每经AI快讯，9月5日，富时中国A50指数期货涨幅扩大至超1%。 每日经济新闻 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com （责任编辑：张晓波 ） ...

每经AI快讯，9月5日，港股午间收盘，恒指报25212.85点，涨0.62%；恒生科技指数报5624.75点，涨 0.82%。黄金及贵金属、一般金属及矿石板块活跃，保险、农业、信息科技器材板块走弱。 ...

Group 1 - The company Baisheng Intelligent (SZ 301083) announced the resignation of its Deputy General Manager and Board Secretary, Huang Lijun, due to personal reasons, effective immediately upon delivery of the resignation to the board [1] - For the first half of 2025, Baisheng Intelligent's revenue composition shows that the security industry accounts for 97.03% of total revenue, while other businesses contribute 2.97% [1] Group 2 - The article discusses Haidilao's expansion into various unrelated sectors, such as opening a bakery by West Lake and entering the high-end hotel market, highlighting that the survival rate of its sub-brands is below 50% [1]

Group 1 - The core point of the article is that Yuegui Co., Ltd. announced the establishment of a wholly-owned subsidiary, Guangdong Yuegui Jingyuan Mining Co., Ltd., with a registered capital of 100 million RMB to support its strategic transformation and operational needs [1] - The board meeting of Guangxi Yuegui Guangye Holdings Co., Ltd. took place on September 4, 2025, where the investment proposal was approved [1] - For the first half of 2025, the revenue composition of Yuegui Co., Ltd. was as follows: mining industry accounted for 39.59%, sugar production for 21.46%, paper industry for 14.59%, chemical industry for 13.66%, and other sectors for 9.72% [1]

在A股科技板块风起云涌的浪潮中，"易中天"这一组合正成为投资者瞩目的焦点。不过，这里的"易中 天"并非指知名学者易中天教授，而是代表了光模块领域的三家龙头企业：新易盛（易）、中际旭创 （中）和天孚通信（天）。其中，新易盛作为"易中天"阵营中的领头羊，其表现尤为抢眼。 2025年9月初，光模块龙头企业新易盛（300502.SZ）以其亮眼的半年业绩再度成为市场焦点。2025年上 半年，公司营收突破百亿达到104.37亿元，几乎是去年同期的4倍；归母净利润39.42亿元，同比增长 355.68%。 但在光鲜的业绩背后，其重要股东却在持续减持。根据新易盛半年报披露，曾经的第三大股东LO JEFFREY CHIH现已降为第四大股东，其已经连续11个季度减持，而2023年以来新易盛的高管也频繁减 持。虽然新易盛业绩亮眼且有多个机构看好，但其股价近期却表现出了高位放量下跌的态势。 重要股东连续减持 LO JEFFREY CHIH作为新易盛的前任董事（2020年卸任），自2022年第四季度以来，已经连续11个季 度减持公司股份，其持股比例也从2022年三季度末的4.98%降至今年二季度末的2.5%。 根据半年报披露，曾经的第 ...

Core Viewpoint - The "Yizhongtian" combination, representing three leading companies in the optical module sector—Xinyi Sheng (易中天), Zhongji Xuchuang (中), and Tianfu Communication (天)—is gaining attention from investors, with Xinyi Sheng standing out due to its impressive performance in the first half of 2025 [1]. Company Performance - Xinyi Sheng reported a revenue of 10.437 billion yuan in the first half of 2025, nearly four times that of the same period last year [1]. - The company's net profit attributable to shareholders reached 3.942 billion yuan, reflecting a year-on-year growth of 355.68% [1]. Shareholder Activity - Despite the strong performance, significant shareholders have been continuously reducing their stakes, with former third-largest shareholder LO JEFFREY CHIH dropping to the fourth position after 11 consecutive quarters of selling shares [1]. - Additionally, executives of Xinyi Sheng have also been frequently selling their shares since the beginning of 2023 [1]. Market Reaction - Although Xinyi Sheng's performance has attracted positive attention from various institutions, its stock price has recently shown a trend of high-volume decline from elevated levels [1].

每经编辑｜黄胜 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | 3778.95 | 12362.85 | 2872.91 | | +13.07 +0.35% | +244.15 +2.01% | +96.66 +3.48% | 9月5日，市场早盘震荡反弹，创业板指领涨。沪深两市半日成交额1.37万亿元，较上个交易日缩量2263亿元。盘面上热点集中在新能源赛道方向，个股涨多 跌少，沪深京超3900只个股上涨。 从板块来看，固态电池概念股再度爆发，天际股份等10余股涨停。光伏、风电概念股表现活跃，通润装备涨停。CPO概念股震荡反弹，腾景科技20CM涨 停。下跌方面，消费股展开调整，长白山等多股跌超5%。 板块方面，固态电池、光伏、风电、CPO等板块涨幅居前，旅游、保险、银行、白酒等板块跌幅居前。 截至收盘，沪指涨0.35%，深成指涨2.01%，创业板指涨3.48%。 | | 固态电池() | | | | --- | --- | --- | --- | | | 1235.62 4.66% | | | | 成分股 基金 | 资金 | 板块分析 | 新闻 | | ●展开分析 | ...

Group 1 - The core viewpoint of the news highlights the positive performance of the semiconductor materials and equipment sector, with the Shanghai Stock Exchange's Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index rising by 0.86% as of September 5 [1] - Notable individual stock performances include Tianyue Advanced rising by 5.71%, Helin Micro-Nano by 3.50%, and Huaxing Yuanchuang by 2.49%, indicating strong investor interest in these companies [1] - The Sci-Tech Semiconductor ETF (588170) has shown significant growth, with a recent price of 1.14 yuan, a 0.80% increase, and a trading volume of 13.1869 million yuan, reflecting robust liquidity [1] Group 2 - The recent announcement from Zhongwei Company regarding the launch of six new semiconductor equipment products, including two etching devices and four thin film deposition devices, signifies innovation in the sector [1] - According to Wukuang Securities, the demand for high-end photolithography, masks, advanced packaging materials, precursors, and third/fourth generation semiconductors is increasing due to the development of semiconductor technology and the needs of markets like renewable energy and AI, highlighting the strategic and commercial value of these products [1] - The Sci-Tech Semiconductor ETF (588170) and its linked funds focus on semiconductor equipment (59%) and materials (25%), indicating a strong emphasis on domestic substitution in these critical areas [2]

Group 1 - The core viewpoint of the news highlights the strong performance of the new energy sector, particularly in battery, energy storage, and photovoltaic industries, with the electric equipment index rising over 4% [1] - The consumption sector is experiencing a downturn, with tourism and food and beverage stocks declining, as evidenced by the food and beverage ETF (515170) dropping over 1% [1] - The tourism ETF (562510) also saw a decline of over 1%, with notable drops in stocks such as Tibet Tourism, Nanjing Commercial Travel, and Changbai Mountain [1] Group 2 - Data from Hanglv Zongheng indicates that domestic flight ticket bookings for the upcoming Mid-Autumn and National Day holidays have exceeded 2.08 million, representing a 23% increase in daily bookings compared to the same period last year [1] - International flight ticket bookings have surpassed 1 million, with a 17% increase in daily bookings compared to last year [1] - The trading activity in the tourism sector is expected to remain high as the long holidays approach, with previous major holidays showing a trend of increased per capita spending [1]

每经AI快讯，9月5日，日经指数期货开盘上涨325点，报42945点。 ...