6月9日，中美经贸磋商会议在伦敦举行，市场风险情绪升温。 港股三大指数全天表现强势，恒生科技指数一度大涨3.2%，收涨2.78%；恒指涨1.63%站上24100点上方，从4月低点上涨21%进入技术性牛市，近乎收复此 前调整跌幅。 | 名称 | | 最新价 | 涨跌额 涨跌幅 | | --- | --- | --- | --- | | 恒生科技指数 | Fryst | 5433.23 | +146.71 +2.78% | | 800700 | | | | | 恒生指数 | Mar | 24181.43 | +388.89 +1.63% | | 800000 | | | | | 国企指数 | | 8780.13 | +150.38 +1.74% | | | M.N | | | 盘面上，大型科技股、大金融股、中字头股等权重集体表现活跃助力大市走强；医药板块大涨，创新药概念股涨幅居前；新消费概念股再度活跃，泡泡玛特 再创历史新高，半导体股、苹果概念股、军工股、稳定币概念股、石油股、教育股等热门板块齐涨。另一方面，市场避险情绪降温致金价下滑，黄金股逆势 下跌，铝、铜等有色金属股集体跟跌，啤酒股、汽车股、煤炭股普遍弱势。 ...

港股中资券商股盘初走强，弘业期货(03678.HK)涨超7%，光大证券(06178.HK)涨超5%，中国银河 (06881.HK)、中信证券(06030.HK)涨近4%，广发证券(01776.HK)涨超3.5%。 ...

Core Viewpoint - The futures industry is experiencing significant changes with the approval of the change of actual controllers for three futures companies, indicating increased attention from shareholders in the context of an overall industry recovery [1][2][3]. Group 1: Change of Control - Central Huijin Investment Co., Ltd. will become the actual controller of Changcheng Futures, Dongxing Futures, and Xinda Futures [2][3]. - The change in control is part of a broader transfer of shares from the Ministry of Finance to Central Huijin, involving significant stakes in various financial institutions [3]. Group 2: Shareholder Interest - Despite relatively low absolute profits, leading futures companies maintain high return on equity, which has attracted increased shareholder interest amid the industry's recovery [4]. - Guotai Junan Futures received a capital increase of 1.5 billion yuan, marking its second capital increase in a year, bringing its registered capital to 7 billion yuan [4]. - Yong'an Futures announced a share buyback plan of 50 million to 100 million yuan, with a maximum buyback price of 18.63 yuan per share, aimed at reducing registered capital [4]. Group 3: Company Rebranding - Hongye Futures has changed its name to Suhao Futures, aligning with the strategic goals of its controlling shareholder, Suhao Holdings Group, to enhance brand recognition and competitiveness [5]. Group 4: Industry Performance - As of April 2025, there are 150 futures companies in China, with total agency trading volume reaching 70.02 trillion yuan and net profits of 3.264 billion yuan in the first four months of the year, a 39% increase year-on-year [5].

Market Performance - Jinli Permanent Magnet (06680) rose over 17% due to significant increases in overseas medium and heavy rare earth prices, which are expected to gradually transmit to the domestic market [1] - Zhixing Technology (01274) increased over 3% after securing a platform-based logistics vehicle contract with a leading domestic brand [1] - Weimeng Group (02013) surged over 9% as its upgraded Weimeng Guide Agent product is anticipated to benefit from the growth of WeChat e-commerce [1] - Zhaoke Ophthalmology-B (06622) gained over 8% following FDA approval for a new drug trial application for cyclosporine eye gel [1] - Zai Ding Pharmaceutical (09688) rose over 5% after reporting excellent data from the low-dose group of ZL-1310 [1] - Lianlian Digital (02598) saw a mid-session increase of over 5% as it partnered with BVNK to provide stablecoin payment solutions for its merchants [1] - Reading Group (00772) increased over 7% after acquiring a 26.67% stake in Yihua Kaitian, with its IP+AI strategy expected to unlock more value [1] - NIO opened nearly 4% higher, projecting a year-on-year revenue growth of 11.8%-15% for Q2 [1] - Kuaishou-W (01024) rose over 6% as its Kecing AI recently launched a new 2.1 series model, with institutions optimistic about its profitability [1] - Meituan (03690) surged over 3%, reaching a nearly two-month high, with southbound funds continuing to accumulate for 13 consecutive days [1] US Market Highlights - Applied Digital (APLD.US), a stock related to Nvidia, surged nearly 30%, with a 94% increase over three trading days, as long-term contracts are expected to generate $7 billion in revenue [2] - Tesla (TSLA.US) fell 3.55% due to declines in both the Chinese and European automotive markets, with a 15% year-on-year drop in China's May wholesale sales of new energy passenger vehicles [2] - MongoDB (MDB.US) saw a nearly 15% increase in after-hours trading following better-than-expected Q1 results and an $800 million stock buyback plan [2] - Broadcom (AVGO.US) rose over 3% before earnings, reaching a new historical high, with Morgan Stanley stating that AI is operating at full speed, expecting strong Q2 results [3] - Meta increased over 3% as it was reported to be accelerating the development of ultra-lightweight open-headset projects [3] - Guidewire Software (GWRE.US) surged over 16% after exceeding Q3 earnings expectations and raising its guidance [3] - Dollar Tree (DLTR.US) fell over 8% after warning of potential 50% declines in adjusted earnings due to tariffs and weak consumer spending [3] - STMicroelectronics (STM.US) rose nearly 11% amid reports that Italy and France are considering splitting its joint management rights [3]

Group 1 - Chinese brokerage stocks collectively strengthened, with Everbright Securities (06178.HK) rising over 5% [1] - Hongye Futures (03678.HK) increased by more than 3% [1] - Guangfa Securities (01776.HK), CICC (03908.HK), and Huatai Securities (06886.HK) saw nearly 2% gains [1]

Core Insights - The article highlights the top and bottom AH premium rates for various stocks, indicating significant discrepancies between H-shares and A-shares [1][2] - Northeast Electric (00042) and Andeli Juice (02218) lead in AH premium rates, while Ningde Times (03750) shows a negative premium [1] AH Premium Rate Rankings - The top three stocks with the highest AH premium rates are: - Northeast Electric (00042) with a premium of 1002.04% - Andeli Juice (02218) with a premium of 337.12% - Hongye Futures (03678) with a premium of 266.12% [1] - The bottom three stocks with the lowest AH premium rates are: - Ningde Times (03750) with a premium of -3.28% - Chifeng Gold (06693) with a premium of 7.16% - China Merchants Bank (03968) with a premium of 8.15% [1] Deviation Values - The stocks with the highest deviation values are: - Andeli Juice (02218) with a deviation of 39.38% - Northeast Electric (00042) with a deviation of 22.89% - Huaxin Cement (06655) with a deviation of 21.56% [1] - The stocks with the lowest deviation values are: - Zhejiang Shibao (01057) with a deviation of -67.67% - China Shipbuilding Defense (00317) with a deviation of -35.31% - Shandong Molong (00568) with a deviation of -32.11% [1][2] Additional Insights - The article provides a detailed table of the top ten and bottom ten AH stocks based on premium rates and deviation values, showcasing the significant differences in market valuations between H-shares and A-shares [1][2]

证券代码：001236 证券简称： 公告编号：2025-028 苏豪弘业期货股份有限公司（以下简称"公司"）于2025年3月28日召开第五届董事 会第二次会议，审议通过了《关于择期召开2024年度股东大会的议案》，现将本次股东 大会的有关事项通知如下： 一、召开会议的基本情况 1、股东大会届次：2024年度股东大会。 2、股东大会的召集人：公司董事会。公司第五届董事会第二次会议审议通过了《关 于择期召开2024年度股东大会的议案》。 3、会议召开的合法、合规性：本次股东大会的召开符合有关法律、行政法规、部门规 章、规范性文件和《公司章程》等的规定。 4、会议召开的日期、时间： （1）现场会议召开日期和时间：2025年6月26日（星期四）14：00。 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的具体时间为2025 年6月26日9:15-9:25,9:30-11:30及13:00-15:00；通过深圳证券交易所互联网投票系统 进行网络投票的具体时间为2025年6月26日9:15-15:00。 5、会议的召开方式：本次股东大会采用现场投票和网络投票相结合的方式。公司将 通过深圳证券交易所交易系统和互 ...

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Hongye Futures, which has a high PE ratio compared to its industry peers [1][2] - Hongye Futures' closing price on May 23 was 9.16 yuan, down 2.24%, with a rolling PE ratio of 208.40 times and a total market value of 9.231 billion yuan [1] - The average PE ratio for the multi-financial industry is 68.85 times, with a median of 27.69 times, placing Hongye Futures at the 21st position in the industry ranking [1][2] Group 2 - As of the first quarter of 2025, eight institutions hold shares in Hongye Futures, including three QFIIs, three others, and two funds, with a total holding of 130.4863 million shares valued at 1.288 billion yuan [1] - The main business activities of Hongye Futures include commodity futures brokerage, financial futures brokerage, futures investment consulting, asset management, and fund sales [1] - The latest performance report for the first quarter of 2025 shows that the company achieved an operating income of 643 million yuan, a year-on-year increase of 259.09%, and a net profit of 1.2032 million yuan, up 109.07% year-on-year [1]

经审议，本次会议表决形成如下决议： （一）会议审议通过了《关于续聘会计师事务所的议案》。 公司决定续聘信永中和会计师事务所（特殊普通合伙）作为公司2025年度财务审计机 构，任期至公司2025年年度股东大会结束之日。公司董事会提请股东大会授权公司管理层 根据公司的具体审计要求和审计范围与信永中和协商确定相关审计费用。 证券代码：001236 证券简称：弘业期货 公告编号：2025-024 苏豪弘业期货股份有限公司 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没 有虚假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 苏豪弘业期货股份有限公司（以下简称"本公司"或"公司"）于2025年5月16日在 公司会议室以现场结合通讯会议方式召开第五届董事会第四次会议。提议召开本次会议的 通知已于2025年5月12日以电子邮件方式发出。会议由董事长储开荣先生主持，本次会议 应出席董事7人，实际出席7人，通讯出席4人（薛炳海先生、蒋海英女士、黄德春先生、 卢华威先生以通讯方式参加会议），监事及部分高管列席会议。会议召开符合《公司法》、 《深圳证券交易所股票上市规则》等有关法律法规和《公司章程》的规定。 二、 ...

证券代码：001236 证券简称： 公告编号：2025-026 公司于2025年5月16日召开第五届董事会第四次会议，审议通过了《关于终止变更 证券简称的议案》。该议案尚需经公司2024年年度股东大会审议。 三、其他事项说明 一、基本情况 苏豪弘业期货股份有限公司（以下简称"公司"、"弘业期货"）于2024年3月28 日召开第四届董事会第二十次会议，审议通过了《关于拟变更公司名称、证券简称暨 修订<公司章程>的议案》，并于2024年6月28日召开2023年度股东大会，审议通过了《 关于拟变更公司名称、证券简称、暨修订<公司章程>的议案》，同意公司全称由"弘 业期货股份有限公司"变更为"苏豪弘业期货股份有限公司"，英文名称由"Holly Futures Co., Ltd."变更为"Soho Holly Futures Co., Ltd."，证券简称由"弘业 期货"变更为"苏豪期货"，英文简称由"Holly Futures"变更为"Soho Futures" ，具体内容详见公司于2024年3月29日披露的《弘业期货股份有限公司第四届董事会第 二十次会议决议公告》（公告编号:2024-006号）、《弘业期货股份有限 ...