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意大利5月零售销售环比 -0.4%,预期 0.2%,前值 0.7%。
news flash· 2025-07-04 08:07
意大利5月零售销售环比 -0.4%,预期 0.2%,前值 0.7%。 ...
意大利5月季调后零售销售月率 -0.4%,预期0.20%,前值0.70%。
news flash· 2025-07-04 08:04
Group 1 - Italy's retail sales for May showed a seasonally adjusted month-on-month decline of 0.4%, which is below the expected increase of 0.2% and a decrease from the previous value of 0.7% [1]
意大利5月零售销售年率 1.3%,前值3.70%
news flash· 2025-07-04 08:04
Core Insights - Italy's retail sales year-on-year growth rate is reported at 1.3%, a decrease from the previous value of 3.7% [1] Group 1 - The current retail sales growth indicates a slowdown in consumer spending in Italy [1] - The previous year's growth rate of 3.7% suggests that the retail sector was experiencing stronger performance prior to this decline [1] - The 1.3% growth rate may reflect broader economic challenges affecting consumer confidence and spending habits [1]
光伏座谈会更多细节披露,参会人士:如后续仍低于成本价销售 可能会重罚
news flash· 2025-07-04 06:47
金十数据7月4日讯,7月3日,由工业和信息化部组织召开的第十五次制造企业座谈会,将范围锁定在光 伏行业。共计14家光伏行业企业及光伏行业协会负责人交流发言,并提出政策建议。其中一家企业负责 人表示,国家相关部门已经走访国内主要光伏企业,要求企业于近期尽快上报成本价格,"如果后续继 续低于成本价销售,就有可能会受到重罚。" (21财经) 光伏座谈会更多细节披露,参会人士:如后续仍低于成本价销售 可能会重罚 ...
新加坡5月零售销售年率 1.4%,预期1.80%,前值由0.30%修正为0.2%。
news flash· 2025-07-04 05:03
Group 1 - Singapore's retail sales year-on-year growth for May is reported at 1.4%, which is below the expected growth of 1.80% [1] - The previous value for retail sales growth has been revised down from 0.30% to 0.2% [1]
新加坡5月季调后零售销售月率 1%,前值由0.30%修正为0%。
news flash· 2025-07-04 05:03
Group 1 - Singapore's seasonally adjusted retail sales increased by 1% in May, indicating a positive trend in consumer spending [1] - The previous month's retail sales growth was revised from 0.30% to 0%, highlighting a significant adjustment in the data [1]
油脂油料早报-20250704
Yong An Qi Huo· 2025-07-04 02:40
油脂油料早报 研究中心农产品团队 2025/07/04 隔 夜 市 场 信 息 : 美国农业部民间出口商报告向未知目的地出口销售 民间出口商报告向未知目的地出口销售22.6万吨大豆,2024/2025市场年度付运。 民间出口商报告向未知目的地出口销售19.5万吨豆粕 民间出口商报告向未知目的地出口销售19.5万吨豆粕,其中4.5万吨2024/2025市场年度付运,剩余15万吨 2025/2026市场年度付运。 26日止当周美国大豆出口销售合计净增70.14万吨,符合预期 26日止当周,美国当前市场年度大豆出口销售净增46.24万吨,较之前一周增加15%,较前四周均值增加62%,市 场此前预估为净增30.0万吨至净增70.0万吨。 当周,美国下一市场年度大豆出口销售净增23.90万吨,市场此前预估为净增 万吨至净增30.0万吨。 当周,美豆出口装船为25.16万吨,较之前一周减少5%,较此前四周均值减少27%。 当周,美国当前市场年度大豆新销售53.32万。下一市场年度大豆新销售23.91万吨。 日止当周美国豆粕出口销售合计净增 26日止当周,美国当前市场年度豆粕出口销售净增30.62万吨,较之前一周增加226 ...
保利发展20250703
2025-07-03 15:28
保利发展 20250703 摘要 保利发展今年拓展总额达 420 亿元,权益比维持在 85%的高位,增量 项目占比提升至 65%,显示公司在新增投资上保持较高强度。 一线城市(如上海)和广州房地产市场热度较高,保利天誉项目首开去 化率达 96%,但整体市场热度有所下滑,市场下行压力加大。 公司积极应对市场变化,通过提高产成品销售占比(10%-15%)和多 元化盘活存量项目(新增成果约 50-60 万方),以优化资产结构。 广州收紧得房率政策旨在稳定地价和房价,但可能对次新房市场产生负 面影响,杭州维持得房率稳定以确保地价可预期性。 公司认为房地产市场企稳回升依赖宏观经济恢复和信心修复,而非短期 刺激政策,将积极建言献策争取政策支持。 保利发展在三亚市场全面实施现房销售并取得成功,已在约 10 个城市 试点,通过缩短竣备时间至 14-16 个月来应对现房销售政策。 公司总土地储备面积约为 6,200 万平方米,其中增量项目 1,000 万平方 米,存量项目 5,200 万平方米,正推进 1,500 万平方米的退换地条规。 Q&A 今年以来保利发展的经营情况如何? 2025 年 1 至 5 月份,保利发展累计销售 ...
湖北一地出大招,涉现房销售!
券商中国· 2025-07-03 13:46
又一地发布楼市新政。 其中,湖北荆门发布19条稳楼市新政,包括购买地下停车位、商业办公用房按契税实缴额度给予补助,鼓励优 先采用房票安置或"以购代建"方式安置,2026年1月1日起新出让土地开发的商品房原则上实行现房销售等。 根据中指研究院监测,上半年(截至6月25日)全国超160省市(县)出台优化政策超340条。其中,各地调整 公积金政策超150条。 业内人士认为,6月13日国常会为市场释放了政策进一步加力的积极信号,下半年预计将全力落实已出台政 策,推动市场止跌回稳。 荆门发布19条稳楼市新政 日前,荆门市印发《关于持续巩固中心城区房地产市场稳定态势的政策措施》,推出6方面19条针对性举措, 多维度促进房地产市场平稳健康发展。 其中提出,加快地下停车位销售,居民购买地下停车位,网签商品房买卖合同、取得契税完税凭证的,由所购 地下停车位所在区按契税实缴额度给予100%补助。鼓励购买商业办公用房,在中心城区购买新建商业办公用 房用于非经营用途,网签商品房买卖合同、取得契税完税凭证的个人,由所购商业办公用房所在区按契税实缴 额度给予50%补助。 同时,推行房票安置,城市基础设施建设和城市更新过程中涉及到对被征迁 ...
阿里、京东、美团港股同日下跌,对于外卖大战,市场在担心什么?
Hua Er Jie Jian Wen· 2025-07-03 13:34
Core Viewpoint - The ongoing price war in the food delivery industry in China is expected to last longer than previous rounds, with significant implications for profitability among major players like Alibaba, Meituan, and JD.com [3][4][5]. Industry Overview - The competition among Chinese internet giants in the food delivery sector has intensified, with Alibaba, JD.com, and Meituan heavily investing to capture market share [4][5]. - In June alone, the total investment from these three companies reached 250 billion RMB, indicating a shift in the industry landscape [5]. Financial Implications - Goldman Sachs warns of profit pressure in the short term, predicting that Alibaba's food delivery business will incur losses of 41 billion RMB over the next 12 months, while JD.com is expected to lose 26 billion RMB [6]. - Meituan's EBIT profit is projected to decline by 25 billion RMB, reflecting the financial strain from the ongoing competition [6]. Market Scenarios - Goldman Sachs outlines three potential scenarios for the future of the food delivery market: 1. **Base Case**: Meituan maintains its market leadership with a market share ratio of 5.5:3.5:1 against Alibaba and JD.com [8]. 2. **Duopoly**: Alibaba gains significant market share through a 500 billion RMB investment, leading to a 4.5:4.5:1 market share distribution [8]. 3. **Fragmented Market**: JD.com improves its position to achieve a 5:3:2 market share ratio [8]. Strategic Intent - The primary goal of the current price war is not immediate profitability in food delivery but rather to secure user traffic for cross-selling more profitable e-commerce and travel services [9][10]. - Meituan has successfully demonstrated this model, achieving a 30%-40% EBIT profit margin through cross-selling [9]. User Engagement and Growth - The competition has led to significant increases in daily active users (DAU) for Alibaba and JD.com, with both platforms seeing an increase of 50 million DAU [10]. - JD.com's user base has grown from 1-1.3 million to 1.7 million in the food delivery segment, with 40% of new users converting to e-commerce customers [10]. Long-term Outlook - Goldman Sachs anticipates that the current losses will be viewed as a long-term marketing investment, with potential profitability or breakeven by 2027 [11]. - Pinduoduo, which has not directly engaged in the food delivery competition, is expected to benefit from the market dynamics as Meituan exits certain provinces [11].