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  4月24日,A股主要指数震荡走弱,截至收盘,沪指涨0.03%报3297点,深证成指跌0.58%,创业板指跌0.68%,北证指数跌3.44%。全天成交1.14万亿元,较前一交易日缩量1235亿元,全市场近3700股下跌。

  从盘面上看,银行涨幅居前,工农中三大行股价再创新高;PEEK材料、创新药、宠物经济概念股活跃;算力、次新股、AI应用、半导体、消费电子题材走弱。

  近期,银行股不断创出新高。今年以来,保险机构频频举牌上市银行。招商银行H股、农业银行H股、邮储银行H股、中信银行H股以及杭州银行被险企举牌。

  此前,有机构发表观点称,当前市场环境下银行股展现出明显的“类债资产”属性,具备防御避险和股息率跟随利率中枢下行的特征。从2023年以来的走势可以清晰看到,在市场风险偏好大幅回落和利率中枢加速下行的两种情形下,银行股估值修复的节奏会明显加快。

  对于A股整体的走势,华安证券表示,海外关税仍有扰动,但对A股的边际影响明显减弱,已经不是影响市场方向的核心矛盾,当下市场的核心矛盾在于国内政策如何进行对冲。然而1季度经济数据超预期特别是3月数据边际走强,短期内宏观政策大幅加码的迫切性下降,弱化了市场对国内政策的预期。

  该券商认为,后续市场变化的重要时间窗口关注月底中央政治局会议的定调,同时考虑到决策层和监管层稳定资本市场的态度坚决,因此政治局会议前预计市场将延续震荡态势。

  招商证券认为,当前市场在“平准”力量的作用下风险可控,在市场明显缩量震荡且业绩披露期临近尾声,指数选择突破式上行的概率较大。一季度经济数据改善且后续仍可能有进一步政策加码对冲外部冲击的背景下,最终今年总需求稳中有升的概率比较大,企业盈利有望稳中有升。

  中原证券认为,2025年财政政策预计更加积极,货币政策方面,央行可能择机降准降息以维持市场流动性充裕,支持实体经济复苏。政策面延续稳市场的基调,近期A股呈现分化格局,沪深300、上证50等宽基指数受益于机构资金持续流入,金融、地产等大盘蓝筹表现占优,而科技成长板块延续调整。

  2025年3月31日,珠海汇金科技股份有限公司(简称:汇金科技,代码:300561)发布《关于公司及相关人员收到广东证监局警示函的公告》。

  经中国证监会广东监管局查明,汇金科技存在以下违规行为:2025年1月24日,公司披露《2024年度业绩预告》,披露公司净利润为亏损1,450万元至1,980万元,未披露营业收入情况。2025年3月28日,公司披露《2024年度业绩预告修正公告》,预计2024年度营业收入为8,925万元至9,420万元,净利润为亏损1,720万元至2,220万元,同时披露了《关于公司股票可能被实施退市风险警示的提示性公告》,在披露2024年年度报告后,公司股票可能被深圳证券交易所实施退市风险警示。公司披露的《2024年度业绩预告》未预计2024年度收入低于一亿元且亏损的情形,未在会计年度结束后一个月内披露公司股票交易可能被实施退市风险警示的风险提示公告,上述情形违反了《上市公司信息披露管理办法》第三条第一款的规定。

  根据《民法典》、《证券法》及最高人民法院的关于虚假陈述民事赔偿司法解释的规定,上市公司、控股股东、实际控制人、董监高人员及其中介机构等因虚假陈述等的证券欺诈行为导致证券投资者权益受损的,应承担民事赔偿责任,赔偿范围包括:投资差额、佣金、印花税和利息损失等。权益受损的证券投资者可以向有管辖权的法院提起民事赔偿诉讼。

  由于汇金科技涉嫌信息披露违法违规,被中国证监会警示,为维护证券投资者合法权益,上海汉联律师事务所宋一欣律师向曾经购买过汇金科技的证券投资者展开诉讼代理征集,代理投资者索赔诉讼,权益受损的证券投资者可以向前述律师进行索赔登记。(宋一欣律师专栏)

  宋一欣律师认为,汇金科技案的索赔条件为:2025年1月24日至2025年3月27日间买入汇金科技股票或债券等证券市场公开发行产品,并在2025年3月28日及之后卖出或继续持有的受损投资者,可以办理索赔登记。(汇金科技维权入口)

  律师对本案的提示与说明

  1.上述提示的索赔条件仅供参考,不涉及投资者任何证券投资决策和证券买卖建议。索赔的最终条件将根据中国证监会行政处罚的结论进一步调整,并以相关法院最终生效的判决所认定的法律时点、赔付对象、赔付范围、赔付标准、会计计算方式为准。

  2.以行政处罚决定为特征的前置条件取消后,投资者虽然可以直接诉讼,但由于调查手段有限,以立案调查通知或行政监管措施决定作为直接诉讼的依据起诉存在败诉的风险,所以,我作为专业律师提示投资者:行政处罚决定仍然应当作为提起诉讼的必要前提之一。

  3.在拟提起的民事侵权诉讼案件中,上市公司退市与否,都不影响民事索赔侵权诉讼的进程,但有可能会影响诉讼的进度。而进入破产程序(包括重整、预重整或清算),则影响诉讼进度的可能会较大。如发生代表人诉讼,您可以选择参加或不参加、加入或退出。

  4.投资者索赔登记或预登记应提供下列材料:(1)《身份证》复印件。(2)《证券账户开户信息确认单》原件(加盖证券公司营业部印章)。(3)从首次买入该股票/债券/权证等至今的《证券交易记录流水》原件(加盖证券公司营业部印章)。

  (本文由上海汉联律师事务所宋一欣律师供稿,不代表新浪财经的观点。宋一欣律师,1992年起律师执业,现为上海汉联律师事务所合伙人。服务领域主要包括资本市场、证券市场、金融市场的法律服务及投资者/金融消费者权益维护。执业至今,为10000余件/起证券诉讼事务或股东纠纷事务提供过法律服务。编著有《证券法原理与实务》、《证券民事赔偿实务手册》、《股市维权》、《中国证券民事赔偿案件司法裁判文书汇编》、《董事责任保险与投资者权益保护》等书籍。执业证号:13101199210628065)

  LG电子(LGElectronics)周四表示,为应对美国的关税,公司正在考虑提高部分产品的价格,同时也在评估将家电生产转移至美国的各种选择方案。

  LG电子高级副总裁金一权(KimI-kueon)在财报发布后的电话会议上表示:“我们正在优化生产布局,并且通过与销售渠道进行讨论,考虑将提价作为一种潜在的应对措施。”

  金一权称,LG电子正在考虑将包括洗衣机和烘干机在内的家电生产转移到其位于田纳西州的工厂。

  金一权表示,田纳西州工厂的产量能够覆盖其在美国市场家电总销售额的近五分之一。

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