加密货币狙击手

Cambricon(688256.SH)released its 2025 annual report, with the company achieving operating revenue of 6.497 billion yuan, a year-on-year increase of 453.21%; net profit attributable to shareholders of listed companies of 2.059 billion yuan, turning from loss to profit year-on-year. The company plans to distribute cash dividends of 15.00 yuan (tax inclusive) per 10 shares to all shareholders, and transfer 4.9 shares per 10 shares to all shareholders using capital reserves.
(Article source: Cailianshe)

中信证券公告稱，其香港子公司近日遭香港證監會及廉政公署調查，相關文件被帶走，員工被問話。公司重視此事，確認經營正常，將履行信息披露義務。

3月12日，中国人民银行行长潘功胜召开专家座谈会，讨论经济金融形势及支持实体经济的货币政策。专家们一致认为2025年目标可达成，并就实施宽松货币政策以及金融市场稳定提出建议。潘功胜强调将继续优化货币政策，支持经济持续向好。

The Shanghai and Shenzhen markets had multiple listed companies release company announcements on the evening of March 12, with important announcements summarized as follows.
【Major Events】
Luxi Chemical: Recent prices of certain chemical products have risen significantly; the company adjusts accordingly in a timely manner based on market changes
Luxi Chemical (000830) stated during an institutional on-site communication on March 12 that, affected by factors such as changes in the international situation, volatile oil prices, production rates of peer enterprises and downstream enterprises, and changes in upstream and downstream demand, the company's first quarter chemical product prices showed mixed fluctuations, with recent prices of certain chemical products rising significantly. The company adjusts in a coordinated and timely manner based on market conditions, seizes market opportunities, and maintains production-sales balance to the maximum extent. The company's products in Luxi

英偉達執行長黃仁勳在部落格中闡述了AI發展的「五層蛋糕」模型，包括能源、晶片、基礎設施、模型和應用層。他強調AI已成為基礎設施，將重塑產業格局，未來需投入更多資源。

碳纤维板块在3月12日表现强劲，中复神鹰等公司涨停。中国建材集团发布了全球首款工业化量产的T1200级碳纤维，推动市场预期。碳纤维因其优异性能被广泛应用于风电、航空等领域，预计到2030年市场规模将达115亿美元。

The International Energy Agency has decided to release 400 million barrels of strategic petroleum reserves to address oil supply tensions caused by U.S. and Israeli strikes on Iran. This is the sixth major release since the agency's establishment, while Iran warns that oil prices could rise to $200 a barrel, emphasizing that it will take strong measures to protect oil transportation through the Strait of Hormuz.

多家上市公司近日在机构调研中披露业务进展。晶晨股份预计2025年6nm芯片出货量达900万颗，2026年將大幅增長，著重於端侧AI發展；瑞泰新材則表示其產品已在固態電池中批量應用，繼續擴產，預期2025年淨利潤大增。

國家工業信息安全發展研究中心發布風險預警，警告OpenClaw開源AI智能體在工業應用中的安全隱患，包括權限越權、信息洩露和攻擊面擴大等，建議企業加強權限管理、網絡隔離和漏洞修復，以保障安全。

3月12日，沪指跌0.1%，深成指跌0.63%，创业板指跌0.96%。两市成交额缩量至2.44万亿，主力资金净流出720.35亿，煤炭等板块资金流入。三安光电和中国铝业为主力净买入股，华工科技和中国能建为净卖出股。

Hong Kong's Anti-Corruption Bureau and the Securities and Futures Commission jointly launched Operation "Fuse" to investigate mainland Chinese investment banks suspected of insider trading and corruption, resulting in the arrest of multiple executives. The investigation revealed that executives accepted bribes and leaked stock placement information, enabling hedge funds to profit. The industry expressed concern, with regulatory measures potentially affecting Hong Kong stock IPOs and placement procedures. Compliance standards will be strengthened going forward. This operation is similar to historical cooperative efforts in combating financial crimes.

After the U.S. launched airstrikes against Iran, security concerns have risen, including enhanced security measures for the Oscars ceremony. California's governor stated that threats are being monitored, and while no imminent danger has been detected so far, the Los Angeles Police Department has heightened its alert level. The Department of Homeland Security warned of increased risk of "lone wolf" attacks. Multiple cities have stepped up patrols and vigilance, urging the public to remain alert to suspicious activities.

今日沪深股市普遍下跌，沪指跌0.1%，深成指跌0.63%，创业板跌0.96%，成交额为2.44万亿，减少664.80亿。涨停股为64只，封板率为71.11%。此信息仅供参考，不构成投资建议。

霍爾木茲海峽局勢緊張，一艘貨船遭不明發射物襲擊，起火無傷亡。美國總統特朗普表示將關注局勢，高盛預測若油流中斷延長，油價可能上升至2008年峰值。全球能源市場受到影響，油價已顯著上漲。

2月全国乘用車市場回顧
零售：2月1-28日，全國乘用車市場零售103.4萬輛，同比去年下降25.4%，環比下降33.1%。今年以來累計零售257.8萬輛，同比下降18.9%。由於市場因素影響較複雜，近幾年年度銷量「前低後高」特徵較明顯，受春節因素等干擾，曆年2月零售同比波動劇烈，例如2019年-19%、2020年-79%、2021年373%、2022年5%、2023年10%、2024年-21%、2025年26%，所以2026年的-25.4%屬於曆年2月增

司法部部长贺荣3月12日在十四届全国人大四次会议第三场"部长通道"上表示，今年政府立法工作将重点突出几个方面，其中之一是突出优化营商环境，制定全国统一大市场建设条例，着力解决大家关心的地方保护、不当设一些准入条件，还有"内卷式"竞争等问题。
（文章来源：新华社）

3月12日，A股市场探底回升，沪指、深成指和创业板指均小幅下跌。绿电和化工板块表现强劲，而燃气轮机和军工板块持续走弱。国际油价影响显著，风电设备板块午后急升，因英国将取消风电组件进口关税。市场关注逐渐转向新兴能源行业，分析师认为专业领域将迎投资机遇。整体来看，尽管面临中东冲突的压力，市场仍蕴藏机会。

中國外交部發言人郭嘉昆12日主持例行記者會。有記者就美國總統特朗普計劃訪華相關問題提問。
郭嘉昆：中美就雙方元首互動保持著溝通。關於你提到的具體問題，目前沒有可以提供的信息。
（來源：中新社）