亚马逊(AMZN.US)宣布将于下月终止独立免费流媒体电视服务，计划将内容整合至Prime Video平台。 这项名为Freevee的服务于2019年依托IMDb(亚马逊1998年收购的影视资讯网站)推出，主要通过应用程 序提供免费广告支持的视频内容，包括原创剧集及部分Prime Video资源。 今年以来，亚马逊股价几乎原地踏步，截至发稿，亚马逊年内仅上涨0.4%，显著落后于标普500指数 5.7%的涨幅。 不过分析人士认为，随着第二季度财报即将公布，这家电商巨头有望迎来股价上行的契机。根据FactSet 的数据，亚马逊预计将在7月31日前后公布二季度财报。而在此之前，公司还将于7月8日至11日举办一 年一度的夏季Prime Day促销活动，有望为公司带来销售高峰。 Truist Securities分析师Youssef Squali于周三发布报告，将亚马逊的目标股价由226美元上调至250美元， 意味着从周二收盘价220.46美元起有大约13%的上行空间。他同时维持"买入"评级，理由是亚马逊二季 度业绩可能将强于市场预期。 用户通知显示，Freevee应用程序将于8月关闭，届时无需订阅亚马逊Prime会员 ...

(文/解红娟 编辑/张广凯） 连锁门店数量仅次于孩子王、爱婴室的母婴企业——孕婴世界，其招股书已于近日获受理。 近日，成都孕婴世界股份有限公司（孕婴世界）北交所IPO已于6月25日获受理，公司本次拟向不特定合格投资者公开发行不超过4001.00万股新股（不 含行使超额配售选择权所发新股），拟募集资金1.91亿元，保荐机构为国信证券。 孕婴世界表示，募集资金将用于与公司主营业务相关的投资项目，其一，销售服务网络建设项目投资总额为1.74亿元，拟投入募集资金为1.43亿元； 其二，数智化中心建设项目投资总额为0.48亿元，拟投入募集资金为0.48亿元。 直营门店仅2家 直营门店仅2家的孕婴世界做的是加盟生意。 公开资料显示，孕婴世界是一家数智化创新型母婴连锁企业，主营业务为母婴商品销售以及为上游品牌供应商、下游加盟商提供服务。 具体在执行上，孕婴世界从飞鹤、伊利金领冠、合生元、海普诺凯、佳贝艾特、好奇等母婴市场知名品牌拿到具有竞争力的价格，再通过分布广泛且 充分下沉的销售渠道资源给其连锁门店供货。 这样做的好处是，孕婴世界能实现规模议价优势和区域独家产品供应优势。 综合来看，2024年，孕婴世界来自加盟商的收入为 ...

长江商报消息 ●长江商报记者 江楚雅 能源物流企业恒通股份加速资源整合。 7月1日，恒通股份（603223.SH）公告，全资子公司山东恒福绿洲新能源有限公司计划以8181.2万元收 购公司控股子公司华恒能源持有的广西华恒通能源科技有限公司（简称"广西华恒通"）100%的股权。 此次交易旨在整合资源，进一步开展LNG相关业务。 恒通股份以LNG贸易及物流、港口运营为核心业务，形成"能源+物流"双轮驱动。在LNG业务轻装上阵 和港口业务的快速增长下，公司经营业绩稳健发展。 据中国港口协会数据，2025年全国LNG进口量预计突破1亿吨，同比增长12%，而恒通股份所在的环渤 海地区占比将达35%。公司凭借港口与LNG的协同布局，有望在行业集中度提升中抢占先机。 港口业务快速增长 作为南山集团在资本市场的重要布局，恒通股份正从传统的道路运输企业逐步转变为综合性港口服务 商，其核心资产山东裕龙港务有限公司（简称"裕龙港务"）的投产，成为公司业绩增长的重要推动力。 2024年，恒通股份港口业务迎来爆发式增长，营收同比增长120.26%至2.18亿元。2025年一季度，该业 务继续保持68%的高增速，成为公司利润的主要来源。 ...

Group 1 - Amazon is discontinuing its standalone free streaming TV service, Freevee, to consolidate content offerings under Prime Video [1][2] - Freevee, launched in 2019, provided ad-supported video content, including original series and some Prime Video content [1] - The Freevee app will shut down in August, allowing users to access shows and movies on Prime Video for free without a subscription [2] Group 2 - Prime Video will become the exclusive home for Freevee TV shows, movies, and Live TV [2]

Core Viewpoint - The recent rebound in the A-share market has seen the brokerage sector gaining investor attention, particularly the Huijin-backed brokerages, which have led this rally due to structural differentiation driven by regulatory support and market expectations [1] Group 1: Market Trends and Regulatory Support - The release of the new "National Nine Articles" has prompted regulatory efforts to promote the integration of brokerages, aiming to create 2 to 3 top-tier international investment banks and 3 to 5 investment institutions, which supports the Huijin-backed brokerages leading the market [1] - The ongoing trend of integration within the brokerage sector is expected to continue, with both regional and leading brokerages actively pursuing consolidation efforts [1] Group 2: Internal Resource Integration - The expansion of Huijin-backed brokerages to 8 firms indicates a focus on internal resource integration, particularly in advancing internationalization within investment banking [1] - The goal set by the new "National Nine Articles" is to establish 2 to 3 investment banks with international competitiveness and market leadership by 2035, highlighting significant room for growth in international operations for domestic brokerages [1] Group 3: Performance Variability Among Brokerages - Regional brokerages exhibit significantly higher performance elasticity compared to leading brokerages, influenced by their strong local advantages in brokerage services and investment banking, especially in favorable market conditions [3] - The performance differences among regional brokerages can also stem from their specific advantages in fixed income business and local economic development [3][4] Group 4: Investment Strategies - Investors are advised to focus on specific investment themes within the brokerage sector, such as merger and acquisition concepts and regional brokerages, although identifying suitable targets can be challenging [4] - For investors lacking the capacity to analyze individual stocks, industry ETFs may represent a more effective investment strategy [4]

南华期货硅产业链企业风险管理日报 2025年07月02日 夏莹莹（投资咨询证书：Z0016569 ） 余维函 （期货从业证号：F03144703） 投资咨询业务资格：证监许可【2011】1290号 工业硅&多晶硅期货价格区间 | 品种 | 价格区间预测 | 当前波动率（20日滚动） | 日涨跌 | 当前波动率历史百分位（3年） | 日涨跌 | | --- | --- | --- | --- | --- | --- | | 工业硅主力合约 | 强压力位7600 | 33.2% | 4.11% | 95.9% | 8.7% | | 多晶硅主力合约 | 强压力位33000 | 39.74% | 8.28% | 83.73% | 3.4% | source： 南华研究,同花顺 工业硅&多晶硅风险管理策略建议 | 行为 导向 | 情景分析 | 策略推荐 | 套保工具 | 买卖方向 | 套保比例 | | --- | --- | --- | --- | --- | --- | | 库存 | 产品库存偏高，有存 | 为了防止存货减值，根据企业库存情况，做空期货来 锁定利润，弥补企业的生产成本 | SI2509/PS2509 ...

Group 1 - Notified participated as a diamond sponsor at the HKIRA 11th IR Awards Luncheon, highlighting its commitment to the investor relations community [1][3] - The event gathered industry leaders, listed companies, and IR professionals to discuss and recognize excellence and innovation in investor relations practices [1][3] - Melanie Morfill, Notified's APAC Director, delivered a keynote speech emphasizing the need for IR teams to break down departmental silos and adapt to a fragmented digital audience [2] Group 2 - Morfill pointed out the challenges of information overload and the importance of integrating IR and PR functions to effectively communicate in a rapidly changing environment [2] - Notified announced the upcoming launch of AI assistant IRIS, which will be integrated into its newly released IR Hub platform to help teams manage compliance requirements and investor expectations [2] - The HKIRA Awards continue to set benchmarks for excellence in the investor relations field, promoting professional development among Hong Kong listed companies [3]

Core Viewpoint - The Zhejiang Provincial Government has issued implementation opinions aimed at promoting the high-quality development of government investment funds, emphasizing the integration and optimization of existing funds [1] Group 1: Fund Integration and Optimization - The government encourages the integration and restructuring of existing funds based on market-oriented and legal principles [1] - It is stated that the same government should not establish multiple investment funds in the same industry or field [1] - For underperforming funds, measures such as changing fund managers, replacing management teams, forced liquidation, and early exit are to be implemented according to relevant procedures and agreements [1] Group 2: Operational Management - The restructuring of existing funds must not affect the normal investment operations of the funds [1]

Core Viewpoint - The recent board nomination announcement by Zhongju High-tech (600872.SH) indicates a stable board composition with the introduction of new member Li Ruxiong, a seasoned management expert, which is seen as a significant step in the company's ongoing governance improvement and operational enhancement efforts [1][2] Group 1: Board Changes and New Appointments - The new board member Li Ruxiong is recognized for his extensive experience in large state-owned enterprises, having held key positions in companies like China Resources and CITIC [2] - Li Ruxiong's background includes successful leadership in major mergers and acquisitions, showcasing his capability in strategic transformation and capital operations [2][3] - The recent appointment of a new management team with "China Resources" backgrounds, including General Manager Yu Xiangyang, is expected to enhance the company's understanding of the seasoning industry and its operational advantages [3] Group 2: Strategic Focus and Market Position - Zhongju High-tech has been focusing on its core seasoning business and implementing a dual-driven growth strategy since the return of Torch Group and Dinghui [4] - The company has adopted measures like "controlling inventory and stabilizing prices" to address market challenges, which may impact short-term financials but are aimed at long-term health [4] - In 2024, the company reported a revenue growth of 5.19 billion, with net profit and cash flow from operating activities increasing by 27.97% and 29.20% year-on-year, respectively [4][5] Group 3: Future Outlook and Strategic Goals - Zhongju High-tech aims to complete at least one industrial acquisition by 2025 to strengthen its product categories and achieve revenue growth in line with industry peers [5] - The company is focused on building core capabilities in "refined marketing, continuous innovation, and lean operations" as part of its strategic roadmap [5] - The nomination of Li Ruxiong aligns with the company's strategic needs, and there are high expectations for his contributions to the execution of the company's growth strategy [5]

7月1日晚间，粤开证券新一届领导班子正式在公告中亮相。该公司控股股东广州开发区控股集团有限公司 （简称"广开控股"）现任董事长郭川舟，正式出任粤开证券董事长，自2025年6月30日起生效。 与此同时，粤开证券原有的6名高管也获续聘，此前离任的苏锋也被重新聘回，再度任粤开证券副总裁兼董事 会秘书。 新董事长走马上任 简历显示，郭川舟于1986年出生，中共党员，硕士研究生，2019年加入广开控股。曾任广州开发区发展改革和 金融工作局（统计局）招商处处长，广州开发区投资促进局招商一处处长，华发城市运营控股有限公司总裁助 理，广开控股总经理助理、副总经理，总经理，上海泰胜风能装备股份有限公司董事长等职。 粤开证券称，郭川舟拥有深厚的产业背景和亮眼的业绩履历，其职业轨迹与广州开发区的经济发展紧密相连。 在其担任集团总经理期间，广开控股经营发展迈上新台阶。 事实上，郭川舟是粤开证券的老朋友。早在2022年5月，他便以广开控股副总经理身份，被提名为粤开证券非 独立董事候选人。2023年11月，因原总经理退休，被提拔为广开控股总经理。 今年1月17日，粤开证券公告称，董事长严亦斌因工作变动原因辞去董事、董事长职务。这一变化背 ...