消息面上，近期，多地启动新一轮消费券发放活动。如宁波市9月1日上午10时起，启动总额6000万元的 汽车消费券发放活动；济南市在同日零时启动下半年第三轮汽车消费补贴活动，并于上午10时发放下半 年第三轮零售和餐饮消费券。此外，多地已发布下一阶段消费券发放计划。如广东省将于9月12日启 动"金秋文旅消费季"惠民补贴活动，安排2000万元专项资金，面向广东本地居民、全国来粤游客及入境 游客发放文旅消费券。 零售板块4日盘中发力走高，截至发稿，汇嘉时代、国芳集团、步步高、友好集团等涨停，百大集团、 国光连锁等涨超5%。 （文章来源：证券时报网） ...

9月4日，欧亚集团涨7.86%，截至发稿，报15.23元/股，成交2.78亿元，换手率12.74%，总市值24.23亿 元。 资料显示，长春欧亚集团股份有限公司位于吉林省长春市飞跃路2686号，成立日期1992年8月20日，上 市日期1993年12月6日，公司主营业务涉及商业、租赁服务、工业生产及销售。主营业务收入构成为： 食品百货类45.39%，服饰妆品类28.25%，其他11.86%，家电类11.85%，家居家饰类2.65%。 从欧亚集团十大流通股东角度 王颖累计任职时间8年203天，现任基金资产总规模38.35亿元，任职期间最佳基金回报49.16%， 任职期 间最差基金回报-8.42%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 中信保诚多策略混合(LOF)A（165531）成立日期2017年6月16日，最新规模12.45亿。今年以来收益 34.49%，同类排名1664/8180；近一年收益68.39%，同类排名1195/7978；成立以来 ...

【零售股异动拉升 步步高等多股涨停】智通财经9月4日电，早盘零售股异动拉升，步步高、友好集 团、汇嘉时代涨停，三江购物、国芳集团、中百集团、友阿股份等跟涨。消息面上，近期多地启动新一 轮消费券发放：宁波市9月1日，启动总额6000万元的汽车消费券发放活动；济南市在同日启动下半年第 三轮汽车消费补贴活动，并于上午10时发放下半年第三轮零售和餐饮消费券。 转自：智通财经 ...

Core Viewpoint - Chengdu has become a significant hub for the "first launch economy," attracting various brands and innovative experiences to debut in the city [1] Group 1: Economic Impact - The Chengdu IFS-Taikoo Li business district is highlighted as a key location for brand launches, showcasing its importance in the retail landscape [1] - The influx of trendy brands and high-tech experiences indicates a growing consumer interest and spending power in Chengdu [1] Group 2: Brand Strategy - Numerous popular brands are choosing Chengdu for their first launches, suggesting a strategic focus on tapping into the local market's potential [1] - The phenomenon of "first launch economy" reflects a broader trend where brands seek to create buzz and attract attention through exclusive releases in key urban centers like Chengdu [1]

Group 1: Company Overview - Hanbell Precise Machinery - Hanbell Precise Machinery is a leading company in the compressor industry, benefiting from the high growth demand in downstream AIDC construction, with its magnetic levitation compressor products expected to see significant sales growth [2][25] - The company has achieved a compound annual growth rate (CAGR) of 17.1% in revenue from 2014 to 2024, with a projected net profit margin of 23.5% and a return on equity (ROE) of 21.77% in 2024, indicating strong operational health [3][28] - The company’s operating cash flow for the first half of 2025 was 410 million, accounting for 27.4% of its revenue, showcasing its strong cash flow generation capability [3][28] Group 2: Market Demand and Trends - The demand for magnetic levitation compressors is expanding due to the surge in data center construction driven by AI applications, with liquid cooling becoming the mainstream cooling technology [4][29] - The estimated market demand for magnetic levitation centrifugal compressors for 100,000 GB300 cabinets is approximately 14.3 billion, highlighting the significant market potential [4][29] - Hanbell is positioned as a leader in the magnetic levitation compressor market, accelerating the import substitution process in the data center cooling market, with production capacity established in multiple regions including Shanghai, Taiwan, Vietnam, the US, and Europe [4][29] Group 3: Industry Insights - Wholesale and Retail - The wholesale and retail industry is expected to benefit from rising gold prices, with the gold and jewelry sector showing low valuations and strong domestic demand support [6][7] - The anticipated increase in gold prices is expected to enhance the sales elasticity of gold jewelry brands, particularly those with a high proportion of sales from investment gold [7][8] - The industry is projected to see a steady net increase in channel expansion despite market challenges, with brands that focus on investment gold and high-value products likely to outperform [7][8] Group 4: Industry Insights - Military Industry - The military industry is experiencing high prosperity, as demonstrated by the recent military parade showcasing new equipment, reflecting China's military technology innovation and strategic deterrence capabilities [11][12] - The focus on modernizing military equipment is expected to drive long-term growth in the military sector, with increased defense spending anticipated due to rising geopolitical tensions [13][21] - Key military companies are expected to benefit from this trend, with recommendations for investment in companies such as AVIC and North Navigation [13][21] Group 5: Overseas Strategy Insights - The current AH premium level has potential downward space, primarily driven by traditional industries, with real estate and banking sectors still having room for premium contraction [10][18] - Emerging industries like semiconductors and hardware are also expected to see a gradual narrowing of AH premiums, indicating a shift in market dynamics [10][18]

投资者提问：国家8月份发布了服务业经营主体贷款贴息政策，从2025年3月16日起签订的符合条件的贷 款合同可享受贴息 ，公司作为大型零售企业，想必在运营中存在一定的贷款情况。想了解一下这一政 策是否可以帮助公司减少运营成本？ 证券之星消息，武商集团(000501)09月03日在投资者关系平台上答复投资者关心的问题。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 武商集团回复：公司持续关注政府具体政策和银行细则政策出台，积极推进贴息政策应用于公司业务。 感谢您的关注！ ...

当地时间9月3日，美股三大指数表现分化，道指收盘跌0.05%，纳指涨1.02%，标普500指数涨0.51%。 美联储发布重磅数据 当地时间9月3日，美联储发布最新一期褐皮书。其中显示，各地区均出现价格上涨，其中10个辖区报告为"温和或轻微"的通胀，另外两个则出现"强劲的 投入价格增长"。 褐皮书指出，美联储各辖区反馈，由于许多家庭的工资未能跟上物价上涨，消费者支出持平或下降。 美国消费者新闻与商业频道（CNBC）称，美国联邦法院就谷歌案做出裁决后，标普500指数周三上涨，该反垄断案强化了人们对科技巨头能够抵御监管 威胁的乐观情绪。 大型科技股普遍上涨，谷歌涨超9%，股价创历史新高。消息面上，美国联邦法官近期裁定谷歌可以保留其Chrome浏览器，但不得与其达成独家搜索协 议，且必须共享其搜索数据。这意味着美国法院不会强迫谷歌出售其Chrome浏览器或Android系统。另外，苹果涨超3%，特斯拉涨超1%，亚马逊、脸 书、微软小幅上涨，英伟达小幅下跌。 康宝浓汤涨超7%，德康医疗涨超6%，西部数据涨近5%，卡夫亨氏、希捷科技涨超3%，高乐氏、挪威游轮控股、戴尔科技涨超2%，沃尔玛、芝加哥交易 所集团、美联航、博通 ...

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 昨夜今晨 【苹果首款折叠iPhone，明年出货量或达1000万台】 据界面新闻9月3日消息，据天风国际证券分析师郭明錤透露，苹果计划于2026年推出其首款可折叠iPhone，并 计划于2028年跟进发布可折叠iPad。两款可折叠设备均采用超薄玻璃盖板解决方案，由康宁公司独家供应玻璃 材料。 郭明錤预测，2026年折叠iPhone出货量将达800-1000万台，2027年有望增长至2500万台。郭明錤认为，折叠 iPad的定价策略将更为高端，在展开状态下将提供18至20英寸的显示面积，折叠后则保持便携形态。这将成为 苹果有史以来最大的移动设备屏幕，因此销量预期较为保守。 【特朗普政府冻结哈佛大学超20亿资金被裁定非法】 据财联社9月4日电，美国法官裁定特朗普政府冻结哈佛大学超过20亿美元联邦资助的行为系非法。法官表示， 特朗普政府在4月份暂停了哈佛大学一系列研究经费，没有遵循正当程序，且侵犯了哈佛大学的言论自由权。 今年4月，特朗普政府以哈佛大学未充分解决校园反犹太主义问题为由，削减其逾20亿美元联邦资助。数月以 来，特朗普 ...

Core Viewpoint - The company has provided a guarantee of 89 million yuan for its subsidiary, JiuRong YuRun Central Shopping Plaza Co., Ltd, to support its operational financing needs, which is within the approved limit from previous shareholder meetings [2][3]. Group 1: Guarantee Details - The maximum guarantee amount approved for JiuRong YuRun is 250 million yuan, with a duration of ten years, allowing for revolving use within this limit [2]. - The company has provided a guarantee for a syndicated loan of 89 million yuan from several rural commercial banks in Jiangsu [2][5]. - The guarantee is structured as a joint liability guarantee, with the final term to be determined by the relevant agreements [5]. Group 2: Necessity and Reasonableness of the Guarantee - The company believes that providing guarantees for its subsidiaries is beneficial for creating a resource-sharing financing platform, supporting the operational and developmental needs of the subsidiary [6][7]. - The risks associated with this guarantee are considered controllable and will not adversely affect the company [6][7]. Group 3: Cumulative Guarantee Situation - As of August 31, 2025, the company has cumulative external guarantees amounting to 1.7047599 billion yuan, which represents 71.25% of the latest audited net assets [8]. - Of this total, 1.7042099 billion yuan is for guarantees provided to subsidiaries, while the subsidiaries have provided guarantees totaling 55,000 yuan [8]. - The company has a cumulative overdue guarantee amount of 55,000 yuan, related to a guarantee provided by a subsidiary prior to the acquisition of its shares [8].

美国劳动力市场出现进一步降温迹象。智通财经APP获悉，美国劳工统计局(BLS)周三公布的最新数据 显示，7月美国职位空缺降至718万个，创下近10个月新低。这一结果逊于外媒调查经济学家的预期中值 738万个，显示企业在招聘方面更加谨慎，反映出在政策不确定性加剧的背景下，劳动力需求逐步减 弱。 从行业分布来看，医疗保健、零售贸易以及休闲和酒店业是7月职位空缺减少的主要来源。其中，作为 今年推动就业增长主力的医疗保健领域职位空缺降至2021年以来的最低水平。Renaissance Macro Research首席经济研究员Neil Dutta指出："职位空缺的下降主要集中在医疗及社会援助，以及州和地方 政府部门。这些行业通常不随经济周期波动，是近期支撑就业增长的关键领域。如果这些'非周期性'部 门需求减弱，整体就业增长将面临显著压力。" 受此影响，美国国债收益率在数据公布后下滑，标普500指数则维持涨势。 职位空缺下滑表明企业在招聘决策上更加审慎。桑坦德美国资本市场首席经济学家Stanley表示："企业 目前处于观望状态，许多原本计划中的招聘被搁置，主要是等待政策前景，尤其是关税政策更加明 朗。"近期，美国总统特 ...