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三大指数涨跌不一,热门板块多数回调,成交缩量明显
Qi Lu Wan Bao Wang· 2025-08-26 09:19
板块方面,游戏板块早盘冲高,三七互娱(002555)涨停;国产软件概念股集体发力,国产软件指数创出近10年新高,开普云、正元智慧(300645)、 君逸数码(301172)录得20%涨停,天润科技、航天宏图等涨超10%;而稀土永磁、CRO/CMO、国防军工等前期热门板块早盘已显现回调态势。临近午 盘,市场情绪有所回暖,三大指数一度翻红,截至午间收盘,沪指涨0.11%,深成指涨 0.73%,创业板指涨 0.21%。 快速跳水后震荡,消费电子板块发力 8月26日,A股三大指数涨跌不一,成交额较前一交易日明显缩量,板块轮动加快,热门题材多数回调。截至收盘,上证指数跌0.39%,深证成指涨 0.26%,创业板指跌0.76%,北证50跌0.76%,科创50指数跌1.31%。沪深两市成交额约26790亿元,较前一交易日缩量4621亿元,沪深京三市成交额27098 亿元,缩量4671亿元;全市场超2800只个股上涨,近2500只个股下跌,90只个股涨停,8只个股跌停。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 0000 ...
牛市还能走多远?股海浮沉尽显股民众生相
Qi Lu Wan Bao Wang· 2025-08-26 08:52
在政策利好频出、资金加速涌入、产业蓬勃发展等因素的协同推动下,A股市场近期走势强劲。上证指 数接连刷新近十年新高,彰显出市场的活力与潜力。8月25日,A股延续活跃态势,三大指数同步上 扬,沪深两市成交额达31411.37亿元 ,交投氛围热烈。然而到了8月26日,市场全天震荡调整,三大指 数涨跌不一,成交额2.68万亿,较上个交易日缩量4621亿,显示出市场多空双方的分歧。 股海起伏间,尽显众生百态。老股民们回顾往昔牛熊,在贪婪与恐惧间徘徊不定。有人精准抓住机遇, 资产迅速膨胀;有人则在市场的大幅波动中,选择谨慎观望。 60后股民孙先生 买入三个月开始"阴跌" 再好的行情也不满仓 2007年,因赋闲在家,又恰逢开户免费,时年43岁的孙先生踏入了股市。彼时A股正处于5000多点的高 位,牛市的狂热弥漫在市场的每一个角落。怀着对财富的憧憬,孙先生开了户。"唉,谁也没有想到, 仅仅3个月后,市场便开启了漫长的阴跌之路,最终跌至2500多点。"提起往事,孙先生仍五味杂陈。因 不甘心亏损而未割肉,他从此开启了与股市的漫长博弈。 2008年的全球金融危机,让本就低迷的股市雪上加霜。市场一蹶不振,孙先生的资产也在不断缩水。这 ...
品牌集聚效应凸显,齐鲁农超擦亮山东好品新名片
Qi Lu Wan Bao Wang· 2025-08-26 08:52
Core Viewpoint - "Qilu Nongchao" has emerged as a significant force in promoting Shandong's transition from an "agricultural province" to an "agricultural strong province" through regional agricultural public branding and resource integration [1] Group 1: Regional Brand Development - Farmers in Anqiu have benefited from regional brand construction, leading to increased income and market visibility for their products [2] - "Qilu Nongchao" has facilitated the promotion of various agricultural products from Anqiu, such as ginger and strawberries, enhancing their market reach [2][3] - The platform provides comprehensive services from harvesting to packaging, ensuring quality and brand recognition [2] Group 2: E-commerce and Market Expansion - "Qilu Nongchao" has transformed local specialties into national consumer choices through online promotions and live selling events [3] - The platform's efforts have resulted in significant sales growth for local products, with expectations for continued increases by 2025 [3] Group 3: Brand Experience and Consumer Engagement - The establishment of brand pavilions within the "Qilu Nongchao" platform has created a rich agricultural brand experience for consumers [7][9] - These pavilions serve as both sales platforms and promotional venues, enhancing brand visibility and consumer recognition [9] Group 4: Support for Small and Medium Brands - "Qilu Nongchao" has provided opportunities for lesser-known brands like Jin Feng Live Pearl and Linqu Foie Gras to gain market exposure and grow their consumer base [10][11] - The platform's support for small and medium brands is crucial for diversifying the agricultural market and enhancing overall brand recognition [11] Group 5: Future Initiatives and Goals - "Qilu Nongchao" plans to host events to further promote high-quality agricultural products and showcase the achievements of Shandong's rural revitalization strategy [11]
东阿金融监管支局“三度”发力,为小微企业融资破冰赋能
Qi Lu Wan Bao Wang· 2025-08-26 08:49
Group 1 - The establishment of a financing coordination mechanism for small and micro enterprises in Dong'a County has achieved phased results, with a loan balance of 5.78 billion yuan for inclusive small and micro enterprises, reflecting a growth of 9.93% compared to the beginning of the year, which is 6.42 percentage points higher than the growth rate of various loans [1] - The "second visit" initiative by the Dong'a Financial Regulatory Bureau has effectively addressed the financing challenges faced by enterprises, exemplified by the case of Shandong Dong'a Jiyun Ejiao Pharmaceutical Co., which received a 5 million yuan loan after a thorough investigation of its complex network [2] - The Dong'a Financial Regulatory Bureau has implemented a closed-loop service model through "thousand enterprises and ten thousand households visits," resulting in visits to 19,946 market entities, with 4,841 enterprises receiving credit totaling 7.166 billion yuan and an average loan interest rate of 3.76%, down 0.27 percentage points from last year [3] Group 2 - In the high-end equipment manufacturing sector, Xinmiao Intelligent Equipment (Liaocheng) Co., Ltd. received a 9.9 million yuan loan within 72 hours to facilitate the purchase of essential equipment, allowing the company to start production 15 days earlier [4] - The Dong'a Financial Regulatory Bureau has focused on three key areas: technology, private enterprises, and foreign trade, facilitating loans for 3,826 private enterprises totaling 3.678 billion yuan, 79 technology-based SMEs for 1.046 billion yuan, and 28 foreign trade enterprises for 189 million yuan [5] - The Dong'a Financial Regulatory Bureau has conducted over 30 on-site visits and 14 financial policy promotion activities, resulting in 296 intentions for bank-enterprise cooperation, enhancing the financing capabilities and market competitiveness of enterprises [8]
山东农担泰安管理中心:全市首批农业信贷担保贷款贴息贴费资金已发放到位
Qi Lu Wan Bao Wang· 2025-08-26 08:09
Core Viewpoint - The implementation of agricultural credit guarantee policies in Tai'an City, Shandong Province, significantly enhances financial support for agricultural operators, promoting high-quality agricultural development and rural revitalization [1][2]. Group 1: Policy Implementation - In 2024, agricultural operators in Tai'an, such as Mr. Qi, are benefiting from a loan of 1.5 million yuan, supported by low guarantee fees and additional subsidies from the municipal government [1]. - The Tai'an Municipal Government has issued a work plan that provides a 1% interest subsidy and a 50% guarantee fee subsidy for new policy-based agricultural credit guarantee loans targeting key agricultural sectors [1]. Group 2: Market Response - The successful rollout of these policies has led to a notable increase in the number of agricultural operators consulting and applying for the "Ru Tan Hui Nong Loan," indicating strong market demand and the effectiveness of government support [2]. - The Shandong Agricultural Guarantee Tai'an Management Center aims to leverage this momentum to further implement policies and contribute to the modernization of agriculture and rural areas [2].
6大领域,德州高端装备产业将聚力实施“七大工程”
Qi Lu Wan Bao Wang· 2025-08-26 08:09
Core Viewpoint - The high-end equipment manufacturing industry is a crucial pillar for the manufacturing sector in Dezhou, with a focus on developing new productive forces and enhancing industrial competitiveness [1] Group 1: Industry Overview - The high-end equipment industry in Dezhou has evolved over 120 years, now encompassing six major fields and 20 sub-industries, including environmental protection equipment, wind power equipment, and intelligent equipment [1] - Dezhou is home to six listed companies and numerous national-level champion enterprises, contributing to the formation of strong industrial clusters in new energy equipment and advanced manufacturing [1] Group 2: Future Development Plans - The city plans to implement seven major projects to enhance the high-end equipment industry, focusing on high-quality service, investment attraction, and support for key enterprises [2][3] - Specific initiatives include establishing industry alliances, monitoring the operation of 52 key enterprises, and providing targeted support for 101 key projects to ensure timely production and output [2][3] - The strategy also emphasizes innovation capability enhancement through collaboration with institutions and the establishment of high-level technical innovation platforms [2][3]
山东能源唐口煤业降本增效的“黄金密码”
Qi Lu Wan Bao Wang· 2025-08-26 08:09
Core Insights - The company emphasizes cost reduction and efficiency improvement as a core strategy, reflected in the slogan "Tight days, saving every penny" [1] Cost Reduction Initiatives - The company has enhanced its material management system, increasing rewards for material reuse by 50% and promoting waste material recovery [2] - Monthly cost reduction targets are assigned to teams, fostering a culture of cost-saving practices among employees [2] - Repairing old equipment has saved over 200,000 yuan, while repurposing old mine car chassis has avoided an expenditure of over 40,000 yuan [2] - Cumulatively, the company has generated 5 million yuan in savings through repair and reuse activities this year [2] Technical Enhancements - The company optimized the cross-section of tunnels, increasing the excavation rate from 4 meters to 5.8 meters, setting new records [3] - Material costs were reduced by 80 yuan per square meter by switching to high-strength plastic mesh for support structures [3] - Electricity costs were cut by 940,000 yuan through optimized energy management practices [3] - The company maintained strict coal quality control, achieving a reduction in impurities and increasing flotation yield, generating over 1 million yuan in revenue [3] Innovation and Improvement - Employees are encouraged to identify problems and propose solutions, leading to significant improvements in efficiency and cost savings [4] - Innovations such as a rapid positioning tool for support structures improved efficiency by 25%, while optimizing coal washing processes increased recovery rates by 1.2 percentage points [4] - The company completed 12 small improvement projects, generating over 1 million yuan in savings, and identified 120 outstanding projects contributing an additional 750,000 yuan [4] - A targeted cost-saving action plan has reduced controllable expenses by 5.05 million yuan in the first half of the year [4]
山东能源转龙湾煤矿:“智能+精益”锻造中厚煤层开采新标杆
Qi Lu Wan Bao Wang· 2025-08-26 08:09
Core Insights - The company is implementing a comprehensive management upgrade at the Tuanlongwan coal mine, focusing on intelligent mining and lean management to enhance efficiency and reduce costs [1][4]. Group 1: Management Innovations - The Tuanlongwan coal mine has adopted a lean management approach, emphasizing clear responsibilities and regular assessments, which has led to significant improvements in operational efficiency [2][4]. - A new "24-hour autonomous material issuance" system has reduced inventory levels by over 75%, showcasing the effectiveness of grassroots innovations [3][4]. - The integration of lean thinking and digital technology is driving profound changes in production and management models, with a focus on real-time data monitoring and proactive maintenance [4][6]. Group 2: Financial Performance and Cost Management - The company achieved a budget execution rate of 98% through a robust budget system and strict contract management, resulting in a cost saving of 24.05 million yuan in the first half of 2025 [4][5]. - The implementation of a flexible human resources market mechanism has led to the successful undertaking of 119 auxiliary projects, generating an additional 2.76 million yuan in revenue [5][6]. Group 3: Quality and Efficiency Improvements - The company has seen a 4.17% reduction in the waste rock rate, saving 11.4 million yuan in disposal costs by enhancing geological prediction accuracy [6]. - The Tuanlongwan coal mine has achieved over 100% growth in both coal production and tunneling progress, with significant contributions from quality improvement projects [6]. Group 4: Industry Leadership and Recognition - The Tuanlongwan coal mine has received national recognition for its innovative intelligent mining technologies, winning top awards in industry competitions [6].
山推让“会思考”的AI推土机领跑全球
Qi Lu Wan Bao Wang· 2025-08-26 08:07
Core Insights - The company Shantui has developed the world's first AI bulldozer, marking a significant advancement in the construction machinery industry through the integration of AI technology [1][4][10] AI Empowerment - The AI bulldozer operates autonomously, allowing operators to control it from a remote command center, enhancing operational safety and efficiency [2][3] - The AI system enables the bulldozer to make decisions based on environmental conditions, improving its operational capabilities beyond simple remote control [2][3] Precision and Efficiency - The AI bulldozer achieves a precision control of ±3 cm, significantly improving efficiency by reducing the need for multiple passes during earth-moving tasks, leading to a 30-40% increase in operational efficiency [3][7] - The system's ability to monitor and adjust operations in real-time enhances safety by providing early warnings and automatic interventions [3][4] Testing and Development - Shantui conducted over 25,000 tests in various working conditions over six months to validate the performance of the AI bulldozer [4] - The development involved deep integration of foundational AI models with extensive industry knowledge, resulting in a specialized AI decision-making model [4] Intelligent Systems - The AI bulldozer features a comprehensive intelligent architecture with nine intelligent systems focused on optimizing power, ensuring safety, and facilitating collaborative operations [5][8] - The health management system utilizes data from 110,000 machines to proactively manage maintenance, transitioning from reactive to preventive care [5][6] Collaborative Operations - The AI bulldozer's collaborative system reduces idle time by 1.5 hours per day and improves earth-moving efficiency by 40%, showcasing a shift from disorganized operations to coordinated efforts [8] - The technology is designed to allow the operator to transition from a controller to a commander, enhancing the role of human operators in the construction process [8][9] Future Development - Shantui plans to achieve full coverage of AI bulldozer core functions within three years, expanding AI technology across its entire product line [9] - The company has established a robust supply chain with a nearly 70% local support rate, providing a solid foundation for the mass production of AI technologies [9][10]
数智绿色浪潮下,四家德州装备企业共话生产创新与收益平衡
Qi Lu Wan Bao Wang· 2025-08-26 08:07
齐鲁晚报.齐鲁壹点李梦晴 当前,数智化、绿色化是装备行业转型的重点,见面会上,山推(德州)工程机械有限公司总经理刘俊峰,德州恒力电机有限责任公司总经理方正,山东普 利森集团有限公司副总经理卢传杰,德州欧瑞电子通信设备制造有限公司副总经理史燕,分别分享了在生产环节上做的改造和创新以及如何平衡投入成本 和长期收益的。 山推(德州)工程机械有限公司: 近年来,山推(德州)公司坚持以技术赋能,构建数字生态,数智化改造总投资超3亿元。在平台建设方面,公司与山推股份(000680)协同,整合建设多 个智能化应用平台,涵盖智能化三维仿真软件、工艺管理SPM系统、集约物流WMS系统、SRM供应链管理系统等,涉及研发、工艺、制造、营销、服务 及决策等多个领域。这些平台的建成与运行,极大地提升了生产效率、优化了管理流程,显著增强了公司的市场竞争力。在绿色发展领域,山推(德州)公 司致力于全流程管控,打造了一套全面、高效的绿色制造体系,将绿色理念深度融入产品设计与生产全流程。在结构件涂装环节应用了水性漆,使VOCs 排放量相较传统油漆减少了70%—90%,各类污染物排放大幅降低,减轻了对通风系统的负荷要求,进一步降低了通风设备的能 ...