中国上市公司协会5月12日公布的数据显示，截至5月7日，除公告延迟披露公司外，沪、深、北三家证 券交易所共5412家上市公司公布2024年年度报告。2024年全市场上市公司共实现营业收入71.98万亿 元，近六成公司实现营收正增长。其中，创业板、科创板公司总体营收增速领先，沪深主板公司净利润 指标保持韧性。 近日，多家上市公司举行业绩说明会，分析行业变化、解读公司生产经营情况，"剧透"全年发展动向。 不少上市公司表示，2025年将坚持全球化布局、数智化转型、多元化发展，增强企业核心竞争力。值得 一提的是，"人工智能"成为上市公司在阐述未来发展机遇时频频提到的热词。 解析行业前景 晶科能源董事长李仙德表示，公司对2025年全球光伏装机需求保持乐观，预计将实现10%以上的同比增 长，主要增量来自中东非、亚太等新兴市场。 天合光能董事长高纪凡表示，全球能源转型需求依然旺盛，尽管目前光伏产业链各个环节盈利能力承 压，但已经触及价格底部区间，终端需求持续释放。2025年全球的市场需求预计会保持一定增幅，新兴 市场增速料较快。 面对当前白酒行业的调整，贵州茅台高管在业绩说明会上表示，近两年白酒行业经历了从上升到调整、 无 ...

私募排排网最新统计数据显示，6月份，私募机构调研A股上市公司热情高涨。当月共有751家私募机构 参与调研，覆盖28个申万一级行业中的387家上市公司，合计调研次数达到1769次，展现出机构投资者 对A股市场的高度关注。 从行业分布来看，电子、医药生物、机械设备、计算机等行业成为私募机构调研的重点领域。其中，电 子行业以获私募机构调研275次位居榜首，涉及56家公司；医药生物行业紧随其后，获调研266次，覆盖 41家公司；机械设备、计算机行业分别获得调研234次和213次，位居第三位、第四位。 个股方面，6月份，医药生物行业的迈威生物以获得51次调研，成为6月份最受私募机构关注的上市公 司，吸引了包括上海高毅资产管理合伙企业（有限合伙）、深圳市中欧瑞博投资管理股份有限公司、上 海重阳投资管理股份有限公司等在内的多家知名百亿元级私募机构扎堆调研；电子行业的海光信息和计 算机行业的中科曙光并列第二，均获得39次私募机构调研；此外，进入私募机构调研热度前十榜单的上 市公司中，医药生物、电子、计算机三大行业各占两席，凸显出机构对这些赛道的高度关注。 整体来看，6月份共有85家私募机构的调研频次不少于5次。其中，管理规模 ...

本报记者 吴晓璐 受关注 今年以来，中国资产吸引了全球投资者的目光。截至7月2日，年内A股共有883家公司接待外资调研，其中，电子、医药生 物、机械设备行业公司较多，分别有142家、114家和104家。其中，深圳市汇川技术股份有限公司成为今年以来外资关注度最 高的上市公司，年内共迎来67轮调研，合计接待了485家次外资机构。深圳迈瑞生物医疗电子股份有限公司、澜起科技股份有 限公司分别获299家次、173家次外资调研。 中国经济较强的韧性，持续吸引外资关注，这从外资机构对A股上市公司的调研情况中可见一斑。据Wind资讯数据统计， 截至7月2日，今年以来，643家外资机构调研A股公司4835家次，其中，全球头部对冲基金Point72 Asset Management、高盛 （亚洲）证券有限公司调研均超百次。 电子、医药生物、机械设备行业是外资关注度较高的行业。从关注问题来看，今年以来，AI应用、人形机器人布局、创新 药研发、分红和并购计划等成为外资关注的热点话题。 电子、医药生物等领域 多方面因素叠加 中国资产吸引力提升 近日，多家国际投行上调中国经济增长预期。花旗将中国2025年GDP增长预期从4.7%上调至5 ...

爱迪特（秦皇岛）科技股份有限公司 章 程 二〇二五年七月 第一章 总则 第一条 为维护爱迪特（秦皇岛）科技股份有限公司（以下简称"公司"）、 股东、职工和债权人的合法权益，规范公司的组织和行为，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》）和其他有关规定，制定本章程。 第二条 公司系依照《公司法》和其他有关规定由原有限责任公司整体变更为 股份有限公司。公司现在秦皇岛市市场监督管理局注册登记，取得营业执照， 统一社会信用代码为91130300799573001U。 第三条 公司经深圳证券交易所（以下简称"深交所"）审核并经中国证 券监督管理委员会（以下简称"中国证监会"）于2023年11月17日同意注册， 首次向社会公众发行人民币普通股19,029,382股，于2024年6月26日在深交所 上市。 第四条 公司名称：爱迪特（秦皇岛）科技股份有限公司。英文名称：Aidite (Qinhuangdao) Technology Co., Ltd. 第五条 公司住所：秦皇岛市经济技术开发区都山路9号，经营场所：秦皇岛 市经济技术开发区天池路56号（一照多址）。 第六 ...

Group 1 - The company, Hangzhou Yongchuang Intelligent Equipment Co., Ltd., has issued convertible bonds with a total duration of 6 years, from August 4, 2022, to August 3, 2028 [2][3] - The bond has a tiered interest rate structure, starting at 0.30% in the first year and increasing to 2.50% in the sixth year [3][5] - The initial conversion price for the bonds is set at 14.07 CNY per share, which has been adjusted to 9.69 CNY per share following a cash dividend distribution [3][8] Group 2 - The company maintains a credit rating of AA- with a stable outlook, indicating a competitive position in the packaging machinery industry and positive revenue growth due to the recovery in the food and beverage sector [6][9] - The company faces challenges such as declining profitability, increased debt levels, and risks related to inventory and accounts receivable [6][9] - The bond trustee, Guotai Junan Securities, will continue to monitor the company's ability to meet its debt obligations and will communicate with the issuer regarding any significant matters affecting bondholders [9]

Group 1 - In June, nearly 800 listed companies in the A-share market were investigated by institutions, reflecting a strong interest in potential investment opportunities [2][5] - The average increase in stock prices for the companies that were investigated in June was 7.95%, outperforming the Shanghai Composite Index and Shenzhen Component Index [4] - Over 2300 listed companies were investigated by institutions in the first half of the year, with a focus on sectors such as electronics, biomedicine, machinery, and computers [5][6] Group 2 - Companies like Huichuan Technology and Jun Ding Da were among those receiving significant attention, with each being investigated 12 times in June [2][3] - Huichuan Technology highlighted the positive impact of national equipment renewal plans on its business, particularly in consumer-facing industries [2] - Jun Ding Da is focusing on the medical industry, reporting a revenue increase of nearly 300 million from this sector in 2024, although it remains in the early stages of market development [3] Group 3 - Bo Shi Jie, another company investigated multiple times, emphasized the application of AI algorithms in its products, particularly in smart transportation and security [4] - The first half of the year saw 170 companies investigated more than 10 times, with 37 companies investigated over 20 times, indicating a trend towards popular sectors like robotics and AI [6] - The average stock price increase for companies investigated in the first half of the year was 18.68%, significantly higher than the overall market performance [6]

来看机构调研情况。 刚刚过去的6月份，A股市场整体表现较好，上证指数和深证成指分别上涨2.90%和4.23%，机构调研活动 保持了较高的热度，当月合计有近800家上市公司接受机构调研。 而将时间拉长到今年上半年来看，机构合计调研了逾2300家上市公司，相关机构通过积极调研上市公司寻 找后市投资机会。 6月份机构调研近800家上市公司 据Wind统计口径，今年6月份，机构合计调研了近800家上市公司。 从调研次数上看，机构6月份对22家上市公司的调研次数达到5次以上，其中对汇川技术、骏鼎达、博实 结、大族激光等公司的调研次数均超过10次。 据Wind统计口径，机构在6月份调研汇川技术次数达12次，参与调研的机构涉及公募基金、券商、私募基 金等多种不同类型的机构，调研形式包括特定对象调研、路演活动、券商策略会等。在调研活动中，汇川 技术回复了多个方面的问题。比如对于国家提出的设备更新计划对公司业务带来的驱动情况，汇川技术表 示，国家设备更新计划有效刺激了家电、汽车等面向消费者（ToC）行业的市场需求。在面向企业 （ToB）的市场中，特别是高污染、高能耗行业，设备更新计划在央国企客户群体落地较多。国家推进绿 色化、 ...

Group 1 - The core viewpoint of the article highlights a significant increase in Germany's machinery and equipment manufacturing orders, driven by a surge in demand from the Eurozone, with a year-on-year growth of 9% in May [1] - Domestic orders in Germany grew by 2% year-on-year in May, while foreign orders saw a more substantial increase of 12%, indicating a strong recovery in the Eurozone [1] - The VDMA reported that cumulative orders for the first five months of 2025 increased by 3% year-on-year, with foreign business growing by 4% and domestic orders remaining stable [1] Group 2 - There is a notable divergence between domestic and foreign demand, with total machinery orders in Germany increasing by 2% year-on-year from March to May, but domestic orders declining by 1% while foreign orders grew by 4% [1] - VDMA's chief economist Johannes Gernandt emphasized that the low base from May of the previous year significantly contributed to the pronounced year-on-year growth, while global uncertainties continue to pose challenges for investment decisions [2] - Despite strong demand from the Eurozone, orders from non-Eurozone countries have been weak, with a reported decline of 4.4% in exports to the U.S. and a 12.2% drop in exports to China in the first quarter of 2025 [1][2]

Group 1 - A total of 4,397 listed companies received institutional research, with 1.29 million research activities conducted in the first half of the year, involving 139,900 institutions, an increase of 154 companies compared to the same period last year [2][3] - The mechanical equipment, electronics, and pharmaceutical biology sectors emerged as the primary focus areas for institutional research, with over 400 companies in each sector being investigated [3][4] - The mechanical equipment sector had the highest attention, with 509 companies researched 1,760 times, while the electronics and pharmaceutical biology sectors followed closely with 1,465 and 1,214 research activities, respectively [3][4] Group 2 - 汇川技术 (300124.SZ) was the most favored company, attracting 1,170 institutional research participants, while 美瑞医疗 (300760.SZ) also garnered significant attention with 643 institutions participating in its research [4][5] - The recent focus remains on technology and innovative pharmaceuticals, with companies like 怡合达 (301029.SZ), 乐鑫科技 (688018.SH), and 迈威生物-U (688062.SH) drawing over 200 institutional participants each [5] - Over 70% of the companies that received institutional research in the first half of the year saw their stock prices rise, with 117 stocks experiencing a doubling in price [6] Group 3 - The market is expected to maintain a high-level oscillation pattern, with institutional investors focusing on sectors with long-term industry trends and potential for profit improvement [6][7] - The pharmaceutical sector, particularly innovative drugs, is viewed as having strong certainty and potential for growth, with ongoing recovery in valuation and fundamentals [8] - Institutions are advised to differentiate between genuine innovations and misleading claims in the pharmaceutical sector, emphasizing the importance of companies' ability to deliver on their promises [8]

Core Viewpoint - Significant shareholding increases by major shareholders in listed companies reflect confidence in the market, with June 2025 seeing a record high in total share buybacks in the A-share market [1][2]. Group 1: Shareholder Buybacks - In June 2025, the total value of shares bought back by major shareholders in A-shares reached 104.83 billion yuan, the highest in nearly three years, significantly surpassing the 33.77 billion yuan in May and 69.85 billion yuan in the same month last year [2][4]. - The net buyback value in June was 49.72 billion yuan, marking the highest net buyback in nearly a year and nearly five times the second-highest month in the past year [4][5]. - A total of 211 listed companies had ongoing buyback plans, with the mechanical equipment sector leading with 17 companies, followed by public utilities and basic chemicals, each with 16 companies [5][6]. Group 2: Industry Performance - The industries with the most significant shareholder buybacks included mechanical equipment, public utilities, basic chemicals, pharmaceutical biology, and petroleum and petrochemicals [1][5]. - Notable companies with substantial buybacks included Tongfeng Electronics, Dahu Co., and China General Nuclear Power, with estimated buyback ratios leading the market [6][7]. Group 3: Individual Company Highlights - Copper Peak Electronics reported a 16.72% year-on-year increase in revenue for Q1 2025, with a net profit growth of 12.53% [8]. - Zhongman Petroleum saw a 15.51% increase in stock price in June, with its controlling shareholder planning to buy back shares worth 180 million to 360 million yuan [8]. - Debon Holdings experienced a significant drop of 22.08% in stock price despite a previous surge, indicating volatility in response to shareholder actions [9]. Group 4: New Buyback Plans - In June, 16 companies announced new buyback plans, with Huate Dain leading with a 3.70% buyback ratio, which was also the highest stock price increase among these companies at 17.47% [11][12]. - Qianhong Pharmaceutical's controlling shareholder completed a buyback of 1.72% of shares within a week of announcing the plan [12][13].