木棉花的春天

Autoworkers add key Stellantis pickup truck plant to strikes_我的网站

A | K图 300059_0 　　8月21日晚间，东方财富、中泰证券、东北证券等券商披露半年报，均实现亮眼增长。其中，东方财富上半年实现净利80.64亿元，同比增长44.85%。
　　截至目前，证券板块共有13家公司披露了半年报。 The United Auto Workers union has once again escalated its strikes against big Detroit automakers, this time adding a factory that makes Ram pickup trucks for Stellantis.The union says that 6,800 members walked out Monday morning and shut down the Sterling Heights, Michigan, Assembly Plant, a huge profit center for the company.The newest strike action comes just three days after union President Shawn Fain reported progress in talks with General Motors and Stellantis but said the companies will have to make better offers. No progress was reported with Ford, which last week said it had the best offer of the three.The union went on strike Sept. 15 at one assembly plant from each company. About 40,800 workers are now on strike against all three automakers. The strikes, now in their sixth week, cover seven assembly plants and 38 parts warehouses. About 28% of the union's work force at the three company's are now on strike.General Motors, which increased its offer last week, and Ford were spared in the latest escalation. At first the union avoided striking at pickup and large SUV plants, which at all three produce vehicles that make the most money for the companies. But that changed two weeks ago when the UAW took out a giant Ford heavy-duty pickup and SUV plant in Louisville, Kentucky. In its statement, the union said that offers from Stellantis, formed in the 2021 merger of Fiat Chrysler and France's PSA Groupe, lag Ford and GM despite the automaker having the most revenue and highest profits of the three.Stellantis has the worst offer on cost of living raises, how fast workers move to the top of the pay scale, temporary worker pay, converting temps to full time, and other issues, the union said.By taking down the Stellantis factory, the union is signaling Ford and GM to improve their offers, Wedbush analyst Dan Ives said. Last week it appeared a deal might be in the works, but Fain said Friday that the companies will need to pay more.“It takes a potential deal that appeared on the table -- at least for now -- off of it,” Ives said, predicting the the union will announce new strike locations later this week. "There could be some tough talks ahead,” Ives said.On Friday, Fain said Stellantis and GM have made wage offers that matched Ford’s 23% over the life of a four year contract. But, speaking in his characteristic sharp tones, the union president insisted that the companies can go further.“We’ve got cards left to play, and they’ve got money left to spend,” Fain said.While Fain said the companies keep touting that they’ve made record offers to the UAW, he said they’re insufficient to make up for how much ground workers have lost during the past two decades. Each time the automakers make an offer, Fain said, they insist it’s the best they can do, only to return days later with a better offer.“What that should tell you,” Fain said, is that “there’s room to move.”。

B | 中信证券、国泰海通均以超200亿元的半年度净利润摘得冠亚军；东方财富、中信建投紧随其后，上半年净利均超75亿元。

C | 　　东方财富上半年大赚超80亿元　　半年报显示，今年上半年，“券茅”东方财富实现营业总收入105.05亿元，同比增长53.22%；归属于上市公司股东的净利润80.64亿元，同比增长44.85%。　　从业务结构来看，2026年上半年东方财富证券业务收入达82.26亿元，相比上年同期增长55.83%，营收占比高达78.3%；以天天基金为主体的金融电子商务服务板块在上半年实现收入20.85亿元，同比增长47.22%。

D | 　　从主要子公司维度来看，东方财富证券今年上半年实现营业总收入90.48亿元，净利润为59.89亿元；天天基金上半年营业总收入为21.02亿元，净利润为1.11亿元。　　半年报显示，受益于资本市场活跃度提升带来的基金销售回暖，报告期内，天天基金共上线164家公募基金管理人2.43万只基金产品，基金销售额为1.89万亿元，其中非货币型基金销售额为1.26万亿元，截至报告期末，天天基金非货币市场公募基金保有规模1.01万亿元，权益类基金保有规模5260亿元。　　今年上半年，东方财富推出了“妙想Claw”“Skill广场”等核心功能。从研发投入金额来看，上半年合计投入约5.40亿元，同比增长8.25%。　　中泰证券净利同比增长146%　　中泰证券、东北证券也在同日披露半年报。　　中泰证券半年报显示，2026年上半年，公司实现营业收入75.37亿元，同比增长46.3%；归母净利润17.52亿元，同比增长146.38%；基本每股收益0.21元。

E | 　　对于净利润的翻倍增长，中泰证券称，主要系公司财富管理、投资、资产管理、投资银行等业务收入实现同比增长所致。　　具体来看，今年上半年，中泰证券财富管理业务实现营业收入27.96亿元，同比增长41.99%。新增开户79.50万户，服务客户1147.27万户，管理客户资产1.77万亿元（不含未解禁限售股、OTC市值）；交易投顾业务累计服务客户26万余户，较上年末增长14.13%；齐富通APP月活697.36万（不含同花顺、大智慧等第三方APP）。　　资管业务方面，上半年实现营业收入14.75亿元，同比增长24.54%。其中，中泰资管资产管理规模936.43亿元；万家基金资产管理规模稳步提升，管理规模合计6486.33亿元。投资业务实现营业收入14.07亿元，同比增长114.09%；获批参与碳排放权交易业务资格，补齐绿色金融牌照短板。投行业务方面，实现营业收入3.72亿元，同比增长42.26%，完成股权项目6单。　　中泰证券同时公告，拟1亿元至2亿元回购股份，用于减少注册资本，回购价格不超过8.4元/股（含）。　　此外，东北证券在今年上半年实现营业收入26.47亿元，同比增长29.38%；归属于上市公司股东的净利润7.64亿元，同比增长77.49%；基本每股收益0.33元。　　13家券商业绩出炉　　Wind数据显示，截至目前，证券板块共有13家公司披露了2026年半年报，马太效应明显。今年上半年，中信证券、国泰海通分别以233.43亿元、202.60亿元的净利润排名第一、第二；东方财富、中信建投上半年净利均超75亿元。　　从利润增长情况来看，中泰证券、财达证券净利实现翻倍增长，中信证券、中信建投、兴业证券、东北证券上半年归母净利润均增逾六成。