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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

  每经评论员贾运可

  凯利泰(SZ300326,前收盘价5.82元,市值41.73亿元)新一届董事会已经选出将近一个月,公司却迟迟未公布新任董事长名单,引发市场高度关注。此前的换届选举过程已显现出激烈的内部博弈,如今董事长“难产”,再次暴露出公司权力交接的失序现象。如果董事长空缺时间过长,不仅可能影响公司正常经营,更可能侵蚀中小股东利益。

  董事长在上市公司治理结构中居于核心地位,肩负着协调董事会、把控战略方向和代表公司形象等多重职责。一旦董事长迟迟未定,公司就容易陷入“群龙无首”的状态,重要决策难以推进,组织运作出现障碍,甚至可能对公司高管团队的稳定性造成冲击。尽管凯利泰方面对外回应称“公司运营正常”,但在董事长人选尚未明确的背景下,如何保证日常管理的连续性和重大事项的有效推进,令人质疑。

  凯利泰董事会成员构成的微妙平衡,也加剧了公司权力交接的复杂性。从已披露的董事会成员推荐情况来看,虽然原董事长袁征未能连任董事,但由其控制的第二大股东上海欣诚意所推荐的4位董事已占据多数席位。从人数上看,袁征仍具备在董事会中发挥关键影响力的能力。外界普遍认为,新任董事长将在蔡仲曦与金诗强之间产生,而这两人都与袁征有不同程度的联系。这使得选举进程难免遭遇反对声音,也放大了市场对公司治理独立性与合规风险的担忧。

  事实上,此前部分董事对相关人选已明确提出反对意见,理由包括行业经验不足、利益关联较深、存在潜在合规风险等。这种分歧若长期无法调和,不仅会拖延董事长的选举,更会影响董事会的整体协作能力。尤其是在公司即将披露年报的敏感时点,董事会若不能形成稳定的领导核心,将直接影响市场信心。

  更进一步,如果公司未能在合理时间内选出董事长,导致董事会无法运转,公司运营陷入停滞,将可能构成董事违反勤勉义务,进而承担相应法律责任。此外,交易所也可能对公司进行问询甚至采取监管措施。凯利泰若不尽快完成权力交接,势必会面临更大的合规压力和舆论风险。

  公司治理的核心在于权力的有序传承与制度的有效运行。作为一家公众公司,凯利泰有责任尽快完成董事长的选举,并通过充分的信息披露,回应投资者的关切。无论新任董事长最终由谁出任,其遴选过程都应当以公司利益为重,避免因个别股东的私利影响公司治理结构的稳定。唯有如此,才能真正维护公司长远发展与中小股东的合法权益。

  来源:中新经纬

  4月17日,腾讯公司宣布将推出“外贸新征程助跑计划”等一系列扶持举措,为外贸企业拓宽国内外市场搭桥铺路。

  具体来看,腾讯将通过开店绿色通道、新商激励、流量扶持、费率优惠、专项补贴等十项措施,预计通过小程序、微信小店、数字化线下门店等商业生态,为广大外贸企业新增1000亿销售规模。

  据中新经纬不完全统计,除腾讯外,最近半个月,阿里、抖音集团、美团、京东、滴滴、拼多多、百度等多家企业也陆续宣布将采取多项措施全力促就业、支持外贸企业转内销。

  抖音推出“外贸优品专项扶持计划”

  4月16日,抖音集团启动外贸优品专项扶持计划,整合电商、生活服务等业务资源,通过开设入驻绿色通道、专项流量扶持、佣金减免降费、免息贷款助力周转等措施,帮助外贸商家降低经营成本、拓展国内市场。

  抖音方面表示,为帮助商家更好地提升经营能力,还将设立“外贸新商家成长与权益”专区,商家完成简单成长经营类任务即可获得最高10000元流量券激励。

  阿里系多项举措支持外贸商家开拓市场

  中新经纬获悉,4月15日,阿里国际站已发起专项行动帮扶遇到困难的中小外贸商家,4月以来已派出数千名小二,奔赴全国外贸产业带。

  同时,阿里方面表示,目前国际站已开启专属流量通道,定向为拓展新市场的商家提供流量倾斜,对接更广阔的全球客户。

  同日,淘宝天猫也启动“外贸精选”专项,计划面向至少1万家外贸商家、10万款外贸货源,通过“快捷入驻、流量和佣金激励扶持、半托管服务、小二本地化指导、外贸周营销专场、天猫超市直采”六大举措,助力外贸商家快速“外转内”。

  此外,盒马方面也表示,已正式开放绿色通道,欢迎广大中国外贸供应商入驻,助力中国优质的外贸企业开拓国内市场。

  百度AI优先扶持100万家企业出口转内销

  4月12日,百度宣布将利用AI技术和平台流量优先扶持100万家企业出口转内销,开拓国内市场。

  在数字人直播层面,百度计划助力100万家企业免费数字人直播,同时安排专业技术和交付团队助力各外贸商家在各大平台低门槛实现直播带货。在电商商家运营层面,将针对外贸商家再加码佣金补贴、增设亿级流量池、设立外贸专区、实行IP扶持等四大专项政策。

  美团5项举措支持外贸企业开拓国内市场

  4月12日,美团发文称,为帮助具备优质供应链和产品品质的外贸企业快速开拓国内市场,美团已成立专项,在“商家入驻、经营扶持、品牌打造”等方面开设绿色通道,全力支持外贸商品上线美团各业务。

  美团方面表示,本次共推出5项举措,包括美团小象超市将为外贸优品打造专区,携手优质外贸企业打造“外贸优品”特卖专区,美团闪购为外贸企业设立采销交易专区,在出口省区召开供应商见面会,与外贸企业建立产销对接渠道等。

  京东设立2000亿专项采购资金

  4月11日,京东宣布将推出2000亿出口转内销扶持计划,未来一年内,京东将大规模采购不低于2000亿出口转内销商品,帮助外贸企业快速开拓国内市场。

  京东表示,很多“出海”多年的外贸企业都具备优秀的生产能力,产品品质过硬。但在出口转内销的过程中,存在不熟悉国内市场、缺乏运营经验等挑战。京东表示,针对外贸企业的痛点和需求,京东将对扶持外贸企业做好规划布局,在各地开展多种形式的招商对接。

  拼多多推出“千亿扶持”计划

  4月3日,拼多多宣布推出“千亿扶持”计划,未来三年内拟投入资金、流量等资源超过1000亿元,加码高质量电商生态建设。此外,“千亿扶持”计划还将加大对跨境中小商家的补贴力度,有针对性地帮助跨境商家稳定生产,降本增效,应对“出海”风险。

  拼多多集团执行董事、联席CEO赵佳臻此前称,“我们有决心担负起平台商家转型发展的成本与风险,也有足够的战略定力应对外部市场环境的不确定性,我们会优先保障中小制造业的稳定发展和健康利润。”

  滴滴宣布投入20亿稳就业促消费

  4月12日,滴滴宣布2025年将追加投入20亿元专项资金,聚焦“稳就业促消费”以及助力制造业“走出去”。滴滴方面表示,期中10亿元将通过增加补贴、优化收入和权益保障等举措,帮助出口重点区域的新增司机群体实现顺利过渡,另外10亿元用于乘客补贴。

  此外,滴滴还计划于2030年前在墨西哥市场引入10万辆国产电动车,协同建设1万个国产公共充电桩,助力中国新能源产业走向全球。

 

  据媒体报道,4月份以来,我国银行业迎来新一轮存款利率调整。中小银行密集下调中长期存款利率,降幅在5个基点至170个基点不等。不少银行定期存款利率已跌破2%。在市场利率持续下行的背景下,2%以上利率的存款产品越来越稀缺,成为“限量版”。

  界面新闻了解到,4月以来,多地中小银行对存款利率进行了不同幅度的调整。

  广西巴马农商行公告称,4月16日起调整人民币存款挂牌利率。调整后,该行3年期、5年期存款利率均为2%,降幅达35个基点。

  北京地区一家平安银行网点将1年期、2年期、3年期定期存款利率分别调整为1.6%、1.7%、1.65%。其中,3年期定存产品利率下调幅度达到40基点,5年期定存产品处于停售状态。

  南京银行北京地区1年期、2年期、3年期、5年期定存利率分别降至1.85%、1.95%、2.2%、1.75%,起存金额为1万元。

  今年4月,江西江州农商行已先后两次调整了该行人民币存款挂牌利率。根据4月8日江西江州农商行发布的公告,自4月9日起,该行1年期、2年期、3年期、5年期定存挂牌利率分别降至1.50%、1.49%、1.48%、1.47%。其中,该行5年期存款利率较4月1日(上次调整日)下降38个基点。

  近年来,市场利率中枢下移,银行业也普遍面临净息差压力。

  国家金融监管总局最新数据显示,2024年四季度末商业银行净息差为1.52%,处于历史低位, 与此同时,上市银行净息差承压。 数据显示,已披露财报的20余家上市银行2024年平均净息差为1.65%,较2023年下降19BP。

  对此,多家银行在2024年年报中提到,将通过主动适应利率变化来稳定利息收入、多措并举拓宽非息收入来源等方式缓解息差压力。

  业内专家认为,银行密集调降存款利率一方面是为了压降负债端成本,缓解日益增加的息差压力;另一方面,今年年初,中国人民银行多次提及“择机降息降准”,银行下调存款利率也与宏观政策方向相契合。

  分析人士称,当前银行存款利率正处于下行通道,未来仍有进一步下调的空间。一方面,市场对降准、降息等政策的预期增强;另一方面,银行为了保持净息差水平,会继续采取灵活的资产负债配置策略。

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