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金十图示:2025年07月04日(周五)富时中国A50指数成分股今日收盘行情一览:银行、白酒、半导体、物流等板块走高,有色金属、化学制药等走弱,比亚迪跌超1%
news flash· 2025-07-04 07:04
Market Overview - The FTSE China A50 Index components showed a mixed performance with banking, liquor, semiconductor, and logistics sectors rising, while non-ferrous metals and chemical pharmaceuticals sectors weakened [1] - BYD's stock price fell over 1% [1] Sector Performance Banking Sector - Major banks like China Pacific Insurance, Ping An Insurance, and China Life Insurance reported market capitalizations of 382.98 billion, 357.30 billion, and 1,030.15 billion respectively, with trading volumes of 9.81 million, 36.96 million, and 7.85 million [3] Liquor Industry - Key players such as Kweichow Moutai, Shanxi Fenjiu, and Wuliangye had market capitalizations of 1,786.59 billion, 214.35 billion, and 467.31 billion respectively, with trading volumes of 40.87 million, 10.51 million, and 20.49 million [3] Semiconductor Sector - Companies like Northern Huachuang, Cambricon Technologies, and Haiguang Information had market capitalizations of 241.84 billion, 229.03 billion, and 315.09 billion respectively, with trading volumes of 24.36 million, 31.12 million, and 15.15 million [3] Automotive Sector - BYD, Great Wall Motors, and Beijing-Shanghai High-Speed Railway had market capitalizations of 1,818.73 billion, 186.84 billion, and 278.88 billion respectively, with trading volumes of 34.54 million, 4.39 million, and 5.94 million [3] Oil Industry - China Petroleum, Sinopec, and COSCO Shipping had market capitalizations of 239.78 billion, 688.67 billion, and 1,573.98 billion respectively, with trading volumes of 8.63 million, 6.43 million, and 7.64 million [3] Coal Industry - Major companies like China Shenhua and Shaanxi Coal and Chemical Industry had market capitalizations of 187.79 billion and 815.60 billion respectively, with trading volumes of 12.39 million and 6.45 million [3] Power Industry - Key players such as Yangtze Power and China Nuclear Power had market capitalizations of 360.33 billion and 737.96 billion respectively, with trading volumes of 20.49 million and 8.29 million [4] Food and Beverage Sector - Companies like Citic Securities, Guotai Junan, and Haitian Flavoring had market capitalizations of 409.94 billion, 340.96 billion, and 226.93 billion respectively, with trading volumes of 28.30 million, 3.94 million, and 16.84 million [4] Consumer Electronics - Industrial Fulian, Luxshare Precision, and Gree Electric Appliances had market capitalizations of 472.85 billion, 255.90 billion, and 242.55 billion respectively, with trading volumes of 30.57 million, 77.50 million, and 25.48 million [4] Chemical Products - Companies like Wanhua Chemical and SF Holding had market capitalizations of 239.20 billion and 271.34 billion respectively, with trading volumes of 12.28 million and 8.32 million [4] Construction and Engineering - China State Construction and Zijin Mining had market capitalizations of 532.88 billion and 166.95 billion respectively, with trading volumes of 27.26 million and 8.53 million [4]
供给侧产能调整,?猪期货反弹
Zhong Xin Qi Huo· 2025-07-04 07:03
投资咨询业务资格:证监许可【2012】669号 中信期货研究|农业策略⽇报 2025-7-4 供给侧产能调整,⽣猪期货反弹 油脂:昨日震荡分化,继续关注美国生柴政策变化 蛋⽩粕:冲高回落,延续震荡 ⽟⽶/淀粉:盘面维持弱势,现货趋稳 ⽣猪:供给侧产能调整,生猪期货反弹 橡㬵胶价依旧跟随商品波动 合成橡㬵:原料偏弱拖拽盘面走低 纸浆:期货反弹延续,现货依旧未跟随 棉花:库存偏低,棉价存支撑 ⽩糖:外盘持续走弱,内外价差走扩 原⽊:供需两弱,震荡运行 【异动品种】 ⽣猪观点:供给侧产能调整,⽣猪期货反弹 信息: (1)现货价格:7月3日,河南生猪(外三元)价格15.3元/千克,环比变 化-0.26%。 (2)期货价格:7月3日,生猪期货收盘价(活跃合约)14370元/吨,环比 变化0.21%。 主要逻辑:近期受产业供给侧改革预期影响,生猪盘面反弹。(1)情绪 上,宏观氛围偏乐观。7月1日上午,据中央财经委员会第六次会议强 调,"引导企业提升产品品质,推动落后产能有序退出"。生猪产业当前 供给过剩,落后产能出清或给行业带来向好预期。(2)现货市场偏强, 基本面与宏观情绪形成共振。首先,今年年初的仔猪腹泻扰动略高于去 ...
关注能源上游价格波动
Hua Tai Qi Huo· 2025-07-04 06:31
行业总览 上游:1)能源:昨日国际油价同比回升,近期处震荡趋势。2)农业:鸡蛋价格维持回落。 宏观日报 | 2025-07-04 关注能源上游价格波动 中观事件总览 生产行业:关注光伏行业政策推进。 1)工业和信息化部党组书记、部长李乐成主持召开第十五次制造业企业座 谈会,聚焦加快推动光伏产业高质量发展,听取光伏行业企业及行业协会情况介绍和意见建议。李乐成强调,要 聚焦重点难点,依法依规、综合治理光伏行业低价无序竞争,引导企业提升产品品质,推动落后产能有序退出, 实现健康、可持续发展。 服务行业:关注离境退税相关政策推进。 1)上海市商务委等6个部门印发《上海市优化离境退税消费环境行动方 案(2025-2027年)》的通知,其中提出,到2027年,上海市离境退税商店超3000家、网点超10000个,"即买即退" 商店占比超80%,商业集中场所设立集中退付服务点的占比超80%,在入境人员消费相对集中的中心城区,实现离 境退税商店全覆盖。离境退税消费规模比2024年翻两番,国产品牌退税销售额占比提升至30%以上,更好地把入境 流量转化成消费增量,有效扩大入境消费,畅通国内国际双循环,提升上海国际消费中心城市能级。 ...
农产品日报:养殖端持续挺价,猪价偏强震荡-20250704
Hua Tai Qi Huo· 2025-07-04 05:54
农产品日报 | 2025-07-04 养殖端持续挺价,猪价偏强震荡 生猪观点 市场要闻与重要数据 期货方面,昨日收盘生猪 2509合约14370元/吨,较前交易日变动+30.00元/吨,幅度+0.21%。现货方面,河南地区 外三元生猪价格15.30元/公斤,较前交易日变动-0.04元/公斤,现货基差 LH09+930,较前交易日变动-70;江苏地 区外三元生猪价格 15.64元/公斤,较前交易日变动+0.10元/公斤,现货基差LH09+1270,较前交易日变动+70;四 川地区外三元生猪价格14.86元/公斤,较前交易日变动+0.18元/公斤,现货基差LH09+490,较前交易日变动+150。 据农业农村部监测,7月3日"农产品批发价格200指数"为112.17,比昨天下降0.21个点,"菜篮子"产品批发价格指数 为112.13,比昨天下降0.24个点。全国农产品批发市场猪肉平均价格为20.29元/公斤,比昨天下降1.2%;牛肉63.67 元/公斤,与昨天持平;羊肉59.20元/公斤,比昨天下降0.9%;鸡蛋7.07元/公斤,比昨天下降0.4%;白条鸡17.18元/ 公斤,比昨天上升0.5%。 市场分析 综合 ...
金十图示:2025年07月04日(周五)富时中国A50指数成分股午盘收盘行情一览:多数板块飘红,银行、保险、白酒、半导体板块等走高,有色金属、化学制药板块小幅走低
news flash· 2025-07-04 03:36
金十图示:2025年07月04日(周五)富时中国A50指数成分股午盘收盘行情一览:多数板块飘红,银行、保险、白酒、半导体板 块等走高,有色金属、化学制药板块小幅走低 +0.10(+1.81%) +0.23(+2.68%) +0.11(+2.59%) 保险 中国太保 中国平安 0.000 中国人保 0 3856.33亿市值 3573.96亿市值 10241.44亿市值 4.18亿成交额 14.48亿成交额 3.87亿成交额 56.24 8.72 37.15 0.00(0.00%) +0.44(+0.79%) +0.07(+0.81%) 酸酒行业 贵州茅台 山西汾酒 五粮液 17831.98亿市值 2133.60亿市值 4659.87亿市值 17.41亿成交额 4.14亿成交额 9.40亿成交额 1419.52 120.05 174.89 +3.92(+0.28%) -0.73(-0.42%) +0.43(+0.36%) 半导体 北方华创 寒武纪-U 海光信息 HYGON 2410.23亿市值 2291.68亿市值 3155.29亿市值 11.18亿成交额 18.08亿成交额 7.76亿成交额 135.75 54 ...
2025年猪企盈利有望超预期!养殖ETF(516760)冲击五连阳
Sou Hu Cai Jing· 2025-07-04 03:14
Group 1 - The core viewpoint indicates that the pig price is expected to maintain a central level above 15 yuan/kg in 2025 due to limited supply growth and cautious breeding practices [1][2] - The industry is experiencing a supply gap, with a notable increase in piglet losses due to a virus mutation, which is expected to drive up pig prices in Q3 2025 [1] - Recent government policies aim to regulate the pig industry, including measures to curb low-price competition and promote the orderly exit of outdated production capacity [1][2] Group 2 - The pig price is under significant downward pressure in H2 2025, but multiple government policies are expected to support price increases and alleviate CPI pressure [2] - The overall investment logic in the pig sector is improving due to supply contraction and macroeconomic catalysts, suggesting a positive outlook for investment [2] - The CSI Livestock Breeding Index reflects the performance of listed companies involved in livestock feed, veterinary drugs, and breeding, with the top ten weighted stocks accounting for 65.27% of the index [2]
锡林郭勒盟牧民尽享品牌红利
Sou Hu Cai Jing· 2025-07-04 02:46
截至6月底,锡林郭勒盟17家锡林郭勒羊区域公用品牌授权企业已与5000余户牧民签订锡林郭勒羊收购 协议,锁定羊源达117.29万只。 "锡林郭勒羊品牌将持续深化'生态优选、品牌引领'双核驱动战略,通过进一步完善全链条品质溯源体 系,将绿色生产优势转化为市场竞争优势,在筑牢我国北方重要生态安全屏障的征程中,打造促进农牧 民增收的优质绿色品牌。"锡林郭勒盟品牌建设促进中心主任王晓伟说。(记者 朱媛丽) 羊源锁定工作是授权企业优先以嘎查为单位,集中连片提前锁定优质羊源,与嘎查、合作社、牧户签订 收购订单合同,从源头保证每只羊都是纯正的锡林郭勒羊。企业为锁定羊源佩戴追溯耳标,录入锡林郭 勒羊追溯防伪系统,实现羊源全程追溯、品牌产品"一物一码",确保每一只品牌羊均具备"未经杂交、 未经育肥、品种纯正、天然饲养"的核心品质。同时,企业加强出栏及生产环节监管,杜绝非订单羊源 进入屠宰加工流程,品牌产品粘贴追溯二维码标签,引导消费者"识标选羊",确保锁定羊源信息真实 性。 朝伦巴特所说的缴纳社保,是锡林郭勒羊品牌授权企业苏尼特左旗满都拉图肉食品有限公司创新推出 的"订单+社保"融合模式,由该公司出资为洪格尔苏木5个边境嘎查的 ...
抗日根据地·今昔巨变|特色产业澎湃“新”活力 “塞上明珠”迎绿色蝶变
Yang Shi Wang· 2025-07-04 02:30
央视网消息:铭记历史、缅怀英烈,《抗日根据地·今昔巨变》系列报道,我们继续聚焦陕甘宁抗日根据地。抗战时期,盐池作为陕甘宁 边区的经济支柱之一,为保卫边区、支援经济建设作出了重要贡献。党的十八大以来,宁夏盐池县依托当地独特的自然资源,大力发展滩羊养 殖、枸杞种植等特色农业,同时积极发展风能、太阳能等新能源产业。当年在边区经济中发挥重要作用的盐池县,如何在今天焕发新的活力? 一起去看看。 盐池因历史上有20多处大大小小的盐湖而得名,抗战时期,陕甘宁边区的"宁"主要在宁夏盐池县。当时盐池产"三宝"——食盐、皮毛和甘 草,是陕甘宁边区重要的经济支柱和财政来源。1941年至1945年,陕甘宁边区在军事包围和经济封锁之下,财政经济极端困难。盐池县军民响 应号召,开荒种地、办合作社、打盐运盐、挖甘草、发展畜牧业和纺织业生产,掀起了轰轰烈烈的大生产运动,为边区经济建设作出了重要贡 献。 1941年,八路军359旅的2000名官兵奉命到盐池打盐,在盐池革命纪念馆,我们可以看到当时的一个复原场景。仔细看,我们会发现当时 所有的战士都是赤足光脚在盐池里打盐,当时的战士们为什么要赤足光脚上阵?这是因为他们不舍得穿老百姓送给他们的鞋, ...
奏响新时代“黄河大合唱”的草牧乐章——来自沿黄省份的一线调研
Ren Min Ri Bao· 2025-07-03 21:59
Core Viewpoint - The article emphasizes the importance of promoting a comprehensive green transformation in development and enhancing the quality of the Yellow River Basin's ecological and agricultural systems, particularly through the advancement of grass and livestock industries [1]. Group 1: Grass and Livestock Industry Development - The Ministry of Agriculture and Rural Affairs has launched a three-year project for high-quality development of grass and livestock in the Yellow River Basin, aiming to balance ecological protection with production [1]. - In Qinghai, the mixed planting of forage oats and peas has improved the efficiency of grass production, with fresh grass yield per mu reaching 3.6 tons, a 12% increase compared to previous monoculture practices [2][3]. - The protein content of mixed forage can reach 13%, nearly a 50% increase compared to single-crop oats, leading to reduced reliance on concentrated feed and shortening the fattening period for cattle by 10-15 days [3][4]. Group 2: Technological Innovations in Forage Production - The introduction of membrane hole sowing technology in Gansu has increased seedling emergence rates by 18% and survival rates by 15%, significantly improving the economic viability of forage production [6]. - The use of acid fertilizers instead of alkaline ones in saline-alkali soils has enhanced the effectiveness of fertilization by over 20%, contributing to the successful cultivation of high-quality alfalfa [8]. Group 3: Ecological and Economic Benefits - The implementation of mixed planting and advanced cultivation techniques has led to a 20% reduction in soil erosion rates and improved vegetation coverage in regions like Gansu [6]. - In Henan, the rotation of alfalfa with grain crops has improved soil fertility, with pH levels decreasing from 8.6 to 8.2 and salt content dropping from 0.3% to 0.2%, resulting in increased crop yields [9].
德康农牧20250703
2025-07-03 15:28
德康农牧 20250703 摘要 德康集团积极响应国家发改委的供给侧改革政策,规划母猪增产,并创 新养殖模式如赋能模式和资源整合模式,以适应未来发展需求,但具体 能繁母猪数量尚未披露。 2025 年上半年,德康集团完全成本约为每公斤 12.4 元,通过学习欧洲 农场管理模式等方式,成本仍有下降空间。公司在上市日龄(110 公 斤)和 PSY(约 28)等效率指标上领先行业,显示出进一步提升效率的 潜力。 德康集团全群日增重约为 780 克,一系日增重约为 800 克,高于行业 平均水平。公司通过精准营养和技术储备,如使用豆腐、玉米替代方案, 在不考虑原材料价格变化的情况下,未来成本仍有下行空间。 德康集团拥有领先的品种资源,纯种猪可在 122.6 天内达到 100 公斤增 重,料比为 1.84。通过精准营养技术,饲料耗量可减少 50 公斤。同时, 公司在疾病防控方面表现出色,腹泻发生率控制在 0.3%以内,远低于 行业平均水平。 Q&A 德康集团在生猪出栏量方面的目标是什么?今年和明年的展望如何? 今年(2025 年),德康集团的生猪出栏量目标为 1,100 万头,这一目标基本 不会有变化,因为这是已经形成的 ...