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高澜股份:预计2025年净利润2350万-3050万元,同比扭亏为盈

高澜股份1月27日公告,预计2025年归母净利润2350万元-3050万元,上年同期亏损5032.21万元。业绩变动主要系电力行业景气度向好带动水冷产品交付量提升、大功率电力电子热管理产品收入及毛利率增长,以及联营企业东莞硅翔业绩增长带来投资收益增加。

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委代总统:拒绝外部干涉,希望通过改革成为石油生产大国

当地时间1月26日,委内瑞拉全国代表大会就油气改革相关法案举行公开磋商会议,代总统罗德里格斯出席会议并发表讲话指出,委内瑞拉拒绝任何外部干涉,将通过改革成为真正的石油生产大国。委内瑞拉代总统罗德里格斯说,我们希望通过此次改革,吸引大量国际投资和国内投资,因为一贯以来,我们始终向本国投资者和国内私营部门敞开大门。这些模式并行发展,相互汇合,目标只有一个,我们必须从“全球最大石油存储国”,转变为“真正的石油生产大国”。(央视新闻)

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扎哈罗娃:欧盟禁止进口俄天然气是放弃自身能源自由

欧盟1月26日正式通过关于逐步禁止从俄罗斯进口管道天然气和液化天然气的法规。根据该法规,欧盟将全面禁止从俄罗斯进口管道天然气和液化天然气。俄罗斯外交部发言人扎哈罗娃26日对俄媒表示,欧盟决定全面禁止进口俄天然气,实质上相当于放弃了自身在能源方面的自由,此举只会使其严重依赖另一个供应商,最终可能导致其沦为美国“可怜的奴隶”。近年来,欧盟从俄罗斯进口的天然气和石油均显著减少。公告显示,2025年,俄石油占欧盟石油进口总量比例已降至3%以下,但俄天然气仍约占欧盟进口总量的13%。同时,根据国际能源署的报道,2025年美国对欧液化天然气出口量暴增。(央视新闻)

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董军同俄罗斯国防部长视频通话

国防部长董军1月27日同俄罗斯国防部长别洛乌索夫视频通话。董军说,今年是中俄战略协作伙伴关系建立30周年和《中俄睦邻友好合作条约》签署25周年,中方愿同俄方一道,认真落实两国元首重要共识,加强战略协作,丰富合作内涵,完善交流机制,共同提升应对各类风险挑战的能力,携手为全球安全稳定注入正能量。别洛乌索夫说,俄方愿同中方加强两军战略磋商,深化联合行动、人员培训等领域务实合作,推动双方战略协作向更高水平迈进。(新华社)

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华兰疫苗:公司尚无预防尼帕病毒相关的疫苗产品

华兰疫苗1月27日发布公告,公司股票连续三个交易日收盘价格涨幅偏离值累计超过30%,属于股票交易异常波动情况。公司所处的行业为人用疫苗制造业,主要产品为四价流感病毒疫苗,该产品用于预防因流感病毒引发的流行性感冒,目前公司尚无预防尼帕病毒相关的疫苗产品。

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沪电股份业绩快报:2025年度归母净利润38.22亿元,同比增长47.74%

沪电股份1月27日发布2025年度业绩快报,受益于高速运算服务器、人工智能等新兴计算场景对印制电路板的结构性需求,依托平衡的产品布局以及深耕多年的中高阶产品与量产技术,2025年公司实现营业收入约189亿元,同比增长约42%;实现归属于母公司所有者的净利润约38.22亿元,同比增长约47.74%;实现归属于母公司所有者的扣除非经常性损益后的净利润约37.61亿元,同比增长约47.69%。报告期末,公司总资产约283亿元,较期初增长约33.40%;归属于母公司股东的所有者权益约151亿元,较期初增长约27.63%。

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Calls for a Boycott of the World Cup Grow

As the Trump Administration prepares for the U.S. to co-host the World Cup this summer, easing travel rules for sporting events amid otherwise tightening immigration policy, some members of the global soccer community are saying: “Stay away from the U.S.A.!”

That particular phrasing came from Mark Pieth, a Swiss attorney who chaired the Independent Governance Committee’s oversight of FIFA reform between 2011 and 2013, in an interview with Swiss newspaper Der Bund last week. But calls for a boycott of the world’s biggest international soccer competition have gained traction among other prominent soccer figures, lawmakers, and fans.

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The U.S. is co-hosting the tournament with Canada and Mexico from June 11 to July 19, with the final match set to take place at the MetLife Stadium in New Jersey.

On Monday, former FIFA President Sepp Blatter posted Pieth’s comment on X, adding “I think Mark Pieth is right to question this World Cup.” Blatter was suspended by FIFA in 2015 for a controversial $2 million payment to former French soccer player and president of the Union of European Football Associations (UEFA) Michel Platini; both men were later acquitted by Swiss courts of criminal charges related to the payment.

Critics have cited the Trump Administration’s violent immigration crackdown, which has resulted in the killing of two Americans by federal agents in Minneapolis; its expansionist foreign policy towards Greenland and Venezuela; travel bans; and broad-based tariffs on the rest of the world.

“What we are seeing domestically—the marginalization of political opponents, abuses by immigration services—doesn’t exactly encourage fans to go there,” Pieth said. “You’ll see it better on TV anyway. And upon arrival, fans should expect that if they don’t please the officials, they’ll be put straight on the next flight home. If they’re lucky.”

FIFA’s ties to Trump

Donald Trump’s fondness for what the rest of the world calls football has been bolstered by his love of flattery. FIFA President Gianni Infantino, whom Platini said earlier this month has “become more of an autocrat” who “likes the rich and powerful,” has been criticized for cozying up to the U.S. President.

Trump was met with boos when he remained centerstage as English team Chelsea lifted the FIFA Club World Cup trophy in New Jersey last July. Infantino had presented Trump with that very same trophy earlier that year, and in December awarded Trump with a newly created FIFA Peace Prize after the U.S. President lost out on the Nobel.

“This is your prize, this is your peace prize,” Infantino said. “There is also a beautiful medal for you that you can wear everywhere you want to go.”

Infantino also announced in July that FIFA opened an office in Trump Tower in New York City. And a replica of the World Cup trophy has been spotted in Trump’s Oval Office since 2018, the year that Infantino announced the U.S. would co-host the 2026 World Cup.

Calls for boycott

Trump’s preparations for the U.S. to host the tournament, including the formation of a federal task force last March and the creation of a fast-tracked visa system for ticket holders, has not fully assuaged international concern.

Oke Göttlich, a vice president of the German soccer federation, said in an interview last week with newspaper Hamburger Morgenpost that it was time to “seriously consider and discuss” a boycott. He compared the current situation to Olympic boycotts during the Cold War.

“What were the justifications for the boycotts of the Olympic Games in the 1980s?” Göttlich said. “By my reckoning, the potential threat is greater now than it was then. We need to have this discussion.”

European lawmakers have also raised concerns with the U.S. hosting the tournament, particularly amid Trump’s push to gain greater control of Greenland, which is currently an autonomous territory in the Kingdom of Denmark.

Earlier this month, German Member of Parliament Jürgen Hardt told tabloid Bild that Germany’s national football team might consider skipping the tournament “as a last resort” to bring Trump “to his senses.” The German team has historically been one of the top teams, having won four World Cups in 1954, 1974, 1990, and 2014. Another MP of the same center-right party, the Christian Democratic Union, Roderich Kiesewetter, echoed Hardt, telling newspaper Augsburger Allgemeine that considering Trump’s Greenland-related tariff threats, “I have a hard time imagining that European countries would take part in the World Cup.”

The German government said on Jan. 20 that the decision on whether or not to participate would be left up to the country’s soccer federation.

In the U.K., Conservative MP Simon Hoare said in an address to the House of Commons that the English, Scottish, and Welsh teams should consider boycotting the tournament in order to “embarrass” him. England and Scotland have already qualified for the World Cup, while Wales will compete in the qualification playoffs in March.

“We need to fight fire with fire,” Hoare said. 

Liberal Democrat MP Luke Taylor added, of Trump: “The only thing he responds to is his own pride.”

French MP Eric Coquerel, of the left-wing La France Insoumise, called on France to consider a boycott and suggested the tournament be moved out of the U.S. and instead played only in Canada and Mexico.

“Seriously, can we really imagine going to play the footie World Cup in a country that attacks its ‘neighbors,’ threatens to invade Greenland, undermines international law, wants to torpedo the UN,” Coquerel posted on X.

Some fans have also considered boycotting the event. A poll in Bild earlier this month found that 47% of around 1,000 German respondents said they would support a boycott if Trump moved to annex Greenland. Meanwhile, more than 150,000 people signed onto a petition in the Netherlands calling on the Dutch national team to boycott the event in protest of “aggressive U.S. military intervention.”

Many fans from around the world have little choice in the matter. The Trump Administration has announced a range of travel restrictions on dozens of countries, including Senegal, Ivory Coast, Iran, and Haiti, which all have qualifying teams.

“Qatar was too political for everyone, and now we’re completely apolitical?” Göttlich said, referring to the German national team’s protest of FIFA’s ban on pro-LGBTQ armbands.

“The life of a professional player is not worth more than the lives of countless people in various regions who are being directly or indirectly attacked or threatened by the World Cup host,” he added.

It would come as a surprise if any boycott takes hold, considering that uproar over human rights abuses in Qatar including what has been described as “modern slavery” of migrant workers did not translate into any large-scale or institutional action. All 32 federations that qualified for the 2022 World Cup participated. And while Russia was suspended from all FIFA and UEFA competitions after its invasion of Ukraine in 2022, calls since 2023 for Israel to be banned over its bombardment of Gaza have not been met.

France’s Sports Minister Marina Ferrari said as of now there is “no desire for a boycott of this great competition.”“Now, I will not anticipate what could happen,” she told reporters last week. “I am one who believes in keeping sport separate. The World Cup is an extremely important moment for those who love sport.”

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善择ESG风险跟踪第121期|91家公司暴露ESG风险,路桥信息虚增利润2名高管被采取3年市场禁入措施

南方周末中国企业社会责任研究中心

责任编辑:邹力

2026年1月第3周,91家上市公司曝光风险事件134起,风险指数102.80,其中治理风险占42.4%,环境风险占22.0%,社会风险占35.6%。路桥信息(837748)、中国建筑(601668)、永辉超市(601933)ESG风险级别达到Ⅲ级。路桥信息虚增利润2名高管被采取3年市场禁入措施、永辉超市分公司违反消防法被责令停业停产等重大风险事件值得关注。

1月16日,厦门路桥信息股份有限公司发布公告称,公司当日收到厦门证监局下发的《行政处罚决定书》。经调查发现,该公司在2023年和2024年期间,通过签订虚假合同、虚构业务往来等手段,累计虚增利润超过3700万元。具体来看,2023年虚增营业收入1583.60万元、利润1530.71万元,分别占当期披露数据的6.66%和73.57%;2024年虚增营业收入2576.40万元、利润2245.93万元,占比分别为10.71%和103.50%。

基于此,厦门证监局对路桥信息处以600万元罚款,并对包括时任董事长于征、董事兼总经理魏聪在内的8名责任人合计处罚1550万元。其中,于征和魏聪作为“直接负责的主管人员”,各自被罚款350万元,并被采取为期三年的证券市场禁入措施。

近年来,以沪深北三大交易所为代表的监管机构,通过持续细化、升级信息披露规则,为企业编织了一张日益严密的“规范之网”。一方面,规则的深度和广度显著扩展。证监会新修订的《上市公司信息披露管理办法》自2025年7月1日起施行,明确要求公司必须充分揭示可能影响其核心竞争力与未来的风险因素,这推动了信息披露从“陈述事实”到“揭示风险与影响”的深化。另一方面,监管的精准度和穿透力持续增强。2025年4月,三大交易所同步修订《股票上市规则》,其核心在于压实以董事、高管为核心的“关键少数”责任,细化了其忠实勤勉义务的内涵,并新增了对实际控制人作为“事实董事”的追责条款。

上述风险事件对企业可持续发展的核心警示在于:缺乏诚信根基的“发展”是虚幻且不可持续的。企业可持续发展的核心是长期价值的创造,这依赖于投资者、客户乃至社会的信任。路桥信息的造假行为,本质上是用欺诈手段虚构了一个“盈利”和“增长”的幻象,严重扭曲了市场资源配置,也彻底背离了可持续发展的本质。这种为追求短期业绩指标而牺牲长远诚信的行为,最终将导致企业信用破产,融资渠道收窄,甚至被负责任的资本长期摒弃。

校对:赵立宇

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欧洲资管巨头东方汇理:去美元化浪潮下黄金还有上涨空间

欧洲资管巨头东方汇理资产管理公司1月27日称,随着美国与其他国家日渐疏远,促使许多投资者减持美元资产并转投黄金,金价有望继续上涨。东方汇理首席投资官Vincent Mortier表示,美国的巨额赤字和美联储未来政策的不确定性,也是推动资金转向黄金、远离美元的原因之一。Mortier表示,黄金的多数需求来自机构投资者,例如央行和主权财富基金。Mortier称,目前尚无充分理由投资其他主要货币。

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东材科技:公司实际控制人、副董事长被留置

东材科技1月27日公告,公司1月27日收到高金技术产业集团有限公司通知,高金集团于近日收到四川省监察委员会签发的关于公司实际控制人、副董事长熊海涛女士被留置、立案调查的通知书。截至本公告披露日,公司未被要求协助调查。公司其他董事和高级管理人员均正常履职,董事会运作正常,生产经营管理情况正常,上述事项不会对公司正常生产经营产生重大影响。

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特朗普同意撤离部分人员 缓解移民执法引发反弹

两名美国公民在移民执法行动中遭枪杀,结果引发大规模示威。图为在明尼阿波利斯郊区的枫树林镇,执法人员星期一逮捕两名抗议者。 (法新社)

(明尼阿波利斯综合电)美国总统特朗普星期一同意撤离部分联邦执法人员,以缓和两名美国公民在移民执法行动中遭枪杀所引发的大规模示威。

特朗普星期一(1月26日)与明尼苏达州州长沃尔兹,以及明尼阿波利斯市长弗雷通话,并在通话后释放出较为积极的态度。

沃尔兹办公室说,双方进行了“一次富有成效的通话”,特朗普表明将考虑减少该州的移民执法人员数量,并同意指示国土安全部,确保州政府能够就近期的枪击事件展开调查。

弗雷也在社媒发文说 ,部分联邦特工将于星期二开始离开撤离。

美国高官证实,引发争议的边境巡逻队指挥官博维诺,将与部分联邦人员撤离明尼阿波利斯,而边境事务总管霍曼则将接手监督当地行动。特朗普早前下令向该市派驻约3000名执法人员。

由于移民行动引发反弹,民众对特朗普移民执法政策的支持,已降至他重返白宫以来的最低水平。路透社/益普索的最新民调显示,只有39%的美国人赞同特朗普的移民政策;约58%认为移民打击行动过于严厉。

对此,共和党籍州长热门候选人马德尔(Chris Madel)星期一宣布退选,称这场打击行动已经走得太远,使共和党不可能赢得选举。“我无法支持全国共和党人宣称要对我们州的公民进行报复,也无法再将自己视为这样的政党一员。”

白宫新闻秘书莱维特星期一解释,特朗普并不希望看到有人受到伤害,美国国土安全部和联邦调查局正在调查枪击事件,移民与海关执法局也在进行“内部审查”。

她把矛头指向民主党,称悲剧的发生源于明尼苏达州民主党领导人的“蓄意和敌对抵抗”,并指责他们散布关于联邦执法人员的虚假信息。

另一方面,参议院民主党议员表明如果新的644亿美元(约817亿新元)国土安全部法案中,没有对移民执法制定新的限制措施,他们不会支持通过法案,并要求把这项法案从一揽子拨款法案中剥离。现有的资金将于星期五(30日)午夜过后到期,参众两院原本应在期限前通过包括国防、医疗、交通、教育、住房和国安六个领域的拨款法案。

如果没有民主党的支持,意味着联邦政府可能在时隔三个月后再次停摆。

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