近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.06.20 | -10.07 | 9.08 | 272.34 | | 2025.06.19 | 3.55 | 13.64 | -10938.59 | | 2025.06.18 | 9.90 | 5.64 | 7202.11 | | 2025.06.17 | -5.65 | 7.93 | 236.80 | | 2025.06.16 | 8.24 | 11.08 | -8731.22 | | 2025.06.13 | 9.94 | 3.79 | 2939.10 | | 2025.06.12 | -1.16 | 0.52 | -80.05 | | 2025.06.11 | 0.58 | 0.50 | -81.19 | | 2025.06.10 | -0.29 | 0.70 | -95.78 | | 2025.06.09 | 1.77 | 0.72 | 630.76 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） ...

今年"三夏"期间，中国石化共设置1.1万座保供站点、1.2万个绿色通道，服务农机用户超400万次，开展 送油下乡服务近6000车次，全力服务"三夏"。 "三夏"期间，中国石化销售公司增加国内汽柴油资源供应量、提前做好资源供应优化方案，开辟加油绿 色通道1.2万个，全力保障"三夏"用油供应。中国石化江苏石油在全省1200座加油站备足柴油、尿素等 重要农用物资，并在农地周边加油站设立"助农加油绿色通道"，开通24小时夜间叫醒服务，确保收割车 辆即到即加。河北石油选取333座加能站作为专供站点，实施柴油惠农政策，提供一站式服务，切实加 强农机作业服务保障，助力夏粮颗粒归仓。 此外，中国石化湖北石油与湖北省农业事业发展中心签署战略合作协议，充分利用1000余个网点的优 势，统筹调配10万吨惠农柴油，推出一系列便民惠民措施，助力湖北夏粮丰产丰收。化销华北向甘肃石 油定点帮扶对象文县堡子坝镇的药材种植户捐赠约10吨当归专用肥料，及时满足药材种植用肥需求。 为服务全国"三夏"农业生产，近日，中国石油开启了跨省区集中调度"送油到田"助农服务新模式；中国 石化充分发挥成品油供应渠道优势，持续强化保供、支援农户、予惠于农，全力为 ...

金十图示：2025年06月23日（周一）中国工商银行账户贵金属行情 ...

6月以来，多家券商研究机构陆续发布2025年下半年投资策略。其中中信证券表示：展望未来一年，中 国权益资产正迎来年度级别牛市。从2025年四季度开始，全球主要经济体在经济和政策周期上预计再次 同步，财政和货币同时扩张，港股和A股市场将望迎来指数牛市。 其进一步指出，下半年，市场风格上也会发生2021年以来的重大切换，从持续4年的中小票题材轮动， 转向核心资产的趋势性行情。 俗话说下有底，上有顶，如今市场的安全边际怎么样？从内外部因素来看，未来扰动对市场风险偏好形 成更大冲击的概率较低，内需承压背景下，短期A股更容易陷入题材轮动的博弈。一方面，中信证券指 出，预计中美谈判仍将处于拉锯战模式；另一方面，当前活跃资金仓位并不高，短期资金大幅流出的概 率较低。 从衡量市场冷热的估值指标看，目前也来到了一个具备性价比的阶段。截至6月19日，中证A500指数最 新市盈率仅为14.83倍，位于历史中枢水平，市净率仅为1.51，位于历史18.98%的低位。 数据来源：wind，截 至2025/6/19 除了估值合理甚至低估，那么还有哪些因素能够支撑核心资产的修复逻辑。 首先，从基本面来看。核心资产多由行业龙头企业构成，竞争力 ...

Core Insights - Dongfeng Motor is actively developing its new energy vehicle strategy, showcasing a comprehensive strategic layout that adapts to the transition towards new energy [1] - The company aims to achieve a target of 1 million new energy vehicles, supported by a strong product matrix and technological advancements [1][2] Group 1: Sales and Market Performance - In the first five months of this year, Dongfeng Motor delivered a total of 905,000 vehicles, with 536,000 from its own brands, and achieved the highest market share in the domestic heavy truck sector [1] - Exports reached 94,000 units, marking a year-on-year increase of 4.9%, with exports of its own brands and new energy vehicles growing by 30% and 331% respectively [1] Group 2: Product Development and Technological Advancements - Dongfeng has launched several new products, including the luxury smart off-road SUV M817 and the Lantu FREE+, which features Huawei's ADS 4 and HarmonySpace 5 [2] - The company has established a comprehensive power brand system covering energy-saving, hybrid, and pure electric vehicles, along with three major passenger car platforms [2] Group 3: Innovation in Hydrogen Energy - Dongfeng holds the highest number of invention patents in the hydrogen energy sector and has developed the first full-power fuel cell passenger vehicle in China [3] Group 4: Industry Chain and Ecosystem Layout - The company is focused on controlling core resources in the new energy vehicle industry chain, achieving significant sales in pure electric drive assemblies and breaking foreign monopolies in IGBT technology [4] - Dongfeng is also building a smart charging ecosystem and has launched advanced charging stations, promoting battery operation and recycling initiatives [5] Group 5: Brand Development and Recognition - Dongfeng Motor has improved its ranking in the central enterprise brand construction report, now positioned 7th overall and maintaining the top spot in the automotive industry for four consecutive years [5]

在浪潮翻涌的资本竞技场中，袁永刚是一位鲜少流露情绪的玩家。 "资本猎手"袁永刚再度豪掷千金，引起市场关注。 日前， 东山精密 （002384.SZ）发布公告称，公司拟收购SourcePhotonics Holdings （Cayman）Limited（下称"索 尔思光电"）100%股权，同时，拟认购目标公司不超过10亿元可转债，交易金额合计59.35亿元。据悉，索尔思光 电是一家在 光通信 领域具有领先地位的企业。 主营PCB业务的"果链"企业东山精密为何突然跨界收购？东山精密表示，可借此快速切入光通信市场，拓展新的 业务增长点。 东山精密由袁永刚家族实控。袁永刚极为擅长资本运作，他的每一次出手都精准如手术刀，将一次次并购熔铸成 锋利的武器，在瞬息万变的市场中开疆拓土。目前他已手握三家A股上市公司，市值合计726.81亿元。 借助并购，袁永刚的资产版图不断扩大，但连环并购形成的债务和商誉需要警惕。 长袖善舞驰骋资本市场 事实上，袁永刚是一个不折不扣的"富二代"。他的父亲袁富根出生于1951年，为人十分神秘。目前所知的是，袁 富根转业后在苏州市东山镇上湾村办厂先后任技术员和厂长，随后承包村办企业，他花了二十多年 ...

A股核污染防治板块短线拉升，中电环保涨超10%，嘉戎技术、捷强装备、三达膜、中金辐照、谱尼测 试等跟涨。消息面上，美国总统特朗普称伊朗所有核设施均遭受重大损害。 ...

Global Asset Performance - Global stock markets mostly declined last week, while commodity prices generally increased. The Nikkei 225 rose by 1.50%, emerging market stock index increased by 0.05%, S&P 500 fell by 0.15%, developed market stock index decreased by 0.30%, Shanghai Composite Index dropped by 0.51%, and Hang Seng Index fell by 1.52% [1][3] - Commodity prices saw significant increases, with IPE Brent crude futures up by 2.85%, S&P-Goldman Commodity Index rising by 2.30%, South China Commodity Index increasing by 2.29%, and COMEX copper up by 1.74%. However, London gold spot price decreased by 1.91% [1][3] - In the bond market, domestic 10Y government bond futures prices rose by 0.30%, and the total price index of China bonds increased by 0.16%. The 10-year U.S. Treasury yield fell by 3 basis points to 4.38% [1][3] Economic Indicators in the U.S. - U.S. industrial output fell both year-on-year and month-on-month in May 2025, with a year-on-year growth rate of -0.13% compared to 0.55% in the previous month, and a month-on-month growth rate of -0.21% compared to -0.10% [6][10] - The industrial capacity utilization rate in the U.S. decreased to 77.43%, while the manufacturing capacity utilization rate slightly increased to 76.73% [6] - The Philadelphia Fed Manufacturing Index for June remained unchanged at -4.0, showing improvement from April's -26.4 [8] - New private housing starts in the U.S. fell by 4.56% year-on-year in May, and retail and food service sales also declined by 3.29% year-on-year [10] Inflation and Monetary Policy - The Federal Reserve maintained its interest rate target range at 4.25%-4.5% during the June meeting, marking the fourth consecutive meeting without a change. However, inflation expectations have increased, with the Fed lowering its economic growth forecasts for 2025 and 2026 [24] - The European Central Bank (ECB) indicated that its anti-inflation measures are nearly complete, with a cautious stance on future rate cuts, although market expectations suggest a potential rate cut later in the year [25] - The Bank of Japan decided to keep its policy rate unchanged at around 0.5% and will slow the pace of bond purchase reductions starting in the fiscal year 2026 [26]

A股军工板块震荡走强，长城军工涨停，观想科技涨超10%，航天发展涨超8%，航天长峰、雷科防务跟 涨。 ...

"现在村里路修得可好了，出门更方便安全，经济和生活都跟着变好了，配套设施也升级啦。"青海省玉 树藏族自治州治多县多彩乡当江荣村党支部书记洛改感慨道。近年来，在平均海拔4000米以上的青海高 原，农村牧区道路改造工程正悄然改变着农牧民的生活。 从海西到玉树，从果洛到黄南，一条条崭新的农村公路串联起青海20多个县（市）农牧民的美好生活， 为当地经济发展注入强劲动力。 丹江口环库公路沿线风景如画，观景平台上游客流连忘返，当地旅游收入逐年增长；"全国美丽乡村 路"——茅箭区马赛路带动农家乐、民宿等业态快速发展，村民们的腰包日益鼓起来…… 在湖北十堰，当地通过国省干线公路和"四好农村路"提档升级、文化赋能、区域协同、产业联动等举 措，让山路变通途、风景变"钱景"。 在广袤的中国大地上，乡村的发展是实现国家繁荣昌盛的重要基石。而农村公路，作为连接乡村与外界 的关键纽带，正发挥着不可估量的作用，为乡村振兴注入强大动力，为千家万户带来富足希望。 党的十八大以来，我国高度重视农村公路建设，全力推进"四好农村路"高质量发展。"晴天一身土、雨 天一身泥"成为历史，"出门硬化路、抬脚上客车"化作现实，农村"出行难"得到历史性解决，农 ...