Group 1 - The core viewpoint of the news highlights the resurgence of the stablecoin concept and the strong performance of the fintech sector, driven by multiple policy catalysts and the expansion of digital currency trials in China [1] - The China Securities Big Data Industry Index (930902) rose by 1.29%, with constituent stocks like Hengsheng Electronics hitting the daily limit, and other companies such as Shenzhou Information and Tianxia Show increasing by 6.00% and 5.36% respectively [1] - Ant Group-related stocks saw significant gains, with Hengsheng Electronics being a direct driver of the sector's strength, reflecting a broader trend of positive global policy towards Web3.0 and blockchain technology [1] Group 2 - The Data ETF (516000) closely tracks the China Securities Big Data Industry Index, which includes companies in big data storage, analysis technology, and operational platforms, reflecting the overall performance of the big data and computing power industry [2] - The index captures key segments of the data industry chain, including leading technology firms and innovative companies rapidly implementing applications, thus seizing development opportunities driven by "computing power foundation + scenario innovation" [2] - The big data industry is becoming a critical sector that can withstand economic cycles, supported by policy benefits and technological advancements, with the Data ETF providing investors a tool to access core assets in this field [2]

开源证券股份有限公司齐东,胡耀文,杜致远近期对万科A进行研究并发布了研究报告《公司信息更新报 告：销售均价有所提升，股东持续借款提供支持》，给予万科A中性评级。 万科A(000002) 销售规模下降幅度较大，股东持续借款提供支持，下调至"中性"评级2025年6月12日，万科发布公告称， 公司通过集中竞价交易方式已完成所有A股库存的出售，出售股份数量为7295.6万股，占公司总股本的比 例为0.61%，出售所得资金总额为4.79亿元，成交均价为6.57元/股。6月6日，公司发布公告称，第一大股 深铁集拟向公司提不超过30亿元借款，借款利率为2.34%，此次借款系公司年内第五次获得深铁集团借 款。公司5月及1-5月销售规模有所收缩，销售单价有所提升。公司积极借助大宗交易、REITs发行、金融 支持政策等化解经营压力。惟其艰难，方显勇毅，我们期待万科能够安全穿越周期，构筑房企发展新模 式，我们下调2025-2026并新增2027年盈利预测，预计2025-2027年公司归母净利润分别为-73.22、5.57、 13.14亿元(原值-19.92、17.51亿元)，EPS分别为-0.61、0.05、0.11元，当前股价对 ...

6月16日："农产品批发价格200指数"比上周五下降0.12个点 金十期货6月16日讯，据农业农村部监测，6月16日"农产品批发价格200指数"为112.83，比上周五下降 0.12个点，"菜篮子"产品批发价格指数为112.86，比上周五下降0.14个点。截至今日14:00时，全国农产 品批发市场猪肉平均价格为20.37元/公斤，比上周五上升0.5%。 ...

智通财经APP获悉，中信建投发布研报称，2024年四季度以来建筑板块走势主要受化债政策、外部扰 动、行业景气度三大因素驱动，5月以来随着中美谈判取得积极进展，市场风险偏好提升，积极情绪开 始外溢到建筑行业，低估值央国企在宏观预期改善和中国资产重估影响下估值有望明显提升。具体区域 和领域方面，该行认为在土地市场恢复缓慢的背景下，地方财力形成基建软约束，应重点关注支出扩张 尚有余力的经济发达地区和专项债、特别国债、央企投资充足的西部地区，关注核电、新质基建、一带 一路建设等优质细分领域。 中信建投主要观点如下： 建筑板块受外部扰动和基本面影响较大 截至6月12日AH股市场风险偏好均处于较高水平，随着中美对话落实与宏观预期转好，市场风险偏好可 能会从较高水平向低水平扩散，建筑板块的低估值、低配置和红利特征有望实现轮动"补涨"。同时建筑 红利资产主要集中在八大建筑央企与分红较高的地方基建国企，其盈利实现主要归功于自身经营和宏观 改善，与传统红利资产有明显不同，在宏观预期改善和中国资产重估中受益弹性更高。 财政对基建形成软约束，重点关注高景气区域和领域 2024年四季度以来建筑板块走势主要受化债政策、外部扰动、行业景气 ...

多业务赛道并行发展，打造全方位医药产业矩阵 步长制药(603858.SH)于5月27日审议通过了《关于公司2025年中期分红安排的议案》，将加大投资者回报力度，分享经营成果，提振投资者的持股信心。此 次分红为公司上市来首次进行中期分红，一方面体现公司积极响应新"国九条"号召，把回报投资者落在实处，另一方面也反映公司管理层对公司未来持续高 质量发展的坚定信心。作为国内中医药龙头企业，步长制药从持续回馈股东，到深入履行社会责任，再到全方位业务矩阵，探索出一条兼具经济效益与社会 价值的发展路径。 注重投资者回报，多次分红回馈投资者 近期，新"国九条"的发布强化了上市公司现金分红监管，提出增强分红稳定性、持续性和可预期性，同时证监会配套政策鼓励中期分红、春节前分红等创新 形式。在此背景下，多家企业纷纷加入多次分红行列，让投资者切实享受到企业的发展红利。 自上市多年以来，步长制药始终注重投资者回报，亦积极加入到多次分红的行列，公司已于近日落地中期分红议案；同时，Wind数据显示，自2016年上市 以来，公司累计分红超75亿元，平均分红率超85%，远超募集资金，派息融资比接近200%。 另外，步长制药于今年4月份加大回购 ...

当下，震有科技业绩刚有所改善，便又抛出一份定增事项，欲持续加码主业，尤其是核心网业务覆盖的 卫星互联网。需要指出的是，公司IPO募投的卫星互联网业务尚在亏损，核心网收入不足1亿元。此番 再推大额定增，震有科技有着"豪赌"卫星互联网的意味。 拟定增不超10.96亿元，前次定增曾主动撤回 震有科技《2025年度向特定对象发行A股股票预案》显示，公司拟向特定对象发行股票，募集资金总额 不超过10.96亿元，其中7.09亿元用于"卫星互联网通信产品研发及产业化项目"，3.6亿元用于"全光网络 系统研发及产业化项目"。发行对象为不超过35名特定投资者，发行数量不超过4813.87万股。 | 序号 | 项目名称 | 拟投资总额 | 拟用募集资金投资金额 | | --- | --- | --- | --- | | I | 卫星互联网通信产品研发及产业化项目 | 70.900.00 | 70.900.00 | | 2 | 全光网络系统研发及产业化项目 | 36,000.00 | 36,000.00 | | | 合计 | 106,900.00 | 106,900.00 | 6月12日晚，震有科技（688418.SH）发布定增预 ...

Core Viewpoint - Recent developments in the liquor industry include shareholder meetings, dividend announcements, and significant personnel changes, reflecting investor interest in stock buybacks and dividends [2] Company Dynamics - Yao Anna has been appointed as the cultural heritage ambassador for Zhenjiu Lidou, a Hong Kong-listed liquor company, as part of efforts to apply for UNESCO recognition for Chinese liquor as a world intangible cultural heritage [3] - Luzhou Laojiao announced that it has executed over half of its share buyback plan, having repurchased 2,133,750 shares, amounting to approximately 271.65 million yuan, which is 90% of the planned upper limit [4] - Kweichow Moutai has adjusted its 2024 profit distribution plan, increasing the cash dividend per share from 27.624 yuan to 27.673 yuan, totaling 34.671 billion yuan in cash dividends [5] - Zhangyu A announced the sale of its French brandy assets for a total of approximately 4.93 million euros (about 39.33 million yuan) [6] Personnel Changes - Two executives, Xiang Ping and Zhang Guichao, have been appointed as members of the Moutai Group's Party Committee, bringing extensive production and marketing experience [9][10] - Yang Weiguo has resigned from his position as a director of Yanghe Co., due to work relocation, effective immediately [11] - Zhangyu A has announced a new board and executive team, electing Zhou Hongjiang as chairman and retaining Sun Jian as general manager [12] - Chen Weimin has been appointed as the new general manager of Yiyaton, following the resignation of Zhou Guohui [14] New Products - Guizhou Zhenjiu has launched a strategic new product called "Dazhen·Zhenjiu," which is a high-end liquor made from over 200 different base liquors, aimed at the ultra-premium market [15] Industry Insights - Guosheng Securities suggests two main investment strategies in the beverage sector: focusing on quality leaders and high-margin improvement targets, as the industry is expected to see a surge in new product launches and seasonal demand [16]

6 月9 日，大河财立方记者从中豫具身智能实验室获悉，卓益得人形机器人行者二号（以下简称行者二 号）于当日在京东商城正式上线。行者二号由卓益得机器人和中豫具身智能实验室联合研发，在河南中 原科技城生产制造，曾以续航第一的能力获得了北京亦庄人形机器人半程马拉松季军，同时获得了张江 开发者大会暨国际人形机器人技能大赛全地形挑战赛冠军。本次在京东商城上线的行者二号，分为标准 版X2、旗舰版X2 Pro 两款，价格区间在16 万~25 万元，具有工业配送、AI 语音识别等功能，适合智能 学习、娱乐陪伴等应用场景，续航时间3~6 小时。"我们的机器人参与618 大促活动。"中豫具身智能实 验室工作人员介绍，行者二号身高170 厘米，体重仅32 公斤，采用混合肌腱驱动、多电机协同，关节反 驱性能好，有着高效能、低背隙等优势，不仅能听会说、对话自然，还能表现出丰富的动作。目前，除 行者二号外，宇树、奇点、众擎等多款人形机器人也在京东商城上线。根据功能、配置不同，价格在9 万~78 万元不等。参与研发制造行者二号的中豫具身智能实验室位于郑州市郑东新区中原科技城。近年 来，中原科技城以中豫具身智能实验室和中原人工智能产业技术研 ...

Group 1 - The stock of Anglikang has experienced a significant increase, with 6 limit-up days in the last 10 trading days, resulting in a cumulative increase of 92.50% and a cumulative turnover rate of 154.11% [2] - As of 13:50, the stock's trading volume reached 27.54 million shares, with a transaction amount of 756 million yuan, and a turnover rate of 14.86% [2] - The latest total market capitalization of A-shares is 5.848 billion yuan, while the circulating market capitalization is 5.371 billion yuan [2] Group 2 - The stock has appeared on the Dragon and Tiger list twice due to a cumulative deviation in the increase of 20% over three consecutive trading days and a daily deviation of 7% [2] - Institutional investors have net bought 183 million yuan, while brokerage seats have collectively net sold 16.29 million yuan [2] Group 3 - The company's Q1 report shows total operating revenue of 346 million yuan, a year-on-year decrease of 15.31%, and a net profit of 16 million yuan, a year-on-year decrease of 43.63% [2] - The stock's daily performance over the past days indicates fluctuations in both price and turnover rates, with notable increases on several days [2]

智通财经6月16日电，利弗莫尔证券显示，新奥天然气股份有限公司向港交所提交上市申请书，保荐机 构为中金公司。 ...