"下一步市政协会继续做好强信心、聚民心、暖人心、筑同心工作，结合助企行动，开展委员送法 助企远航系列活动，为巴彦淖尔市优化营商环境，助力企业做大做强贡献政协智慧和力量。"陈改雁介 绍。 这家农牧业专业合作社在成立之初，曾因不熟悉土地承包法规和流转程序，差点耽误春耕。关键时 刻，向市政协社会科学和社会保障界委员工作站求助。 工作站迅速行动，组织政协委员联合农牧、林草等部门召开专题座谈会，就土地流转法律问题和审 批程序提供专业指导，最终帮助合作社顺利完成5000余亩土地流转。 截至目前，巴彦淖尔市政协社会科学和社会保障界委员工作站聚焦土地流转、购销合同纠纷、产权 办理等企业需求，已为15家企业提供土地流转、合同纠纷调解、产权办理等法律服务。同时，将服务中 发现的问题转化为提案和社情民意信息20余件，充分发挥政协智库作用，搭建政企沟通桥梁，暖人心。 近期，巴彦淖尔市政协社会和法制委员会与相关单位共同推出企业法律服务专场直播。直播中，专 业律师围绕合同纠纷、知识产权保护、劳动用工合规等企业关注度较高的法律问题，结合典型案例，深 入浅出地剖析法律要点，为企业提供可操作性强的法律建议。同时，线上解读企业合规经营政策、法规 ...

国泰海通证券认为，1)股市贴现率进入向下走廊，继续看好中国A/H股市。2)货币先行明确支持经济立 场，股市风险溢价下降。3)推动资本市场改革，投资中国股市的机会成本下降，无风险利率降低。4)中 国股市升势远未结束，新兴科技是主线，金融周期是黑马。在外需压力验证的关键时间窗口，决策层再 度明确扭转经济形势与支持资本市场的决心，中国政策的连续性将稳定风险前景。 中原证券认为，周三A股市场高开低走、小幅震荡上行，盘中航天航空、农牧饲渔、交运设备以及贵金 属等行业表现较好；游戏、互联网服务、半导体以及文化传媒等行业表现较弱。政策重心转向扩大内 需，本月重点关注财政政策落地及消费刺激措施。央行释放宽松信号，汇金增持托底市场，融资余额有 望回升，ETF资金持续流入提供流动性支撑。预计短期市场以稳步震荡上行为主，市场或延续政策与业 绩双轮驱动的结构性行情，投资者需平衡防御与成长，聚焦业绩确定性高、政策催化明确的板块，同时 警惕外部风险引发的短期波动。 财信证券认为，周三大盘高开后震荡，多数个股冲高回落，反映出当前位置压力较大，不过周三全天市 场的承接动能相对较好，特别是尾盘阶段大盘再度上涨，反映出资金仍具备一定信心。短期内 ...

| 名称 | 最新点位 | 、涨跌幅 | | --- | --- | --- | | 上证指数 | 3342.67 | +26.56(0.8%) | | 深证指数 | 10104.13 | +21.79(0.22%) | | 创业板指 | 1996.51 | +10.1(0.51%) | | | 日期:5月7日 制图:21投资通 | | | 名标 | 报价 | 涨跌幅 | | --- | --- | --- | | 道琼斯 | 41113.97 | 2 0.7% | | 纳斯达克 | > 17738.16 | 0.27% | | 标普500 | 5631.28 | 0 43% | | 富时100 | 8559.33 | -0.44% | | COMEX黄金 | 3376.50 | 9-1.35% | | WTI原油 | 58.07 | -1.73% | | 美元指数 | 99.87 | -0.01% | | 美元离岸人民币 | 7.23 | 0.01% | | | 注:美元指数、汇率为最新价,数据截至北京时间6:30,其它为收盘价 制图:21投资通 | | 重磅资讯①美联储维持联邦基金利率目标区间不变 据新华 ...

Core Viewpoint - The Chinese government is implementing a comprehensive set of monetary policies to stabilize the economy and promote high-quality development in response to external uncertainties [1][2][12]. Monetary Policy Measures - The People's Bank of China (PBOC) announced 10 measures to enhance macroeconomic control, including a 0.5% reduction in the reserve requirement ratio, expected to provide approximately 1 trillion yuan in long-term liquidity [4]. - The PBOC will lower the policy interest rate by 0.1%, bringing the 7-day reverse repurchase rate down from 1.5% to 1.4%, which is anticipated to lead to a similar decrease in the Loan Prime Rate (LPR) [4]. - A 0.25% reduction in the interest rates of structural monetary policy tools will be implemented, affecting various special structural tools and re-lending rates [4]. - The personal housing provident fund loan rate will be reduced by 0.25%, with the five-year and above first home loan rate decreasing from 2.85% to 2.6% [4]. - An increase in the re-lending quota for technological innovation and technical transformation from 500 billion yuan to 800 billion yuan will support the implementation of new policies [5]. Financial Regulatory Policies - The National Financial Regulatory Administration announced eight incremental policies to enhance the effectiveness of existing policies and support economic recovery [6]. - New financing systems will be introduced to stabilize the real estate market and expand the long-term investment pilot scope for insurance funds [7][8]. - Policies will be developed to support small and private enterprises, as well as to assist businesses affected by tariffs [9][10]. Capital Market Support - The China Securities Regulatory Commission (CSRC) is set to introduce a package of financial policies to stabilize the capital market and enhance investor confidence [12]. - Reforms in public funds will focus on aligning the interests of fund companies with investors, including a performance-based fee structure [12][13]. - The CSRC will revise regulations to support mergers and acquisitions, enhancing the capacity for innovation and risk management in listed companies [13]. Market Performance - On May 7, the A-share market saw all three major indices rise, with the Shanghai Composite Index increasing by 0.80% to 3342.67 points [14]. - Approximately 3300 stocks rose, with significant gains in sectors such as aerospace, shipbuilding, and agriculture [15]. - Analysts suggest that the newly announced financial policies are expected to boost market liquidity and support the transition to high-quality economic development [15].

分析师：张刚 登记编码：S0730511010001 zhanggang@ccnew.com 021-50586990 防御行业走强 A 股震荡上行 ——市场分析 相关报告 《市场分析：成长行业领涨 沪指突破 3300 点》 2025-05-06 《市场分析：成长行业领涨 A 股小幅整理》 2025-04-30 《市场分析：汽车互联网行业领涨 A 股震荡 整固》 2025-04-29 联系人： 李智 风险提示：海外超预期衰退，影响国内经济复苏进程；国内政 策及经济复苏进度不及预期；宏观经济超预期扰动；政策超预期 变化；国际关系变化带来经济环境变化；海外宏观流动性超预期 收紧；海外波动加剧。 本报告版权属于中原证券股份有限公司 www.ccnew.com 请阅读最后一页各项声明 第1页 / 共7页 11784 电话： 0371-65585629 证券研究报告-市场分析 发布日期：2025 年 05 月 07 日 投资要点： ◼ A 股市场综述 周三（05 月 07 日）A 股市场高开低走、小幅震荡上行，早盘股指高 开后震荡回落，盘中沪指在 3328 点附近获得支撑，午后股指维持震 荡，尾盘再度回升，盘中航天航空 ...

Group 1 - The core viewpoint of the articles highlights the financial performance and market position of Shennong Group, indicating a significant increase in net profit and a relatively low PE ratio compared to the industry average [1][2] - As of the first quarter of 2025, Shennong Group reported a revenue of 1.472 billion yuan, representing a year-on-year increase of 35.97%, and a net profit of 229 million yuan, showing a remarkable year-on-year growth of 6510.85% [2] - The company's rolling PE ratio stands at 16.97, which is significantly lower than the industry average of 41.95 and the industry median of 40.47, placing Shennong Group at the 34th position in the industry ranking [1][2] Group 2 - Shennong Group's main business activities include feed processing and sales, pig farming and sales, pig slaughtering, and fresh pork food sales, along with food deep processing and sales [1] - The company's primary products consist of feed, live pigs (including commercial pigs, piglets, and breeding pigs), fresh pork (mainly whole pork), and pork by-products (such as pig heads and internal organs), as well as processed pork products [1] - As of the first quarter of 2025, a total of 12 institutions hold shares in Shennong Group, including 10 funds, 1 social security fund, and 1 other entity, with a total holding of 59.481 million shares valued at 1.689 billion yuan [1]

金十图示：2025年05月07日（周三）富时中国A50指数成分股今日收盘行情一览：45股收涨，银行、保险、原油等多板块收高， 比亚迪微跌，消费电子板块走弱 +0.09(+1.26%) +0.10(+2.65%) +0.09(+1.76%) 保险 中国太保 中国平安 中国人保 0 3250.46亿市值 3011.17亿市值 9320.00亿市值 12.44亿成交额 21.57亿成交额 4.93亿成交额 31.30 7.35 51.18 +0.88(+2.89%) +0.38(+0.75%) +0.09(+1.24%) 酸酒行业 贵州茅台 山西汾酒 五粮液 5045.70亿市值 19533.88亿市值 2492.02亿市值 42.75亿成交额 7.74亿成交额 19.91亿成交额 1555.00 129.99 204.27 +0.50(+0.39%) +4.80(+0.31%) -0.07(-0.03%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 3009.99亿市值 2394.71亿市值 3505.10亿市值 22.29亿成交额 46.15亿成交额 19.10亿成交额 448.30 150.80 72 ...

美国政府近期实施的关税政策引起拉美国家的普遍担忧和强烈反对。一场由巴西农牧业联合会主办的农 业问题研讨会当地时间6日在巴西最大城市圣保罗举行。会议聚焦全球贸易变化下的巴西农业发展机遇 与挑战。与会专家学者们表示，美国前所未有的贸易保护主义行为令人费解，在不确定性增加的情况 下，世界各国之间更应大力加强农产品贸易合作。(央视新闻) ...

金十图示：2025年05月07日（周三）富时中国A50指数成分股午盘收盘行情一览：大范围飘红，上涨家数45家，下跌家数5家， 银行板块全线走高，中国太保涨2.3%，寒武纪涨2.7%，北方华创跌1.94% @ JIN10.COM 金十数据 | 一个交易工具 中国中车 国电南瑞 d a chic 2037.62亿市值 1808.02亿市值 3.14亿成交额 4.78亿成交额 7.10 22.51 +0.05(+0.71%) +0.19(+0.85%) +0.05(+0.98%) +0.05(+0.70%) +0.09(+2.39%) 保险 中国太保 中国平安 中国人保 叫 3223.93亿市值 2993.85亿市值 9316.36亿市值 7.26亿成交额 14.55亿成交额 3.26亿成交额 7.29 31.12 51.16 +0.70(+2.30%) +0.36(+0.71%) +0.03(+0.41%) 酸酒行业 贵州茅台 山西汾酒 五粮液 19519.43亿市值 2494.83亿市值 5047.64亿市值 25.26亿成交额 5.02亿成交额 14.08亿成交额 1553.85 130.04 204.50 ...

●65个项目涵盖清洁能源、文化旅游、重大基础设施、特色产业等领域 ●10亿元以上项目达25个，超三分之一 4月30日，国资国企托底性帮扶甘孜州县域项目集中签约活动在甘孜州泸定县举行，40多家国资国 企负责人齐聚会场。签约活动结束，留在甘孜的是65个项目，总金额超1500亿元。 2023年8月起，省委、省政府组织开展39个欠发达县域托底性帮扶工作。省国资委建立健全国 企"1+1帮1"机制，以产业帮扶为主攻方向，组织在川央企和地方国企对39个欠发达县域开展结对帮扶。 39个欠发达县域，有12个在甘孜。在欠发达县域最多的市（州），国资国企负责人齐聚签约，有什 么亮点值得关注？ 亮点一：矩阵式帮扶再出击 4月30日，成都交投航空投资集团有限公司董事长兼总经理吴晓早早来到集中签约现场。让他感到 激动的，是即将"飞"进高原山区的低空经济——成都交投航空投资集团与甘孜州交通和城乡建设投资集 团签订合作协议，共同出资成立甘孜州低空飞行运营服务有限公司，打造全省首个高原低空经济综合服 务平台。 去年5月28日，巴中县域项目集中签约活动举行；5个多月后，阿坝州县域项目集中签约仪式举行。 进入托底性帮扶工作关键之年，首场集中签约活 ...