今日（7月2日），代糖概念股保龄宝(002286)低开高走，约9时55分封住涨停板，最新日线收出八连 阳，最新收盘价逼近年内高点，A股市值逼近50亿元。 公开资料显示，保龄宝主要从事益生元、膳食纤维、减糖甜味剂等功能性配料的研发、生产、销售。公 司在低聚异麦芽糖、低聚果糖、低聚半乳糖等产品均表现突出，其中低聚异麦芽糖产品全球市占率第 一。今年一季度，公司实现净利润0.5亿元，同比增长117.35%。 （原标题：重大利好，小众题材沸腾！这些公司透露产能情况） 代糖产业迎来新利好！ 截至收盘，代糖概念指数涨逾2%，创近三年来新高。代糖概念股百龙创园录得涨停板，其余涨幅靠前 的还有三元生物、华康股份、金河生物、金禾实业、梅花生物等。 阿洛酮糖获得我国新食品原料批准 消息面上，国家卫健委发布关于D-阿洛酮糖等20种"三新食品"的公告：根据《中华人民共和国食品安全 法》规定，审评机构组织专家对D-阿洛酮糖等5种物质申请作为新食品原料，氨基肽酶等9种物质申请 作为食品添加剂新品种，月桂酸铵等6种物质申请作为食品相关产品新品种的安全性评估材料进行审查 并通过。 代糖概念股中，已有部分公司布局阿洛酮糖产能。百龙创园在互动平台 ...

Group 1: Market Performance - On July 2, 2023, 14 stocks had a closing limit order amount exceeding 100 million yuan, with the highest being Xishanghai at 582 million yuan [2] - Xishanghai led in limit order volume with 839,500 hands, followed by Juyi Suoj, Jixin Technology, and Chongqing Steel with 521,700 hands, 477,600 hands, and 447,600 hands respectively [2] - The stocks with significant limit order amounts included Juyi Suoj, Dongfang Ocean, and Jixin Technology, all of which are related to the marine economy [2] Group 2: Company Insights - Xishanghai is focused on automotive logistics services and the production and sales of automotive parts, and it reported a revenue of 371 million yuan in Q1, a year-on-year increase of 40.61%, but incurred a net loss of 7.66 million yuan [2][3] - The company is actively pursuing business transformation and upgrading through strategic acquisitions to enhance its manufacturing capabilities in passenger and commercial vehicles [3] - The marine economy sector saw several stocks, including Shenkai Co., Aikang International, and Yaxing Anchor Chain, achieving limit increases, supported by the central government's emphasis on high-quality development of the marine economy [4] Group 3: Steel Industry - The steel sector had stocks like Chongqing Steel, Liugang Co., and Shougang Co. achieving limit increases, with the government promoting the orderly exit of backward production capacity [5][6] - Chongqing Steel primarily produces medium and heavy plates, hot coils, and construction steel, which are widely used in hydropower station construction projects [6] - Liugang Co. is one of the top 50 steel companies globally and focuses on steel production and sales [6] Group 4: Investment Trends - The top net purchases on the Dragon and Tiger list included stocks like Kelaite, Guolian Aquatic Products, and Xiugang Co., with net purchases exceeding 100 million yuan [7] - Institutional investors showed significant net buying in stocks such as Anglikang and Feiyada, indicating strong interest in these companies [7]

新浪期货 根据交易所数据，截至7月02日收盘主力合约白糖2509,涨跌-0.26%,成交量28.40万手，持仓数据显示前20席位呈现净空， 差额头寸为6999手。 白糖期货全合约总计成交35.36万手，比上一日新增11.92万手。全合约前20席位多头持仓34.49万手，比上一日增加3814手。全合 约前20席位空头持仓36.74万手，比上一日增加51手。 文章来源:新浪期货 2025年7月2日白糖主力合约2509持仓数据一览 | | 名次 会员名称 成交量(双边) | | 增减 | 会员 | 持买单 | 壇减 | 会员 | 持卖单 | 增减 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ਹ | 中信期货 | 75,744 | 31,412 | 中信期货 | 52,521 | 1,990 | 中粮期货 | 41,515 | 1,520 | | 2 | 东证期货 | 68,875 | 22,999 | を泰期货 | 22,440 | -575 | 东证期货 | 31,764 | -4,157 | | 3 | 国泰君安 | 29, ...

新华社拉萨7月2日电 走在高高的山脊上——记中共党员、奴木日边防连指导员孟从荣 新华社记者刘艺 边关，冷月。 海拔5000多米的奴木日山脊线上，一行身影在缓缓移动。 风疾，氧气越来越稀薄。年轻的战士双腿像灌铅一样沉重。此刻，他抬头望了望走在队伍最前面 的那个背影——连队指导员孟从荣，咬咬牙，又拔腿继续向前走。 他们巡逻在连绵不绝的喜马拉雅山脉，"世界第一高峰"珠穆朗玛峰距此不足200公里。 2022年底，为忠诚履行好卫国戍边职责，岗巴边防营成立了一支新连队。上级党委研究决定，由 孟从荣担任这支连队的首任政治指导员。 换防到奴木日前夕，孟从荣进行了一次动员—— "同志们，岗巴营是什么部队？建营60多年来，9次全国全军表彰、5次被授予荣誉称号。一等功臣 我们有5名，二等功臣我们有47名，倒在战位上、长眠于雪域高原的烈士我们有31名。" "'岗巴精神'是什么？没有牺牲不得的己利，没有忍耐不住的寂苦，没有战胜不了的困难。" "我讲完了。"紧接着，是一个庄严的军礼。再紧接着，是雷鸣般的掌声。 奴木日边防连，"生命禁区"里五星红旗高扬的地方，那里是祖国的边疆。 高原的风里，有着永远化不开的冷。火堆散发着些许驱散黑暗的光， ...

Core Insights - Kitron has secured a EUR 4 million order for electronics modules intended for airborne radar applications in the US market, indicating a strong position in the defense sector [1] - The production will utilize Kitron's existing manufacturing capacity in Europe, with deliveries expected to commence in 2026 [1] Company Overview - Kitron is a prominent Scandinavian electronics manufacturing services company, operating in sectors such as Connectivity, Electrification, Industry, Medical devices, and Defence/Aerospace [2] - The company has a workforce of approximately 2,400 employees and reported revenues of EUR 647 million in 2024 [2]

欧洲央行管委Rehn：欧洲央行处境不错，但没有理由自满。 担心通胀在较长时间内低于目标。 不能容忍通胀持续低迷影响市场预期。 未承诺遵循特定利率路径。 通胀风险具有双向性（上行与下行风险并存）。 欧元升值助力央行实现2%通胀目标。 欧元确实有机会提升其国际地位。 汇率并非政策调控目标。 ...

Group 1 - Eldorado Gold Corporation (EGO) has seen a 16.9% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Mitsubishi Corporation (MSBHF) has experienced a 7.1% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Societe Generale (SCGLY) has recorded a 7.6% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Seven & i Holdings Co., Ltd. (SVNDY) has seen an 18.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - The Estee Lauder Companies Inc. (EL) has experienced a 6.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3]

Company Overview - ANI Pharmaceuticals, Inc. is a diversified biopharmaceutical company focused on developing, manufacturing, and commercializing innovative therapeutics [2] - The company aims to deliver sustainable growth through its Rare Disease business, Generics business, and Brands business [2] Recent Developments - Nikhil Lalwani, President and CEO of ANI Pharmaceuticals, will host 1x1 meetings at the Leerink Partners Therapeutics Forum: I&I and Metabolism on July 8, 2025, in Boston, MA [1]

又到了月初晒成绩单的日子，小鹏、蔚来等明星车企的整体销量曲线依旧亮眼。 6月，小鹏汽车单月销量为3.46万辆，同比增长224%；蔚来公司单月销量为2.49万辆，同比增长17.5%；阿维塔单月销量1.02万辆，同比增长117%。 | 车企 | 5月交付量 | 6月交付量 | 环比 | | --- | --- | --- | --- | | | (台) | (台) | | | 零跑 | 45057 | 48006 | 6.55% | | 理想 | 40856 | 36279 | -11.20% | | 小鹏 | 33525 | 34611 | 3.24% | | 深蓝汽车 | 25521 | 29893 | 17.13% | | 埃安 | 26777 | 27848 | 4.00% | | 小米汽车 | 超2.8万 | 超2.5万 | 环比下滑 | | 蔚来 | 23231 | 24925 | 7.29% | | 极氨 | 18908 | 16702 | -11.67% | | 阿维塔 | 12767 | 10153 | -20.47% | | 蓝图汽车 | 10022 | 10053 | 0.31% | 图/部 ...

Company Overview - APA Corporation is an independent energy company focused on the exploration, development, and production of natural gas and oil [1] - The company operates primarily under three major segments, with the United States being the most significant in terms of production [1] Investment Focus - The company targets value opportunities linked to commodity production, emphasizing sustained free cash flows, low leverage, and sustainable debt [1] - It seeks to identify companies in distress with high recovery potential, particularly in sectors like oil & gas, metals, and mining [1] - The focus is also on companies in emerging markets that demonstrate high margins and medium to long-term investment opportunities [1] Shareholder Value - The company maintains a pro-shareholder attitude, emphasizing solid and sustained buyback programs and dividend distributions over time [1]