Group 1: Guangdong Financial Support - Guangdong has provided credit for 1,812 "white list" projects, totaling 1.09 trillion yuan, with 830 billion yuan already disbursed, leading the nation in project numbers, credit amounts, and disbursement [1] Group 2: Shanghai Land Auction - In the first day of the sixth batch of land auctions in Shanghai, five plots were sold for a total of 18.53 billion yuan, with China Overseas Land & Investment winning two plots for 11.888 billion yuan [2] Group 3: Shenzhen Housing Supply - Shenzhen plans to supply 40,000 units of commercial housing and 40 hectares of land for affordable housing in 2025, aiming to balance the housing market supply and demand [3] Group 4: Jiuzhou Home's Leadership Change - Jiuzhou Home's actual controller, Wang Linpeng, has returned to work after the lifting of his detention, which is expected to enhance the company's strategic decision-making and internal stability [4] Group 5: Diou Home's Fund Allocation - Diou Home plans to permanently allocate 477 million yuan of remaining fundraising to supplement working capital, optimizing its financial structure and enhancing operational flexibility [5]

Group 1 - The "anti-involution" policy is becoming a new focus in the market, with expectations for a three-stage development: policy anticipation, price increases, and demand expansion [2] - The photovoltaic industry is expected to see a supply-demand turning point due to capacity clearance, particularly in the polysilicon and photovoltaic glass segments, with companies like Tongwei Co., Ltd., LONGi Green Energy, Daqo New Energy, and GCL-Poly Energy being highlighted [3] - High-dividend coal companies and turnaround coking companies such as China Coal Energy and Yanzhou Coal Mining Company are noted for their potential [4] Group 2 - The stabilization and recovery of bulk commodity prices driven by the "anti-involution" trend will benefit the profitability of bulk supply chain companies like Xiamen Xiangyu, Xiamen International Trade, and Zheshang Zhongtuo [5]

Group 1: Institutional Research on Popular Companies - The top twenty companies with the highest number of institutional research visits in the past 30 days include Ice Wheel Environment, Boshi Jie, Dazhu CNC, Fuguang Co., and Jun Ding Da [2][11] - In the last five days, the most popular companies for institutional research were Ice Wheel Environment, Yanjing Beer, Xingrong Environment, Ningbo Bank, and Chaojie Co. [2][11] - Among the top twenty companies in the past 30 days, six companies had ten or more rating agencies, including Yanjing Beer, Huadian Co., China National Heavy Duty Truck Group, Huichuan Technology, Hualing Steel, and Northern Rare Earth [2][11] - Yanjing Beer, Huadian Co., and China National Heavy Duty Truck Group are expected to see significant growth in net profit attributable to shareholders in 2024 compared to 2023 [2][11] Group 2: Shareholder Increase and Buyback Strategies - From July 14 to July 18, 2025, three companies announced significant shareholder increases: Diou Home, Liard, and Huachao City A [3][15] - A total of 81 companies announced buyback progress during the same period, with 18 companies having ten or more rating agencies [3][20] - Among the buybacks, five companies had an expected buyback amount that exceeded 1% of their market value on the announcement date: Xiamen Xiangyu, Changhong Meiling, Mengbaihe, Longsheng Technology, and Hainan Huatie [3][20] - From January 1 to July 18, 2025, 241 companies announced shareholder increases, with 63 having ten or more rating agencies [3][17] - Of these, 19 companies had an expected increase amount that exceeded 1% of their market value, including New Energy, Tunnel Co., Sailun Tire, and Wanrun Co. [3][17] Group 3: Buyback Situation - From January 1 to July 18, 2025, 1587 companies announced buyback progress, with 346 having ten or more rating agencies [3][21] - Among these, 97 companies had a buyback amount that exceeded 1% of their market value on the announcement date [3][21] - Companies in the board proposal stage include Jiayi Co., Haixing Electric, Huaming Equipment, Jinfa Technology, Shantui Co., Sanofi Biological, Liugong, Mosi Co., Muyuan Co., New Continent, and Jiajia Yue [3][21]

Group 1 - National Bureau of Statistics will hold a press conference to introduce the national economic operation situation for the first half of 2025 [2] - The housing price data for 70 major cities in June will be released [4] - Domestic refined oil prices are expected to see their sixth decrease of the year, with a total adjustment pattern of "six increases, five decreases, and two pauses" so far this year [5] Group 2 - New regulations for individual business registration management will take effect, allowing individual businesses to transition to enterprises while retaining their social credit codes and other identifiers [6] - A total of 3.17 billion shares worth 4.246 billion yuan will be unlocked today, with several companies seeing significant share unlocks [7][8] - 20 companies have disclosed stock repurchase progress, with several companies announcing significant repurchase amounts [9]

Group 1 - The company announced a share repurchase plan with a target to buy back between 100 million and 150 million shares, representing approximately 3% of the total share capital [1][2] - The repurchase period is set from April 16, 2025, to October 15, 2025, with a maximum purchase price of 8.85 RMB per share [1][2] - As of July 11, 2025, the company has repurchased 84,629,937 shares, accounting for 3.02% of the total share capital, with a total expenditure of 582.3841 million RMB [2] Group 2 - The repurchased shares will be used for employee stock ownership plans or equity incentives [1] - The highest purchase price recorded during the repurchase was 7.49 RMB per share, while the lowest was 6.37 RMB per share [2] - The company is committed to adhering to relevant regulations and will disclose progress on the repurchase in a timely manner [2]

| 证券代码：600057 | 证券简称：厦门象屿 | | | 公告编号：2025-059 | | --- | --- | --- | --- | --- | | 债券代码：240429 | 债券简称：23 | 象屿 | Y2 | | | 债券代码：240722 | 债券简称：24 | 象屿 | Y1 | | | 债券代码：242565 | 债券简称：25 | 象屿 | Y1 | | | 债券代码：242747 | 债券简称：25 | 象屿 | Y2 | | | 债券代码：242748 | 债券简称：25 | 象屿 | Y3 | | 厦门象屿股份有限公司 关于以集中竞价交易方式回购公司股份比例达到总股 本 3%的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 厦门象屿股份有限公司（以下简称"公司"）于 2025 年 4 月 16 日召开第九届 董事会第三十次会议，审议通过了《关于以集中竞价交易方式回购公司股份的方 案》，同意公司回购股票不低于 1 亿股（含），不超过 1.5 亿股（含），价格不超过 人民币 8.85 ...

Group 1: Institutional Research Highlights - The top twenty companies with the most institutional research in the past 30 days include Ice Wheel Environment, Boshi Jie's, Jun Ding Da, Huichuan Technology, and Dazhu Laser[5] - In the last five days, the most researched companies include Hu Dian Co., Guilin Sanjin, Ice Wheel Environment, Mankalon, and Xingrong Environment[5] - Among the top twenty companies in the past 30 days, five had ten or more rating agencies, namely Ice Wheel Environment, Boshi Jie's, Jun Ding Da, Huichuan Technology, and Dazhu Laser[5] Group 2: Shareholder Increase and Buyback Situations - From June 30 to July 4, 2025, two companies announced significant shareholder increases, both having ten or more rating agencies: Renfu Pharmaceutical and Suzhou Bank[7] - From January 1 to July 4, 2025, 234 companies announced shareholder increases, with 64 having ten or more rating agencies[24] - In the same period, 288 companies announced buyback progress, with 78 having ten or more rating agencies, including Xiamen Xiangyu, Huafa Shares, Changhong Meiling, Pingmei Shares, and Mengbaihe[28] Group 3: Financial Metrics and Recommendations - The average expected buyback amount as a percentage of the market value on the announcement date exceeded 1% for companies like Xiamen Xiangyu (6.42%), Huafa Shares (3.21%), and Changhong Meiling (3.03%)[29] - For the year 2025, 1,573 companies announced buyback progress, with 345 having ten or more rating agencies, and 93 companies had a buyback amount exceeding 1% of their market value[30]

Group 1: Institutional Research on Popular Companies - The top twenty companies with the highest number of institutional research in the past 30 days include Ice Wheel Environment, Boshi Jie, Jun Ding Da, Huichuan Technology, and Dazhu Laser [2][8] - In the last five days, the most researched companies are Hu Dian Co., Guilin Sanjin, Ice Wheel Environment, Mankalon, and Xingrong Environment [2][8] - Among the top twenty companies in the past 30 days, five have received ratings from ten or more institutions, namely Ice Wheel Environment, Boshi Jie, Jun Ding Da, Huichuan Technology, and Dazhu Laser [2][8] - Jun Ding Da and Dazhu Laser are expected to achieve significant growth in net profit attributable to shareholders in 2024 compared to 2023 [2][8] Group 2: Shareholder Increase in A-Share Listed Companies - From June 30 to July 4, 2025, two companies announced significant shareholder increases, both rated by ten or more institutions: Renfu Pharmaceutical and Suzhou Bank [3][12] - From January 1 to July 4, 2025, a total of 234 companies announced shareholder increases, with 64 rated by ten or more institutions. Among these, 19 companies have proposed increases where the average proposed amount exceeds 1% of the market value on the announcement date [3][12][14] Group 3: A-Share Buyback Situation - From June 30 to July 4, 2025, 288 companies announced buyback progress, with 78 rated by ten or more institutions. Companies with an expected buyback amount exceeding 1% of the market value include Xiamen Xiangyu, Huafa Co., Changhong Meiling, Pingmei Co., and Mengbaihe [3][16] - From January 1 to July 4, 2025, 1,573 companies announced buyback progress, with 345 rated by ten or more institutions. Among these, 93 companies have a significant buyback ratio, and several are in the board proposal stage, including Changhong Meiling, Liugong, Sanor Biotech, and others [3][18]

Core Viewpoint - The corn industry is a strategic pillar for China's food security, with significant growth in planting area, yield, and total production expected in 2024, despite short-term market adjustments due to international price fluctuations and rising costs [1][8][14]. Group 1: Industry Overview - The corn processing industry in China has developed a complete industrial chain, from primary processing to modern biobased material research, becoming a key hub for agricultural production and industrial manufacturing [1][5][14]. - Corn processing can be categorized into primary processing and deep processing, producing various products for food, feed, and industrial applications [2][3][5]. Group 2: Current Development Status - In 2024, China's corn planting area is projected to reach 44.74 million hectares, a year-on-year increase of 1.18%, with a yield of 439.4 kg/mu, contributing to a total production of 294.92 million tons, a 2.1% increase from the previous year [1][8][10]. - The total corn consumption in 2024 is expected to reach 31.78 million tons, with industrial consumption growing by 3.07% to 7.94 million tons, driven by innovations in deep processing [12][14]. Group 3: Market Trends - The corn deep processing market size is expected to adjust to 190 billion yuan in 2024, down 6.4% from its peak in 2022, but the long-term growth trend remains solid [1][14]. - The corn processing industry is transitioning towards green and low-carbon practices, focusing on high-value product development such as polylactic acid and functional sugars [24][25][26]. Group 4: Competitive Landscape - The corn deep processing industry in China has a tiered competitive structure, with leading companies like COFCO Technology and Meihua Biological occupying the top tier, focusing on high-value products [20][22]. - The market for corn starch is highly concentrated, with top companies holding over 44% market share, and there is a trend towards differentiation and expansion into biobased materials and other emerging fields [22][24].

智通财经APP获悉，7月7日共有30家上市公司的限售股解禁，解禁总市值约156.57亿元。 今日具体限售解禁股情况如下： | 股票简称 | 股票代码 | 限售股类型 | 解禁股数 | | --- | --- | --- | --- | | 厦门信达 | 000701 | 股权激励限售流通 | 453.78万 | | 钱江摩托 | 000913 | 股权激励限售流通 | 11.75万 | | 神火股份 | 000933 | 股权激励限售流通 | 519.92万 | | 厦门象屿 | 600057 | 股权激励限售流通 | 2833.65万 | | 内蒙一机 | 600967 | 股权激励限售流通 | 20.63万 | | 博威合金 | 601137 | 股权激励限售流通 | 72万 | | 科博达 | 603786 | 股权激励限售流通 | 154.24万 | | 建科股份 | 301115 | 股权激励限售流通 | 9万 | | 金河生物 | 002688 | 股权激励限售流通 | 641.1万 | | 天铁股份 | 300587 | 股权激励限售流通 | 210.44万 | | 盛帮股份 | 301233 ...