克尔瑞物管发布的数据显示，2025年6月，中国物业服务TOP50企业新增合约面积约8447万平方米；TOP10企业新增合约面积5769万平方米，占比68.3%， 6月中海物业新增合约面积最高为1210万平方米。6月头部物企拓展规模竞争热度上升，TOP10门槛较上月提高51.3%，为271万平方米。 01.第三方拓展分析 | 8 | | 252 | 30 | | --- | --- | --- | --- | | 9 | 碧桂园服务 | 229 | 24 | | 10 | 招商积余 | 224 | 28 | | 11 | 雅生活集团 | 209 | 26 | | 12 | 建发物业 | | 21 | | 13 | 明德物业 | 175 | 13 | | 14 | | 153 | 24 | | 15 | 万达商管 | 148 | 18 | | 16 | 爱玛客 | 110 | 7 | | 17 | 新大正 | 104 | | | 18 | 东吴服务 | | 7 | | 19 | 恒大物业 | 93 | 13 | | 20 | 德科技 | 91 | 11 | | 21 | 电城市服务 | 76 | 11 | | 2 ...

东兴证券指出，2025年一季度产业链终端需求仍维持较高增长态势，电池等环节在盈利向上同时收入端 亦显现回暖，锂电板块整体景气度有所回升，同时固态电池等产业链新技术自2024年下半年出现多次催 化推动行情逐步产生升力，2025—2026年伴随着新技术商业化进程的持续推动，板块有望迎来利润端的 修复与估值的提升，当前时点板块业绩稳健且兼具弹性，具备一定的配置价值。2025年下半年板块格局 趋稳有望迎来基本面重回上升的机遇，同时固态电池等新技术商业化进程的提速以及低空、机器人等新 应用领域增量需求有望形成持续催化。 国盛证券指出，当前产业对需求端中长期增长维持乐观态度，消耗前期现金储备以待行业好转；同时低 成本盐湖及中资一体化企业入场后，供给端抗价格波动能力增强，"囚徒困境"下行业拐点或有后移。但 若锂价维持低位中枢，可期待供给侧加速出清，权益端或有提前反应。资源低成本保供+非锂业务多元 化经营是当前行业稀缺竞争优势，具备前述特征的企业可凭借优质资源+冶炼一体化生产构筑成本缓冲 垫，非锂业务平滑业绩并支撑企业估值，企业有望平稳度过行业低谷，待格局向好后赚取行业出清收 益。推荐标的：中矿资源（002738）。相关标的 ...

金十数据7月9日讯，今日，A股三大指数开盘涨跌互现，早盘冲高后午盘回落，沪指日内站上3500关口 又失守。截至收盘，上证指数收跌0.13%，深证成指收跌0.06%，创业板指收涨0.16%。多元金融概念涨 幅居前，越秀资本、南华期货双双涨停；Kimi概念盘中走高，锋尚文化20cm涨停；工程建设相关概念 连日走高，四方新材领涨；除此以外，银行、短剧互动游戏、冰雪经济、谷子经济、游戏、白酒等概念 日内收涨。保险、稀土永磁、船舶制造、有机硅等概念日内走低。资金面上，沪深两市成交额达1.5万 亿，较昨日放量约500亿，主力资金净流出约450亿。 A股收评：创业板指收涨0.16%，多元金融板块领涨 ...

Group 1 - The public FOF (Fund of Funds) market is experiencing a significant increase in new issuance, with 31 new FOF products launched this year, surpassing the total issuance scale of 115.98 billion from 38 products in 2024 [2][3] - As of the end of Q2, the total net asset value of FOF funds reached 168.76 billion, marking a year-to-date increase of 26.74% and hitting a high point since September 2023 [2][3] - The growth in FOF scale is driven by both new issuances and performance improvements of existing FOFs, supported by a stabilizing A-share market and expanding personal pension fund listings [2][4] Group 2 - The majority of new FOF products are mixed-type, with 23 out of 31 being mixed FOFs, and several "popular" FOFs have raised over 60 billion in initial offerings, setting new records for single product fundraising in the past three years [3][4] - The average return for FOFs in the first half of the year was 3.11%, with some aggressive FOFs achieving returns over 14% by investing in thematic ETFs and overseas assets [4][5] Group 3 - Despite the growth in new FOF products, many existing FOFs are facing pressure due to small asset sizes, with 57 funds having net asset values below 50 million, and 170 funds below 200 million, leading to 13 funds being liquidated this year [5][6] - The small size of many FOF products is attributed to poor historical performance, inadequate risk management, and high levels of product homogeneity, which have resulted in low investor acceptance [6][7] Group 4 - Industry experts suggest that FOF products need to clarify their positioning, objectives, and investment strategies, while also enhancing investor engagement to improve the overall investment experience [7][8] - The FOF market is expected to continue evolving towards diversified asset allocation, with a focus on incorporating various investment tools such as ETFs and optimizing product structures to reduce competition among similar products [8]

沪深两市成交额突破一万亿，较上个交易日同期放量约700亿；上证指数现涨0.35%，多元金融、短剧 互动游戏、Kimi、工程建设等板块涨幅居前，贵金属、保险、稀土永磁等概念走弱；全市约2200股上 涨，2900股下跌，主力资金净流出超220亿元。 ...

A股午评：沪指站上3500 多元金融概念盘中走高 金十数据7月9日讯，今日早盘，A股三大指数开盘涨跌互现，盘中走高，盘尾稍有回落。截至中午收 盘，上证指数收涨0.29%，报3507.69点，深证成指收涨0.36%，创业板指收涨0.8%。多元金融概念涨幅 居前，越秀资本、南华期货等多股涨停；短剧互动游戏概念盘中拉升，中文在线涨超13%；工程建造相 关概念走高，四方新材领涨；除此以外，大医药板块回升，托育服务、银行、电源设备、可控核聚变等 概念早盘收涨。稀土永磁概念今日回调、贵金属、存储芯片、保险、船舶制造等概念早盘走弱。资金面 上，沪深两市半日成交额达9553万亿，较昨日放量约823亿，主力资金净流出约226亿。 ...

回顾立讯精密过往发展，公司在消费电子领域借助内生与外延并购实现多品类、多客户、多终端的全面 发展，目前其已为苹果提供iPhone、AppleWatch、AirPods、AppleVisionPro等产品的开发和制造服务。 消费电子业务作为立讯精密基本盘，为公司业绩提供了极大的支撑。2024年全年，立讯精密实现营业收 入2687.95亿元，同比增长15.91%，实现净利润133.66亿元，同比增长22.03%。今年一季度，立讯精密 延续业绩增长，实现营收617.88亿元，同比增长17.9%，实现净利润30.44亿元，同比增长23.17%。 7月2日晚间，立讯精密(SZ.002475)发布提示性公告称，为深化公司全球化战略布局，增强境外融资能 力，进一步提升公司治理透明度和规范化水平，公司目前正在筹划H股发行上市。 受此消息利好，7月3日立讯精密收盘股价涨幅超5%。据悉，近年来立讯精密加速推进全球化布局，在 消费电子、汽车、通信及数据中心等关键领域持续拓展业务版图。而本次赴港上市，无疑将为公司海外 业务的进一步发展注入强大动力，助力其在全球市场中进一步提升竞争力，实现更高质量的国际化发 展。 精密制造业龙头不止步 ...

A股多元金融概念持续活跃，越秀资本涨超7%，南华期货、永安期货、五矿资本、瑞达期货等个股跟 涨。 ...

Industry Overview - The electronic universal testing machine is a key device for testing the mechanical properties of materials, widely used in various fields such as metals, non-metals, and composites [2][4] - The market for electronic universal testing machines is rapidly developing due to the transformation and upgrading of the manufacturing industry and the rise of emerging industries [11] Industry Development History - The development of China's electronic universal testing machine industry has gone through four stages, starting from reliance on imports before 1978 to the current phase of innovation and smart transformation [4][5][6] - The introduction of microcomputer control technology and the development of high-performance testing machines have significantly advanced the industry [5][6] Current Industry Status - In the first five months of 2025, China imported 12 electronic universal testing machines, a year-on-year decrease of 14.29%, while the import value reached 30.6647 million yuan, a year-on-year increase of 288.65% [11] - Exports of electronic universal testing machines amounted to 7,317 units, a year-on-year decrease of 63.58%, but the export value increased by 40.29% to 60.7024 million yuan, indicating a shift from quantity to quality in exports [11] Industry Supply Chain - The upstream of the electronic universal testing machine industry includes raw materials, components, and software, while the midstream involves the production of testing machines, and the downstream applications span various industries such as aerospace, rail transportation, and automotive [8][9] Key Enterprises - The competitive landscape of the electronic universal testing machine industry features both leading companies and numerous small to medium enterprises, with major players like WanCe, Zhongji Testing, and Sansi Technology leading the market [17][20] - These companies are focusing on high-end electronic universal testing machines and expanding into international markets, enhancing China's global influence in this sector [17] Industry Development Trends - The industry is experiencing technological upgrades and a shift towards smart development, with the integration of AI algorithms and remote monitoring capabilities [22] - Market demand is diversifying, with traditional sectors like aerospace and automotive growing alongside emerging fields such as new energy vehicles and biomedicine [23] - International competition is intensifying, prompting Chinese companies to enhance R&D investment and seek collaboration with global counterparts [24]

记者 钟菡 "在中国的城市里，固原是一个特别有样板性的地方。它几乎有各个文明最经典的表达，像历史文 化的切片，让我们生动、直接地看到中华文明多元一体的历史面貌。"昨天，"华彩六盘：宁夏固原文物 精品展"正式在上博东馆揭开面纱。展览策展人，上海博物馆青铜研究部副主任、研究馆员王樾这样介 绍。 展览甄选了323件来自宁夏固原地区西周至隋唐时期的文物精品，汇集重要考古新发现和精美馆藏 文物，"几乎搬空常设展厅"，不乏难得一见的"镇馆之宝"，以丰富的文物类型实证了中华文明具有的强 大吸引力和突出的包容性。固原市也借此次展览开幕举行农文旅宣传推介活动，并在上博东馆广场同步 举办"六盘山下固原礼·物"大集，向观众展示当代固原之美。 此次展览通过"铸礼大原""胡汉共舞""原州风华"三个部分展示古代固原地区多元文化交融的壮阔图 景，其中一级文物61件、彭阳姚河塬西周遗址最新考古出土未定级文物25件。 此次展览是固原文物首次以大规模、成体系的方式亮相上海，宁夏固原文旅企业围绕明星展品、固 原传统非遗技艺以及"红色、绿色、古色、特色"四色固原等主题，推出近200款文创产品，涵盖冰箱 贴、毛绒玩具、布包、书签、挂件配饰、首饰、装饰 ...