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  汇通财经APP讯——周四亚洲交易时段,USD/CHF在0.8160附近盘整,距离前一交易日触及的0.8099历史低点仅一步之遥,这是自2011年9月以来的最低水平。自4月2日美国总统特朗普宣布新一轮关税调查以来,美元持续承压,瑞郎作为传统避险货币需求显著上升。

  瑞郎兑美元自4月初以来已上涨超7%,为G10货币中表现最强。

  美国关税政策扩大至关键资源行业,市场前景更添不确定,特朗普政府近日宣布启动对关键矿产资源的进口调查,涵盖铜、半导体、药品与木材等多个战略行业,标志着与亚洲国家的贸易担忧情绪进一步升级。

  市场担忧美国国内在这些关键资源上的产能不足,将导致长期经济供应链瓶颈,从而影响整体经济表现。

  “投资者正在重新评估美元资产的安全性,因为政策的不确定性正在不断上升。”——瑞银全球外汇策略分析师ChristinaLiu尽管最新数据显示,美国3月零售销售增长1.4%,显著高于预期和前值,但该数据并未能改变美元整体弱势格局。美元指数(DXY)周四维持在99.60附近,略高于前期低点。

  投资者目前将目光投向即将公布的美国建筑许可、新屋开工、费城联储制造业指数与初请失业金人数等经济数据,以判断美元是否有望迎来阶段性反弹。

  瑞士央行面临挑战,瑞郎升值或引发政策转向,瑞郎的急剧升值也带来副作用:瑞士国内通缩压力明显上升。市场开始猜测瑞士央行(SNB)是否可能重新考虑负利率政策,以遏制本币升值。

  但由于瑞士近年来曾多次被美国点名“汇率操纵”,SNB目前在汇市干预上显得格外谨慎。

  “瑞士央行干预空间受限,可能采取更加间接方式控制瑞郎升值节奏。”——瑞士信贷资深经济顾问HansKeller

  编辑观点:

  随着美国关税政策的不断扩展与不确定性上升,全球金融市场的避险需求迅速回升,瑞郎作为传统避险货币获得了空前青睐。尽管美国部分经济数据表现强劲,但政策信号混乱使得美元缺乏持续反弹动能。

  瑞郎升值虽有助于吸引全球资本避险流入,却也为瑞士央行带来了政策压力。在外部因素扰动未解的背景下,USD/CHF可能在未来几个交易周内维持弱势,除非美联储明确释放紧缩信号或国际局势出现缓解。

  一、信披违规领预罚单

  2024年8月亚联发展就因信息披露违法违规收到中国证监会吉林监管局出具的《行政处罚决定书》。维权正式启动,上海沪紫律师事务所刘鹏律师代理的案件已提交多批次至法院立案审理,该案还未到诉讼时效,仍可报名索赔。

  根据《证券法》及虚假陈述若干规定,上市公司因信息披露违法违规导致投资者遭受损失的,可向其提起民事诉讼,要求公司赔付投资损失部分。

  前期已有部分案件提交法院立案,暂定于2022年4月30日-2022年8月30日(含当天)之前买入,并在2022年8月31日之后卖出或仍持有而亏损的投资者即可加入索赔。

  二、虚假记载被处罚

  据调查,开店宝科技集团有限公司系纳入亚联发展2021年合并报表的非同一控制子公司,因子公司2021年度少记营业成本、营业收入等情况,导致公司2021年年度报告存在虚假记载。

  具体来看,原控股子公司2021年度少记营业成本7010.97万元、营业收入3679.83万元、应付账款1738.92万元、应交税费220.79万元,多记预付账款1371.43万元,导致2021年年报虚增利润总额3331.14万元,占当期披露利润总额12.33%;虚增净资产3331.14万元,占当期披露净资产81.39%。

  基于此,监管对公司予以警告,并处罚款200万元,相关责任人分别给予警告并处罚款。需提醒投资者的是此类案件只有主动提起诉讼,上市公司才会进行赔付。符合索赔条件的投资者可积极加入,挽回损失。

  (本文由上海沪紫律师事务所刘鹏律师供稿,不代表新浪财经的观点。刘鹏律师,专注证券维权19年,自2006年执业以来,成功为中青宝、国华网安(维权)、劲嘉股份(维权)等300余家上市公司的中小投资者成功维权,案件在办数量超过14000起,胜诉率达99.2%。作为业内资深证券维权律师,刘鹏律师精准把握案件核心,诉讼经验丰富,索赔策略高效,为投资者争取最大权益,维权实力行业领先。证券维权,选对律师是关键!专业决定胜算,经验确保结果,首选刘鹏律师,让您的索赔更稳妥、更高效!)

  4月17日,浙江证监局发布公告,对贝因美股份有限公司及相关人员采取出具警示函的行政监管措施,并记入证券期货市场诚信档案。

  公告显示,贝因美股份有限公司存在以下问题:

  一是公司收入确认不符合企业会计准则,上述事项导致公司定期财务报告披露不准确;

  二是公司控股股东贝因美集团有限公司存在非经营性资金占用情形,控股股东2021年和2022年分别占用公司资金3,091.66万元和1,693.55万元,上述资金在当年内归还公司;

  三是公司对广西全安圣企业管理有限公司的财务资助事项未及时审议并披露。

  公司上述行为违反了《上市公司信息披露管理办法》(证监会令第40号)第二条、《上市公司信息披露管理办法》(证监会令第182号)第三条、《关于规范上市公司与关联方资金往来及上市公司对外担保若干问题的通知》(证监会公告〔2017〕16号)第一条和《上市公司监管指引第8号——上市公司资金往来、对外担保的监管要求》(证监会公告〔2022〕26号)第五条规定。

  公司董事长兼总经理谢宏、董事会秘书兼财务总监金志强、时任财务总监陈滨、时任董事会秘书李志容违反了《上市公司信息披露管理办法》(证监会令第40号)第三条、第五十八条和《上市公司信息披露管理办法》(证监会令第182号)第四条、第五十一条规定,对上述三项违规事项承担主要责任。

  时任总经理包秀飞违反了《上市公司信息披露管理办法》(证监会令第40号)第三条、第五十八条规定,对上述第一项违规事项承担主要责任。

  时任副董事长张洲峰违反了《上市公司信息披露管理办法》(证监会令第182号)第四条、第五十一条规定,对上述第二项违规事项承担主要责任。

  基于上述违规行为,根据《上市公司信息披露管理办法》(证监会令第40号)第五十九条、《上市公司信息披露管理办法》(证监会令第182号)第五十二条规定和《上市公司监管指引第8号——上市公司资金往来、对外担保的监管要求》(证监会公告〔2022〕26号)第二十三条规定,浙江证监局决定对贝因美股份有限公司及相关人员分别采取出具警示函的监督管理措施,并记入证券期货市场诚信档案。

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