胡霁光(JamesHu)为中国区副主席(ViceChairman)。

  4月25日,摩根士丹利相关人士向记者确认,胡霁光已加入摩根士丹利亚太区投行团队,任中国区副主席。

  据悉,他将与摩根士丹利境内外团队紧密合作,通过扩大客户基础、加强各行业高层客户关系,以推动中国地区投行业务的增长。

  公开信息显示,胡霁光毕业于美国耶鲁大学,获历史、经济双学士学位,以及法律博士学位。

  在本次履新前,胡霁光任美银证券董事总经理、中国投资银行部主管。

  此前,胡霁光还曾担任花旗中国投资银行部主管及美银证券中国投资银行部主管,积累了丰富的跨境投行经验,尤其在客户关系管理与战略规划方面表现突出。

  摩根士丹利成立于1935年,公司总部位于纽约,全球逾八万名员工。主要业务包括投资银行、证券、财富管理以及投资管理,在全球逾42个国家和地区设有办公室。

  2024年全年公司财报显示,摩根士丹利全年录得净收入618亿美元,净盈利134亿美元,比去年同期上涨47%。2024年第四季度业绩表现尤为卓越,净收入162亿美元,净盈利37亿美元,是公司近15年来的最佳季度纪录。

  其中,机构证券业务2024年全年净收入281亿美元;财富管理业务全年净收入284亿美元,全年新增净资产2520亿美元。投资管理业务全年净收入59亿美元,管理资产总额达1.66万亿美元。截至2024年底,公司的财富管理和投资管理业务共计管理7.9万亿美元客户资产(2023年底为6.6万亿美元)。

  值得一提的是,胡霁光的姐姐正是胡知鸷。胡知鸷现任瑞银集团中国区总裁、瑞银证券有限责任公司董事长、瑞银全球投资银行部中国区主席。

4月25日,美联储颇具影响力的票委、理事沃勒表示,如果特朗普政府重新实施激进的关税政策,企业可能会开始裁员,而如果失业率显著上升,他将支持降息:如果大幅关税特别是重新实施的话,未来你可能会看到更多裁员,失业率小幅上升,我不会感到意外。如果我看到失业率出现足够大的变动,让我认为情况正在恶化,并且经济增长陷入停滞,那么我就会准备降息。一旦我看到劳动力市场出现严重恶化,我会预计会有更多、更快的降息。在谈及美联储何时可能因数据变化而调整政策时,沃勒表示,他不认为关税在7月之前会对美国经济产生重大影响,他预计将在下半年对关税的影响有更好的认识:我认为在接下来的几个月里,在七月之前,你不会在实际数据中看到足够多的变化。不过沃勒预计,之后如果高关税再次实施,美国失业率可能会上升,而且是迅速上升。

  另外,当地时间周四,德国政府下调了对今年经济增长的预测,预计其国内生产总值(GDP)在经历连续两年萎缩后将陷入停滞。即将离任的德国经济部长哈贝克周四在柏林通过邮件声明表示,今年德国经济增速可能为零,低于1月预测的增长0.3%。而在去年10月,德国政府曾预测今年经济增速为1.1%。作为欧洲最大的经济体,德国已连续两年经济萎缩,是过去两年唯一未能实现经济增长的七国集团(G7)成员国。哈贝克将德国经济持续疲软归因于美国总统特朗普发起的贸易战所带来的不确定性、德国出口需求低迷以及竞争力下降。长期以来,德国依靠出口驱动经济增长,在工业机械和豪华汽车等高端制造领域居于世界领先地位。特朗普的关税政策进一步加大了德国出口面临的风险,他此前对欧盟施加的对等关税税率为20%。德国是美国在欧洲最大的贸易伙伴,2024年对美国的贸易顺差达到创纪录的700亿欧元。

  今日需要关注的数据有,英国3月季调后零售销售月率、加拿大2月零售销售月率和美国4月密歇根大学消费者信心指数终值。

  美元指数

  美元指数昨日震荡下行,日线小幅收跌,现汇价交投于99.50附近。除100.00关口附近所形成的技术面卖盘对汇价构成了一定的打压外,时段内美联储官员发表的鸽派言论升温美联储的降息预期也是施压汇价走软的重要因素。此外,时段内美国公布的经济数据表现疲软也对汇价构成了一定的打压。今日关注100.00附近的压力情况,下方支撑在99.00附近。

  欧元/美元

  欧元昨日震荡上行,日线小幅收涨,现汇价交投于1.1350附近。除空头回补和1.1300关口附近所形成的技术面买盘对汇价构成了一定的支撑外,美元指数在美联储官员鸽派言论和疲软经济数据的打压下走软也是支撑欧元反弹的重要因素。此外,时段内德国表现良好的经济数据也对汇价构成了一定的支撑。今日关注1.1450附近的压力情况,下方支撑在1.1250附近。

  英镑/美元

  英镑昨日震荡上行,收复1.3300关口,现汇价交投于1.3310附近。除空头回补对汇价构成了一定的支撑外,美元指数在美联储官员鸽派言论和疲软经济数据的的打压下走软也是支撑英镑走高的重要因素。此外,时段内英国公布的经济数据表现良好也对汇价构成了一定的支撑。今日关注1.3400附近的压力情况,下方支撑在1.3200附近。

  4月25日金融一线消息,中国人民银行淮南市分行日前披露的行政处罚决定信息公示表显示,淮南淮河农村商业银行股份有限公司因未按规定开展金融统计业务,大中小微企业贷款专项统计有误;未按规定开展假币收缴业务;未按规定履行客户身份识别义务,受到警告并被罚款50万元。

  陈某(时任淮南淮河农村商业银行股份有限公司运行管理部副总经理)对该行未按规定履行客户身份识别义务的违法行为负有直接责任,被罚款1.5万元。

序号

当事人名称(姓名、职务)

行政处罚

决定书文号

违法行为类型

行政处

罚内容

作出行政处罚决定机关名称

作出行政处罚决定日期

公示期限(自公示之日起计算)

备注

1

淮南淮河农村商业银行股份有限公司

淮南银罚决字〔2025〕1号

1.未按规定开展金融统计业务,大中小微企业贷款专项统计有误。

2.未按规定开展假币收缴业务。

3.未按规定履行客户身份识别义务。

给予警告并处以五十万元人民币罚款

中国人民银行淮南市分行

2025年4月 18日

3年

 

2

陈某

(时任淮南淮河农村商业银行股份有限公司运行管理部副总经理)

淮南银罚决字〔2025〕2号

对该行未按规定履行客户身份识别义务的违法行为负有直接责任。

处以一万五千元人民币罚款

中国人民银行淮南市分行

2025年4月 18日

3年

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