金融界5月12日消息，上证指数高开高走，中证ECPI ESG 80指数 (ESG 80，931148)报1903.98点。 数据统计显示，中证ECPI ESG 80指数近一个月上涨2.74%，近三个月上涨0.15%，年至今下跌2.90%。 据了解，中证ECPI ESG 80指数从沪深300样本中选取ESG评分在E+以上、过去6个月波动率最低的80只 证券作为指数样本，采用波动率倒数加权，为投资者提供更多样化的投资标的。该指数以2011年06月30 日为基日，以1000.0点为基点。 从指数持仓来看，中证ECPI ESG 80指数十大权重分别为：国泰海通（2.82%）、长江电力（2.09%）、 大秦铁路（2.08%）、浦发银行（2.04%）、成都银行（2.04%）、上海银行（1.96%）、农业银行 （1.8%）、民生银行（1.8%）、光大银行（1.73%）、北京银行（1.65%）。 从中证ECPI ESG 80指数持仓的市场板块来看，上海证券交易所占比73.30%、深圳证券交易所占比 26.70%。 从中证ECPI ESG 80指数持仓样本的行业来看，金融占比34.22%、工业占比22.32%、原材料占比 11 ...

Core Viewpoint - The beauty and personal care sector presents significant structural opportunities, with platforms extending promotional periods and simplifying gameplay, leading to potential brand breakthroughs through product innovation and operational optimization [1]. Group 1: Marketing Strategies and Competition - Major platforms like Tmall, Douyin, and JD have synchronized their promotional start dates to May 13, intensifying competition for traffic [2]. - Tmall has shifted from discounts to direct reductions, emphasizing a "content and commerce integration" strategy, with pre-sale activities starting earlier than in previous years [2]. - Douyin aims for larger scale and better product experiences, with promotional phases also starting earlier than last year [2]. - JD has introduced surprise days during its promotional period, starting significantly earlier than in 2024 [2]. Group 2: External Traffic Expansion and Internal Support - The "Red Cat Plan" by Taobao Tmall and Xiaohongshu aims to enhance brand visibility through strategic partnerships, with a substantial investment in promotional subsidies [3]. - JD's "Double Hundred Plan" and "Leading Plan" focus on content ecosystem support, with significant cash and traffic investments to boost merchant sales through live streaming and short videos [3]. - Douyin has introduced various merchant support policies, including commission-free product cards and traffic incentives for beauty products during the promotional period [3]. Group 3: Focus on Product Breakthroughs and Brand Profit Recovery - Platforms are transitioning from low-price strategies to balancing user experience and merchant growth, with domestic brands focusing on product innovation and operational optimization [4]. - The potential for multiple brand breakthroughs is highlighted, especially for leading brands during promotional events [4].

主力合约前20席位中，多头增仓前三名分别是：永安期货、持仓37321、增仓6894，兴证期货、持仓24665、增仓6396，银河期 货、持仓56647、增仓6056；多头减仓前三名分别是：国泰君安、持仓112465、减仓-5399，中信期货、持仓59175、减仓-4712， 光大期货、持仓17824、减仓-4151； 主力合约前20席位中，空头增仓前三名分别是：国泰君安、持仓166056、增仓20927，中信期货、持仓121111、增仓20127，东证 期货、持仓61961、增仓10225；空头减仓前三名分别是：摩根大通、持仓80614、减仓-10785，乾坤期货、持仓48117、减 仓-9940，国贸期货、持仓28770、减仓-5382。 文章来源:新浪期货 2025年5月12日PTA主力合约2509持仓数据一览 | | 名次 会员名称 成交量(双边) | | 増減 | 会员 | 持买单 | 增减 | 会员 | 持卖单 | 增减 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | J | 中信期货 | 314,083 | 124 ...

新浪期货 根据交易所数据，截至5月12日收盘主力合约对二甲苯2509,涨跌+3.23%,成交量30.83万手，持仓数据显示前20席位呈现 净空，差额头寸为847手。 对二甲苯期货全合约总计成交40.59万手，比上一日新增7.98万手。全合约前20席位多头持仓21.49万手，比上一日增加2.03万手。 全合约前20席位空头持仓21.74万手，比上一日增加1.73万手。 | | | | | 2025年5月12日对二甲苯全合约持仓数据- | | | | 一览 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 名次 会员名称 成交量(双边) | | 増減 | | 会员 | 增减 | 会员 | 持卖单 | 增减 | | J | 东证期货 | 120,415 | 26,772 | 国泰君安 | 25.269 | 3,756 | 国泰君安 | 39,084 | 3,461 | | 2 | 中信期货 | 75,639 | 17,446 | 银河期货 | 19,162 | 717 | 东证期货 | 17,497 | 2,190 | | 3 ...

铭利达于2022年4月7日在深交所创业板上市，公开发行股票4001万股，发行价格为28.50元/股，保荐机 构为国泰君安证券股份有限公司，保荐代表人为强强、曾晨。目前铭利达处于破发状态。 中国经济网北京5月12日讯铭利达（301268）(301268.SZ)4月29日披露的2024年年度报告显示，公司实 现营业收入25.59亿元，同比下降37.12%；归属于上市公司股东的净利润-4.69亿元，上年同期为3.20亿 元；归属于上市公司股东的扣除非经常性损益的净利润-4.79亿元，上年同期为2.84亿元；经营活动产生 的现金流量净额为-7.20亿元，上年同期为7976.42万元。 | | 2024 年 | 2023 年 | 本年比上年增减 | 2022 年 | | --- | --- | --- | --- | --- | | 营业收入(元) | 2.558.887.640.94 | 4,069,524,828.60 | -37. 12% | 3, 218, 952, 045. 88 | | 归属于上市公司股东 | -469, 337, 283. 61 | 319,608,622.52 | -246. 85% | ...

截至募集说明书签署日，麦格斯直接持有公司93,272,771股股份，占公司总股本的23.78%，为公司的控 股股东。肖俊承直接持有公司11,599,268股股份，占公司总股本的2.96%；肖俊承通过麦格斯和个人持 股方式合计持有公司26.74%的股份，为公司的实际控制人。本次向特定对象发行股票的发行数量不低 于21,691,974股(含本数)且不超过36,153,289股(含本数)，本次发行完成后，麦格斯仍为公司控股股东， 肖俊承仍为公司实际控制人，因此本次向特定对象发行股票不会导致公司控制权发生变化。 中国经济网北京5月12日讯伊戈尔（002922）(002922.SZ)近日发布关于向特定对象发行股票申请获得深 圳证券交易所上市审核中心审核通过的公告。伊戈尔公告称，公司于2025年5月9日收到深交所出具的 《关于伊戈尔电气股份有限公司申请向特定对象发行股票的审核中心意见告知函》，深交所上市审核中 心对公司向特定对象发行股票的申请文件进行了审核，认为公司符合发行条件、上市条件和信息披露要 求，后续深交所将按规定报中国证监会履行相关注册程序。 伊戈尔表示，公司本次向特定对象发行股票事项尚需获得中国证监会同意注册 ...

小金属：钨资源战略地位凸显，矿端偏强运行 钨作为国家战略性资源，其开采利用受国家指标控制、供应受限，随着全球地缘政治博弈加深，钨资源 的战略性地位将逐步凸显，矿端或维持强势运行。虽然短期需求端释放增量有限，但随着国内制造业的 复苏，以及出口端的修复，钨的供需错配或将延续，钨价或稳定增长。同时产业持续调结构升级，向高 端化迈进，钨下游刀具等领域具有较大国产化替代空间，有望推动行业内相关生产企业利润增长。 风险提示：下游需求弱于预期、供给端大量释放、美联储降息进程不及预期等。 5月8日，美联储宣布维持联邦基金利率目标区间在4.25%至4.50%之间，符合市场预期，美联储已连续 三次维持利率不变。FOMC政策声明中增加了"通胀和失业率上升的风险增加"的描述，据芝商所数据， 市场对美联储重启降息的时点延后至7月。同时，随着中美经贸会谈开启，英美贸易协定落地，市场情 绪有所好转，美元指数和美股有所反弹，黄金价格承压。展望后市，特朗普政策的不确定性、全球贸易 格局和货币体系可能面临重塑、去美元化进程不断推进、央行对黄金的需求保持在高位等长期利多金价 因素依旧存在，且美联储仍有充足的降息空间，对金价形成有力支撑。受益标的： ...

俄乌冲突爆发后，俄乌冲突爆发后，俄罗斯油气资源出口从欧洲转向中国等其他国家 LNG方面，2021-2023年，由于北溪线停运，俄罗斯向欧盟管道气出口量减少1066亿方，向欧洲其他地 区出口量减少106亿方。原油方面，2021-2023年，由于欧美制裁，俄罗斯向欧洲出口原油数量减少 10625万吨，向美国原油出口数量减少991万吨，向日本出口减少434万吨。为了减少出口受到的影响， 俄罗斯转而增加了对中国、印度等其他国家的油气出口。 智通财经APP获悉，国泰海通发布研报称，维持石油天然气行业"增持"评级。如果俄乌冲突结束，欧洲 恢复对俄罗斯管道气的进口，减少对美国LNG的进口，则欧洲和美国的天然气价格可能下降，国内外 天然气价差可能扩大，相关企业有望受益。在原油方面，地炼企业进口俄油的折价优势可能逐渐消退， 主营炼厂有望受益。 国泰海通主要观点如下： 维持行业增持评级 在天然气方面，俄乌冲突期间，俄罗斯对欧洲的管道气出口受到较大影响，抬高了欧洲气价。该行认 为，如果俄乌冲突结束后，欧洲恢复对俄罗斯管道气的进口，减少对美国LNG的进口，则欧洲和美国 的天然气价格有可能下降，国内外天然气价差可能扩大，推荐拥有接收站 ...

Summary of Key Points from Conference Call Records Industry Overview - **New Consumption Sector**: Companies like Yicheng, Zhengkang Oral Care, and Jingbo Bio are highlighted for their ability to drive growth through new product launches, achieving over 30% growth. Stable growth companies such as Runben, Perfect Diary, Mao Ge Ping, and Juzi Bio are also noted for their resilient stock performance [1][2] - **Food and Beverage Sector**: Key companies to watch include Bailong Chuangyuan (food additives), Yanjinpuzi (konjac products), and Three Squirrels. Traditional growth stocks like Dongpeng Special Drink, Yanjing Beer, and strong performers like Qingdao Beer and Nongfu Spring are also recommended. The liquor sector is expected to bottom out gradually from late 2025 to mid-2026, with limited downside risk [1][4] - **High School Education Sector**: Investment opportunities are identified due to policy changes increasing high school enrollment ratios. Companies like Tianli International Holdings and Xueda Education are noted for their low valuations and significant investment potential [5] - **Emotional Value Consumption**: Focus on trendy toys and gold jewelry, with domestic gold jewelry growth exceeding market expectations. These sectors are seen as having good investment value despite their valuations being comparable to general growth companies [6] Core Insights and Arguments - **New Consumption Trends**: The beauty and snack sectors are expected to thrive, with 2025 being a pivotal year for beauty products. Companies with strong product launch capabilities are emphasized for their stock resilience [2] - **Traditional Retail Adjustments**: Opportunities arise from adjustments in traditional retail, with a focus on companies with high dividends and reliable performance, such as Chongqing Department Store and Dashang Group [3][8] - **Home Appliance Sector**: The small appliance market, particularly robotic vacuum cleaners, is anticipated to see significant breakthroughs by early 2026. Traditional appliance companies like Midea, Gree, and Haier are highlighted for their overseas expansion strategies [9][11] - **Textile and Apparel Sector**: Investment recommendations include Anta Sports and Xtep International, focusing on outdoor and high-end apparel segments. Companies like Hailan Home and Luolai Life are noted for their stable operations [17] Additional Important Insights - **Emerging Product Trends**: New products in emerging sectors such as millet products, AI glasses, AR glasses, and electronic cigarettes are gaining traction, indicating strong industry trends [14] - **Pet Market Growth**: The pet market in China is thriving, with significant growth in the number of exhibitors at the Shanghai Pet Expo. Domestic brands like Guobao Pet and Zhongchong Co. are recognized for their innovative products [25] - **Export Market Expectations**: The export market is showing weak expectations but strong realities, with companies like Zhejiang Ziran and Gongchuang Turf performing well in Europe [15] This summary encapsulates the key insights and investment opportunities across various sectors as discussed in the conference call records.

截至2025年5月9日收盘，国泰海通(601211)报收于17.35元，下跌0.23%，换手率0.27%，成交量35.97万 手，成交额6.25亿元。 当日关注点 公司公告汇总 国泰海通证券股份有限公司于2025年5月9日提交了翌日披露报表，涉及已发行股份和库存在上海证券交 易所上市的A股变动情况。报表显示，2025年5月8日开始时结存的已发行股份为14,058,238,879股，库存 股份为65,709,969股。2025年5月9日，公司购回1,690,620股，购回价格为每股人民币17.352元，总支付 金额为人民币29,335,624.4元。购回后，已发行股份减少至14,056,548,259股，库存股份增加至67,400,589 股，已发行股份总数保持不变，为14,123,948,848股。此外，公司确认根据《主板上市规则》第13.25C 条，所有股份发行或库存在上海证券交易所上市的A股出售或转让已获董事会授权批准，并遵守所有适 用的上市规则、法律及其他监管规定。购回活动是在上海证券交易所以及其他证券交易所进行，符合当 地相关规则。购回授权决议通过日期、购回授权的总股份数量以及购回股份占决议通过当日已 ...