CPI略有下降 核心CPI同比涨幅扩大 CPI环比由涨转降主要受能源价格下降影响。能源价格环比下降1.7%，影响CPI环比下降约0.13 个百分点，占CPI总降幅近七成。其中，汽油价格下降3.8%，降幅比上月扩大1.8个百分点。食品 价格下降0.2%，降幅小于季节性水平1.1个百分点，影响CPI环比下降约0.04个百分点。其中，应 季蔬菜上市量增加，鲜菜价格下降5.9%；鸡蛋、猪肉和禽肉类价格稳中略降，降幅在0.3%— 1.0%之间；受部分地区暴雨天气、伏季休渔期等因素影响，鲜果、淡水鱼和海水鱼供应有所减 少，价格分别上涨3.3%、3.1%和1.5%。消费需求持续回暖，叠加假日和各地开展文体娱乐活动 等因素影响，宾馆住宿和旅游价格分别上涨4.6%和0.8%，均高于季节性水平，其中宾馆住宿价 格涨幅创近十年同期新高；夏装换季上新，服装价格上涨0.6%。 6月9日，国家统计局发布数据显示，5月份，居民消费价格指数（CPI）环比下降0.2%，同比下 降0.1%，扣除食品和能源价格的核心CPI同比上涨0.6%，涨幅比上月扩大0.1个百分点。工业生 产者出厂价格指数（PPI）环比下降0.4%，降幅与上月相同，同比下降3 ...

综上，我认为孙迪是一位专业且可信赖的基金经理，其业绩、投资风格和风险管理能力在业内处于较高水平。投资决策应结合个人目标和市场动态，我建议 潜在投资者仔细阅读基金说明书和最新报告，以做出明智的投资选择。 文章来源：https://baike.huochengrm.cn/post/16130.html 在基金业绩方面，孙迪表现出色。以广发高端制造股票基金为例，该基金在过去五年中，年均回报率超过15%，大幅领先于同类型基金的平均水平。2021 年，该基金在A股市场震荡中实现了近30%的收益，归功于孙迪对行业轮动的精准把控。公开的基金报告和第三方评级机构的数据显示，他的选股能力和风 险控制能力较强。尽管业绩并非总是一帆风顺，2022年下半年，受全球供应链冲击，基金净值曾出现约10%的短期回撤，但这提示投资者市场波动性无法避 免。总体来看，孙迪的长期回报表现稳健，五年期夏普比率超过0.8，表明他在追求收益的同时，有效管理了下行风险。 孙迪的投资策略倾向于成长型，着重于长期价值的挖掘，他偏爱投资具有高增长潜力的企业，如人工智能、高端装备和绿色能源领域的领军企业。在构建投 资组合时，他注重风险分散，避免过度集中于某一行业。 ...

证券代码：001212 证券简称：中旗新材 转债代码：127081 债券简称：中旗转债 广东中旗新材料股份有限公司 投资者关系活动记录表 编号：2025-002 投资者关系活动 类别 □特定对象调研□分析师会议 □媒体采访□业绩说明会 □新闻发布会☑线上路演活动 □现场参观 □其他（请文字说明其他活动内容） 参与单位名称及 人员姓名 东方财富证券研究所（崔晓静、王磊、陈怡洁、王启帆、姜倩慧、 朱晋潇、陈思颖、张明远、王佩麟、陈磊）；国联民生（武慧东、 朱思敏）；东北证券（庄嘉骏）；中国国际金融股份有限公司（胡 迪、李梦遥）；中信建投基金管理有限公司（李源、刘泊宁、丁 希璞）；深圳榕树投资（黄安麟）；华夏基金管理有限公司（张 越洋）；佳许盈海（上海）私募基金管理有限公司（靳存迎）； 易方达基金管理有限公司（李凌霄）；博时基金管理有限公司（冯 圣阳、乔奇兵、田俊维、高晖、何坤）；南方基金管理股份有限 公司（薛原）；工银瑞信基金管理有限公司（文杰）；Willing Capital （Hongda Zhu）；IGWT Investment（廖克銘）；汇添富基金管 理股份有限公司（郑磊、马翔）；永赢基金管理有限公司（张 ...

近日，在深圳市市场监督管理局(知识产权局)、深圳证监局、南山区金融发展服务中心的指导与支持 下，深高新投聚焦三大硬科技赛道，创新金融模式，在深圳证券交易所成功发行"人工智能""高端装 备""智能制造"三期专项知识产权证券化(ABS)产品。系列举措不仅彰显了深高新投作为深圳市产业金融 赋能实践者的角色定位，更凸显了深耕产业垂直领域、精准服务实体经济的坚定决心。 继2024年发行首单AI专项ABS后，深高新投再次聚焦该赛道，为8家深圳人工智能企业成功融资1.35亿 元。人工智能产业具有"高技术、轻资产"的显著特点，多数企业虽手握专利技术，但因缺乏传统抵押物 而陷入融资困境。深高新投敏锐洞察这一痛点，凭借知识产权证券化创新手段，将技术价值转化为市场 认可的资产，构建起"技术—资金—市场"的全链条闭环赋能体系，不仅为人工智能企业注入了发展急需 的资金，更为其长远发展奠定了坚实基础，助力深圳在全球人工智能产业竞争中抢占先机。 依托南山区产业集聚效应，智能制造专项产品为16家企业提供了1.41亿元的资金支持。智能制造是未来 工业发展的必然趋势，工业互联网、智能工厂等应用场景的落地实施，离不开充足资金的有力保障。深 高新投 ...

| | □特定对象调研□分析师会议 | | --- | --- | | 投资者关系 | □媒体采访□业绩说明会 | | | □新闻发布会□路演活动 | | 活动类别 | □现场参观☑电话会议 | | | □其他 | | | 1. 汤中建 火眼主理人、成都正福研究院 | | | 2. 陈育 成都龙凤飞私募 | | | 3. 吕华 富恩德基金 | | | 4. 胡竣凯 约牛证券投资顾问 | | | 5. 向惠 中金万象投资总经理 | | | 6. 魏锋 璟诚基金 | | | 7. 谢刚 成都希尔私募 | | | 8. 李佩柯 韬观投资 | | | 9. 郑淼 中睿合银 | | 参与单位名称 | 10. 孙春龙 誉合天成投资 | | 及人员姓名 | 11. 方敏 | | | 12. 王继川 火眼投资经理 | | | 13. 吴昊 元绪律师事务所 | | | 14. 蒋红练 火眼投资经理 | | | 15. 文晓东 | | | 16. 王健桢 | | | 17. 雪梅 | | | 18. 余峰 成都希尔私募基金 | | | 19. 孟亚琼 | | | 20. 焕茹 | | 时间 | 2025 年 5 月 30 日 | ...

Core Insights - The global market for silica sol castings is experiencing an annual growth rate of 8%, driven by demand in high-end sectors such as aerospace and electric vehicles [1][3][5] - China holds a 25% share of the global market and aims for over 70% localization of key aerospace engine components by 2025, significantly boosting the demand for silica sol castings [3][6] Market Overview - The aerospace and new energy vehicle sectors contribute over 40% of the market growth, with silica sol castings becoming essential for high-end equipment localization [3][4] - The market is characterized by a technological monopoly among leading companies, with significant advancements in silica sol casting processes improving yield rates by 30% and reducing delivery times by 40% [4][6] Key Drivers - Technological advancements are leading to a shift from traditional water-based silica sol to fast-drying and modified silica sol, enhancing production efficiency [4][6] - Policy incentives, such as China's "Made in China 2025" initiative and EU carbon border adjustment measures, are pushing for the adoption of low-energy, high-precision silica sol castings [4][6] Regional Analysis - Asia-Pacific is emerging as a manufacturing hub, with the eastern coastal regions accounting for 60% of China's production capacity, while central regions are growing at a CAGR of 8.5% [6] - In Europe and the US, companies are accelerating technological upgrades in response to environmental regulations, with silica sol castings seeing increased demand in oil and gas extraction [6] Future Opportunities and Challenges - The silica sol casting market is at a crossroads of technological revolution and industrial transformation, with a projected annual growth rate of 6.1% [5] - Emerging sectors such as hydrogen energy storage and nuclear fusion are expected to drive demand for high-temperature and radiation-resistant castings, with a market size projected to reach $500 million by 2030 [6]

Core Viewpoint - The company announced a delay in the completion date of its fundraising project, specifically the "Key Equipment Production Line for Panel Boxes" project, which is now set to be completed by December 31, 2026, instead of the previously planned date of June 30, 2025 [1][4]. Fundraising Overview - The company raised a total of RMB 828,462,797.65 through the issuance of 240,134,144 shares at a price of RMB 3.45 per share, after deducting issuance costs of RMB 12,484,371.91 [1][2]. - The actual net amount raised was lower than the amount initially reported to the China Securities Regulatory Commission (CSRC) in September 2023, prompting a proportional adjustment in the investment amounts for the fundraising projects [2][3]. Project Details - The total investment amount for the projects is RMB 108,801.61 million, with the adjusted amount for the "Key Equipment Production Line for Panel Boxes" project being RMB 81,597.84 million [3][4]. - As of March 31, 2025, the company had signed contracts worth RMB 15,494.48 million for the project and had utilized RMB 8,632.51 million of the raised funds [4][5]. Delay Reasons and Project Importance - The delay is attributed to the use of advanced production technologies, the need for custom equipment, and the import of certain machinery, which necessitated a cautious approach to ensure efficient use of funds and risk mitigation [4][5]. - The project is crucial for the company as it aligns with national policies promoting the development of high-end equipment manufacturing and aims to address key technological challenges in the industry [5][6]. Impact of Delay - The delay is a prudent decision based on actual project conditions and will not affect the investment direction or the implementation of the project, ensuring no harm to the interests of the company and its shareholders [6][7]. - The company will continue to monitor market changes and optimize resource allocation to ensure the effective use of raised funds [6]. Approval Process - The board of directors approved the delay without the need for a shareholders' meeting, confirming compliance with relevant laws and regulations [6][7].

四川在线记者 蒋君芳 县域经济占全省经济总量70%的浙江，盛产"千亿县"。在"高手如林"的浙江县域经济阵容中，慈溪市以2928.64亿元的GDP总量，坐稳"浙江第一强县"的位 置。 这座地处东海之滨、杭州湾南岸的县级市，培育出了公牛、方太等知名家电企业，生产了全球约60%的小家电，和青岛、顺德并成为全国三大家电产业基地 之一。 除了小家电，慈溪还有什么？近日，四川在线记者来到这里，探寻它的"强县"秘笈。 构筑新"护城河"的传统小家电 了解慈溪产业结构必先了解小家电。慈溪被称为"小家电之都"，拥有2000余家家电整机企业，年产值超千亿元。 也不只是月立。在慈溪智能家电馆，记者见到了各类"慈溪造"家电，包括双腔空气炸锅、高转速恒温吹风机、增加了交互功能的循环扇…… "这个家电馆其实就是为我们的千亿家电产业'带货'。"林妮妮说，家电馆将聚焦企业没有精力做的小C市场渠道，比如政府团购、企业事业单位福利团购、 社群团购、展会和知名商场地推活动等，全力以赴提升慈溪家电区域品牌。 "双轮驱动"的产业跃迁模式 慈溪的产业发展并非"一条路走到底"的模式，而是传统与新兴产"双轮驱动"的产业跃迁模式。有这样一组数据：2024年慈溪 ...

Group 1 - The core index, the China Securities National New Central Enterprises Modern Industry Leading Index, rose by 1.33% to 1166.46 points with a trading volume of 20.746 billion yuan [1] - Over the past month, the index has increased by 0.43%, but it has decreased by 4.56% over the past three months and by 5.29% year-to-date [1] - The index is customized by Guoxin Investment Co., Ltd., selecting 50 representative listed companies in fields such as new mobile technology, new energy, new materials, and high-end equipment from state-owned enterprises [1] Group 2 - The top ten weighted stocks in the index include China Telecom (9.94%), Hikvision (9.38%), China Mobile (9.3%), CRRC (7.34%), China Unicom (6.6%), China Shipbuilding (5.97%), Three Gorges Energy (5.35%), China Heavy Industry (3.59%), Baosteel (3.43%), and SMIC (2.99%) [1] - The index's holdings are primarily listed on the Shanghai Stock Exchange (68.55%) and the Shenzhen Stock Exchange (31.45%) [1] Group 3 - The industry composition of the index shows that information technology accounts for 30.35%, communication services for 29.67%, industrials for 24.19%, materials for 7.73%, utilities for 5.54%, healthcare for 2.03%, and consumer staples for 0.49% [2] - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2] - Weight factors are adjusted in line with sample changes, and temporary adjustments may occur under special circumstances [2]