据Wind数据统计显示，8月11日，社保基金现身燕京啤酒前十大流通股东，合计持股3802.53万股，合计 持股市值达4.92亿元。 (本文来自第一财经) 截至8月11日，社保基金二季度共现身32只个股前十大流通股东，合计持股6.28亿股，合计持股市值达 93.68亿元。其中，13只个股持股数量超千万，常熟银行、燕京啤酒、东方雨虹持股数量居前，社保基 金分别持有2.78亿股、0.38亿股、0.38亿股。从社保基金持股行业分布来看，主要集中在制药、化工、 家庭耐用消费品，分别有3只、3只、3只。 ...

第 691期 2025-08-11 宏观要闻 老牌芯片公司重启IPO！曾结束中国无"芯"历史 8月10日消息，中国证监会官网显示，中星微技术股份有限公司（以下简称中星微技术）已启动上市辅导，拟在科创板 上市，辅导机构为银河证券。 新央企董事长拜访华为 8月9日晚，中国长安汽车集团董事长朱华荣发文称，他近日前往深圳拜访了华为公司创始人兼CEO任正非，并围绕产 业竞争态势、未来竞争格局等交流学习。朱华荣透露，任正非就支持长安汽车、阿维塔品牌等提出针对性、指导性意 见。另外，朱华荣还对徐直军、余承东等华为高管的交流支持表达感谢。 奇葩！公司亏损，总经理要求月薪200万？股东怒了 焦点事件 从新三板摘牌退市的机器人企业伯朗特，意外"火了"。近期，记者关注到，有网友在社交平台上分享伯朗特的"奇 葩"故事：董事长、总经理尹荣造要求自己固定月薪200万元、年终奖为"公司利润-1元"，但被董事会予以否决。记者 查询寻伯朗特相关公告发现，该情况属实。 与此同时，伯朗特第十大股东嘉兴君岚投资合伙企业（有限合伙）（以下 简称嘉兴君岚）近期发布致全体股东的公开信，对尹荣造进行声讨，并要求修改公司章程、恢复正常治理结构。 7月份CPI ...

A股共6家上市公司披露2025年半年报，其中5家盈利，1家亏损。截至8月11日，A股已累计有181家上市 公司披露2025年半年报，其中160家盈利，21家亏损，合计营收为1.73万亿元，同比增9.08%，合计净利 润为1895.77亿元，同比增16.87%。从净利润变动幅度来看，120家公司净利润同比增加，61家净利润同 比下降。 从营收来看，当日披露半年报公司中，2家营收超50亿元，工业富联、燕京啤酒、佰维存储排名居前， 上半年营收分别为3607.60亿元、85.58亿元、39.12亿元。 从营收增幅来看，当日披露半年报公司中，工业富联、佰维存储、晶华新材增幅居前，上半年增幅分别 为35.58%、13.70%、10.53%。 从净利润来看，当日披露半年报公司中，2家净利润超10亿元。工业富联、燕京啤酒、长青股份排名居 前，上半年净利润分别为121.13亿元、11.03亿元、0.42亿元。 ...

Summary of Key Points Core Viewpoint - As of August 11, 2025, a total of 181 A-share listed companies have disclosed their semi-annual reports, with 160 reporting profits and 21 reporting losses, indicating a positive trend in overall profitability in the market [1][2]. Group 1: Financial Performance - The total revenue of the 181 companies reached 1.73 trillion yuan, reflecting a year-on-year increase of 9.08% [1]. - The total net profit amounted to 189.58 billion yuan, showing a year-on-year growth of 16.87% [1]. - Among the companies that disclosed their reports, 120 experienced an increase in net profit, while 61 saw a decline [1]. Group 2: Top Performers - In terms of revenue, two companies reported over 50 billion yuan: Industrial Fulian with 360.76 billion yuan and Yanjing Beer with 8.56 billion yuan [1]. - For net profit, two companies reported over 10 billion yuan: Industrial Fulian with 12.11 billion yuan and Yanjing Beer with 1.10 billion yuan [1]. - A total of 16 companies reported net profits exceeding 1 billion yuan, with China Mobile leading at 84.24 billion yuan, followed by CATL at 30.48 billion yuan and Industrial Fulian at 12.11 billion yuan [2]. Group 3: Growth Rates - Notably, 49 companies reported a net profit growth rate exceeding 50%, with the highest growth rates seen in Zhimingda at 2147.93%, Rongzhi Rixin at 2063.42%, and Shijia Guangzi at 1712.00% [2].

Group 1: Company News - Industrial Fulian reported a revenue of 360.76 billion yuan for the first half of the year, a year-on-year increase of 35.58%, and a net profit of 12.11 billion yuan, up 38.61% [3] - Jinghua New Materials announced a revenue of 0.947 billion yuan for the first half of the year, a year-on-year increase of 10.53%, but a net profit of 3.77 million yuan, down 7.30% [4] - Yanjing Beer reported a revenue of 8.558 billion yuan for the first half of the year, a year-on-year increase of 6.37%, and a net profit of 1.103 billion yuan, up 45.45% [4] - Bawei Storage reported a revenue of 3.912 billion yuan for the first half of the year, a year-on-year increase of 13.70%, but a net loss of 226 million yuan [4] - Kaipu Testing announced a revenue of 0.111 billion yuan for the first half of the year, a year-on-year increase of 3.23%, and a net profit of 40.79 million yuan, up 3.73% [4] - Fangsheng Pharmaceutical's subsidiary received approval for a clinical trial of its innovative traditional Chinese medicine, indicating progress in its R&D efforts [4] - Jiachuan Video announced a change in control, which may impact its future operations and governance [5] - Chunguang Technology plans to invest up to 1 billion yuan in a new project for clean electrical appliances, indicating expansion in its operational capacity [5] - Shiyun Circuit plans to invest 125 million yuan in Shenzhen New Sound Semiconductor, acquiring a 3.8238% stake, which reflects its strategy to enhance its technological capabilities [5] - Wantong Development plans to invest 854 million yuan to acquire a 62.98% stake in Shudu Technology, aligning with its strategy to transition into digital technology [6] Group 2: Industry Insights - The A-share market will see 34 stocks facing unlocks this week, with a total unlock volume of 3.057 billion shares, representing a week-on-week increase of 149.66% [2] - The medical device industry is experiencing significant growth in international business, with many companies seeing high growth rates in overseas markets [7] - The medical device sector is expected to witness a performance turning point in the second half of the year, driven by policy optimizations and improving market conditions [7] - The market lacks a clear main narrative, but sectors like pharmaceuticals and overseas computing are identified as potential high-growth areas [7]

Group 1: Company Announcements - Kewei Medical plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange to enhance its global strategy and brand image [1] - Shuangdeng Group has passed the listing hearing on the Hong Kong Stock Exchange, with joint sponsors including CICC, Huatai International, and Jianyin International [2] Group 2: Financial Issues and Consumer Concerns - Zhonggong Education faces criticism for a refund policy that could take 17 years to process, attributed to financial chain issues [3] - ST Gaohong is under investigation for serious financial fraud, with a proposed fine of 160 million yuan and potential delisting risks [4] - Crocs' stock plummeted nearly 30% after announcing expected revenue declines due to cautious consumer spending and increased tariffs, with an estimated additional cost of $40 million in the second half of the year [5] Group 3: Real Estate Trends - In Hegang, the average price of new commercial housing has risen from 3046 yuan/m² to 3860 yuan/m² over five years, with a significant increase in transactions from 1134 units in 2019 to 5680 units in 2024 [4] Group 4: Market Insights - A survey indicates that only about one-third of large Japanese companies expect economic growth due to uncertainties from U.S. tariffs, a significant drop from 70% earlier in the year [9][10] - The U.S. government’s tax credit for electric vehicles is set to end, leading to a surge in electric vehicle sales, which reached a record 9.1% of total passenger car sales in July [11]

1 纪念中国人民抗日战争暨世界反法西斯战争胜利80周年大会第一次综合演练圆满结束 记者从中国人民抗日战争暨世界反法西斯战争胜利80周年纪念活动新闻中心获悉，8月9日夜间至8月10日凌晨，北京天安门地区举行了纪念中国人民抗日 战争暨世界反法西斯战争胜利80周年大会第一次综合演练，约2.2万人参加演练及现场保障工作。北京市有关方面表示，本次演练活动顺利完成。（央视 新闻） 每经记者｜王琳 每经编辑｜程鹏 张喜威 袁东 ~~~文末有福利~~~ 标题点睛： 近日，中国人民银行、国家金融监督管理总局、中国证监会联合发布《金融机构客户尽职调查和客户身份资料及交易记录保存管理办法（征求意见 稿）》，该征求意见稿中最引人注目的变化是：取消了2022年版监管规则中关于个人办理单笔5万元以上现金存取业务需"了解并登记资金来源或用途"的 硬性要求。 据岳阳日报，湘阴县居民肖某良因网上发表有关评论被行政拘留一案，近日湖南省高级人民法院再审判决撤销原行政处罚决定。针对该案涉及的执法司法 行为，岳阳市公安局、市中级人民法院已启动调查程序，并将依据调查结果依法依规作出处理。据报道，2023年7月，上述男子在一段30秒视频下发布一 条12字 ...

Group 1 - China's July M1 and M2 money supply data will be released, along with social financing scale increment and new RMB loan data for January to July [3] - The Hang Seng Hong Kong Stock Connect Innovative Drug Index announced a revision plan, excluding CXO companies, effective August 11 [3] - Italy's July CPI data will be published [3] Group 2 - The first comprehensive rehearsal for the 80th anniversary of the victory in the Chinese People's Anti-Japanese War and the World Anti-Fascist War was successfully completed, with approximately 22,000 participants [5] - The People's Bank of China, the National Financial Regulatory Administration, and the China Securities Regulatory Commission jointly issued a draft for public consultation regarding customer due diligence and transaction record management, notable for removing the requirement for individuals to declare the source of funds for cash transactions over 50,000 yuan [5] - The Henan provincial government introduced policies to support the development of specialized and innovative enterprises in the artificial intelligence sector, offering subsidies for national-level "little giant" companies [5] Group 3 - Guangdong reported 1,387 new local cases of Chikungunya fever, with no severe cases or deaths, indicating that the outbreak's rapid increase has been initially contained [6] - The police reported a case of fundraising fraud involving the "Tree拍" app, with suspects taken into custody [7] Group 4 - Long-term cooperation between Changan Automobile and Huawei was highlighted during a visit by Changan's chairman to Huawei's CEO, discussing industry competition and future strategies [10] - Huawei is set to announce breakthrough technology in AI inference on August 12, which may reduce reliance on high-bandwidth memory technology and enhance domestic AI model performance [11] Group 5 - Yanjing Beer reported a revenue of approximately 8.558 billion yuan for the first half of 2025, a year-on-year increase of 6.37%, with net profit rising by 45.45% to 1.103 billion yuan [12] - Yanjing Beer is expanding into the beverage market, with beverage product revenue reaching approximately 83.015 million yuan, a year-on-year increase of 98.69% [12] Group 6 - Southern Fund announced a significant investment of at least 230 million yuan into its equity funds, demonstrating confidence in its internal products [15] - Peet's Coffee, known as the "ancestor of Starbucks," is closing several stores in China, citing regular operational adjustments based on profitability assessments [16]

Group 1 - The company did not distribute cash dividends or issue bonus shares for the reporting period [3] - The company reported no changes in the controlling shareholder or actual controller during the reporting period [5][6] - The board of directors approved the 2025 semi-annual report and its summary with unanimous support [10] Group 2 - The company completed its risk identification, assessment, and reporting for the first half of 2025, with no major risk events occurring [15] - The board approved several amendments to internal management systems, including the modification of the "Major Risk Warning Management System" and the "Sensitive Information Screening Management System" [23][25] - The company appointed Beijing Xinli Law Firm as its legal advisor for a one-year term [12][13]

Group 1: Major Asset Restructuring and Control Changes - Kaipu Cloud (688228) is planning a significant asset restructuring and will be suspended from trading starting August 11, 2025 [2] - Jiachuan Vision's control will change from Chen Kunjian to Mao Guangfu and Li Li, with the resumption of trading on August 11, 2025 [2][3] - Hangzhou High-tech's controlling shareholder will transfer 19.03% of shares to Beijing Jirong Weiye Energy Technology Co., Ltd. for a total of 495 million yuan [2][3] - Qidi Pharmaceutical's controlling shareholder will transfer 58,606,962 shares to Hunan Sailoxian, resulting in a change of control [3] Group 2: Companies Planning to List in Hong Kong - Wanxing Technology plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy [4] - Puyuan Precision plans to issue H-shares and list on the Hong Kong Stock Exchange, considering the interests of existing shareholders [4] - Kefu Medical intends to issue H-shares and apply for listing on the Hong Kong Stock Exchange, also considering existing shareholders' interests [4] Group 3: Investment and Acquisitions - Wantong Development is planning to invest 854.44 million yuan to acquire 62.98% of Shuduo Technology, which will become a subsidiary [5][6] - Shiyun Circuit plans to invest 125 million yuan in Shenzhen New Sound Semiconductor, acquiring 3.8238% of its shares [7] Group 4: Financial Performance Highlights - Industrial Fulian reported a revenue of 360.76 billion yuan for the first half of 2025, a 35.58% increase year-on-year, with a net profit of 12.113 billion yuan, up 38.61% [9] - Yanjing Beer achieved a revenue of 8.558 billion yuan, a 6.37% increase, and a net profit of 1.103 billion yuan, up 45.45% [9] - Changqing Co. reported a revenue of 2.083 billion yuan, a 7.28% increase, and a net profit of 42.78 million yuan, up 117.75% [9] - Shuangyi Technology reported a revenue of 525 million yuan, a 44.57% increase, and a net profit of 99.87 million yuan, up 324.5% [9]