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银行股,再创新高!是何原因?有何魔力?
券商中国· 2025-07-05 23:23
招商银行在这大市惨淡的4年时间中上涨了40%,其间出现10次以上月度跌幅超过5%的走势。就在上证指 数跌破千点关口之际,招商银行2005年5月的月度跌幅为8.6%。然而,市场给了有定力的投资者丰厚的回 报,2006年招商银行大涨180%,2007年再度上涨143%。 皖通高速在这4年熊市中的整体涨幅为223%,但其间曾四次月度跌幅超过7%。就在上证指数跌破千点之 际,皖通高速2005年5月的跌幅达到了12.4%,市场极度悲观,此后该股在底部盘整了近一年,并在2007年 的牛市中大涨超过60%。 福耀玻璃在这4年中股价几乎没有动,微幅上涨0.2%,但该股在2006年大涨180%,2007年再度大涨145%; 伊利股份在这4年当中微幅上涨10%,此后在2006年上涨140%,2007年再度上涨11%,但伊利股份的走势 并非一帆风顺,在2004年该股曾4次月度跌幅超过10%。 投资应以持股为主 从长期来说,上市公司是一个经济体最优秀企业的代表,其内在价值的增长远远跑赢债券和储蓄。多位成 功的价值投资者除了少数泡沫时期,均以长线持股为主。 A股价值投资大佬张尧的仓位管理法则是:基本满仓状态,除了少数极度泡沫时期;市场 ...
特朗普:这税非收不可!印度:中国行我也行,带头反击美国霸权
Sou Hu Cai Jing· 2025-07-05 11:33
距离美国关税宽限期结束还不到一星期之际,美国总统特朗普宣布:由于在美国规定的期限内,只有寥寥几个国家同美国达成共识,美国将从7月5号开始, 通过邮件致函的方式,每天向10到12国家通知美国单方面指定的关税税率。 在中美两国最新达成的贸易共识中,虽然中国承受的55%关税要远比越南高,但因为中国工业品普遍技术含量高、附加值高,当物美价廉的中国新能源汽车 冲击美国市场时,55%的关税作用有限。 并且美国还通过其它方式对中国进行了补偿,美国宣布会放宽对中国的乙烷以及半导体相关出口限制,这让眼下处于产业升级阶段的中国企业如鱼得水。 特朗普还强调,此次美国致函通知关税税率大致范围在10%到70%,比特朗普在宽限期之前制定的标准还高,按照特朗普的说法,这是为了给那些不配合美 国的国家一点教训。 可就在特朗普沉浸在自己的霸权美梦时,一个反对的声音贯彻入耳,这个声音的发起者不是拳头最硬的中国,而是嘴硬的印度。 面对关税,重拳出击 在特朗普发起此轮关税战之时,最先给美国下马威的国家是中国,中国凭借自身庞大的经济体量,以及超强的经济韧性,对来自美国的关税采取对等反制, 把特朗普打的跪地求饶,后面又通过稀土王牌让美国感受到被人拿捏的 ...
宁夏认定首批55个先进级智能工厂项目
Zhong Guo Xin Wen Wang· 2025-07-04 13:44
Core Insights - The National Energy Group Ningxia Coal Industry Co., Ltd. has 55 projects, including a 4 million tons/year coal-to-liquid intelligent factory, selected for the first batch of advanced intelligent factories in Ningxia for 2025 [1] - The Ministry of Industry and Information Technology and five other ministries launched a gradient cultivation action for intelligent factories in 2024, aiming to systematically promote the intelligent transformation and upgrading of the manufacturing industry [1][2] - Ningxia has a significant advantage in building data center industry clusters, being the only province with both "exchange center + hub node" dual centers, and has a strong foundation in cloud computing [1] Industry Development - Ningxia is implementing a tiered approach to cultivate intelligent factories, categorized into four levels: basic, advanced, excellent, and leading, with a focus on creating industry-leading demonstration intelligent factories [2] - The region encourages enterprises to transform their development concepts for intelligent factories, relying on digitalization, networking, and intelligence to upgrade key production processes and equipment [2] - As of now, Ningxia has recognized 198 basic-level and 55 advanced-level intelligent factories, with plans to enhance the cultivation of intelligent factories further [2]
超凡守护再启程,金领冠50°超凡守护公益行动走进贵州省镇宁县
Zhong Guo Shi Pin Wang· 2025-07-04 07:01
Core Viewpoint - The "Golden Crown 50° Extraordinary Guardian Public Welfare Action" aims to enhance maternal and infant health in China through donations and training, contributing to the establishment of a fertility-friendly society [1][4][11]. Group 1: Donation and Impact - The initiative donated over 1 million yuan worth of infant and maternal milk products to families in Zhenning County, Guizhou, benefiting local maternal and infant families [1][6]. - Since its launch in 2024, the program has donated over 6 million yuan in nutritional supplies, benefiting nearly 5,000 families across 21 counties in 7 provinces [4][11]. Group 2: Training and Support - The program included a training session for over 200 rural doctors on maternal and infant care, aimed at improving local healthcare services [6][8]. - The collaboration with the China Population Welfare Foundation and local health authorities emphasizes the importance of addressing real parenting needs [6][11]. Group 3: Brand Commitment and Initiatives - The company focuses on high-quality nutritional solutions and scientific feeding concepts to support maternal and infant health [9][11]. - The "16 billion yuan fertility subsidy plan" provides nutritional support and free products to eligible families, enhancing the overall parenting experience [11].
早盘直击 | 今日行情关注
申万宏源证券上海北京西路营业部· 2025-07-04 02:18
热点板块:展望 7 月 A 股,可能仍是事件驱动的主题性行情,但板块间将出现高低切换。6 月末创 新药和银行等热门板块出现震荡回调,但 TMT、先进制造等板块开始超跌反弹,虽然 7 月预计仍是事 件驱动的主题性行情,但板块高低切换却是大概率事件。1)促进消费扩大内需是 2025 年的重点任务, 虽然大消费方向年报和一季报表现相对平淡,但市场对后续政策对冲仍有期待,这将是 2025 年大消费 方向的重要看点。关注乳制品、IP 消费、休闲旅游、医美等基本面景气度较高的板块。2)机器人国产 化和走进老百姓生活依然是 2025 年比较确定的趋势,机器人产品将从人形机器人向四足机器人、功能 型机器人扩展。以此带来的传感器、控制器、灵巧手等板块的阶段性机会将会反复出现。7 月特斯拉将 公布财报,且市场预期特斯拉人形机器人版本有可能更新,或将成为机器人板块新催化剂。3)半导体 国产化仍是大势所趋,关注其中的半导体设备、晶圆制造、半导体材料、IC 设计等。4)军工板块 2025 年存在订单回升的预期,大部分军工子板块如地面装备、航空装备、军工电子等一季报已经出现触底迹 象。5)创新药经历了近 4 年的调整后逐步迎来收获期,自 ...
中信建投:奶源仍过剩上游延续去化,关注下游需求变化
news flash· 2025-07-04 00:19
Core Viewpoint - Short-term pressure on fresh milk prices is expected due to seasonal demand decline and increased milk production, but a balance in milk supply and demand is anticipated in Q3 2025, leading to potential recovery in dairy company profitability [1] Group 1: Supply and Demand Dynamics - Fresh milk prices are facing downward pressure as summer approaches, leading to a seasonal demand slump and a reduction in milk production due to increased cow prices [1] - Major dairy companies are optimizing their herd structure and inventory, while downstream players are enhancing deep processing of dairy products [1] - A balance in milk supply and demand is expected in Q3, with a stabilization of raw milk prices anticipated by 2025 [1] Group 2: Demand Trends - Demand for dairy products shows a preference for low-temperature products over room-temperature ones, indicating a potential for continued structural optimization within the dairy industry [1] - Local fertility subsidy policies are expected to have a positive impact on demand [1] Group 3: Channel Strategies - Dairy companies are increasing their presence in new retail channels such as membership supermarkets and instant retail [1] Group 4: Profitability Outlook - Leading dairy companies aim for stable yet reduced expense ratios this year, with expectations for improved profitability compared to the previous year [1]
7月核心荐股
Guoyuan Securities2· 2025-07-03 09:39
研究部 姓名:段静娴 SF C:BLO8 6 3 电话:0 7 5 5 - 2 1 5 1 9 1 6 6 E m a i l: d u a n j x @ g y z q . c o m . h k 证 券 研 究 报 告 请 务 必 阅 读 免 责 条 款 更新日期:2025-06-30 承上页 更新日期:2025-06-30 | 代码 | 名称 | 总市值 | 最新价 | 首次入选 | 入选日 收盘价 | 入选至今 涨跌幅 | | EPS(港元/美元) | | | PE | | PB | 核心推荐逻辑 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 亿港元 | 港元/美元 | 日期 | 港元/美元 | % | 2024 | 2025E | 2026E | 2024 | 2025E | 2026E | 2024 | | 分析师 | | | | | | | | | | | | | | | | 公司是一家专注于树脂眼镜片产品的服务商,拥有超过6 ...
南京市六合区市场监督管理局食品安全监督抽检信息公告(2025年第03期)
Zhong Guo Zhi Liang Xin Wen Wang· 2025-07-03 08:26
Overall Situation - The food safety supervision and sampling inspection conducted by the Liuhe District Market Supervision Administration involved 257 batches of food products, all of which were found to be compliant [2]. Product Categories - The inspected food categories included edible agricultural products, meat products, catering foods, and grain processing products [2]. Compliance Results - All 257 batches of food products tested were found to be qualified, indicating a 100% compliance rate in this inspection round [2].
菊乐股份董事长童恩文年近八旬、控股73%,外籍女婿高朝晖任总经理
Sou Hu Cai Jing· 2025-07-03 01:42
瑞财经 吴文婷6月30日,四川菊乐食品股份有限公司(以下简称"菊乐股份")北交所IPO申请获受理,保荐机构为中信建投证券股份有限公司,保荐代表 人为唐云、张钟伟,会计师事务所为信永中和会计师事务所(特殊普通合伙)。 菊乐股份的主营业务为含乳饮料及乳制品的研发、生产和销售。公司的主要产品包括含乳饮料、发酵乳、巴氏杀菌乳及灭菌乳等,能够满足不同群体、 不同场景对含乳饮料及乳制品的消费需求。 据招股书,2022年-2024年,菊乐股份实现营收分别为14.72亿元、15.62亿元、16.41亿元;归母净利润分别为1.72亿元、1.96亿元、2.32亿元。 | 项目 | 2024年12月31日 | 2023年12月31日 | 2022年12月31日 | | --- | --- | --- | --- | | | /2024年度 | /2023年度 | /2022年度 | | 资产总计(元) | 1.724.890.143.93 | 1.477.813.207.73 | 1.331.247.513.42 | | --- | --- | --- | --- | | 股东权益合计(元) | 1,180,207,940.12 ...
蒙牛乳业(02319.HK)连续9日回购,累计斥资4959.39万港元
Zheng Quan Shi Bao Wang· 2025-07-02 13:25
| 日期 | 回购股数(万股) | 回购最高价(港元) | 回购最低价(港元) | 回购金额(万港元) | | --- | --- | --- | --- | --- | | 2025.07.02 | 20.00 | 16.380 | 16.360 | 327.30 | | 2025.06.30 | 25.00 | 16.140 | 16.100 | 403.08 | | 2025.06.27 | 30.00 | 16.300 | 16.260 | 488.72 | | 2025.06.26 | 25.00 | 16.500 | 16.460 | 411.94 | | 2025.06.25 | 35.00 | 16.460 | 16.360 | 575.30 | | 2025.06.24 | 40.00 | 16.340 | 16.260 | 652.28 | | 2025.06.23 | 50.00 | 16.080 | 15.980 | 802.43 | | 2025.06.20 | 40.00 | 16.340 | 16.220 | 650.93 | | 2025.06.19 | 40.00 | 16. ...