Mei Ri Jing Ji Xin Wen

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酷暑天债市遇冷 债牛行情要降温?专家详细解读
Mei Ri Jing Ji Xin Wen· 2025-08-18 14:45
Core Viewpoint - The bond market is experiencing a downturn despite a bullish stock market, with rising yields indicating a lack of interest in bonds compared to previous years [1][3][7]. Group 1: Market Performance - On August 18, the Shanghai Composite Index rose above 3700 points, while bond yields increased, with the 10-year government bond yield approaching 1.80% and the 30-year yield surpassing 2.0% [1]. - Since April, the stock market has seen significant gains, while bond yields have shifted from a downward trend to an upward one, particularly in long-term bonds [3][7]. Group 2: Factors Influencing Bond Market - The low coupon rates of bonds have diminished their attractiveness, leading to a lack of interest from institutional investors [4][5]. - Analysts suggest that the bond market's decline is influenced by multiple factors, including rising risk appetite due to stock market performance and improved economic expectations [3][4]. Group 3: Institutional Investment Dynamics - Insurance companies are increasingly seeking higher returns, with their average net investment yield dropping from 5.35% in 2017 to 3.6% in 2024, making bonds less appealing [5]. - The lack of incremental funds in the bond market is evident, as insurance and banking sectors have shifted their focus towards equities and long-term investments [5][8]. Group 4: Future Outlook - The long-term logic of the bond market remains tied to fundamental economic conditions, but short-term dynamics are shifting towards asset allocation strategies [7][8]. - Current market sentiment indicates a sensitivity to negative factors, with a potential for further declines unless there is a reversal in fundamental and monetary conditions [8].
立讯精密工业股份有限公司向港交所提交上市申请书
Mei Ri Jing Ji Xin Wen· 2025-08-18 14:45
每经AI快讯,8月18日,据港交所文件显示,立讯精密工业股份有限公司向港交所提交上市申请书。 (文章来源:每日经济新闻) ...
别人抢年轻人 《戏台》“宠了”中老年人
Mei Ri Jing Ji Xin Wen· 2025-08-18 14:45
暑期档影片类型各异,有《长安的荔枝》《浪浪山小妖怪》等聚焦职场、瞄准年轻受众的影片,也有讲 述传统文化故事的《戏台》。"其他电影在争夺30岁以下、30岁到40岁的观众,而对于《戏台》,五六 十岁的观众会一直来。中老年人也有精神需求,他们不只是喜欢旅游、踢毽子和广场舞。"陈大愚说 道。 电影《戏台》上映25天斩获3.95亿元票房,豆瓣14.6万名观众给出8.0分的平均分。这部影片没有流量明 星加持,也无大IP(知识产权)背书,全凭扎实剧本与严密结构突围。更引人注目的是,暌违大银幕30 余年的陈佩斯,以导演兼领衔主演的身份回归。而当观众走进影院,他的儿子,即"徐明礼"的饰演者陈 大愚,也逐渐被大家熟知。 (文章来源:每日经济新闻) "《戏台》最特别的,是让很多很少进影院的老年人坐了进来。"一次外地路演让陈大愚印象极深:散场 时,年轻人对着手机琢磨着怎么评论,老年观众却互相搀扶着说"慢点,我扶你起来"。"这一幕太触动 我了,年轻人不会有这样的举动。" 近日,他接受了《每日经济新闻》记者的专访,分享了影片背后的故事。 ...
英国10年期收益率上涨3个基点至4.73%
Mei Ri Jing Ji Xin Wen· 2025-08-18 14:29
(文章来源:每日经济新闻) 每经AI快讯,8月18日,英国10年期收益率上涨3个基点至4.73%,创5月以来最高水平。 ...
七鲜MALL、京东折扣超市首战告捷 刘强东用“供应链”重拳打开线下新战场
Mei Ri Jing Ji Xin Wen· 2025-08-18 14:21
Core Insights - JD.com is expanding its offline retail presence with the launch of new formats such as the Seven Fresh Food MALL and discount supermarkets, aiming to leverage its supply chain expertise in physical retail [2][3][9] Group 1: Seven Fresh Food MALL - The first Seven Fresh Food MALL opened two months ago, with CEO Xu Ran personally overseeing operations, indicating a strong commitment to this new retail format [2] - Since its opening, foot traffic has increased over three times, with a near 100% purchase rate, suggesting high consumer engagement [2] - The MALL plans to expand its delivery service with a new model called "cross-store selection, one order delivery," which allows customers to order from multiple stores in a single delivery [4][5] Group 2: Discount Supermarkets - JD.com opened its first large discount supermarket, attracting over 100,000 customers within two days, showcasing strong initial demand [3] - The discount supermarket features over 5,000 SKUs, focusing on fresh food and daily necessities, and is approximately 3 to 4 times larger than typical stores in the industry [8] - The supermarket's strategy includes direct sourcing from producers and factories to minimize costs and offer competitive pricing [8] Group 3: Supply Chain Integration - JD.com emphasizes that its delivery service is fundamentally about enhancing its supply chain, differentiating its model from competitors like Meituan [6] - The integration of supply chain logistics allows for efficient delivery of fresh produce and other goods, reducing inventory pressure for merchants [6] - The company is exploring synergies between its various retail formats, indicating a strategic approach to resource utilization [6] Group 4: Market Strategy and Future Plans - JD.com is actively pursuing a nationwide expansion of the Seven Fresh Food MALL, with plans to open multiple locations in cities like Beijing and Xi'an [5] - The company aims to create a seamless online and offline shopping experience, recognizing the importance of physical stores in reaching diverse consumer demographics [10] - Analysts suggest that JD.com's focus on offline retail is a response to the saturation of online markets, with a belief that physical stores can enhance customer engagement and sales [10]
恒力石化:预计2025年上半年净利润为30.5亿元左右
Mei Ri Jing Ji Xin Wen· 2025-08-18 14:01
Core Viewpoint - Hengli Petrochemical expects a net profit of approximately 3.05 billion yuan for the first half of 2025, representing a decrease of about 968 million yuan or a year-on-year decline of approximately 24.09% [2] Industry Summary - The overall demand for petrochemicals in China continued to show a weak recovery trend in the first half of this year, following the pattern from the second half of last year [2] - The aromatic and oil product industry chains experienced a significant decline in profitability compared to the same period last year, while the olefins, PTA, and downstream polyester new materials industry chains maintained relatively stable profitability [2] - International oil prices experienced significant volatility in the second quarter due to global geopolitical and tariff events, posing challenges to the company's operational stability and raw material cost inventory management [2]
诺瓦星云:目前已成功将AI技术应用于部分产品中,为用户呈现更优的画质体验
Mei Ri Jing Ji Xin Wen· 2025-08-18 14:00
Group 1 - The company is actively exploring the application of AI technology in the video display control industry, recognizing it as a new development opportunity [2] - The company has successfully integrated AI technology into some of its products through independent research and development, enhancing the visual experience for users [2] - The company is committed to continuously exploring AI applications to provide superior product experiences and promote the development of the video display control industry [2]
专访联合国前副秘书长索尔海姆:绿色领域应避免加征更多关税 希望中国企业在全球加大投资
Mei Ri Jing Ji Xin Wen· 2025-08-18 14:00
Core Viewpoint - Eric Solheim emphasizes the significant progress China has made in ecological civilization and green development, positioning it as a leader in global climate governance and sustainable practices [1][4][10]. Group 1: China's Green Development Policies - China has consistently highlighted the importance of balancing ecological protection with economic development, marking a shift from reliance on fossil fuels to sustainable energy sources [4][5]. - The country has made substantial improvements in air quality and water quality, showcasing a successful transformation driven by the philosophy of nurturing the natural environment to promote economic growth [5][6]. - China is now a leader in various green technologies and has established a comprehensive national park system to protect endangered species, indicating its advancement in green development [6][10]. Group 2: Global Green Transition - The global shift towards green energy is unstoppable, with countries like China, South Korea, and Japan continuing to invest in renewable energy despite the U.S. withdrawing from the Paris Agreement [7][10]. - Solar energy has become one of the lowest-cost energy sources globally, and transitioning to solar not only saves costs but also enhances energy security for nations [9][12]. - The U.S. exit from climate cooperation may create challenges, but it primarily affects the U.S. itself, as other nations will continue to pursue green initiatives [8][10]. Group 3: China and Global Climate Leadership - China is positioned to fill the leadership void left by the U.S. in climate cooperation, with a focus on increasing investments in renewable energy technologies globally [10][11]. - The collaboration between China and Europe is seen as crucial for leading global climate action, especially in engaging developing countries [10][11]. - The importance of avoiding additional tariffs on green technologies is highlighted, as such measures could hinder the progress of the green transition [13][14].
智飞生物:公司自主研发项目34项,其中处于临床试验及申请注册阶段的项目20项
Mei Ri Jing Ji Xin Wen· 2025-08-18 13:53
Group 1 - The company is focusing on a dual-driven development strategy of "technology & market" [2] - The company has 34 independent research and development projects, with 20 projects currently in clinical trials or registration application stages [2] - Investors are inquiring about the company's potential development of a cure for AIDS [2]