Group 1 - The market is currently experiencing a directionless oscillation, characterized by small fluctuations around a central point, indicating a lack of clear trends [1] - There are indications that the market may soon select specific directions, with potential hotspots emerging, particularly in the banking sector [1] - The focus is on short-term trading strategies, particularly in sectors like digital currencies and innovative pharmaceuticals, where minute-level trading opportunities may arise [1][2] Group 2 - Recent performance of stablecoins and stocks like Sifang Jingchuang (300468) suggests a need for short-term profit-taking after small upward movements [2] - The market environment is challenging, and caution is advised; it may be prudent to refrain from aggressive trading if suitable opportunities are not present [2] - Current market dynamics indicate a potential breakout or breakdown around specific levels, with 3368 as a critical support and 3393 as a resistance point [2]

每经记者｜彭斐 每经编辑｜陈俊杰 在饲料行业的激烈竞争中，山东饲料龙头企业邦基科技（SH603151，股价18.83元，市值31.63亿元）准 备跨界养猪了。 6月16日晚间，邦基科技披露重组预案，公司拟通过发行股份及支付现金的方式，向Riverstone Farm Pte. Ltd. （以下简称Riverstone）购买其持有的山东北溪农牧有限公司（以下简称北溪农牧）等6家公司 100%股权及派斯东畜牧技术咨询（上海）有限公司（以下简称上海派斯东）80%股权。 在披露上述预案后，邦基科技于6月17日复牌，开盘即涨停。《每日经济新闻》记者同时注意到，就在 邦基科技6月4日晚间发布停牌公告的当天，公司股价早盘"抢跑"，直线拉升并封死涨停板。 本次交易完成后，北溪农牧、瑞东伟力、鑫牧农牧、利津瑞东、山东瑞东、滨州瑞东6家标的公司将成 为邦基科技的全资子公司，上海派斯东将成为邦基科技持股80%的控股子公司。 邦基科技提到，本次交易完成后，有利于上市公司实现从单一的饲料生产加工企业向饲料加工与生猪养 殖一体化企业转型，实现养殖产业链条的延伸，提高产业上下游协同效应。 6月17日上午，《每日经济新闻》记者以投资者身份致 ...

Group 1 - The core point of the news is that Shandong Bangji Technology Co., Ltd. is planning a major asset restructuring by acquiring 100% equity of six companies and 80% equity of one company, which will lead to a significant shift in its business model from solely producing pig feed to integrating pig farming and sales [1][2] - The acquisition aims to leverage the modern pig farming experience from Riverstone's shareholders in the U.S. and adapt it to the Chinese context, promoting a sustainable and efficient farming model [2] - The transaction is expected to enhance the company's operational synergy, reduce risks associated with underutilization of new projects, and create additional revenue streams and profit growth opportunities [2][3] Group 2 - Post-acquisition, the company plans to integrate resources, combining management experience in pig farming with feed product innovation, which is anticipated to improve feed product development and pig farming efficiency [3] - The acquisition will also help the company enhance its brand recognition and market influence in the pig farming sector, aiming to capture a larger share of the domestic market and strengthen its pig feed business [3]

化工行业-企业排名 根据QYResearch调研，2023-2024年全球化工行业企业排名。 | 排名 | 公司 | 2023年销售额 | 2024年销售额 | 2023年市场份额 | 2024年市场份额 | | --- | --- | --- | --- | --- | --- | | 1 | 中石化 | 72,845 | 72,971 | 1.48% | 1.45% | | 2 | BASF | 74.591 | 70.668 | 1.52% | 1.40% | | 3 | Dow | 44,622 | 42.964 | 0.91% | 0.85% | | 4 | LyondellBasell | 41.107 | 40.302 | 0.84% | 0.80% | | 5 | ExxonMobil | 40.672 | 40.270 | 0.83% | 0.80% | | 6 | SABIC | 37,744 | 37,330 | 0.77% | 0.74% | | 7 | 荣盛石化 | 26.727 | 26.459 | 0.54% | 0.53% | | 8 | 万华化学 | 24,709 | 25, ...

这些纳凉点的位置都处于地铁站内较宽敞的区域，不影响其他乘客通行。纳凉点提供免费饮用水服务， 鼓励广大市民自带水杯前来取水。为了增加纳凉休息区的趣味性，绍兴地铁1号线特别设置了书刊架， 摆放着各类书籍、杂志，涵盖文学、科普、生活等多个领域。车站还为市民准备了防暑药品，如藿香正 气水、风油精等。 在炎热的暑期，如何能为市民提供便利且免费的"纳凉区"，不少城市都充分依托地铁站资源，打造纳凉 区域。2025年入夏以来，成都、郑州、绍兴等多个城市的地铁站已开放纳凉区，为市民提供避暑场所。 记者注意到，作为城市公共交通服务的延伸，重庆、南昌、长沙、杭州、西安、深圳等地也都在积极开 展地铁纳凉区的建设，绝大多数城市的地铁纳凉区在7月中旬正式开放，其可以提供的服务也越来越丰 富多样。 成都 地铁全线网 423座车站 均设纳凉区 作为曾经因开设"纳凉区"受到广泛关注的成都 地铁，今年纳凉区开放的时间也比较早。近期成都迎来 持续高温，市民游客特别是户外工作者纳凉避暑的需求旺盛。 据了解，成都 地铁全线网 423座车站 均设纳凉区，配备座椅和通风系统，部分站点还增设地铁书屋、 自习室等设施，免费向市民提供服务。在地上区域，同样有不 ...

Group 1 - The core viewpoint is that the Yangmei industry in Zhejiang is experiencing significant growth, with total production expected to reach 740,000 tons by 2025 [1] - In Cixi, the planting area for Yangmei is projected to exceed 90,000 acres, with a delayed maturity period of 3 to 5 days due to lower temperatures, but overall quality is better than previous years [2] - The use of digital equipment in smart greenhouses has led to a 30% increase in the yield of black carbon Yangmei in Lanxi [2] Group 2 - Quality control during the sorting process is crucial, with advanced detection equipment being used to measure sugar content and size of the Yangmei [4] - The Yangmei industry is expanding its value chain through deep processing products, which helps extend shelf life and increase added value [6] - The integration of Yangmei with tourism has attracted many visitors for fruit-picking experiences, enhancing local economic activity [8] Group 3 - New culinary offerings featuring Yangmei, such as Yangmei shrimp balls and Yangmei cakes, are being introduced in local restaurants and cafes [13] - The short harvesting period of Yangmei is being mitigated by the emergence of various deep-processed products, such as Yangmei juice and Yangmei wine, which are gaining popularity [14] - Orders for Yangmei wine have increased by 30% year-on-year, with production facilities working overtime to meet demand [14][15]

| |  特定对象调研 □分析师会议 | | | --- | --- | --- | | 投资者关系活动类 | □媒体采访 □业绩说明会 | | | 别 | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他（请文字说明其他活动内容） | | | 参与单位名称及人 | 第一创业证券 洪瀚涛 | | | 员姓名 | 潘家轩、陈兴军 国元证券 | | | 时间 | 年 月 日(星期四) 2025 12 15:00-16:00 | 6 | | 地点 | 浙江海森药业股份有限公司会议室 | | | 上市公司接待人员 | 董事会秘书胡康康 | | | 姓名 | | | | | 本次调研活动主要问题及回答如下： 1、未来的产业发展方向？ | | | | 公司将在现有特色原料药业务的基础上，进一步加强 | | | | 研发创新，提升产品质量和生产工艺水平，巩固和扩大在 | | | | 原料药领域的市场地位。同时加大对化学药品制剂研发、 | | | | 生产与销售的投入，逐步向制剂产业链延伸，实现从原料 | | | | 药到制剂的全产业链布局。通过产业链延伸，公司能够更 | | | 投资者关系活动 ...

2025年6月4日，由中汽数据有限公司（以下简称"中汽数据"）主办的 "2025 年汽车生产者责任延伸（EPR）成果分享会" 在北京成功召开。本次会议 旨在总结汽车产品EPR试点成果与经验，推广优秀案例，同时探索EPR管理发展方向，助力汽车产业绿色转型。中汽数据总经理冯屹出席会议并致辞，中 汽数据可持续发展业务部部长王秀旭主持会议。来自汽车生产、报废机动车回收拆解、材料再生及资源综合利用等领域的80余名行业专家及企业代表参加 会议。 会议现场 冯屹强调，发展循环经济是国家重大战略决策，是保障资源安全、实现"双碳"目标的关键一环。在汽车行业实施EPR制度既是践行"双碳"承诺的责任 担当，更是重塑产业竞争力的重要战略机遇。未来，中汽数据将聚焦新能源汽车EPR领域，继续做好政府支撑工作，不断深化政策研究，搭建行业协同平 台，健全配套标准体系，持续探索EPR管理"中国方案"，助力产业绿色高质量发展。 试点成果分享，树立行业标杆 会上，中汽数据动力电池室主任王攀在《EPR试点工作总结及下一步工作计划》报告中指出，自2021年6月《汽车产品生产者责任延伸试点实施方 案》发布以来，各试点企业紧紧围绕再生材料、再制造、回收体 ...

6月4日晚间,山东A股饲料巨头山东邦基科技（603151）股份有限公司(下称"邦基科技")公告称,其正在筹 划以发行股份及支付现金相结合的方式收购Riverstone Farm Pte.Ltd.所持有的山东北溪农牧有限公司、 瑞东农牧(山东)有限责任公司等6家企业全部股权以及派斯东畜牧技术咨询(上海)有限公司80%的股权,目 前已与交易对方签署收购意向协议。 公开资料显示,邦基科技成立于2007年4月,注册地位于淄博高新区民祥路东首,是一家为现代化养殖场提 供专业化产品的饲料生产企业,主要产品包括猪预混料、猪浓缩料、猪配合料等。 2022年至2024年,邦基科技分别实现营业收入16.58亿元、16.47亿元以及25.42亿元；归母净利润则分别实 现1.2亿元、8389万元以及5013万元。特别是近两年,邦基科技出现"增收不增利"的局面。 对此,邦基科技在年报中解释称,出现上述局面的原因主要是随着募投项目的陆续投产,部分项目前期整体 产能利用率偏低,单位固定成本增加,导致整体毛利率水平下降等因素所致。 值得注意的是,邦基科技在分析报告期内公司所处行业情况时表示,随着饲料产业的日趋成熟,大型饲料企 业通过产业联盟 ...

Group 1 - Shandong Bangji Technology Co., Ltd. announced plans to acquire 100% equity of six companies and 80% of another company through a combination of share issuance and cash payment [1] - The company reported revenues of 1.658 billion, 1.647 billion, and 2.542 billion yuan for 2022, 2023, and 2024 respectively, with net profits of 120 million, 83.89 million, and 50.13 million yuan [1] - The company has faced a situation of "increased revenue but decreased profit" in recent years, attributed to low capacity utilization and rising fixed costs [1] Group 2 - The feed industry is maturing, with large enterprises extending their industrial chains through mergers and acquisitions, while some companies are shifting production capacity to self-use due to changes in the breeding market [2] - Bangji Technology is actively pursuing strategic adjustments, including acquisitions of other feed companies to expand its business [2] - The planned acquisition marks Bangji Technology's entry into the pig fattening industry, with one of the target companies planning to invest 2 billion yuan to build modern breeding bases [3] Group 3 - In the first quarter of this year, Bangji Technology achieved revenues of 1.076 billion yuan, a year-on-year increase of 160.84%, and a net profit of 28 million yuan, up 37.71% year-on-year, indicating a recovery in performance [3] - The company is expected to release a detailed acquisition plan within 10 working days during the suspension period [3] - The success of the acquisition could significantly impact Bangji Technology's revenue growth, especially following the recovery of pig prices in the second quarter of last year [3]