中国经济网北京7月8日讯晶雪节能（301010）(301010.SZ)昨日晚间发布关于控股股东、实际控制人的 一致行动人减持计划实施完成的公告。公司近日收到常州市同德投资管理中心(有限合伙)(以下简称"同 德投资")计发来的《关于股份减持计划实施完成告知函》，本次股份减持计划已实施完成。 晶雪节能募集资金总额为2.11亿元，扣除发行费用后，募集资金净额为1.57亿元。晶雪节能最终募集资 金净额比原计划少1.93亿元。晶雪节能2021年6月11日披露的招股说明书显示，公司拟募集资金3.50亿 元，其中，2.50亿元拟用于节能保温板材，3990.80万元拟用于围护系统结构及新材料研发中心， 6000.00万元拟用于补充流动资金及偿还银行贷款。 晶雪节能上市发行费用为5419.25万元，其中保荐及承销费用3500.00万元。 | 股东 | 减持方式 | 股份来源 | 减持期间 | 减持均价 | 减持股数 | 减持比例 | | --- | --- | --- | --- | --- | --- | --- | | 名称 | | | | (元) | (股) | (%) | | | 集中竞价交易 | 公司首次 公开发行 ...

Group 1 - The market sentiment score has further declined, with the current score at -0.9 as of July 4, down from -0.65 the previous week, indicating a bearish outlook [1][3] - The trading volatility between industries has decreased, suggesting a lack of active capital and increased uncertainty in short-term sentiment [3][11] - The overall trading volume in the A-share market has shown a slight increase compared to the previous week, but the daily trading volume has been on a downward trend, with the lowest daily trading volume recorded at 1.33 trillion RMB on Thursday [5][8] Group 2 - The short-term trend scores for industries such as steel, construction materials, and basic chemicals have significantly increased, with construction materials showing a rise of 90.91% [23][24] - The banking, communication, media, and comprehensive sectors are identified as the top five industries with the strongest short-term trends [23] - The value style is currently dominant, with the model indicating a preference for large-cap stocks over growth stocks [23][24]

| 农林牧渔 | | | | 国投中鲁 | | | --- | --- | --- | --- | --- | --- | | 交通运输 | 0.03 | 156.13 | 19.29 | 物产中大 | 5.32 | | 银行 | -0.03 | 238.08 | -1.71 | 浦发银行 | -2.74 | | 公用事业 | -0.49 | 394.04 | 2.86 | 迪森股份 | -5.50 | 今日各行业表现（截至下午13:58） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 建筑材料 | 2.66 | 153.70 | 22.59 | 国际复材 | 20.00 | | 电子 | 2.64 | 1560.52 | 35.42 | N屹唐 | 144.38 | | 电力设备 | 2.33 | 1155.48 | 50.93 | 欣灵电气 | 20.01 | | 通信 | 2.18 | 570.91 | 21.02 | 天孚通信 | 12.19 | | 传媒 ...

Core Viewpoint - The A-share market showed positive performance today, with the Shanghai Composite Index rising by 0.58% and trading volume increasing by 13.14% compared to the previous trading day [1] Industry Performance - The construction materials, electronics, and electrical equipment sectors experienced the highest gains, with increases of 2.38%, 2.36%, and 2.28% respectively [1] - Conversely, the utilities, agriculture, forestry, animal husbandry, and transportation sectors faced the largest declines, with decreases of 0.54%, 0.15%, and 0.13% respectively [1] Trading Data - Total trading volume reached 704.97 billion shares, with a total transaction value of 8853.31 billion yuan [1] - Among individual stocks, 3918 stocks rose, including 55 hitting the daily limit up, while 1246 stocks fell, with 7 hitting the daily limit down [1] Leading Stocks - In the construction materials sector, "International Composite Materials" led with a gain of 20.00% [1] - In the electronics sector, "N Yi Tang" surged by 148.52%, marking the highest increase [1] - "Shouhang New Energy" in the electrical equipment sector also rose by 20.00% [1]

Market Overview - The market showed strong performance with all three major indices rising, particularly the ChiNext Index which surged by 2.25%, and over 3,900 stocks in the market increased in value, indicating heightened capital activity [1] Solar Energy Sector - The solar energy sector experienced significant gains with stocks like Shihang New Energy, Yijing Photovoltaic, and Tongwei Co. hitting the daily limit, driven by supportive policies from the Ministry of Industry and Information Technology aimed at promoting high-quality development in the solar industry [3] - New policies in regions like Yunnan are supporting the integration of solar manufacturing and power generation, leading to accelerated supply-side reforms and the exit of outdated production capacity, benefiting leading companies [3] - Technological innovations such as BC batteries and perovskite breakthroughs have greatly enhanced the competitiveness of solar companies [3] Computing Hardware Sector - The computing hardware sector saw notable performance with companies like Yihau New Materials and Xinyi Sheng reaching historical highs, driven by the explosive demand for AI computing power following the launch of NVIDIA's GB200 server [3] - The development of ASIC chips is accelerating, with expected shipments surpassing GPUs next year, which is a long-term positive for the entire computing supply chain [3] - Industrial Fulian, a leading global electronics manufacturer, is deeply tied to top clients like NVIDIA, showing strong performance in stock prices [3] Gaming Sector - The gaming sector also performed well, with companies like Ice Glacier Network and Giant Network seeing significant gains due to a substantial increase in the number of game licenses, reaching a 22-year high in June [4] - Supportive policies for the gaming industry are enhancing market expectations for profitability, while AI technology is improving development efficiency and user experience [4] Building Materials Sector - The building materials sector showed positive performance with companies like International Composite Materials and Shandong Fiberglass hitting the daily limit, driven by ongoing "anti-involution" policies aimed at improving industry fundamentals [4] - The central financial meeting emphasized the need to eliminate low-price disorderly competition, which is favorable for leading building material companies [4] Consumer Electronics and PCB Sectors - The consumer electronics sector benefited from increased tariffs on Vietnam by the U.S., highlighting the advantages of Chinese manufacturing, alongside domestic policies stimulating demand [4] - The PCB sector is experiencing growth due to surging demand for high-end products in AI servers and automotive electronics, with leading companies accelerating production [4] Underperforming Sectors - The banking sector saw declines, with major banks like Shanghai Pudong Development Bank dropping over 2%, attributed to tightening liquidity at month-end and institutional reallocation of funds [5] - The power sector also faced a pullback, influenced by changing demand expectations following high temperatures [5] - The insurance sector and controlled nuclear fusion sector underperformed due to regulatory impacts and previous overvaluation, respectively [5] Conclusion - Overall, the market displayed a clear structural trend with strong performances in solar, computing, and gaming sectors, while banking and power sectors lagged behind [5]

证券时报·数据宝统计，截至上午10:28，今日沪指涨0.19%，A股成交量476.57亿股，成交金额5976.22亿 元，比上一个交易日减少1.44%。个股方面，3188只个股上涨，其中涨停39只，1914只个股下跌，其中 跌停7只。从申万行业来看，电子、建筑材料、传媒等涨幅最大，涨幅分别为2.11%、1.67%、1.17%； 公用事业、钢铁、农林牧渔等跌幅最大，跌幅分别为0.95%、0.44%、0.42%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 今日各行业表现（截至上午10:28） （文章来源：证券时报网） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 电子 | 2.11 | 893.18 | 18.37 | N屹唐 | 144.38 | | 建筑材料 | 1.67 | 98.96 | 13.19 | 国际复材 | 20.00 | | 传媒 | 1.17 | 179.16 | -6.92 | 华媒控股 | 10.00 | | 通信 ...

Core Insights - The US equity financing market showed a recovery in the first half of the year, with total equity financing (including IPOs and refinancing) amounting to $95 billion, an increase of $12.7 billion or 15.46% compared to the same period last year [1] IPO Market Summary - A total of 198 companies successfully went public in the first half of the year, an increase of 84 companies year-on-year, raising $25.9 billion, which is a growth of 33.72% [1] - The Nasdaq led the IPO market with 157 companies listed, raising $17.632 billion, accounting for 68.05% of the total IPO market [1] - The New York Stock Exchange had 29 IPOs raising $8.179 billion, representing 31.57% of the total [1] - The American Stock Exchange (AMEX) had 12 IPOs with a total fundraising of $0.098 billion [1] Refinancing Market Summary - There were 429 refinancing events, a decrease of 17 events compared to last year, with a total refinancing amount of $69.1 billion, an increase of 9.83% [1] - The highest refinancing amount was from Charles Schwab, totaling $13.111 billion, followed by Keurig Dr Pepper at $4.903 billion and QXO at $4.222 billion [2] Notable Companies in IPOs - Venture Global, the second-largest LNG producer in the US, was the top IPO fundraiser with $1.75 billion [2] - CoreWeave and SailPoint Parent raised $1.5 billion and $1.38 billion, respectively, ranking second and third [2] - The top ten IPOs raised a total of $9.7 billion, accounting for 37.62% of the total IPO fundraising [2] SPAC Market Insights - The number of SPAC listings significantly increased, with 52 SPACs going public, up by 40 from the previous year, raising $9.4 billion, a substantial increase of 338.60% [2] Chinese Companies in the US Market - 40 Chinese companies went public in the US, primarily small and medium-sized enterprises, raising a total of $0.9 billion, a decrease of 61.12% year-on-year [3] - Only two companies, Bawang Tea and Ascentage Pharma, raised over $100 million, with amounts of $0.411 billion and $0.126 billion, respectively [3] Underwriting Performance - Cantor Fitzgerald led the IPO underwriting with $2.828 billion across 15 deals, followed by JPMorgan with $2.234 billion from 13 deals, and Goldman Sachs with $2.213 billion from 15 deals [3] - In refinancing, JPMorgan topped the list with $10.398 billion from 39 deals, followed by Goldman Sachs with $9.913 billion from 32 deals [3]

Group 1: Overall Market Performance - In the first half of the year, US equity financing saw a rebound, totaling $95 billion, an increase of $12.7 billion or 15.46% compared to the same period last year [1] - A total of 198 companies went public through IPOs, raising $25.9 billion, which is a 33.72% increase year-over-year [1] - There were 429 refinancing events, a decrease of 17 from the previous year, with a total refinancing amount of $69.1 billion, up 9.83% year-over-year [1] Group 2: Sector Performance - The non-bank financial sector led in financing, raising a total of $32.9 billion [1] - The software services sector ranked second with $9.7 billion raised [1] - The pharmaceutical and biotechnology sector came in third, raising $7.5 billion [1] Group 3: IPO Market Distribution - Nasdaq remained the leading market for IPOs with 157 companies listed, raising $17.632 billion, accounting for 68.05% of the total IPO market [1] - The New York Stock Exchange had 29 IPOs, raising $8.179 billion, which is 31.57% of the total [1] - The American Stock Exchange (AMEX) had 12 IPOs, raising $0.098 billion [1] Group 4: Top IPOs - Venture Global, the second-largest LNG producer in the US, was the top IPO fundraiser with $1.75 billion [2] - CoreWeave and SailPoint Parent followed with $1.5 billion and $1.38 billion, respectively [2] - The top ten IPOs raised a total of $9.7 billion, representing 37.62% of the total IPO fundraising [2] Group 5: SPAC Performance - The number of SPAC IPOs significantly increased, with 52 SPACs listed, up 40 from the previous year, raising $9.4 billion, a substantial increase of 338.60% [2] Group 6: Chinese Companies in the US Market - In the first half of the year, 40 Chinese companies went public in the US, raising only $0.9 billion, a decrease of 61.12% year-over-year [3] - Only two companies, Bawang Tea and Ascentage Pharma, raised over $100 million, with amounts of $0.411 billion and $0.126 billion, respectively [3] Group 7: Underwriting Performance - Cantor Fitzgerald led the IPO underwriting with $2.828 billion across 15 deals [3] - JPMorgan Chase followed with $2.234 billion from 13 deals, while Goldman Sachs was third with $2.213 billion from 15 deals [3] - In refinancing, JPMorgan Chase also led with $10.398 billion from 39 deals, followed closely by Goldman Sachs with $9.913 billion from 32 deals [3]

Group 1 - The report highlights the focus on "anti-involution" policies, which aim to reduce ineffective supply and promote industrial upgrades, shifting from total stimulus to targeted measures [3][13] - The A-share market experienced fluctuations with the CSI 300 index rising by 1.54% and the CSI 1000 index increasing by 0.56% during the week of June 30 to July 4, 2025 [12] - Traditional cyclical industries such as steel, coal, and construction materials led the market rally, influenced by the recent policy announcements [12][13] Group 2 - The deep-sea technology sector is identified as a multidisciplinary industry with potential for growth as policies are released, covering a wide range of activities from raw materials to deep-sea resource development [14] - The semiconductor sector is experiencing a shift with the easing of restrictions on EDA tool exports to China, highlighting the importance of domestic EDA tool development and the need for a complete industrial chain [14] - The launch of the Beijing Stock Exchange's specialized index reflects a growing focus on high-quality, specialized small and medium enterprises, which may enhance market activity [15][17] Group 3 - The report provides performance statistics for various equity fund indices, indicating that the medical stock fund index rose by 6.88% last week, while the growth stock fund index increased by 1.15% [18] - The active equity fund indices are categorized by investment style, with the balanced stock fund index showing a weekly increase of 1.85% and the value stock fund index rising by 0.56% [18] - The report emphasizes the importance of evaluating fund performance based on various metrics, including relative benchmark performance and overall competitiveness [30][31]

【环球网报道】美国政府近期对贸易伙伴滥施关税，持续引发关注。在此背景下，美国全国广播公司（NBC）6日在一篇报道中算了一笔账：受美政府关税 影响，在美国建一栋1800平方英尺（约167平方米）的房子，材料成本增加4405美元（1美元约合7.15元人民币）。 NBC称，该媒体模拟建造一栋1800平方英尺的房子，房子里面有3间卧室、两间浴室、1间洗衣房，客厅和厨房合并在一起。该媒体列出建房所需材料（包 括建筑围护、内外装修等方面的材料）及其数量，基于进口依赖度和加权平均关税税率来评估总价格受到的影响，并假设每项关税的全部成本都转嫁给了消 费者。 NBC称，该媒体还对美国联邦贸易委员会等机构的进口和调查数据进行了分析，以确定哪些贸易伙伴在建筑材料供应链中占主导地位。报道说，对于混凝 土等一些材料，可采购在美国国内生产的，但照明设备等严重依赖进口。 NBC补充称，美国目前对中国、墨西哥和加拿大征收高关税，建房成本大幅增加主要与从这3个国家进口材料有关。报道说，从中国进口材料使一栋房子的 材料成本增加1708美元，从加拿大和墨西哥进口材料使成本分别增加1300美元和981美元。 NBC在进行分析后称，原本建一栋1800 ...