优化发展环境，做大项目支撑。廊坊全力打造审批环节少、办事效率高的发展环境，吸引现代商贸物流 的大项目、好项目纷至沓来。2024年，全市共签约5000万元以上现代商贸物流产业项目126个，总投资 377.15亿元，现代商贸物流CBD已签约入驻康佳集团国际科创总部等一批企业；成功开行国际班列12 列，打通113个国家进出口通道，形成铁、公、空、水四种业务模式的全覆盖。 国家发展改革委今年初公布国家物流枢纽承载城市名单，河北廊坊市成功入选，标志着该市在现代商贸 物流产业发展上迈出了坚实步伐。2024年，廊坊现代商贸物流产业实现增加值948.8亿元，同比增长 9.2%，占GDP比重24.3%。 强化顶层设计，厚植发展基础。廊坊市把大力发展现代商贸物流产业确立为全市"一号工程""金字招 牌"，通过顶层设计、合理规划，将发展重点聚焦到全球航空物流枢纽、京津冀核心区铁路物流枢纽、 中国北方现代商贸物流基地、全国快递北方总部基地、京津冀商贸与生活服务保障基地5个方面，有效 推动要素集聚由1.0版向2.0版及3.0版加速进阶，吸引了"三通一达"等8家国内快递龙头企业在域内设立 区域总部或分拨中心。2024年，全市快递业务量突破 ...

6月13日，由东莞市人民政府主办，东莞市投资促进局、中信银行东莞分行承办的"日本企业东莞行"活 动举行，近100家日本重点企业超200人受邀来到东莞，深度考察了东莞的企业和投资环境，通过4个平 行活动深化交流合作，共绘共赢发展新篇，东莞也借这一活动全方位展示赋能外资企业的"东莞方案"。 东莞与日本企业结缘已久，日本企业是来莞投资最早、领域最广、贡献最大的外商群体之一。此次"日 本企业东莞行"活动汇聚了日本和东莞的众多知名企业。其中，来莞的日本企业来自于高端装备制造、 新材料、新能源汽车、新一代电子信息、商贸服务等多个产业，很多企业在行业内乃至全球都赫赫有 名，包括了全球半导体封装设备领域的龙头企业TOWA株式会社、柔性线路板领域保持世界先进水平的 日东精密、日本五大综合商社之一的伊藤忠商事株式会社等。为此，"日本企业东莞行"活动专门设置了 新材料和高端装备、新能源汽车、新一代电子信息产业交流对接会，以及莞企出海拓市场供需对接会等 4个平行活动。 新材料和高端装备产业对接交流会聚焦中日新材料和高端装备产业的发展展开探讨。日东精密、理研汽 车等9家日本企业的代表和松山湖材料实验室、长盈精密、拓斯达科技等东莞本土科 ...

479只股公布截至6月10日最新股东户数，相比上期股东户数下降的有202只，降幅居前的是山水比德、 东山精密、国光连锁等。 投资者除了在定期报告中获得股东信息数据外，还可以在交易所互动平台上通过提问方式了解部分公司 更及时（每月10日、20日、月末）的股东户数信息。以往3期分别有964家、744家、676家公司在互动平 台透露了股东户数，截至发稿，共有479家公司公布了截至6月10日股东户数。 证券时报·数据宝统计显示，共有479只个股公布了6月10日股东户数，与上期（5月31日）相比，股东户 数下降的有202只。其中股东户数降幅超一成的有9只。 股东户数降幅最多的是山水比德，截至6月10日最新股东户数为4744户，较5月31日下降22.00%，筹码 集中以来该股累计下跌1.26%，累计换手率为28.74%，其间主力资金净流入3459.37万元。 其次是东山精密，截至6月10日最新股东户数为79831户，较5月31日下降17.81%，筹码集中以来该股累 计上涨11.68%，累计换手率为35.19%，其间主力资金净流出2.04亿元。 市场表现方面，最新一期筹码集中股6月1日以来平均上涨1.77%，涨幅居前的有涛 ...

今日（6月13日）市场主要指数集体低开，石油、贵金属等板块涨幅居前，影视院线、美容护理、游戏 等板块跌幅居前。 盘面上，油气开采及服务板块大涨，通源石油"20cm"涨停，贝肯能源、准油股份涨停，科力股份、潜 能恒信涨超10%。 贵金属板块大涨，西部黄金早盘触及涨停，晓程科技、恒邦股份、四川黄金等涨超5%。 港口航运板块走强，凤凰航运、国航远洋、中远海能、招商轮船等涨幅居前。 8股最新股东户数降逾一成 统计显示，共有435只个股公布了6月10日股东户数，与上期（5月31日）相比，股东户数下降的有184 只。其中股东户数降幅超一成的有8只。 股东户数降幅最多的是山水比德，截至6月10日最新股东户数为4744户，较5月31日下降22%；其次是东 山精密，截至6月10日最新股东户数为79831户，较5月31日下降17.81%。 | | | 最新筹码集中股排行榜 | | | | --- | --- | --- | --- | --- | | 代码 | 简称 | 最新 (6月 10日) 股东户 | 较5月31日 | 行业 | | | | 数(户) | 增减(%) | | | 300844 | 山水比德 | 4744 | ...

看好广东 日产中国负责人称加大投资 今年1-4月，广东对日本进出口总额1447亿元、同比增长5.36%，增长幅度高于广东省整体对外贸易的增 长幅度。同期，广东实际利用日本外资同比大幅增长超48%。粤日合作正迈入数字化、智能化新阶段， 为区域经济高质量发展注入强劲动能。 据了解，广东是中日合作最密切、中日贸易规模最大、日企在中国投资最大的省份之一，丰田、本田、 日产、松下、东芝、日立、三菱等一大批知名日企长期投资广东、深耕广东。 6月12日，广东省政府、广东省商务厅在广州举办"日本企业广东行"活动，吸引210家日本企业参加。活 动聚焦低空经济、人工智能、汽车、生物医药与健康、商贸服务等5大产业，举办了专题对接会。据 悉，本次"日企广东行"活动促成68个项目签约，总金额达1166亿元。 "诚挚欢迎各位企业家朋友选择广东，投资广东，深耕广东，'赚钱多、麻烦少、身体好'，是我们不变 的承诺。"广东省商务厅副厅长朱小军在招商环节呼吁道。 当前，广东正大力推进低空经济和人工智能的应用场景开发。广东省机器人协会执行会长任玉桐介绍， 广东拥有全球最大的机器人市场、最全的产业链和最强的制造基因，只要政策、资本、技术协同发力， ...

Group 1 - The event "Innovation Ecology: Linking the World" held in Cambridge focused on creating an open and collaborative innovation community between China and the UK through technology, capital, and services [1] - The initiative aims to develop sustainable, resilient, intelligent, and prosperous waterfronts in both countries, transforming urban waterfronts into ecological, economic, and cultural complexes [1][2] - The first batch of "Global Innovation Ecological Partners" was awarded, including the Bank of China London Branch and the Cambridge University Chinese Alumni Association, to enhance cross-border interaction and accelerate innovation [2] Group 2 - The initiative encourages expanding the waterfront community and promoting cross-border dialogue and business cooperation, particularly in modern services like commerce, finance, and technology [2] - Global waterfront areas are transitioning from "geographical boundaries" to "innovation hubs," serving as strategic spaces that link global supply chains and foster cultural creativity [3] - Shanghai is continuously enhancing its waterfront urban development strategy and promoting cultural exchanges through the expansion of its international network [3]

基金参与调研的公司中，按所属板块统计，深市主板公司有7家，创业板公司有11家，沪市主板公司有2 家，科创板公司有2家。所属行业来看，基金调研的公司共涉及11个行业，所属电子行业最多，有6家公 司上榜；医药生物、国防军工等紧随其后，分别有3家、3家公司上榜。 从基金调研公司的A股总市值统计，总市值在500亿元以上的共有2家，其中总市值超千亿元的有京东方 A等，总市值不足100亿元的有14家，分别是联环药业、迈普医学、佰奥智能等。 市场表现上，基金调研股中，近5日上涨的有15只，涨幅居前的有西测测试、楚天龙、博实结等，涨幅 为33.13%、22.89%、13.56%；下跌的有7只，跌幅居前的有迈普医学、古麒绒材、孩子王等，跌幅为 11.40%、10.37%、8.51%。 昨日基金共对22家公司进行调研，扎堆调研孩子王、东方电热、扬杰科技等。 证券时报·数据宝统计，6月10日共36家公司被机构调研，按调研机构类型看，基金参与22家公司的调研 活动，其中，5家以上基金扎堆调研公司共5家。孩子王最受关注，参与调研的基金达35家；东方电热、 扬杰科技等分别获17家、15家基金集体调研。 6月10日基金调研公司一览 | 代 ...

Core Insights - Langfang City aims to become a global modern commerce and logistics center, with a projected increase in the value added of its modern commerce and logistics industry to 94.88 billion yuan in 2024, representing a 9.2% year-on-year growth and accounting for 24.3% of the regional GDP, an increase of 6.8 percentage points from 2023 [1] Group 1: Infrastructure Development - Langfang is enhancing its logistics infrastructure by constructing key railway logistics hubs, including the Langfang Land Port Logistics Park and the Langfang Railway Logistics Hub, which are part of the Hebei Province's comprehensive freight hub development plan [2] - The city has successfully launched 12 international freight trains, establishing an international intermodal transport model that combines rail, cross-border road, and water transport [2] Group 2: Aviation Logistics - Langfang is developing a global aviation logistics hub by leveraging its unique advantages and attracting central enterprises like China Post to establish regional logistics hubs in the Beijing Daxing International Airport Economic Zone [3] - The city has signed contracts with various foreign trade enterprises and established a cross-border e-commerce center, facilitating trade with 113 countries and regions [3] Group 3: Transportation Optimization - The city is implementing 10 road network optimization projects, with an investment of 3.205 billion yuan, achieving a road freight turnover of 7.988 billion ton-kilometers, a year-on-year increase of 11.58%, ranking first in the province [4] - Langfang is also enhancing urban delivery logistics infrastructure by constructing public freight logistics hubs and logistics parks [4] Group 4: Industry Collaboration - The city is promoting the "Logistics + Agriculture" strategy, with 94 Taobao villages and 43 Taobao towns, achieving a total of 57.8314 million express deliveries of agricultural products [5] - Langfang is also advancing the "Logistics + Manufacturing" strategy, with 34 logistics equipment and parts companies generating 610 million yuan in revenue, a 25.6% year-on-year increase [6] Group 5: Policy and Environment - Langfang is focused on creating a favorable business environment by streamlining approval processes and enhancing land use efficiency, with a planned allocation of 2,121 acres for logistics and warehousing in 2024 [8] - The city has developed a comprehensive policy framework to reduce logistics costs, aiming to lower the ratio of total social logistics costs to GDP to 13% by 2027 [9] Group 6: Upcoming Events - The 2025 Langfang Economic and Trade Fair, themed around modern commerce and logistics, is scheduled to open on June 16, showcasing the city's vibrant image and commitment to logistics development [10]

Core Viewpoint - The recent release of the "Comprehensive Pilot Work Plan for Accelerating the Expansion of the Service Industry" aims to enhance the openness of the service sector, providing more choices for consumers and investors, and includes 155 pilot tasks across 11 provinces and cities, with 9 additional cities newly included in the pilot program [1][2][3]. Group 1: Expansion of Service Industry - The service industry has undergone significant upgrades and expansions since 2015, with a current focus on creating a more diverse and innovative institutional framework [2][3]. - The 11 pilot provinces and cities are expected to attract approximately 293.2 billion yuan in foreign investment in 2024, accounting for about half of the national total in the service sector [2]. - The plan emphasizes the need for a market-oriented, legal, and international business environment to facilitate foreign investment [2][4]. Group 2: New Pilot Cities and Tasks - The new pilot cities, including Dalian, Ningbo, and Xiamen, have been selected based on their strong service industry foundations and regional significance [3][4]. - The plan includes 155 pilot tasks that focus on innovation and adapting to local conditions, aiming to accelerate implementation and enhance the effectiveness of the pilot programs [5][6]. Group 3: Key Areas of Focus - The plan highlights the importance of aligning with high-standard international trade rules, such as the CPTPP and DEPA, to enhance China's commitment to opening up [4]. - Specific measures in the telecommunications sector include removing foreign ownership limits on certain services and promoting new business models [9]. - In the healthcare sector, initiatives include allowing foreign doctors to open clinics and optimizing the import inspection process for rare disease medications [8][9]. Group 4: Financial Sector Initiatives - The financial sector will see support for international factoring business and the development of cross-border fund operations in RMB [10]. - The plan aims to attract foreign insurance companies and funds to invest in green projects, enhancing the financial services industry's quality [10].

T a [ 行业研究|可选消费 证券研究报告 可选消费行业周报、月报 2025 年 06 月 09 日 b l [Table_Title] 孩子王拟收购丝域 65%股权，周六福通过港 e _ M 交所聆讯 ——美护商社行业周报 [Table_Summary] 报告要点： 市场表现 下游需求不及预期的风险，贸易摩擦的风险，地缘政治的风险，行业 竞争加剧的风险。 [Table_Invest] 推荐|维持 [Table_ 过去一年PicQuote 市场行情] -11% 0% 11% 22% 33% 6/11 9/9 12/8 3/8 6/6 可选消费 沪深300 ] 本周（2025.06.02-2025.06.06），申万商贸零售/社会服务/美容护理 分别 1.29%/2.09%/1.56%，在 31 个一级行业中排名第 15/9/13；同期 上证综指 1.13%，深证成指 1.42%，沪深 300 指数 0.88%。 细分子板块来看，本周商贸零售/社会服务/美容护理各大二级子板块 普涨。 旅游景区 / 饰 品 / 贸易行业涨幅居前，分别 +3.53%/+3.01%/+2.49%。 本周行业重点事件及资讯 （1）美 ...