3、国家发改委召开科技型民营企业座谈会，就编制"十五五"规划听取民营企业意见建议，支持民营企 业在推动科技创新、建设现代化产业体系等方面发挥更加积极作用。 智通财经6月10日晚间新闻精选 1、当地时间6月10日，中美经贸磋商机制首次会议进入第二天。会议从上午开始，在午餐后继续进行。 2、中办、国办印发《关于深入推进深圳综合改革试点 深化改革创新扩大开放的意见》，支持深圳深化 无人驾驶航空器飞行管理制度改革创新；建立健全职务科技成果赋权、转化和考核等机制。 5、东风汽车集团有限公司宣布，将支付账期统一至60天内。广汽集团承诺将供应商账期严格控制在60 天以内。中国一汽：将"60天付款"作为所属单位付款期限要求。 6、万科A：首次出售A股库存股2200万股 成交金额1.46亿元。众生药业：在研产品RAY1225注射液临床 试验进度存在不确定性。金时科技：公司暂未开展与稳定币概念相关的业务。三连板金鹰股份：未涉及 固态电池业务。7连板共创草坪：股价非理性波动特征极为显著。5连板易明医药：股份转让协议事项能 否最终实施完成及实施结果尚存在不确定性。 4、市场监管总局就《直播电商监督管理办法（征求意见稿）》公开征求意见 ...

Group 1 - The State Council issued opinions to promote comprehensive reform in Shenzhen, focusing on integrating education, technology, and talent systems to enhance high-quality economic development [3] - The National Development and Reform Commission (NDRC) held a meeting to gather opinions from private technology enterprises for the "14th Five-Year Plan," emphasizing support for innovation and modern industrial systems [5] - The China Iron and Steel Association called for a collective effort to resist "involution" competition in the steel and automotive industries, advocating for a shift from quantity-based to price-based competition [6] Group 2 - The National Energy Administration announced the initiation of hydrogen energy pilot projects to explore diverse development paths and support the entire hydrogen energy supply chain [6] - Six cities in Guangdong signed a cooperation agreement to promote the collaborative development of housing provident funds, enhancing support for housing consumption needs [7][8] - Tencent Music announced a merger agreement with Ximalaya Inc., which will make Ximalaya a wholly-owned subsidiary post-transaction [10]

A股复盘 | 滴！A股满减消费券 / 2025.06.10 今天最热闹得就是莫名其妙的跳水，在没有明显的利空的情况下，A股午后直线 跳水，随后美国三大股指期货也转跌了！ 又到了熟悉的找原因环节！ 一个说量化涉及洗钱，要加强监管 ，不过有一个值得关注的，三大交易所加强程 序化交易监管新规将于7月7日正式实施。 大部分都猜是双方谈崩了， 但我一直觉得不太可能，一是第一轮谈完，特朗普反 馈说"不错"，上午A股根本没有动静，怎么下午就直线跳水了？ 第一轮谈判主要聚焦稀土和出口管制， 大概率是拿芯片出口限制换稀土资源！ 据外媒报道， 美国总统特朗普授权财长贝森特的团队就取消近期对华多种技术及 其他产品销售的限制进行谈判。美国国家经济委员会主任哈西特(Kevin Hassett) 周一早些时候表示，美国团队希望与中国在稀土问题上握手言和，美国方面期望 中方会立即放宽出口管制，并大量释放稀土资源。 第二轮今天下午5点才开始，跳水的时候伦敦是凌晨呢，没谈怎么就崩了？不过 稀土、农业这些防御性板块又动了，真是丈二和尚，摸不着头脑！ 群友分享了一个图片，我看了下视频，特朗普说他的目标是开放中国市场，"我 们想开放中国，也许我们什 ...

Core Viewpoint - The company reported a decline in net profit for Q1 2025, indicating potential challenges in its operational performance and market conditions [1][3]. Group 1: Financial Performance - The net profit attributable to shareholders for Q1 2025 was 104 million yuan, a year-on-year decrease of 15.41% [1][3]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was 98 million yuan, reflecting a year-on-year decline of 14.65% [1][3]. Group 2: Business Operations - The company specializes in the research, production, and sales of cold-rolled stainless steel strips, primarily serving industries such as home appliances, construction decoration, and kitchenware [1][3]. - The company confirmed that its production and operational activities are normal, with no significant changes in market environment or industry policies [2]. Group 3: Stock Trading Activity - The company's stock experienced abnormal trading fluctuations, with a cumulative price deviation exceeding 20% over three consecutive trading days [1]. - The board of directors confirmed that there are no undisclosed significant matters affecting stock trading, including mergers, restructuring, or asset transactions [2].

Group 1 - Yiming Pharmaceutical announced that its stock price had deviated by over 20% in two consecutive trading days, indicating abnormal trading fluctuations. The company is undergoing a potential change in control, but the completion of the share transfer agreement remains uncertain [3] - Yongjin Co. clarified that its main business involves the research, production, and sales of cold-rolled stainless steel strips, and it does not engage in solid-state battery products [4] - Gongchuang Turf reported that domestic sports turf contributes a low proportion to its main business revenue, and the impact of domestic football events on its performance is minimal [5] Group 2 - Jinying Co. stated that its revenue from lithium battery materials was 21.72 million yuan in 2024, accounting for only 1.70% of its main business revenue, and it does not involve solid-state battery business [6] - Beizhi Technology has reached a strategic cooperation intention with Xingdong Jiyuan to collaborate on humanoid robots in smart logistics applications, aiming for mutual benefits and sustainable development [7] - Hengdian Film announced plans to jointly invest with its wholly-owned subsidiary to establish a new cinema development company with a registered capital of 50 million yuan, where Hengdian Film will contribute 45 million yuan [8] Group 3 - Tiankang Biological reported a sales revenue of 345 million yuan from pig sales in May, a year-on-year decrease of 19.95%, with a total of 1.2851 million pigs sold in the first five months of 2025, reflecting a year-on-year growth of 12.49% [11] - Qu Mei Home's director reduced 58,000 shares during the stock's abnormal trading period, while no other executives engaged in stock trading during this time [13] - Tengda Construction won a bid for the Fanglin Automotive Cloud Warehouse project with a contract value of 349 million yuan, representing approximately 9.38% of its projected revenue for 2024 [15]

Core Viewpoint - Jin Ying Co., Ltd. (600232.SH) clarifies that it is not involved in solid-state battery business and provides a risk warning regarding its stock trading [1] Group 1: Company Overview - The main business of Jin Ying Co., Ltd. includes textiles, textile machinery, plastic machinery, and lithium battery materials [1] - The revenue from lithium battery materials for 2024 is projected to be 21.72 million yuan, which accounts for 1.70% of the company's main business revenue, indicating a relatively small proportion [1] Group 2: Business Focus - The company explicitly states that it does not engage in solid-state battery business, which may clarify any misconceptions in the market [1]

Core Viewpoint - Yongjin Co., Ltd. (603995) announced that its main business involves the research, production, and sales of cold-rolled stainless steel strips, with no involvement in "solid-state battery" related products [1] Group 1: Company Operations - The company conducted a self-inspection and confirmed that its production and operational activities are normal [1] - There have been no significant changes in the market environment or industry policies affecting the company [1] - The internal production and operational order of the company remains normal [1] Group 2: Industry Application - The company's products are primarily used in downstream applications such as home appliances, building decoration, and kitchen appliances [1]

Company Overview - Zhejiang Yongtai Technology Co., Ltd. was established in 1999 and listed in 2009, headquartered in Taizhou, Zhejiang Province. It is a global leader in fluorine fine chemicals, covering both inorganic and organic fluorochemical industries [2][3]. - The company has multiple production bases in Zhejiang, Inner Mongolia, Fujian, and Guangdong, with sufficient existing, under-construction, and planned capacities to support future growth [2]. Financial Performance - In 2024, the company achieved a revenue of CNY 458,939.78 million, representing an 11.18% year-on-year growth. The net profit, after deducting non-recurring items, showed a loss reduction of 36.26% [3]. - The lithium battery materials segment saw a significant improvement, with a gross margin increase of 23.07 percentage points. The plant protection segment's revenue grew by 91.79%, enhancing market competitiveness [3]. - In Q1 2025, the company reported a revenue of CNY 105,995.92 million and a net profit of CNY 1,057.75 million [3]. Lithium Battery Technology Development - The company is focusing on the strategic development of long-duration lithium battery technology, emphasizing collaboration in research and development to enhance technical maturity [4]. - The timeline for industrialization of this technology is uncertain and will depend on various factors, including technical validation and market conditions [5]. Lithium Battery Materials Segment - The profitability of the lithium battery materials segment is influenced by raw material price fluctuations and supply-demand dynamics. The company has implemented cost-reduction and efficiency-enhancing measures [7]. - The production capacity for liquid dual fluorine (LiFSI) is currently 67,000 tons per year, with a steady increase in utilization and a reduction in production costs [9]. Market Outlook and Strategies - The company anticipates that the price trends for lithium battery materials will be affected by market supply-demand, raw material costs, and industry policies, making future predictions challenging [8]. - The company is actively expanding its market share in the lithium battery materials sector and enhancing its competitive edge [7]. Pharmaceutical and Plant Protection Segments - In the pharmaceutical sector, the company aims to develop high-value-added formulation products and has established a dedicated marketing team covering 26 provinces and regions [11]. - The plant protection business includes a comprehensive product layout covering pesticide intermediates, active ingredients, and formulations, with a focus on international trade [11].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ A股三大股指6月10日开盘涨跌互现。早盘指数分化，沪指在银行股走强下表现较强。午后两市快速下 挫，沪指更是一度跌1%。 从盘面上看，TMT行业全线调整，半导体、算力、AI应用、金融科技、消费电子概念股跌幅靠前。离 境退税、稀土永磁、种业题材午后逆势上涨；新消费、创新药概念股活跃。 至收盘，上证综指跌0.44%，报3384.82点；科创50指数跌1.47%，报982.9点；深证成指跌0.86%，报 10162.18点；创业板指跌1.17%，报2037.27点。 Wind统计显示，两市及北交所共1260只股票上涨，4034只股票下跌，平盘有118只股票。 沪深两市成交总额14153亿元，较前一交易日的12864亿元增加1289亿元。其中，沪市成交5574亿元，比 上一交易日5119亿元增加455亿元，深市成交8579亿元。 两市及北交所共有79只股票涨幅在9%以上，10只股票跌幅在9%以上。 计算机板块领跌两市，退市龙宇（维权）（603003）跌超30%，新致软件（688590）、中科信息 （300678）、慧博云通（301316）、石基信 ...

Core Viewpoint - The article discusses the current state of the stock market, highlighting mixed performance across various indices and sectors, with a focus on the strength of certain stocks and sectors while others are experiencing declines [1][4]. Market Performance - As of June 10, the Shanghai Composite Index rose by 0.11% to 3403.52, while the Shenzhen Component Index fell by 0.23% to 10226.55, and the ChiNext Index decreased by 0.36% to 2053.94 [2][1]. - Overall, the market saw more declines than gains, with nearly 3400 stocks experiencing a drop [2]. Sector Performance - The pharmaceutical sector, particularly CRO (Contract Research Organization) stocks, showed strong performance, along with new consumption, solid-state batteries, and cross-border e-commerce concepts [4]. - Conversely, sectors such as computing, aerospace, AI applications, semiconductors, and new energy vehicles faced declines [4]. Capital Flow - Major inflows were observed in banking, pharmaceutical biology, electric equipment, public utilities, basic chemicals, non-ferrous metals, and light industry manufacturing sectors [5]. - Specific stocks like Industrial and Commercial Bank of China, Leshan Electric Power, and Bank of China saw net inflows of 742 million, 658 million, and 484 million respectively [6]. - On the other hand, stocks such as Huibo Yuntong, Inspur Information, and Tuo Wei Information faced significant net outflows of 323 million, 318 million, and 309 million respectively [7]. Asia-Pacific Market Overview - Major Asia-Pacific indices showed positive performance, with the Nikkei 225 rising by 1.01% to 38473.97, and the Korean Composite Index increasing by 0.75% to 2877.23 [9][10]. - The Australian S&P 200 Index also saw a rise of 0.79% to 8582.7 [10]. Market Sentiment and Strategy - Market volume remains insufficient, with a current level around 1.2 trillion, leading to a cautious outlook without significant policy breakthroughs [11]. - The strategy of focusing on individual stocks rather than indices is suggested, especially in sectors like smart manufacturing, military industry, and pharmaceuticals, which have shown recent performance but may not fully reflect long-term expectations [12].