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科创板第五套标准重启后 首家企业来了;油价上调……盘前重要消息还有这些
证券时报· 2025-07-02 00:44
1.国家发改委消息,根据近期国际市场油价变化情况,按照现行成品油价格形成机制,自2025年7月1日24时起,国内汽、柴油价格每吨分别上涨235元和225元。 重要的消息有哪些 模塑科技:获外饰件产品项目定点,预计总销售额12.36亿元。 2.国务院新闻办公室将于2025年7月3日(星期四)上午10时举行新闻发布会,请文化和旅游部副部长卢映川、国家广电总局副局长刘建国、中央广电总台副台长王 晓真、中国人民抗日战争纪念馆馆长罗存康介绍中国人民抗日战争暨世界反法西斯战争胜利80周年主题展览和推出优秀文艺作品、文艺活动有关情况,并答记者 问。 3.7月1日晚,上交所官网信息显示,禾元生物IPO申请当天通过上交所上市审核委员会审议,这是科创板第五套上市标准重启后,首家成功过会的IPO企业。 4.7月1日,国家医保局、国家卫生健康委印发《支持创新药高质量发展的若干措施》。其中提出,支持医保数据用于创新药研发。加强医疗、医保、医药三方信息 互通与协同,做好医保数据资源管理,推动医保领域公共数据资源利用。在确保数据安全、合法合规的基础上,探索为创新药研发提供必要的医保数据服务。依托 全国统一的医保信息平台,做好疾病谱、临床用 ...
7月2日早间新闻精选
news flash· 2025-07-02 00:10
智通财经7月2日早间新闻精选 1、习近平7月1日上午主持召开中央财经委员会第六次会议,研究纵深推进全国统一大市场建设、海洋 经济高质量发展等问题。 2、据国家发改委消息,从7月1日24时起,国内汽、柴油每吨分别上调235元和225元,全国平均来看, 92号汽油、95号汽油和0号柴油每升上调0.18元、0.19元和0.19元。 3、针对"国内头部光伏玻璃企业计划于7月开始集体减产30%"的市场消息,亚玛顿董秘刘芹回应称,光 伏玻璃行业减产的消息属实。 4、工信部发布数据,1—5月份,规模以上互联网和相关服务企业完成互联网业务收入7735亿元,同比 增长0.9%。 5、比亚迪上半年新能源汽车销量约214.6万辆,同比增长33.04%。 7、百川股份公告,公司实际控制人、董事长郑铁江被留置。 8、新大陆公告称,设立境外子公司并取得美国MSB牌照,覆盖数字货币交易等场景。 9、欣旺达拟发行H股股票并在香港联交所主板上市;长春高新拟发行H股并在香港联交所上市。 10、金力泰公告称,被实施退市风险警示和其他风险警示,股票简称变更为"*ST金泰"。 11、拉卡拉公告,股东联想控股计划在未来三个月内以集中竞价和大宗交易方式合 ...
盘前必读丨中央财经委员会第六次会议召开;新能源车企6月成绩单出炉
Di Yi Cai Jing· 2025-07-01 23:46
Group 1 - Major stock indices are approaching upper limits, but pressure remains manageable, suggesting a combination of medium to long-term strategies for investors [1][13] - The U.S. stock market showed mixed results with the Dow Jones up by 0.91% and the Nasdaq down by 0.82%, indicating volatility in large tech stocks [3][2] - The manufacturing PMI in the U.S. increased slightly from 48.5 to 49.0, indicating stabilization in manufacturing activity, although it remains in contraction territory [3] Group 2 - The Central Financial Committee emphasized the need for a unified national market, focusing on quality improvement and orderly competition among enterprises [4] - The domestic fuel prices for gasoline and diesel were raised, with an increase of 235 yuan and 225 yuan per ton respectively, impacting consumer costs [4] Group 3 - He Yuan Bio's IPO passed review, marking the first company to use the new fifth set of listing standards on the Sci-Tech Innovation Board, which aims to enhance inclusivity and adaptability in the market [5] - The U.S. Senate passed a comprehensive tax and spending bill, which may influence market dynamics and investor sentiment [6] Group 4 - Various electric vehicle manufacturers reported their June delivery figures, with significant year-on-year growth for companies like Xiaopeng Motors (224%) and Li Auto [7][8] - The overall performance of the new energy vehicle sector indicates a robust market with companies like BYD achieving sales of 382,600 units in June, up from 341,700 units the previous year [7] Group 5 - Jinlitai has been placed under delisting risk warning, with its stock name changed to "*ST Jin Tai," indicating potential financial distress [9] - Newland has established a subsidiary in the U.S. and obtained an MSB license, aiming to expand its global payment services [10] - Lakala announced plans for a share reduction by its major shareholder, Lenovo Holdings, which may affect market perception [11] - Baichuan Co.'s chairman is under investigation, but the company's operations remain normal, indicating potential governance risks [12]
陆家嘴财经早餐2025年7月2日星期三
Wind万得· 2025-07-01 22:23
Group 1 - The Central Financial and Economic Commission held its sixth meeting to discuss the deepening of the national unified market construction and high-quality development of the marine economy, emphasizing the need for legal governance of low-price disorderly competition among enterprises and the promotion of integrated development of domestic and foreign trade [2] - The US Senate passed the "Big and Beautiful" tax and spending bill, which will be sent to the House of Representatives, with President Trump expressing confidence in its passage [2] - The Caixin China Manufacturing PMI for June recorded 50.4, up 2.1 percentage points from May, indicating a return to expansion territory [3] Group 2 - The China Light Industry Federation reported that the added value of large-scale light industry increased by 7% year-on-year in the first five months of this year, with total operating income reaching 9.27 trillion yuan [3] - Internet enterprises above designated size achieved internet business revenue of 773.5 billion yuan from January to May, a year-on-year increase of 0.9%, while total profit decreased by 2.2% [3] - The Ministry of Water Resources announced the start of the main flood season in China from July 1, with forecasts indicating above-normal rainfall in several river basins [3] Group 3 - A-share indices showed divergence, with bank stocks rebounding and the Shanghai Composite Index closing up 0.39% at 3457.75 points [6] - The IPO acceptance reached a peak in the first half of the year, with 150 companies accepted for IPO in June alone, marking a record for the year [6] - UBS's China equity strategy analyst noted that A-share earnings may gradually recover this year under stable macro conditions [7] Group 4 - Major announcements from listed companies included BYD reporting approximately 2.146 million new energy vehicle sales in the first half of the year, a year-on-year increase of 33.04% [9] - The National Medical Insurance Administration is seeking opinions on the adjustment of the medical insurance drug list for 2025, which will include innovative drugs not covered by basic insurance [11] - The real estate investment by the top 100 property companies increased by 42% year-on-year in the first half of the year, indicating a recovery in investment enthusiasm [11] Group 5 - The domestic retail price of refined oil has seen three consecutive increases, with gasoline and diesel prices rising by 235 yuan and 225 yuan per ton, respectively [10] - The National Bureau of Statistics reported that the number of second-hand housing transactions in Beijing reached 90,035 units in the first half of the year, a year-on-year increase of 20.4% [12] - The global economic outlook report from the Bank of China Research Institute highlighted that over 99% of stablecoins are pegged to the US dollar, indicating their role as a digital currency [13]
长春高新拟发行H股;杭州高新实控人拟变更丨公告精选
Group 1: Company Announcements - Changchun High-tech plans to issue H-shares and list on the Hong Kong Stock Exchange to enhance its global strategy and international brand image [1] - Saisir reported June sales of 46,086 new energy vehicles, a year-on-year increase of 4.44%, with a total of 172,100 units sold in the first half of the year, down 14.35% year-on-year [1] - Hangzhou High-tech announced a change in controlling shareholder to Jirong Weiye, with stock resuming trading on July 2, 2025 [1] Group 2: Financial Performance - Guomai Technology expects a net profit of 125 million to 156 million yuan for the first half of 2025, a year-on-year increase of 60.52% to 100.33% [2] - Kid King anticipates a net profit of 120 million to 160 million yuan for the first half of 2025, representing a year-on-year growth of 50% to 100% [2] - Mould Technology received a project from a well-known North American electric vehicle company, with expected total sales of 1.236 billion yuan over five years [3] Group 3: Regulatory and Compliance - *ST Yuancheng is under investigation by the China Securities Regulatory Commission for suspected false disclosures in financial reports [4] - The company received a notice of investigation on July 1, 2025, which may lead to significant penalties and potential delisting [4] Group 4: Market Activity - Changcheng Military Industry's stock has experienced significant volatility, with a cumulative price deviation exceeding 20% over three trading days, indicating potential irrational speculation [5] - Anglikang has only one innovative drug project, ALK-N001, currently in Phase I clinical trials, highlighting the long and uncertain nature of drug development [6] Group 5: Sales and Contracts - Beiqi Blue Valley's subsidiary reported a 139.73% year-on-year increase in sales for the first half of the year [7] - Dong'an Power's engine sales in June increased by 82.79% year-on-year [7] - Pudong Construction's subsidiary won multiple major projects with a total bid amount of 1.964 billion yuan [7]
晚间公告丨7月1日这些公告有看头
第一财经· 2025-07-01 13:14
Major Events - Newland has established a subsidiary in the US and obtained an MSB license to enhance its global payment business and facilitate cross-border payment operations [3] - Zhejiang Liming's actual controllers have committed not to reduce their shareholdings within one year [4] - Tengya Precision has announced a three-month commitment from its major shareholders not to reduce their holdings [6] - *ST Yuancheng is under investigation by the CSRC for suspected false financial disclosures [7] - Anglikang has only one innovative drug project currently under development, which is in the I phase of clinical trials [8] - Yongmaotai plans to invest approximately 450 million yuan to build an intelligent manufacturing base for auto parts in Mexico [9] - Fengfan Co. intends to acquire 100% equity of eight photovoltaic power station project companies for 48 million yuan [10] - Hangzhou High-tech is changing its controlling shareholder to Jirong Weiye and will resume trading on July 2 [11][12] - Zhongke Environmental Protection is acquiring 100% equity of two environmental companies for a total of 354 million yuan [13] - Yian Technology plans to increase its investment in its subsidiary Yihang Metal by 120 million yuan [14] - *ST Aowei has reported asset losses due to mismanagement by a processing partner [15] - XWANDA intends to issue H-shares and list on the Hong Kong Stock Exchange [16] - Baichuan Co.'s actual controller and chairman is under investigation [17] - Suzhou Planning is planning to acquire control of Dongjin Aviation Technology and will suspend trading [19] - Aerospace Changfeng plans to transfer 55.45% equity of a subsidiary through public listing [20] Performance Overview - Xinhecheng expects a net profit increase of 50%-70% for the first half of 2025, estimating between 3.3 billion to 3.75 billion yuan [21] - Shida Shenghua anticipates a net loss of 52 million to 60 million yuan for the first half of 2025 [22] - Kids' King expects a net profit increase of 50%-100% for the first half of 2025, estimating between 120 million to 160 million yuan [23] - SAIC Group reported a total vehicle sales of 2.0526 million units in the first half of 2025, a year-on-year increase of 12.35% [24] - BAIC Blue Valley's subsidiary reported a 139.73% increase in sales for the first half of 2025 [25] - Seris reported a 4.44% year-on-year increase in electric vehicle sales for June [26] - Great Wall Motors reported a 1.81% increase in total vehicle sales for the first half of 2025 [27] Major Contracts - Guoxin Technology has won a 46 million yuan project for automotive electronic chips [28] - Ankao Zhidian has signed two contracts for wind power transmission projects totaling 79.69 million yuan [29] Shareholding Changes - Wuxi Zhenhua's shareholder plans to reduce its stake by up to 1% [30] - Longxun Co. shareholders plan to reduce their holdings by up to 2% [31] - FJ Environmental's major shareholder plans to reduce its stake by up to 3% [32] - Yuexiu Capital's subsidiary plans to increase its stake in Yuexiu Real Estate [33] Financing Activities - Haoyuan Pharmaceutical plans to increase its subsidiary's capital by 400 million yuan through debt-to-equity conversion [34] - Hainan Huatie plans to issue bonds not exceeding 2 billion yuan to optimize its financing structure [35]
7月1日晚间公告 | 新大陆取得美国MSB牌照;车企发布6月汽车销量
Xuan Gu Bao· 2025-07-01 12:03
Suspension and Resumption of Trading - Hangzhou Gaoxin's controlling shareholder has changed to Jirong Weiye, and the stock has resumed trading [1] - Shangwei New Materials is planning a significant matter that may lead to a change in company control, resulting in stock suspension [1] Mergers and Acquisitions - Fengfan Co., Ltd. plans to acquire 100% equity of eight photovoltaic power station project companies in Yangzhou for 48 million yuan [2] Investment Cooperation and Operational Status - Newland has established an overseas subsidiary and obtained a US MSB license, covering digital currency trading and other scenarios [3] - Guoxin Technology has won a bid for an automotive airbag ignition driver chip project, with a total price of 46 million yuan [4] - Xianhe Co., Ltd. plans to invest approximately 11 billion yuan to construct an integrated high-performance paper-based new material project for bamboo pulp paper [5] - Moulding Technology has been designated for an exterior parts project by a well-known North American electric vehicle company, with expected total sales of 1.236 billion yuan [6] - Changchun Gaoxin intends to authorize the management to initiate overseas share issuance and list on the Hong Kong Stock Exchange [7] - Seres sold 46,086 new energy vehicles in June, a year-on-year increase of 4.44%, with cumulative sales from January to June at 172,100 units, a year-on-year decrease of 14.35% [7] - BYD sold 382,600 new energy vehicles in June, compared to 341,700 units in the same period last year; cumulative sales from January to June reached 2.146 million units, a year-on-year increase of 33.04% [7] - Great Wall Motors sold 110,700 units in June, a year-on-year increase of 12.86% [8] Performance Changes - Kidswant expects a net profit of 120 million to 160 million yuan in the first half of 2025, a year-on-year increase of 50.00% to 100.00% [9] - Guomai Technology anticipates a net profit of 125 million to 156 million yuan for the first half of the year, a year-on-year increase of 60.52% to 100.33% [10] - New Hecheng expects a net profit of 3.3 billion to 3.75 billion yuan in the first half of 2025, a year-on-year increase of 50% to 70%, driven by increased sales volume and prices of key products in the nutrition segment [10]
晚间公告丨7月1日这些公告有看头
Di Yi Cai Jing· 2025-07-01 10:54
Group 1: Company Announcements - Newland has established a foreign subsidiary, NovaPay US Inc., and obtained a US MSB license to enhance its global payment business and facilitate cross-border payment operations [3] - Zhejiang Liming's actual controllers have committed not to reduce their shareholdings in the company for one year starting from July 2, 2025 [4] - Tengya Precision has announced that its controlling shareholder and actual controller will not reduce their shareholdings for three months from July 1, 2025, to September 30, 2025 [5] - *ST Yuancheng is under investigation by the China Securities Regulatory Commission for suspected false financial disclosures, which may lead to significant legal consequences [6] - Anglikon has only one innovative drug project currently under research, which is in the I phase of clinical trials [7] - Yongmaotai plans to invest approximately 450 million yuan to build an intelligent manufacturing base for automotive parts in Mexico [8] - Fengfan Co. intends to acquire 100% equity of eight photovoltaic power station project companies for 48 million yuan to streamline its business structure [9] Group 2: Performance Forecasts - Xinhengcheng expects a net profit of 3.3 billion to 3.75 billion yuan for the first half of 2025, representing a year-on-year increase of 50% to 70% [11][12] - SAIC Motor reported a total vehicle sales of 2.0526 million units in the first half of 2025, a year-on-year increase of 12.35% [13] - BAIC Blue Valley's subsidiary saw a 139.73% year-on-year increase in sales for the first half of 2025 [14] - Kids King anticipates a net profit of 120 million to 160 million yuan for the first half of 2025, reflecting a year-on-year growth of 50% to 100% [15] Group 3: Major Contracts - Guoxin Technology has won a bid for an automotive electronic chip project worth 46 million yuan [17] - Ankao Smart Electric has signed two contracts for wind power transmission projects, totaling approximately 79.69 million yuan, which accounts for 7.34% of the company's projected revenue for 2024 [18] Group 4: Shareholding Changes - Wuxi Zhenhua's shareholder, Wuxi Kangsheng, plans to reduce its stake by up to 1%, equivalent to no more than 2.5 million shares [20]
新 大 陆(000997) - 关于设立境外子公司并取得美国 MSB 牌照的公告
2025-07-01 09:31
新大陆数字技术股份有限公司 关于设立境外子公司并取得美国 MSB 牌照的公告 证券代码:000997 证券简称:新大陆 公告编号:2025-044 本公司及董事会全体成员保证信息披露内容的真实、准确、完整,没有虚假记载、误导 性陈述或重大遗漏。 一、设立子公司并取得海外牌照概述 为加快支付全产业链的全球化布局,推进跨境支付业务的拓展,新大陆数字 技术股份有限公司(以下简称"公司")控股子公司上海杉昊智能科技发展有限 公司的全资子公司香港星驿支付有限公司以自有资金出资 1 美元设立 NovaPay US Inc.(以下简称"NovaPay")。根据《深圳证券交易所股票上市规则》、《上市 公司重大资产重组管理办法》的相关规定和《新大陆数字技术股份有限公司章程》 等相关规定,本次设立子公司事项无需提交公司董事会和股东大会审议。本次对 外投资不构成关联交易,亦不构成《上市公司重大资产重组管理办法》规定的重 大资产重组。 近日,公司获悉 NovaPay 已设立完成,取得公司注册证明书,并经美国 FinCEN 批准授予 MSB 牌照,现将注册登记及牌照获批情况披露如下: 二、设立子公司的基本情况 三、海外牌照的基本情况 ...
京东币链打假,稳定币概念股遭“碰瓷”或涉多个股炒作
注册打卡京东社区,就送5000枚稳定币?6月30日,京东币链科技在"京东发言人"账号发布了一则辟谣 帖,对相关消息亲自下场打假。 "我们近期关注到某些企业发布有关和京东币链展开合作的信息,存在失实情况,误导了行业和公众舆 论。请大家注意甄别,警惕'荐股'类骗局,避免财产损失。"京东币链科技表示。 当前,发布虚假合作信息"蹭热度"的有关网页已被清空。不过记者发现,在稳定币概念的走热下,近期 在投资者社区平台中,上市公司"被碰瓷"与金融科技公司存在稳定币业务合作的情况也屡见不鲜。 数据显示,从5月30日至6月30日的短短一个月内,稳定币概念指数涨幅高达42.72%。 "币"红是非多 在近期,该网站曾先后发布了两条关于京东稳定币相关的"项目机会"。其中一则打出了"首码京东稳定 币"、"免费注册实名认证赠送5000枚稳定币"等宣传信息,另一则包含"京东社区免费注册实名送福 利"、"每日打卡送稳定币"等内容。 截至发稿,该平台中两则与京东稳定币相关的网页链接均已被删除。 在辟谣消息中,京东币链科技在中进一步对公众进行了提醒:"目前京东币链科技并没有开始发行稳定 币,也没有设立任何相关社区,目前所有获取京东稳定币的信息均 ...