智通财经7月5日电，巴西6月贸易顺差为58.89亿美元。6月原油出口量为797万公吨，去年同期为690万 公吨。6月大豆出口量为1342万吨，去年同期为1396万吨。 ...

Core Viewpoint - The company, Xinhecheng, is celebrating its 21st anniversary since its listing, highlighting its strong growth in profitability and commitment to innovation-driven industrial upgrades while actively rewarding investors through dividends [1][5]. Group 1: Financial Performance - Xinhecheng expects to achieve a net profit of 3.3 billion to 3.75 billion yuan for the first half of 2025, representing a year-on-year growth of 50% to 70% [2]. - Since its listing in 2004, Xinhecheng has seen steady growth in revenue and net profit, with revenue increasing from 1.134 billion yuan to 21.609 billion yuan and net profit rising from 75 million yuan to 5.869 billion yuan over 21 years, reflecting compound annual growth rates of 16.04% and 24.39% respectively [2]. - The company's weighted ROE has remained above 10% for the past nine years, reaching 21.78% in 2024, indicating strong investment value [2]. Group 2: Innovation and R&D - Xinhecheng has maintained R&D expenditures at over 5% of revenue for the past decade, with 2024 seeing R&D spending exceed 1 billion yuan, ranking among the top in the chemical products sector [3]. - The company collaborates with renowned research institutions and universities to enhance its technological capabilities and drive industrial transformation [3]. - Xinhecheng is advancing new materials technology from laboratory to large-scale production, with significant projects in PPS and PPA, indicating a broad market application potential [3]. Group 3: Market Position and Industry Impact - Xinhecheng is recognized as a leading global vitamin producer and the largest synthetic flavor manufacturer in China, with significant market share in the amino acid methionine [4]. - The company has become the third-largest producer of methionine globally, benefiting from high technical barriers and strong synergies with its vitamin product customers [4]. Group 4: Shareholder Returns - Since its listing, Xinhecheng has distributed a total of 15.502 billion yuan in dividends, with a dividend payout ratio of 42.96% [5]. - The company plans to implement a special dividend distribution scheme in December 2024, aiming for a record cash dividend total for 2024 [5]. - Xinhecheng is also conducting a share buyback program, reflecting management's confidence in the company's intrinsic value and future prospects [5].

巴西贸易部：巴西6月贸易顺差为58.89亿美元。6月原油出口量为797万公吨，去年同期为690万公吨。6 月大豆出口量为1342万吨，去年同期为1396万吨。6月玉米出口量为369,533吨，去年同期为850,892吨。 6月铁矿石出口量为3633万吨，去年同期为3310万吨。 ...

▲各省份高考成绩公布后，考生进入志愿填报时间，这时候，慈溪卫健部门发文"劝人学医"很及时。图/IC photo 据智通财经报道，近日，浙江慈溪市卫生健康局微信公众号发布《高考结束了，该劝人学医了！》一文称，医学 生没有轻松大学，但有滚烫的信仰，当你拯救一个家庭于水火时，会发现学医已经不仅停留在学的表面，你踏出 的每一步，都是对生命的虔诚丈量。 各省份高考成绩公布后，考生进入志愿填报时间，这时候，慈溪卫健部门发文"劝人学医"很及时。这对那些尚不 知选择何种专业的考生来说，犹如迷途中的一盏灯，具有指引作用，至少有参考价值。这篇官微文章不仅值得慈 溪籍考生阅读，对其他考生也有借鉴意义。 据说，在每年这个时候，坊间流传着一句俗语："劝人学医，天打雷劈"。这是因为医学生培养周期比较漫长，而 且正式工作后面临患者不信任、医患矛盾等问题。某知名医生博主透露，行业内"干着干着开始悔不当初的也不在 少数"。这难免会影响某些高考生选专业。 上述官微文章中，也以"对不起"为前缀，提到了医学生的诸多不易，比如，对不起，你以为的社交对象，其实是 实验课上的大体老师；对不起，你可能还要面对来自病患的质疑和抱怨……不过这篇官微文章并非劝考 ...

本周，该货币对累计下跌0.12%，6月30日涨至1347.23韩元之后，持续回落，7月3日发布美国非农就业 报告后跌至1369.72韩元。 周五（7月4日）），韩元兑美元最终涨0.13%，报1362.72韩元。 ...

Core Insights - Trimble Inc. is undergoing a restructuring focused on strategic divestitures, leverage reduction, and a transition towards a SaaS-centered business model, which is expected to support long-term margin expansion despite near-term volatility [1] Group 1: Restructuring Strategy - The company's restructuring involves divesting non-core assets to streamline operations and improve focus on its core business [1] - A significant aspect of the restructuring is the reduction of leverage, which aims to enhance financial stability and operational flexibility [1] - The gradual shift towards a subscription-based model is anticipated to create a more predictable revenue stream and improve customer retention [1] Group 2: Financial Outlook - The ongoing changes are expected to lay a solid foundation for long-term margin expansion, indicating a positive outlook for profitability in the future [1] - Near-term volatility is acknowledged, suggesting that while the restructuring may lead to long-term benefits, there could be short-term challenges [1]

《中华人民共和国经济史（1949-1978年）》 中国人民大学编写组 中国人民大学出版社 中华人民共和国的成立，开启了中华民族伟大复兴的历史新纪元，中国经济现代化道路从此掀开了新的 一页。从1949年新中国成立至1978年中共十一届三中全会召开前，中国共产党团结带领中国人民进行广 泛而深刻的社会经济变革，建立社会主义经济制度，消除存在数千年的经济剥削制度，推进社会主义经 济建设和国家工业化建设。本书以时间序列为轴，从经济发展主线、发展目标、体制运行、建设成就、 国际地位提升和人民生活福祉等六个方面，集中体现中国经济建设和发展的历史进程，系统阐述中国共 产党领导人民在社会主义革命和建设中取得的伟大成就和宝贵经验。 那些名人与温泉的故事 波澜壮阔的新中国经济史 上海社会科学院出版社 一部关于温泉的历史会给读者带来哪些内容？其实温泉只是载体，温泉的历史不过就是围绕着温泉阐释 的人的历史。近代欧洲史专家大卫·克雷·拉奇带领我们走过一段从古希腊与古罗马时代的沐浴仪式到20 世纪末的温泉浴场的旅程。书中围绕温泉讲述了众多名人的故事，他们中有音乐家贝多芬，文学家歌 德、马克·吐温、屠格涅夫、托尔斯泰、果戈里、陀思妥耶夫斯基 ...

Core Insights - Simon Property Group (SPG) shares have increased by 15.7% over the past three months, outperforming the industry growth of 7.7% [1][8] - The company has a strong portfolio of premium retail properties in the U.S. and internationally, benefiting from healthy demand for retail real estate, high occupancy rates, and rent growth [1][4] Strategic Initiatives - SPG is focusing on enhancing omnichannel retail capabilities and expanding mixed-use developments, which are expected to support long-term growth [2][4] - The company has signed 259 new leases and 550 renewal leases in Q1 2025, indicating strong leasing momentum in a favorable retail environment [5] Financial Health - As of March 31, 2025, SPG had $10.1 billion in liquidity, a total secured debt to total assets ratio of 16%, and a fixed-charge coverage ratio of 4.6, indicating strong financial flexibility [9] - SPG has a corporate investment-grade credit rating of A- from S&P and A3 from Moody's, which supports its growth initiatives [9] Dividend Policy - SPG announced a quarterly common stock dividend of $2.10 for Q1 2025, marking the 13th increase in the past five years, with a payout growth of 9.09% during the same period [10]

50年期英债收益率涨0.5个基点，报4.689%，本周累涨7.2个基点，7月1日跌至4.542%，7月2日反弹至 4.817%。 30年期英债收益率涨0.4个基点，报5.343%，本周累涨7.1个基点，7月1日跌至5.185%，7月2日反弹至 5.453%，周四和周五守住部分涨幅。 周五（7月4日））欧市尾盘，英国10年期国债收益率涨1.3个基点，报4.554%，本周累计上涨5.0个基 点，7月1日美股盘前跌至4.417%之后持续反弹，7月2日美股开盘时达到4.633%。 ...

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, particularly in the financial sector, to achieve exceptional returns. However, identifying such stocks can be challenging due to their inherent risks and volatility [1]. Company Summary: CareTrust REIT (CTRE) - CareTrust REIT is currently highlighted as a promising growth stock, supported by a favorable Growth Score and a top Zacks Rank [2]. - The stock has shown a historical EPS growth rate of 1.1%, but projected EPS growth for the current year is expected to be 20.9%, significantly outperforming the industry average of 0.8% [4]. - The company has demonstrated impressive cash flow growth, with a year-over-year increase of 67.6%, compared to the industry average of 2.7% [5]. - Over the past 3-5 years, CareTrust REIT has maintained an annualized cash flow growth rate of 12.5%, again surpassing the industry average of 3.1% [6]. - Recent upward revisions in earnings estimates indicate positive momentum, with the Zacks Consensus Estimate for the current year increasing by 0.5% over the past month [8]. - CareTrust REIT has achieved a Zacks Rank of 2 (Buy) and a Growth Score of B, suggesting it is a solid choice for growth investors [10].