园林股份首次公开发行股票募集资金总额6.60亿元，扣除发行费用后，募集资金净额为5.85亿元。根据 园林股份于2021年1月19日披露的招股说明书，该公司募集资金全部用于补充园林绿化工程配套营运资 金。 园林股份首次公开发行股票的发行费用总额为7558.37万元，其中保荐承销费5188.68万元。 园林股份已连亏3年。2024年年度报告显示，2024年，该公司实现营业收入7.22亿元，同比增长 14.91%；实现归属于上市公司股东的净利润-1.90亿元，上年为-1.57亿元；实现归属于上市公司股东的 扣除非经常性损益的净利润-2.00亿元，上年为-1.59亿元；经营活动产生的现金流量净额为8537.65万 元，上年为-1.05亿元。 2022年，该公司实现营业收入5.14亿元，实现归属于上市公司股东的净利润-2.62亿元，实现归属于上市 公司股东的扣除非经常性损益的净利润-2.81亿元。 中国经济网北京7月11日讯 园林股份（605303）(605303.SH)昨日晚间发布了2025年半年度业绩预告，经 公司财务部门初步测算，预计2025年半年度实现归属于母公司所有者的净利润为-9,200万元到-6,800万 ...

截至2025年7月11日 10:32，中证证券公司先锋策略指数(931402)强势上涨3.40%，成分股中银证券 (601696)涨停，国盛金控(002670)上涨7.72%，国联民生(601456)上涨6.47%，东方证券(600958)，中信建 投(601066)等个股跟涨。证券ETF先锋(516980)上涨3.26%。 数据显示，截至2025年6月30日，中证证券公司先锋策略指数(931402)前十大权重股分别为东方财富 (300059)、国泰海通(601211)、中信证券(600030)、华泰证券(601688)、中金公司(601995)、华创云信 (600155)、东方证券(600958)、广发证券(000776)、国信证券(002736)、招商证券(600999)，前十大权重 股合计占比59.67%。 截至7月10日，证券ETF先锋近1年净值上涨51.36%，指数股票型基金排名200/2908，居于前6.88%。从 收益能力看，截至2025年7月10日，证券ETF先锋自成立以来，最高单月回报为39.27%，最长连涨月数 为3个月，最长连涨涨幅为47.88%，上涨月份平均收益率为7.01%。 从估值 ...

金十数据7月11日讯，今日早盘，券商概念涨幅居前，截至目前，中银证券、哈投股份、中原证券等多 股涨停，国盛金控涨超6%，东北证券、国泰海通、国海证券等个股跟涨。作为第一个披露业绩的券商 股，国盛金控日前披露，得益于经纪业务、投行业务业绩同比有较好提升，预计上半年归母净利润同比 增长236.85%–394.05%。据上交所数据，6月A股新开户数165万户，同比增长53%，上半年A股累计新开 1260万户，同比增长33%。近期A股已多日成交额维持在万亿以上。投行业务方面，6月A股IPO新受理 企业数量达116家，占了整个上半年的八成左右。多重影响下，券商有望迎来中期业绩爆发。 开户人数激增，IPO进展加速，券商有望迎来中报业绩爆发 ...

金十数据7月11日讯，华泰证券表示，6月全行业景气指数有所回升，非金融行业景气指数下行斜率放 缓。基本面上建议关注：二季报业绩预计改善或维持高增的小金属、PCB、存储、风电、保险、火电、 基建、部分大众消费品，以及独立景气周期驱动的医药（投融资+BD）、军工（国内订单+军贸）、游 戏（产品周期）、通信设备/软件（AI）等；受益于反内卷政策、景气周期有筑底迹象，且估值对下行 预期计入较充分，如钢铁、煤炭、部分化工品等；出口链跟随全球制造业周期仍在下行，家电、资本 品、消费电子等景气有下行压力。 华泰证券：关注二季报亮点和反内卷受益行业 ...

Q&A 当前家电行业的出口情况如何，关税政策对行业有何影响？ 家电行业的出口情况受到各国关税政策的显著影响。近期，美国与越南达成了 20%的关税协议，而东南亚国家如菲律宾、马来西亚、印尼等普遍在 30%以 上，日韩为 25%，巴西则高达 50%。越南目前拥有最低的关税，这使得符合 越南原产国认证的产品在美国市场具有竞争优势。因此，许多企业选择在越南 扩产，以便利用较低的关税优势。家电产业链，包括钣金、喷漆、PCB 等领域， 也随之向越南转移。 此外，美国国内铜价因特朗普政府加征 50%关税而上涨， 这进一步影响了原材料成本。整体来看，中国家电供应链在海外市场特别是美 国市场上的可替代性较弱，因此确定性对于企业至关重要。在这种背景下，拥 首席联合电话会 - 消费专场 20250710 摘要 越南关税优势吸引家电产业链转移，叠加美国对中国商品加征关税，促 使企业在越南扩产以降低成本，科沃斯、石头科技、德昌股份等已在越 南设厂，美的和兆驰股份也在扩展越南生产线。 美国需求平稳且对涨价接受度高，叠加黑五和圣诞采购周期临近，出口 链公司，尤其是龙头企业，预计将迎来明确的业绩增长，二季度或成为 业绩底部。 国内家电市场表 ...

Group 1 - The company expects a positive net profit for the period from January 1, 2025, to June 30, 2025, indicating either a turnaround or an increase compared to the previous period [1] - The decline in net profit attributable to shareholders is primarily due to a one-time gain from the sale of a 4.3033% stake in Zhejiang Kesheng Technology Co., Ltd. in the previous year, which generated a non-recurring net profit of 231 million yuan [2] - The increase in net profit after excluding non-recurring gains is attributed to improved management of accounts receivable, reduced credit impairment losses, controlled management expenses, and a slight increase in gross profit margin for core business operations [2] Group 2 - The company disclosed its second-quarter order data for 2025, with figures presented in millions of yuan, excluding tax [6] - The order data is based on internal statistics and has not been audited, thus it cannot be directly used to infer revenue or net profit [6]

Group 1 - As of July 10, 2025, 187 A-share listed companies have disclosed their half-year performance forecasts, with 139 companies expecting profit increases, accounting for 74.33% [2] - The sectors showing significant growth include power, semiconductors, wind power equipment, pharmaceuticals, and agriculture, indicating a positive market sentiment [2] - Notably, 67 companies anticipate a net profit growth of over 100%, with 20 companies expecting over 300% growth, and 7 companies projecting over 1000% growth [3] Group 2 - The top performer, Huayin Power, forecasts a profit increase of up to 4423%, while other notable companies like First Technology and Tianbao Infrastructure expect increases of 2835% and 2329%, respectively [3] - A total of 38 companies are expected to report net profits exceeding 5 billion yuan, with Industrial Fulian leading at an estimated 12.158 billion yuan [4] - The significant profit growth for Huayin Power is attributed to increased power generation and decreased fuel costs [5] Group 3 - A-share profitability is stabilizing, with a reported net profit growth of 3.63% in Q1 2025, indicating a recovery from a previous decline [6] - Analysts suggest that improving performance expectations can stabilize market sentiment and reduce short-term volatility, particularly in sectors benefiting from domestic demand recovery [6] - The ongoing development of the AI industry and high demand in electronics and communications sectors are expected to maintain positive growth trends [6]

证券代码：603325 证券简称：博隆技术 公告编号：2025-017 上海博隆装备技术股份有限公司 第二届董事会第八次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 上海博隆装备技术股份有限公司（以下简称公司）第二届董事会第八次会议于2025年7月10日在公司会 议室以现场结合通讯表决方式召开，会议通知及材料于2025年7月7日以电子邮件方式发给全体董事。本 次会议由公司董事长张玲珑先生召集并主持，应出席董事8名，实际出席董事8名（其中以通讯表决方式 出席会议董事4名）。公司监事、高级管理人员、财务总监候选人列席会议。本次会议的召集和召开符 合《中华人民共和国公司法》（以下简称《公司法》）等法律、行政法规、部门规章、规范性文件及 《公司章程》的有关规定。 二、董事会会议审议情况 （一）审议通过《关于聘任公司财务总监的议案》 为保证公司财务管理工作的有序开展，根据《公司法》及《公司章程》的有关规定，经总经理张玲珑先 生提名，董事会提名委员会资格审查、董事会审计委员会审议通过，同意聘任陈海建 ...

Group 1 - The company expects a significant increase in net profit attributable to shareholders, projected between 99 million to 118 million yuan, representing a year-on-year increase of 136.47% to 181.85% [1][2] - The net profit excluding non-recurring gains is expected to be between 18.5 million to 22.2 million yuan, indicating a decrease of 1.93 million to 2.3 million yuan compared to the same period last year, which corresponds to a decline of 46.51% to 55.42% [1][3] - The increase in net profit is primarily driven by non-recurring gains, particularly from the transfer of equity in a subsidiary and the revaluation of remaining equity after losing control of that subsidiary, which contributed approximately 19.27 million yuan [2] Group 2 - The company reported a total profit of 45.07 million yuan in the same period last year, with earnings per share at 0.2390 yuan [2] - A significant factor for the decrease in net profit excluding non-recurring items is attributed to the high gross margin from a previous project related to offshore wind power and associated low-carbon industry consulting services, which created a high base effect [3] - The company anticipates a loss of approximately 36 million yuan due to the return of land use rights for a specific plot in Shanghai, which will negatively impact total profit [2]

Group 1 - The company expects to achieve a turnaround in net profit for the first half of 2025, with an estimated net profit of between 36 million and 42 million yuan [1][2] - The estimated net profit attributable to shareholders, excluding non-recurring gains and losses, is projected to be between 23 million and 29 million yuan [1][2] - The company reported a total profit of -27.6173 million yuan and a net profit attributable to shareholders of -16.3427 million yuan for the same period last year [1] Group 2 - The increase in PCB business compared to the same period last year has contributed to the rise in operating income and gross margin [1] - Continuous improvements in cost management and a decrease in period expenses have positively impacted the company's performance [1]