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7月9日早间新闻精选
news flash· 2025-07-09 00:21
Group 1 - The Chinese government emphasizes the need for Shanxi to implement strategies for ecological protection and high-quality development in the Yellow River basin [1] - The State Council Premier Li Qiang reassures that the Chinese economy can withstand external shocks and will support overseas Chinese enterprises [2] - The Ministry of Foreign Affairs reiterates China's stance against protectionism and trade wars, stating that there are no winners in such conflicts [3] Group 2 - In June, the retail sales of passenger cars in China reached 2.11 million units, a year-on-year increase of 18.6%, with new energy vehicles accounting for 1.111 million units, up 29.7% [6] - Changan Group is preparing for a restructuring, with a plan to be finalized in August [7] - Hunan province discovers a significant lithium ore deposit of 490 million tons, with lithium oxide resources amounting to 131,000 tons [9] - Northern Rare Earth reports a recovery in export orders for rare earth products and maintains a positive outlook on future price trends [10] - Several companies, including Shengnong Development and Juhua Co., expect substantial increases in net profits for the first half of the year, with projections ranging from 733% to 2034% [12]
7月9日早餐 | 科创板或迎首家具身智能企业;中报预告密集披露
Xuan Gu Bao· 2025-07-09 00:08
Group 1 - US stock market showed mixed results with Dow Jones down 0.37%, Nasdaq up 0.03%, and S&P 500 down 0.07% [1] - Tesla rebounded by 1.32% and Nvidia increased by 1.12%, both reaching new highs [1] - Meta Platforms and Apple saw increases of up to 0.32%, while Microsoft decreased by 0.22% and Google A dropped by 1.37% [1] Group 2 - Trump seeks to tighten clean energy tax regulations, leading to a decline in solar stocks, with SunRun falling over 11% [2] - Trump announced a 50% tariff on copper and a 200% tariff on pharmaceuticals, resulting in the largest increase in copper futures since 1968 [2] Group 3 - Meta invested $3.5 billion in EssilorLuxottica to advance its AI glasses strategy [3] Group 4 - SpaceX, owned by Musk, achieved a valuation of approximately $400 billion during a stock sale [4][11] Group 5 - Hugging Face released an open-source top model featuring dual-mode reasoning and 128K context, marking a significant advancement in AI [5] Group 6 - The 2025 Esports World Cup will be held in Riyadh, Saudi Arabia, with a total prize pool exceeding $70 million [6] Group 7 - Germany warned that the EU is prepared to retaliate if a fair trade agreement cannot be reached [7] Group 8 - Morgan Stanley predicts TSMC will continue to exceed expectations in Q2, with strong advanced process orders, although the appreciation of the New Taiwan Dollar may pose profitability challenges [8] Group 9 - The Chinese government is promoting the application of new technologies like AI in public services, as outlined in a recent policy document [9] Group 10 - Pacific Securities noted that multiple indices broke through their consolidation ranges, indicating a strong short-term market trend [10] - Everbright Securities suggested that if the Shanghai Composite Index surpasses 3500 points, it could further boost market confidence and attract more capital [10] Group 11 - Shentong Express partnered with Cainiao to accelerate the application of unmanned delivery vehicles, aiming to deploy 2000 unmanned vehicles by the end of the year [12] - Guohai Securities highlighted that the development of regulations for unmanned vehicles is paving the way for the logistics industry's standardization [12] Group 12 - The National Development and Reform Commission and six other departments released a plan to enhance the childcare service system, projecting the market size for childcare services in China to reach 151.81 billion yuan by 2024 [16]
今日,重要发布会!盘前重要消息一览
证券时报· 2025-07-09 00:02
Group 1 - Trump threatens to impose high tariffs on copper and pharmaceuticals, with a potential 200% tariff on imported drugs and a 50% tariff on copper starting from August 1, 2025 [3][4] - The State Council issued an opinion on enhancing the mechanism for efficiently completing key tasks, emphasizing the management of key task lists and inter-departmental collaboration [3][4] Group 2 - GAC Fiat announced bankruptcy, marking a significant event in the automotive industry [9] - Huayin Electric has seen a significant trading volume, with an 80.95% turnover rate over the past six trading days, indicating heightened investor interest [10] - Juhua Co. expects a net profit increase of 136% to 155% year-on-year for the first half of the year, reflecting strong financial performance [13] - Shenhua Development anticipates a net profit increase of 732.89% to 830.88% year-on-year for the first half of 2025, indicating robust growth [20]
晚间公告丨7月8日这些公告有看头
第一财经· 2025-07-08 14:24
Core Viewpoint - The article summarizes important announcements from various listed companies in the Shanghai and Shenzhen stock markets, providing insights for investors regarding their operational status and significant developments. Group 1: Company Announcements - Jinshi Technology (002951) stated that it has not engaged in any business related to stablecoins and confirmed no undisclosed significant matters [3] - New Asia Electronics (605277) reported that revenue from its "lotus core structure" technology application is less than 3.31% of total revenue, and the technology has not yet been mass-produced [4] - New Zhonggang (605162) confirmed that its main business has not undergone significant changes and its operational status remains normal [6] - Zhuoyue New Energy (688196) plans to invest 700 million yuan in a bioenergy project in Thailand, which includes a biodiesel production line with an annual capacity of 300,000 tons [7] - Zhengfan Technology (688596) intends to acquire 62.23% of Han Jing Semiconductor, aiming to enhance its competitiveness in the semiconductor sector [8] - Alliance Electronics (688311) announced that five shareholders plan to transfer 3.68% of the company's shares through a pricing inquiry [9] - Xinpeng Co., Ltd. (002328) reported that its subsidiary's investment project has been listed on the STAR Market [10] - Bayi Shikong (688181) is expanding into edge computing services, partnering with China Broadcasting Network [12] - Dafu Technology (300134) plans to invest up to 100 million yuan in Anhui Yunta Electronics [14] - Jinchengzi (688291) noted that revenue from its laser 3D printing control systems will account for less than 2% of total revenue in 2024 [15] - Dazhi (601519) confirmed that its daily operations are normal and there are no significant changes [16] - Senlin Packaging (605500) clarified that its consumer packaging business currently represents a small portion of its overall operations [17] - Guangyunda (300227) intends to acquire 56.0299% of Yilian Unlimited for 352 million yuan [18] - Xinning Electric (301388) reported no significant changes in its operational environment [19] - Shangwei New Materials (688585) announced progress in its controlling shareholder's control change plan [20] - Yong'an Futures (600927) confirmed no undisclosed significant information [21] Group 2: Performance Reports - Jingji Zhino (000048) reported June sales of 176,400 pigs, generating revenue of 310 million yuan [23] - Kemin Foods (002661) noted a 111.22% year-on-year increase in June sales revenue from its subsidiary [24] - Lihua Co., Ltd. (300761) reported a 21.3% year-on-year decline in June chicken sales revenue [25] - Xiaoming Co., Ltd. (300967) experienced a 182.52% year-on-year increase in June chicken product sales revenue [26] - Tiankang Bio (002100) reported a 19.53% year-on-year decline in June pig sales revenue [27] - Shen Shen Fang A (000029) expects a net profit increase of 1411.7% to 2034.17% for the first half of the year [29] - Juhua Co., Ltd. (600160) anticipates a net profit increase of 136% to 155% for the first half of the year [30] - Jieshun Technology (002609) expects a net profit increase of 105.68% to 193.82% for the first half of the year [31] - Haopeng Technology (001283) forecasts a net profit increase of 228.03% to 271.77% for the first half of the year [32] - Dajin Heavy Industry (002487) expects a net profit increase of 193.32% to 227.83% for the first half of the year [33] - Huace Navigation (300627) anticipates a net profit increase of 27.37% to 33.34% for the first half of the year [34] - Yatai Co., Ltd. (002284) expects a net profit increase of 81.97% to 101.13% for the first half of the year [35] - Huagong Technology (000988) forecasts a net profit increase of 42.43% to 52.03% for the first half of the year [36] - Shangwei Co., Ltd. (603333) expects a net loss of 27 million to 35 million yuan for the first half of the year [37] Group 3: Major Contracts and Share Transactions - Hongyuan Green Energy (603185) signed a cooperation agreement with Jiangsu Shunfeng Photovoltaic Technology [38] - Pulite (002324) announced a procurement contract for a 30MWh sodium-ion battery energy storage system [40] - Hisense Home Appliances (000921) plans to increase its shareholding by 6.92 million to 13.86 million shares [41] - Yanpai Co., Ltd. (301081) intends to increase its shareholding by 17 million to 34 million yuan [42] - Yuanzu Co., Ltd. (603886) announced a plan to reduce its shareholding by up to 1% [43] - 吉祥航空 (603885) plans to reduce its shareholding by up to 1% [44] - Jin Domain Medical (603882) intends to reduce its shareholding by up to 1% [45] - Chao Tu Software (300036) announced plans for its controlling shareholder to reduce its shareholding by up to 2.01% [46] - Xintong Lian (603022) plans to reduce its shareholding by up to 3% [47] - Dongfang Zhongke (002819) intends to reduce its shareholding by up to 3% [48] - Shuo Beid (300322) plans to repurchase shares worth 20 million to 30 million yuan [49]
深深房A: 2025年半年度业绩预告
Zheng Quan Zhi Xing· 2025-07-08 12:09
告为准。 深圳经济特区房地产(集团)股份有限公司董事会 | 深圳经济特区房地产(集团)股份有限公司 | | | | | --- | --- | --- | --- | | Shenzhen Special Economic Zone Real Estate & Properties | (Group) | Co.,Ltd | | | 证券代码:000029、200029 证券简称:深深房A、 深深房B | | | | | (公告编号:2025-018) | | | | | 深圳经济特区房地产(集团)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、本期业绩预计情况 | | | | | (一)业绩预告期间 | | | | | (二)业绩预告情况 | | | | | 预计净利润为正值且属于下列情形之一: | | | | | ?扭亏为盈 ? 同向上升 ?同向下降 | | | | | 项 目 本报告期 | | 上年同期 | | | 盈利:8,500 万元–12,000 万元 | | | | | ...
深深房A(000029) - 第八届董事会第十九次会议决议公告
2025-06-24 08:45
深圳经济特区房地产(集团)股份有限公司 第八届董事会第十九次会议决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整,没有虚假记载、误导性陈述或 重大遗漏。 深圳经济特区房地产(集团)股份有限公司 Shenzhen Special Economic Zone Real Estate & Properties (Group) Co., Ltd 证券代码:000029、200029 证券简称:深深房 A、深深房 B (公告编号:2025-017) 本议案在提交董事会审议前已经董事会薪酬与考核委员会审议通过。 表决结果:同意 9 票;反对 0 票;弃权 0 票。 三、备查文件 一、董事会会议召开情况 深圳经济特区房地产(集团)股份有限公司(以下简称公司)第八届董事会第十 九次会议于2025年6月24日(星期二)以通讯方式召开,本次会议通知及材料已于 2025年6月17日以电子邮件方式发送至各位董事。会议应出席的董事9名,实际出席 的董事9名。会议的召开符合有关法律、行政法规、部门规章、规范性文件及《公 司章程》的规定。 二、董事会会议审议情况 审议通过《关于高级管理人员 2023 年度绩效考核结果及应用方案 ...
深深房A(000029) - 关于诉讼事项进展的公告
2025-06-11 09:15
一、本次诉讼事项的基本情况 深圳经济特区房地产(集团)股份有限公司(以下简称"公司")因与广东 建邦集团(惠阳)实业有限公司等企业借款合同纠纷向广东省惠州市惠阳区人民 法院提起诉讼,具体内容详见公司于2024年1月13日在《中国证券报》《证券时 报》和巨潮资讯网(www.cninfo.com.cn,下同)披露的《关于诉讼事项的公告》 (公告编号:2024-001)。 二、本次诉讼事项的进展情况 公司已根据生效民事裁判申请强制执行,广东省惠州市中级人民法院受理并 启动执行前和解督促程序,案号为(2025)粤13执前督339号。 深圳经济特区房地产(集团)股份有限公司 Shenzhen Special Economic Zone Real Estate & Properties (Group) Co., Ltd 证券代码:000029、200029 证券简称:深深房 A、深深房 B (公告编号:2025-016) 深圳经济特区房地产(集团)股份有限公司 关于诉讼事项进展的公告 本公司及董事会全体成员保证公告内容真实、准确和完整,没有虚假记载、误导性陈述 或重大遗漏。 鉴于本次诉讼案件的执行结果存在不确定性,其对公 ...
深深房A(000029) - 第八届董事会第十八次会议决议公告
2025-06-04 08:45
深圳经济特区房地产(集团)股份有限公司 Shenzhen Special Economic Zone Real Estate & Properties (Group) Co., Ltd 证券代码:000029、200029 证券简称:深深房 A、深深房 B 审批流程:由公司开发业务相关部门提出投资方案,经总经理办公会和党委会 审议通过,董事长批准后实施。如成功竞得土地,须及时向董事会报告,并按相关 规定履行信息披露义务。 第八届董事会第十八次会议决议公告 本公司及董事会全体成员保证公告内容真实、准确和完整,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 深圳经济特区房地产(集团)股份有限公司(以下简称公司)第八届董事会第十 八次会议于 2025 年 6 月 3 日(星期二)以通讯方式召开,本次会议通知及材料已 于 2025 年 5 月 28 日以电子邮件方式发送至各位董事。会议应出席的董事 9 名,实 际出席的董事 9 名。会议的召开符合有关法律、行政法规、部门规章、规范性文件 及《公司章程》的规定。 二、董事会会议审议情况 审议通过《关于授权公司管理层决定参与国有土地使用权"招拍挂"事宜的 ...
深深房A(000029) - 2024年度股东大会决议公告
2025-05-22 11:15
深圳经济特区房地产(集团)股份有限公司 Shenzhen Special Economic Zone Real Estate & Properties (Group) Co.,Ltd 证券代码:000029、200029 证券简称:深深房A、深深房B (公告编号:2025-014) 深圳经济特区房地产(集团)股份有限公司 2024年度股东大会决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整,没有虚假记载、误导 性陈述或重大遗漏。 重要提示: 1.本次股东大会无否决提案的情形。 2.本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 7.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》的规定。 (二)会议出席情况 1.股东出席的总体情况: 通过现场和网络投票的股东 74 人,代表股份 636,014,289 股,占公司有表 (一)会议召开情况 1.召开方式:现场表决与网络投票相结合的方式召开。 2.现场会议召开时间:2025 年 5 月 22 日(星期四)14 点 30 分开始。 3.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 ...
深深房A(000029) - 关于深圳经济特区房地产(集团)股份有限公司2024年度股东大会的法律意见书
2025-05-22 11:15
广东法制盛邦(深圳)律师事务所 关于深圳经济特区房地产(集团)股份有限公司 2024 年度股东大会的法律意见书 基于上述,本所律师依据《中华人民共和国公司法》、《中华人民 共和国证券法》、《上市公司股东大会规则》等法律法规及公司章程, 并按照律师行业公认的业务标准、道德规范及勤勉尽责精神,出具法 律意见如下: 一、本次股东大会召集、召开的程序 本次股东大会由公司董事会召集。公司第八届董事会第十六次会 议于 2025 年 3 月 21 日作出决议,决定召开本次股东大会。公司于 2025 年 3 月 22 日在《中国证券报》、《证券时报》和巨潮资讯网上披 露了相关董事会决议,于 2025 年 4 月 28 日刊登了《经济特区房地产 (集团)股份有限公司 2024 年度股东大会通知》,将本次股东大会召开 的时间、地点、股权登记日、网络投票时间、网络投票程序、审议事 项等告知全体股东,并说明了本次会议采取现场投票与网络投票相结 合的方式。 公司本次股东大会现场会议于 2025 年 5 月 22 日下午在广东省深 圳市人民南路深房广场 47B 会议室召开。本次股东大会由公司董事长、 总经理唐小平先生主持,有关本次股东大 ...