转自：北京日报客户端 2025年7月2日，承载千年汾酒文化与山西风味的杏花村酒家北京三元桥店盛大开业。作为汾酒集团旗下 重要文化载体，三元桥店的开业标志着杏花村酒家深化京津冀市场布局、拥抱首都经济文化活力的战略 迈出关键一步，也为北京市民带来了一场融合晋味美食与汾酒文化的沉浸式体验。 作为汾酒集团品牌理念的焕新升级之作，杏花村酒家北京三元桥店在空间设计上深度融入汾酒文化元 素，从酒器陈列、内部装饰到主题雅间，处处彰显三晋大地的历史韵味。宾客在此不仅能品鉴清香醇厚 的汾酒，更能通过沉浸式场景感受汾酒"中国酒魂"的文化魅力，实现从味觉到文化体验的双重升华。 在餐饮体验方面，杏花村酒家北京三元桥店巧妙融合山西美食匠心与现代餐饮美学。刀削面、莜面栲栳 栳、过油肉等经典晋菜经过精心改良，既保留传统风味，又贴合现代饮食审美。店内雅致的环境与专业 贴心的服务，为繁忙的都市人群打造了一个放松身心、畅叙情谊的温馨港湾。"我们不仅是一家餐厅， 更是传递山西待客之道的文化驿站。"该店负责人表示，希望通过美食与美酒的双重慰藉，让消费者在 快节奏生活中感受"家"的温暖。 随着杏花村酒家北京三元桥店的正式营业，首都市民在家门口即可领略千 ...

大河奔流，潮立中天。 今年以来，A股江湖风雷激荡，一方面，关税扰动下不确定性因素增多，另一方面，deepseek引发中国资产价值重估，以成长、 金融为两端的"哑铃"风格愈演愈烈。 整体来看，受益于一揽子新政影响，A股市场震荡回升。截至2025年6月30日，2025年中市值百强榜隆重出炉，入围企业总市值 41.63万亿元，较去年同期（截至2024年6月30 日，下同）的35.33万亿元增长17.83%。 随着百强榜画卷次第铺展，资本江湖再换人间。 百强榜中，有70家企业排名提升。 市值超过万亿的"巨龙"相比去年新增了宁德时代、比亚迪两位，达到10家。这10家"巨龙"为总市值占总榜的40%，体现出强大的 头部效应。工商银行以2.54万亿元稳坐"魁首"，其市值较去年同期又增长了33.31%。 千亿元级别"大龙"从106席拓展至129席，直接带动百强榜最低市值门槛（第一百名）从去年的1111亿元提升至今年的1296亿 元，增长幅度接近200亿元，这也导致中国交建、中国中免、片仔癀、申万宏源等龙头与榜单失之交臂。 爱尔眼科、蓝思科技、三花智控等科技"大龙"，一年内股价上涨超过20%，再度越过千亿市值大关，仍然难入围"百 ...

Company Overview - Amplitude, Inc. (AMPL) is experiencing significant activity in the options market, particularly with the July 18, 2025 $7.50 Put option showing high implied volatility, indicating potential for a major price movement [1] Implied Volatility Insights - Implied volatility reflects market expectations for future stock movement, suggesting that investors anticipate a significant change in Amplitude's stock price, possibly due to an upcoming event [2] Analyst Sentiment - Amplitude holds a Zacks Rank 2 (Buy) in the Technology Services industry, which is in the top 16% of the Zacks Industry Rank. However, over the past 60 days, no analysts have raised their earnings estimates for the current quarter, while three have lowered them, resulting in a consensus estimate adjustment from earnings of 1 cent per share to breakeven [3] Trading Strategy Implications - The high implied volatility may indicate a developing trading opportunity, as options traders often seek to sell premium on options with elevated implied volatility, aiming to benefit from the stock not moving as much as anticipated by expiration [4]

Core Insights - Tesla's second-quarter 2025 production and delivery numbers showed a decline in both metrics, with production at 410,244 vehicles and deliveries at 384,122 units, a 13.4% decrease year over year, falling short of Wall Street's expectations [1][10] - The company is facing a demand problem, as evidenced by the decline in deliveries despite increased production and inventory levels [2][3] - Tesla's energy storage business is performing well, with deployments rising to 9.6 GWh, and the company expects at least 50% growth in this segment for 2025 [4][10] Production and Deliveries - Tesla produced 410,244 vehicles in Q2 2025, which is lower compared to the previous year [1] - Deliveries totaled 384,122 units, including 373,728 Model 3/Y and 10,394 other models, marking a 13.4% year-over-year decline [1][10] - Deliveries missed Wall Street's consensus estimate of 390,000 units [1] Demand Challenges - The decline in Tesla's deliveries is not reflective of an industry-wide trend, as competitors like General Motors and BYD have seen significant sales increases [3] - Tesla's brand image is suffering due to an aging model lineup and CEO Elon Musk's polarizing public persona [3] Energy Storage and Charging - Tesla's energy storage segment is thriving, with a 113% year-over-year increase in deployments last year, driven by expansion efforts [4] - The company deployed 9.6 GWh of energy storage in Q2 2025, slightly up from 9.4 GWh in the same quarter last year [4][10] - Tesla's Supercharger network, with over 70,000 stations globally, is a critical component of its ecosystem [5] Future Growth Prospects - Tesla is focusing on self-driving technology and has launched robotaxi services in Austin, aiming for this to be a significant revenue stream [6][10] - However, Tesla faces stiff competition in the autonomous vehicle space and must navigate regulatory hurdles and safety concerns [7] Valuation and Market Performance - Year-to-date, Tesla's shares have declined by 22%, underperforming compared to General Motors and BYD [8][10] - Tesla's price/sales ratio stands at a forward multiple of 9.64, significantly higher than its competitors, indicating a stretched valuation [12][15] - The Zacks Consensus Estimate predicts a year-over-year decline in Tesla's sales and earnings for 2025, with EPS estimates trending downward [16][19]

公司发布 2025 年一季报，同时公众号发布键合机、超声波扫描 显微镜等设备新突破，获得半导体封装头部客户批量订单。 ► 半导体、线束等新品放量+主业锂电复苏，看好 2025 年收入端 加速增长 2024 年公司实现营收 5.85 亿元，同比+11.30%；其中 Q4 单季度 为 1.76 亿元，同比+153%，主业锂电复苏明显，新品线束、半导 体开始放量。2025Q1 公司实现营收 1.48 亿元，同比+22.35%，延 续向上势头。具体分下游来看： 证券研究报告|公司动态报告 [Table_Date] 2025 年 07 月 03 日 [Table_Title] 主业复苏向上，半导体业务受益 3D 封装 [Table_Title2] 骄成超声(688392) [Table_Summary] 事件概述 评级及分析师信息 | [Table_Rank] 评级： | 增持 | | --- | --- | | 上次评级： | 首次覆盖 | | 目标价格： | | | 最新收盘价： | 67.81 | | [Table_Basedata] 股票代码： | 688392 | | 52 周最高价/最低价： | 70.41 ...

Investment Rating - The investment rating for the company is "Buy" [1] Core Views - The company plans to invest CNY 11 billion in an integrated high-performance paper-based new material project in Sichuan, which includes the construction of 400,000 tons of bamboo pulp and 600,000 tons of paper, contributing a total of 800,000 tons of bamboo pulp and 1.2 million tons of paper [1] - The first phase is expected to achieve an annual output value of approximately CNY 5.15 billion, with production anticipated to commence within three years from the start of construction [1] - The investment aims to seize high-quality bamboo forest resources in China, with the bamboo pulp production line expected to be the first to commence operations [1][2] Summary by Sections Market Potential - The bamboo pulp market is expected to expand significantly, with 2023 production at 2.54 million tons, accounting for only 2.9% of total pulp production [2] - Government initiatives, such as the "Replace Plastic with Bamboo" action plan, are set to boost the bamboo pulp paper industry, with an anticipated 200,000 to 250,000 tons of new capacity to be launched in the next three years [2] Financial Performance - The company is projected to achieve a revenue growth rate of over 30% for the year, with a net profit forecast of CNY 1.31 billion in 2025, reflecting a 30% year-on-year increase [3][4] - The gross profit margin is expected to improve from 11.6% in 2023 to 15.8% in 2025, indicating a positive trend in profitability [4] - The company's earnings per share (EPS) is projected to increase from CNY 0.94 in 2023 to CNY 1.85 in 2025, with a corresponding price-to-earnings (P/E) ratio decreasing from 21.90 to 11.14 [4]

Investor and Analyst Day June 3, 2025 1 Welcome and Agenda Allison Wey SVP, Investor Relations and Corporate Communications Copyright © 2021 -2025 Xeris Pharmaceuticals, Inc. All rights reserved . 2 Important Disclosures Forward-LookingStatements and Other Information Any statements in presentation other than statements of historical fact are forward-looking statements. Forward-looking statements include, but are not limited to, statements about future expectations, plans and prospects for Xeris Biopharma H ...

近期，多地出台"商转公"的相关政策，引起广泛关注。 7月2日，广州住房公积金管理中心发布关于公开征求 《广州商业性个人住房贷款转住房公积金个人住房贷款实施办法（暂行）》（征求意见稿）意见的公 告。公告拟明确，当住房公积金个人住房贷款率低于75%时启动"商转公"贷款。 此前的7月1日，海南省住房公积金管理局发布《海南省个人住房商业贷款转住房公积金贷款管理办法（征求意见稿）》。根据《征求意见稿》，海南省住房 公积金缴存职工可将尚未结清的个人住房商业贷款转为住房公积金贷款，贷款方式分为"带押直转"和"自筹结清"两种，灵活满足不同购房者的需求。 据《每日经济新闻》记者不完全统计，今年以来，已有深圳、重庆、武汉、合肥等近20个城市和地区密集推进"商转公"。 部分业内人士向每经记者分析指出，这一政策的主要方式是让符合条件的购房者将利率相对较高的商业贷款转为利率更低的公积金贷款，核心在于减轻购房 者房贷压力。 "此前购房群体中，有相当一部分是通过纯商贷购房的，如2017年市场火热时，许多楼盘不接受公积金贷款。如今，一些城市允许'商转公'，这部分人群便 可申请。这一政策具有明显的降成本、促消费意图。"广东省住房政策研究中心首 ...

当前国际贸易环境复杂多变，也正是中国汽配加速布局全球、深耕欧洲的黄金窗口期。7月2日，一场拓 展欧洲市场的活动吸引了超过500位来自全国各地的汽摩配卖家、制造商及跨境电商生态合作伙伴齐聚 广州，探索布局多元化市场新机遇。 据悉，作为德国、英国等欧洲主要市场排名第一的汽配电商平台，eBay将推出流量加码，补贴激励， 大数据选品，平台提供从选品、合规、运营到物流多个环节拓展欧洲市场的定制化培训。 深圳市军灿电子商务有限公司相关负责人罗龙呈认为，大湾区地理位置优越，离港口近，汽配出海运输 及退运返修方便；产业带产品运输成本低，采购周期短，库存周转有优势。广深周边电子产业强大，产 品附加值高；卖家精细化运营和商业敏感度高，有创新运作理念。"其实关税在我们的价格体系里占比 不算特别高，因此造成的影响不算特别大，我们依旧有信心在明后年保持增长。"罗龙呈如是表示。 （文章来源：广州日报） 平台最新数据显示，外观件、底盘件、发动机系统、变速箱与传动、排气系统及制动系统等汽车核心配 件依旧是出海主力。过去三年间，中国卖家在德国站销售的头灯总成增长超3倍，英国站尾灯总成增长9 倍，而德国市场的减震器与支柱销量更是激增10倍，展现 ...

低空标准抢先手 2023年年末，中央经济工作会议正式将"低空经济"列为战略性新兴产业。此后，各地纷纷加速出台相关 政策方案，开启低空经济卡位战。 记者此前就从某低空经济头部公司高管处获悉，现在各个省份的推进方式不太一样，比较典型的是采用 小步快跑的节奏，经济相对发达的地区会更快见到成果，而包括南京市政府在内的江苏各地方支持力度 很大，应该会很快见到项目落地。 不过，基建目前在标准端尚存在堵点。 低空高飞，基建为先。全国首个省级标准来了。 7月2日，江苏省交通运输厅发布信息，近日其牵头组织编制的江苏省《低空起降场（点）布设指南》与 《低空空域划设（提报）指南》正式发布。 这是全国首个省级低空基础设施规划布设指南，推动低空经济发展迈入标准化、规范化新阶段。有低空 产业人士感叹，"江苏速度太快了。" 7月3日，沪深港低空经济（995213.SSI）大涨1.73%。总部位于南京的空管系统龙头莱斯信息一度涨超 10%。苏交科、华设集团等江苏省低空概念股跟涨。 基建概念或受益 永赢低碳环保智选基金经理胡泽曾表示，低空经济的基建包括硬基建和软基建两部分。硬基建有机场、 起降站、通讯系统、导航系统、监测系统等，以及雷达、高精 ...