登录新浪财经APP 搜索【信披】查看更多考评等级 MACD金叉信号形成，这些股涨势不错！ 公告显示，美晨科技于4月22日披露的《关于2024年第三季度报告更正的公告》，对2024年第三季度报 告进行会计差错更正，分别调减2024年前三季度利润总额、归属于上市公司股东的净利润、资产总额、 净资产。 山东证监局表示，美晨科技2024年三季度报告信息披露不准确，违反了《上市公司信息披露管理办法》 的相关规定。孙来华作为时任董事长、王永刚作为时任总经理、刘增伟作为时任财务总监，对上述违规 行为承担主要责任。因此，决定对美晨科技及孙来华、王永刚、刘增伟采取出具警示函的措施，并记入 证券期货市场诚信档案数据库。 值得注意的是，3月31日，美晨科技曾公告称收到证监会下发的《立案告知书》，因公司涉嫌信息披露 违法违规，被证监会立案调查。同时公司还表示，若后续经中国证监会行政处罚认定的事实，触及"其 他风险警示或重大违法强制退市情形"，公司股票将被实施其他风险警示或重大违法强制退市。 此前，针对美晨科技2020年年报至2023年年报，深交所都下发了《年报问询函》。 新浪股民维权平台提醒，根据《民法典》、《证券法》及最高人民法院 ...

6月19日消息，近期券商行业一则内部聊天记录近日引起热议。网络流传截图显示，中邮证券电子行业首席分析师吴文吉在微信群内要求销售团队"不要 带不认识的人参加路演"，并称否则将"直接羞辱对方"，效果是"一生的潮湿"，让对方知道"喝雪碧可以治疗抑郁症"，引发了对行业生态的讨论。 从公开履历可见，吴文吉为硕士研究生，2023年5月加入中邮证券，此前曾在东莞证券、西南证券等多家机构任职。 | | | 登记基本信息 | | | | | --- | --- | --- | --- | --- | --- | | 姓名个 | 吴文吉 | 个性别 | 電 | | | | 执物构 | 中邮证券有限责任公司 | 登记编号 | S1340523050004 | | | | 执业岗位 | 证券投资咨询(分析师) | 学历 | 硕士研究生 | | | | 登记日期 | 2023-05-26 | | | | | | | | 登记变更记录 | | | | | 登记编号 | 登记日期 | 执业机构 | 登记类别 | 登记状态 | 注销登记日期 | | S0340114030034 | 2014-03-10 | 东莞证券股份有限公司 | 一般证 ...

Core Viewpoint - General Mills is considering selling its Haagen-Dazs store business in China, with potential transaction value reaching hundreds of millions of dollars, driven by declining store traffic and a significant reduction in the number of stores over the past four years [1][2]. Group 1: Business Restructuring - General Mills has engaged consultants to evaluate the sale of its Haagen-Dazs stores in China, with formal sale processes expected to start in 2025 [2]. - The company has been undergoing a restructuring process, incurring approximately $70 million in restructuring costs for the current quarter, with total restructuring expenses projected at $130 million by the end of fiscal year 2028 [2]. - Haagen-Dazs has faced criticism for declining store traffic in China for three consecutive quarters, with CEO Jeff Harmening acknowledging the challenges in the Chinese market [2][3]. Group 2: Market Performance - In the second quarter of fiscal year 2025, General Mills' international organic net sales decreased by 3%, primarily due to declines in the Chinese and Brazilian markets [3]. - The ice cream market in China is contracting, with major players like Yili and Mengniu reporting significant revenue declines of 18.4% and 14.1%, respectively, in 2024 [3]. - Haagen-Dazs has seen a rapid reduction in its store network, with only 263 stores remaining in China as of June 12, 2025, down from over 400 in September 2021, marking a nearly 20% decrease [3]. Group 3: Channel Transformation - Haagen-Dazs is shifting its business model to focus on retail channels, with plans to enhance penetration and improve product display in convenience stores and supermarkets [4]. - The brand is also expanding its presence in e-commerce, moving towards interest-based platforms like Douyin and Xiaohongshu [4]. - The B2B segment of Haagen-Dazs is growing rapidly, encompassing high-end dining services and partnerships with premium hotels and restaurants [5]. Group 4: Potential for Revitalization - The potential sale of the store business could provide an opportunity for Haagen-Dazs to rejuvenate its operations in China, similar to the successful localization seen with McDonald's China [6]. - The ice cream market is shifting towards a "quality-price ratio" era, with more affordable products gaining traction, which may pressure traditional high-end store formats [6]. - Despite challenges, Haagen-Dazs maintains a strong brand presence, holding over 15% market share in the Chinese ice cream chain sector as of 2023, ranking second only to DQ [6].

行业背景：跨境金融合规化与中小微企业需求的共振 小商品城（600415.SH）近期宣布拟通过全资子公司浙江迅弛数字科技在香港设立两家全资子公司，并 申请香港TCSP（信托或公司服务提供者）牌照。 战略意图：从支付工具到综合金融服务的跃迁 小商品城旗下的"义支付"（Yiwu Pay）已具备跨境支付基础（2024年跨境收款超40亿美元，同比增长 233%），但传统支付业务利润率有限。通过TCSP牌照，公司可拓展信托、公司秘书服务、资金托管等 高端业务，将"义支付"从支付工具升级为"支付+金融解决方案"的综合平台，提升服务附加值。 香港作为国际金融中心，其成熟的监管体系、资本流动自由度及离岸人民币业务优势，是小商品城拓展 全球化业务的关键跳板。设立子公司后，公司将利用香港的金融资源，为义乌市场及全球中小微企业提 供跨境贸易金融一体化服务（如担保支付、定制化理财），并探索离岸家族信托、稳定币等创新业务。 小商品城拥有全球最大的小商品贸易网络（覆盖230多个国家，2024年义乌进出口总额6689亿元），天 然具备高频跨境结算需求。通过TCSP牌照，公司可将实体贸易场景与金融服务深度融合，解决中小微 企业融资难、交易信任 ...

近日在脉脉平台，多名认证为58同城员工的用户爆料，公司正开展大规模裁员，裁员比例达20% - 30%，波及TEG、LBG等多个部门。赔偿方案为N+1，公司未提前给出任何预警。有员工称，整个裁员 流程"极为迅速"，上午还在就项目进度开会，下午便接到人力资源部门的约谈通知。 裁员本质：姚劲波"盈利铁律"下的断臂求生 2024年Q4财报显示，58同城净亏损1970万美元，运营支出高达2.471亿美元（占营收80%以上）。创始 人姚劲波年初内部信已明确要求"砍掉年内不能盈利的业务，该关停并转的关停并转"。此次裁员正是对 亏损业务的"外科手术式切除"，如部分技术部门和本地服务项目组直接解散。 此次裁员是2023年大裁员的延续（当时比例30%-50%）。连续裁员暴露其陷入"裁员→短期降本→业务 萎缩→再裁员"的死亡螺旋，反映商业模式或根本性失效。 业务溃败：分类信息帝国的全面崩塌 招聘领域：BOSS直聘、拉勾网以精准匹配抢占市场，58同城被质疑虚假信息泛滥（黑猫投诉 【下载黑 猫投诉客户端】平台投诉量达22597）致用户流失； 房产领域：贝壳找房"真房源+VR看房"重塑规则，安居客市场份额被持续挤压； 二手车领域：瓜子二 ...

Core Viewpoint - The stock price volatility of Beiken Energy is linked to the planned change in control, with the actual controller Chen Pinggui reducing his stake while the new controller Chen Dong aims to diversify the company's operations and improve financial performance [2][3][4]. Group 1: Stock Performance and Control Change - Beiken Energy's stock experienced a significant increase of over 20% from June 13 to June 18, 2025, triggering an abnormal trading announcement [2]. - The stock reached a peak of 13.61 yuan on June 19 but fell back to 12.68 yuan, with a daily fluctuation of 9.31% [2]. - The change in control involves Chen Dong increasing his shareholding to 21.18% through a capital restructuring plan, which is interpreted as a shift towards diversification in oil and gas resource development and cross-border payment [2][4]. Group 2: Shareholder Reduction and Market Sentiment - Chen Pinggui announced a plan to reduce his stake by up to 3% (approximately 6.03 million shares) from April 22 to July 21, 2025, which aligns with his recent selling activities during the stock's volatility [3]. - The reduction was executed through block trades at a discount of 17.28%, raising questions about the motivations behind selling at high prices, especially given a 90% drop in net profit for 2024 [3]. - Trading data shows a high turnover rate of 22.4% on June 18, indicating a battle between speculative funds and institutional investors, reflecting differing views on the company's valuation [3]. Group 3: Industry Transformation and Company Fundamentals - Beiken Energy is focusing on three growth areas: technological breakthroughs in shale gas, the establishment of a cross-border payment channel through Kunlun Bank, and the potential revival of Ukrainian assets [4]. - The company reported a revenue of 9.51 billion yuan in 2024, a decrease of 3.02% year-on-year, with a net profit of only 432 million yuan, down 90% due to asset disposal losses and declining business in Shanxi [4]. - In Q1 2025, revenue further declined by 14.81%, with a gross margin of 18.52% and accounts receivable reaching 5.62 billion yuan, indicating increased financial pressure [4]. Group 4: Risks and Long-term Value Assessment - The company faces risks from seven drilling rigs in Ukraine, with a net book value of 150 million yuan, and potential losses from currency depreciation [5]. - The shale gas sector is threatened by advancements in technology from competitors, and the shift towards hydrogen energy policies may limit traditional oil and gas investments [5]. - The new controller Chen Dong lacks a background in the energy sector, raising concerns about resource integration capabilities, and the planned capital increase may dilute earnings per share by 8.7% [5]. Group 5: Market Valuation - Beiken Energy's current market capitalization is 2.549 billion yuan, with a price-to-earnings ratio of -4572 times, indicating a loss situation, and a price-to-book ratio of 3.73 times, significantly higher than the industry average [6]. - If the promised improvements in return on equity and cooperation with Iran do not materialize, the valuation premium driven by market sentiment may quickly diminish [6]. Conclusion - The stock price movement of Beiken Energy reflects a combination of expectations from capital operations and weak fundamentals [7]. - In the short term, the change in control and the cross-border payment concept may attract speculative investments, but long-term value will depend on the growth of shale gas orders, asset disposal in Ukraine, and actual progress in cooperation with Iran [7].

第二类是优秀人才，即能在公司已有完整产品定义和概念框架下，如同完成甲方项目需求一般，精准且 高质量地将项目或产品实现。王兴兴强调，虽然从表面看这类工作类似答卷，但在公司中，无论是管理 人才还是技术人才，若能达到这一层级，已然是非常出色的存在，即使在大型公司，这样的人才也是极 为难得的。 第三类则是相对普通一些的人才，他们虽有任务要求作为指引，但在执行过程中可能会偶尔出现偏差。 王兴兴指出，这类人才需要在工作中更加认真，仔细对待每个问题，避免偏离目标。 对于王兴兴的观点，李书福表示认同，同时也分享了吉利公司的人才理念 ——"人人是人才，人人是老 师，人人是学生，人人可成才"。他以建造大楼为例，形象地说明在企业中，每个岗位、每个人都如同 大楼建造所需的材料一样，无论是重要的钢筋水泥，还是看似普通的沙子、小石头和水，都不可或缺。 例如，清洁工和厨师在企业中同样发挥着重要作用，若清洁工作不到位，会影响员工心情，进而对公司 整体氛围产生不利影响。 李书福回忆起公司创业初期，仅有寥寥数人，那时对人才的需求相对简单。但随着企业发展壮大，他深 刻认识到，任何一个岗位上的员工若工作不到位，都可能影响公司大局。因此，他强调企业内 ...

Core Viewpoint - Guangzhou Yinnuo Pharmaceutical Group Co., Ltd. has submitted a second listing application to the Hong Kong Stock Exchange after its previous application expired, with a focus on innovative therapies for diabetes and metabolic diseases [1][2] Company Overview - Yinnuo Pharmaceutical was established in 2014 and is dedicated to researching and developing innovative therapies for diabetes and other metabolic diseases [1] - The company has multiple research pipelines targeting diabetes, obesity, and non-alcoholic fatty liver disease [1] Product Pipeline - The core product, Isupatide α (brand name: Yinuo Qing), is set to be approved for treating type 2 diabetes in January 2025 and has entered the commercialization phase [1] - The product for obesity treatment has completed Phase IIa clinical trials and has initiated Phase IIb/III trials in March 2024 [1] - Other pipelines are still in the pre-clinical stage, with the fatty liver disease treatment expected to start Phase IIa trials in 2026 [1] Market Competition - The domestic GLP-1 product market is highly competitive, with around 40 companies developing GLP-1 drugs for weight loss, resulting in a total of 206 pipelines [2][3] - Yinnuo's reliance on Isupatide α raises concerns about its commercial prospects due to intense competition and the presence of multiple established products in the market [2][3] Financial Performance - Yinnuo Pharmaceutical has faced continuous losses, with losses of 301 million, 733 million, and 175 million yuan from 2022 to 2024, totaling 1.5 billion yuan [5] - The company has significantly reduced its R&D spending from 492 million yuan in 2023 to 103 million yuan in 2024, contributing to a narrower loss in 2024 [5] Investment and Valuation - The company has completed four rounds of financing, raising a total of 1.514 billion yuan, with a valuation of 4.65 billion yuan as of January 2024, a significant increase from previous valuations [5] - Prior to the IPO application, some investors transferred their shares at a discount, indicating potential concerns about the company's valuation [6]

美联储连续第四次维持利率不变 官员仍预期年内两次降息 特朗普再次抨击鲍威尔 美联储宣布将联邦基金利率目标区间维持在4.25%至4.50%之间不变，这是该行连续第四次决定维持利 率不变。新闻稿写道，尽管净出口的波动影响了美国数据，但近期指标显示，经济活动仍在稳健扩张。 失业率保持在低位，劳动力市场状况依然良好，通胀仍然略高。声明强调，联邦公开市场委员会 （FOMC）致力于在长期内实现最大就业和2%的通胀目标。尽管经济前景的不确定性已有所缓解，但 仍处于较高水平。委员会密切关注与其双重使命相关的各种风险。 为支持这些目标，FOMC决定将联邦基金利率目标区间维持在4.25%至4.50%之间。在考虑是否进一步调 整利率区间的幅度和时机时，委员会将仔细评估即将发布的数据、经济前景的变化以及风险的平衡状 况。FOMC表示，将继续缩减其所持有的美国国债、机构债券和机构抵押贷款支持证券。委员会坚定致 力于支持最大就业并使通胀回归2%的目标。 南向资金猛买港股！"五朵金花"，为何这么红？ 近期，港股医疗、科技、消费、红利、金融板块持续走高，形成港股"五朵金花"格局。同时，恒生沪深 港通AH股溢价指数创出近五年新低，反映出H股相 ...

Group 1 - The company, Wuxin Tunnel Equipment (835174.BJ), has received an inquiry letter from the Beijing Stock Exchange regarding its application for issuing shares and cash payment for asset acquisition and fundraising related to a connected transaction [1] - The company's heavy reliance on major clients poses risks, with over 80% of sales from the top five clients of the target company, and a 40% dependency on China Railway and China Railway Construction [2] - High accounts receivable, which accounted for 53.09% of revenue in 2023, raises concerns about potential bad debts and cash flow issues if infrastructure investments slow down [2] Group 2 - The acquisition of Xiongzhong Technology and Wuxin Heavy Industry for 2.65 billion yuan is seen as a significant event in the Beijing Stock Exchange's deepening merger and acquisition reforms [3] - The transaction aims to extend the company's business from tunnel construction equipment to port logistics and road and bridge construction, creating a full industry chain service capability [3] - The integration of procurement, technology, and customer bases is expected to yield cost savings of over 150 million yuan annually due to a 70% overlap in raw material procurement [4] Group 3 - The acquisition aligns with favorable policies, such as the "New National Nine Articles" supporting specialized enterprises in achieving industrial upgrades through mergers [5] - Financial projections indicate that post-merger, the company's revenue could increase from 957 million yuan to 3.011 billion yuan, with net profit rising from 165 million yuan to 468 million yuan, representing increases of 215% and 185% respectively [5] - If the target companies achieve a 10% net profit growth in 2024, the company's net profit in 2025 could exceed 457 million yuan, corresponding to a price-to-earnings ratio of only 17.36 times [5]