| 证券代码：000027 | 证券简称：深圳能源 | 公告编号：2025-024 | | | --- | --- | --- | --- | | 公司债券代码：149676 | | 公司债券简称：21 深能 | 01 | | 公司债券代码：149677 | | 公司债券简称：21 深能 | 02 | | 公司债券代码：149927 | | 公司债券简称：22 深能 | 02 | | 公司债券代码：149984 | | 公司债券简称：22 深能 | Y2 | | 公司债券代码：148628 | | 公司债券简称：24 深能 | Y1 | | 公司债券代码：148687 | | 公司债券简称：24 深能 | 01 | | 公司债券代码：524032 | | 公司债券简称：24 深能 | Y2 | | 公司债券代码：524352 | | 公司债券简称：25 深能 | YK01 | | 深圳能源集团股份有限公司 | | | | 公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 一、董事会会议召开情况 深圳能源集团股份有限公司（以下简称：公司）董事会八届三十七次会议通 知 ...

证券代码：600753 证券简称：*ST 海钦 公告编号：2025-067 非累积投票议案 福建海钦能源集团股份有限公司 关于召开2025年第四次临时股东会的通知 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 一、 召开会议的基本情况 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间 本次股东会审议议案及投票股东类型 投票股东类型 序号 议案名称 A 股股东 上述议案已经公司第八届董事会第三十三次会议审议通过。具体内容请见公 司同日在上海证券交易所网站（www.sse.com.cn）披露的相关公告。 应回避表决的关联股东名称：浙江海歆能源有限责任公司 ? 股东会召开日期：2025年8月27日 ? 本次股东会采用的网络投票系统：上海证券交易所股东大会网络投票系 统 (一) 股东会类型和届次 (二) 股东会召集人：董事会 (三) 投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合 的方式 (四) 现场会议召开的日期、时间和地点 召开的日期时间：2025 年 8 月 27 日 14 ...

Group 1: CPI and Core CPI Analysis - In July, CPI turned from a decrease of 0.1% to an increase of 0.4% month-on-month, better than the historical average of 0.3%, driven by rising prices in services and industrial consumer goods [2] - Core CPI increased by 0.4% month-on-month and 0.8% year-on-year, marking the highest level since March of the previous year, reflecting improved market supply-demand dynamics due to ongoing consumption promotion policies [3] - Service prices rose by 0.6% month-on-month, contributing significantly to the CPI increase, with notable price hikes in travel and entertainment services during the summer [3] Group 2: PPI and Production Material Prices - In July, PPI decreased by 0.2% month-on-month, but the decline was the smallest since March, indicating signs of stabilization in some industrial product prices [4] - Production material prices saw a month-on-month decline of 0.2%, with the decrease narrowing compared to previous months, suggesting a potential bottoming out in certain sectors [4] - Prices in coal, steel, photovoltaic, cement, and lithium battery industries showed reduced declines, indicating improved market competition and pricing stability [5] Group 3: Policy and Market Outlook - The "anti-involution" policy is expected to be a key focus in the second half of the year, aiming to regulate low-price competition and enhance product quality across various industries [7][8] - Financial measures are being implemented to guide industries away from excessive competition, with the central bank adjusting credit management to raise financing costs for overcapacity sectors [8] - The effectiveness of the "anti-involution" measures in sustaining price recovery remains uncertain, as it involves both traditional and emerging industries, and the impact on upstream demand could suppress prices [9]

Group 1 - The German government is preparing to launch a €100 billion investment fund to ensure the security of strategic sectors such as defense, energy, and critical raw materials, aiming to leverage up to ten times that amount in private capital [3][4][5] - Germany has experienced two consecutive years of GDP contraction, and recent industrial output data shows a significant decline, raising concerns about the effectiveness of the new government's investment initiatives [3][12] - The investment fund is part of a broader strategy to address long-standing issues of insufficient investment in Germany, which has been highlighted in various reports indicating a shortfall of €400 billion to €600 billion in necessary investments [4][6] Group 2 - The focus of the investment fund includes improving energy infrastructure, revitalizing the defense industry, and supporting small and medium-sized enterprises, aligning with the government's emphasis on strategic autonomy [5][6] - The government plans to use a 1:10 ratio to attract private investment, with only €10 billion coming from public funds, indicating a reliance on market participation to achieve the fund's goals [6][9] - The recent investment initiative, "For German Manufacturing," aims to mobilize €631 billion by 2028, involving major corporations like Siemens and BMW, marking one of the largest investment plans in decades [8][9] Group 3 - The U.S. tariff policies have created significant uncertainty in global trade, impacting investment decisions in Germany, which is heavily reliant on exports [10][13] - Recent economic data indicates a potential downturn, with forecasts suggesting that the U.S. tariffs could reduce Germany's GDP by 0.5% this year, further complicating the economic recovery [12][13] - The German economy's export-oriented nature and its substantial trade surplus with the U.S. make it particularly vulnerable to changes in trade policy, necessitating a diversification of export markets [10][13]

Economic Indicators - The US added 73,000 non-farm jobs in July, significantly below the expected 104,000, with the unemployment rate rising to 4.2%[3] - The probability of a rate cut by the Federal Reserve in September is now at 88.90%, up from 80.30% the previous week[3] Market Trends - Global stock markets mostly rose this week, driven by expectations of monetary easing following Trump's nomination of Stephen Moore to the Federal Reserve[3] - The 10-year US Treasury yield increased by 4 basis points to 4.27%, while the US dollar index slightly declined, remaining below 100[3] Fund Flows - In the past week, overseas active funds saw an outflow of $0.96 million, while passive funds experienced a larger outflow of $3.44 million from the Chinese market[17] - Domestic funds also faced outflows, with $0.50 million leaving the market, and foreign funds withdrawing $4.40 million[17] Valuation Metrics - The equity risk premium (ERP) for all A-shares decreased from 64% to 62%, while the Shanghai Composite Index's ERP fell from 57% to 53%[3] - The risk-adjusted returns for the S&P 500 increased from the 48th percentile to the 55th percentile, indicating improved performance expectations[3] Sector Performance - In the US market, funds flowed into the communication, technology, and utilities sectors, while energy, healthcare, and financial sectors saw outflows[3] - In the Chinese market, funds flowed into financials, consumer, and technology sectors, with outflows from infrastructure, real estate, and healthcare[3]

Group 1 - Indian Prime Minister Modi expressed a vision for every household globally to have Indian food products on their tables, highlighting the government's push for food exports as a key strategy for economic growth [1][2] - The Indian government aims to boost food exports to over $51.9 billion by 2024, with significant investments in food processing and the establishment of around 200 food parks, targeting to become one of the top five food exporters by 2030 [1][2] - The strategy is seen as a way to enhance agricultural and manufacturing sectors, expand international trade, and elevate India's cultural influence globally [2] Group 2 - India's food export ambitions face external threats, particularly from U.S. sanctions against Russia, which could impact India's energy imports and economic stability [4][5] - Ongoing trade negotiations with the U.S. may require India to make concessions in sensitive areas like agriculture and dairy, potentially affecting its food export strategy [5] - Internally, the Indian food industry is struggling with the need for a comprehensive industrial chain to support food exports, as the government's Production Linked Incentive (PLI) scheme has not yielded the expected results [6][7] Group 3 - The PLI scheme, aimed at attracting foreign investment and enhancing manufacturing, has seen a decline in manufacturing's share of GDP, raising concerns about its future [7] - The Indian government has adopted protectionist measures in response to industry challenges, which may hinder the import of food products from other countries, reflecting a lack of self-critique and proactive solutions [7][8] - Addressing fundamental issues such as food safety is crucial for India's goal of becoming a global food exporter, suggesting a need for a more focused approach rather than a broad strategy [8]

Group 1 - The decline of the US dollar's dominance is evident, with the yuan rising in prominence as a global currency [1][10] - The US's attempt to freeze Chinese assets through the "Stop China-Russia Act" backfired, leading to unexpected reactions from Chinese citizens [1][4] - China's significant holdings of US Treasury bonds pose a risk to Wall Street if sold off, highlighting the interconnectedness of the two economies [1][4] Group 2 - The Cross-Border Interbank Payment System (CIPS) has expanded to 42 countries, covering 38% of international trade, and has recently introduced international letter of credit services [2][9] - The use of the yuan in China-Russia trade has surged, with 99.6% of orders settled in yuan, and Middle Eastern countries are increasingly adopting yuan for oil transactions [4][6] - The BRICS nations are moving away from US influence, with countries like Brazil and India seeking closer ties with China [6][8] Group 3 - The European Union is also shifting towards yuan transactions, with the European Commission expressing intentions to continue using the yuan for settlements [9][10] - The global currency landscape is changing, with the dollar's settlement share dropping below 60% while the yuan's share rises to 5.7% [10] - The financial struggles of Wall Street investment banks are evident as clients demand asset conversions to yuan, indicating a significant shift in investment preferences [9][10]

公告称，收入减少主要由于零部件销售较2024年同期下降所致。 重塑能源(02570)发布截至2025年6月30日止6个月的中期业绩，该集团取得收入人民币1.07亿元(单位下 同)，同比减少9.93%;母公司拥有人应占亏损3.33亿元，同比减少28.66%;每股基本亏损3.86元。 ...

Core Points - The report discusses the temporary trustee management affairs report regarding Donghua Energy Co., Ltd.'s bond issuance for pandemic prevention [1][2] - The bond is classified as a public offering for professional investors, with specific terms regarding interest rates and repayment options [2][3] - The company has recently announced the revocation of its supervisory board, which was approved by shareholders [4][6] Company Bond Information - The bond, referred to as "21 Donghua 01," has a credit rating of AA+ with a stable outlook [3][4] - Investors have the option to sell back their bonds at face value at the end of the third interest period [3][4] - The bond's interest payment dates are set for November 2 each year, with adjustments possible based on company announcements [3][4] Major Events - The company held a shareholder meeting where the proposal to amend the articles of association and revoke the supervisory board was passed with 98.65% approval [4][6] - The supervisory board's term will automatically expire following the implementation of the new articles of association, and the company will not establish a new supervisory board [6][7] - The changes are considered a normal adjustment to the company's organizational structure and are not expected to negatively impact its management or financial stability [6][7] Trustee Management Responsibilities - Dongxing Securities, as the trustee for the bond, is committed to protecting the interests of bond investors and will monitor significant matters affecting bond repayment [7] - The trustee will adhere to the relevant regulations and agreements in managing the bond [7]

胜通能源今日跌停，全天换手率57.45%，成交额5.16亿元，振幅7.10%。龙虎榜数据显示，营业部席位 合计净卖出1235.47万元。 深交所公开信息显示，当日该股因日换手率达57.45%、日跌幅偏离值达-10.74%上榜，营业部席位合计 净卖出1235.47万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交1.01亿元，其中，买入成交额为4439.94 万元，卖出成交额为5675.40万元，合计净卖出1235.47万元。 （文章来源：证券时报网） 具体来看，今日上榜营业部中，第一大买入营业部为山西证券股份有限公司南昌凤凰中大道证券营业 部，买入金额为1488.19万元，第一大卖出营业部为财通证券股份有限公司杭州上塘路证券营业部，卖 出金额为1832.96万元。 近半年该股累计上榜龙虎榜7次，上榜次日股价平均跌2.84%，上榜后5日平均跌9.19%。 资金流向方面，今日该股主力资金净流出3335.20万元，其中，特大单净流出3357.77万元，大单资金净 流入22.57万元。近5日主力资金净流出1.23亿元。（数据宝） 胜通能源8月6日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（ ...