发改委推动基建REITs扩围探索文旅、养老设施等领域发行
证券时报· 2025-09-13 03:21
在新资产类型方面,《通知》明确将积极探索铁路、港口、特高压输电、通信铁塔、市场化租赁住房、 文化旅游、专业市场、养老设施等"零案例"领域的发行路径,通过协调解决难点问题,帮助这类项目尽 快满足发行条件,丰富基建REITs资产谱系。 为提升已上市REITs的资产整合能力,《通知》专门针对扩募方式新购入项目出台支持政策,降低操作 门槛、拓宽资产边界。 9月12日,国家发展改革委印发《关于进一步做好基础设施领域不动产投资信托基金(REITs)常态化 申报推荐工作的通知》(以下简称《通知》),从市场扩围、扩募支持、项目把关、组织保障四大维度 出台具体举措,旨在推动基建REITs高质量发展,进一步盘活存量资产、扩大有效投资。 《通知》将"推动市场扩围扩容"作为首要任务,既巩固成熟资产优势,也积极开拓新领域,同时为民间 投资开辟通道。 在成熟资产类型方面,《通知》指出,将优先申报对实现国家重大战略、重大规划、重大政策等具有推 动作用的优质基础设施项目。鼓励申报发售基金规模较大、对基础设施REITs市场扩围扩容具有重要作 用的项目。同时,加快收费公路、清洁能源、仓储物流、保障性租赁住房等成熟资产类型项目申报,进 一步加大供 ...
Why I'm Expecting Stocks To Soar Over the Next 3 Months
ZACKS· 2025-09-13 03:21
What a year, so far. The Dow, S&P and Nasdaq are all sitting near all-time highs. The small-cap Russell 2000 is sitting at YTD highs, and it looks like they have finally begun their long-awaited upside breakout.What a difference a handful of months can make.Stocks sank earlier in the year on tariff concerns, before bottoming in early April.Since then, the major indexes have all surged by double-digits from their 4/7 lows, with the Dow up by 25.9%, the S&P up by 36.2%, the Nasdaq up by 49.1%, and the small-c ...
Gold won't save you if stocks crash
Youtube· 2025-09-13 03:21
Carly, you know, you make a good point. We've seen gold move up along with the overall stock market, along with Bitcoin. What if we see a reversal in the stock market and the second half of the year doesn't look as good as some of the first half did.Obviously, we started kind of on a downbeat note there. Do you think that there's potential for that money to actually then go into gold and for gold to be a safe haven in in that case then or silver. That is an that's an amazing question.Thank you. Um I'm glad ...
期货公司分类评价规定出炉 评分标准进一步优化
证券时报· 2025-09-13 03:19
9月12日,证监会发布修订后的《期货公司分类评价规定》(下称《规定》),完善扣分标准,优化加 分标准,进一步完善期货行业分类监管体系,更好分配监管资源。 此次修订主要在扣分机制方面进行了完善,包括明确扣分依据,对期货公司扣分,原则上均需以生效的 监管措施等法律文件为依据,按照措施扣分;完善监管措施类型和对应分值,详细梳理现有期货公司监 管法律法规包含的监管措施、行政处罚类型,根据措施轻重程度,分门别类赋予不同的扣分分值;消除 重复扣分,对于因同一违规事项分别对公司和人员采取监管措施的,不重复扣分,调整为择其重者扣 分;将股东、实控人违规行为纳入对公司的评价,督促相关主体遵守期货公司监管法律法规。合理设置 扣分梯度,促进发挥多种监管手段的综合惩治效果。 优化加分体系方面,《规定》强化服务实体经济能力指标,增加"产业客户日均持仓"指标,调整"机构 客户日均持仓"指标,对评价期内期货公司服务产业客户、机构客户情况进行评价,突出对产业客户参 与商品期货市场以及机构客户参与金融期货市场的支持。 同时,重塑市场竞争力加分体系。《规定》将市场竞争力指标调整为三大类9项指标,全面评价期货公 司各项业务开展情况、整体盈利水平和 ...
时报观察 | 要素市场化改革为高质量发展注入持久动力
证券时报· 2025-09-13 03:19
近日,国务院批复在10个地区开展要素市场化配置综合改革试点,涵盖北京城市副中心、苏南重点城 市、粤港澳大湾区等经济活力区域。这些试点地区经济总量合计超全国1/4,其改革探索不仅针对当前 经济转型痛点,更将为构建高水平社会主义市场经济体制探路先行。 当前中国经济正处于增速换挡与结构升级的关键期,要素配置效率不足成为制约高质量发展的突出瓶 颈。区域发展不均衡、传统产业转型缓慢、新质生产力培育滞后等问题,本质上都与土地、劳动力、数 据等要素流动不畅密切相关。 此次改革精准施策,直击经济发展的结构性矛盾。10个试点地区并非执行同一套方案,而是根据试点地 区实际情况,"因地制宜"给出10套方案。其中,北京城市副中心、苏南重点城市等地区都部署了养老领 域要素供给有关工作,打破要素供给堵点和卡点。 改革的突破性在于构建了"传统要素升级+新型要素破冰"的双轮驱动格局。特别是将数据、算力等新型 要素纳入市场化配置框架,实施"数据要素×"行动,标志着数字经济时代的要素配置逻辑正在形成,这 将为人工智能、智能制造等新产业提供核心支撑。 试点改革将重塑中国经济的底层运行逻辑。短期看,要素自由流动将提升资源配置效率,预计试点地区 全要 ...
USDA projects record US corn crop, biggest harvested acres since 1933
Yahoo Finance· 2025-09-13 03:19
By Karl Plume CHICAGO (Reuters) -U.S. farmers will harvest the most acres of corn since 1933 and produce more of the grain than previously expected, even though crop yields will miss earlier forecasts, the U.S. Department of Agriculture said on Friday. The agency further increased its estimate for how many acres will be harvested in a monthly supply and demand report, after surprising grain traders with a large acreage increase in August. The production increase kept a lid on benchmark corn prices on th ...
The Coca-Cola Company (KO)’s CEO Is Putting “Consistent Numbers,” Says Jim Cramer
Yahoo Finance· 2025-09-13 03:19
We recently published 13 Stocks That Jim Cramer Discussed. The Coca-Cola Company (NYSE:KO) is one of the stocks Jim Cramer recently discussed. In his recent comment about The Coca-Cola Company (NYSE:KO), Jim Cramer has praised the firm’s CEO, Jim Quincy. His opinion of the executive is quite important due to the woes faced by the firm’s rival and peer, PepsiCo. Cramer has asserted that Quincy has continued to post strong quarterly results even as GLP-1 weight loss drugs reshape the American food market. T ...
“Canada: The Industrial Implosion” v. the United States
Wolfstreet· 2025-09-13 03:19
Stunning charts of how investment in industrial machinery & equipment collapsed a decade ago in Canada but stayed on track in the US. “According to the latest national accounts data, real investment in industrial machinery & equipment [in Canada] fell in Q2 to its lowest level on record (data back to 1981). As today’s Hot Chart shows, the divergence with the U.S. is nothing short of appalling,” wrote Stéfane Marion and Matthieu Arseneau, at Economics and Strategy, National Bank of Canada, in a note sent to ...
EMCOR Group, Inc. (EME) Presents at Morgan Stanley's 13th Annual Laguna Conference
Seeking Alpha· 2025-09-13 03:18
Question-and-Answer SessionSince it is your first time, Tony, maybe for you, why don't you start out and just give us a little perspective on the EMCOR story, talk a little bit about your businesses, acquaint the group with what's going on at EMCOR.Anthony GuzziChairman, President & CEO Yes. So if you just take it at the top level, EMCOR is a company where we actually do the work. right? So we're a company of plumbers, pipe fitters, electricians, sprinkler fitters, HVAC technicians and operating engineers. ...
Crude Prices Gain on Prospects of Smaller Russian Crude Exports
Yahoo Finance· 2025-09-13 03:18
October WTI crude oil (CLV25) on Friday closed up +0.32 (+0.51%), and October RBOB gasoline (RBV25) closed up +0.0061 (+0.31%). Crude oil and gasoline prices settled higher on Friday on concerns that a decline in Russian oil exports will curb global oil supplies. The US on Friday proposed that the Group of Seven allies impose tariffs as high as 100% on China and India for their purchases of Russian oil in an effort to convince Russia to end the war in Ukraine. Also, Ukrainian drone attacks have damaged ...