截至发稿，巨星农牧市值为106亿元。 每经头条（nbdtoutiao）——烤肉店里洗头、西湖边开面包店、进军高端酒店……海底捞"不务正业"背 后：子品牌存活率不足50% 每经AI快讯，巨星农牧（SH 603477，收盘价：20.69元）9月5日晚间发布公告称，乐山巨星农牧股份有 限公司控股股东四川巨星企业集团有限公司持有公司股份数量约为1.52亿股，占公司总股本比例为 29.86%；巨星集团及其一致行动人合计持有公司股份数量约为1.52亿股，占公司总股本比例为29.87%。 截至本公告披露日，巨星集团累计质押股份数量约为9677万股，占其持股数量的63.54%；巨星集团及 其一致行动人累计质押股份数量约为9677万股，占其持股数量的63.51%。 2024年1至12月份，巨星农牧的营业收入构成为：养殖行业占比97.73%，皮革行业占比2.11%，其他业 务占比0.15%。 （记者 曾健辉） ...

Core Viewpoint - The year 2025 is critical for Construction Machinery (600984.SH) to maintain its fundamentals and initiate a "new game" amidst a challenging market environment [1] Industry Overview - The domestic tower crane rental market continues to face insufficient downstream demand due to reduced new construction area and low project commencement rates, leading to low equipment utilization and rental prices [2][4] - Industry insiders predict that 2025 will be a bottoming year for the tower crane market, with a potential upward turning point expected in 2026 [3][12] Company Performance - In the first half of 2025, Construction Machinery achieved a main business revenue of 1.112 billion yuan, with rental business revenue of 916 million yuan primarily from its subsidiary, Pangyuan Leasing [6] - Despite a contraction in performance scale, Pangyuan Leasing remains a leading enterprise in the domestic construction hoisting machinery rental sector, capable of meeting diverse engineering requirements [8] Market Dynamics - The industry is experiencing accelerated consolidation, with leading companies demonstrating stronger risk resistance due to their scale and resource advantages [5][9] - The overall profitability of the tower crane rental industry is declining due to intensified price competition, leading to the exit of many small rental companies and a concentration of market share among leading firms [9] Strategic Initiatives - Construction Machinery is actively expanding into overseas markets, with Pangyuan Leasing entering markets such as the Philippines, Malaysia, and Cambodia, achieving overseas revenue of 152 million yuan in 2024, a year-on-year increase of 158% [10] - The company is focusing on new infrastructure, industrial parks, and public facilities to counteract the shrinking demand in real estate, aligning its capabilities with the high requirements of these projects [17] New Business Development - The company is investing in the development of a joint venture focused on intelligent mining control systems and core components, aligning with national policies promoting coal mine automation [18][21] - The new business initiatives, including the development of a battery-powered, explosion-proof, trackless rubber-wheeled vehicle, are expected to address long-standing challenges in coal mining safety and environmental impact [17][19] Future Outlook - As the traditional engineering machinery industry recovers, Construction Machinery is positioned to exhibit strong performance elasticity, while its new business segments may open new growth avenues [21]

Group 1 - The three major indices opened mixed on September 5, with the defense and military industry sector showing an upward trend. The aerospace ETF (159227) opened lower but rose by 0.09% as of 10:02, with stocks like Huatai Technology, AVIC Shenyang Aircraft, and Zhong无人机 increasing in value. Conversely, Changcheng Military Industry faced two consecutive days of trading limits, with Inner Mongolia First Machinery and Construction Industry experiencing significant declines [1] - The aerospace ETF (159227) has seen a continuous net inflow of funds over the past six days, totaling over 387 million yuan, with a current scale of 1.229 billion yuan, maintaining its position as the leader in its category [1] - The global military industry is entering a new cycle driven by three major trends: the historical turning point in global economic and social development, the prevalence of de-globalization and trade conflicts, and the emphasis on localizing and securing supply chains amid frequent geopolitical conflicts [1] Group 2 - Guojin Securities believes that China’s weaponry is expected to increase its market share in military trade, marking a significant moment for the Chinese military industry [1] - The aerospace ETF (159227) tracks the Guozheng Aerospace Index, which has a high concentration covering core companies in the Chinese military industry, including large aircraft and low-altitude economy sectors. The military industry accounts for 97.96% of the index, with a higher focus on aerospace equipment compared to other indices, emphasizing the importance of air and space power in modern warfare [1]

每经AI快讯，9月5日，长飞光纤公告，股东DrakaComteqB.V.于2025年9月4日通过香港联交所大宗交易 方式减持了3759.53万股H股股份，占公司总股本的5.00%，减持后持股比例从10.00%降至5.00%。此次 变动不涉及A股股份，且变动股份无任何权利限制。未来12个月内，信息披露义务人暂无增加持股计 划，但不排除进一步减少持股的可能性。 （文章来源：每日经济新闻） ...

Group 1 - Domestic pharmaceutical companies are experiencing a boost in market confidence as the value reassessment of Chinese innovative drug projects has begun in overseas transactions [1] - Heng Rui Medicine announced an exclusive licensing agreement with Braveheart Bio for an upfront payment of $65 million, with potential milestone payments reaching up to $1.013 billion related to clinical development and sales, along with corresponding sales royalties [1] - As of the end of August, the number of license-out transactions for domestic innovative drugs reached 83, a year-on-year increase of 57%, with a total disclosed amount of $84.531 billion, reflecting a year-on-year growth of 185% [1] Group 2 - The World Conference on Lung Cancer (WCLC) will take place from September 6 to 9 in Barcelona, Spain, where several leading innovative drug companies will unveil significant new products, providing more development opportunities and market attention for innovative drug enterprises [1] - The European Society for Medical Oncology (ESMO), one of the top three global oncology conferences, will be held in mid-October in Berlin, focusing on cutting-edge advancements in oncology, treatment strategies, and new drug development, with many Chinese pharmaceutical companies participating [2]

香港证监会发文截图 每日经济新闻消息，近日，香港证监会披露，瑞银集团（UBS AG）前副总监孙健荣因以"协助跨境汇 款"为名私吞内地客户逾1.3亿港元资金并大肆挥霍，已被裁定洗钱罪及藐视法庭罪成立，合计判处十年六 个月监禁；香港证监会同时宣布，终身禁止孙健荣重投金融业界。 瑞银前高管私吞客户上亿元 在伦敦买楼，还登记了6辆豪车 受害人系南京卖淫团伙头目 值得注意的是，判决书显示，本案受害人、原告于全利与妻子楼小洁并非普通人。香港法院在判决书中明 确指出，于全利用于转账的1.3亿元"极可能来自有组织的非法卖淫活动"，而孙健荣作为专业金融顾问，对 资金非法性"应当知情"。 判决书提到，孙健荣在陈述中表示，于氏夫妇利用他洗钱并逃避内地外汇管制。孙健荣曾读到过一篇报 道，报道称于全利在南京经营一个卖淫团伙。于全利于2019年被捕，因此未能出席香港的庭审，只能通过 书面证词参与孙健荣案的庭审。 判决书显示，本案的原告为于全利及楼小洁，二人为夫妻关系（下称于氏夫妇），也就是孙健荣的客户。 2016年11月至2018年2月间，按照孙健荣通过微信发来的账户信息，于全利指示会计人员分37次、跨越14 个不同日期，将1.3亿元人 ...

Group 1 - The core viewpoint of the article highlights the significant rise in the Communication ETF (515880), which surged by 7.6% with active trading, exceeding a transaction volume of 2.3 billion yuan [1] - Continuous capital inflow into the Communication ETF has been noted, with a net inflow of over 3.8 billion yuan in the last five days and over 5.3 billion yuan in the last ten days, bringing the current scale to over 11.4 billion yuan, ranking first among its peers [1] - The Communication ETF (515880) has a nearly 50% allocation in optical modules, and the combined allocation of "optical modules + servers + optical fibers + copper connections" exceeds 75%, indicating a strategic focus on core computing engines [1] Group 2 - Investors without stock accounts are encouraged to consider the Communication ETF linked funds (Link A: 007817; Link C: 007818) as an alternative investment option [1]

桃李面包 后续宣发正式由我们年轻人接管 批评我们都接受,反思也在进行中,态度端正,挨 打立正 (有一说一,五仁蛋月烧真的挺好吃的,别迁怒它 (83) 关注 我们文案翻车了,全是领导的责任! 确实是领导拍的板,这个锅只能他来背 在此鞠躬道歉,他现在正在接受"现实毒打" 从今天起 !! #桃李面包称广告语的锅领导背#【#桃李面包再就广告语致歉# : 后续宣发由年轻人接管】针对桃李面 包"桃李蛋月烧"月饼电梯广告争议，9月5日，桃李面包官方账号发文表示，"确实是领导拍的板，这个 锅只能他来背，在此鞠躬道歉，他现在正在接受'现实毒打'。从今天起，后续宣发正式由我们年轻人接 管。批评我们都接受，反思也在进行中，态度端正，挨打立正。"（界面，泽塔）#桃李面包广告 没饱 尝过生活的毒打# #桃李面包 0 2 2 2 2 2 2 1 1 1 1 2小时前 辽宁 ...

9月5日，据华为终端官方微博：全新问界M7开启预订，预售价28.8万元起，即刻起至9月23日，预订全新问界M7可享2000元意向金抵5000元购车尾款权 益。 据鸿蒙智行消息，全新问界M7预售1小时小订突破10万台。"问界M7预订火爆致服务器崩溃"相关词条火速登上热搜榜。 有网友在余承东微博下称"华为商城预订页面都崩了，是太多人进去买了吗？" 据了解，全新一代问界M7包含Pro+、Max和Ultra三种版本，增程售价28.88万元、32.8万元和34.8万元，纯电售价32.8万元、34.98万元和36.98万元。 另外，全新问界M7搭载华为ADS 4智能驾驶辅助系统，首搭舱内激光视觉方案。全新问界M7将于9月23日在深圳正式发布。 近日，赛力斯发布2025年半年报，上半年归属于上市公司股东的净利润29.41亿元，同比增长81.03%。 2025年1月—6月，赛力斯新能源汽车销量达172,108 辆。 赛力斯称，高端智能电动汽车销量的显著增长，带动了公司利润大幅提升，这一成绩得益于问界的产品力和交付能力。 据悉，2025年上半年，问界系列新品持续迭代升级，问界新M5 Ultra、问界M9 2025款、问界M8相 ...

Core Viewpoint - The A-share market experienced a significant rally on September 5, 2025, with the Shanghai Composite Index rising 1.24% to reclaim the 3800-point mark, driven primarily by the strong performance of the new energy sector, particularly solid-state battery stocks [2][4][6]. Group 1: New Energy Sector Performance - The new energy sector, led by CATL, saw a robust increase, with CATL's stock rising by 6.93% and a total trading volume of 22.44 billion yuan [2][4]. - The solid-state battery segment gained attention, with EVE Energy's stock surging over 16%, reaching a new high for the year [2][4]. - Recent technological breakthroughs in the solid-state battery field have been reported, with CATL announcing that key scientific issues have been resolved and small-scale production is expected by 2027 [4][6]. Group 2: Market Dynamics and Trends - The market has shifted from a focus on AI stocks like Cambricon to a dual focus on both new energy and AI sectors, indicating a potential change in market style [6][7]. - Analysts suggest that the current market rally is characterized by increased volatility and a need for short-term consolidation to maintain a healthy upward trend [6][7]. - The investment logic for the new energy sector is seen as favorable, with potential for recovery driven by new technologies and supportive policies, particularly in the solid-state battery space [7].