新京报贝壳财经讯 9月5日，深纺织A公告，公司董事会收到控股股东投控公司来函，根据相关工作安 排，建议尹可非不再担任公司党委书记、董事长、董事、法定代表人等职务。以上函件送达董事会即日 生效，董事会同意尹可非不再担任公司董事长、董事、战略规划委员会召集人及法定代表人。离任后， 尹可非将不在公司及控股子公司、参股公司担任任何职务。 ...

Group 1 - The core viewpoint of the article highlights Pop Mart's efforts in combating counterfeit products globally, with significant achievements in intercepting fake goods [1] - From January to mid-August this year, domestic customs intercepted a total of 1.83 million counterfeit items related to Pop Mart, involving 237 batches destined for 61 countries and regions [1] - Pop Mart has completed customs registration in 27 countries and regions, gradually initiating overseas customs interception of infringing products [1] Group 2 - Customs in countries such as the UK, Netherlands, France, and Italy have been actively involved in intercepting counterfeit goods, with the Netherlands alone seizing over 260,000 fake items [1] - As of now, the total number of intercepted counterfeit goods has reached 7.91 million, involving over 240 batches [1] - Pop Mart has also provided a multilingual anti-counterfeiting guide covering popular IP products like THE MONSTERS (including LABUBU), CRYBABY, and Star People, assisting frontline law enforcement in quickly identifying counterfeit products [1]

一、双碳要闻 A. 政策发布 1.国家发展改革委就《电力中长期市场基本规则（征求意见稿）》公开征求意见 据国家发展改革委网站9月2日消息，为规范电力中长期市场，维护电力市场秩序和各类经营主体合法权 益，国家发展改革委组织修订了《电力中长期市场基本规则（征求意见稿）》，向社会公开征求意见。 8月29日，国家能源局发布《中国天然气发展报告（2025）》。报告显示2024年国民经济回升向好，能 源转型加快推进，天然气利用管理持续优化，天然气消费呈现较快增长势头。全年天然气消费量同比增 长7.3%；天然气在一次能源消费总量中占比8.8%，较上年提高0.3个百分点。从消费结构看，城市燃气 消费同比增长11.1%，占比34%，居民生活、采暖用气自然增长，公福商业消费提速，LNG重卡销量再 创历史新高，交通物流消费增长显著。工业燃料消费同比增长6.1%，占比41%，主要受大规模设备更新 和消费品以旧换新政策拉动的双重驱动，传统制造业升级改造与战略性新兴产业产能扩张形成协同效 应。 零碳解读：气电对能源转型的支撑作用凸显，在亚洲发展中国家，天然气成为替代煤炭发电的最优能 源。2024年我国发电用气同比增长 9.5%，占比 1 ...

Core Insights - The recent salon hosted by the Beijing News Shell Finance Capital Market Research Institute focused on how patient capital can stabilize the market, coinciding with the Shanghai Composite Index reaching a ten-year high of 3800 points, driven by sustained inflows of medium to long-term funds [1][2] Group 1: Market Dynamics - The Shanghai Composite Index has recently stabilized at 3800 points, marking a ten-year high, attributed to the continuous influx of medium to long-term capital [1] - Key contributors to this trend include the acceleration of long-term investment trials by insurance funds, the initiation of public fund long-term assessment reforms, and the optimization of the national social security fund investment management mechanism [1] Group 2: Fund Management Strategies - According to Chen Jingjing from China Post Fund, the potential for investment funds to enter the market is significant, with the transformation of short-term funds into medium to long-term funds dependent on their duration and overall experience regarding returns, volatility, and drawdowns [3] - Fund companies are encouraged to provide high-quality products that balance returns and drawdowns to attract long-term capital, as evidenced by the success of China Post Fund's "steady fixed income plus" strategy [3][4] Group 3: Investment Focus Areas - Fund companies should enhance their product offerings by focusing on sectors with long-term sustainability, such as artificial intelligence, clean energy, and consumer healthcare, while employing strategies that emphasize stable, absolute returns [4] - The performance evaluation of fund managers should prioritize long-term stable returns over short-term rankings to better accommodate the influx of medium to long-term capital [4] Group 4: Institutional Investment Trends - Social security funds and insurance capital are becoming the primary sources of medium to long-term institutional capital entering the market, with public equity funds serving as key allocation tools [5] - Institutional investors show a preference for passive equity funds due to their convenience, liquidity, and low-cost attributes, while active management funds are evaluated based on their ability to generate excess returns [6] Group 5: Fund Performance Metrics - As of the end of 2024, the scale of active equity funds is approximately 33.817 billion yuan, with institutional holdings accounting for about 17.5% [7] - Funds with an average institutional holding of over 30% typically exhibit a five-year annualized return greater than 10% or a 2024 return exceeding 20%, indicating that fund companies can attract institutional investors by demonstrating stock-picking capabilities in high-growth sectors or maintaining performance across market cycles [7]

【#桃李面包旗下十家企业已注销# 】近日，桃李面包一则电梯广告文案引发争议。天眼查工商信息显 示，桃李面包股份有限公司成立于1997年1月，法定代表人为吴学亮，注册资本约16亿人民币，经营范 围包括食品生产、销售，农副食品加工、销售，自有设备租赁等。股东信息显示，该公司由吴学群、吴 学亮、香港中央结算有限公司等共同持股。对外投资信息显示，该公司对外投资42家企业，其中32家企 业处于存续或者在业状态，包括佛山桃李面包有限公司、沈阳桃李面包有限公司、浙江桃李面包有限公 司等，其他10家企业已注销。分支机构信息显示，该公司十余家分支机构均已被注销或吊销。 | | | | 图公司 自己版 重兴系 | ■商贸检 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 都在用的用皮直向工具 HORD中心吸引用了流分散下机构 | 桃菜面包設付有限公司 | | 0 天殿一下 | 器 应用 · | 商务合作 企业规产品 | | 血 图米· | | 基本信息 239 | | 上市信息 999+ | 法律诉讼 13: | 经营 ...

Core Viewpoint - Aerospace Hongtu signed a strategic cooperation agreement with Pakistan for an internet satellite project worth 2.9 billion yuan, marking a significant step in expanding its international market presence [1] Group 1: Company Overview - Aerospace Hongtu is a leading satellite operation and application service provider in China, focusing on building a high-resolution remote sensing full industry chain [1] - The company has developed a "Nüwa Constellation" plan consisting of 114 satellites, with 13 successfully launched to date [1] Group 2: Project Details - The signed agreement includes the construction of a satellite constellation in Pakistan that integrates global real-time communication and remote sensing [1] - The first phase of the project plans to launch and operate 20 satellites in Pakistan, along with establishing a satellite manufacturing factory and application software [1] Group 3: Strategic Importance - This cooperation will provide comprehensive technical support to help Pakistan develop independent satellite manufacturing, operation, and application capabilities [1] - The satellites involved in this project will operate in conjunction with the "Nüwa Constellation," enhancing its leading position in the international commercial space sector and generating significant commercial and socio-economic benefits [1]

Core Insights - The A-share condiment companies reported a dual growth in revenue and net profit for the first half of 2025, with a shift towards high-end and health-oriented product upgrades due to a slowdown in the soy sauce market [1][4][9]. Group 1: Financial Performance - In the first half of 2025, 18 A-share condiment companies achieved a total revenue of 53.356 billion yuan and a net profit of 8.66 billion yuan, with 8 companies reporting growth in both metrics [4][5]. - Notable performers include Haitian Flavor Industry with a revenue of 15.23 billion yuan (up 7.59%) and a net profit of 3.914 billion yuan (up 13.35%), while companies like Su Yan Jingshen and Xue Tian Salt Industry experienced significant declines in both revenue and profit [5][6][7]. - The industry shows a "stronger getting stronger" trend, with only two companies exceeding 10 billion yuan in revenue, while 15 companies reported revenues below 2.5 billion yuan [6]. Group 2: Market Trends - The soy sauce market is entering a phase of stock competition, with a compound annual growth rate of only 2.3% over five years, significantly lower than the overall condiment industry growth rate of 4.5% [9][10]. - The per capita demand for soy sauce has decreased from 7.28 kg in 2015 to less than 5 kg in 2023, indicating a supply surplus in the market [9]. Group 3: Regulatory Changes - The new national food safety standard GB 7718-2025 prohibits the use of "zero additives" labels, which is expected to push the industry towards more standardized and healthier development [2][13]. - Companies are adjusting their marketing strategies in response to the new regulations, moving away from "zero additives" claims to focus on product quality and health benefits [12][13]. Group 4: Strategic Initiatives - Many companies are accelerating diversification and internationalization strategies, such as Fuling Zhacai's acquisition of Weimeizi and Haitian Flavor Industry's listing on the Hong Kong stock exchange [3][14][16]. - The health sector is becoming a significant focus, with companies like Zhongjing Food entering the health food market and Jia Long Co. expanding into soy sauce production [15][17]. - Companies are also exploring overseas markets, with Haitian Flavor Industry aiming to increase its overseas revenue share to 15% within three years [16][17].

Group 1 - The company Beijing Lier announced a strategic cooperation agreement with SenseTime and Xiwang Technology to explore AI computing power collaboration and the development of industrial manufacturing and decision-making AI vertical models [1] - The cooperation is a framework agreement, and specific cooperation details and implementation progress remain uncertain [1] - This collaboration is not expected to have a significant impact on the company's current performance [1]

新京报贝壳财经讯 9月4日，中国船舶发布公告称，公司拟以向中国重工全体换股股东发行A股股票的方 式换股吸收合并中国重工。换股实施股权登记日为2025年9月4日，换股比例为1:0.1339，即每1股中国 重工股票将转换为0.1339股中国船舶股票。2025年9月5日，中国重工A股股票将终止上市，中国重工换 股股东取得的中国船舶股票将于同日起在投资者账户中体现。本次交易完成后，中国重工将终止上市并 注销法人资格，中国船舶将承继及承接中国重工的全部资产、负债、业务、人员、合同及其他一切权利 与义务。 编辑 杨娟娟 ...

无籽西瓜是许多家庭消暑的首选，但网络上不时出现"无籽西瓜含激素"等说法，引发部分消费者疑虑。 此外，在食品领域，"冷冻蔬菜没有营养""鸡蛋储存前应该清洗"等传言也屡见不鲜。这些说法究竟是真 是假？让我们一起来了解科学、权威的解读。 1、无籽西瓜含激素？谣言！ 谣言：无籽西瓜因为有激素干预，吃多了有害健康。 真相：由北京市科学技术协会、北京市委网信办、首都互联网协会指导，北京科技记者编辑协会、北京 地区网站联合辟谣平台共同发布的8月"科学"流言榜对此辟谣，称无籽西瓜的营养成分与普通西瓜无显 著差异，正规渠道种植和销售的产品完全符合食品安全标准。 无籽西瓜通常指三倍体无籽西瓜，是由四倍体西瓜（母本）和二倍体西瓜（父本）杂交育成的。其中， 四倍体西瓜是通过秋水仙素（常用于治疗痛风，并非激素）处理普通二倍体西瓜使其染色体加倍形成 的。这样的三倍体西瓜在减数分裂过程中，由于染色体无法正常配对，难以形成完整的种子，因此果实 中通常无籽。从育种过程可以看出，无籽西瓜的实现属于多倍体育种技术，并非传言中所说的"打激 素"。 此外，在实际生产中，为了让无籽西瓜顺利坐果，有时会使用植物生长调节剂（如赤霉素、氯吡脲）来 辅助果实发 ...