6月27日，万科2024年度股东会在深圳召开。万科介绍称，目前万科商业板块开业建筑面积总计超1000 万平方米，商业项目在一二线城市的占比超过94%。同时，商业品牌影响力扩大，已与超过12,000家品 牌建立良好合作。 同时，万科的消费基础设施REIT表现良好，去年4月中金印力消费REIT在深交所成功上市，截止去年 底，底层资产杭州西溪印象城出租率97.85%、租金收缴率99.96%，该基金年化现金流分派率5.24%，实 现招募说明书预测水平的103.2%。此外，万科商业板块已形成"投融建改管退"全链条的能力，已为 GIC、黑石等知名机构业主提供轻资产运营服务。 ...

Core Viewpoint - Binhai Group has demonstrated strong operational capabilities by successfully issuing short-term financing bonds amidst a challenging real estate market, achieving a low interest rate of 2.5% for its recent issuance, which reflects the market's confidence in the company's strength [1] Group 1: Financial Performance - In 2024, Binhai Group reported total revenue of 69.152 billion yuan, a year-on-year decrease of 1.83%, with real estate sales also declining by 1.83% to 68.876 billion yuan; however, net profit attributable to shareholders increased by 0.66% to 2.546 billion yuan [2] - In Q1 2025, the company achieved total revenue of 22.508 billion yuan, a year-on-year increase of 64.27%, and net profit attributable to shareholders of 976 million yuan, up 47.88% [2] - The average financing cost has decreased from 3.4% in 2024 to 3.1% in the first half of 2025, indicating strong financial safety [3] Group 2: Market Position and Strategy - Binhai Group ranked 10th among national real estate companies and 1st among private enterprises in terms of total sales amounting to 52.75 billion yuan in the first half of 2025 [2] - The company acquired 16 land parcels in the first half of 2025, with a total investment of 33.3 billion yuan, adding over 54.2 billion yuan in new value [2] - Binhai Group is committed to maintaining product quality and adapting proactively to industry changes, ensuring a solid performance despite market challenges [2][3] Group 3: Project Development - In the first half of 2025, Binhai Group delivered 17 projects, primarily in Hangzhou, and commenced construction on 25 new projects, focusing on regional development [3] - Upcoming projects such as Shui Dian Xin Cun and Hu Shu Di Kuai are expected to drive sales growth in the latter half of 2025 [3] - The company aims to integrate new standards for quality housing into future products, aligning with central government requirements for "good housing" [3]

Core Viewpoint - Yili Group is actively expanding its international business and has established a robust global network, achieving steady growth in its operations across various regions [1] Group 1: International Market Expansion - Yili Group's international business has experienced rapid development, with significant achievements in global networking [1] - The company has over 2,000 global partners and operates 15 research and innovation centers along with 81 production bases [1] - Yili's products are sold in more than 60 countries and regions, indicating a strong international presence [1] Group 2: Regional Focus and Strategy - In Southeast Asia, Yili is focusing on localized development, continuously enriching its product line and innovating local marketing strategies [1] - The market share of Yili's cold drink business in Southeast Asia has seen an increase, reflecting successful regional strategies [1] - The company plans to maintain steady overseas business expansion in the future [1]

更 多 内 蒙 古 辖 区 上 市 公 司 2025 年 投 资 者 网 上 集 体 接 待 日 活 动 ， 请 点 击 ： https://rs.p5w.net/html/148301.shtml "天骏"驰草原，蒙企绘新篇！ 交流会中，问及人形机器人订单情况，英思特董事长，总经理周保平表示，公司在机器人板块已进行相 关技术及业务布局，部分项目已进行小批量供应，当前公司机器人类产品主要供应于工业机器人及服务 机器人领域，目前收入占比较小，公司将持续关注该行业的技术发展趋势，并积极拓展与相关客户的合 作范围。（全景网） 7月11日下午，英思特（301622.SZ）参加主题为"筑牢投资者沟通桥梁 共建上市公司高质量发展"—— 2025年内蒙古辖区上市公司投资者网上集体接待日。 ...

7月11日晚，以岭药业发布公告称，该公司控股子公司以岭（澳门）有限公司收到澳门特别行政区政府 药物监督管理局（以下简称"澳门药监局"）核准签发的《中成药注册证明书》。 资料显示，2025年1月，以岭药业发布公告称芪防鼻通片获国家药品监督管理局批准上市。芪防鼻通片 作为中药1.1类创新药，组方基于过敏性鼻炎"肺脾两虚为本、外邪侵袭为标"病机理论化裁，融合经典 名方"玉屏风散"与"辛夷散"，并创新加入高良姜、蝉蜕等特色药材，肺脾同调、标本兼治，不仅为过敏 性鼻炎患者带来了新的治疗选择，也为中医药在耳鼻喉领域的应用注入了新的活力。 图片1.png 据悉，以岭药业以络病理论创新带动中医药产业化，运用现代高新技术研发创新中药。目前，以岭药业 拥有17个专利新药，其中11个为国家医保目录产品，5个为国家基药目录品种，尤其是心脑血管和呼吸 系统疾病用药品种处于行业领先地位。在研品种方面，2个中药已申报生产，6个中药处于临床阶段，并 有上百个院内制剂作为新药研发的"储备军"。此外，以岭药业申报注册的第一个经典名方品种半夏白术 天麻颗粒已获受理。 公告显示，芪防鼻通片是澳门药监局批准的第一个中成药创新药，用于治疗持续性变应性鼻 ...

"天骏"驰草原，蒙企绘新篇！ 7月11日下午，大中矿业（001203.SZ）参加主题为"筑牢投资者沟通桥梁 共建上市公司高质量发 展"——2025年内蒙古辖区上市公司投资者网上集体接待日。 更 多 内 蒙 古 辖 区 上 市 公 司 2025 年 投 资 者 网 上 集 体 接 待 日 活 动 ， 请 点 击 ： https://rs.p5w.net/html/148301.shtml 交流会中，问及未来已有矿区周边资源整合，大中矿业IR苏明表示，未来公司将以湖南临武鸡脚山锂矿 和四川加达锂矿为核心，持续推进周边矿权并购与资源整合，扩大资源储量和生产规模，逐步形成规模 效应与管理协同优势，提升区域产业竞争力，为公司新能源业务发展奠定坚实基础。（全景网） ...

同时，万科积极构建绿色、低碳及智慧的住宅技术体系，参与中国工程建设标准化协会相关技术导则的 研发和编制，建立了全屋智能及智慧社区技术体系，持续推广成熟绿色低碳技术，积极运用"未来生活 理想单元"最新技术。 此外，万科适应当地政策，打造了品质与效率兼备的产品标杆。如万科在海南开展现房开发与销售实 践，三亚湾项目成为三亚市首个全现房销售的项目，2024年12月入市后，截至目前已售52.8亿元，接近 清盘。 6月27日，万科在深圳召开2024年度股东会。就开发业务板块的相关工作，万科表示，目前正在积极构 建适应房地产发展新模式的三大核心能力。 在打造"好房子、好社区、好服务"方面，万科基于"好房子"安全、舒适、绿色、智慧理念，以"安全安 心、舒适宜居、智慧便捷、绿色低碳、活力多元、城市共生"6个一级指标为引导，迭代万科"三好"产品 体系，共形成约520项设计要求和技术措施。 ...

"天骏"驰草原，蒙企绘新篇！ 7月11日下午，英思特（301622.SZ）参加主题为"筑牢投资者沟通桥梁 共建上市公司高质量发展"—— 2025年内蒙古辖区上市公司投资者网上集体接待日。 更 多 内 蒙 古 辖 区 上 市 公 司 2025 年 投 资 者 网 上 集 体 接 待 日 活 动 ， 请 点 击 ： https://rs.p5w.net/html/148301.shtml 交流会中，问及未来业务规划，英思特财务总监姚建唯表示，公司将持续深耕消费电子市场，深挖现有 客户的产品线，并加大向汽车、电机、机器人等应用领域的拓展，把握全球能源转型与产业升级浪潮中 的增长机遇。（全景网） ...

Core Viewpoint - The company, Yili Group, is actively enhancing its innovation system across the entire industry chain, focusing on health-oriented products and sustainable practices to drive high-quality development in the dairy industry [1][2]. Group 1: R&D Focus - The company is establishing an innovation system that covers the entire industry chain, focusing on upstream, midstream, and downstream processes [2]. - In the upstream sector, Yili is developing natural functional raw milk, such as DHA-rich milk, through nutritional regulation technology [2]. - The midstream strategy includes implementing the "Healthy China" initiative, promoting clean label products, and actions to reduce sugar, fat, and salt in its offerings [2]. - The company is making breakthroughs in technology areas such as sugar reduction, flavor enhancement, sustainable packaging, and low-carbon products [2]. Group 2: Industry Collaboration and Achievements - Yili is a key partner in the National Dairy Technology Innovation Center, contributing to research projects on functional dairy product development and evaluation [2]. - The company has achieved significant innovative results that have been successfully transformed into practical applications [2]. Group 3: Consumer Engagement - Yili conducts lifecycle research on consumer nutritional needs and applies findings to product development [2]. - The company is innovating marketing strategies to enhance consumer experience and interaction, promoting high-quality industry development [2].

Core Insights - Hunan Province has discovered a super-large altered granite-type lithium deposit in the Tongtianmiao mining section of the Jijiao Mountain area, with a total lithium ore volume of 490 million tons and lithium oxide resource amounting to 1.31 million tons [1] - The discovery includes associated strategic minerals such as rubidium, tungsten, and tin, all of which are newly identified resources [1] - Hunan Dazhonghe Lithium Mining Co., a wholly-owned subsidiary of Dazhong Mining, acquired exploration rights and has been actively involved in the exploration process [1] Company Developments - Hunan Dazhonghe Lithium Mining obtained control of the exploration rights in the Jijiashan area after acquiring 80% of Chengtai Mining's shares for 7 million yuan in April 2023 [1] - The company aims to enhance resource development efforts and establish a significant position in the new energy industry chain, contributing to long-term shareholder value [1] Industry Implications - The discovery of this large lithium resource is expected to provide solid resource support for Hunan Province's goal of building a trillion-level new energy industry chain and a hundred billion-level new energy industry base in Chenzhou City [1] - This breakthrough in resource discovery marks a significant advancement in Dazhong Mining's strategic layout within the new energy materials sector [1]