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6月广东核心CPI同比上涨0.3%
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-07-15 00:20
国家统计局广东调查总队近日发布上半年物价等数据。6月,受节假日假期结束、供给充足等因素影 响,广东居民消费价格指数(CPI)同比下降0.4%,降幅与5月持平,环比下降0.2%,降幅比5月扩大0.1个 百分点。扣除食品和能源价格的核心CPI同比上涨0.3%,涨幅较上月回落0.1个百分点。1—6月平均, CPI比上年同期下降0.4%。 从同比看,PPI同比下降1.8%,降幅与5月持平。其中,生产资料价格下降2.5%,降幅比5月收窄0.1个百 分点,影响工业生产者出厂价格总水平下降1.63个百分点;生活资料价格下降0.4%,降幅比5月扩大0.1 个百分点,影响工业生产者出厂价格总水平下降0.12个百分点。在PPI调查的38个大类行业中,同比指 数"11涨26降1平",行业上涨面为28.9%,比5月扩大2.6个百分点。 主要行业中,价格波动较大的有:文教、工美、体育和娱乐用品制造业价格上涨10.6%;黑色金属矿采 选业价格下降14.8%,石油、煤炭及其他燃料加工业价格下降13.1%,石油和天然气开采业价格下降 10.1%,黑色金属冶炼和压延加工业价格下降9.5%,化学纤维制造业价格下降7.0%。 从环比看,PPI下降 ...
5月工企利润同比转负
HTSC· 2025-06-27 12:55
证券研究报告 关税影响显现,5 月工企利润同比转负 华泰研究 2025 年 6 月 27 日│中国内地 动态点评 5 月工业企业利润数据点评 今年 5 月工业企业盈利同比增速较 4 月的 3%明显回落至-9.1%,出口相关 的中游制造业量价有所承压、或显示关税政策对企业利润率及订单的影响 显现,下游部分消费品行业或受促销影响、呈现"量增价跌",亦对盈利形 成扰动。整体而言,工业企业收入同比增速从 4 月的 2.6%继续回落至 0.8%, 与 5 月出口增速放缓相印证,出口链相关行业盈利回升态势受阻,关税影响 或逐步凸显,电气机械、仪器仪表、专用设备、计算机通信等行业利润率及 收入增速均有回落;同时,油价及黑色系价格下跌对石化及煤炭开采等行业 利润率回升持续形成压制,对应中下游的石化加工相关行业盈利边际改善; 此外,汽车、服装、文教娱乐用品等行业营收增速回升,但盈利增速走弱, 或显示出购物节促销等因素对价格的拖累。 往前看,7 月 9 日"对等关税"豁免期后关税政策仍有较大扰动,外需不确 定性或对后续出口订单带来扰动,尤其是对企业利润率的影响或逐步显现。 内需层面,"以旧换新"政策补贴使用过半,虽然三四季度补贴 ...
1—5月份规上工业企业实现利润同比下降1.1%:关税成本叠加内需不足
Sou Hu Cai Jing· 2025-06-27 10:36
Stats by year ] Total Crned Number of sales all William. 855 :40% ESS ...... e is 2000 ... .. .. .. 1500 22 1000 2020 不要 6 Number of sales and amount by year o 159 SPER SEASE 8 Stats by month ol sake ned Number by county 17.6 LaTS Od -2010 6-0-2019 a Uf Aug-2019 Number of sales and an y 2010 Jun-2019 May-2010 0 9/0 60 6月27日,国家统计局公布2025年1—5月份全国规模以上工业企业利润情况。 数据显示,1—5月,规模以上工业企业利润累计同比下跌1.1%,增速较4月下跌2.5个百分点。5月份,当月规模以上工业企业利润同比下降9.1%,较4月下降 12.1个百分点,为去年10月以来最大跌幅,表明工业企业经营压力有所增大。 从主要分项看,"两重两新"政策推动装备制造业和高技术制造业企业利润增长,1— ...
*ST沐邦: 江西沐邦高科股份有限公司关于子公司银行账户及募集资金专户被冻结的公告
Zheng Quan Zhi Xing· 2025-06-24 16:28
Group 1 - The company announced that some bank accounts and fundraising special accounts of its subsidiaries, Inner Mongolia Mubang New Materials Co., Ltd. and Jiangxi Bangbao Education Technology Co., Ltd., have been frozen [1][2] - The total amount frozen in the company's bank accounts is 124.44 million yuan, with 124.29 million yuan specifically from the fundraising special account [2] - The company has not received any legal documents regarding the freezing and the specific case details remain unclear [1][2] Group 2 - The company will continue to monitor the litigation matter and fulfill its information disclosure obligations as required by relevant laws and regulations [2]
5月宏观月度观察:经济仍需政策呵护-20250619
Minmetals Securities· 2025-06-19 03:16
证券研究报告 | 宏观点评 [Table_Main] 经济仍需政策呵护——5月宏观月度观 察 报告摘要 海外宏观:关税冲击下发达国家展现相对韧性。5 月份是美国"对等关税"冲 击下的第二个月份。全球经济虽然放缓,但下滑幅度不算大。发达国家和新兴 经济体出现明显分化。在关税冲击下,发达国家经济景气度展现出较强韧性, 我们认为这是由于发达国家的内需较强,抵抗外部冲击的能力更强。新兴经济 体制造业 PMI 指数则快速下滑,我们认为新兴市场对于全球贸易的依赖度更 高,所以受到美国关税政策的冲击更大。关税对海外通胀影响尚不明显。5 月 美国通胀保持平稳,欧元区通胀持续下行。发达国家的通胀数据走势表明关税 战对于通胀的影响低于最初市场的预期。但其中一个重要原因是美国对外的 "额外关税"有 90 天的豁免期。这期间有较多的贸易抢跑及提前备货,平抑 了通胀的短期波动。我们认为未来海外通胀仍存在较大的上行风险。 国内宏观:经济仍待政策呵护。消费高速增长,但持续性存疑。5 月社会消费 品零售总额同比增长 6.4%,是本月经济最大的亮点。我们认为 5 月消费高速 增长的主要动力有两点:一是电商"618"促销活动提前至 5 月 13 ...
最新经济数据公布!
Jing Ji Wang· 2025-06-18 02:42
Economic Overview - The national economy maintained stable operation in May, supported by more proactive macro policies, with stable production demand and overall employment situation [1] Industrial Performance - The industrial added value above designated size increased by 5.8% year-on-year in May, with a month-on-month growth of 0.61% [2] - The equipment manufacturing industry saw a 9.0% year-on-year increase, while high-tech manufacturing grew by 8.6%, outperforming the overall industrial growth by 3.2 and 2.8 percentage points respectively [2] - Key products such as 3D printing equipment, industrial robots, and new energy vehicles experienced significant production growth of 40.0%, 35.5%, and 31.7% year-on-year [3] - From January to May, the industrial added value increased by 6.3% year-on-year [3] Service Sector - The service production index rose by 6.2% year-on-year in May, accelerating by 0.2 percentage points compared to the previous month [4] - The service sector's business activity index was at 50.2 in May, up by 0.1 percentage points from the previous month, while the business activity expectation index rose to 56.5 [5] - From January to May, the service production index increased by 5.9% year-on-year [5] Consumer Spending - The total retail sales of consumer goods reached 41,326 billion yuan in May, marking a 6.4% year-on-year increase, which is 1.3 percentage points higher than the previous month [6] - Online retail sales amounted to 60,402 billion yuan, growing by 8.5% year-on-year, with physical goods online retail sales at 49,878 billion yuan, a 6.3% increase [6] Investment Trends - Fixed asset investment (excluding rural households) totaled 191,947 billion yuan from January to May, with a year-on-year growth of 3.7% [8] - Infrastructure investment grew by 5.6%, while manufacturing investment increased by 8.5%. However, real estate development investment declined by 10.7% [9] Trade Performance - The total value of goods imports and exports reached 38,098 billion yuan in May, with a year-on-year growth of 2.7% [10] - Exports were 22,767 billion yuan, up by 6.3%, while imports decreased by 2.1% [10] Employment Situation - The urban surveyed unemployment rate was 5.0% in May, a decrease of 0.1 percentage points from the previous month [11][12] - The average urban surveyed unemployment rate from January to May was 5.2% [12] Price Trends - The Consumer Price Index (CPI) fell by 0.1% year-on-year in May, while the core CPI, excluding food and energy, rose by 0.6% [13] - The Producer Price Index (PPI) decreased by 3.3% year-on-year in May [13]
湖北前5月经济“成绩单”出炉 工业底盘稳固社零总额增7.7%
Chang Jiang Shang Bao· 2025-06-17 23:43
Economic Overview - Hubei province's economy shows a stable and improving trend in the first five months of the year, with industrial production growing steadily, fixed asset investment expanding, and a vibrant consumer market [1][2] - The province's GDP growth is supported by high-quality development outcomes [1] Industrial Growth - The industrial added value above designated size in Hubei increased by 8.1% year-on-year, surpassing the national average by 1.8 percentage points [2] - High-tech manufacturing leads the growth with an added value increase of 17.4%, contributing 31.3% to the overall industrial growth [2] - Specific sectors such as computer, communication, and other electronic equipment manufacturing grew by 17.7%, while electrical machinery and equipment manufacturing rose by 20.0% [2] Investment Trends - Fixed asset investment in Hubei grew by 6.2% year-on-year, exceeding the national growth rate by 2.5 percentage points [2] - Manufacturing investment surged by 12.6%, while infrastructure investment increased by 2.2% [3] - Private investment grew by 6.9%, and when excluding real estate development, it increased by 11.3% [3] Consumer Market Dynamics - The total retail sales of consumer goods reached 10,798.75 billion yuan, with a year-on-year growth of 7.7%, outpacing the national average by 2.7 percentage points [4] - The "trade-in" policy has stimulated consumption, with retail sales of household appliances and audio-visual equipment rising by 32.8% and furniture by 37.5% [4] - Online retail sales grew by 26.8%, indicating a robust shift towards e-commerce [4] Foreign Trade Performance - Hubei's total import and export value reached 328.74 billion yuan, a year-on-year increase of 26.9%, significantly higher than the national average of 24.4% [4] - Exports amounted to 238.37 billion yuan, growing by 36.3%, while imports increased by 7.4% to 90.37 billion yuan [4] Fiscal and Financial Stability - Local general public budget revenue for the first five months was 189.31 billion yuan, reflecting a year-on-year growth of 7.0% [5] - Financial institutions in Hubei reported a total deposit balance of 9,883.30 billion yuan, a growth of 9.9% compared to the beginning of the year [5]
5月29日早间重要公告一览
Xi Niu Cai Jing· 2025-05-29 04:04
中国化学:控股股东获得增持资金贷款支持 太阳电缆:股东拟减持不超过3%公司股份 5月29日,太阳电缆(002300)发布公告称,公司股东福建亿力集团有限公司计划自公告披露之日起15 个交易日后的3个月内,通过集中竞价交易或大宗交易方式减持公司股份不超过2167万股,占公司总股 本的3%。减持原因为股东自身经营需要。 资料显示,太阳电缆成立于1994年7月,主营业务是电线电缆的生产、销售。 所属行业:电力设备–电网设备–线缆部件及其他 5月29日,中国化学(601117)发布公告称,公司控股股东中国化学工程集团有限公司获得中国工商银 行股份有限公司的贷款承诺,借款额度不超过5.4亿元,专项用于实施增持计划。此前,中国化学工程 于2025年4月12日宣布拟于12个月内增持公司股份,增持金额不低于3亿元,不超过6亿元。 资料显示,中国化学成立于2008年9月,主营业务是建筑工程业务、实业、现代服务业。 所属行业:建筑装饰–专业工程–化学工程 棕榈股份:因借贷纠纷提起诉讼 涉案金额超1.49亿元 5月29日,棕榈股份(002431)发布公告称,公司因与山东胜伟盐碱地科技有限公司等多家公司及个人 的借贷纠纷,向河南省郑 ...
卡游:卡牌行业龙头,全产业链打造IP泛消费聚合平台
Huafu Securities· 2025-05-20 14:06
证券研究报告|行业专题报告 娱乐用品行业 行业评级 强于大市(首次评级) 2025年5月20日 卡游:卡牌行业龙头,全产业链打造IP泛 消费聚合平台 证券分析师: 刘洋 执业证书编号:S0210525020001 请务必阅读报告末页的重要声明 投资要点 2 卡游有限公司,作为中国最大的泛娱乐产品及玩具企业,同时在集换式卡牌和泛娱乐文具领域排名第一。根据卡游公司招 股说明书,卡游在2024年的收入达到了约100亿元人民币,同比增长率达到了278%,毛利率达67.3%。截至2024年12月 31日,公司拥有96项专利、34项商标的知识产权布局,还具备由70个IP组成的多元化IP矩阵,包括69个授权IP和1个自有 IP。 集换式卡牌市场增速高,中国市场具备较大增长潜力。据灼识咨询测算,中国集换式卡牌市场于2024-2029年间预计将以 11.1%的复合增长率增长,于2029年将达到446亿元。美国、中国和日本是全球主要的集换式卡牌市场。2024年,美国 、中国和日本的集换式卡牌行业市场规模分别为219亿元、263亿元和147亿元。日本和美国等发达国家的集换式卡牌行 业已有多年发展史,与此等国家的消费者相比,中国集换 ...
信隆健康: 信隆健康2024年年度股东大会法律意见书
Zheng Quan Zhi Xing· 2025-05-20 13:22
电话(Tel):(0755)88265288 传真(Fax):(0755)88265537 电子邮件(E-mail):info@sundiallawfirm.com 网站(Website):www. sundiallawfirm.com 信达律师事务所 股东大会法律 意见书 中国深圳市福田区益田路6001号太平金融大厦11-12楼 邮政编码:518038 广东信达律师事务所 法律意见书 信达会字(2025)第 128 号 致:深圳信隆健康产业发展股份有限公司(下称"公司") 广东信达律师事务所(以下简称"信达")接受公司的委托,指派律师参加 公司 2024 年年度股东大会(以下简称"本次股东大会"),并进行了必要的验 证工作。根据《中华人民共和国公司法》(以下简称"《公司法》")、《中华 人民共和国证券法》(以下简称"《证券法》")、《上市公司股东会规则》(以 下简称"《规则》")、《深圳信隆健康产业发展股份有限公司章程》(以下简 称"《公司章程》")的规定,信达律师就本次股东大会的召集和召开程序、出 席会议人员资格、会议表决程序等事项发表法律意见。 信达律师事务所 股东大会法律意见书 关于本法律意见书,信达 ...