军工板块近期持续活跃，6月26日，板块迎来涨停潮，北方长龙、北方导航、建设工业、长城军工等多 股涨停。相关ETF中，航空航天ETF天弘（159241）午后仍维持涨势，截至发稿涨2.27%冲击四连阳， 成交额超3900万元。 申万宏源证券认为，外部地缘政治变化不断促发军工关注度，提升军工行业整体估值，且军工二季度业 绩初步预期逐渐落地，部分白马股有望触底反转；叠加"十五五"规划逐步推动等。无论从中长期基本面 上行还是短期事件催化，军工行业正迎来基本面改善和市场关注度提升，建议加大军工关注度。 银河证券也指出，内需+军贸共振，军工板块迎投资机遇。短期看，首先，Q2财报季预期改善。随着 Q1订单放量，高库存背景下，Q2部分中上游企业业绩端或将改善，并逐步向中下游传导；其次，预计 军工元器件6月份订单将扭转下行趋势，下半年订单增速有望随年内二次需求释放而逐步转正。中期 看，Q3行业催化剂有望增多，叠加Q2部分公司财报预期向好，结构性机会将涌现。长期看，军贸迎 来"Deepseek"时刻，内需+军贸共振，军事装备需求空间打开。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 ...

Core Insights - The article highlights the proactive measures taken by the Laohukou Rural Commercial Bank Menglou Branch to support local grain purchasing and sales, addressing challenges faced by farmers in terms of cash flow, settlement efficiency, and price risks [1][4]. Group 1: Financial Support Initiatives - The Menglou Branch has implemented a village-based credit system, completing credit documentation for 685 farmers with a pre-approved credit amount of 26 million yuan [1]. - The branch has successfully signed new credit agreements totaling 12 million yuan, with 8 million yuan utilized, demonstrating its commitment to supporting local farmers [1][3]. - A comprehensive credit solution of 1 million yuan was provided to a long-time customer, addressing cash shortages during peak grain purchasing periods while mitigating risks associated with over-expansion [2]. Group 2: Customer-Centric Services - The branch has established a specialized service model to meet the high cash usage demands of grain purchasing clients, ensuring timely cash supply during the busy season [3]. - A customer service WeChat group was created to efficiently manage cash demand information, allowing for quick fund allocation and ensuring that clients can access cash without delays [3]. - The branch successfully signed credit agreements with 10 grain purchasing clients in May, with a total credit amount of 12 million yuan and 6 million yuan utilized, contributing to the growth of the local grain purchasing industry [3]. Group 3: Long-term Financial Integration - The Menglou Branch aims to deepen its collaboration with grain purchasers, emphasizing that financial services are ongoing and adaptable to the evolving needs of the agricultural sector [4]. - The branch is focused on optimizing credit processes and addressing the short-term financing challenges faced by grain purchasers, while also supporting the introduction of modern storage and drying equipment [4]. - By providing precise and efficient financial services, the branch is enhancing the overall efficiency and risk resilience of the grain industry, ensuring that financial resources are effectively channeled throughout the supply chain [4].

Core Viewpoint - The Agricultural Development Bank of China has provided a total loan of 1.6 billion yuan to support the construction of a cold chain logistics distribution center in Salt Ting County, which is crucial for enhancing the preservation, storage, and transportation of agricultural products in the region [1][2]. Group 1: Project Overview - The Agricultural Development Bank of China has recently disbursed an additional loan of 100 million yuan for the cold chain logistics project, bringing the total funding to 1.6 billion yuan [1]. - The project aims to address the high transportation loss rate of fresh agricultural products, which can reach up to 25%, by improving cold chain logistics infrastructure [1]. - The local government initiated the cold chain logistics center project to solve the "first kilometer" issue in agricultural product distribution [1]. Group 2: Expected Outcomes - Upon completion, the project is expected to extend the preservation period of agricultural products by over 30%, reduce loss rates to below 15%, and increase the added value of products by over 20% [2]. - The improved cold chain facilities will facilitate seasonal balanced sales of agricultural products, thereby increasing local farmers' income and promoting the standardization, branding, and marketization of agricultural products [2]. - The Agricultural Development Bank of China plans to continue enhancing credit support for the agricultural product circulation sector to further promote cold chain logistics development [2].

新华财经上海6月26日电（记者杨溢仁）中金亦庄产业园封闭式基础设施证券投资基金（以下简称"中金 亦庄产业园REIT"，基金代码：508080）6月26日在上交所上市。 据悉，中金亦庄产业园REIT首发基金份额共计4亿份，每份发售价格为2.720元，募集资金合计10.88亿 元。该基金发起人为北京亦庄投资控股有限公司（简称"亦庄控股"），原始权益人为亦庄控股全资子公 司北京亦庄盛元投资开发集团有限公司（简称"亦庄盛元"），基金管理人为中金基金管理有限公司（简 称"中金基金"），计划管理人及财务顾问为中国国际金融股份有限公司（简称"中金公司"）。 （文章来源：新华财经） 据记者了解，该基金发起人亦庄控股作为北京经开区基础设施建设及园区开发运营的重要主体，投资兴 建了众多高端产业园区类项目和高新技术产业园区类项目，覆盖了新一代信息技术、高端汽车和新能源 汽车、生物技术和大健康及机器人和智能制造四大主导产业，相继建成产业园区、定制厂房、特色楼 宇、创新科学园等57个产业平台，总建筑面积近400万平方米，承载企业5000余家，其中高新技术企业 391家。 亦庄盛元作为亦庄控股体系内服务于"科技园区开发运营"板块的专业主 ...

一纸公告过后， 三只松鼠 收购爱零食的计划终止了。 经历了8个月，这桩2亿元的并购画上了休止符。 三只松鼠的公告内容显示，"最终双方就本次交易的部分核心条款未达成一致。经公司充分讨论和审慎 研究，决定终止本次收购事项。" 此后，三只松鼠与零食优选签署深度战略合作协议。 一时间，媒体炸了锅，"悔婚""移情别恋"的帽子就给扣上了。 电影《误杀》里面有句台词：如果你看过一千部电影，你就会发现，这个世界上压根就没有离奇的事 情。 同样，如果你见过一千次收购，你就会发现，终止收购也并不是什么新鲜事儿。 在A股市场上，收购终止事项屡见不鲜。 说白了，这就跟谈婚论嫁一样，要么最后阶段彩礼没谈拢，要么就是发现对方提的条件不合适。结婚这 事儿，有的连酒店都定了，婚贴都发了，到最后也有分道扬镳的，毕竟是人生大事，发现不合适，越早 分开越是最优解，越是对彼此双方都负责。 生意场上，这事儿再常见不过了。 收购终止背后：不同的选择，也是一种"最优解" 对于三只松鼠终止收购爱零食这事儿，我有些想法也想唠两句。 我的看法很简单：尊重客观规律，尊重哈耶克的自由市场。 其实这事儿，就像你去买车付了订金，最后没成交，然后换了一家价格更低的4S店 ...

Core Viewpoint - The article highlights the efforts of Jiujiang Bank in promoting green finance and supporting ecological transformation in Jiangxi province, particularly along the Yangtze River Economic Belt, through innovative financial products and services aimed at sustainable development [1][2][3]. Group 1: Green Finance Initiatives - Jiujiang Bank established Jiangxi's first green finance division in 2017 and has since integrated ESG principles into its operations, enhancing its green finance management system [2][3]. - The bank has issued a total of 4.05 billion yuan in carbon reduction loans, resulting in a reduction of 82,187.5 tons of CO2 equivalent emissions [2]. - As of the first quarter of 2025, the bank's green loan balance reached 40.468 billion yuan, accounting for 12.81% of total loans, with an increase of 1.98 billion yuan since the beginning of the year [2]. Group 2: Collaboration and Recognition - Jiujiang Bank is recognized as a leader in green finance in Jiangxi, being the first to join the Hong Kong Green Finance Association and sign the UN Principles for Responsible Banking [3]. - The bank has participated in international forums and conferences, sharing its experiences in green finance while learning from global best practices [3]. Group 3: Focus on Key Areas - The bank has directed green credit towards various ecological projects, including land restoration and water environment management, with a total green loan balance of 4.9 billion yuan for these initiatives [4]. - Jiujiang Bank has partnered with local enterprises to develop flexible financing solutions for the new energy shipbuilding sector, successfully approving a 100 million yuan credit for a local shipping company [4]. Group 4: Innovative Financial Products - The bank has introduced sustainable finance products like "Carbon Effect Loan," linking loan interest rates to companies' carbon emissions performance, thereby encouraging low-carbon practices [6]. - By the first quarter of 2025, the bank had issued 235 million yuan in loans through its innovative products, benefiting 40 small and medium-sized industrial enterprises [6]. Group 5: Commitment to Future Development - Jiujiang Bank aims to continue increasing its green credit offerings, supporting the green, low-carbon, and high-quality development of the Yangtze River Economic Belt [5][6].

中航信托因保交楼工作态度消极不作为，被地方城建局公开通报。 近日，福州市住房和城乡建设局（以下简称"福州住建局"）发布关于对中航信托股份有限公司（以下简 称"中航信托"）保交楼工作不作为问题的通报。 福州住建局称，福州市位于闽侯县的保交楼项目"榕心江来"，由福州俊德辉房地产开发有限公司开发建 设。据属地住建局反馈，为推进项目复工复产，属地保交楼专班多次召集海峡银行、项目公司及股东方 等单位协调推进"白名单"融资事宜。但项目股东方中航信托（占股60%）态度消极，不断拖延"白名 单"融资工作开展。 福州住建局指出，中航信托现已被建信信托有限责任公司（以下简称"建信信托"）、国投泰康信托有限 公司（以下简称"国投泰康信托"）等2家信托公司托管。因中航信托被托管前后的消极不作为态度，已 影响福州市保交楼工作进度，造成业主不断群访，影响社会稳定。根据国家"保交楼、保民生、保稳 定"的相关政策精神，现对中航信托上述无社会责任感和拒不承担"保交楼"任务的行为予以通报。 据了解，中航信托于4月18日公告表示，为提升公司经营管理效能，与建信信托、国投泰康信托签订 《委托服务协议》，聘请上述两家公司为本公司日常经营管理提供服务。 ...

Core Viewpoint - Xiamen Bank is committed to long-term value creation and aims to establish itself as a "value bank" by focusing on customer collaboration, strong profitability, low risk costs, balanced business structure, distinctive operations, and broad social recognition [1] Financial Performance - Xiamen Bank plans to distribute a total cash dividend of 818 million yuan (including tax) for 2024, with a dividend payout ratio of 31.53%, an increase of 0.82 percentage points from 2023 [1] - Since its IPO in 2020, Xiamen Bank has distributed a cumulative cash dividend of 3.536 billion yuan, nearly double the total amount raised during the IPO [1] Business Strategy - The bank's 2024 strategy emphasizes high-quality development, with a focus on stability, progress, and establishing a strong foundation [4] - Xiamen Bank aims to enhance its corporate client coverage and improve the quality and quantity of its corporate business through various measures [3] Corporate Banking - As of the end of 2024, the bank's corporate loans and advances (excluding bill discounts) reached 122.09 billion yuan, a growth of 9.25% from the beginning of the year [2] - The number of corporate clients increased by 6.08%, and the number of effective corporate accounts grew by 8.99% [2] - The bank has seen significant growth in green and technology loans, with green loan clients increasing by 88.40% and technology loan clients by 10.72% [2] Retail Banking - Xiamen Bank is transforming into a "retail boutique bank," with personal financial assets surpassing 100 billion yuan for the first time [3] - The number of retail wealth management clients grew by over 10%, and the number of high-net-worth clients increased by over 15% [3] Cross-Strait Financial Services - The bank's cross-strait financial services have shown strong growth, with the number of Taiwanese enterprise and individual clients increasing by 19% and 17%, respectively [5] - Taiwanese enterprise deposits and loans saw year-on-year increases of 45% and 23% [5] Digital Transformation - Xiamen Bank is focusing on digital transformation as a core strategy for high-quality development, aiming to enhance its digital capabilities and service offerings [8][9] - The bank plans to leverage technology to improve customer experience and operational efficiency, including the development of a "smart life + finance" ecosystem [9] Future Outlook - The bank aims to deepen its cross-strait financial services and expand its market presence beyond Fujian and Chongqing [7] - Xiamen Bank is committed to long-term growth and believes that with the right direction and persistence, it can successfully navigate economic cycles [10]

【大河财立方 记者 段伟朵 文图】郑州航空港作为我省经济发展的重要引擎，一直致力于打造良好的营商环境，吸引各类投资，助力区域商贸产业发展。 6月26日，河南郑州航空港推介优质商贸产业项目发布会在郑州航空港区举行。大河财立方记者现场获悉，2024年，全区商贸产业项目签约37个，签约额163 亿元。本次发布的项目共28个，分布在6大片区，涵盖多种商业类型。其中，商业项目14个、商业地块14个。 郑州航空港 开创我国航空经济发展新范式 发布会现场，郑州航空港经济综合实验区党工委委员、管委会副主任魏学彬作主发布。他介绍，航空港区是全国唯一一个由国务院批复的国家级航空港经济 发展先行区，地处郑州、开封、许昌三市交界的"黄金"地带，管辖面积747平方公里，在国内大循环中具有承东启西、连南贯北的重要地位。自2013年获批 以来，已成为内陆地区对外开放重要门户枢纽、中原经济区高质量发展新引擎、河南省融入全球循环、联通国内国际双循环的先导平台，开创了我国航空经 济发展的新范式。 多年来，郑州航空港综合实力快速提升，核心增长极和辐射带动作用不断彰显。2024年航空港区地区生产总值完成1375.6亿元，是2012年的6.7倍。固定 ...

【大河财立方 记者 闫文瑞】已经过了中午12点，宏业控股集团七楼会议室的讨论声依然热烈。6月24日，原定2小时的濮阳市"书记·代表公民面对面"座谈 会，在企业家们抛出的一个个发展难题与濮阳市委书记万正峰的现场督办、即时回应中，延长至3.5小时。 当最后一位发言代表放下话筒，万正峰面前的笔记本已写满多页——这是濮阳优化营商环境、赋能民营经济的真实记录，更是河南践行全过程人民民主的 具体实践。 代表畅言：切中发展痛点，传递企业心声 "在走访调研中，不少企业对国家各项税收优惠政策并不知悉，能否对企业进行专业辅导，确保让企业'应享尽享'，减轻企业负担。" 市人大代表、濮阳市 德众汽车（集团）有限公司董事长吕兆德率先道出许多企业的心声，"希望有关部门能够聚焦乱收费、乱检查、乱罚款、乱查封等问题，开展规范涉企行 政执法专项行动，防止以罚增收、以罚代管、逐利罚款等行为。" 宏业控股集团党委书记陈志勇接过话头儿："去年我们营收12.5亿元，净利润1.9亿元，但受经济形势影响，融资难仍是'拦路虎'。" 他希望政府投融资平台 能够给予企业更多的支持，加大对民营企业的投资强度、延长投资周期等。 "我们年产鲜菇10万吨，但电力成本占 ...