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  来源丨债市研究、金融干货严选

  中信银行发债团队,这次可是在金融圈玩笑开大了。

  行内人都知道,“募集说明书”应该是最严谨的发债材料,但是由于内容过于模板化,所以都是实习生来更新内容,但发行人从项目团队到公司内审,在公开披露前都要有几次审核。

  几百页的募集,有个笔误、标点符号的错误大家可以理解,但是如果有低级错误,就有点不应该了。

  这次中信银行给杭金投发行的公开债,似乎非常搞笑,居然有很多低级错误。

  1、2023年末账面余额合集居然就是债务工具投资的数字

  2、2023年末比例都写成其他无关数字

  3、2024年3月末合计跟实际数字合计对不上

  4、2024年3月末百分比合计跟各项百分比相加也对不上

  5、2024年末数据,其他跟债务工具投资数据一样。

  从经验来看,可能是实习生不熟练也没仔细看,是复制重了,关键是团队承建岗也没好好复核。

  对于投行人来说,文案水平就是脸面,材料写的这么差,让同行和投资人、客户怎么看?

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

  远大医药(00512)早盘高开逾6%,截至发稿,股价上涨3.74%,现报6.11港元,成交额1087.24万港元。

  4月22日,远大医药发布公告,集团开发的用于治疗过敏性鼻炎的丙酸氟替卡松鼻喷雾剂近日获得中华人民共和国国家药品监督管理局(药监局)颁发的药品注册证书,该产品为中国首仿上市产品,且已被纳入国家医保目录和国家基本用药目录,此次,该产品的获批上市是集团在呼吸及危重症领域的又一次重大研发进展。

财联社4月23日讯(编辑卞纯)对特斯拉股东来说,今年迄今的日子非常难熬,而对那些押注特斯拉股价下跌的卖空者来说,他们在同期却赚得盆满钵满。

根据金融数据提供商S3Partners的数据,2025年至今,做空特斯拉已经产生了115亿美元的按市值计算的利润。该数据是基于特斯拉周一收盘价227.5美元来计算的。

周二,随着大盘走高,特斯拉股价上涨4.6%。当天早些时候,美国财长贝森特表示“贸易冲突的现状不可持续”,引发大盘强劲反弹。

盘后因CEO马斯克称未来将把大量精力和时间放在公司经营上,特斯拉股价又大涨逾5%。

今年第一季度,特斯拉股价暴跌36%,创下自2022年以来的最差的季度表现,并在4月份继续下跌。年初迄今,该股已累计下跌约四成。

多重利空压顶

特斯拉股价下跌的主要原因是人们担心美国总统特朗普对主要贸易伙伴征收的全面关税将增加对电动汽车生产至关重要的零部件和材料的成本,包括制造设备、汽车玻璃、印刷电路板和电池。

此外,特斯拉CEO马斯克在特朗普政府中所扮演的角色以及干预政治也引发不满,对特斯拉的销量造成冲击。

马斯克正在带领政府效率部(DOGE)对美国联邦政府进行大刀阔斧的改革,不仅大砍联邦资金还大规模裁减联邦雇员。他近期还发表了针对多个国家,尤其是欧洲国家的涉政言论,并支持欧洲极右翼政党。在此背景下,美国以及欧洲掀起了“抵制特斯拉”运动。

今年第一季度,特斯拉全球交付量下降了13%,远不及华尔街预期。

此外,特斯拉还面临来自中国汽车制造商激烈的竞争,并且在无人驾驶出租车市场上落后,目前美国的无人驾驶出租车市场由Alphabet的Waymo主导。特斯拉承诺将于6月在德克萨斯州奥斯汀推出其首个无人驾驶叫车服务。

周二美股盘后,特斯拉公布了第一季度财报。由于汽车交付量的骤减,公司营收、利润等核心财务指标全部大幅低于预期。

英伟达位居做空榜榜首

特斯拉是今年美股科技巨头中跌幅最大的股票,其次是英伟达,该股年内下跌约28%。根据S3的数据,英伟达是卖空者的第二大利润来源,创造了94亿美元的回报。

S3称,按照做空市值来算,英伟达目前位列做空榜榜首,有246亿美元的股票被做空。苹果位居第二,有222亿美元的股票被做空,特斯拉排在第三,有176亿美元的股票被做空。

值得注意的是,在特斯拉上市以来的15年里,卖空者曾在很长一段时间里损失惨重。

马斯克一向对做空者的行为嗤之以鼻,称这是非法的。特斯拉还曾在特斯拉股价大幅上涨时期售卖过一款红色的做空短裤(ShortShorts),以嘲讽买空者。

“Short”在财经英语中有做空、空头的意思。而短裤的红色可能象征着做空者面临的“危险”或“损失”。

近期,化工板块沿着环氧丙烷方向持续扩散炒作。4月22日,人气股红宝丽(002165.SZ)再度触及涨停,录得6天5板,换手率高达44.1%。

消息方面,据财联社,此前海外多家巨头永久停产环氧丙烷。2025年3月18日,全球化工巨头科思创和利安德巴塞尔宣布永久关闭合资环氧丙烷生产装置,项目年产能约31.5万吨。伴随消息逐步发酵扩散,环氧丙烷产能缺口引发涨价预期,国内现货环氧丙烷价格有一定增长。

然而,22日晚间,红宝丽发布2025年一季报,报告期内营业收入为6.54亿元,同比增长9.48%,净利润为2200.27万元,同比下降23.68%。主要原因是产品价格因经营环境影响下调,加上部分原料价格上涨致毛利率下降。

当晚,红宝丽同步披露了2024年年报,报告期,公司实现营业收入27.26亿元,同比增长2.98%;归母净利润5849.54万元,同比增长52.8%;基本每股收益0.08元。公司拟每10股派发现金红利0.4元(含税)。

公开资料显示,红宝丽的主营业务是环氧丙烷衍生品,包括聚氨酯硬泡组合聚醚、特种聚醚、异丙醇胺系列产品,以及环氧丙烷、聚氨酯保温板的研发、生产和销售。

此前,4月18日,彼时录得4连板的红宝丽曾对以投资者身份致电的南财快讯记者表示,公司股价受多种因素影响,具体涨停原因难以判断。目前,公司整体经营状况没有发生太大的变化。

实际上,连日以来,红宝丽也多次发布异动公告澄清称,公司环氧丙烷项目正在进行技术改造,还未生产,目前未形成销售收入,对公司业绩没有影响。项目预计于2025年底进入试生产阶段。

(声明:文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。)

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

  小米集团-W(01810)早盘股价上涨7.21%,现报47.60港元,成交额96.75亿港元。

  富瑞发布研报指出,小米仍是该行中国科技股中的首选股,原因包括:公司具强劲增长,得益于其独特的生态系统;美国关税料对其业务影响较小;小米并无美国存托凭证(ADR)退市风险。该行维持对小米“买入”评级及目标价63.25港元。

  近日,高盛发布研报称,计及美国关税带来的宏观不确定性对海外业务的影响,高盛将小米集团-W(01810)2025至2027年非电动汽车业务的经调整净利润预测下调4%至9%,目标价从63港元降至59港元,维持“买入”评级。小米电动汽车工厂二期准备投产,很可能在下个月开始试产,由于小米SU7的订单量近期已恢复到更正常水平,预计二期工厂投产将有效地提升小米在小米SU7和YU7系列的电动汽车生产力。

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