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3月17日,永泰举行今年第三次土拍,恒宇集团旗下福州市嘉悦房地产开发有限公司以底价2.38亿竞得樟[2025]拍01号81.3亩地块,楼面价约1372.2元/㎡。

拿地一个月,该地块火速备案。4月18日,福建省投资项目在线审批监管平台公布信息显示,项目法人单位为福州市嘉悦房地产开发有限公司项目“恒宇嘉悦”备案获批。

根据出让公告,该地块建筑限高≤100米,配建商业计容建筑面积不超过计容建筑面积的10%。其中设置于地下2000㎡以内的商业建筑可不计入容积率,该不计容商业可办理不动产权证。

竞得人在块交地后12个月内开工,开工后36个月内竣工。学校划片方面,宗地购房业主可凭借《商品房买卖合同》入读划片永泰一中、永泰县实验小学刘岐分校,其中提供永泰县实验小学每年新生名额35人,具体名额按购房先后顺序确定。

据悉,按原计划,该地块规划建宝龙广场。2021年7月,宝龙集团曾以底价1.85亿元竞得该地块,参考楼面价约1429元/㎡。然而,拿地后,项目却迟迟没有进展,直至今年传出退地的消息。

根据原建设方案,该地块拟规划8栋高层住宅,计容面积约8.4万㎡;项目东地块则规划建设宝龙商业广场,商场用地约35亩,总建筑面积约6万㎡。商场拟于2024年年底正式开业。

热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  江苏吴中(维权)(600200.SH)面临的麻烦事正不断发酵。

  江苏吴中孙公司因贷款逾期导致银行账户被冻结,而叠加此前公司因信披违规被立案调查等利空因素,公司融资能力下降,此后或对部分业务造成一定影响。

  4月21日,江苏吴中发布公告,部分银行账户被冻结。公司及全资孙公司因贷款逾期,被冻结的银行账户共31个,被冻结资金合计265万元,占公司最近一期经审计净资产的0.15%。其中,公司被冻结账户14个,冻结资金18万元,销售公司被冻结账户17个,冻结资金247万元。公司当前逾期金额为2096万元,被冻结265万元,后续可能存在进一步被冻结的风险。

  被冻结的主要原因是销售公司与南洋商业银行苏州分行之间的金融借款合同纠纷。销售公司在2024年8月7日与南洋银行签订了透支合同,透支额度为3000万元,其中2096万元逾期,南洋银行已向法院提起诉讼。

  2025年2月26日晚间,当投资者们翘首以盼“童颜针”提振财报之际,公司发布因涉嫌信息披露违法违规被中国证监会立案的公告。根据监管规定,若后续被认定触及重大违法强制退市情形,江苏吴中股票将被实施重大违法强制退市。

  事件引发市场广泛关注和讨论。“投资者在贴吧等平台上表达了强烈的负面情绪,江苏吴中股价开盘即跌停。”

  公司过往的不合规问题也被一一挖出。2020年6月,因公司对外发布信息不完整、风险提示不充分,公司及时任董秘被上交所予以监管关注。2020年12月,公司控股子公司江苏吴中医药集团有限公司苏州制药厂因生产注射用硫酸阿米卡星的行为系涉嫌生产劣质药,被江苏省药监局责令改正并合计罚没974.02万元。2021年8月,公司全资子公司响水恒利达科技化工有限公司经响水县人民检察院查明,为谋取不正当利益而触犯单位行贿罪。

  随后,江苏吴中及其高管通过公告、媒体报道、投资者关系互动平台等渠道回应投资者关切,表示公司经营正常。在连续三天跌停后,公司股价暂停大幅下挫的势头。

  2025年3月8日,第二声“惊雷”炸响——江苏吴中全资子公司收到起诉书,被追究刑事责任。根据公告,公司全资子公司江苏吴中进出口有限公司及时任法定代表人、董事长杨锋在2011年7月至2018年12月期间,协助林锡钦等人实施骗取出口退税,共取得出口退税额共计2.42亿元,通过收取平台服务费形式非法获利1600万余元。现衡东检察院以骗取出口退税罪(从犯)追究吴中进出口及杨锋刑事责任。

  江苏吴中表示,本次诉讼尚未开庭审理,最终判决及后续执行结果存在不确定性,在诉讼审结之前,尚不能确定对公司本期利润或期后利润的影响。

  而被公司视为“第二增长曲线”的AestheFill(艾塑菲)在中国大陆地区的独家销售代理权,也因爱美客(300896.SZ)的一则跨境收购事项而变得扑朔迷离。

  自3月13日起,江苏吴中已发六则立案调查进展暨风险提示公告。根据公司业绩预告,2024年度预计实现盈利。若后续经中国证监会行政处罚认定的事实,触及《上海证券交易所股票上市规则》规定的重大违法强制退市情形,公司股票将被实施重大违法强制退市。

  两月时间内,曾因手握“童颜针”而变得炙手可热的江苏吴中到如今麻烦不断。今年以来,公司股价已下跌约50%。

  财联社4月22日讯(编辑潇湘)不出意外,现货黄金和纽约期金价格周二亚洲时段进一步升破了3500美元/盎司关口……

  可以说,自4月8日以来(当时金价还处在3000美元下方),国际金价几乎平均每隔两个交易日,就能迈过一段间隔100美元的“雄关”。

  而有鉴于同一时间,美国股债汇市场持续经历着动荡,这也令越来越多的业内人士开始不禁猜测,长期以来以美元为主导的全球金融体系是否出现了更深层次的问题?

  GoldTelegraph分析师AlexDeluce近期就撰文表示,全球金融体系不仅在发生转变,而且旧秩序正在开始崩溃。美元作为全球储备货币的地位不再是那么不容置疑的了。

  多年来,Deluce一直记录着西方过度依赖金融武器日益增长的危险。这些金融武器报告制裁、储备冻结、SWIFT系统的武器化等。Deluce认为,这些并非外交战略工具,它们是更深层次问题的早期征兆:绝望、脆弱性以及摇摇欲坠的世界秩序。

  Deluce表示,仅在过去一年,在创纪录的央行黄金购买的推动下,美元对黄金的购买力下降了35%以上。这不是趋势,而是一个信号。

  与此同时,金砖国家正加强协调,而传统西方盟友间的裂痕却在扩大。从欧洲到亚洲,各国领导人正在重新评估他们在一个不再稳定的美元体系中的风险。越来越多的国家认识到,真正的货币主权始于一个原则:零对手方风险——而这条路径直指黄金。

  Deluce表示,随着信任的消失,黄金不再仅仅是避险工具。它正在成为一个新体系的基础——这是他最近在与VONGREYERZ合伙人MatthewPiepenburg交流中得出的一个共同结论。

  美债避险地位正在削弱黄金成为终极避风港

  过去几十年来,美国国债一直是全球金融体系的基石,被投资者和机构视为终极避风港。但在本月,这种说法显然正在消失。Piepenburg认为,现在存在流动性危机,“这个系统的润滑剂已经不够维持运转了。”

  美国政府债券不仅没有在动荡时期提供稳定性,反而开始表现得更像风险资产。在本月早些时候的市场动荡中,美债收益率在通常情况下理应下降的时候却上升了,这凸显出这个体系正越来越脆弱。

  “在压力时期,美债收益率实际上一直在上升,而不是下降。为什么美国国债不再像一个避风港?”Piepenburg自问自答道,“答案就就在于债务,债务葬送了美国经济。”

  美国联邦债务即将超过37万亿美元,如果将家庭、企业和长期福利债务计算在内,则超过100万亿美元,整个体系正在自身承诺的重压下摇摇欲坠。

  “当被如此巨额的债务掩埋时,圣诞老人也解决不了流动性危机,”Piepenburg警告道,“如果没有直升机撒钱,没有货币贬值,就没有足够的润滑剂来维持这些债务车轮的转动。”

  他补充称,这就是为什么黄金正被全球央行悄悄地重新货币化,不是作为避险工具,而是作为基础储备资产。

  “黄金现在是一级资产。各国央行正在对黄金进行净结算。他们正在远离美国国债,”Piepenburg表示,“这么做不是为了致富。而是不要变穷。

  金砖崛起与全球去美元化

  去美元化趋势在政策圈其实讨论已久,在美国2022年制裁俄罗斯之后,这一趋势已成为可观察到的现实。最初是对地缘政治力量的宣示,而如今则已加速了多极金融的调整。

  “自2022年美元武器化以来,45个国家已开始在美元体系外进行贸易。30个国家已将实物黄金运回本国。这不是巧合,而是一种反应,”Piepenburg在与Deluce交流时称。

  他指出了美国冻结俄罗斯央行资产时发生的关键转变。对许多国家的政府来说,这一行动打破了对美元作为中立全球储备的幻想。“当你把世界储备货币武器化时,“他说,”你破坏的正是它所依赖的信任。

  这种转变在金砖国家(巴西、俄罗斯、印度、中国、南非)体现得最为明显。尽管关于金砖国家货币的传闻甚嚣尘上,但Piepenburg认为,他们之间可能也更信任黄金。

  他指出,金砖国家的计划不是要一夜取代美元,但确凿无疑是在远离美元。

  总结

  Deluce与Piepenburg在交流后认为,“我们眼下见证的不是美元的终结,而是其霸权地位的终结。”

  石油美元体系正在破裂。黄金正被悄然重塑为战略储备资产。曾经不可撼动的全球市场基石——美国国债,正被曾依赖它们的机构重新评估。这些变化的影响不可谓不深远。央行不再遮掩行动...他们正快速且坚定地转向黄金。

  Deluce表示,真正的问题已不在于黄金是否会继续上涨,而在于公众能否理解驱动这一转变的深层逻辑。

  在对美国经济和全球贸易的持续担忧中,欧洲市场在漫长的复活节周末后以负面态势开盘。

  泛欧斯托克600指数早盘下跌0.5%,多数板块和所有主要证券交易所均处于下跌状态。科技股领跌,斯托克欧洲科技指数在早盘交易中下跌1.7%。

  对全球贸易战爆发可能性的担忧挥之不去,周一华尔街股票市场大幅抛售,而在此之前,美国总统唐纳德・特朗普加大了对美联储主席杰罗姆・鲍威尔的施压力度。

  特朗普周一在“真相社交”平台上发文称,如果美联储不降息,经济将会放缓。在近期多篇点名鲍威尔的帖子中,他称这位美联储主席为“太迟先生”和“大输家”。

  特朗普上周暗示要“解雇”鲍威尔,白宫经济顾问凯文・哈塞特表示,总统团队目前正在研究这一史无前例的举措。鲍威尔则表示,根据法律他不能被解雇,并打算任期到2026年5月结束。

  亚太市场隔夜表现低迷,追随了华尔街的抛售行情。

  周二欧洲没有重大的财报或数据发布,但交易员们将关注本周在华盛顿举行的国际货币基金组织-世界银行春季会议的新闻和评论,届时美国总统唐纳德・特朗普的关税政策带来的威胁和影响可能会成为讨论的主要话题。

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