Group 1 - The company, Liangxin Co., Ltd. (SZ 002706), announced the completion of its share repurchase on July 29, 2025, having repurchased approximately 8.62 million shares, which accounts for 0.77% of the total share capital [2] - The highest repurchase price was 5.98 CNY per share, the lowest was 5.52 CNY per share, and the average repurchase price was 5.80 CNY per share, with a total expenditure of approximately 50.01 million CNY [2] - For the fiscal year 2024, the company's revenue composition was entirely from the industrial sector, with a 100.0% contribution [2]

意大利5月调整后工业销售年率 -1.8%，前值1.10%。 ...

国外 1. 瑞银：国际投资者对中国市场信心增强 瑞银全球金融市场部中国主管房东明表示，自去年九月中国宏观经济政策产生积极变化后，全球投资者 对中国资产的兴趣日益浓厚，包括A股和港股市场。他指出，港股相较于美元资产更具吸引力，投资者 可以从中国公司的基本面改善和估值回升中获益，港元汇率与美元挂钩也进一步推动了对港股的需求。 房东明认为，凭借市场深度和估值优势，A股表现有望追上港股。"我们一直强调，中国资产整体被国 际投资者低配的局面不会持续。"他指出。 2. 大摩：标普500指数明年年中目标上望7200点 国内 1. 华泰证券：预计美联储7月会议大概率按兵不动 华泰证券研报称，北京时间7月31日（周四）凌晨美联储将公布7月议息会议决定，虽然6月会议以来特 朗普多次施压鲍威尔降息，美联储内部也有委员要求7月降息，但考虑到就业市场整体超预期，且关税 未来将逐步传导至通胀，预计美联储7月会议大概率按兵不动；往前看，华泰证券认为，后续降息决策 取决于7—8月经济数据，维持就业市场走弱会促使美联储9—12月预防式降息2次的判断。 2. 国泰海通：解雇鲍威尔高难度、低收益、高风险，且可能性较低 国泰海通发表研报称，解雇鲍威 ...

证券日报网讯威唐工业（300707）7月29日在互动平台回答投资者提问时表示，上海奉贤工厂目前还在 建设期，初步预计今年将可以实现试生产。 ...

*ST海华（SH 600243，收盘价：3.32元）7月29日晚间发布公告称，在若羌源鑫能源有限公司（下 称："若羌源鑫"）股东全部权益价值为人民币827.66万元（评估基准日2025年5月31日）的基础上，青 海华鼎实业股份有限公司（下称"青海华鼎"或"公司"）控股子公司茫崖源鑫能源有限公司（下称："茫 崖源鑫"）拟与新疆庆源实业集团有限公司（下称："庆源实业"）签署《收购协议》，约定控股子公司 茫崖源鑫以现金（现金为上市公司增资茫崖源鑫的款项）422.1066万元取得庆源实业持有若羌源鑫51% 的股权。 2024年1至12月份，*ST海华的营业收入构成为：工业占比93.71%，天然气占比3.53%，其他占比 2.76%。 （文章来源：每日经济新闻） 因茫崖源鑫和若羌源鑫法定代表人均为郑建勋，本次收购若羌源鑫51%的股权构成关联交易，但不构成 《上市公司重大资产重组管理办法》规定的重大资产重组。 本次交易已经公司第八届董事会第二十三次会议审议通过，根据《公司章程》，本次交易无需提请公司 股东大会审议。 ...

Group 1 - The company is currently constructing its Shanghai Fengxian factory, which is expected to begin trial production by the end of this year [2]

Core Insights - The report indicates a decline in the economic performance of state-owned enterprises in China for the first half of 2025, with total operating revenue and total profit both experiencing year-on-year decreases [1] Revenue Performance - In the first half of 2025, the total operating revenue of state-owned enterprises was 4,074.959 billion yuan, reflecting a year-on-year decrease of 0.2% [1] Profit Performance - The total profit of state-owned enterprises for the same period was 218.253 billion yuan, showing a year-on-year decline of 3.1% [1] Tax Obligations - The tax obligations of state-owned enterprises amounted to 300.264 billion yuan in the first half of 2025, which is a year-on-year decrease of 0.8% [1] Debt Levels - As of the end of June 2025, the asset-liability ratio of state-owned enterprises stood at 65.2%, which is an increase of 0.3 percentage points compared to the previous year [1]

据南京发布，根据地区生产总值统一核算结果，上半年全市地区生产总值9179.18亿元，按不变价格计 算，同比增长5.3%。分产业看，第一产业增加值106.20亿元，同比增长3.5%；第二产业增加值2851.73 亿元，增长4.1%；第三产业增加值6221.25亿元，增长5.8%。上半年，全市规模以上工业增加值同比增 长6.2%。6月份，规模以上工业增加值同比增长7.6%。 ...

Economic Overview - The GDP of Tai'an City in Shandong Province grew by 6.2% year-on-year in the first half of the year, reaching 192.34 billion yuan [1] - The total retail sales of social consumer goods increased by 7.6% year-on-year [1] - The total output value of the construction industry rose by 5.7% year-on-year [1] Industry Performance - The agricultural, forestry, animal husbandry, and fishery sector achieved a total output value of 42.08 billion yuan, growing by 4.5% year-on-year [2] - The industrial production value for large-scale enterprises increased by 7.6% year-on-year, with manufacturing leading at 9.3% growth [2] - The construction industry completed a total output value of 61.03 billion yuan, with significant contributions from installation and construction projects [2] Service Sector Growth - The revenue of large-scale service enterprises reached 16.21 billion yuan from January to May, marking an 11.0% year-on-year increase [3] - Among the ten major service sectors, eight experienced positive revenue growth, with seven sectors achieving double-digit growth [3] Investment and Consumption - Fixed asset investment in Tai'an increased by 5.1% year-on-year, with industrial investment rising by 23.3% [4] - Social retail sales of consumer goods grew by 7.6%, with significant contributions from home appliances and food categories [4] Foreign Trade - The total import and export value reached 29.22 billion yuan, reflecting an 18% year-on-year increase, with exports growing by 27.9% [5] - New markets in Africa and Latin America contributed significantly to export growth [5] Financial Stability - The general public budget revenue was 16.62 billion yuan, up by 4.2% year-on-year, while expenditures increased by 5.0% [6] - By the end of June, the balance of deposits in financial institutions reached 738.91 billion yuan, growing by 10.5% [7] Energy Consumption - Total electricity consumption was 14.43 billion kWh, with industrial and service sectors showing growth of 2.0% and 4.9% respectively [7]

Group 1 - Oppenheimer raised its annual target for the S&P 500 index to 7100 points, the highest among Wall Street firms, indicating an 11% upside from the latest closing price [1] - The firm attributes its optimistic outlook to easing trade tensions and strong corporate earnings, having previously set the target at 5950 points [1] - A trade agreement was reached between the U.S. and the EU, imposing a 15% tariff on most European goods while the EU committed to purchasing $750 billion in U.S. energy products and investing $600 billion in the U.S. economy [1] Group 2 - Oppenheimer adjusted its earnings forecast for the S&P 500 index back to $275, previously lowered to $265 in April [2] - The firm remains bullish on U.S. stocks, particularly cyclical stocks, anticipating further price increases as inflation slows, and expects the Federal Reserve to maintain interest rates in its upcoming policy meeting [2]