5、北方稀土、牧原股份上半年净利预增超10倍。 早 报 精 选 1、 国办：进一步加大稳就业政策支持力度。 2、工信部：开通重点车企践行账期承诺反映窗口。 3、多家硅片企业昨日上调了硅片报价，不同尺寸的硅片价格涨幅在8%—11.7%。 4、欧盟官员称特朗普政府未表现出贸易谈判诚意，已准备好反制。 行 业 新 闻 1、 工业和信息化部9日开通了"重点车企践行账期承诺线上问题反映窗口"。窗口主 要受理的问题包括：重点车企未践行60天支付期限承诺，在采购合同中约定的付款期 限超过60天；重点车企强制或变相强制中小企业接受商业汇票、应收账款电子凭证等 非现金支付方式等。 宏 观 新 闻 1、 国务院办公厅印发《关于进一步加大稳就业政策支持力度的通知》。《通知》明 确，支持企业稳定就业岗位。扩大稳岗扩岗专项贷款支持范围，深化政银合作，优化 业务流程，进一步提升贷款便利程度。《通知》提出，激励企业扩岗吸纳就业。扩大 社会保险补贴范围，对重点行业领域的中小微企业吸纳重点群体就业并按规定为其缴 纳有关费用的，按照个人缴费额的25%给予社会保险补贴。扩大以工代赈政策覆盖范 围和项目实施规模，广泛吸纳重点群体就业。 2、7月9日 ...

1 、 国家统计局发布数据，中国 6 月 CPI 同比上涨 0.1% ，为连续下降 4 个月后转涨； 核心 CPI 继续回升，同比上涨 0.7% ，创 14 个月新高。 6 月 PPI 环比下降 0.4% ，降幅与上月相同，同比下降 3.6% ，降幅比上月扩大 0.3 个百分点。 3 、美国总统特朗普在社交媒体平台上发布致 8 个国家领导人有关加征关税的信函。 其中，巴西将被征收 50% 的关税，利比亚、伊拉 克、阿尔及利亚和斯里兰卡将被征收 30% 的关税，文莱和摩尔多瓦的税率是 25% ，菲律宾的税率是 20% 。新税率将从 8 月 1 日起生 效。 此前，特朗普已向日本、韩国等 14 个国家发出了首批关税信函，关税税率从 25% 到 40% 不等。他同时预告本周还会有更多此类 信函发出。 4 、 英伟达收高 1.80% ，股价创历史新高，市值盘中一度突破 4 万亿美元关口，成为全球首家市值达到该里程碑的公司， 超过英国、 法国、德国等国家的股票总市值。自今年 4 月的低点以来，英伟达股价已涨近 90% 。美国投行 Wedbush 分析师 Dan Ives 预计，英 伟达市值可能会在未来 18 个月内达到 ...

Group 1 - Muyuan Foods expects a significant increase in net profit for the first half of 2025, projecting a profit of 10.5 billion to 11 billion yuan, representing a year-on-year growth of 924.6% to 973.39% [1][2] - The increase in profit is attributed to a rise in pig sales volume and a decrease in breeding costs compared to the previous year [2][3] Group 2 - TCL Technology anticipates a net profit of 1.8 billion to 2 billion yuan for the first half of 2025, reflecting a year-on-year increase of 81% to 101% [1][4] - The company's revenue is projected to be between 82.6 billion and 90.6 billion yuan, with a growth rate of 3% to 13% compared to the same period last year [1][4] - The semiconductor display business is expected to achieve a net profit exceeding 4.6 billion yuan, marking a growth of over 70% [3] Group 3 - TCL Zhonghuan is projected to incur a net loss of 4 billion to 4.5 billion yuan in the first half of 2025, compared to a loss of 3.064 billion yuan in the same period last year [4][5] - The loss is attributed to a decline in product prices and inventory impairment due to supply-demand imbalances in the industry [5] Group 4 - Shanghai Pharmaceuticals expects a net profit of 4.45 billion yuan for the first half of 2025, representing a year-on-year increase of approximately 52% [6] - The increase is partly due to the acquisition of a 10% stake in Shanghai Hutchison Pharmaceuticals, which has been consolidated into the financial statements [6] Group 5 - Northern Rare Earth anticipates a net profit of 900 million to 960 million yuan for the first half of 2025, indicating a year-on-year increase of 1882.54% to 2014.71% [7] - The growth is driven by improved production management, cost reduction, and increased sales of key products [7] Group 6 - Ganfeng Lithium expects a net profit of 600 million to 640 million yuan for the first half of 2025, reflecting a year-on-year increase of 100.73% to 114.12% [13] - The growth is attributed to significant revenue increases and effective cost control measures [13] Group 7 - Foster anticipates a net profit decrease of 49.05% for the first half of 2025, projecting a profit of 473 million yuan [17] - The decline is due to oversupply in the photovoltaic industry and intensified market competition, leading to lower sales prices [17]

Group 1 - The core viewpoint of the articles highlights the significant performance improvement of Muyuan Foods, with a projected net profit of 10.5 to 11 billion yuan for the first half of the year, representing a year-on-year increase of 924.60% to 973.39% [1][2] - Muyuan Foods has successfully reduced its breeding costs from 13.1 yuan per kilogram at the beginning of the year to below 12.1 yuan per kilogram by June, approaching its annual cost target of an average of 12 yuan per kilogram [1][2] - Other leading pig farming companies, such as New Hope and Wen's Foodstuffs, are also targeting cost reductions, with New Hope aiming for an overall operational cost below 13 yuan per kilogram this year [3][4] Group 2 - The top four pig farming companies have achieved over 50% of their half-year output targets, with Muyuan Foods, Wen's Foodstuffs, and New Hope leading in terms of the number of pigs sold [7] - The future pig cycle is expected to exhibit characteristics of "weak cycles, narrow fluctuations, and slow changes," indicating a stable long-term outlook for the industry [8] - Muyuan Foods plans to reduce its debt by 10 billion yuan by 2025, while its capital expenditures are expected to be less than annual depreciation in 2024, enhancing cash flow and profit certainty [8]

蜀道装备公告，公司于2025年2月17日签订《股份收购意向性协议》，计划购买河南科益气体股份有限 公司65.43%股权。协议签署后，各方就交易条件进行了多轮磋商，但最终在关键条款上未能达成一 致。 业绩披露 每经记者｜王琳 每经编辑｜文多 并购重组 华大九天：终止筹划重大资产重组事项 华大九天公告，公司董事会于7月9日审议通过了终止发行股份及支付现金购买资产的相关议案。公司原 计划收购芯和半导体科技（上海）股份有限公司100%股份，但交易各方未就核心条款达成一致。 蜀道装备：终止收购科益气体65.43%股权 牧原股份：预计上半年归母净利润同比增长1130%~1190% 牧原股份公告，预计2025年上半年净利润为105亿元~110亿元，同比增长924.6%~973.39%；归属于上市 公司股东的净利润为102亿元~107亿元，同比增长1129.97%~1190.26%。 上海医药：预计上半年归母净利润同比增长约52% 上海医药公告，预计2025年上半年实现归母净利润为44.50亿元，与上年同期相比，将增加15.08亿元， 同比增长约52%。主要原因是公司于2025年4月完成收购上海和黄药业有限公司10%股权的交 ...

7月9日晚间，沪深两市多家上市公司发布公告，以下是第一财经对一些重要公告的汇总，供投资者 参考。 2025.07. 09 【品大事】 五连板华光环能：公司生产经营活动一切正常 基本面没有发生重大变化 五连板华光环能(600475)发布股票交易风险提示公告称，近5个交易日公司股票累计换手率为 29.41%，接近30%，公司股票可能存在非理性炒作风险。截至目前，公司主要围绕环保与能源两大 领域开展设计咨询、设备制造、工程建设、运营管理、投资等一体化业务。公司生产经营活动一切正 常，内部生产经营秩序正常，基本面没有发生重大变化，主营业务结构未发生重大变化，内外部经营 环境未发生重大变化。 安德利：实控人之一王安向其女王萌转让所持BVI平安90%股权 安德利(605198)公告，公司控股股东China Pingan Investment Holdings Limited（BVI平安）近 期发生股权结构变动，实际控制人之一王安向其女王萌转让其持有的BVI平安90%的股权。此次转让 不涉及通过证券交易所的交易行为，控股股东、实际控制人及其一致行动人持有的公司股份数量、持 股比例及表决权均未发生变化。股权结构变动完成后，B ...

志特转债：强赎 友发集团：预计2025年半年度盈利2.77亿至3.07亿，同比增长151.69%至178.93% 福斯特：预计上半年净利润同比减少49.05% 牧原股份：预计2025年半年度盈利102亿至107亿，同比增长1129.97%至1190.26% 锡振转债：7月14日上市 华辰转债，路维转债：【上市】 关注集思录微信 特别提示 本文不构成任何投资建议，仅为信息分享。任何因本文导致的投资行为发生的亏损，本公众号 及作者概不承担任何责任。 集思录(www.jisilu.cn)是一个以数据为本的投资理财社区，专注于新股、可转债、债券、封闭 基金等数据服务。我们的理念是在保证本金安全的前提下，使资产获得稳健增长。 快捷查询： 搜索公众号"jisilu8"添加我们 泰福泵业：公司拟现金收购南洋华诚不低于51%股份 漱玉转债，声迅转债，文科转债：不下修 ...

在生猪价格震动走低的背景下，超两千亿市值的"猪茅"交出了一份惊人的业绩预增报告。 7月9日晚间，牧原股份（002714.SZ）发布了2025年半年度业绩预告，预计上半年实现归母净利润102亿 至107亿元，同比增长1129.97%至1190.26%；实现扣非归母净利润106亿元至111亿元，同比增长 882.95%至929.31%。基本每股收益同步跃升至1.90-2.00元/股，远超去年同期的0.15元/股。 值得注意的是，当前生猪价格仍处在下行区间。牧原股份此前披露的销售简报显示，2025年1-2月商品 猪价格为14.76元/公斤，但到了6月份，价格已下滑至14.08元/公斤，对比去年同期更是下跌20.59%。 对于业绩的大涨，牧原股份解释为，报告期内公司生猪出栏量较去年同期上升导致收入上升，且生猪养 殖成本较去年同期下降。 相关销售数据显示，牧原股份2025年1至6月份，生猪销售累积3839.4万头，较2024年同期的3238.8万 头，同比增长18.54%。销售收入方面，今年上半年为708.68亿元，较去年同期的560.22亿元，同比增长 了26.5%。 成本方面，牧原股份此前发布的投资者活动纪录显示， ...

Group 1 - The State Council issued a notice to enhance employment support policies, focusing on stabilizing employment, enterprises, markets, and expectations to promote high-quality economic development [1] - The Ministry of Industry and Information Technology opened a feedback window for key automotive companies to address issues related to payment cycles for small and medium-sized enterprises [1] - Two departments released an action plan for metrology support for industrial productivity development from 2025 to 2030, emphasizing core metrology technologies for integrated circuits [1] Group 2 - Multiple silicon wafer companies raised their prices today, with price increases ranging from 8% to 11.7% for different sizes of wafers, amid slowing terminal demand in the domestic photovoltaic market [1] - BGI terminated the acquisition of 100% equity in Chip Semiconductor [2] - Alibaba completed the issuance of HKD 12.023 billion zero-coupon exchangeable bonds [2] - Jin'an Guoji expects a year-on-year increase of 4700% to 6300% in net profit excluding non-recurring items for the first half of the year [2] - Yandong Micro plans to reduce its stake by 1% through the National Integrated Circuit Fund and Jingguorui [2] - Muyuan Foods anticipates a year-on-year increase of 1130% to 1190% in net profit attributable to shareholders for the first half of the year [2] - Huayin Power experienced a significant short-term stock price increase, exceeding the growth of the industry and the Shanghai Composite Index [2] - Huaguang Huaneng, with no major changes in fundamentals, continues to operate primarily in the environmental protection and energy sectors [2]

Group 1: Company Announcements - Huayin Power's stock has seen a significant short-term increase, with a cumulative rise of 79.82% since July 1, 2025, which is substantially higher than the industry and Shanghai Composite Index [5] - Zhongyan Chemical's subsidiary acquired natural soda mining rights for 6.80866 billion yuan [6] - Shudao Equipment has terminated the acquisition of a 65.43% stake in Keyi Gas [10] - New Link Electronics expects a net profit of 166 million to 198 million yuan for the first half of 2025, marking a turnaround from a loss of 41.2841 million yuan in the same period last year [12] Group 2: Profit Forecasts - Xian Da Co. anticipates a net profit increase of 2443.43% to 2834.73%, projecting 130 million to 150 million yuan for the first half of 2025 [2] - Shanghai Pharmaceuticals expects a net profit of 4.45 billion yuan for the first half of 2025, a 52% increase from the previous year [3] - Yonghe Co. forecasts a net profit of 255 million to 280 million yuan, representing a year-on-year increase of 126.30% to 148.49% [4] - Xiangyuan Cultural Tourism projects a net profit of 90 million to 97 million yuan, an increase of 51.44% to 63.22% [5] - Ganli Pharmaceutical expects a net profit of 600 million to 640 million yuan, a growth of 100.73% to 114.12% [6] - Jiangshan Co. anticipates a net profit of 300 million to 360 million yuan, reflecting a year-on-year increase of 75.65% to 110.78% [6] - Zhiwei Intelligent expects a net profit of 91.98 million to 112 million yuan, a growth of 62.85% to 99.06% [9] - Wanliyang forecasts a net profit of 270 million to 290 million yuan, an increase of 46.68% to 57.55% [11] - Wohua Pharmaceutical expects a net profit of 37 million to 53 million yuan, a significant increase of 233.89% to 378.27% [14] - Chenguang Biological anticipates a net profit of 202 million to 232 million yuan, a growth of 102.33% to 132.38% [15] - Muyuan Foods expects a net profit of 10.5 billion to 11 billion yuan, a staggering increase of 924.6% to 973.39% [15] - New Beiyang forecasts a net profit of 34.7 million to 38.2 million yuan, a growth of 100% to 120% [16]