Market Overview - On June 19, A-shares experienced a collective decline, with the Shanghai Composite Index down by 0.79%, the Shenzhen Component Index down by 1.21%, and the ChiNext Index down by 1.36%. The North Star 50 Index fell by 1.98% [1] - The total market turnover reached 12,808 billion yuan, an increase of 591 billion yuan compared to the previous day. Over 4,600 stocks in the market closed in the red [1] - Notably, from April 21 to June 19, A-shares have seen a continuous turnover exceeding 10 trillion yuan for 40 trading days [1] Industry Insights Oil and Gas Sector - The oil and gas sector showed resilience, with oil and gas extraction, service, and petroleum processing trade sectors performing well [3] - Ongoing conflicts between Israel and Iran have heightened market tensions, leading to increased risks of supply disruptions and geopolitical uncertainties, which may exert upward pressure on global oil prices [3] - Future developments, whether military escalations or diplomatic breakthroughs, are expected to significantly impact oil price trends [3] Short Drama Game Concept - The short drama game concept experienced a surge, with the film and theater sector also showing active performance, resulting in multiple stocks hitting the daily limit [4] - Tencent launched a new short drama mini-program on WeChat, following the earlier release of "Mars Watch Drama," which supports free viewing and sharing of short dramas [4] - The short drama market is witnessing explosive growth, with current annual market size estimated between 30 billion to 35 billion yuan, projected to exceed 50 billion yuan next year [4] - The favorable policy environment and the deep integration of short dramas with gaming are creating new business models, enhancing user engagement and expanding monetization opportunities for related companies [4]

Industry Overview - The oil processing trade sector has shown strong performance, with the sector rising over 2% as of June 19, 2023, and individual stocks such as Baomo Co., Ltd. and Maohua Shihua reaching the daily limit [1] - Recent oil price increases have been significant, with WTI crude futures rising by 13.81% and Brent crude futures by 12.80% from June 6 to June 13, 2023, primarily driven by geopolitical factors affecting the oil processing trade sector [1] - The internationalization of oil processing trade is increasing, with China being one of the largest oil importers globally, enhancing the influence of domestic companies in international markets [1] Future Outlook - Institutions are optimistic about the development prospects of the oil processing trade sector, driven by global economic recovery, demand growth, and policy support [2] - Companies are expected to enhance their capabilities through technological innovation and industrial upgrades, potentially gaining larger market shares and profits [2] - The stabilization and recovery of international oil prices, along with geopolitical uncertainties, may further enhance the valuation of the oil processing trade sector, providing good investment returns [2] Company Profiles - **Baomo Co., Ltd. (002476)**: Main business includes oilfield chemicals, fine chemicals, and environmental water treatment, with key products like acrylamide and polyacrylamide [2] - **Maohua Shihua (000637)**: Engaged in the production and sales of petrochemical products, with major products including polypropylene and liquefied petroleum gas [2] - **Baoli International (300135)**: Focuses on the production and sales of modified asphalt and other specialized asphalt products [2] - **Daqing Huake (000985)**: Specializes in fine petrochemical products and pharmaceuticals, with key products including C5 and C9 fractions [3] - **Heshun Petroleum (603353)**: Operates gas station chains, storage, logistics, and wholesale of finished oil products [4] - **Taishan Petroleum (000554)**: Engaged in wholesale and retail of finished oil products, including gasoline and diesel [4] - **Unified Co., Ltd. (600506)**: Focuses on the research, production, and sales of lubricants [4] - **Bohui Co., Ltd. (300839)**: Engaged in the research, production, and sales of specialty aromatic products [5]

Group 1 - The oil and gas extraction and petroleum processing trade sectors are active in early trading, with companies such as Tongyuan Petroleum (300164), Zhongman Petroleum (603619), and Zhun Oil Co. (002207) hitting the daily limit up [1] - Other companies like Intercontinental Oil & Gas (600759), Shouhua Gas (300483), and CNOOC Services (601808) also experienced gains [1] - The geopolitical tensions in the Middle East have escalated, causing the SC crude oil main contract to reach its daily limit up at one point [1]

证券代码：002377 证券简称：国创高新 湖北国创高新材料股份有限公司 | □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 | | 类别 | | □新闻发布会□路演活动 | | | | □现场参观 | | | | ☑其他（2025 | 年湖北辖区上市公司投资者集体接待日活动） | | | 投资者网上提问 | | 参与单位名称及 | | | | 人员姓名 | | 2025 年 6 | 月 12 日 (周四) 下午 14:00-16:40 | 时间 | | | 全景网"投资者关系互动平台"（https://ir.p5w.net） | 地点 | | 总经理吕华生 | | 上市公司接待人 | | 董秘、财务总监严先发 | | 员姓名 | | | 主要问题及公司回复情况： | | | | 1、做为总经理，在国家大力支持创新重组发展企业的环境 | | | | 下，在湖北本土的上市公司，怎么做大做强自己的企业市值回报 | | | | 中小投资者。企业除了发展内部业务，又什么后续的业务发展前 | | | 景可以保障小投资者权益。 | | | | | ...

近期，广东省各地市陆续发布外贸成绩单。从全省进出口增速来看，今年1-4月，茂名、东莞、广州、肇庆、珠海进出口总额同比增长位列全省前五，均突 破10%。其中，广州市外贸进出口总值达4002亿元，同比增长17.6%，增速比全国平均水平高出15.2个百分点，比广东省增速高出12.7个百分点。 在去年同期进出口数据负增长的背景下，广州今年的外贸进出口正逐步消解短期基数波动的干扰，呈现出"贸易结构持续优化、外贸主体活力足、对外合作 空间不断拓展"等特点。 广州前4月进出口保持两位数增长 战略转型成果集中显现 南都记者梳理发现，今年以来，广州外贸进出口已连续4个月单月同比增长超10%。而从1-4月广州关区所辖7地市进出口数据看，广州的成绩同样亮眼，增 速最高。 | 地市 | 1-4月进出口》 (1670AR | 月同比 | 1-4月出口》 | 出口累计同比 | 1-4月进口累 (亿元人民币 | | | --- | --- | --- | --- | --- | --- | --- | | 广州 | 4002.0 | 17.6 | 2615.6 | 29.6 | 1386.4 | 0 | | 佛山 | 1557.1 | - ...

机电、玻璃、医药、纸制品出口增长。一季度，淄博市出口机电产品29亿元，同比增长6.3%，占 淄博出口总值的18.4%。玻璃制品、医药材及药品、纸制品分别出口14亿元、9.5亿元、7.4亿元，同比 增长7%、25.2%、64.4%。 近日，记者从淄博海关了解到，今年一季度，淄博市外贸进出口总值为256.2亿元。其中，出口值 为157.7亿元，同比增长5%。 加工贸易、保税物流增势较好。一季度，淄博市一般贸易进出口总值为214.2亿元，占该市外贸总 值的83.6%；加工贸易、保税物流分别进出口24.1亿元、17.9亿元，同比增长15.1%、6.4%。 外贸市场更趋多元。一季度，东盟为淄博市第一大贸易市场，进出口总值为48.8亿元，占该市外贸 总值的19%；对传统市场欧盟、美国分别进出口26.8亿元、24.9亿元，同比增长7.6%、15.9%；此外，对 新兴市场拉美、非洲分别进出口28.3亿元、16.5亿元，同比增长28.7%、1.2倍。 外资企业进出口活力较强。一季度，民营企业进出口总值为208.5亿元，占外贸总值的81.4%；外资 企业进出口总值为33.1亿元，同比增长7.3%；国有企业进出口总值为14.7亿元 ...

重点项目建设是稳定经济运行的"压舱石"，也是驱动经济增长的"强引擎"。近年来，儋州市税务局秉 持"项目为王、服务为先"的理念，对重点项目进行摸底走访，从源头掌握辖区项目立项、筹建、施工等 基础信息，根据纳税人类别、经营情况及实际需求，开展个性化、精准化的涉税服务和政策支持，助力 新建工程按下"启动键"，推动续建工程按下"快进键"，聚焦税收职能作用为地方稳经济促发展注入税动 力。 靠前服务 海上风电"向绿而行" "海上风电项目投资周期长、技术门槛高，税务部门主动上门辅导政策细节，比如如何界定'第一笔生产 经营收入'、如何划分免税期与减半期的收入归属，帮助我们提前掌握政策要点，为未来享受税惠红利 夯实基础。"大唐海南海上风电项目财务负责人感激地说道。 税惠添力 港口扩建"逐梦深蓝" "精准识别、实时跟进和需求回访，税务部门始终伴随我们左右，"谈及税务服务，海南港航国际港务有 限公司财务负责人表示，"项目建设资金保障是首位，2个亿的留抵退税不仅为企业注入了资金活水，更 为我们投资建设增添了信心。" 据悉，海南港航国际港务有限公司的海南洋浦区域国际集装箱枢纽港扩建工程项目是海南自贸港建设和 下一步全岛封关运作的重要项 ...

A股开盘涨跌不一，上证指数跌0.08%，深证成指涨0.14%，创业板指涨0.22%。PEEK材料、AI眼镜、 石油加工贸易板块涨幅居前；保险、海南、电力板块领跌。 ...

央视网消息：4月29日，全国首个综合保税区低空运输智能通关模式在广州市黄埔区正式启动。实现对无人机运输货物进出综保 区全流程智能监管，有效加速保税货物流转，助力企业高效打通国内国际两个市场。 在黄埔海关低空物流管控平台的全程定位监控下，一架装载着保税货物的无人机，从广州黄埔综合保税区外的一家加工贸易企业起 飞，降落至黄埔综保区内无人机查验专属起降台，自动与海关完成验放数据交互后，飞离黄埔综保区，抵达13公里外的企业物流 园，全程耗时仅约30分钟。 穗东海关查验科科长林灿斌介绍，低空物流管控平台相当于在无人机飞行路线上铺设了一张看不见的"电子警戒线"，无人机一旦偏 离预定路线就会触发警报，从而实现对保税货物的精准监管。同时，他们结合跨境电商和综合保税区特色业务，梳理适用于无人机 运输的商品清单，积极促进低空物流供需两端精准对接。 无人机运输不仅更快，还能更省。本次保税货物无人机运输从工厂飞抵黄埔综保区，自动进出区并获取验放指令。海关放行后快速 出区飞往目的地，时效更快、成本更低。相较于传统货车运输，无人机运输货物进出黄埔综保区，预计平均可为企业节省物流时间 50%、压缩运输成本10%。 珠三角地区加工贸易产业发 ...

新华财经上海4月28日电（记者杜康）记者获悉，《关于深化上市公司并购重组市场改革的意见》（简 称"并购六条"）发布以来，沪市公司合计新增74例重大资产重组，其中主板45例，科创板29例；新增 508单小规模并购。并购重组市场活跃度持续攀升，不仅反映了企业优化资源配置、寻求战略突破的迫 切需求，更折射出我国经济在高质量发展道路上的强劲活力。 在市场竞争日益激烈的当下，并购重组为企业提供了快速扩张和转型升级的捷径。通过并购，企业能够 迅速获取先进的技术、人才、市场渠道等关键资源，打破发展瓶颈。如远达环保购买中国电力、湘投国 际合计持有的五凌电力100%股权以及广西公司持有的长洲水电64.93%股权。交易后，公司主营业务将 新增水力发电及流域水电站新能源一体化综合开发运营业务。核心在于构建＂环保+流域水电+新能源 开发＂的立体业务架构，为传统能源企业转型提供可操作路径。 "注册制改革背景下，并购重组正从简单的规模扩张转向价值创造。"有关专业人士表示，监管层通过明 确重组政策、提高监管包容度、提升重组市场交易效率等举措，既保持监管定力又释放市场活力，推动 并购重组回归产业逻辑本源。 从近期的重组案例来看，重组方案更加 ...