作者 | 贝隆行业研究 数据支持 | 勾股大数 据（www.gogudata.com） 今日，保险板块 迎来 大涨， 中国 平安港 股和 A 股表现强势 。 其中平安 A 股收涨 1.64% ， H 股大涨 3.87% 。 目前不论是板块层面，还是平安等险企个股表现，均已经收复 4 月 7 日"失地" 。 实际上，自 4 月 7 日 川普关税大棒引发市场重挫 以来， 伴随 中央汇金及时出手 、 政策层面释放多重利好，整 个港、 A 股市场已走出持续近一个月的探底回升行情。 而今日， 市场传出中美关税调整重磅利好，再次刺激市场行情上攻。 而在此之前的 5 月 7 日， 央行 货币政策 " 十箭 " 齐发 极大地提振了市场情绪，保险板块作为资本市场的重要 一环，早已有所反应。 当下时点，市场各方 也 都在密切关注着保险板块的后续表现，试图从中探寻更多的投资机 会与市场走向。 笔者 留意到 近日天风证券出具研报 给予龙头险企平安 "买入"评级， 其认为，在 负债端方面，预计 平安 寿险业 务有望通过深化寿险改革，不断向价值、高质量转型，进而创造更高的业务价值；同时产险业务品质不断改善，综 合成本率持续优化，整体盈利 ...

证券代码： 001300 证券简称：三柏硕 3、总经理你好，请问公司对中美关税问题怎么判断？有什 么应对措施？ 同时，公司积极关注 AI 、机器人等新技术与运动健康科技相结 合，提升产品的智能化水平和用户体验。感谢您的关注。 2、请问越南工厂建设进度怎么样了？ 尊敬的投资者，您好。为深化全球化供应链布局，公司在越 南设立三柏硕健康科技（越南）有限公司，投资建设越南工厂， 目前越南工厂的建设正稳步推进，即将成为公司海外布局的重要 支点，增强跨区域协同效率，支撑国内国际供应链"双循环"韧 性和敏捷性，为公司"全球化+数字化"战略落地提供保障。感 谢您的关注。 尊敬的投资者，您好。我们今天关注到，中美发布了《中美 日内瓦经贸会谈联合声明》：美国将（一）修改 2025 年 4 月 2 日第 14257 号行政令中规定的对中国商品（包括香港特别行政区 和澳门特别行政区商品）加征的从价关税，其中，24%的关税在 初始的 90 天内暂停实施，同时保留按该行政令的规定对这些商 品加征剩余 10%的关税；（二）取消根据 2025 年 4 月 8 日第 14259 号行政令和 2025 年 4 月 9 日第 14266 号行政令 ...

国务院新闻办举行发布会，多部门介绍民营经济促进法有关情况。 习近平主席署名文章引发俄罗斯各界热烈反响。 今日摘要 习近平抵达莫斯科对俄罗斯进行国事访问并出席纪念苏联伟大卫国战争胜利80周年庆典。 习近平出席俄罗斯总统举行的欢迎仪式。 习近平同俄罗斯总统会谈。 习近平向"和平薪火时代新章——纪念中国人民抗日战争和苏联伟大卫国战争胜利80周年中俄人文交流 活动"致贺信。 《平"语"近人——习近平喜欢的典故》（国际版）在俄罗斯主流媒体播出。 丁薛祥会见沙特阿美董事长。 内容速览 习近平抵达莫斯科对俄罗斯进行国事访问并出席纪念苏联伟大卫国战争胜利80周年庆典 当地时间5月7日晚，国家主席习近平乘专机抵达莫斯科，应俄罗斯总统普京邀请，对俄罗斯进行国事访 问并出席纪念苏联伟大卫国战争胜利80周年庆典。 习近平出席俄罗斯总统举行的欢迎仪式 当地时间5月8日上午，国家主席习近平出席俄罗斯总统普京在克里姆林宫举行的欢迎仪式。 习近平同俄罗斯总统会谈 当地时间5月8日上午，俄罗斯总统普京同中国国家主席习近平在莫斯科克里姆林宫举行会谈。两国元首 就中俄关系和重大国际和地区问题深入交换意见，一致同意坚定不移深化战略协作，推动中俄关系 ...

Core Viewpoint - Guangyu Group reported a significant decline in revenue and a record net loss for 2024, primarily due to the deep adjustment in the real estate market, declining project gross margins, and substantial asset impairment provisions [1][2]. Financial Performance - The company achieved an operating revenue of 4.65 billion yuan in 2024, a decrease of 49.62% compared to 9.23 billion yuan in 2023 [2]. - The net profit attributable to shareholders was -1.01 billion yuan, a dramatic drop of 2754.19% from a profit of 38 million yuan in 2023 [2]. - The cash flow from operating activities was 600 million yuan, down 61.15% from 1.55 billion yuan in the previous year [2]. - Basic and diluted earnings per share were both -1.3033 yuan, compared to 0.0491 yuan in 2023, marking a decrease of 2754.38% [2]. - The total assets at the end of 2024 were approximately 10 billion yuan, a decline of 28.89% from 14.06 billion yuan in 2023 [2]. Business Segments - The real estate development segment generated revenue of 2.29 billion yuan, a 63.82% decrease year-on-year, accounting for 49.32% of total revenue [2]. - Sales performance of key projects in Shaoxing, Hangzhou, and Huangshan fell short of expectations, leading to declines in both settlement amounts and gross margins [2]. - The trading segment reported revenue of 2.10 billion yuan, down 20.40%, failing to offset the downturn in the real estate business [2]. Asset Impairment - The company recognized impairment provisions of 939 million yuan for assets showing signs of impairment, directly impacting net profit by 774 million yuan [3]. - Major contributors to the impairment included inventory write-downs, investment property, and fixed asset impairments [3]. Strategic Shift - In response to industry changes, Guangyu Group is accelerating its transition to the silver-haired care industry, with its Anuo New Journey International Care Center achieving a rapid increase in occupancy rates [3]. - The company completed over 600 home modifications for elderly care in Zhejiang Province in 2024 and received qualifications for managing elderly care institutions in Hangzhou [3]. - In early 2025, Guangyu Group plans to invest an additional 500 million yuan into the silver-haired care platform to enhance its integrated medical and care service capabilities [3]. - The chairman emphasized a dual-driven strategy of "real estate + silver-haired care," focusing on current housing sales and precise marketing to accelerate inventory turnover while improving care service competitiveness through a Japanese care system and smart assistive devices [3].

Core Viewpoint - The event aims to promote the integration of health and wellness industries with cultural tourism and medical fields, focusing on the core values of Zhang Sanfeng's martial arts and Daoist health concepts, while enhancing cultural heritage and brand empowerment [3]. Group 1: Event Overview - The event held on May 6 in Fuxin, Liaoning, is the 15th "Zhang Sanfeng Cup" Martial Arts Health Exchange Conference [1]. - The conference is part of a broader initiative to establish Fuxin as a national hub for martial arts health culture and wellness tourism [3]. Group 2: Investment and Development - A total investment of approximately 3.5 billion yuan (around 0.5 billion USD) was secured through the signing of 24 investment projects during the event [5]. - The county aims to create a unique wellness culture destination by integrating traditional and modern elements, focusing on health and leisure tourism [3]. Group 3: Cultural and Health Integration - The initiative includes the establishment of the first "Taiji Wellness Resort" in the country, centered around the globally rare sodium bicarbonate spring [3]. - The event will feature various activities, including expert exchange meetings, martial arts health exchanges, and the launch of the "Blue Book on the Development of Sanfeng Daoist Health Culture" [5].

证券代码： 002627 证券简称：三峡旅游 湖北三峡旅游集团股份有限公司投资者关系活动记录表 编号：2025-02 | | □特定对象调研 □分析师会议 | | | | | --- | --- | --- | --- | --- | | 投资者关系活动 | □媒体采访 √业绩说明会 | | | | | | □新闻发布会 □路演活动 | | | | | 类别 | □现场参观 | | | | | | □其他 （请文字说明其他活动内容） | | | | | 参与单位名称及 | 公司投资者 | | | | | 人员姓名 | | | | | | 时间 | 2025 年 7 15:00-17:00 | 5 | 月 | 日 | | 地点 | 全景网"投资者关系互动平台"（http://rs.p5w.net/） | | | | | | 董事长 王精复 | | | | | 上市公司接待人 | 副董事长、董事会秘书 胡军红 | | | | | 员姓名 | 副总经理、财务总监 陈晶晶 | | | | | | 独立董事 胡伟 投资者提出的问题及公司回复情况 | | | | | | 公司就投资者在本次说明会中提出的问题进行了回复： ...

在公众视野中，刘永好总是神采奕奕，丝毫没有古稀之年的疲态。他的身材保持得非常好，走路带风，甚至比许多年轻人更有活力。在一次采访中，他笑 着说："很多人问我怎么保养的，其实很简单——每天运动，心态年轻。" 刘永好透露，自己每天早晨6点起床，雷打不动地运动1小时，包括快走、拉伸和一些简单的力量训练。即使出差、开会，他也会在酒店房间里完成当天的 运动计划。**"运动不是负担，而是给身体充电。"**他说。 二、每天1小时运动，几十年如一日 刘永好的运动习惯并非一时兴起，而是坚持了几十年。他认为，企业家拼到最后，拼的是体力和精力。因此，无论工作多忙，他都会抽出时间锻炼。 1. 快走+拉伸：基础但高效 74岁的刘永好，作为新希望集团的创始人兼董事长，依然精神矍铄、步履矫健，甚至被网友调侃"看起来像50岁"。他曾在采访中透露，自己每天坚持运动 1小时，几十年如一日。这位商界大佬是如何在繁忙的工作中保持年轻状态的？他的运动习惯和养生哲学，或许能给我们一些启发。 一、74岁仍如中年：刘永好的"冻龄"秘诀 刘永好的健康生活方式并不复杂，普通人也可以参考： 74岁的刘永好，用行动证明：年轻不是年龄，而是一种状态。他的故事告诉我们， ...

Group 1 - The "Health and Elderly Care Traditional Chinese Medicine Project" aims to implement the "Healthy China 2030" plan, creating a public platform for TCM health care suitable for elderly families, with a goal of benefiting 10 million households over the next three years across 50 cities [1][2] - The initiative seeks to integrate traditional TCM wisdom with modern elderly care needs, promoting a shift from "passive treatment" to "active prevention" in family health management, thereby contributing to the establishment of an elderly-friendly society [1][2] - Beijing Tongrentang has been supporting the "Family Medicine Cabinet into Thousands of Homes" initiative since 2012, emphasizing the importance of health preservation and disease prevention [2] Group 2 - The former director of the National Sports Administration expressed willingness to mobilize retired athletes and experts to provide scientific fitness guidance for the elderly, creating a safe and healthy platform for "exercise + TCM health care" [2] - The project involves collaboration with various organizations, including the China Marriage and Family Research Association, to further promote health preservation and disease prevention concepts [2] - At the event, representatives received certificates and health care packages, indicating the project's commitment to community engagement and education [2]

Core Viewpoint - The development of traditional Chinese medicine (TCM) in Donglan County is being positioned as a key driver for rural revitalization, leveraging ecological planting and deep processing to create a comprehensive industry chain [7][9]. Group 1: Agricultural Practices and Economic Impact - The introduction of tissue culture and semi-wild planting methods has increased the yield of the herb "Yao Huang Lian" from 30 kg to 200 kg per mu, with over 5,000 mu of planting area established in the county [3][7]. - The "medicine-grain intercropping" model allows farmers to plant rice after harvesting Yao Huang Lian, leading to multiple harvests from the same land [3][7]. - The economic benefits of these practices are significant, with Yao Huang Lian yielding 500 kg per mu and generating a value of 25,000 yuan, while other herbs like "Shan Wu Gui" can yield 5,000 kg per mu with a value of 50,000 yuan [3][7]. Group 2: Industry Development and Government Support - Donglan County has established a comprehensive TCM industry chain with a total planting area of 171,800 mu and an annual output of over 6,500 tons of medicinal materials [7][8]. - The county government has created the Donglan County TCM Development Center to coordinate and promote industry growth, with an annual budget of over 50 million yuan for infrastructure improvements [8]. - The leading pharmaceutical company, Guangxi Hefeng Pharmaceutical, has adopted a "company + base + cooperative + farmer" model, achieving a production value of 400 million yuan in 2024 [8][9]. Group 3: Cultural and Tourism Integration - The integration of TCM with tourism has led to the development of unique experiences such as medicinal cuisine and health teas, generating over 10 million yuan in revenue [9][10]. - Donglan County plans to enhance its TCM brand by establishing demonstration bases and promoting geographical indication trademarks, aiming to attract more tourists and increase economic output [10]. - In the first quarter of 2025, the county received 867,100 tourists, with TCM health tourism accounting for over 45% of total consumption [10].

本刊记者 肖翊 飞行汽车满天飞，机器人组团"上岗"，观展观秀可实现 "即秀即购即提"…… 被消费者围观的"陆地航母"分体式飞行汽车，持有C1驾驶证就能驾驶。汽车满油满电时，能在陆地行 驶1000公里或者为飞行体进行至少6次充电补能。 全球首款6吨级倾转旋翼飞行器镧影R6000模型机及获全国首张无人直升机型号合格证的TD550 迅蚁科技的中小型无人机可以提供多种物流方案 如今，人们真切感受新科技、新场景带来的多元消费体验。"低空经济+消费""时尚文旅+消费""健康养 生+消费"……在近日举办的第五届中国国际消费品博览会上，融合消费新场景"看得见、摸得着"，为消 费者搭建起美好生活的愿景。 当14亿多人口不断升级的消费需求与来自全球的技术、服务和商品实现对接，激发出的不仅仅是新机 遇，更是对未来的信心。 外国消费者体验全球首款集齐型号合格证、生产许可证、标准适航证、运营合格证"四证"的无人驾驶载 人航空器EH216- S。 深睡小屋让你远离睡不着、睡不好、睡不够。 大脑想做什么动作，智能仿生手就能执行什么动作。 四足机器狗不仅会撒娇卖萌，还是老年关怀和居家安全的家庭好帮手。 穿戴上这款外骨骼机器人，人们可以毫不费 ...